ADKINS SEALE CAPITAL MANAGEMENT LLC
Q2 2026 13F filing
Updated 36 days ago236 disclosed positions worth $112.4M
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | B BRK-A BERKSHIRE HATHAWAY INC DEL CL B NEW | $13M | 26.0K | 11.57% | — |
| 2 | A AAPL APPLE INC | $6.8M | 23.3K | 6.01% | — |
| 3 | E ETHA ISHARES S&P SMALLCAP 600 ETF | $4M | 26.7K | 3.52% | — |
| 4 | B BRK-A BERKSHIRE HATHAWAY INC DEL CL A | $3.7M | 5 | 3.33% | — |
| 5 | V VGES VANGUARD VALUE ETF | $3.7M | 16.8K | 3.26% | — |
| 6 | C CSCO CISCO SYS INC | $3.6M | 30.2K | 3.16% | — |
| 7 | S SPY STATE STREET SPDR S&P 500 ETF | $3.3M | 4.4K | 2.93% | — |
| 8 | S STT-PG SPDR SER TR S&P DIVID ETF | $3.1M | 20.5K | 2.78% | — |
| 9 | E ETHA ISHARES CORE S&P MID-CAP ETF | $3.1M | 39.7K | 2.72% | — |
| 10 | I IAU ISHARES GOLD TRUST | $2.9M | 38.5K | 2.58% | — |
| 11 | E ETHA ISHARES CORE S&P 500 ETF | $2.6M | 3.5K | 2.34% | — |
| 12 | M MSFT MICROSOFT | $2.6M | 7.0K | 2.32% | — |
| 13 | G GOOGN GOOGLE INC | $2.1M | 5.9K | 1.89% | — |
| 14 | E ETHA ISHARES TR RUSSELL 1000 INDEX ETF | $2M | 4.8K | 1.74% | — |
| 15 | ? N/A AKRE FOCUS ETF | $1.9M | 36.3K | 1.72% | — |
| 16 | V VGES VANGUARD TOTAL INTL STOCK IDEX ETF | $1.9M | 22.6K | 1.72% | — |
| 17 | E EMR EMERSON ELEC CO COM | $1.8M | 12.6K | 1.60% | — |
| 18 | E ETHA ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | $1.6M | 16.7K | 1.42% | — |
| 19 | I INTC INTEL CORP COM | $1.6M | 11.4K | 1.41% | — |
| 20 | B BX VANGUARD DIVIDEND APPRECIATION ETF | $1.6M | 6.7K | 1.41% | — |
| 21 | W WSM WILLIAMS SONOMA INC COM | $1.3M | 5.6K | 1.16% | — |
| 22 | G GLD SPDR GOLD ETF | $1.3M | 3.5K | 1.15% | — |
| 23 | A AMZN AMAZON COM INC COM | $1.2M | 5.0K | 1.05% | — |
| 24 | A ASMLF ASML HLDG NV N Y REGISTRY SHS | $1.2M | 594 | 1.05% | — |
| 25 | I IVZ GUGGENHEIM ETF TRUST S&P 500 EQUAL WEIGHT | $1.2M | 5.5K | 1.04% | — |
| 26 | X XOM EXXONMOBIL HOLDINGS CORP COM SHS | $1.2M | 8.4K | 1.03% | — |
| 27 | V VGES VANGUARD INFORMATION TECHNOLOGY ETF | $1.1M | 9.3K | 0.99% | — |
| 28 | K KO COCA COLA CO COM | $1.1M | 13.4K | 0.97% | — |
| 29 | W WM WASTE MANAGEMENT INC | $1.1M | 4.8K | 0.95% | — |
| 30 | S STT-PG STATE STREET ENERGY SELECT SECTOR SPDR ETF | $1.1M | 20.0K | 0.94% | — |
| 31 | W WMT WALMART INC COM | $998K | 8.8K | 0.89% | — |
| 32 | J JNJ JOHNSON & JOHNSON COM | $994K | 3.9K | 0.88% | — |
| 33 | S SCHW-PJ SCHWAB ETFS- US BROAD MARKET ETF | $990K | 34.2K | 0.88% | — |
| 34 | E ETHA ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $986K | 6.0K | 0.88% | — |
| 35 | U UNP UNION PAC CORP COM | $936K | 3.4K | 0.83% | — |
| 36 | J JOE ST JOE COMPANY | $935K | 14.9K | 0.83% | — |
| 37 | V VGES VANGUARD TOTAL STK MKT | $933K | 2.5K | 0.83% | — |
| 38 | S SCI SERVICE CORP INTL COM | $882K | 11.6K | 0.79% | — |
| 39 | S STT-PG TECHNOLOGY SELECT SECTOR SPDR | $797K | 4.2K | 0.71% | — |
| 40 | E EP-PC KINDER MORGAN INC | $769K | 24.1K | 0.68% | — |
| 41 | C CAT CATERPILLAR INC COM | $703K | 660 | 0.63% | — |
| 42 | A AMGN AMGEN INC | $640K | 1.8K | 0.57% | — |
| 43 | V VGES VANGUARD S&P SMALL-CAP 600 ETF | $638K | 4.6K | 0.57% | — |
| 44 | J JPM-PM JPMORGAN CHASE & CO COM | $623K | 1.9K | 0.55% | — |
| 45 | C COP CONOCOPHILLIPS COM | $566K | 5.4K | 0.50% | — |
| 46 | E ETHA ISHARES RUSSELL 2000 ETF | $558K | 1.9K | 0.50% | — |
| 47 | S STT-PG STATE STREET UTILITIES SELECT SECTOR SPDR ETF | $535K | 11.8K | 0.48% | — |
| 48 | C COST COSTCO WHOLESALE CORP | $505K | 540 | 0.45% | — |
| 49 | V VGES VANGUARD GROWTH ETF | $479K | 5.6K | 0.43% | — |
| 50 | I IBM INTL BUSINESS MACHINES | $475K | 1.7K | 0.42% | — |