Arkolith/Funds/Absolute Capital Management, LLC

Absolute Capital Management, LLC

CIK 1817648
Holdings as of Jun 30, 2026·disclosed Jul 24, 2026·~24-day 13F lag·13F-HR
Active Filer

Absolute Capital Management, LLC holds a diversified book of 162 stocks worth $400.8M as of Q2 2026 (disclosed Jul 24, 2026, a ~45-day 13F lag). This quarter they opened Vanguard 0-3M T-Bill ETF and trimmed Invesco QQQ Trust Series 1. Their largest long position is Ishares Core S&P 500 ETF at 5% of the equity book. Cloning the disclosed picks since 2024 would be +35% (+19.0%/yr). That is a simulation of the disclosed long book, not audited returns.

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Use Arkolith to show ABSOLUTE CAPITAL MANAGEMENT, LLC's latest
holdings, largest changes, and filing provenance.
Opened
85
new positions
Added to
80
existing
Trimmed
41
reduced
Sold out
12
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+34.8%
+19.0%/yr · since Nov '24
Their reported book
+31.3%
held from quarter-end
S&P 500
+25.8%
same window
$9K$10K$11K$13K$14KNov '24Mar '25Jul '25Nov '25Mar '26Jul '26
Absolute Capital Management, LLC (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 3.5 points over this window.

Growth of $10,000 cloning Absolute Capital Management, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: diversified book

Top 5 holdings
19%
Top 10 holdings
30%
Top 20 holdings
47%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

13% mapped to company sectors

ETF / fund or unclassified
87%
Information Technology
7%
Financials
4%
Industrials
1%
Communication Services
1%
Consumer Discretionary
0%
Health Care
0%
Consumer Staples
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Absolute Capital Management, LLC

Manager / fundShared namesTheir $ in those
ENVESTNET ASSET MANAGEMENT INC80 / 80$126.7B
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO80 / 80$73.9B
COMMONWEALTH EQUITY SERVICES, LLC80 / 80$16.7B
OSAIC HOLDINGS, INC.80 / 80$15.6B
Kestra Advisory Services, LLC80 / 80$7.2B
Steward Partners Investment Advisory, LLC80 / 80$4.4B
MORGAN STANLEY79 / 80$358.8B
ROYAL BANK OF CANADA79 / 80$94.1B

Ranked by how many of Absolute Capital Management, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

162 positions
#SecurityValueShares% PortLast moveHistory
1Ishares TR
CORE S&P500 ETF
$20.6M27.5K
5.1%
+120%
Added · +15K sh
2Ishares TR
ISHARES SEMICDTR
$17.8M27.9K
4.5%
Held
3Invesco QQQ TR
UNIT SER 1
$15.2M20.6K
3.8%
−12%
Reduced · −3K sh
4Ishares TR
CORE DIVID ETF
$11.4M184.3K
2.8%
−0.2%
Reduced · −412 sh
5SPDR Series Trust
ST STR SP1500VT
$11.3M47.5K
2.8%
+0.8%
Added · +403 sh
6Vanguard Instl Index FD
0 3 MO TR BI ETF
$10.4M137.7K
2.6%
New
New position
7SPDR Series Trust
ST STR P500ETF
$9.6M109.0K
2.4%
+5.2%
Added · +5K sh
8Ishares TR
MORNINGSTAR VALU
$8.5M83.9K
2.1%
Held
9Select Sector SPDR TR
ST STR TECHN ETF
$8.2M42.9K
2.0%
−0.7%
Reduced · −296 sh
10Ishares TR
S&P 500 GRWT ETF
$7.7M55.7K
1.9%
+27%
Added · +12K sh
11Invesco Exch Traded FD TR II
INVESCO PHLX SM
$7.6M67.9K
1.9%
Held
12Invesco Exchange Traded FD T
DJ INDL AVG DV
$7.6M119.6K
1.9%
+8.6%
Added · +10K sh
13Berkshire Hathaway Inc Del
CL A
$7.5M10
1.9%
Held
14BlackRock ETF Trust
ISHARES US EQUIT
$6.9M102.1K
1.7%
+28%
Added · +22K sh
15Ishares Inc
MSCI EMRG CHN
$6.9M67.0K
1.7%
New
New position
16State STR SPDR S&P 500 ETF T
TR UNIT
$6.2M8.3K
1.6%
+3.6%
Added · +289 sh
17Vanguard Admiral FDS Inc
500 GRTH IDX F
$6.2M74.5K
1.5%
+487%
Added · +62K sh
18Vanguard Intl Equity Index F
ALLWRLD EX US
$6.2M73.5K
1.5%
Held
19Ishares TR
S&P 500 VAL ETF
$6.1M27.0K
1.5%
+0.4%
Added · +113 sh
20Invesco Exch Traded FD TR II
S&P 500 REVENUE
$6.1M47.4K
1.5%
+1.5%
Added · +698 sh
21Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$5.5M76.9K
1.4%
−8.9%
Reduced · −8K sh
22Vanguard Index FDS
GROWTH ETF
$5.0M58.4K
1.3%
+436%
Added · +47K sh
23Ishares TR
CORE UNIVRSL USD
$4.8M104.2K
1.2%
+49%
Added · +34K sh
24Vanguard World FD
COMM SRVC ETF
$4.8M26.0K
1.2%
−0.3%
Reduced · −85 sh
25State STR SPDR Dow Jones Ind
UT SER 1
$4.4M8.5K
1.1%
Held
26Goldman Sachs Group Inc
COM
$4.4M4.3K
1.1%
−1.1%
Reduced · −47 sh
27BlackRock ETF Trust
ISHA I IN TE ETF
$4.4M82.9K
1.1%
+20%
Added · +14K sh
28Vanguard Index FDS
VALUE ETF
$4.3M19.8K
1.1%
−10%
Reduced · −2K sh
29Vaneck ETF Trust
SEMICONDUCTR ETF
$4.2M6.4K
1.1%
−41%
Reduced · −4K sh
30Ishares Inc
CORE MSCI EMKT
$4.1M49.8K
1.0%
−25%
Reduced · −17K sh
31Vanguard Scottsdale FDS
VNG RUS2000IDX
$4.1M34.0K
1.0%
+114%
Added · +18K sh
32SPDR Series Trust
ST STR SP BIOT
$4.1M26.0K
1.0%
+32%
Added · +6K sh
33Janus Detroit STR TR
HENDRSON AAA CL
$4.1M80.2K
1.0%
+3.6%
Added · +3K sh
34Vanguard Index FDS
TOTAL STK MKT
$4.0M10.9K
1.0%
+3.1%
Added · +331 sh
35Nvidia Corporation
COM
$3.9M19.3K
1.0%
+16%
Added · +3K sh
36Ishares TR
EAFE GRWTH ETF
$3.7M29.5K
0.9%
+30%
Added · +7K sh
37Select Sector SPDR TR
ST STR FINL ETF
$3.2M59.9K
0.8%
Held
38Select Sector SPDR TR
ST STR INDL ETF
$3.1M16.8K
0.8%
+85%
Added · +8K sh
39Ishares TR
MSCI USA VALUE
$3.1M15.5K
0.8%
−17%
Reduced · −3K sh
40Ishares TR
MSCI USA MMENTM
$3.0M8.8K
0.8%
−5.9%
Reduced · −552 sh
41Vanguard Charlotte FDS
TOTAL INT BD ETF
$3.0M62.2K
0.8%
+10%
Added · +6K sh
42Ishares TR
CORE S&P SCP ETF
$2.8M19.0K
0.7%
−4.7%
Reduced · −933 sh
43Ishares TR
RUSSELL 2000 ETF
$2.8M9.3K
0.7%
−1.7%
Reduced · −159 sh
44BlackRock ETF Trust
ISHA LA CORE ETF
$2.8M54.6K
0.7%
+36%
Added · +14K sh
45Vanguard Whitehall FDS
INTL HIGH ETF
$2.7M27.6K
0.7%
+121%
Added · +15K sh
46Quanta Svcs Inc
COM
$2.7M3.8K
0.7%
+1.5%
Added · +57 sh
47BlackRock ETF Trust
ISHA IN CTRY ETF
$2.7M74.0K
0.7%
New
New position
48Vanguard World FD
CONSUM STP ETF
$2.6M11.6K
0.7%
−0.6%
Reduced · −76 sh
49Goldman Sachs ETF TR
EQUAL WEIGHT US
$2.6M27.7K
0.7%
New
New position
50Micron Technology Inc
COM
$2.6M2.2K
0.6%
+38%
Added · +613 sh
Showing 50 of 162 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 24, 2026162$400.8M13F-HR
Q1 2026Mar 31, 2026May 12, 2026146$301.0M13F-HR
Q4 2025Dec 31, 2025Feb 12, 2026133$274.5M13F-HR
Q3 2025Sep 30, 2025Nov 3, 2025120$233.4M13F-HR
Q2 2025Jun 30, 2025Aug 12, 2025123$199.0M13F-HR
Q1 2025Mar 31, 2025May 14, 2025118$173.0M13F-HR
Q4 2024Dec 31, 2024Feb 11, 2025121$180.8M13F-HR
Q3 2024Sep 30, 2024Nov 8, 2024107$168.3M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.