Arkolith/Funds/Alexander Labrunerie & Co., Inc.

Alexander Labrunerie & Co., Inc.

CIK 2024333
Holdings as of Mar 31, 2026·disclosed May 18, 2026·~48-day 13F lag·13F-HR
Active Filer

Alexander Labrunerie & Co., Inc. holds a focused book of 122 stocks worth $267.5M as of Q1 2026 (disclosed May 18, 2026, a ~45-day 13F lag). This quarter they opened MP Materials Corp and trimmed Apple Inc. Their largest long position is Apple Inc at 10% of the equity book. Cloning the disclosed picks since 2024 would be +50% (+20.7%/yr). That is a simulation of the disclosed long book, not audited returns.

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Use Arkolith to show ALEXANDER LABRUNERIE & CO., INC.'s latest
holdings, largest changes, and filing provenance.
Opened
12
new positions
Added to
35
existing
Trimmed
47
reduced
Sold out
8
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+50.2%
+20.7%/yr · since May '24
Their reported book
+45.9%
held from quarter-end
S&P 500
+43.9%
same window
$10K$11K$12K$14K$15KMay '24Oct '24Apr '25Sep '25Feb '26Jul '26
Alexander Labrunerie & Co., Inc. (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 4.3 points over this window.

Growth of $10,000 cloning Alexander Labrunerie & Co., Inc.'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: focused book

Top 5 holdings
33%
Top 10 holdings
47%
Top 20 holdings
68%

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

Direct sector allocation

53% mapped to company sectors

ETF / fund or unclassified
47%
Information Technology
19%
Financials
13%
Consumer Discretionary
10%
Energy
4%
Health Care
2%
Industrials
2%
Materials
1%

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 Alexander Labrunerie & Co., Inc.

Manager / fundShared namesTheir $ in those
MORGAN STANLEY80 / 80$525.4B
ROYAL BANK OF CANADA80 / 80$141.5B
UBS Group AG80 / 80$135.3B
LPL Financial LLC79 / 80$68.1B
CWM, LLC79 / 80$6.9B
WELLS FARGO & COMPANY/MN78 / 80$137.7B
PNC FINANCIAL SERVICES GROUP, INC.78 / 80$80.8B
ENVESTNET ASSET MANAGEMENT INC78 / 80$61.9B

Ranked by how many of Alexander Labrunerie & Co., Inc.'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.

122 positions
#SecurityValueShares% PortLast moveHistory
1Apple Inc
COM
$25.9M102.1K
9.7%
−1.3%
Reduced · −1K sh
2Vanguard Index FDS
S&P 500 ETF SHS
$25.8M43.1K
9.6%
−0.4%
Reduced · −184 sh
3Walmart Inc
COM
$14.0M112.3K
5.2%
−0.1%
Reduced · −70 sh
4Vanguard World FD
INF TECH ETF
$11.9M17.0K
4.4%
−8.1%
Reduced · −2K sh
5JPMorgan Chase & Co
COM
$10.4M35.2K
3.9%
~0%
Reduced · −15 sh
6Exxon Mobil Corp
COM
$8.3M48.9K
3.1%
+0.1%
Added · +68 sh
7Nvidia Corporation
COM
$8.1M46.7K
3.0%
−11%
Reduced · −6K sh
8Ishares TR
ISHARES SEMICDTR
$7.6M23.1K
2.8%
−1.4%
Reduced · −317 sh
9Microsoft Corp
COM
$7.3M19.7K
2.7%
−0.8%
Reduced · −162 sh
10Berkshire Hathaway Inc Del
CL A
$7.2M10
2.7%
−41%
Reduced · −7 sh
11Amazon Com Inc
COM
$6.8M32.6K
2.5%
+1.5%
Added · +476 sh
12Pimco ETF TR
ENHAN SHRT MA AC
$6.7M66.4K
2.5%
−6.3%
Reduced · −5K sh
13Vanguard Index FDS
VALUE ETF
$6.3M32.4K
2.4%
+0.4%
Added · +141 sh
14Ishares TR
PFD AND INCM SEC
$5.6M185.6K
2.1%
−0.2%
Reduced · −358 sh
15Ishares TR
TRUST ISHARE 0-1
$5.6M50.9K
2.1%
−2.0%
Reduced · −1K sh
16Ishares TR
FUTURE AI & TECH
$5.2M110.7K
1.9%
+7.8%
Added · +8K sh
17SPDR Series Trust
STATE STREET SPD
$5.0M195.8K
1.9%
−3.5%
Reduced · −7K sh
18Berkshire Hathaway Inc Del
CL B NEW
$4.7M9.9K
1.8%
−1.6%
Reduced · −163 sh
19Vanguard Index FDS
GROWTH ETF
$4.6M10.5K
1.7%
−3.3%
Reduced · −363 sh
20Vanguard World FD
ENERGY ETF
$4.0M23.1K
1.5%
−0.4%
Reduced · −92 sh
21SPDR Gold TR
GOLD SHS
$3.8M8.8K
1.4%
+19%
Added · +1K sh
22Invesco Exchange Traded FD T
S&P500 EQL WGT
$3.7M19.0K
1.4%
+16%
Added · +3K sh
23Fidelity Merrimack STR TR
TOTAL BD ETF
$3.6M79.5K
1.4%
−1.0%
Reduced · −818 sh
24Vanguard Scottsdale FDS
INTER TERM TREAS
$3.6M60.5K
1.3%
−1.5%
Reduced · −945 sh
25Johnson & Johnson
COM
$3.5M14.3K
1.3%
~0%
Added · +1 sh
26Jackson Financial Inc
COM CL A
$3.4M32.1K
1.3%
−11%
Reduced · −4K sh
27Chevron Corporation
COM
$2.8M13.7K
1.1%
−6.0%
Reduced · −881 sh
28Alphabet Inc
CAP STK CL C
$2.8M9.8K
1.0%
−0.5%
Reduced · −54 sh
29Alphabet Inc
CAP STK CL A
$2.7M9.3K
1.0%
+1.8%
Added · +165 sh
30Bank America Corp
7.25%CNV PFD L
$2.5M2.1K
0.9%
−3.5%
Reduced · −75 sh
31Caterpillar Inc
COM
$2.3M3.2K
0.9%
Held
32Pimco Dynamic Income FD
SHS
$2.2M129.9K
0.8%
+5.1%
Added · +6K sh
33Vanguard Whitehall FDS
HIGH DIV YLD
$2.2M15.0K
0.8%
+12%
Added · +2K sh
34Tesla Inc
COM
$2.2M5.9K
0.8%
−1.8%
Reduced · −109 sh
35Pimco ETF TR
SR LN ACTIVE ETF
$2.2M44.4K
0.8%
+3.0%
Added · +1K sh
36Vanguard Index FDS
MCAP GR IDXVIP
$2.2M8.4K
0.8%
+2.2%
Added · +180 sh
37Ishares Gold TR
ISHARES NEW
$1.4M16.2K
0.5%
+385%
Added · +13K sh
38AT&T Inc
COM
$1.3M44.3K
0.5%
+11%
Added · +4K sh
39Procter & Gamble Co
COM
$1.1M7.5K
0.4%
−23%
Reduced · −2K sh
40MP Materials Corp
COM CL A
$1.0M21.4K
0.4%
New
New position
41Vanguard Admiral FDS Inc
SMLCP 600 GRTH
$1.0M8.2K
0.4%
−0.8%
Reduced · −68 sh
42Pimco ETF TR
MULTISECTOR BD
$981K37.4K
0.4%
+3.5%
Added · +1K sh
43Ameren Corp
COM
$952K8.7K
0.4%
+0.2%
Added · +14 sh
44Williams Sonoma Inc
COM
$924K5.1K
0.3%
Held
45Meta Platforms Inc
CL A
$873K1.5K
0.3%
+0.7%
Added · +10 sh
46Chipotle Mexican Grill Inc
COM
$860K26.9K
0.3%
−0.8%
Reduced · −203 sh
47Vanguard Index FDS
MID CAP ETF
$847K3.0K
0.3%
−1.1%
Reduced · −32 sh
48Visa Inc
COM CL A
$827K2.7K
0.3%
+0.3%
Added · +7 sh
49Nuveen CR Strategies Income
COM SHS
$803K164.9K
0.3%
+65%
Added · +65K sh
50Vanguard World FD
INDUSTRIAL ETF
$797K2.6K
0.3%
−2.6%
Reduced · −68 sh
Showing 50 of 122 positions

Filing history

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

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 18, 2026151$267.5M13F-HR
Q4 2025Dec 31, 2025Mar 26, 2026147$276.2M13F-HR
Q3 2025Sep 30, 2025Nov 25, 2025140$270.6M13F-HR
Q2 2025Jun 30, 2025Aug 1, 2025133$243.9M13F-HR
Q1 2025Mar 31, 2025May 5, 2025118$231.0M13F-HR
Q4 2024Dec 31, 2024Jan 27, 2025111$226.3M13F-HR
Q3 2024Sep 30, 2024Oct 22, 2024113$218.4M13F-HR
Q2 2024Jun 30, 2024Jul 30, 202498$186.1M13F-HR
Q1 2024Mar 31, 2024May 29, 202492$179.1M13F-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.