Agman Capital LLC holds a focused book of 19 stocks worth $158.6M as of Q2 2026 (disclosed Jul 27, 2026, a ~45-day 13F lag). This quarter they opened Adobe Inc and trimmed Coherent Corp. Their largest long position is Coherent Corp at 18% of the equity book. Cloning the disclosed picks since 2026 would be +11% (+25.8%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2107832/holdings"
Use Arkolith to show AGMAN CAPITAL LLC's latest holdings, largest changes, and filing provenance.
The reported book (valued from quarter-end) returned +31.9%, a 21.1-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Agman Capital 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.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
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.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Agman Capital LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 20 / 19 | $33.0B |
| VANGUARD CAPITAL MANAGEMENT LLC | 20 / 19 | $24.0B |
| STATE STREET CORP | 20 / 19 | $17.3B |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 20 / 19 | $16.9B |
| GEODE CAPITAL MANAGEMENT, LLC | 20 / 19 | $9.8B |
| MORGAN STANLEY | 20 / 19 | $7.5B |
| GOLDMAN SACHS GROUP INC | 20 / 19 | $4.3B |
| Bank of New York Mellon Corp | 20 / 19 | $4.2B |
Ranked by how many of Agman Capital LLC's top 19 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Coherent Corp COM | $28.7M | 72.8K | 18.1% | ▼−19% Reduced · −17K sh | |
| 2 | Graham Corp COM | $22.4M | 181.0K | 14.1% | ▼−10% Reduced · −21K sh | |
| 3 | Mercury Sys Inc COM | $12.5M | 102.4K | 7.9% | ▼−5.7% Reduced · −6K sh | |
| 4 | Gxo Logistics Incorporated COMMON STOCK | $10.5M | 206.2K | 6.6% | ▲+2.3% Added · +5K sh | |
| 5 | Qxo Inc COM | $8.8M | 42.4K | 5.5% | ▼−66% Reduced · −83K sh | |
| 6 | Cadre Hldgs Inc COM | $7.3M | 257.4K | 4.6% | ▲+20% Added · +44K sh | |
| 7 | Sunbelt Rentals Holdings Inc SHS | $6.9M | 91.6K | 4.3% | ▲+2.5% Added · +2K sh | |
| 8 | Enpro Inc COM | $6.8M | 18.2K | 4.3% | ▼−23% Reduced · −6K sh | |
| 9 | Westrock Coffee Co COM | $6.8M | 838.8K | 4.3% | —Held | |
| 10 | Tyler Technologies Inc COM | $6.8M | 23.1K | 4.3% | ▲+38% Added · +6K sh | |
| 11 | Xpo Inc COM | $6.6M | 32.3K | 4.2% | ▼−7.5% Reduced · −3K sh | |
| 12 | CF Inds Hldgs Inc COM | $6.2M | 57.3K | 3.9% | —Held | |
| 13 | Distribution Solutions G COM | $5.9M | 217.1K | 3.7% | —Held | |
| 14 | Westlake Corp COM | $5.2M | 71.5K | 3.3% | ▼−1.1% Reduced · −818 sh | |
| 15 | Adobe Inc COM | $4.7M | 23.0K | 3.0% | ▲New New position | |
| 16 | Avantor Inc COM | $4.1M | 414.9K | 2.6% | —Held | |
| 17 | Phillips 66 COM | $3.2M | 183.6K | 2.0% | ▲+832% Added · +164K sh | |
| 18 | Smurfit Westrock PLC F SHS | $2.9M | 62.0K | 1.8% | —Held | |
| 19 | Ulta Beauty Inc COM | $2.3M | 5.0K | 1.4% | ▲+13% Added · +586 sh |
As-of date vs the date the SEC received each filing
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.