§ 13F · FUND PROFILE
Seelaus Asset Management LLC.
AUM · $142M (13F)Positions · 204Turnover · n/a · Q2Filed · Jul 16, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$11M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 16, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 34K | $10M | 7.0% | −8% |
| 2 | SPY | STATE STR SPDR S&P 500 ETF T | 11K | $8M | 5.6% | −6% |
| 3 | GOOG | ALPHABET INC | 8K | $3M | 2.0% | −1% |
| 4 | CCJ | CAMECO CORP | 27K | $3M | 1.9% | −10% |
| 5 | URI | UNITED RENTALS INC | 2K | $3M | 1.9% | −19% |
| 6 | MSFT | MICROSOFT CORP | 7K | $3M | 1.8% | −23% |
| 7 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 5K | $3M | 1.8% | −9% |
| 8 | AMD | ADVANCED MICRO DEVICES INC | 4K | $3M | 1.8% | +1% |
| 9 | AMZN | AMAZON COM INC | 11K | $3M | 1.8% | −32% |
| 10 | GOOGL | ALPHABET INC | 7K | $2M | 1.7% | −42% |
§ 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 $142 million in assets. The fund runs a broad portfolio of 204 positions.
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