Arkolith/Funds/Alessandra Capital Management, LLC

Alessandra Capital Management, LLC

CIK 2132506
Holdings as of Jun 30, 2026·disclosed Jul 28, 2026·~28-day 13F lag·13F-HR
Active Filer

Alessandra Capital Management, LLC holds a diversified book of 127 stocks worth $141.3M as of Q2 2026 (disclosed Jul 28, 2026, a ~45-day 13F lag). This quarter they opened Clorox Company and trimmed Eli Lilly & Co. Their largest long position is Eli Lilly & Co at 11% of the equity book. Cloning the disclosed picks since 2026 would be +3%. That is a simulation of the disclosed long book, not audited returns.

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holdings, largest changes, and filing provenance.
Opened
24
new positions
Added to
31
existing
Trimmed
51
reduced
Sold out
9
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+2.5%
since Apr '26
Their reported book
+7.5%
held from quarter-end
S&P 500
+2.8%
same window
$10K$10K$10K$11K$11KApr '26May '26Jun '26Jun '26Jul '26Jul '26
Alessandra Capital Management, LLC (copied at disclosure) S&P 500

The reported book (valued from quarter-end) returned +7.5%, a 4.9-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.

Growth of $10,000 cloning Alessandra 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
27%
Top 10 holdings
40%
Top 20 holdings
55%

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

Direct sector allocation

85% mapped to company sectors

Information Technology
29%
Health Care
17%
ETF / fund or unclassified
15%
Consumer Discretionary
11%
Industrials
8%
Materials
8%
Financials
4%
Utilities
4%

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 Alessandra Capital Management, LLC

Manager / fundShared namesTheir $ in those
MORGAN STANLEY79 / 80$448.0B
UBS Group AG78 / 80$114.9B
WELLS FARGO & COMPANY/MN78 / 80$107.7B
LPL Financial LLC78 / 80$48.7B
OSAIC HOLDINGS, INC.78 / 80$11.6B
ROYAL BANK OF CANADA77 / 80$122.1B
NewEdge Advisors, LLC77 / 80$6.4B
Farther Finance Advisors, LLC77 / 80$1.4B

Ranked by how many of Alessandra 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.

127 positions
#SecurityValueShares% PortLast moveHistory
1Eli Lilly & Co
COM
$15.3M12.8K
10.8%
−0.2%
Reduced · −25 sh
2Nvidia Corporation
COM
$7.1M35.5K
5.0%
−0.9%
Reduced · −339 sh
3Intel Corp
COM
$5.7M40.7K
4.0%
−35%
Reduced · −21K sh
4Amazon Com Inc
COM
$5.2M21.9K
3.7%
−1.7%
Reduced · −388 sh
5Kimberly-Clark Corp
COM
$4.6M42.3K
3.3%
+35%
Added · +11K sh
6Costco Wholesale Corporation
COM
$4.6M4.9K
3.2%
−0.5%
Reduced · −23 sh
7Apple Inc
COM
$3.8M13.1K
2.7%
−1.6%
Reduced · −211 sh
8Microsoft Corp
COM
$3.8M10.2K
2.7%
−3.1%
Reduced · −328 sh
9ASML Hldg NV
N Y REGISTRY SHS
$3.1M1.6K
2.2%
−25%
Reduced · −514 sh
10Everus Constr Group
COM
$2.8M16.8K
2.0%
−13%
Reduced · −3K sh
11Mongodb Inc
CL A
$2.6M7.7K
1.8%
−11%
Reduced · −929 sh
12Prime Medicine Inc
COM
$2.5M666.6K
1.7%
+57%
Added · +241K sh
13Boeing Co
COM
$2.4M11.2K
1.7%
+4.3%
Added · +468 sh
14Hancock John Finl Opptys
SH BEN INT NEW
$2.4M61.3K
1.7%
−0.3%
Reduced · −205 sh
15Bioage Labs Inc
COM
$2.3M93.4K
1.6%
−13%
Reduced · −14K sh
16Oshkosh Corp
COM
$2.1M13.6K
1.5%
−0.6%
Reduced · −80 sh
17Fortinet Inc
COM
$2.0M12.9K
1.4%
−10%
Reduced · −2K sh
18Beam Therapeutics Inc
COM
$2.0M56.9K
1.4%
−9.0%
Reduced · −6K sh
19Crowdstrike Hldgs Inc
CL A
$1.8M2.4K
1.3%
+3.6%
Added · +82 sh
20First TR Exchange-Traded FD
FT VEST DJIA
$1.8M83.5K
1.3%
+36%
Added · +22K sh
21Clorox Co Del
COM
$1.8M18.5K
1.2%
New
New position
22Thornburg Incm Builder Opp T
COM
$1.7M79.0K
1.2%
−4.4%
Reduced · −4K sh
23Entergy Corp New
COM
$1.6M14.1K
1.1%
−5.1%
Reduced · −761 sh
24Jefferies Financial Group In
COM
$1.6M31.8K
1.1%
−17%
Reduced · −6K sh
25Niocorp Devs Ltd
COM NEW
$1.5M310.5K
1.1%
New
New position
26J P Morgan Exchange Traded F
ULTRA SHRT ETF
$1.5M29.3K
1.0%
−9.9%
Reduced · −3K sh
27Exxon Mobil Corp
COM
$1.4M10.6K
1.0%
−26%
Reduced · −4K sh
28Goldman Sachs ETF TR
ULTR SHOR BD ETF
$1.4M27.3K
1.0%
−3.9%
Reduced · −1K sh
29Progressive Corp
COM
$1.4M6.3K
1.0%
New
New position
30Northrop Grumman Corp
COM
$1.3M2.6K
1.0%
+12%
Added · +282 sh
31Tortoise Energy Infrstrctr C
COM
$1.3M30.3K
0.9%
−2.5%
Reduced · −771 sh
32Snowflake Inc
COM SHS
$1.2M4.6K
0.8%
New
New position
33Texas Instrs Inc
COM
$1.0M3.5K
0.7%
−4.1%
Reduced · −150 sh
34Duke Energy Corp New
COM NEW
$1.0M8.0K
0.7%
−1.6%
Reduced · −133 sh
35International Business Machs
COM
$981K3.5K
0.7%
−33%
Reduced · −2K sh
36JPMorgan Chase & Co
COM
$962K2.9K
0.7%
+4.6%
Added · +130 sh
37Berkshire Hathaway Inc Del
CL B NEW
$934K1.9K
0.7%
Held
38Chevron Corporation
COM
$923K5.6K
0.7%
−1.8%
Reduced · −100 sh
39Bank Of Amer Corp
COM
$901K15.8K
0.6%
−7.0%
Reduced · −1K sh
40Cisco Sys Inc
COM
$897K7.6K
0.6%
+1.3%
Added · +100 sh
41Textron Inc
COM
$890K9.7K
0.6%
New
New position
42BlackRock Health Sciences TR
COM
$875K20.4K
0.6%
+158%
Added · +12K sh
43Ge Aerospace
COM NEW
$862K2.3K
0.6%
+5.0%
Added · +110 sh
44Lockheed Martin Corp
COM
$853K1.7K
0.6%
+34%
Added · +423 sh
45Coca Cola Co
COM
$845K10.4K
0.6%
+0.2%
Added · +23 sh
46BlackRock Enhanced Intl Div
COM BENE INTER
$834K145.3K
0.6%
+7.4%
Added · +10K sh
47Tesla Inc
COM
$825K2.0K
0.6%
Held
48Oneok Inc New
COM
$823K9.5K
0.6%
−5.3%
Reduced · −533 sh
49First TR Exchange Traded FD
BUYWRIT INCM ETF
$814K34.1K
0.6%
+2.7%
Added · +900 sh
50Qualcomm Inc
COM
$807K4.4K
0.6%
−44%
Reduced · −3K sh
Showing 50 of 127 positions

Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 28, 2026127$141.3M13F-HR
Q1 2026Mar 31, 2026Apr 30, 2026112$117.3M13F-HR
Q4 2025Dec 31, 2025Apr 30, 2026104$112.5M13F-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.