§ 13F · FUND PROFILE
Seelaus Asset Management LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $113.0T (13F)Positions · 178Turnover · — · Q4Filed · Feb 4, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$3.5T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 4, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 34K | $9.2T | 7.3% | −1% |
| 2 | SPY | SPDR S&P 500 ETF TR | 9K | $6.4T | 5.1% | −1% |
| 3 | GOOGL | ALPHABET INC | 13K | $4.0T | 3.2% | −9% |
| 4 | MSFT | MICROSOFT CORP | 8K | $3.7T | 3.0% | ±0% |
| 5 | AMZN | AMAZON COM INC | 16K | $3.7T | 3.0% | +4% |
| 6 | CCJ | CAMECO CORP | 33K | $3.0T | 2.4% | +3% |
| 7 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 6K | $2.8T | 2.2% | +3% |
| 8 | GOOG | ALPHABET INC | 8K | $2.6T | 2.1% | ±0% |
| 9 | URI | UNITED RENTALS INC | 3K | $2.5T | 2.0% | +1% |
| 10 | CRH | CRH PLC | 19K | $2.4T | 1.9% | −2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SEELAUS SIGNAL
AC read
Seelaus Asset Management LLC is a Other fund managing $113035.0 trillion in assets. The fund runs a portfolio of 178 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed