
SEEK FIRST INC.
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
![]() | AAPL | 117K | $31.87M |
![]() | CFLT | 58K | $1.77M |
![]() | CSCO | 15K | $1.15M |
![]() | LRCX | 9K | $1.58M |
![]() | TSLA | 9K | $4.05M |
![]() | AMZN | 9K | $1.99M |
![]() | NVDA | 7K | $1.25M |
![]() | GOOG | 5K | $1.69M |
![]() | GILD | 5K | $621.02K |
![]() | NVMI | 4K | $1.22M |
![]() | AMAT | 3K | $859.12K |
![]() | V | 3K | $997.41K |
![]() | NTAP | 2K | $255.83K |
![]() | LITE | 2K | $737.18K |
![]() | CVX | 1K | $219.33K |
![]() | ISRG | 1K | $806.50K |
![]() | MSFT | 1K | $638.31K |
![]() | AMD | 1K | $240.72K |
![]() | BRK-B | 1K | $503.65K |
![]() | GOOGL | 909 | $284.48K |

Apple Inc.
AAPL
Shares Held
117K
Value
$31.87M

Confluent, Inc.
CFLT
Shares Held
58K
Value
$1.77M

Cisco Systems, Inc.
CSCO
Shares Held
15K
Value
$1.15M

Lam Research Corporation
LRCX
Shares Held
9K
Value
$1.58M

Tesla, Inc.
TSLA
Shares Held
9K
Value
$4.05M

Amazon.com, Inc.
AMZN
Shares Held
9K
Value
$1.99M

NVIDIA Corporation
NVDA
Shares Held
7K
Value
$1.25M

Alphabet Inc.
GOOG
Shares Held
5K
Value
$1.69M

Gilead Sciences, Inc.
GILD
Shares Held
5K
Value
$621.02K

Nova Ltd.
NVMI
Shares Held
4K
Value
$1.22M

Applied Materials, Inc.
AMAT
Shares Held
3K
Value
$859.12K

Visa Inc.
V
Shares Held
3K
Value
$997.41K

NetApp, Inc.
NTAP
Shares Held
2K
Value
$255.83K

Lumentum Holdings Inc.
LITE
Shares Held
2K
Value
$737.18K

Chevron Corporation
CVX
Shares Held
1K
Value
$219.33K

Intuitive Surgical, Inc.
ISRG
Shares Held
1K
Value
$806.50K

Microsoft Corporation
MSFT
Shares Held
1K
Value
$638.31K

Advanced Micro Devices, Inc.
AMD
Shares Held
1K
Value
$240.72K

Berkshire Hathaway Inc.
BRK-B
Shares Held
1K
Value
$503.65K

Alphabet Inc.
GOOGL
Shares Held
909
Value
$284.48K
