ADKINS SEALE CAPITAL MANAGEMENT LLC — 13F holdings

ADKINS SEALE CAPITAL MANAGEMENT LLC reported 236 holdings worth $112M in its 13F filing for Q2 2026, filed August 5, 2026.

Largest positions

  1. BRK.B BERKSHIRE HATHAWAY INC DEL — $13.0M (11.6%)
  2. AAPL APPLE INC — $6.75M (6.0%)
  3. IJR ISHARES TR — $3.96M (3.5%)
  4. BRK.A BERKSHIRE HATHAWAY INC DEL — $3.74M (3.3%)
  5. VTV VANGUARD INDEX FDS — $3.66M (3.3%)
  6. CSCO CISCO SYS INC — $3.55M (3.2%)
  7. SPY SPDR S&P 500 ETF TR — $3.30M (2.9%)
  8. SDY SPDR SERIES TRUST — $3.12M (2.8%)
  9. IJH ISHARES TR — $3.06M (2.7%)
  10. IAU ISHARES GOLD TR — $2.91M (2.6%)