Adkins Seale Capital Management LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed August 5, 2026), Adkins Seale Capital Management LLC reported 225 stock positions worth $101.2 million. Its top holding was Berkshire Hathaway Class B (BRK.B) at 13.0% of the portfolio, followed by Apple (AAPL, 6.4%) and Berkshire Hathaway Class A (BRK.A, 3.7%).
- Most Recent 13F
- Q2 2026
- Location
- SHREVEPORT, LA
- CIK
- 0002147212
- Portfolio Value
- $101.2M (Q4 2025)
- SEC Filing
- 0002147212-26-000002 ↗ filed Aug 5, 2026
Holdings Value
Holdings 225 stocks · $101.2M
| BRK.B Berkshire Hathaway Inc. Class B | 12.97% | 26,112 | $13.1M | — |
| AAPL Apple Inc. | 6.41% | 23,852 | $6.5M | — |
| BRK.A Berkshire Hathaway Inc. Class A | 3.73% | 5 | $3.8M | — |
| IJR iShares Core S&P Small-Cap E | 3.12% | 26,312 | $3.2M | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 3.03% | 4,496 | $3.1M | — |
| IAU iShares Gold Trust | 2.97% | 37,035 | $3.0M | — |
| SDY SS SPDR S&P Dividend ETF | 2.85% | 20,692 | $2.9M | — |
| MSFT Microsoft Corp. | 2.84% | 5,947 | $2.9M | — |
| AKRE Akre Focus ETF filed as PROFESIONALLY MANAGED PORTFO | 2.64% | 40,764 | $2.7M | — |
| IJH iShares Core S&P Midcap ETF | 2.51% | 38,560 | $2.5M | — |
| IVV iShares Core S&P 500 ETF | 2.43% | 3,596 | $2.5M | — |
| VTV Vanguard Mrngstr Val ETF-Aui | 2.40% | 12,710 | $2.4M | — |
| CSCO Cisco Systems Inc. | 2.31% | 30,378 | $2.3M | — |
| GOOGL Alphabet Inc. Class A | 1.91% | 6,176 | $1.9M | — |
| EMR Emerson Electric Co. | 1.79% | 13,675 | $1.8M | — |
| IWB iShares Russell 1000 ETF | 1.79% | 4,848 | $1.8M | — |
| VXUS Vanguard Total Intl Stock | 1.68% | 22,586 | $1.7M | — |
| VIG Vanguard Dividend Apprec ETF | 1.44% | 6,609 | $1.5M | — |
| IXUS iShares Core Intl Stock ETF | 1.40% | 16,709 | $1.4M | — |
| GLD SPDR Gold Shares | 1.37% | 3,502 | $1.4M | — |
| AMZN Amazon.com Inc. | 1.12% | 4,890 | $1.1M | — |
| WSM Williams-Sonoma Inc. | 1.11% | 6,277 | $1.1M | — |
| WM Waste Management Inc. | 1.07% | 4,912 | $1.1M | — |
| JOE The St Joe Co. | 1.03% | 17,556 | $1.0M | — |
| XOM Exxonmobil Holdings Corp. | 1.00% | 8,435 | $1.0M | — |
| WMT Walmart Inc. | 0.99% | 8,980 | $1.0M | — |
| RSP Invesco S&P 500 Equal Weight | 0.95% | 5,040 | $965K | — |
| KO The Coca-Cola Co. | 0.93% | 13,411 | $938K | — |
| SCI Service Corp. International | 0.90% | 11,617 | $906K | — |
| SCHB Schwab US Broad Market ETF | 0.89% | 34,200 | $897K | — |
| ITOT iShares Core S&P Total U.S. | 0.88% | 6,000 | $892K | — |
| XLE SS Energy Select Sector | 0.87% | 19,668 | $879K | — |
| VTI VG Morningstar TS MKT ETF-US | 0.84% | 2,521 | $845K | — |
| JNJ Johnson & Johnson | 0.80% | 3,914 | $810K | — |
| UNP Union Pacific Corp. | 0.79% | 3,440 | $796K | — |
| VGT Vanguard Info Tech ETF | 0.70% | 944 | $712K | — |
| KMI Kinder Morgan Inc. | 0.67% | 24,536 | $674K | — |
| WY Weyerhaeuser Co. | 0.63% | 26,946 | $638K | — |
| ASML ASML Holding NV-NY Reg SHS | 0.63% | 595 | $637K | — |
| JPM JPMorgan Chase & Co. | 0.61% | 1,902 | $613K | — |
| XLK SS Technology Select Sector | 0.60% | 4,184 | $602K | — |
| AMGN Amgen Inc. | 0.57% | 1,768 | $579K | — |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.55% | 1,870 | $554K | — |
| VIOO Vanguard S&P Small-Cap 600 E | 0.51% | 4,639 | $515K | — |
| COP Conocophillips | 0.50% | 5,448 | $510K | — |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.50% | 11,800 | $504K | — |
| COST Costco Wholesale Corp. | 0.47% | 547 | $472K | — |
| IWM iShares Russell 2000 ETF | 0.45% | 1,856 | $457K | — |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.44% | 918 | $448K | — |
| INTC Intel Corp. | 0.42% | 11,587 | $428K | — |
| VNQ Vanguard Real Estate ETF | 0.41% | 4,649 | $411K | — |
| META Meta Platforms Inc. Class A | 0.40% | 614 | $405K | — |
| CAT Caterpillar Inc. | 0.40% | 698 | $400K | — |
| V Visa Inc. Class A | 0.39% | 1,120 | $393K | — |
| GOOG Alphabet Inc. Class C | 0.38% | 1,233 | $387K | — |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.37% | 785 | $377K | — |
| MRK Merck & Co. Inc. | 0.36% | 3,509 | $369K | — |
| HON Honeywell International Inc. | 0.35% | 1,834 | $358K | — |
| NOC Northrop Grumman Corp. | 0.35% | 616 | $351K | — |
| CVX Chevron Corp. | 0.34% | 2,282 | $348K | — |
| AVGO Broadcom Inc. | 0.34% | 987 | $342K | — |
| RGR Sturm Ruger & Co. Inc. | 0.31% | 9,499 | $310K | — |
| QQQ Invesco QQQ Trust Series 1 | 0.30% | 494 | $303K | — |
| IYW iShares Ustechnology ETF | 0.29% | 1,455 | $291K | — |
| PSX Phillips 66 | 0.29% | 2,246 | $290K | — |
| EPD Enterprise Products Partners | 0.28% | 8,867 | $284K | — |
| LLY Eli Lilly & Co. | 0.28% | 263 | $283K | — |
| MKL Markel Group Inc. | 0.28% | 130 | $279K | — |
| VOO Vanguard S&P 500 ETF | 0.28% | 445 | $279K | — |
| UNH Unitedhealth Group Inc. | 0.27% | 842 | $278K | — |
| NEE Nextera Energy Inc. | 0.27% | 3,460 | $278K | — |
| MDY State Street SPDR S&P Midcap | 0.27% | 458 | $276K | — |
| HAL Halliburton Co. | 0.27% | 9,610 | $272K | — |
| DUK Duke Energy Corp. | 0.26% | 2,236 | $262K | — |
| MGA Magna International Inc. | 0.25% | 4,818 | $257K | — |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.25% | 800 | $252K | — |
| VB Vanguard Most SM-Cap ETF-Usd | 0.24% | 960 | $248K | — |
| EFA iShares MSCI Eafe ETF | 0.23% | 2,426 | $233K | — |
| BHP BHP Group Ltd.-Spon ADR | 0.22% | 3,640 | $220K | — |
| TSM Taiwan Semiconductor-SP ADR | 0.21% | 707 | $215K | — |
| NVDA Nvidia Corp. | 0.20% | 1,085 | $202K | — |
| LAD Lithia Motors Inc. | 0.20% | 596 | $198K | — |
| LMT Lockheed Martin Corp. | 0.19% | 400 | $193K | — |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 0.18% | 1,300 | $184K | — |
| MCD McDonald's Corp. | 0.17% | 564 | $172K | — |
| GSEW Goldman Sachs Eql WGHT Large | 0.15% | 1,803 | $153K | — |
| GLW Corning Inc. | 0.14% | 1,642 | $144K | — |
| VYM Vanguard High DVD Yield ETF | 0.14% | 1,000 | $144K | — |
| DEO Diageo PLC-Sponsored ADR | 0.13% | 1,578 | $136K | — |
| HD Home Depot Inc. | 0.13% | 388 | $134K | — |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.13% | 2,400 | $132K | — |
| GE General Electric filed as GE AEROSPACE | 0.13% | 428 | $132K | — |
| RSG Republic Services Inc. | 0.13% | 620 | $131K | — |
| VHT Vanguard Health Care ETF | 0.13% | 442 | $127K | — |
| XLP SS Consumer Staples Sel Sect | 0.13% | 1,635 | $127K | — |
| ET Energy Transfer LP | 0.12% | 7,467 | $123K | — |
| XAR SS SPDR S&P Aerospace Def | 0.12% | 500 | $121K | — |
| FHN First Horizon Corp. | 0.12% | 4,900 | $117K | — |
| SCHW Schwab (charles) Corp. | 0.11% | 1,130 | $113K | — |
| MA Mastercard Inc. Class A | 0.11% | 196 | $112K | — |
Other holdings (1): bonds, preferreds, convertibles and warrants · $694 (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | 36 | $694 | — |
Total filed on the 13F, all lines: $101.2M.
Portfolio Sells Q4 2025
No earlier filing to compare with.
Portfolio Buys Q4 2025
No earlier filing to compare with.