Seascape Capital Management — 13F holdings

Seascape Capital Management reported 96 holdings worth $417M in its 13F filing for Q2 2026, filed July 21, 2026.

Largest positions

1. EMXC ISHARES INC — $34.0M (8.1%)
2. FTCB FIRST TR EXCHANGE-TRADED FD — $30.7M (7.4%)
3. DBND DOUBLELINE ETF TRUST — $29.8M (7.1%)
4. FLEX FLEX LTD — $16.3M (3.9%)
5. CAT CATERPILLAR INC — $13.3M (3.2%)
6. GOVT ISHARES TR — $10.5M (2.5%)
7. GOOGL ALPHABET INC — $9.92M (2.4%)
8. VRT VERTIV HOLDINGS CO — $9.89M (2.4%)
9. NVDA NVIDIA CORPORATION — $8.87M (2.1%)
10. AAPL APPLE INC — $8.45M (2.0%)