2 tracked 13F filers disclose a position in FSMAX as of the latest SEC 13F filings, a combined $802K in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | CARRET ASSET MANAGEMENT, LLC | $786K | 7K | —Held | Q2 2026 | |
| 2 | Financial Gravity Companies, Inc. | $16K | 132 | ▲New +132 sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 1 fund opened a new position in FSMAX, while 0 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 2 funds | $99.1M |
| ALPHABET INC-CL CGOOG | 2 funds | $63.1M |
| MICROSOFT CORPMSFT | 2 funds | $48.2M |
| JPMORGAN CHASE & COJPM | 2 funds | $46.8M |
| ALPHABET INC-CL AGOOGL | 2 funds | $38.1M |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 2 funds | $33.5M |
| AMAZON.COM INCAMZN | 2 funds | $25.7M |
| JOHNSON & JOHNSONJNJ | 2 funds | $24.5M |
| APPLIED MATERIALS INCAMAT | 2 funds | $23.2M |
| CISCO SYSTEMS INCCSCO | 2 funds | $21.1M |
| AMERICAN EXPRESS COAXP | 2 funds | $17.6M |
| META PLATFORMS INC-CLASS AMETA | 2 funds | $16.8M |
Ranked by how many of FSMAX's institutional holders also hold each name, a cross-fund conviction signal.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
| Class | 13F holders | Value held |
|---|---|---|
| FXAIXOPEN END TAXABLE NO LOAD FUND | 24 funds | $75.1M |
| FSPSXOPEN END TAXABLE NO LOAD FUND | 3 funds | $654K |
| FSKAXETF | 2 funds | $2.7M |
| FSMAXthis pageFD | 2 funds | $802K |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for FSMAX
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/FSMAX/capital-change-brief"
Use Arkolith's capital_change_brief for FSMAX. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for FSMAX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.