Funds › Adkins Seale Capital Management LLC
Adkins Seale Capital Management LLC
13F for Q3 2026, filed Oct 27, 2026. 237 positions worth $121.3M.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Ask your AI about this
Connect Claude, ChatGPT, Gemini or Grok (Microsoft 365 Copilot coming soon) to 13F.ai and ask in plain English. Copy a question to get started:
Using 13F.ai, what are the biggest new, added, trimmed and exited positions of Adkins Seale Capital Management LLC in the latest 13F quarter?
Using 13F.ai, how has Adkins Seale Capital Management LLC's portfolio concentration changed over the last four quarters?
Using 13F.ai, which of Adkins Seale Capital Management LLC's top holdings have also been bought by insiders recently?
Connect your AI · Plans and the 7-day free trial (card required)
Holdings, Q3 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | BRK-B Berkshire Hathaway Inc. Class B | 26,332 | $13.1M | 10.8% | +1.3% | 13F ↗ |
| 2 | AAPL Apple Inc. | 22,946 | $7.6M | 6.3% | -1.7% | 13F ↗ |
| 3 | Vanguard Index Fds Mrngstr Val Etf | 20,101 | $4.3M | 3.6% | +19.7% | 13F ↗ |
| 4 | iShares Tr Core S&P Scp Etf | 27,790 | $3.8M | 3.1% | +4.1% | 13F ↗ |
| 5 | BRK-A Berkshire Hathaway Inc. Class A | 5 | $3.7M | 3.1% | Unchanged | 13F ↗ |
| 6 | MSFT Microsoft Corporation | 6,994 | $3.6M | 3.0% | Unchanged | 13F ↗ |
| 7 | SPY State Street SPDR S&P 500 ETF Trust · Trust units | 4,347 | $3.3M | 2.7% | -1.5% | 13F ↗ |
| 8 | CSCO Cisco Systems, Inc. | 30,151 | $3.2M | 2.7% | -0.3% | 13F ↗ |
| 9 | Spdr Series Trust St Str Sp Div | 20,517 | $3.0M | 2.5% | Unchanged | 13F ↗ |
| 10 | IAU iShares Gold Trust · Ishares New | 38,472 | $3.0M | 2.5% | Unchanged | 13F ↗ |
| 11 | iShares Tr Core S&P Mcp Etf | 40,208 | $2.9M | 2.4% | +1.4% | 13F ↗ |
| 12 | iShares Tr Core S&P500 Etf | 3,678 | $2.8M | 2.3% | +4.7% | 13F ↗ |
| 13 | American Centy ETF Tr Intl Smcp Vlu | 23,403 | $2.6M | 2.1% | New | 13F ↗ |
| 14 | GOOGL Alphabet Inc. Class A | 5,995 | $2.1M | 1.7% | +1.1% | 13F ↗ |
| 15 | iShares Tr Rus 1000 Etf | 4,773 | $2.0M | 1.6% | Unchanged | 13F ↗ |
| 16 | EMR Emerson Electric Company | 12,466 | $1.9M | 1.6% | -1.1% | 13F ↗ |
| 17 | Vanguard Star Fds | 22,586 | $1.9M | 1.6% | Unchanged | 13F ↗ |
| 18 | Profesionally Managed Portfo Akre Focus Etf | 36,027 | $1.9M | 1.6% | -0.9% | 13F ↗ |
| 19 | iShares Tr Core Msci Total | 16,709 | $1.6M | 1.3% | Unchanged | 13F ↗ |
| 20 | Vanguard Specialized Funds Div App Etf | 6,677 | $1.6M | 1.3% | Unchanged | 13F ↗ |
| 21 | Vanguard World Fd Inf Tech Etf | 12,094 | $1.5M | 1.3% | +30.0% | 13F ↗ |
| 22 | GLD SPDR Gold Shares · Gold Shs | 3,798 | $1.4M | 1.2% | +8.6% | 13F ↗ |
| 23 | XOM ExxonMobil Holdings Corporation | 8,436 | $1.4M | 1.1% | Unchanged | 13F ↗ |
| 24 | INTC Intel Corporation | 11,391 | $1.4M | 1.1% | Unchanged | 13F ↗ |
| 25 | NKE Nike, Inc. | 37,357 | $1.3M | 1.1% | +8165% | 13F ↗ |
| 26 | WSM Williams-Sonoma, Inc. | 5,588 | $1.3M | 1.0% | Unchanged | 13F ↗ |
| 27 | CLX Clorox Company | 15,486 | $1.3M | 1.0% | New | 13F ↗ |
| 28 | AMZN Amazon.com, Inc. | 4,979 | $1.2M | 1.0% | +0.2% | 13F ↗ |
| 29 | Select Sector Spdr Tr St Str Energ Etf | 19,981 | $1.2M | 1.0% | Unchanged | 13F ↗ |
| 30 | Invesco Exchange Traded Fd T S&P500 Eql Wgt | 5,630 | $1.2M | 1.0% | +2.0% | 13F ↗ |
| 31 | KO Coca-Cola Company | 13,318 | $1.1M | 0.9% | -0.7% | 13F ↗ |
| 32 | TM Toyota Motor Corporation | 5,923 | $1.1M | 0.9% | +536% | 13F ↗ |
| 33 | ASML ASML Holding N.V. · Equities | 597 | $1.1M | 0.9% | +0.5% | 13F ↗ |
| 34 | JNJ Johnson & Johnson | 3,907 | $1.0M | 0.9% | -0.2% | 13F ↗ |
| 35 | Schwab Strategic Tr Us Brd Mkt Etf | 34,200 | $1.0M | 0.8% | Unchanged | 13F ↗ |
| 36 | iShares Tr Core S&P Ttl Stk | 6,000 | $997.7K | 0.8% | Unchanged | 13F ↗ |
| 37 | JOE St. Joe Company | 14,934 | $982.4K | 0.8% | Unchanged | 13F ↗ |
| 38 | WM Waste Management, Inc. | 4,793 | $977.4K | 0.8% | Unchanged | 13F ↗ |
| 39 | Vanguard Index Fds Mrngstr Ttl Stk | 2,521 | $943.5K | 0.8% | Unchanged | 13F ↗ |
| 40 | UNP Union Pacific Corporation | 3,368 | $916.5K | 0.8% | -2.1% | 13F ↗ |
| 41 | SCI Service Corporation International | 11,617 | $884.6K | 0.7% | Unchanged | 13F ↗ |
| 42 | AMGN Amgen Inc. | 1,768 | $745.2K | 0.6% | Unchanged | 13F ↗ |
| 43 | WMT Walmart Inc. | 7,014 | $728.8K | 0.6% | -20.4% | 13F ↗ |
| 44 | KMI Kinder Morgan, Inc. | 23,924 | $721.3K | 0.6% | -0.6% | 13F ↗ |
| 45 | SAP Sap SE · ADR | 3,388 | $706.3K | 0.6% | +483% | 13F ↗ |
| 46 | COP ConocoPhillips | 5,448 | $681.8K | 0.6% | Unchanged | 13F ↗ |
| 47 | Select Sector Spdr Tr St Str Techn Etf | 3,477 | $680.6K | 0.6% | -16.9% | 13F ↗ |
| 48 | JPM JPMorgan Chase & Co. | 1,902 | $629.2K | 0.5% | Unchanged | 13F ↗ |
| 49 | Vanguard Admiral Fds Inc Smllcp 600 Idx | 4,639 | $586.9K | 0.5% | Unchanged | 13F ↗ |
| 50 | PSX Phillips 66 | 2,246 | $573.4K | 0.5% | Unchanged | 13F ↗ |
Changes since Q2 2026
7 new, 28 added to, 22 trimmed, 6 exited, 180 unchanged. By estimated dollars.
New positions (7)
| American Centy ETF Tr Intl Smcp Vlu | 23,403 | New | $2.6M |
| CLX Clorox Company | 15,486 | New | $1.3M |
| American Centy ETF Tr Us Sml Cp Valu | 1,663 | New | $195.9K |
| EOG EOG Resources, Inc. | 680 | New | $93.7K |
| Vanguard Tax-Managed Fds | 290 | New | $20.5K |
| Dfa Invt Dimensions Group Inc U.S. Sml Etf | 165 | New | $12.8K |
| Schwab Strategic Tr Us Dividend Eq | 183 | New | $5,953 |
Added to (28)
| NKE Nike, Inc. | 37,357 | +8165% | $1.3M |
| TM Toyota Motor Corporation | 5,923 | +536% | $913.9K |
| Vanguard Index Fds Mrngstr Val Etf | 20,101 | +19.7% | $714.1K |
| SAP Sap SE · ADR | 3,388 | +483% | $585.2K |
| Vanguard World Fd Inf Tech Etf | 12,094 | +30.0% | $351.0K |
| BRK-B Berkshire Hathaway Inc. Class B | 26,332 | +1.3% | $171.8K |
| iShares Tr Core S&P Scp Etf | 27,790 | +4.1% | $149.1K |
| iShares Tr Core S&P500 Etf | 3,678 | +4.7% | $127.1K |
| GLD SPDR Gold Shares · Gold Shs | 3,798 | +8.6% | $114.3K |
| Rbb Fund Trust First Eagle Gbl | 1,553 | +418% | $62.9K |
Trimmed (22)
| WMT Walmart Inc. | 7,014 | -20.4% | -$186.9K |
| Select Sector Spdr Tr St Str Techn Etf | 3,477 | -16.9% | -$138.4K |
| AAPL Apple Inc. | 22,946 | -1.7% | -$128.2K |
| SPY State Street SPDR S&P 500 ETF Trust · Trust units | 4,347 | -1.5% | -$51.1K |
| Invesco Qqq Tr | 534 | -8.6% | -$37.0K |
| VLO Valero Energy Corporation | 431 | -16.5% | -$32.9K |
| Vanguard Index Fds Mrngstr Grwt Etf | 5,271 | -5.2% | -$25.9K |
| HD Home Depot, Inc. | 273 | -23.5% | -$23.9K |
| EMR Emerson Electric Company | 12,466 | -1.1% | -$20.9K |
| UNP Union Pacific Corporation | 3,368 | -2.1% | -$19.6K |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
Search, sort and filter every position, with puts and calls on their own tab. Premium plan.
Compare two quarters
Pick any two quarters: what is new, added to, trimmed or exited. Premium plan.
Reported value by quarter
Value and number of positions at the end of each quarter.
Loading…
Largest positions in earlier quarters
Pick a quarter to see what the fund's biggest positions were then.
Loading…
Ten largest positions
By value, Q3 2026.
Filings
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer