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

0$50.0M$100.0M$150.0M Q4 2025: $101.2M $101.2M Q4 2025 Q1 2026: $101.3M Q1 2026 Q2 2026: $112.4M Q2 2026

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 —
VYMI Vanguard Int High DVD YLD Inc. 0.11% 1,231 $111K —
DGRO iShares Core Dividend Growth 0.11% 1,593 $111K —
IBB iShares Biotechnology ETF 0.11% 655 $111K —
BMY Bristol-Myers Squibb Co. 0.11% 2,035 $110K —
IWN iShares Russell 2000 Value E 0.11% 600 $109K —
IVOO Vanguard S&P Mid-Cap 400 ETF 0.11% 953 $107K —
TM Toyota Motor Corp. -Spon ADR 0.10% 450 $96K —
NVS Novartis AG-Sponsored ADR 0.09% 641 $88K —
GHC Graham Holdings Co. Class B 0.08% 77 $85K —
CNP Centerpoint Energy Inc. 0.08% 2,201 $84K —
VLO Valero Energy Corp. 0.08% 516 $84K —
ESCA Escalade Inc. 0.08% 6,073 $82K —
PEP Pepsico Inc. 0.08% 558 $80K —
TEL Te Connectivity PLC 0.08% 338 $77K —
AMD Advanced Micro Devices 0.07% 353 $76K —
GEV GE Vernova Inc. 0.07% 106 $69K —
CALY Callaway Golf Company filed as TOPGOLF CALLAWAY BRANDS CORP 0.07% 5,832 $68K —
QCOM Qualcomm Inc. 0.07% 390 $67K —
PFE Pfizer Inc. 0.07% 2,665 $66K —
HFBL Home Federal Bancorp Inc. 0.06% 3,644 $66K —
AXP American Express Co. 0.06% 175 $65K —
VRT Vertiv Holdings Co. Class A 0.06% 396 $64K —
WFC Wells Fargo & Co. 0.06% 666 $62K —
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.06% 523 $60K —
KNSL Kinsale Capital Group Inc. 0.06% 151 $59K —
FDX FedEx Corp. 0.06% 202 $58K —
RRC Range Resources Corp. 0.06% 1,650 $58K —
JCI Johnson Controls Internation 0.06% 471 $56K —
PYPL PayPal Holdings Inc. 0.06% 962 $56K —
BATRA Atlanta Braves Holdings in-A 0.05% 1,265 $54K —
ENB Enbridge Inc. 0.05% 1,102 $53K —
PGEN Precigen Inc. 0.05% 12,500 $52K —
MLPX Global X MLP & Energy Infras 0.05% 818 $50K —
VZ Verizon Communications Inc. 0.04% 1,015 $41K —
ADM Archer-Daniels-Midland Co. 0.04% 712 $41K —
D Dominion Energy Inc. 0.04% 694 $41K —
PSP Invesco Global Listed Privat 0.04% 593 $40K —
GS Goldman Sachs Group Inc. 0.04% 44 $39K —
PKW Invesco Buyback Achievers Et 0.04% 287 $39K —
CL Colgate-Palmolive Co. 0.04% 457 $36K —
VFH Vanguard Financials ETF 0.04% 270 $36K —
FV First Trust DW Focus 5 Fund 0.04% 571 $36K —
DAL Delta Air Lines Inc. 0.03% 483 $34K —
SLI Standard Lithium Ltd. 0.03% 7,478 $33K —
NOBL Proshares S&P 500 Dividend A 0.03% 320 $33K —
XLV SS Health Care Select Sector 0.03% 215 $33K —
ORCL Oracle Corp. 0.03% 170 $33K —
RF Regions Financial Corp. 0.03% 1,222 $33K —
UBER Uber Technologies Inc. 0.03% 404 $33K —
DOW Dow Inc. 0.03% 1,411 $33K —
UNIT Uniti Group Inc. 0.03% 4,642 $33K —
CG The Carlyle Group Inc. 0.03% 546 $32K —
YUM Yum! Brands Inc. 0.03% 200 $30K —
XBI SS SPDR S&P Biotech ETF 0.03% 240 $29K —
NKE Nike Inc. Class B 0.03% 452 $29K —
CGW Invesco S&P Global Water Ind 0.03% 453 $29K —
IP International Paper Co. 0.03% 700 $28K —
SO The Southern Co. 0.03% 305 $27K —
SPTI SS SPDR P Int Term TSY ETF 0.03% 918 $26K —
LOW Lowe's Cos Inc. 0.03% 106 $26K —
EFV iShares MSCI Eafe Value ETF 0.02% 345 $25K —
ADP Automatic Data Processing 0.02% 94 $24K —
AEP American Electric Power 0.02% 203 $23K —
DHR Danaher Corp. 0.02% 102 $23K —
TRGP Targa Resources Corp. 0.02% 124 $23K —
RTX RTX Corp. 0.02% 123 $23K —
SOLS Solstice Adv Materials Inc. 0.02% 457 $22K —
CMCSA Comcast Corp. Class A 0.02% 731 $22K —
CCL Carnival Corp. Ltd. 0.02% 700 $21K —
BIDU Baidu Inc. - Spon ADR 0.02% 160 $21K —
SJT San Juan Basin Royalty TR 0.02% 3,714 $21K —
MDT Medtronic PLC 0.02% 210 $20K —
PG The Procter & Gamble Co. 0.02% 135 $19K —
CGEN Compugen Ltd. 0.02% 12,500 $19K —
UPS United Parcel Service Class B 0.02% 164 $16K —
GILD Gilead Sciences Inc. 0.02% 130 $16K —
SLB SLB Ltd. filed as SLB LIMITED 0.01% 391 $15K —
BWXT BWX Technologies Inc. 0.01% 79 $14K —
PRU Prudential Financial Inc. 0.01% 120 $14K —
BIIB Biogen Inc. 0.01% 75 $13K —
BFST Business First Bancshares 0.01% 499 $13K —
ABT Abbott Laboratories 0.01% 100 $13K —
SNY Sanofi-ADR 0.01% 255 $12K —
DE Deere & Co. 0.01% 26 $12K —
OXY Occidental Petroleum Corp. 0.01% 293 $12K —
DFAS Dimensional US Small Cap ETF 0.01% 165 $11K —
ARKK ARK Innovation ETF 0.01% 143 $11K —
CRSP Crispr Therapeutics AG 0.01% 200 $10K —
SGOV iShares 0-3 Month Treasury B 0.01% 100 $10K —
T AT&T Inc. 0.01% 398 $10K —
ETN Eaton Corp. PLC 0.01% 30 $10K —
MMM 3M Co. 0.01% 59 $9K —
LUMN Lumen Technologies Inc. 0.01% 1,156 $9K —
SWBI Smith & Wesson Brands Inc. 0.01% 910 $9K —
HST Host Hotels & Resorts Inc. 0.01% 500 $9K —
NVO Novo-Nordisk A/S-Spons ADR 0.01% 174 $9K —
RIG Transocean Ltd. 0.01% 2,070 $9K —
IGSB iShares 1-5Y Inv Grade Corp. 0.01% 157 $8K —
ACAD Acadia Pharmaceuticals Inc. 0.01% 300 $8K —
LULU Lululemon Athletica Inc. 0.01% 34 $7K —
VUSB Vanguard Ultra Short Bond Et 0.01% 140 $7K —
IEFA iShares Core MSCI Eafe ETF 0.01% 74 $7K —
DLTR Dollar Tree Inc. 0.01% 44 $5K —
INGR Ingredion Inc. 0.01% 49 $5K —
VWOB Vanguard Emerg MKTS Gov BND 0.01% 80 $5K —
BABA Alibaba Group Holding-SP ADR 0.01% 36 $5K —
TPL Texas Pacific Land Corp. 0.00% 15 $4K —
GEHC GE Healthcare Technology 0.00% 45 $4K —
TSLA Tesla Inc. 0.00% 8 $4K —
VLTO Veralto Corp. 0.00% 34 $3K —
SMR Nuscale Power Corp. 0.00% 225 $3K —
LQD Ishr Ibx Usd Invgd CB ETF-Ui 0.00% 28 $3K —
HOG Harley-Davidson Inc. 0.00% 142 $3K —
AGG iShares Core U.S. Aggregate 0.00% 22 $2K —
SLVM Sylvamo Corp. 0.00% 42 $2K —
WBD Warner Bros Discovery Inc. 0.00% 61 $2K —
AOUT American Outdoor Brands Inc. 0.00% 227 $2K —
NRG NRG Energy Inc. 0.00% 11 $2K —
TFLO iShares Treasury Floating Ra 0.00% 31 $2K —
SRPT Sarepta Therapeutics Inc. 0.00% 50 $1K —
BND Vanguard Total Bond Market 0.00% 4 $296 —
QS Quantumscape Corp. 0.00% 20 $208 —
LCID Lucid Group Inc. 0.00% 15 $159 —
TDC Teradata Corp. 0.00% 2 $61 —
OGEN Oragenics Inc. 0.00% 3 $2 —
Other holdings (1): bonds, preferreds, convertibles and warrants · $694 (not counted above)
SecurityClassShares / PrincipalValueChange
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.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 235$112.4MBRK.B, AAPL, IJR, BRK.A, VTV
Q1 2026 226$101.3MBRK.B, AAPL, BRK.A, IAU, IJR
Q4 2025 225$101.2MBRK.B, AAPL, BRK.A, IJR, SPY