Filed: 10/31/2025ACC: 0001705655-25-000006
📋 What this filing means
SEELAUS ASSET MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 181 equity positions with a total reported market value of $126.01M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
181
Positions
$126.01M
Total AUM (reported)
2.79M
Total Shares
Allocation by class
COM$74.20M58.9%
TR UNIT$6.33M5.0%
COM NEW$4.77M3.8%
CAP STK CL A$3.44M2.7%
CL B NEW$2.72M2.2%
ORD$2.40M1.9%
CAP STK CL C$2.04M1.6%
Portfolio Concentration
Top 3$19.01M15.1%
4–10$19.64M15.6%
11–25$21.24M16.9%
Rest$66.12M52.5%
Top 3 weight
15.1%
Top 10 weight
30.7%
Voting Authority Distribution
Total shares with voting rights: 2.79M
Sole
Full voting authority
2.79M
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)
Sole181
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings181
Rows:
APPLE INC
SOLEShares34.13K
TypeSH
Market value$8.69M
6.90%
Sole
34.13K
Shared
0.00
None
0.00
SPDR S&P 500 ETF TR
SOLEShares9.50K
TypeSH
Market value$6.33M
5.02%
Sole
9.50K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares7.72K
TypeSH
Market value$4.00M
3.17%
Sole
7.72K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares14.14K
TypeSH
Market value$3.44M
2.73%
Sole
14.14K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares15.53K
TypeSH
Market value$3.41M
2.71%
Sole
15.53K
Shared
0.00
None
0.00
UNITED RENTALS INC
SOLEShares3.10K
TypeSH
Market value$2.96M
2.35%
Sole
3.10K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares5.41K
TypeSH
Market value$2.72M
2.16%
Sole
5.41K
Shared
0.00
None
0.00
CAMECO CORP
SOLEShares31.88K
TypeSH
Market value$2.67M
2.12%
Sole
31.88K
Shared
0.00
None
0.00
CRH PLC
SOLEShares19.98K
TypeSH
Market value$2.40M
1.90%
Sole
19.98K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares8.40K
TypeSH
Market value$2.04M
1.62%
Sole
8.40K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares10.59K
TypeSH
Market value$1.98M
1.57%
Sole
10.59K
Shared
0.00
None
0.00
GE AEROSPACE
SOLEShares6.06K
TypeSH
Market value$1.82M
1.45%
Sole
6.06K
Shared
0.00
None
0.00
BLACKSTONE INC
SOLEShares10.65K
TypeSH
Market value$1.82M
1.44%
Sole
10.65K
Shared
0.00
None
0.00
GALLAGHER ARTHUR J & CO
SOLEShares5.50K
TypeSH
Market value$1.70M
1.35%
Sole
5.50K
Shared
0.00
None
0.00
INVESCO EXCHANGE TRADED FD T
SOLEShares8.24K
TypeSH
Market value$1.56M
1.24%
Sole
8.24K
Shared
0.00
None
0.00
EXXON MOBIL CORP
SOLEShares12.84K
TypeSH
Market value$1.45M
1.15%
Sole
12.84K
Shared
0.00
None
0.00
COSTCO WHSL CORP NEW
SOLEShares1.46K
TypeSH
Market value$1.35M
1.07%
Sole
1.46K
Shared
0.00
None
0.00
CITIGROUP INC
SOLEShares12.62K
TypeSH
Market value$1.28M
1.02%
Sole
12.62K
Shared
0.00
None
0.00
INVESCO QQQ TR
SOLEShares2.12K
TypeSH
Market value$1.27M
1.01%
Sole
2.12K
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares4.38K
TypeSH
Market value$1.24M
0.98%
Sole
4.38K
Shared
0.00
None
0.00
ABBVIE INC
SOLEShares5.11K
TypeSH
Market value$1.18M
0.94%
Sole
5.11K
Shared
0.00
None
0.00
CATERPILLAR INC
SOLEShares2.46K
TypeSH
Market value$1.17M
0.93%
Sole
2.46K
Shared
0.00
None
0.00
VANECK ETF TRUST
SOLEShares15.16K
TypeSH
Market value$1.16M
0.92%
Sole
15.16K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares1.54K
TypeSH
Market value$1.13M
0.90%
Sole
1.54K
Shared
0.00
None
0.00
WILLIAMS COS INC
SOLEShares17.71K
TypeSH
Market value$1.12M
0.89%
Sole
17.71K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 34.13K | SH | $8.69M 6.90% | 34.13K | 0.00 | 0.00 |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 9.50K | SH | $6.33M 5.02% | 9.50K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 7.72K | SH | $4.00M 3.17% | 7.72K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 14.14K | SH | $3.44M 2.73% | 14.14K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 15.53K | SH | $3.41M 2.71% | 15.53K | 0.00 | 0.00 |
UNITED RENTALS INCSOLE | COM | 3.10K | SH | $2.96M 2.35% | 3.10K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 5.41K | SH | $2.72M 2.16% | 5.41K | 0.00 | 0.00 |
CAMECO CORPSOLE | COM | 31.88K | SH | $2.67M 2.12% | 31.88K | 0.00 | 0.00 |
CRH PLCSOLE | ORD | 19.98K | SH | $2.40M 1.90% | 19.98K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 8.40K | SH | $2.04M 1.62% | 8.40K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 10.59K | SH | $1.98M 1.57% | 10.59K | 0.00 | 0.00 |
GE AEROSPACESOLE | COM NEW | 6.06K | SH | $1.82M 1.45% | 6.06K | 0.00 | 0.00 |
BLACKSTONE INCSOLE | COM | 10.65K | SH | $1.82M 1.44% | 10.65K | 0.00 | 0.00 |
GALLAGHER ARTHUR J & COSOLE | COM | 5.50K | SH | $1.70M 1.35% | 5.50K | 0.00 | 0.00 |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 8.24K | SH | $1.56M 1.24% | 8.24K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 12.84K | SH | $1.45M 1.15% | 12.84K | 0.00 | 0.00 |
COSTCO WHSL CORP NEWSOLE | COM | 1.46K | SH | $1.35M 1.07% | 1.46K | 0.00 | 0.00 |
CITIGROUP INCSOLE | COM NEW | 12.62K | SH | $1.28M 1.02% | 12.62K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 2.12K | SH | $1.27M 1.01% | 2.12K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | TECHNOLOGY | 4.38K | SH | $1.24M 0.98% | 4.38K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 5.11K | SH | $1.18M 0.94% | 5.11K | 0.00 | 0.00 |
CATERPILLAR INCSOLE | COM | 2.46K | SH | $1.17M 0.93% | 2.46K | 0.00 | 0.00 |
VANECK ETF TRUSTSOLE | GOLD MINERS ETF | 15.16K | SH | $1.16M 0.92% | 15.16K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 1.54K | SH | $1.13M 0.90% | 1.54K | 0.00 | 0.00 |
WILLIAMS COS INCSOLE | COM | 17.71K | SH | $1.12M 0.89% | 17.71K | 0.00 | 0.00 |
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