Arkolith/Funds/Alpha Capital Advisors Inc

Alpha Capital Advisors Inc

CIK 1027694
Holdings as of Jun 30, 2026·disclosed Aug 6, 2026·~37-day 13F lag·13F-HR
Active Filer

Alpha Capital Advisors Inc holds a focused book of 34 reported positions worth $115.9M as of Q2 2026 (disclosed Aug 6, 2026, a ~37-day 13F lag). This quarter they opened Cisco Systems Inc and trimmed SS SPDR P S&P 500 Growth ETF. Their largest long position is SS SPDR P S&P 500 Growth ETF at 17% of the reported non-option book. Cloning the disclosed picks since 2026 would be +9% (+16.9%/yr). That is a simulation of the disclosed long book, not audited returns.

Opened
2
bought for the first time
Sold out
0
exited the position entirely
nothing exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+9.3%
+16.9%/yr · since Feb '26
Their reported book
+8.6%
held from quarter-end
S&P 500
+11.7%
same window
$9K$10K$10K$11K$11KFeb '26Mar '26May '26Jun '26Aug '26Sep '26
Alpha Capital Advisors Inc (copied at disclosure) S&P 500

Growth of $10,000 cloning Alpha Capital Advisors Inc's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~37 days for the latest filing, with 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.

How much sits in the biggest positions

Top-heavy: focused book

Top 5 holdings
50%
Top 10 holdings
75%
Top 20 holdings
95%

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

Where the money is, by sector

4% mapped to company sectors

ETFs / funds
93%
No sector on file yet
3%
Information Technology
2%
Consumer Discretionary
1%

+2 sectors below the cut, 1% together

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 (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Alpha Capital Advisors Inc

Manager / fundShared namesTheir $ in those
Golden Reserve Retirement LLC11 / 34$464.8M
Fortune 45 LLC6 / 34$166.0M
9823 Capital, L.P.4 / 34$100.0M
Angeles Investment Advisors, LLC3 / 34$1.1B
Kearns & Associates LLC5 / 34$135.5M
Banta Asset Management LP5 / 34$70.7M
Stuart Investment Advisors, Inc.4 / 34$156.7M
Beacon Wealthcare LLC5 / 34$191.5M

Ranked by the share of each fund's own book sitting in the names it shares with Alpha Capital Advisors Inc: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

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

34 positions
#SecurityValueShares% PortLast moveHistory
1SPDR Series Trust
STATE STREET SPD
$19.5M164.3K
16.9%
−2.3%
Reduced · −4K sh
2SPDR Series Trust
STATE STREET SPD
$13.9M228.8K
12.0%
−2.4%
Reduced · −6K sh
3Ishares TR
MSCI USA MIN VOL
$9.1M93.9K
7.8%
−4.3%
Reduced · −4K sh
4Capital Grp Fixed Incm ETF T
CORE PLUS INCM
$7.5M337.5K
6.5%
+1.8%
Added · +6K sh
5Ishares TR
MSCI EAFE MIN VL
$7.4M84.3K
6.4%
−0.6%
Reduced · −548 sh
6Ishares TR
S&P 500 GRWT ETF
$7.2M52.1K
6.2%
−1.1%
Reduced · −589 sh
7Vanguard Index FDS
TOTAL STK MKT
$6.9M18.7K
6.0%
−2.6%
Reduced · −505 sh
8Ishares TR
RUSSELL 2000 ETF
$6.2M20.5K
5.3%
−2.8%
Reduced · −585 sh
9Schwab Strategic TR
US DIVIDEND EQ
$5.1M160.4K
4.4%
+1.8%
Added · +3K sh
10Ishares TR
CORE S&P MCP ETF
$4.1M53.3K
3.6%
+0.8%
Added · +438 sh
11Schwab Strategic TR
US LCAP GR ETF
$3.4M101.4K
3.0%
+7.1%
Added · +7K sh
12Invesco QQQ TR
UNIT SER 1
$3.3M4.5K
2.9%
−1.6%
Reduced · −75 sh
13Vanguard Index FDS
S&P 500 ETF SHS
$2.7M3.9K
2.3%
+2.3%
Added · +88 sh
14Vanguard Intl Equity Index F
ALLWRLD EX US
$2.7M31.7K
2.3%
+0.5%
Added · +168 sh
15SPDR Series Trust
STATE STREET SPD
$2.5M42.8K
2.1%
−2.2%
Reduced · −961 sh
16Ishares TR
CORE US AGGBD ET
$2.4M24.5K
2.1%
~0%
Added · +10 sh
17Apple Inc
COM
$2.4M8.3K
2.1%
−2.4%
Reduced · −209 sh
18Ishares TR
CORE S&P SCP ETF
$1.8M12.2K
1.6%
+0.7%
Added · +83 sh
19Litman Gregory FDS TR
IMGP DBI MANAGED
$1.6M52.0K
1.4%
−0.4%
Reduced · −211 sh
20Tesla Inc
COM
$817K1.9K
0.7%
+1.0%
Added · +20 sh
21TCW ETF Trust
TRANSFRM 500 ETF
$636K7.2K
0.5%
Held
22SPDR Series Trust
STATE STREET SPD
$597K3.9K
0.5%
Held
23Ishares TR
ESG AWR MSCI USA
$579K3.5K
0.5%
Held
24Invesco Exch Traded FD TR II
S&P 500 MOMNTM
$537K3.3K
0.5%
−39%
Reduced · −2K sh
25Legg Mason ETF Invt
FRANKLIN US LOW
$495K11.2K
0.4%
Held
26Waste Mgmt Inc Del
COM
$393K1.8K
0.3%
Held
27Ishares TR
EXPND TEC SC ETF
$389K2.4K
0.3%
−37%
Reduced · −1K sh
28Invesco Exchange Traded FD T
S&P MDCP MOMNTUM
$310K1.8K
0.3%
−17%
Reduced · −386 sh
29Cisco Sys Inc
COM
$283K2.4K
0.2%
New
New position
30Flexshares TR
US QT LW VLTY
$257K3.4K
0.2%
Held
31Carvana Co
CL A
$230K3.5K
0.2%
+400%
Added · +3K sh
32Fidelity Covington Trust
MSCI HLTH CARE I
$228K3.0K
0.2%
Held
33Global X FDS
NASDAQ 100 COVER
$223K12.1K
0.2%
Held
34Deere & Co
COM
$220K347
0.2%
New
New position
Showing all 34 positions
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Filing history

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

$115.9M · Q2 2026Q4 2025 · $107.8MQ2 2026 · $115.9M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Aug 6, 202637d34$115.9M13F-HR
Q1 2026Mar 31, 2026May 27, 202657d32$105.1M13F-HR
Q4 2025Dec 31, 2025Feb 18, 202649d33$107.8M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. 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.