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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 Chg Shares Chg % Period Price ① Since Period ①
1 XOM EXXON MOBIL CORP Energy 1,660.0 $282K 0.20% NEW $169.63 -7.9%
2 WDC WESTERN DIGITAL CORP Technology 976.0 $264K 0.19% NEW $270.39 +70.0%
3 SANDISK CORP 324.0 $206K 0.14% NEW $635.34

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%