DOSSIER · 13F-HR · Q2 2026

ADKINS SEALE CAPITAL MANAGEMENT LLC

$112M in tracked AUM across 236 positions as of Q2 2026.

AS
CIK 0002147212 · last filed Jun 30, 2026
Total AUM
$112M
as of Q2 2026
Holdings
236
positions
Whale Score
51
51
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

ADKINS SEALE CAPITAL MANAGEMENT LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
$13M26K11.6%
02
AAPL
APPLE INC
$7M23K6.0%
03
IJR
ISHARES S&P SMALLCAP 600 ETF
$4M27K3.5%
04
BRK/A
BERKSHIRE HATHAWAY INC DEL CL A
$4M53.3%
05
VTV
VANGUARD VALUE ETF
$4M17K3.3%
06
CSCO
CISCO SYS INC
$4M30K3.2%
07
SPY
STATE STREET SPDR S&P 500 ETF
$3M4K2.9%
08
SDY
SPDR SER TR S&P DIVID ETF
$3M21K2.8%
09
IJH
ISHARES CORE S&P MID-CAP ETF
$3M40K2.7%
10
IAU
ISHARES GOLD TRUST
$3M38K2.6%

Filing history

2026Q2Jun 30
$112M 11.0%
236 positionsView →
2026Q1Mar 31
$101M 0.1%
227 positionsView →
2025Q4Dec 31
$101M
226 positionsView →