Seek First

Campbell, CAfiles as Seek First Inc.

$158m in 67 US stocks at the end of 30 June 2026. The top 10 are 67.4% of the money. It changed about 7.7% of the portfolio this quarter.

Value

$158m

Stocks

Top 10 share

67.4%

Turnover

7.7%

What changed this quarter

New

Bought for the first time this quarter.

Ishares TRCMF
1.8% of the fund
Invesco Exchange Traded FD TDJD
0.3% of the fund
Invesco Exchange Traded FD TPSI
0.2% of the fund
Advanced Micro DevicesAMD
0.2% of the fund
Proshares TRQLD
0.1% of the fund
Fifth Third BancorpFITB
0.1% of the fund
Altria GroupMO
0.1% of the fund
Invesco Exchange Traded FD TRSPR
0.1% of the fund
Wisdomtree TRDGRS
0.1% of the fund

Added

Bought more of a stock they already held.

Schwab Strategic TRSCHD
4.1% of the fund
+3%
Vanguard Index FDSVBR
3.8% of the fund
+2%
Schwab Strategic TRSCHE
2.8% of the fund
+2%
Gilead SciencesGILD
0.4% of the fund
+36%
ChevronCVX
0.3% of the fund
+35%

Cut

Sold some of their stake.

AppleAAPL
15.3% of the fund
-26%
Schwab Strategic TRSCHF
4.0% of the fund
-3%
Schwab Strategic TRSCHI
2.7% of the fund
-4%
TeslaTSLA
2.3% of the fund
-2%
Schwab Strategic TRSCHM
1.2% of the fund
-2%
Vanguard Index FDSVTV
1.2% of the fund
-10%
State STR Spdr S&P 500 ETF TSPY
1.2% of the fund
-13%
Schwab Strategic TRSCHA
1.2% of the fund
-4%
NovaNVMI
1.1% of the fund
-11%
AlphabetGOOG
1.1% of the fund
-7%
Cisco SystemsCSCO
1.1% of the fund
-3%
Vanguard Whitehall FDSVYM
0.9% of the fund
-19%
Schwab Strategic TRSCHY
0.9% of the fund
-4%
Schwab Strategic TRSCHO
0.8% of the fund
-5%
Vanguard Index FDSVO
0.7% of the fund
-4%
Schwab Strategic TRSCHQ
0.7% of the fund
-6%
SandiskSNDK
0.4% of the fund
-14%
Western DigitalWDC
0.4% of the fund
-10%
Schwab Strategic TRSCHZ
0.3% of the fund
-6%
Intuitive SurgicalISRG
0.3% of the fund
-19%
Vanguard Specialized FundsVIG
0.3% of the fund
-23%
Invesco Exch TRD SLF IDX FDBSCR
0.3% of the fund
-12%
Invesco Exch TRD SLF IDX FDBSCQ
0.2% of the fund
-11%
Vanguard Index FDSVUG
0.2% of the fund
-3%
NetAppNTAP
0.2% of the fund
-13%

Sold out

Sold their entire stake.

None this quarter.

Holdings

Schwab Strategic TRSCHG
Share
15.6%
Value
$25m
Shares
728,152
Held
AppleAAPL
Share
15.3%
Value
$24m
Shares
83,496
-26%
Schwab Strategic TRSCHV
Share
13.0%
Value
$21m
Shares
589,947
Held
Schwab Strategic TRSCHD
Share
4.1%
Value
$7m
Shares
207,076
+3%
Schwab Strategic TRSCHF
Share
4.0%
Value
$6m
Shares
230,631
-3%
Vanguard Index FDSVBR
Share
3.8%
Value
$6m
Shares
24,620
+2%
Vanguard Index FDSVBK
Share
3.7%
Value
$6m
Shares
16,084
Held
Schwab Strategic TRSCHE
Share
2.8%
Value
$4m
Shares
120,559
+2%
Schwab Strategic TRSCHI
Share
2.7%
Value
$4m
Shares
187,106
-4%
Lam ResearchLRCX
Share
2.5%
Value
$4m
Shares
9,222
Held
TeslaTSLA
Share
2.3%
Value
$4m
Shares
8,599
-2%
Ishares TRCMF
Share
1.8%
Value
$3m
Shares
50,270
New
Vanguard Scottsdale FDSVMBS
Share
1.8%
Value
$3m
Shares
61,010
Held
Applied MaterialsAMAT
Share
1.5%
Value
$2m
Shares
3,227
Held
Amazon.comAMZN
Share
1.3%
Value
$2m
Shares
8,658
Held
Schwab Strategic TRSCHM
Share
1.2%
Value
$2m
Shares
52,854
-2%
Vanguard Index FDSVTV
Share
1.2%
Value
$2m
Shares
8,720
-10%
State STR Spdr S&P 500 ETF TSPY
Share
1.2%
Value
$2m
Shares
2,543
-13%
Schwab Strategic TRSCHA
Share
1.2%
Value
$2m
Shares
50,462
-4%
NovaNVMI
Share
1.1%
Value
$2m
Shares
3,307
-11%
AlphabetGOOG
Share
1.1%
Value
$2m
Shares
5,032
-7%
Cisco SystemsCSCO
Share
1.1%
Value
$2m
Shares
14,479
-3%
Vanguard Whitehall FDSVYM
Share
0.9%
Value
$1m
Shares
9,435
-19%
Schwab Strategic TRSCHY
Share
0.9%
Value
$1m
Shares
44,188
-4%
NvidiaNVDA
Share
0.8%
Value
$1m
Shares
6,576
Held
Schwab Strategic TRSCHO
Share
0.8%
Value
$1m
Shares
52,412
-5%
Vanguard Index FDSVO
Share
0.7%
Value
$1m
Shares
14,336
-4%
Schwab Strategic TRSCHQ
Share
0.7%
Value
$1m
Shares
34,831
-6%
Invesco QQQ TRQQQ
Share
0.6%
Value
$1m
Shares
1,396
Held
VisaV
Share
0.6%
Value
$964,414
Shares
2,811
Held
Schwab Strategic TRSCHJ
Share
0.5%
Value
$841,134
Shares
34,109
Held
Vanguard Index FDSVB
Share
0.5%
Value
$812,188
Shares
2,679
Held
Lumentum HoldingsLITE
Share
0.5%
Value
$772,254
Shares
900
Held
Wisdomtree TRDES
Share
0.4%
Value
$699,472
Shares
17,194
Held
Wisdomtree TREPS
Share
0.4%
Value
$684,614
Shares
8,801
Held
SandiskSNDK
Share
0.4%
Value
$636,644
Shares
280
-14%
Gilead SciencesGILD
Share
0.4%
Value
$613,934
Shares
4,859
+36%
Western DigitalWDC
Share
0.4%
Value
$558,142
Shares
874
-10%
Vanguard Index FDSVTI
Share
0.3%
Value
$516,649
Shares
1,396
Held
Schwab Strategic TRSCHZ
Share
0.3%
Value
$504,841
Shares
21,826
-6%
Invesco Exchange Traded FD TDJD
Share
0.3%
Value
$503,601
Shares
7,947
New
MicrosoftMSFT
Share
0.3%
Value
$497,346
Shares
1,333
Held
Intuitive SurgicalISRG
Share
0.3%
Value
$460,513
Shares
1,158
-19%
Vanguard Specialized FundsVIG
Share
0.3%
Value
$439,118
Shares
1,856
-23%
Invesco Exch TRD SLF IDX FDBSCR
Share
0.3%
Value
$404,210
Shares
20,607
-12%
ChevronCVX
Share
0.3%
Value
$398,572
Shares
2,405
+35%
Invesco Exchange Traded FD TPSI
Share
0.2%
Value
$395,228
Shares
2,104
New
Wisdomtree TRDDWM
Share
0.2%
Value
$377,258
Shares
8,169
Held
Invesco Exch TRD SLF IDX FDBSCQ
Share
0.2%
Value
$360,635
Shares
18,470
-11%
Advanced Micro DevicesAMD
Share
0.2%
Value
$342,156
Shares
589
New
Vanguard Index FDSVUG
Share
0.2%
Value
$333,272
Shares
3,869
-3%
AlphabetGOOGL
Share
0.2%
Value
$325,224
Shares
910
Held
Eaton Vance Tax-Managed DiveXETYX
Share
0.2%
Value
$323,641
Shares
22,259
Held
NetAppNTAP
Share
0.2%
Value
$321,758
Shares
2,079
-13%
Costco WholesaleCOST
Share
0.2%
Value
$316,393
Shares
338
-4%
Berkshire HathawayBRK-B
Share
0.2%
Value
$307,239
Shares
614
-39%
Wisdomtree TRDON
Share
0.2%
Value
$283,161
Shares
5,010
Held
Pimco ETF TRHYS
Share
0.2%
Value
$257,650
Shares
2,755
Held
Vanguard Tax-Managed FDSVEA
Share
0.2%
Value
$256,044
Shares
3,594
Held
Proshares TRQLD
Share
0.1%
Value
$237,160
Shares
2,451
New
Fifth Third BancorpFITB
Share
0.1%
Value
$234,668
Shares
4,163
New
Ishares TRIQLT
Share
0.1%
Value
$231,416
Shares
4,670
Held
ExxonMobil HoldingsXOM
Share
0.1%
Value
$228,468
Shares
1,671
Held
Altria GroupMO
Share
0.1%
Value
$213,835
Shares
2,972
New
Invesco Exchange Traded FD TRSPR
Share
0.1%
Value
$213,543
Shares
5,840
New
Schwab Strategic TRSCHR
Share
0.1%
Value
$206,600
Shares
8,378
-12%
Wisdomtree TRDGRS
Share
0.1%
Value
$200,698
Shares
3,381
New

Company	Share of fund	Value	Shares	Change
Schwab Strategic TRSCHG	15.6%	$25m	728,152	Held
AppleAAPL	15.3%	$24m	83,496	-26%
Schwab Strategic TRSCHV	13.0%	$21m	589,947	Held
Schwab Strategic TRSCHD	4.1%	$7m	207,076	+3%
Schwab Strategic TRSCHF	4.0%	$6m	230,631	-3%
Vanguard Index FDSVBR	3.8%	$6m	24,620	+2%
Vanguard Index FDSVBK	3.7%	$6m	16,084	Held
Schwab Strategic TRSCHE	2.8%	$4m	120,559	+2%
Schwab Strategic TRSCHI	2.7%	$4m	187,106	-4%
Lam ResearchLRCX	2.5%	$4m	9,222	Held
TeslaTSLA	2.3%	$4m	8,599	-2%
Ishares TRCMF	1.8%	$3m	50,270	New
Vanguard Scottsdale FDSVMBS	1.8%	$3m	61,010	Held
Applied MaterialsAMAT	1.5%	$2m	3,227	Held
Amazon.comAMZN	1.3%	$2m	8,658	Held
Schwab Strategic TRSCHM	1.2%	$2m	52,854	-2%
Vanguard Index FDSVTV	1.2%	$2m	8,720	-10%
State STR Spdr S&P 500 ETF TSPY	1.2%	$2m	2,543	-13%
Schwab Strategic TRSCHA	1.2%	$2m	50,462	-4%
NovaNVMI	1.1%	$2m	3,307	-11%
AlphabetGOOG	1.1%	$2m	5,032	-7%
Cisco SystemsCSCO	1.1%	$2m	14,479	-3%
Vanguard Whitehall FDSVYM	0.9%	$1m	9,435	-19%
Schwab Strategic TRSCHY	0.9%	$1m	44,188	-4%
NvidiaNVDA	0.8%	$1m	6,576	Held
Schwab Strategic TRSCHO	0.8%	$1m	52,412	-5%
Vanguard Index FDSVO	0.7%	$1m	14,336	-4%
Schwab Strategic TRSCHQ	0.7%	$1m	34,831	-6%
Invesco QQQ TRQQQ	0.6%	$1m	1,396	Held
VisaV	0.6%	$964,414	2,811	Held
Schwab Strategic TRSCHJ	0.5%	$841,134	34,109	Held
Vanguard Index FDSVB	0.5%	$812,188	2,679	Held
Lumentum HoldingsLITE	0.5%	$772,254	900	Held
Wisdomtree TRDES	0.4%	$699,472	17,194	Held
Wisdomtree TREPS	0.4%	$684,614	8,801	Held
SandiskSNDK	0.4%	$636,644	280	-14%
Gilead SciencesGILD	0.4%	$613,934	4,859	+36%
Western DigitalWDC	0.4%	$558,142	874	-10%
Vanguard Index FDSVTI	0.3%	$516,649	1,396	Held
Schwab Strategic TRSCHZ	0.3%	$504,841	21,826	-6%
Invesco Exchange Traded FD TDJD	0.3%	$503,601	7,947	New
MicrosoftMSFT	0.3%	$497,346	1,333	Held
Intuitive SurgicalISRG	0.3%	$460,513	1,158	-19%
Vanguard Specialized FundsVIG	0.3%	$439,118	1,856	-23%
Invesco Exch TRD SLF IDX FDBSCR	0.3%	$404,210	20,607	-12%
ChevronCVX	0.3%	$398,572	2,405	+35%
Invesco Exchange Traded FD TPSI	0.2%	$395,228	2,104	New
Wisdomtree TRDDWM	0.2%	$377,258	8,169	Held
Invesco Exch TRD SLF IDX FDBSCQ	0.2%	$360,635	18,470	-11%
Advanced Micro DevicesAMD	0.2%	$342,156	589	New
Vanguard Index FDSVUG	0.2%	$333,272	3,869	-3%
AlphabetGOOGL	0.2%	$325,224	910	Held
Eaton Vance Tax-Managed DiveXETYX	0.2%	$323,641	22,259	Held
NetAppNTAP	0.2%	$321,758	2,079	-13%
Costco WholesaleCOST	0.2%	$316,393	338	-4%
Berkshire HathawayBRK-B	0.2%	$307,239	614	-39%
Wisdomtree TRDON	0.2%	$283,161	5,010	Held
Pimco ETF TRHYS	0.2%	$257,650	2,755	Held
Vanguard Tax-Managed FDSVEA	0.2%	$256,044	3,594	Held
Proshares TRQLD	0.1%	$237,160	2,451	New
Fifth Third BancorpFITB	0.1%	$234,668	4,163	New
Ishares TRIQLT	0.1%	$231,416	4,670	Held
ExxonMobil HoldingsXOM	0.1%	$228,468	1,671	Held
Altria GroupMO	0.1%	$213,835	2,972	New
Invesco Exchange Traded FD TRSPR	0.1%	$213,543	5,840	New
Schwab Strategic TRSCHR	0.1%	$206,600	8,378	-12%
Wisdomtree TRDGRS	0.1%	$200,698	3,381	New

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 28.3% since 30 June 2025.

Where the money is

Technology23.1%

Retail & consumer3.6%

Media & telecom1.3%

Industrials1.1%

Financial services1.0%

Health care0.7%

Energy0.4%

Everyday goods0.3%

Other68.5%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.