Seelaus Asset Management LLC

Est. AUM

$138.7M

13F long equity, this entity only

Positions

204

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	APPLE INC	COM	$9.5M	37432	6.85%	SOLE
2	SPDR S&P 500 ETF TR	TR UNIT	$7.3M	11389	5.26%	SOLE
3	MICROSOFT CORP	COM	$3.4M	9110	2.44%	SOLE
4	ALPHABET INC	CAP STK CL A	$3.4M	11748	2.44%	SOLE
5	CAMECO CORP	COM	$3.3M	30210	2.37%	SOLE
6	AMAZON COM INC	COM	$3.2M	15558	2.34%	SOLE
7	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.7M	5572	1.93%	SOLE
8	ALPHABET INC	CAP STK CL C	$2.3M	8156	1.69%	SOLE
9	NVIDIA CORPORATION	COM	$2.3M	13220	1.66%	SOLE
10	EXXON MOBIL CORP	COM	$2.3M	13475	1.65%	SOLE
11	UNITED RENTALS INC	COM	$2.1M	2923	1.54%	SOLE
12	CRH PLC	ORD	$2.0M	19464	1.48%	SOLE
13	CATERPILLAR INC	COM	$1.7M	2383	1.22%	SOLE
14	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$1.7M	8826	1.20%	SOLE
15	CITIGROUP INC	COM NEW	$1.5M	13400	1.10%	SOLE
16	GE AEROSPACE	COM NEW	$1.4M	4865	1.00%	SOLE
17	COSTCO WHSL CORP NEW	COM	$1.4M	1374	0.99%	SOLE
18	GE VERNOVA INC	COM	$1.4M	1554	0.98%	SOLE
19	INVESCO QQQ TR	UNIT SER 1	$1.3M	2314	0.94%	SOLE
20	CISCO SYS INC	COM	$1.2M	15955	0.89%	SOLE
21	ROSS STORES INC	COM	$1.2M	5635	0.88%	SOLE
22	WILLIAMS COS INC	COM	$1.2M	16775	0.88%	SOLE
23	ABBVIE INC	COM	$1.2M	5554	0.87%	SOLE
24	GALLAGHER ARTHUR J & CO	COM	$1.2M	5475	0.86%	SOLE
25	CHEVRON CORP NEW	COM	$1.2M	5950	0.85%	SOLE
26	SELECT SECTOR SPDR TR	STATE STREET TEC	$1.2M	8670	0.83%	SOLE
27	BLACKSTONE INC	COM	$1.1M	9957	0.83%	SOLE
28	VERIZON COMMUNICATIONS INC	COM	$1.1M	22422	0.81%	SOLE
29	THERMO FISHER SCIENTIFIC INC	COM	$1.0M	2109	0.75%	SOLE
30	AT&T INC	COM	$1.0M	35237	0.74%	SOLE
31	PACKAGING CORP AMER	COM	$1.0M	4770	0.73%	SOLE
32	BOEING CO	COM	$1.0M	5029	0.72%	SOLE
33	VERTIV HOLDINGS CO	COM CL A	$965K	3850	0.70%	SOLE
34	STRYKER CORPORATION	COM	$959K	2920	0.69%	SOLE
35	VANECK ETF TRUST	GOLD MINERS ETF	$954K	10397	0.69%	SOLE
36	CASEYS GEN STORES INC	COM	$948K	1303	0.68%	SOLE
37	AMERICAN ELEC PWR CO INC	COM	$940K	7175	0.68%	SOLE
38	META PLATFORMS INC	CL A	$937K	1638	0.68%	SOLE
39	WESTERN DIGITAL CORP	COM	$925K	3420	0.67%	SOLE
40	ADVANCED MICRO DEVICES INC	COM	$878K	4317	0.63%	SOLE
41	ISHARES TR	7-10 YR TRSY BD	$874K	9157	0.63%	SOLE
42	PHILIP MORRIS INTL INC	COM	$856K	5176	0.62%	SOLE
43	WELLS FARGO CO NEW	PERP PFD CNV A	$844K	731	0.61%	SOLE
44	ONEMAIN HLDGS INC	COM	$832K	15551	0.60%	SOLE
45	BLOOM ENERGY CORP	COM CL A	$789K	5821	0.57%	SOLE
46	VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$776K	9374	0.56%	SOLE
47	SPROTT FDS TR	URANIUM MINERS E	$764K	12095	0.55%	SOLE
48	TE CONNECTIVITY PLC	ORD SHS	$760K	3637	0.55%	SOLE
49	CARETRUST REIT INC	COM	$758K	20672	0.55%	SOLE
50	QUANTA SVCS INC	COM	$749K	1365	0.54%	SOLE

1–50 of 203

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.