Filed: 8/5/2025ACC: 0001705655-25-000003
📋 What this filing means
SEELAUS ASSET MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 178 equity positions with a total reported market value of $113.04M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
178
Positions
$113.04M
Total AUM (reported)
2.59M
Total Shares
Allocation by class
COM$67.24M59.5%
TR UNIT$5.77M5.1%
COM NEW$3.92M3.5%
CL B NEW$2.65M2.3%
CAP STK CL A$2.63M2.3%
ORD$1.87M1.7%
CL A$1.73M1.5%
Portfolio Concentration
Top 3$16.95M15.0%
4–10$17.06M15.1%
11–25$18.97M16.8%
Rest$60.06M53.1%
Top 3 weight
15.0%
Top 10 weight
30.1%
Voting Authority Distribution
Total shares with voting rights: 2.59M
Sole
Full voting authority
2.59M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole178
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings178
Rows:
APPLE INC
SOLEShares35.55K
TypeSH
Market value$7.29M
6.45%
Sole
35.55K
Shared
0.00
None
0.00
SPDR S&P 500 ETF TR
SOLEShares9.35K
TypeSH
Market value$5.77M
5.11%
Sole
9.35K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares7.80K
TypeSH
Market value$3.88M
3.43%
Sole
7.80K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares15.55K
TypeSH
Market value$3.41M
3.02%
Sole
15.55K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares5.46K
TypeSH
Market value$2.65M
2.35%
Sole
5.46K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares14.93K
TypeSH
Market value$2.63M
2.33%
Sole
14.93K
Shared
0.00
None
0.00
CAMECO CORP
SOLEShares32.23K
TypeSH
Market value$2.39M
2.12%
Sole
32.23K
Shared
0.00
None
0.00
UNITED RENTALS INC
SOLEShares3.12K
TypeSH
Market value$2.35M
2.08%
Sole
3.12K
Shared
0.00
None
0.00
CRH PLC
SOLEShares20.38K
TypeSH
Market value$1.87M
1.66%
Sole
20.38K
Shared
0.00
None
0.00
GALLAGHER ARTHUR J & CO
SOLEShares5.46K
TypeSH
Market value$1.75M
1.55%
Sole
5.46K
Shared
0.00
None
0.00
BLACKSTONE INC
SOLEShares10.71K
TypeSH
Market value$1.60M
1.42%
Sole
10.71K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares9.94K
TypeSH
Market value$1.57M
1.39%
Sole
9.94K
Shared
0.00
None
0.00
GE AEROSPACE
SOLEShares6.06K
TypeSH
Market value$1.56M
1.38%
Sole
6.06K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares8.70K
TypeSH
Market value$1.54M
1.36%
Sole
8.70K
Shared
0.00
None
0.00
INVESCO EXCHANGE TRADED FD T
SOLEShares8.29K
TypeSH
Market value$1.51M
1.33%
Sole
8.29K
Shared
0.00
None
0.00
EXXON MOBIL CORP
SOLEShares12.95K
TypeSH
Market value$1.40M
1.23%
Sole
12.95K
Shared
0.00
None
0.00
COSTCO WHSL CORP NEW
SOLEShares1.26K
TypeSH
Market value$1.25M
1.11%
Sole
1.26K
Shared
0.00
None
0.00
INVESCO QQQ TR
SOLEShares2.24K
TypeSH
Market value$1.23M
1.09%
Sole
2.24K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares1.54K
TypeSH
Market value$1.14M
1.01%
Sole
1.54K
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares4.38K
TypeSH
Market value$1.11M
0.98%
Sole
4.38K
Shared
0.00
None
0.00
STRYKER CORPORATION
SOLEShares2.78K
TypeSH
Market value$1.10M
0.97%
Sole
2.78K
Shared
0.00
None
0.00
CITIGROUP INC
SOLEShares12.76K
TypeSH
Market value$1.09M
0.96%
Sole
12.76K
Shared
0.00
None
0.00
AT&T INC
SOLEShares34.51K
TypeSH
Market value$998.8K
0.88%
Sole
34.51K
Shared
0.00
None
0.00
CATERPILLAR INC
SOLEShares2.45K
TypeSH
Market value$952.3K
0.84%
Sole
2.45K
Shared
0.00
None
0.00
CISCO SYS INC
SOLEShares13.35K
TypeSH
Market value$926.5K
0.82%
Sole
13.35K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 35.55K | SH | $7.29M 6.45% | 35.55K | 0.00 | 0.00 |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 9.35K | SH | $5.77M 5.11% | 9.35K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 7.80K | SH | $3.88M 3.43% | 7.80K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 15.55K | SH | $3.41M 3.02% | 15.55K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 5.46K | SH | $2.65M 2.35% | 5.46K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 14.93K | SH | $2.63M 2.33% | 14.93K | 0.00 | 0.00 |
CAMECO CORPSOLE | COM | 32.23K | SH | $2.39M 2.12% | 32.23K | 0.00 | 0.00 |
UNITED RENTALS INCSOLE | COM | 3.12K | SH | $2.35M 2.08% | 3.12K | 0.00 | 0.00 |
CRH PLCSOLE | ORD | 20.38K | SH | $1.87M 1.66% | 20.38K | 0.00 | 0.00 |
GALLAGHER ARTHUR J & COSOLE | COM | 5.46K | SH | $1.75M 1.55% | 5.46K | 0.00 | 0.00 |
BLACKSTONE INCSOLE | COM | 10.71K | SH | $1.60M 1.42% | 10.71K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 9.94K | SH | $1.57M 1.39% | 9.94K | 0.00 | 0.00 |
GE AEROSPACESOLE | COM NEW | 6.06K | SH | $1.56M 1.38% | 6.06K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 8.70K | SH | $1.54M 1.36% | 8.70K | 0.00 | 0.00 |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 8.29K | SH | $1.51M 1.33% | 8.29K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 12.95K | SH | $1.40M 1.23% | 12.95K | 0.00 | 0.00 |
COSTCO WHSL CORP NEWSOLE | COM | 1.26K | SH | $1.25M 1.11% | 1.26K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 2.24K | SH | $1.23M 1.09% | 2.24K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 1.54K | SH | $1.14M 1.01% | 1.54K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | TECHNOLOGY | 4.38K | SH | $1.11M 0.98% | 4.38K | 0.00 | 0.00 |
STRYKER CORPORATIONSOLE | COM | 2.78K | SH | $1.10M 0.97% | 2.78K | 0.00 | 0.00 |
CITIGROUP INCSOLE | COM NEW | 12.76K | SH | $1.09M 0.96% | 12.76K | 0.00 | 0.00 |
AT&T INCSOLE | COM | 34.51K | SH | $998.8K 0.88% | 34.51K | 0.00 | 0.00 |
CATERPILLAR INCSOLE | COM | 2.45K | SH | $952.3K 0.84% | 2.45K | 0.00 | 0.00 |
CISCO SYS INCSOLE | COM | 13.35K | SH | $926.5K 0.82% | 13.35K | 0.00 | 0.00 |
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