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Seelaus Asset Management LLC

Q2 2026 · 13F-HR

Seelaus Asset Management LLCholdings as filed

Filed 2026-07-16 · accession 0001705655-26-000003

$142.4M
Reported value
204
Positions
2026-06-30
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLAPPLE INC$9.9M6.98%34,365CommonSOLE
78462F103SPYSTATE STR SPDR S&P 500 ETF T$8.0M5.61%10,704CommonSOLE
02079K107GOOGALPHABET INC$2.9M2.01%8,114CommonSOLE
13321L108CCJCAMECO CORP$2.8M1.94%27,069CommonSOLE
911363109URIUNITED RENTALS INC$2.7M1.88%2,360CommonSOLE
594918104MSFTMICROSOFT CORP$2.6M1.84%7,030CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$2.5M1.78%5,072CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$2.5M1.77%4,346CommonSOLE
023135106AMZNAMAZON COM INC$2.5M1.77%10,582CommonSOLE
02079K305GOOGLALPHABET INC$2.4M1.72%6,837CommonSOLE
67066G104NVDANVIDIA CORPORATION$2.4M1.71%12,202CommonSOLE
149123101CATCATERPILLAR INC$2.4M1.66%2,221CommonSOLE
958102105WDCWESTERN DIGITAL CORP$2.1M1.47%3,280CommonSOLE
30231G102XOMEXXON MOBIL CORP$1.8M1.26%13,091CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$1.7M1.19%7,950CommonSOLE
093712107BEBLOOM ENERGY CORP$1.7M1.18%5,564CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$1.7M1.16%8,670CommonSOLE
00287Y109ABBVABBVIE INC$1.7M1.16%6,561CommonSOLE
46090E103QQQINVESCO QQQ TR$1.6M1.13%2,186CommonSOLE
17275R102CSCOCISCO SYS INC$1.6M1.12%13,607CommonSOLE
458140100INTCINTEL CORP$1.6M1.11%11,361CommonSOLE
68268W103OMFONEMAIN HLDGS INC$1.6M1.10%25,621CommonSOLE
172967424CCITIGROUP INC$1.5M1.05%10,664CommonSOLE
G25508105CRHCRH PLC$1.3M0.90%11,975CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$1.2M0.87%3,706CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$1.2M0.85%5,266CommonSOLE
09260D107BXBLACKSTONE INC$1.2M0.83%9,998CommonSOLE
369604301GEGE AEROSPACE$1.2M0.82%3,129CommonSOLE
36828A101GEVGE VERNOVA INC$1.1M0.76%925CommonSOLE
695156109PKGPACKAGING CORP AMER$1.1M0.76%4,530CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$947,4090.67%6,925CommonSOLE
097023105BABOEING CO$933,2930.66%4,311CommonSOLE
30303M102METAMETA PLATFORMS INC$922,1060.65%1,637CommonSOLE
60937P106MDBMONGODB INC$918,0150.64%2,733CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$890,1070.63%21,023CommonSOLE
863667101SYKSTRYKER CORPORATION$848,4940.60%2,695CommonSOLE
742718109PGPROCTER & GAMBLE CO$822,5040.58%5,609CommonSOLE
778296103ROSTROSS STORES INC$821,8140.58%3,861CommonSOLE
464287507IJHISHARES TR$810,3490.57%10,509CommonSOLE
969457100WMBWILLIAMS COS INC$800,4190.56%10,767CommonSOLE
532457108LLYELI LILLY & CO$795,2220.56%663CommonSOLE
50050N103KTBKONTOOR BRANDS INC$792,4800.56%9,509CommonSOLE
744320102PRUPRUDENTIAL FINL INC$790,0840.55%7,320CommonSOLE
14174T107CTRECARETRUST REIT INC$787,3900.55%19,514CommonSOLE
949746804WFC 7.5 PERP LWELLS FARGO & CO$779,8180.55%674CommonSOLE
911312106UPSUNITED PARCEL SVCS INC$739,6940.52%6,881CommonSOLE
22160K105COSTCOSTCO WHOLESALE CORPORATION$735,9650.52%787CommonSOLE
15101Q207CLSCELESTICA INC$723,7670.51%1,985CommonSOLE
29786A106ETSYETSY INC$718,6480.50%9,540CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$712,9730.50%2,537CommonSOLE
92189F106GDXVANECK ETF TRUST$704,6280.49%9,339CommonSOLE
464287648IWOISHARES TR$679,7490.48%1,725CommonSOLE
833445109SNOWSNOWFLAKE INC$664,5000.47%2,611CommonSOLE
92206C870VCITVANGUARD SCOTTSDALE FDS$663,4320.47%8,027CommonSOLE
922908769VTIVANGUARD INDEX FDS$663,1120.47%1,792CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$643,0120.45%2,612CommonSOLE
75960P104RELYREMITLY GLOBAL INC$641,8000.45%28,639CommonSOLE
00206R102TAT&T INC$638,0570.45%30,824CommonSOLE
464287440IEFISHARES TR$630,3090.44%6,665CommonSOLE
85208P303URNMSPROTT FDS TR$614,3560.43%11,682CommonSOLE
92189F676SMHVANECK ETF TRUST$603,4190.42%920CommonSOLE
922908363VOOVANGUARD INDEX FDS$602,7830.42%878CommonSOLE
86800U302SMCISUPER MICRO COMPUTER INC$588,6240.41%20,069CommonSOLE
82509L107SHOPSHOPIFY INC$576,6090.40%5,050CommonSOLE
78467Y107MDYSTATE STR SPDR S&P MIDCAP 40$572,5190.40%814CommonSOLE
92840M102VSTVISTRA CORP$567,1020.40%3,575CommonSOLE
770700102HOODROBINHOOD MKTS INC$567,0830.40%5,655CommonSOLE
09290D101BLKBLACKROCK INC$562,5130.40%585CommonSOLE
002824100ABTABBOTT LABORATORIES$557,7790.39%6,147CommonSOLE
81369Y704XLISELECT SECTOR SPDR TR$553,6520.39%2,989CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$549,0970.39%9,530CommonSOLE
64110L106NFLXNETFLIX INC.$541,8550.38%7,589CommonSOLE
922020805VTIPVANGUARD MALVERN FDS$539,1690.38%10,734CommonSOLE
79589L106IOTSAMSARA INC$531,6900.37%16,395CommonSOLE
872590104TMUST-MOBILE US INC$527,8460.37%3,147CommonSOLE
704326107PAYXPAYCHEX INC$509,1530.36%5,178CommonSOLE
464287655IWMISHARES TR$508,0610.36%1,691CommonSOLE
40131M109GHGUARDANT HEALTH INC$507,5510.36%3,383CommonSOLE
75734B100RDDTREDDIT INC$490,3640.34%2,825CommonSOLE
316188309FBNDFIDELITY MERRIMACK STR TR$490,1550.34%10,775CommonSOLE
64828T201RITMRITHM CAPITAL CORP$489,1360.34%52,091CommonSOLE
74743L100QQNITY ELECTRONICS INC$488,7870.34%2,993CommonSOLE
67072T108JFRNUVEEN FLOATING RATE INCOME$487,7510.34%63,592CommonSOLE
92206C771VMBSVANGUARD SCOTTSDALE FDS$486,8240.34%10,400CommonSOLE
303075105FDSFACTSET RESH SYS INC$476,4960.33%2,071CommonSOLE
M5216V106GLBEGLOBAL E ONLINE LTD$467,0840.33%13,449CommonSOLE
651639106NEMNEWMONT CORP$462,3300.32%4,950CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$461,2070.32%8,684CommonSOLE
03027X100AMTAMERICAN TOWER CORP$459,9590.32%2,812CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$458,2620.32%1,400CommonSOLE
78464A870XBISPDR SERIES TRUST$458,1340.32%2,895CommonSOLE
03073E105CORCENCORA INC$449,9380.32%1,590CommonSOLE
842587107SOSOUTHERN CO$449,4540.32%4,696CommonSOLE
718172109PMPHILIP MORRIS INTL INC$449,3800.32%2,484CommonSOLE
032108664HACKAMPLIFY ETF TR$447,5260.31%4,265CommonSOLE
343412102FLRFLUOR CORP$446,5200.31%8,523CommonSOLE
11135F101AVGOBROADCOM INC$444,6120.31%1,177CommonSOLE
72352L106PINSPINTEREST INC$442,0930.31%21,022CommonSOLE
81762P102NOWSERVICENOW INC$439,0160.31%4,422CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$435,2660.31%6,109CommonSOLE
464287804IJRISHARES TR$432,0380.30%2,913CommonSOLE
65339F101NEENEXTERA ENERGY INC$430,0730.30%4,900CommonSOLE
808524797SCHDSCHWAB STRATEGIC TR$426,4790.30%13,449CommonSOLE
92206C409VCSHVANGUARD SCOTTSDALE FDS$425,5770.30%5,385CommonSOLE
947913307TGLRETF OPPORTUNITIES TRUST$421,6560.30%10,410CommonSOLE
26884L109EQTEQT CORP$421,2130.30%7,922CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$419,7190.29%415CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$416,1800.29%1,759CommonSOLE
464287200IVVISHARES TR$415,6340.29%555CommonSOLE
629377508NRGNRG ENERGY INC$415,5410.29%2,845CommonSOLE
292671708UUUUENERGY FUELS INC$410,6980.29%28,324CommonSOLE
166764100CVXCHEVRON CORPORATION$409,4270.29%2,470CommonSOLE
478160104JNJJOHNSON & JOHNSON$406,8600.29%1,602CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$392,5560.28%2,233CommonSOLE
41068X100HASIHA SUSTAINABLE INFRA CAP INC$382,5340.27%9,796CommonSOLE
05464C101AXONAXON ENTERPRISE INC$375,6090.26%670CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$374,0270.26%746CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$371,0110.26%3,180CommonSOLE
35671D857FCXFREEPORT MCMORAN INC$370,6110.26%5,893CommonSOLE
922908744VTVVANGUARD INDEX FDS$366,5580.26%1,682CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$362,5500.25%11,077CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$358,6350.25%4,970CommonSOLE
G5960L103MDTMEDTRONIC PLC$349,7660.25%4,471CommonSOLE
G0772R208NTBBANK OF N T BUTTERFIELD & SO$343,6130.24%5,775CommonSOLE
252131107DXCMDEXCOM INC$341,5990.24%5,072CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$341,2710.24%2,885CommonSOLE
90138F102TWLOTWILIO INC$339,0000.24%1,643CommonSOLE
23804L103DDOGDATADOG INC$337,4270.24%1,296CommonSOLE
558868105MDGLMADRIGAL PHARMACEUTICALS INC$335,0570.24%624CommonSOLE
46284V101IRMIRON MTN INC DEL$334,7220.24%2,650CommonSOLE
46436E718SGOVISHARES TR$333,9220.23%3,317CommonSOLE
92189F486FLTRVANECK ETF TRUST$332,9300.23%13,000CommonSOLE
68389X105ORCLORACLE CORP$323,8760.23%2,210CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$312,3940.22%501CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$312,1240.22%409CommonSOLE
09261X102BXSLBLACKSTONE SECD LENDING FD$309,4160.22%13,050CommonSOLE
907818108UNPUNION PAC CORP$308,1760.22%1,133CommonSOLE
437076102HDHOME DEPOT INC$307,8900.22%873CommonSOLE
758075AF2RWT 7.75 06/15/27REDWOOD TRUST INC$301,4370.21%300,000CommonSOLE
29273V100ETENERGY TRANSFER L P$297,8900.21%15,580CommonSOLE
78464A854SPYMSPDR SERIES TRUST$297,5750.21%3,386CommonSOLE
98980G102ZSZSCALER INC$292,3220.21%2,071CommonSOLE
49845K101KVYOKLAVIYO INC$291,4600.20%19,302CommonSOLE
922475108VEEVVEEVA SYS INC$288,7440.20%1,627CommonSOLE
90290N109USACUSA COMPRESSION PARTNERS LP$284,4310.20%10,778CommonSOLE
83088M102SWKSSKYWORKS SOLUTIONS INC$282,8620.20%4,172CommonSOLE
377322102GKOSGLAUKOS CORP$282,0360.20%2,018CommonSOLE
947913109IVESWEDBUSH SER TR$280,6070.20%7,365CommonSOLE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$278,9220.20%4,938CommonSOLE
94106L109WMWASTE MGMT INC DEL$278,8230.20%1,251CommonSOLE
92333F101VGVENTURE GLOBAL INC$273,3530.19%24,560CommonSOLE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$273,1900.19%4,445CommonSOLE
871829107SYYSYSCO CORP$272,8890.19%3,265CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$272,6460.19%3,014CommonSOLE
464288687PFFISHARES TR$271,7800.19%8,914CommonSOLE
594972408MSTRSTRATEGY INC$270,3520.19%3,110CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$268,1010.19%900CommonSOLE
872540109TJXTJX COS INC NEW$266,2130.19%1,757CommonSOLE
032654105ADIANALOG DEVICES INC$265,7070.19%669CommonSOLE
009066101ABNBAIRBNB INC$265,5940.19%1,856CommonSOLE
98423F109XMTRXOMETRY INC$259,5420.18%2,689CommonSOLE
78454L100SMSM ENERGY COMPANY$256,9020.18%9,843CommonSOLE
82889N525MTBASIMPLIFY EXCHANGE TRADED FUN$249,9140.18%5,093CommonSOLE
00827B106AFRMAFFIRM HLDGS INC$249,4610.18%3,059CommonSOLE
717081103PFEPFIZER INC$249,1080.17%10,345CommonSOLE
47103U845JAAAJANUS DETROIT STR TR$248,0070.17%4,912CommonSOLE
693506107PPGPPG INDS INC$243,1860.17%2,005CommonSOLE
147528103CASYCASEYS GEN STORES INC$240,8210.17%303CommonSOLE
92204A702VGTVANGUARD WORLD FD$240,4650.17%2,012CommonSOLE
921937827BSVVANGUARD BD INDEX FDS$240,3480.17%3,085CommonSOLE
293792107EPDENTERPRISE PRODS PARTNERS L$239,1240.17%6,505CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$238,7140.17%700CommonSOLE
254687106DISDISNEY WALT CO$233,1690.16%2,423CommonSOLE
191216100KOCOCA COLA CO$231,6200.16%2,850CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$229,9760.16%6,764CommonSOLE
46432F388VLUEISHARES TR$228,3830.16%1,143CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$227,4650.16%841CommonSOLE
11777Q209BTGB2GOLD CORP$226,1610.16%60,308CommonSOLE
04626A103ALABASTERA LABS INC$224,6040.16%465CommonSOLE
148929102CAVACAVA GROUP INC$224,4530.16%2,860CommonSOLE
921946406VYMVANGUARD WHITEHALL FDS$219,3460.15%1,388CommonSOLE
G87052109TELTE CONNECTIVITY PLC$218,1420.15%1,082CommonSOLE
G29018101DLODLOCAL LTD$217,8480.15%16,764CommonSOLE
53656F383SPRXLISTED FDS TR$217,4250.15%3,750CommonSOLE
443573100HUBSHUBSPOT INC$216,8220.15%1,188CommonSOLE
595112103MUMICRON TECHNOLOGY INC$213,5440.15%185CommonSOLE
81369Y407XLYSELECT SECTOR SPDR TR$213,4500.15%1,820CommonSOLE
G0593M107AZNASTRAZENECA PLC$211,5070.15%1,120CommonSOLE
316841105FIGFIGMA INC$206,7510.15%11,429CommonSOLE
74762E102QUREQUANTA SVCS INC$205,2110.14%285CommonSOLE
219350105GLWCORNING INC$204,3440.14%800CommonSOLE
75513E101RTXRTX CORPORATION$202,6320.14%1,068CommonSOLE
890516107TRTOOTSIE ROLL INDS INC$202,2590.14%5,114CommonSOLE
03969F109RCUSARCUS BIOSCIENCES INC$201,6280.14%6,540CommonSOLE
83406F102SOFISOFI TECHNOLOGIES INC$196,8890.14%10,981CommonSOLE
55262C100MBIMBIA INC$159,7400.11%24,500CommonSOLE
449109107HYLNHYLIION HOLDINGS CORP$158,9410.11%30,507CommonSOLE
67066X107NANNUVEEN NY DIVI ADV$148,5020.10%12,660CommonSOLE
05684B107BCSFBAIN CAP SPECIALTY FIN INC$141,4760.10%11,300CommonSOLE
092667104SRTASTRATA CRITICAL MEDICAL INC$124,8990.09%23,700CommonSOLE
95768B107HYIWESTERN ASSET HIGH YIELD OPP$114,7610.08%10,796CommonSOLE
98212N107WRAPWRAP TECHNOLOGIES INC$38,5160.03%29,857CommonSOLE
374163103GERNGERON CORP$16,0000.01%12,500CommonSOLE
23283X206CTSOCYTOSORBENTS CORP$6,0960.00%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.