Filed: 2/4/2026ACC: 0001705655-26-000001
📋 What this filing means
SEELAUS ASSET MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 174 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.
174
Positions
$126.01M
Total AUM (reported)
2.55M
Total Shares
Allocation by class
COM$73.52M58.3%
TR UNIT$6.39M5.1%
COM NEW$4.28M3.4%
CAP STK CL A$4.04M3.2%
CL B NEW$2.80M2.2%
CAP STK CL C$2.63M2.1%
ORD$2.43M1.9%
Portfolio Concentration
Top 3$19.61M15.6%
4–10$20.84M16.5%
11–25$20.97M16.6%
Rest$64.59M51.3%
Top 3 weight
15.6%
Top 10 weight
32.1%
Voting Authority Distribution
Total shares with voting rights: 2.55M
Sole
Full voting authority
2.55M
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)
Sole174
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings174
Rows:
APPLE INC
SOLEShares33.78K
TypeSH
Market value$9.18M
7.29%
Sole
33.78K
Shared
0.00
None
0.00
SPDR S&P 500 ETF TR
SOLEShares9.36K
TypeSH
Market value$6.39M
5.07%
Sole
9.36K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares12.89K
TypeSH
Market value$4.04M
3.20%
Sole
12.89K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares7.71K
TypeSH
Market value$3.73M
2.96%
Sole
7.71K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares16.11K
TypeSH
Market value$3.72M
2.95%
Sole
16.11K
Shared
0.00
None
0.00
CAMECO CORP
SOLEShares32.79K
TypeSH
Market value$3.00M
2.38%
Sole
32.79K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares5.57K
TypeSH
Market value$2.80M
2.22%
Sole
5.57K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares8.40K
TypeSH
Market value$2.63M
2.09%
Sole
8.40K
Shared
0.00
None
0.00
UNITED RENTALS INC
SOLEShares3.13K
TypeSH
Market value$2.53M
2.01%
Sole
3.13K
Shared
0.00
None
0.00
CRH PLC
SOLEShares19.49K
TypeSH
Market value$2.43M
1.93%
Sole
19.49K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares11.70K
TypeSH
Market value$2.18M
1.73%
Sole
11.70K
Shared
0.00
None
0.00
BLACKSTONE INC
SOLEShares10.76K
TypeSH
Market value$1.66M
1.32%
Sole
10.76K
Shared
0.00
None
0.00
GE AEROSPACE
SOLEShares5.26K
TypeSH
Market value$1.62M
1.29%
Sole
5.26K
Shared
0.00
None
0.00
EXXON MOBIL CORP
SOLEShares12.73K
TypeSH
Market value$1.53M
1.22%
Sole
12.73K
Shared
0.00
None
0.00
INVESCO EXCHANGE TRADED FD T
SOLEShares7.64K
TypeSH
Market value$1.46M
1.16%
Sole
7.64K
Shared
0.00
None
0.00
CITIGROUP INC
SOLEShares12.47K
TypeSH
Market value$1.46M
1.15%
Sole
12.47K
Shared
0.00
None
0.00
GALLAGHER ARTHUR J & CO
SOLEShares5.50K
TypeSH
Market value$1.42M
1.13%
Sole
5.50K
Shared
0.00
None
0.00
CATERPILLAR INC
SOLEShares2.38K
TypeSH
Market value$1.37M
1.08%
Sole
2.38K
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares8.77K
TypeSH
Market value$1.26M
1.00%
Sole
8.77K
Shared
0.00
None
0.00
INVESCO QQQ TR
SOLEShares1.99K
TypeSH
Market value$1.22M
0.97%
Sole
1.99K
Shared
0.00
None
0.00
WESTERN DIGITAL CORP
SOLEShares6.88K
TypeSH
Market value$1.19M
0.94%
Sole
6.88K
Shared
0.00
None
0.00
COSTCO WHSL CORP NEW
SOLEShares1.37K
TypeSH
Market value$1.18M
0.94%
Sole
1.37K
Shared
0.00
None
0.00
ROSS STORES INC
SOLEShares6.51K
TypeSH
Market value$1.17M
0.93%
Sole
6.51K
Shared
0.00
None
0.00
ABBVIE INC
SOLEShares5.01K
TypeSH
Market value$1.14M
0.91%
Sole
5.01K
Shared
0.00
None
0.00
CISCO SYS INC
SOLEShares14.21K
TypeSH
Market value$1.09M
0.87%
Sole
14.21K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 33.78K | SH | $9.18M 7.29% | 33.78K | 0.00 | 0.00 |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 9.36K | SH | $6.39M 5.07% | 9.36K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 12.89K | SH | $4.04M 3.20% | 12.89K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 7.71K | SH | $3.73M 2.96% | 7.71K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 16.11K | SH | $3.72M 2.95% | 16.11K | 0.00 | 0.00 |
CAMECO CORPSOLE | COM | 32.79K | SH | $3.00M 2.38% | 32.79K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 5.57K | SH | $2.80M 2.22% | 5.57K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 8.40K | SH | $2.63M 2.09% | 8.40K | 0.00 | 0.00 |
UNITED RENTALS INCSOLE | COM | 3.13K | SH | $2.53M 2.01% | 3.13K | 0.00 | 0.00 |
CRH PLCSOLE | ORD | 19.49K | SH | $2.43M 1.93% | 19.49K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 11.70K | SH | $2.18M 1.73% | 11.70K | 0.00 | 0.00 |
BLACKSTONE INCSOLE | COM | 10.76K | SH | $1.66M 1.32% | 10.76K | 0.00 | 0.00 |
GE AEROSPACESOLE | COM NEW | 5.26K | SH | $1.62M 1.29% | 5.26K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 12.73K | SH | $1.53M 1.22% | 12.73K | 0.00 | 0.00 |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 7.64K | SH | $1.46M 1.16% | 7.64K | 0.00 | 0.00 |
CITIGROUP INCSOLE | COM NEW | 12.47K | SH | $1.46M 1.15% | 12.47K | 0.00 | 0.00 |
GALLAGHER ARTHUR J & COSOLE | COM | 5.50K | SH | $1.42M 1.13% | 5.50K | 0.00 | 0.00 |
CATERPILLAR INCSOLE | COM | 2.38K | SH | $1.37M 1.08% | 2.38K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | TECHNOLOGY | 8.77K | SH | $1.26M 1.00% | 8.77K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 1.99K | SH | $1.22M 0.97% | 1.99K | 0.00 | 0.00 |
WESTERN DIGITAL CORPSOLE | COM | 6.88K | SH | $1.19M 0.94% | 6.88K | 0.00 | 0.00 |
COSTCO WHSL CORP NEWSOLE | COM | 1.37K | SH | $1.18M 0.94% | 1.37K | 0.00 | 0.00 |
ROSS STORES INCSOLE | COM | 6.51K | SH | $1.17M 0.93% | 6.51K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 5.01K | SH | $1.14M 0.91% | 5.01K | 0.00 | 0.00 |
CISCO SYS INCSOLE | COM | 14.21K | SH | $1.09M 0.87% | 14.21K | 0.00 | 0.00 |
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