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SEELAUS ASSET MANAGEMENT LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
T-Mobile US, Inc.TMUS3.15K$527.85K
GE AerospaceGE3.13K$1.17M
Strategy IncMSTR3.11K$270.35K
Affirm Holdings, Inc.AFRM3.06K$249.46K
Edwards Lifesciences CorporationEW3.01K$272.65K
Qnity Electronics, Inc.Q2.99K$488.79K
Apollo Global Management, Inc.APO2.88K$341.27K
CAVA Group, Inc.CAVA2.86K$224.45K
The Coca-Cola CompanyKO2.85K$231.62K
NRG Energy, Inc.NRG2.85K$415.54K
Reddit, Inc.RDDT2.83K$490.36K
American Tower CorporationAMT2.81K$459.96K
MongoDB, Inc.MDB2.73K$918.01K
Stryker CorporationSYK2.69K$848.49K
Xometry, Inc.XMTR2.69K$259.54K
Iron Mountain IncorporatedIRM2.65K$334.72K
The PNC Financial Services Group, Inc.PNC2.61K$643.01K
Snowflake Inc.SNOW2.61K$664.5K
NXP Semiconductors N.V.NXPI2.54K$712.97K
Philip Morris International Inc.PM2.48K$449.38K