§ 13F · FUND PROFILE
ADKINS SEALE CAPITAL MANAGEMENT LLC.
AUM · $112M (13F)Positions · 236Turnover · n/a · Q2Filed · Aug 5, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$742K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 5, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | 26K | $13M | 11.6% | ±0% |
| 2 | AAPL | APPLE INC | 23K | $7M | 6.0% | −1% |
| 3 | IJR | ISHARES S&P SMALLCAP 600 ETF | 27K | $4M | 3.5% | −1% |
| 4 | BRK/A | BERKSHIRE HATHAWAY INC DEL CL A | 5 | $4M | 3.3% | ±0% |
| 5 | VTV | VANGUARD VALUE ETF | 17K | $4M | 3.3% | +8% |
| 6 | CSCO | CISCO SYS INC | 30K | $4M | 3.2% | ±0% |
| 7 | SPY | STATE STREET SPDR S&P 500 ETF | 4K | $3M | 2.9% | −1% |
| 8 | SDY | SPDR SER TR S&P DIVID ETF | 21K | $3M | 2.8% | ±0% |
| 9 | IJH | ISHARES CORE S&P MID-CAP ETF | 40K | $3M | 2.7% | ±0% |
| 10 | IAU | ISHARES GOLD TRUST | 38K | $3M | 2.6% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ADKINS SIGNAL
AC read
ADKINS SEALE CAPITAL MANAGEMENT LLC is a institutional fund managing $112 million in assets. The fund runs a broad portfolio of 236 positions.
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