Seek First Inc.

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CIK 2060504

13F portfolio (2026-Q1)

$142M

Positions

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

Open in PORT →

As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2026-Q1)

Holdings

Top 5

56.1%

Top 10

71.4%

Effective N

11.2

HHI

0.090

This quarter

3 new · 0 exit →

By sector

Unclassified66.3%

Information Technology25.0%

Consumer Discretionary3.8%

Industrials1.4%

Communication Services1.3%

Financials0.9%

Health Care0.8%

Energy0.5%

By market cap

Unknown67.5%

Mega (>$200B)30.8%

Large ($10–200B)1.8%

By region

Other66.3%

North America32.5%

Middle East1.1%

By industry group GICS — finer than sector

Industry group	Weight	Names
Unclassified	66.66%	37
Technology Hardware & Equipment	22.59%	6
Automobiles & Components	2.30%	1
Semiconductors & Semiconductor Equipment	1.59%	2
Specialty Retail	1.53%	2
Machinery	1.39%	1
Software & IT Services	1.28%	2
Commercial Services & Supplies	0.61%	1
Health Care Equipment & Supplies	0.46%	1
Oil, Gas & Consumable Fuels	0.46%	2
Communications Equipment	0.45%	1
Pharmaceuticals & Biotechnology	0.35%	1
Software	0.35%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	AAPL	Apple Inc.	Information Technology	20.13%
2	SCHG	SCHWAB U.S. LARGE-CAP GROWTH ETF	Unclassified	15.03%
3	SCHV	SCHWAB STRATEGIC TR	Unclassified	12.47%
4	SCHD	SCHWAB STRATEGIC TR	Unclassified	4.34%
5	SCHF	SCHWAB STRATEGIC TR	Unclassified	4.15%
6	VBR	VANGUARD INDEX FDS	Unclassified	3.69%
7	VBK	VANGUARD INDEX FDS	Unclassified	3.40%
8	SCHI	SCHWAB STRATEGIC TR	Unclassified	3.11%
9	SCHE	SCHWAB STRATEGIC TR	Unclassified	2.74%
10	TSLA	Tesla, Inc.	Consumer Discretionary	2.30%

22/58 names classified · sector 33.7% of weight · industry 33.3% · mkt cap 32.5%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 5 quarters

Information TechnologyAAPL, NVDA, NVMI, CSCO, AMAT · other

Consumer DiscretionaryTSLA, AMZN, COST

FinancialsV, BRK.B

Industrials

Health CareISRG, GILD

Communication ServicesGOOG, GOOGL

EnergyCVX, XOM

UnclassifiedSCHG, SCHV, SCHD, SCHF, VBR · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 33.7% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Only 32% of book weight classified — the grid is NOT representative of the whole book.

holdings, colored by sector (19 classified)Seek First Inc. centroid (Large Core)

Information TechnologyConsumer DiscretionaryIndustrialsCommunication ServicesHealth CareFinancialsEnergy

Style box summary for Seek First Inc.: centroid Large Core. Heaviest cells: Large Core 25.0%, Large Growth 5.8%, Large Value 0.6%.

Classified: 32.1% of book weight (19/58 names) · unclassified 67.9%: SCHG, SCHV, SCHD, SCHF, VBR, VBK, SCHI, SCHE, VMBS, SPY +29 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 58 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	AAPLAPPLE INC	112,539	$29M	20.1%	TRIM −4%
2	SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF	732,093	$21M	15.0%	ADD 4%
3	SCHVSCHWAB STRATEGIC TR	580,171	$18M	12.5%	ADD 7%
4	SCHDSCHWAB STRATEGIC TR	200,630	$6M	4.3%	ADD 7%
5	SCHFSCHWAB STRATEGIC TR	237,749	$6M	4.1%	ADD 2%
6	VBRVANGUARD INDEX FDS	24,080	$5M	3.7%	ADD 11%
7	VBKVANGUARD INDEX FDS	15,973	$5M	3.4%	ADD 11%
8	SCHISCHWAB STRATEGIC TR	194,332	$4M	3.1%	HOLD
9	SCHESCHWAB STRATEGIC TR	117,980	$4M	2.7%	ADD 6%
10	TSLATESLA INC	8,776	$3M	2.3%	TRIM −3%
11	VMBSVANGUARD SCOTTSDALE FDS	60,753	$3M	2.0%	HOLD
12	LRCXLAM RESEARCH CORP	9,213	$2M	1.4%	HOLD
13	SPYSTATE STR SPDR S&P 500 ETF T	2,935	$2M	1.3%	HOLD
14	VTVVANGUARD INDEX FDS	9,719	$2M	1.3%	HOLD
15	AMZNAMAZON COM INC	8,769	$2M	1.3%	HOLD
16	VYMVANGUARD WHITEHALL FDS	11,633	$2M	1.2%	TRIM −5%
17	SCHMSCHWAB STRATEGIC TR	54,159	$2M	1.2%	HOLD
18	NVMINOVA LTD	3,713	$2M	1.1%	HOLD
19	GOOGALPHABET INC	5,400	$2M	1.1%	HOLD
20	SCHASCHWAB STRATEGIC TR	52,596	$2M	1.1%	HOLD
21	SCHYSCHWAB STRATEGIC TR	45,980	$1M	1.0%	HOLD
22	SCHOSCHWAB SHORT-TERM US TREASURY ETF	54,971	$1M	0.9%	HOLD
23	SCHQSCHWAB STRATEGIC TR	37,207	$1M	0.8%	ADD 8%
24	CSCOCISCO SYS INC	14,945	$1M	0.8%	HOLD
25	NVDANVIDIA CORPORATION	6,602	$1M	0.8%	HOLD
26	AMATAPPLIED MATLS INC	3,227	$1M	0.8%	TRIM −3%
27	VOVANGUARD INDEX FDS	3,717	$1M	0.8%	HOLD
28	VVISA INC	2,849	$861,015	0.6%	HOLD
29	SCHJSCHWAB STRATEGIC TR	33,733	$834,039	0.6%	HOLD
30	QQQINVESCO QQQ TR	1,374	$793,085	0.6%	ADD 7%
31	VBVANGUARD INDEX FDS	2,672	$699,736	0.5%	HOLD
32	ISRGINTUITIVE SURGICAL INC	1,424	$656,450	0.5%	HOLD
33	LITELUMENTUM HLDGS INC	900	$632,484	0.4%	TRIM −55%
34	DESWISDOMTREE TR	17,196	$618,026	0.4%	HOLD
35	EPSWISDOMTREE TR	8,775	$597,677	0.4%	TRIM −9%
36	SCHZSCHWAB STRATEGIC TR	23,253	$539,930	0.4%	TRIM −3%
37	VIGVANGUARD SPECIALIZED FUNDS	2,423	$521,150	0.4%	TRIM −18%
38	GILDGILEAD SCIENCES INC	3,560	$496,156	0.3%	TRIM −30%
39	MSFTMICROSOFT CORP	1,323	$489,562	0.3%	HOLD
40	BRK.BBERKSHIRE HATHAWAY INC DEL	1,002	$480,158	0.3%	HOLD
41	BSCRINVESCO EXCH TRD SLF IDX FD	23,347	$458,182	0.3%	ADD 4%
42	VTIVANGUARD INDEX FDS	1,395	$447,634	0.3%	HOLD
43	BSCQINVESCO EXCH TRD SLF IDX FD	20,760	$405,452	0.3%	TRIM −6%
44	CVXCHEVRON CORP NEW	1,787	$369,792	0.3%	ADD 24%
45	DDWMWISDOMTREE TR	8,053	$355,237	0.3%	TRIM −3%
46	COSTCOSTCO WHSL CORP NEW	351	$349,717	0.2%	HOLD
47	XETYXEATON VANCE TAX-MANAGED DIVE	22,253	$306,872	0.2%	ADD 2%
48	VUGVANGUARD INDEX FDS	662	$289,075	0.2%	TRIM −7%
49	XOMEXXON MOBIL CORP	1,660	$281,592	0.2%	NEW
50	WDCWESTERN DIGITAL CORP	976	$263,901	0.2%	NEW
51	DONWISDOMTREE TR	4,979	$261,621	0.2%	TRIM −14%
52	GOOGLALPHABET INC	910	$261,539	0.2%	HOLD
53	HYSPIMCO ETF TR	2,707	$252,441	0.2%	HOLD
54	NTAPNetApp Inc.	2,400	$245,763	0.2%	HOLD
55	SCHRSCHWAB STRATEGIC TR	9,569	$238,360	0.2%	HOLD
56	VEAVANGUARD TAX-MANAGED FDS	3,575	$229,084	0.2%	HOLD
57	IQLTISHARES TR	4,601	$212,694	0.1%	TRIM −9%
58	SNDKSANDISK CORP	324	$205,850	0.1%	NEW

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed

Security

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

AAPLAPPLE INC

—

117K

122K

116K

117K

113K

$29M

SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF

—

667K

701K

699K

704K

732K

$21M

SCHVSCHWAB STRATEGIC TR

—

484K

518K

533K

541K

580K

$18M

SCHDSCHWAB STRATEGIC TR

—

178K

187K

195K

188K

201K

$6M

SCHFSCHWAB STRATEGIC TR

—

226K

223K

226K

233K

238K

$6M

VBRVANGUARD INDEX FDS

—

20K

21K

22K

24K

$5M

VBKVANGUARD INDEX FDS

—

13K

14K

16K

$5M

SCHISCHWAB STRATEGIC TR

—

166K

185K

189K

193K

194K

$4M

SCHESCHWAB STRATEGIC TR

—

98K

104K

106K

111K

118K

$4M

TSLATESLA INC

—

13K

14K

$3M

VMBSVANGUARD SCOTTSDALE FDS

—

54K

59K

61K

$3M

LRCXLAM RESEARCH CORP

—

$2M

SPYSTATE STR SPDR S&P 500 ETF T

—

$2M

VTVVANGUARD INDEX FDS

—

10K

$2M

AMZNAMAZON COM INC

—

$2M

Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

☆Seek First Inc.