ADKINS SEALE CAPITAL MANAGEMENT LLC — 13F Holdings

2026 Q2  ·  226 Positions

2026 Q2 Portfolio Activity

In 2026 Q2, ADKINS SEALE CAPITAL MANAGEMENT LLC maintained a portfolio of 226 distinct positions.
Position History hover any row below to update
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PCA Score Concentration Risk
Risk ENB
Total Positions
226
Quarter
2026 Q2
Top Holding
BRK/B (13.0%)
Top 10 Concentration
43.1%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 226

ADKINS SEALE CAPITAL MANAGEMENT LLC Full Holdings List — 2026 Q2

Stock History Sector / Type Port % Prev % Rank / Prev Conviction
Freshness
Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
BRK/B
BERKSHIRE HATHA...
Financial Services 12.97% #1
Prev: #—
9.5
26,112
NEW
26,112 $13,125,197 2026 Q2 13F Filing 2026-06-30 2026-08-05
AAPL
APPLE INC
Technology 6.41% #2
Prev: #—
7.6
23,852
NEW
23,852 $6,484,405 2026 Q2 13F Filing 2026-06-30 2026-08-05
BRK/A
BERKSHIRE HATHA...
Financial Services 3.73% #3
Prev: #—
6.0
5
NEW
5 $3,774,000 2026 Q2 13F Filing 2026-06-30 2026-08-05
IJR
ISHARES S&P SMA...
ETF 3.12% #4
Prev: #—
5.2
26,312
NEW
26,312 $3,162,176 2026 Q2 13F Filing 2026-06-30 2026-08-05
SPY
STATE STREET SP...
ETF 3.03% #5
Prev: #—
5.2
4,496
NEW
4,496 $3,065,912 2026 Q2 13F Filing 2026-06-30 2026-08-05
IAU
ISHARES GOLD TR...
ETF 2.97% #6
Prev: #—
4.7
37,035
NEW
37,035 $3,006,131 2026 Q2 13F Filing 2026-06-30 2026-08-05
SDY
SPDR SER TR S&P...
ETF 2.85% #7
Prev: #—
4.6
20,692
NEW
20,692 $2,879,499 2026 Q2 13F Filing 2026-06-30 2026-08-05
MSFT
MICROSOFT
Technology 2.84% #8
Prev: #—
4.6
5,947
NEW
5,947 $2,876,088 2026 Q2 13F Filing 2026-06-30 2026-08-05
AKRE
AKRE FOCUS ETF
ETF 2.64% #9
Prev: #—
4.6
40,764
NEW
40,764 $2,670,450 2026 Q2 13F Filing 2026-06-30 2026-08-05
IJH
ISHARES CORE S&...
ETF 2.51% #10
Prev: #—
4.5
38,560
NEW
38,560 $2,544,960 2026 Q2 13F Filing 2026-06-30 2026-08-05
IVV
ISHARES CORE S&...
ETF 2.43% #11
Prev: #—
4.5
3,596
NEW
3,596 $2,463,044 2026 Q2 13F Filing 2026-06-30 2026-08-05
VTV
VANGUARD VALUE ...
ETF 2.40% #12
Prev: #—
4.5
12,710
NEW
12,710 $2,427,483 2026 Q2 13F Filing 2026-06-30 2026-08-05
CSCO
CISCO SYS INC
Technology 2.31% #13
Prev: #—
4.4
30,378
NEW
30,378 $2,340,017 2026 Q2 13F Filing 2026-06-30 2026-08-05
GOOGL
GOOGLE INC
Communication Services 1.91% #14
Prev: #—
4.3
6,176
NEW
6,176 $1,933,088 2026 Q2 13F Filing 2026-06-30 2026-08-05
EMR
EMERSON ELEC CO...
Industrials 1.79% #15
Prev: #—
4.2
13,675
NEW
13,675 $1,814,946 2026 Q2 13F Filing 2026-06-30 2026-08-05
IWB
ISHARES TR RUSS...
ETF 1.79% #16
Prev: #—
4.2
4,848
NEW
4,848 $1,810,437 2026 Q2 13F Filing 2026-06-30 2026-08-05
VXUS
VANGUARD TOTAL ...
ETF 1.68% #17
Prev: #—
4.2
22,586
NEW
22,586 $1,703,888 2026 Q2 13F Filing 2026-06-30 2026-08-05
VIG
VANGUARD DIVIDE...
ETF 1.44% #18
Prev: #—
4.1
6,609
NEW
6,609 $1,452,526 2026 Q2 13F Filing 2026-06-30 2026-08-05
IXUS
ISHARES CORE MS...
ETF 1.40% #19
Prev: #—
4.1
16,709
NEW
16,709 $1,414,250 2026 Q2 13F Filing 2026-06-30 2026-08-05
GLD
SPDR GOLD ETF
ETF 1.37% #20
Prev: #—
4.0
3,502
NEW
3,502 $1,387,878 2026 Q2 13F Filing 2026-06-30 2026-08-05
AMZN
AMAZON COM INC ...
Consumer Cyclical 1.12% #21
Prev: #—
3.9
4,890
NEW
4,890 $1,128,710 2026 Q2 13F Filing 2026-06-30 2026-08-05
WSM
WILLIAMS SONOMA...
Consumer Cyclical 1.11% #22
Prev: #—
3.9
6,277
NEW
6,277 $1,121,009 2026 Q2 13F Filing 2026-06-30 2026-08-05
WM
WASTE MANAGEMEN...
Industrials 1.07% #23
Prev: #—
3.9
4,912
NEW
4,912 $1,079,216 2026 Q2 13F Filing 2026-06-30 2026-08-05
JOE
ST JOE COMPANY
Real Estate 1.03% #24
Prev: #—
3.9
17,556
NEW
17,556 $1,042,300 2026 Q2 13F Filing 2026-06-30 2026-08-05
N/A
EXXONMOBIL HOLD...
Unknown 1.00% #25
Prev: #—
3.9
8,435
NEW
8,435 $1,015,160 13F Filing 2026-06-30 2026-08-05
WMT
WALMART INC COM
Consumer Defensive 0.99% #26
Prev: #—
3.9
8,980
NEW
8,980 $1,000,521 2026 Q2 13F Filing 2026-06-30 2026-08-05
RSP
GUGGENHEIM ETF ...
ETF 0.95% #27
Prev: #—
3.9
5,040
NEW
5,040 $965,462 2026 Q2 13F Filing 2026-06-30 2026-08-05
KO
COCA COLA CO CO...
Consumer Defensive 0.93% #28
Prev: #—
3.9
13,411
NEW
13,411 $937,563 2026 Q2 13F Filing 2026-06-30 2026-08-05
SCI
SERVICE CORP IN...
Consumer Cyclical 0.90% #29
Prev: #—
3.9
11,617
NEW
11,617 $905,777 2026 Q2 13F Filing 2026-06-30 2026-08-05
SCHB
SCHWAB ETFS- US...
ETF 0.89% #30
Prev: #—
3.9
34,200
NEW
34,200 $897,066 2026 Q2 13F Filing 2026-06-30 2026-08-05
ITOT
ISHARES CORE S&...
ETF 0.88% #31
Prev: #—
3.9
6,000
NEW
6,000 $892,140 2026 Q2 13F Filing 2026-06-30 2026-08-05
XLE
STATE STREET EN...
ETF 0.87% #32
Prev: #—
3.8
19,668
NEW
19,668 $879,356 2026 Q2 13F Filing 2026-06-30 2026-08-05
VTI
VANGUARD TOTAL ...
ETF 0.84% #33
Prev: #—
3.8
2,521
NEW
2,521 $845,216 2026 Q2 13F Filing 2026-06-30 2026-08-05
JNJ
JOHNSON & JOHNS...
Healthcare 0.80% #34
Prev: #—
3.8
3,914
NEW
3,914 $810,203 2026 Q2 13F Filing 2026-06-30 2026-08-05
UNP
UNION PAC CORP ...
Industrials 0.79% #35
Prev: #—
3.8
3,440
NEW
3,440 $795,909 2026 Q2 13F Filing 2026-06-30 2026-08-05
VGT
VANGUARD INFORM...
ETF 0.70% #36
Prev: #—
3.8
944
NEW
944 $711,568 2026 Q2 13F Filing 2026-06-30 2026-08-05
KMI
KINDER MORGAN I...
Energy 0.67% #37
Prev: #—
3.8
24,536
NEW
24,536 $674,495 2026 Q2 13F Filing 2026-06-30 2026-08-05
WY
WEYERHAEUSER CO...
Real Estate 0.63% #38
Prev: #—
3.8
26,946
NEW
26,946 $638,351 2026 Q2 13F Filing 2026-06-30 2026-08-05
ASML
ASML HLDG NV N ...
Technology 0.63% #39
Prev: #—
3.8
595
NEW
595 $636,567 2026 Q2 13F Filing 2026-06-30 2026-08-05
JPM
JPMORGAN CHASE ...
Financial Services 0.61% #40
Prev: #—
3.7
1,902
NEW
1,902 $612,862 2026 Q2 13F Filing 2026-06-30 2026-08-05
XLK
TECHNOLOGY SELE...
ETF 0.60% #41
Prev: #—
3.7
4,184
NEW
4,184 $602,370 2026 Q2 13F Filing 2026-06-30 2026-08-05
AMGN
AMGEN INC
Healthcare 0.57% #42
Prev: #—
3.7
1,768
NEW
1,768 $578,684 2026 Q2 13F Filing 2026-06-30 2026-08-05
IBM
INTL BUSINESS M...
Technology 0.55% #43
Prev: #—
3.7
1,870
NEW
1,870 $553,913 2026 Q2 13F Filing 2026-06-30 2026-08-05
VIOO
VANGUARD S&P SM...
ETF 0.51% #44
Prev: #—
3.7
4,639
NEW
4,639 $514,743 2026 Q2 13F Filing 2026-06-30 2026-08-05
COP
CONOCOPHILLIPS ...
Energy 0.50% #45
Prev: #—
3.7
5,448
NEW
5,448 $509,987 2026 Q2 13F Filing 2026-06-30 2026-08-05
XLU
STATE STREET UT...
ETF 0.50% #46
Prev: #—
3.7
11,800
NEW
11,800 $503,742 2026 Q2 13F Filing 2026-06-30 2026-08-05
COST
COSTCO WHOLESAL...
Consumer Defensive 0.47% #47
Prev: #—
3.7
547
NEW
547 $471,700 2026 Q2 13F Filing 2026-06-30 2026-08-05
IWM
ISHARES RUSSELL...
ETF 0.45% #48
Prev: #—
3.7
1,856
NEW
1,856 $456,873 2026 Q2 13F Filing 2026-06-30 2026-08-05
VUG
VANGUARD GROWTH...
ETF 0.44% #49
Prev: #—
3.7
918
NEW
918 $447,855 2026 Q2 13F Filing 2026-06-30 2026-08-05
INTC
INTEL CORP COM
Technology 0.42% #50
Prev: #—
3.7
11,587
NEW
11,587 $427,560 2026 Q2 13F Filing 2026-06-30 2026-08-05
Showing 1-50 of 226 holdings

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