Portfolio (Quarterly) Guide ↗

Seek First Inc.

· CIK 0002060504

13F Portfolio $142M AUM 58 positions Filed Apr 24, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 3 New 17 Added 18 Reduced 4 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	—	CONFLUENT INC	—	58,473	$1.8M	1.22%	SOLD
2	AMD	ADVANCED MICRO DEVICES INC	Technology	1,124	$241K	0.17%	SOLD
3	QLD	PROSHARES TR	—	3,018	$212K	0.15%	SOLD
4	RSPR	INVESCO EXCHANGE TRADED FD T	—	6,200	$208K	0.14%	SOLD

Sector Allocation

Technology 74.2%

Consumer Cyclical 10.2%

Financial Services 7.7%

Communication Services 3.6%

Healthcare 2.3%

Energy 1.3%

Consumer Defensive 0.7%