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Seelaus Asset Management LLC

Q1 2026 · 13F-HR

Seelaus Asset Management LLCholdings as filed

Filed 2026-04-29 · accession 0001705655-26-000002

$138.7M
Reported value
203
Positions
2026-03-31
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLAPPLE INC$9.5M6.85%37,432CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$7.3M5.26%11,389CommonSOLE
594918104MSFTMICROSOFT CORP$3.4M2.44%9,110CommonSOLE
02079K305GOOGLALPHABET INC$3.4M2.44%11,748CommonSOLE
13321L108CCJCAMECO CORP$3.3M2.37%30,210CommonSOLE
023135106AMZNAMAZON COM INC$3.2M2.34%15,558CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$2.7M1.93%5,572CommonSOLE
02079K107GOOGALPHABET INC$2.3M1.69%8,156CommonSOLE
67066G104NVDANVIDIA CORPORATION$2.3M1.66%13,220CommonSOLE
30231G102XOMEXXON MOBIL CORP$2.3M1.65%13,475CommonSOLE
911363109URIUNITED RENTALS INC$2.1M1.54%2,923CommonSOLE
G25508105CRHCRH PLC$2.0M1.48%19,464CommonSOLE
149123101CATCATERPILLAR INC$1.7M1.22%2,383CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$1.7M1.20%8,826CommonSOLE
172967424CCITIGROUP INC$1.5M1.10%13,400CommonSOLE
369604301GEGE AEROSPACE$1.4M1.00%4,865CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$1.4M0.99%1,374CommonSOLE
36828A101GEVGE VERNOVA INC$1.4M0.98%1,554CommonSOLE
46090E103QQQINVESCO QQQ TR$1.3M0.94%2,314CommonSOLE
17275R102CSCOCISCO SYS INC$1.2M0.89%15,955CommonSOLE
969457100WMBWILLIAMS COS INC$1.2M0.88%16,775CommonSOLE
778296103ROSTROSS STORES INC$1.2M0.88%5,635CommonSOLE
00287Y109ABBVABBVIE INC$1.2M0.87%5,554CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$1.2M0.86%5,475CommonSOLE
166764100CVXCHEVRON CORP NEW$1.2M0.85%5,950CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$1.2M0.83%8,670CommonSOLE
09260D107BXBLACKSTONE INC$1.1M0.83%9,957CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$1.1M0.81%22,422CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$1.0M0.75%2,109CommonSOLE
00206R102TAT&T INC$1.0M0.74%35,237CommonSOLE
695156109PKGPACKAGING CORP AMER$1.0M0.73%4,770CommonSOLE
097023105BABOEING CO$1.0M0.72%5,029CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$964,7330.70%3,850CommonSOLE
863667101SYKSTRYKER CORPORATION$959,4830.69%2,920CommonSOLE
92189F106GDXVANECK ETF TRUST$954,1330.69%10,397CommonSOLE
147528103CASYCASEYS GEN STORES INC$948,4020.68%1,303CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$940,4990.68%7,175CommonSOLE
30303M102METAMETA PLATFORMS INC$937,1490.68%1,638CommonSOLE
958102105WDCWESTERN DIGITAL CORP$925,0760.67%3,420CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$878,2070.63%4,317CommonSOLE
464287440IEFISHARES TR$873,9440.63%9,157CommonSOLE
718172109PMPHILIP MORRIS INTL INC$855,8000.62%5,176CommonSOLE
949746804WFC 7.5 PERP LWELLS FARGO CO NEW$844,3050.61%731CommonSOLE
68268W103OMFONEMAIN HLDGS INC$831,8000.60%15,551CommonSOLE
093712107BEBLOOM ENERGY CORP$788,6870.57%5,821CommonSOLE
92206C870VCITVANGUARD SCOTTSDALE FDS$775,6990.56%9,374CommonSOLE
85208P303URNMSPROTT FDS TR$763,7990.55%12,095CommonSOLE
G87052109TELTE CONNECTIVITY PLC$760,2060.55%3,637CommonSOLE
14174T107CTRECARETRUST REIT INC$757,6290.55%20,672CommonSOLE
74762E102QUREQUANTA SVCS INC$749,4120.54%1,365CommonSOLE
92206C771VMBSVANGUARD SCOTTSDALE FDS$746,7400.54%15,905CommonSOLE
744320102PRUPRUDENTIAL FINL INC$741,0320.53%7,586CommonSOLE
464287507IJHISHARES TR$730,8100.53%10,822CommonSOLE
742718109PGPROCTER AND GAMBLE CO$718,7330.52%4,976CommonSOLE
219350105GLWCORNING INC$698,7500.50%5,139CommonSOLE
872590104TMUST-MOBILE US INC$690,9990.50%3,290CommonSOLE
50050N103KTBKONTOOR BRANDS INC$674,0810.49%9,590CommonSOLE
002824100ABTABBOTT LABS$644,0490.46%6,273CommonSOLE
64110L106NFLXNETFLIX INC$623,6290.45%6,486CommonSOLE
368736104GNRCGENERAC HLDGS INC$621,1490.45%3,180CommonSOLE
922020805VTIPVANGUARD MALVERN FDS$610,3390.44%12,219CommonSOLE
922908769VTIVANGUARD INDEX FDS$606,3430.44%1,890CommonSOLE
15101Q207CLSCELESTICA INC$585,7820.42%2,075CommonSOLE
548661107LOWLOWES COS INC$577,9410.42%2,446CommonSOLE
316188309FBNDFIDELITY MERRIMACK STR TR$573,9000.41%12,580CommonSOLE
09290D101BLKBLACKROCK INC$568,3710.41%591CommonSOLE
532457108LLYELI LILLY & CO$565,5960.41%659CommonSOLE
292671708UUUUENERGY FUELS INC$560,0930.40%30,690CommonSOLE
651639106NEMNEWMONT CORP$557,4880.40%5,150CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$550,7270.40%8,990CommonSOLE
760759100RSGREPUBLIC SVCS INC$549,3020.40%2,508CommonSOLE
03073E105CORCENCORA INC$546,6040.39%1,740CommonSOLE
464287648IWOISHARES TR$541,4560.39%1,725CommonSOLE
26884L109EQTEQT CORP$531,0760.38%8,345CommonSOLE
92840M102VSTVISTRA CORP$529,9130.38%3,525CommonSOLE
458140100INTCINTEL CORP$524,8820.38%11,894CommonSOLE
G6700G107NVTNVENT ELECTRIC PLC$513,9270.37%4,345CommonSOLE
704326107PAYXPAYCHEX INC$503,3440.36%5,464CommonSOLE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$502,0430.36%814CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$499,4340.36%2,537CommonSOLE
29786A106ETSYETSY INC$494,3020.36%9,890CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$487,5210.35%8,294CommonSOLE
G5960L103MDTMEDTRONIC PLC$484,3730.35%5,590CommonSOLE
86800U302SMCISUPER MICRO COMPUTER INC$480,1050.35%21,085CommonSOLE
842587107SOSOUTHERN CO$475,1680.34%4,923CommonSOLE
81369Y704XLISELECT SECTOR SPDR TR$469,8260.34%2,905CommonSOLE
303075105FDSFACTSET RESH SYS INC$465,4440.34%2,145CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$460,4910.33%2,213CommonSOLE
67072T108JFRNUVEEN FLOATING RATE INCOME$458,0280.33%60,908CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$457,1250.33%1,554CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$446,7490.32%4,541CommonSOLE
G54950103LINLINDE PLC$442,7140.32%893CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$441,0140.32%7,271CommonSOLE
75281A109RRCRANGE RES CORP$440,2790.32%9,745CommonSOLE
375916103GILGILDAN ACTIVEWEAR INC$439,1340.32%7,891CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$438,1790.32%6,838CommonSOLE
629377508NRGNRG ENERGY INC$437,6890.32%2,995CommonSOLE
92189F486FLTRVANECK ETF TRUST$426,7900.31%16,750CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$426,1350.31%1,526CommonSOLE
464287655IWMISHARES TR$424,3280.31%1,711CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$423,5110.31%2,454CommonSOLE
594972408MSTRSTRATEGY INC$416,2080.30%3,335CommonSOLE
922908363VOOVANGUARD INDEX FDS$413,6090.30%692CommonSOLE
343412102FLRFLUOR CORP NEW$412,3860.30%8,840CommonSOLE
G3265R107APTVAPTIV PLC$411,4320.30%5,925CommonSOLE
92206C409VCSHVANGUARD SCOTTSDALE FDS$408,9540.29%5,159CommonSOLE
78464A870XBISPDR SERIES TRUST$406,1810.29%3,180CommonSOLE
64828T201RITMRITHM CAPITAL CORP$402,0440.29%42,410CommonSOLE
032654105ADIANALOG DEVICES INC$395,7660.29%1,244CommonSOLE
11135F101AVGOBROADCOM INC$392,1490.28%1,267CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$390,0010.28%461CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$389,7030.28%1,812CommonSOLE
478160104JNJJOHNSON & JOHNSON$384,5040.28%1,573CommonSOLE
41068X100HASIHA SUSTAINABLE INFRA CAP INC$377,7900.27%10,280CommonSOLE
464287804IJRISHARES TR$376,7840.27%3,031CommonSOLE
464287200IVVISHARES TR$362,5320.26%555CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$362,0430.26%2,475CommonSOLE
92189F676SMHVANECK ETF TRUST$352,7280.25%920CommonSOLE
60937P106MDBMONGODB INC$350,5110.25%1,432CommonSOLE
74743L100QQNITY ELECTRONICS INC$345,3320.25%2,993CommonSOLE
22052L104CTVACORTEVA INC$341,2020.25%4,076CommonSOLE
47103U845JAAAJANUS DETROIT STR TR$340,6020.25%6,762CommonSOLE
922908744VTVVANGUARD INDEX FDS$333,9320.24%1,702CommonSOLE
68389X105ORCLORACLE CORP$332,4690.24%2,260CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$329,1610.24%1,660CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$321,3970.23%2,885CommonSOLE
717081103PFEPFIZER INC$317,9180.23%11,470CommonSOLE
871829107SYYSYSCO CORP$316,7770.23%4,441CommonSOLE
032108664HACKAMPLIFY ETF TR$316,5040.23%4,215CommonSOLE
78454L100SMSM ENERGY CO$312,7670.23%10,031CommonSOLE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$311,7400.22%5,500CommonSOLE
09261X102BXSLBLACKSTONE SECD LENDING FD$309,1550.22%13,050CommonSOLE
90290N109USACUSA COMPRESSION PARTNERS LP$305,8590.22%11,278CommonSOLE
075887109BDXBECTON DICKINSON & CO$305,3410.22%1,942CommonSOLE
758075AF2RWT 7.75 06/15/27REDWOOD TRUST INC$303,6090.22%300,000CommonSOLE
G0772R208NTBBANK OF NT BUTTERFIELD&SON L$303,0720.22%5,775CommonSOLE
29273V100ETENERGY TRANSFER L P$300,6940.22%15,580CommonSOLE
58933Y105MRKMERCK & CO INC$294,7520.21%2,450CommonSOLE
872540109TJXTJX COS INC NEW$292,5890.21%1,832CommonSOLE
464288687PFFISHARES TR$290,4960.21%9,581CommonSOLE
11777Q209BTGB2GOLD CORP$286,1270.21%63,175CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$284,6840.21%656CommonSOLE
20825C104COPCONOCOPHILLIPS$282,3480.20%2,139CommonSOLE
464288646IGSBISHARES TR$279,9870.20%5,327CommonSOLE
808524797SCHDSCHWAB STRATEGIC TR$277,7160.20%9,052CommonSOLE
94106L109WMWASTE MGMT INC DEL$276,2080.20%1,202CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$275,0600.20%356CommonSOLE
40131M109GHGUARDANT HEALTH INC$274,8010.20%2,975CommonSOLE
82889N525MTBASIMPLIFY EXCHANGE TRADED FUN$270,9420.20%5,478CommonSOLE
46284V101IRMIRON MTN INC DEL$270,6710.20%2,650CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$266,3080.19%5,394CommonSOLE
M2197Q107CLBTCELLEBRITE DI LTD$263,8870.19%19,150CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$263,2210.19%9,997CommonSOLE
747525103QCOMQUALCOMM INC$262,5820.19%2,039CommonSOLE
833445109SNOWSNOWFLAKE INC$260,7680.19%1,729CommonSOLE
81762P102NOWSERVICENOW INC$259,0750.19%2,478CommonSOLE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$257,8900.19%4,645CommonSOLE
437076102HDHOME DEPOT INC$254,5610.18%774CommonSOLE
46137V100PPAINVESCO EXCHANGE TRADED FD T$252,6930.18%1,525CommonSOLE
G96629103WTWWILLIS TOWERS WATSON PLC LTD$249,7110.18%859CommonSOLE
252131107DXCMDEXCOM INC$245,4850.18%3,909CommonSOLE
293792107EPDENTERPRISE PRODS PARTNERS L$244,3710.18%6,458CommonSOLE
921937827BSVVANGUARD BD INDEX FDS$239,1510.17%3,050CommonSOLE
79589L106IOTSAMSARA INC$233,6820.17%7,374CommonSOLE
M5216V106GLBEGLOBAL E ONLINE LTD$231,1280.17%7,492CommonSOLE
83088M102SWKSSKYWORKS SOLUTIONS INC$231,0680.17%4,315CommonSOLE
464287457SHYISHARES TR$230,3700.17%2,790CommonSOLE
191216100KOCOCA COLA CO$228,1500.16%3,000CommonSOLE
907818108UNPUNION PAC CORP$226,3640.16%933CommonSOLE
26923N7692649699DETF OPPORTUNITIES TRUST$222,9060.16%6,160CommonSOLE
558868105MDGLMADRIGAL PHARMACEUTICALS INC$220,9040.16%422CommonSOLE
670657105XNEAXNUVEEN AMT FREE QLTY MUN INC$220,6700.16%19,650CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$218,9040.16%841CommonSOLE
890516107TRTOOTSIE ROLL INDS INC$218,5120.16%5,115CommonSOLE
97717X669DGRWWISDOMTREE TR$218,1070.16%2,483CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$216,9190.16%1,097CommonSOLE
46436E718SGOVISHARES TR$216,4190.16%2,150CommonSOLE
693506107PPGPPG INDS INC$214,2940.15%2,005CommonSOLE
46982L108JJACOBS SOLUTIONS INC$210,7700.15%1,500CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$210,3660.15%745CommonSOLE
12008R107BLDRBUILDERS FIRSTSOURCE INC$209,1180.15%2,540CommonSOLE
947913109IVESWEDBUSH SER TR$208,9450.15%7,365CommonSOLE
28618M106ESIELEMENT SOLUTIONS INC$208,3220.15%6,102CommonSOLE
75513E101RTXRTX CORPORATION$206,0170.15%1,068CommonSOLE
428103105HESMHESS MIDSTREAM LP$206,0110.15%5,300CommonSOLE
09248X100BBNBLACKROCK TAX MUNICPAL BD TR$205,9250.15%12,735CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$204,0310.15%2,171CommonSOLE
525327102LDOSLEIDOS HOLDINGS INC$202,1760.15%1,300CommonSOLE
921946406VYMVANGUARD WHITEHALL FDS$201,5180.15%1,361CommonSOLE
72352L106PINSPINTEREST INC$195,2660.14%10,647CommonSOLE
75960P104RELYREMITLY GLOBAL INC$190,3590.14%12,148CommonSOLE
19247L106RQICOHEN & STEERS QUALITY INCOM$177,5570.13%14,735CommonSOLE
G29018101DLODLOCAL LTD$176,0420.13%13,573CommonSOLE
05684B107BCSFBAIN CAP SPECIALTY FIN INC$149,4200.11%12,050CommonSOLE
55262C100MBIMBIA INC$144,7950.10%24,500CommonSOLE
67066X107NANNUVEEN NEW YORK QLT MUN INC$138,6020.10%12,431CommonSOLE
72200W106PMLPIMCO MUN INCOME FD II$120,0150.09%15,854CommonSOLE
092667104SRTASTRATA CRITICAL MEDICAL INC$101,7830.07%24,350CommonSOLE
449109107HYLNHYLIION HOLDINGS CORP$53,6920.04%30,507CommonSOLE
98212N107WRAPWRAP TECHNOLOGIES INC$47,6480.03%30,940CommonSOLE
374163103GERNGERON CORP$18,6250.01%12,500CommonSOLE
38149E101GLDGGOLDMINING INC$11,8960.01%10,000CommonSOLE
23283X206CTSOCYTOSORBENTS CORP$9,2310.01%16,300CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.