ADKINS SEALE CAPITAL MANAGEMENT LLC
Q3 2026 13F filing
Updated 9 days ago237 disclosed positions worth $121.3M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | B BERKSHIRE HATHAWAY INC DEL CL B NEW | $13.1M | 26.3K | 10.81% | — |
| 2 | A APPLE INC | $7.6M | 22.9K | 6.30% | — |
| 3 | V VANGUARD MORNINGSTAR VALUE ETF | $4.3M | 20.1K | 3.58% | — |
| 4 | E ISHARES S&P SMALLCAP 600 ETF | $3.8M | 27.8K | 3.12% | — |
| 5 | B BERKSHIRE HATHAWAY INC DEL CL A | $3.7M | 5 | 3.08% | — |
| 6 | M MICROSOFT | $3.6M | 7.0K | 2.96% | — |
| 7 | S STATE STREET SPDR S&P 500 ETF | $3.3M | 4.3K | 2.73% | — |
| 8 | C CISCO SYS INC | $3.2M | 30.2K | 2.68% | — |
| 9 | S SPDR SER TR S&P DIVID ETF | $3M | 20.5K | 2.48% | — |
| 10 | I ISHARES GOLD TRUST | $3M | 38.5K | 2.48% | — |
| 11 | E ISHARES CORE S&P MID-CAP ETF | $2.9M | 40.2K | 2.38% | — |
| 12 | E ISHARES CORE S&P 500 ETF | $2.8M | 3.7K | 2.32% | — |
| 13 | ? N/A AVANTIS INTERNATIONAL SMALL CAP VALUE ETF | $2.6M | 23.4K | 2.11% | — |
| 14 | G GOOGLE INC | $2.1M | 6.0K | 1.70% | — |
| 15 | E ISHARES TR RUSSELL 1000 INDEX ETF | $2M | 4.8K | 1.64% | — |
| 16 | E EMERSON ELEC CO COM | $1.9M | 12.5K | 1.59% | — |
| 17 | V VANGUARD TOTAL INTL STOCK IDEX ETF | $1.9M | 22.6K | 1.58% | — |
| 18 | ? N/A AKRE FOCUS ETF | $1.9M | 36.0K | 1.56% | — |
| 19 | E ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | $1.6M | 16.7K | 1.31% | — |
| 20 | B VANGUARD DIVIDEND APPRECIATION ETF | $1.6M | 6.7K | 1.28% | — |
| 21 | V VANGUARD INFORMATION TECHNOLOGY ETF | $1.5M | 12.1K | 1.25% | — |
| 22 | G SPDR GOLD ETF | $1.4M | 3.8K | 1.19% | — |
| 23 | X EXXONMOBIL HOLDINGS CORP COM SHS | $1.4M | 8.4K | 1.13% | — |
| 24 | I INTEL CORP COM | $1.4M | 11.4K | 1.13% | — |
| 25 | N NIKE INC CL B | $1.3M | 37.4K | 1.09% | — |
| 26 | W WILLIAMS SONOMA INC COM | $1.3M | 5.6K | 1.05% | — |
| 27 | C CLOROX CO DEL COM | $1.3M | 15.5K | 1.03% | — |
| 28 | A AMAZON COM INC COM | $1.2M | 5.0K | 1.02% | — |
| 29 | S STATE STREET ENERGY SELECT SECTOR SPDR ETF | $1.2M | 20.0K | 1.01% | — |
| 30 | I GUGGENHEIM ETF TRUST S&P 500 EQUAL WEIGHT | $1.2M | 5.6K | 0.97% | — |
| 31 | K COCA COLA CO COM | $1.1M | 13.3K | 0.94% | — |
| 32 | T TOYOTA MOTOR CORP ADS | $1.1M | 5.9K | 0.89% | — |
| 33 | A ASML HLDG NV N Y REGISTRY SHS | $1.1M | 597 | 0.89% | — |
| 34 | J JOHNSON & JOHNSON COM | $1M | 3.9K | 0.85% | — |
| 35 | S SCHWAB ETFS- US BROAD MARKET ETF | $1M | 34.2K | 0.83% | — |
| 36 | E ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $998K | 6.0K | 0.82% | — |
| 37 | J ST JOE COMPANY | $982K | 14.9K | 0.81% | — |
| 38 | W WASTE MANAGEMENT INC | $977K | 4.8K | 0.81% | — |
| 39 | V VANGUARD TOTAL STK MKT | $943K | 2.5K | 0.78% | — |
| 40 | U UNION PAC CORP COM | $916K | 3.4K | 0.76% | — |
| 41 | S SERVICE CORP INTL COM | $885K | 11.6K | 0.73% | — |
| 42 | A AMGEN INC | $745K | 1.8K | 0.61% | — |
| 43 | W WALMART INC COM | $729K | 7.0K | 0.60% | — |
| 44 | E KINDER MORGAN INC | $721K | 23.9K | 0.59% | — |
| 45 | S SAP SE SPON ADR | $706K | 3.4K | 0.58% | — |
| 46 | C CONOCOPHILLIPS COM | $682K | 5.4K | 0.56% | — |
| 47 | S TECHNOLOGY SELECT SECTOR SPDR | $681K | 3.5K | 0.56% | — |
| 48 | J JPMORGAN CHASE & CO COM | $629K | 1.9K | 0.52% | — |
| 49 | V VANGUARD S&P SMALL-CAP 600 ETF | $587K | 4.6K | 0.48% | — |
| 50 | P PHILLIPS 66 | $573K | 2.2K | 0.47% | — |