Arkolith/Funds/Arbor Capital Management Inc

Arbor Capital Management Inc

CIK 1027570
Holdings as of Jun 30, 2026·disclosed Aug 6, 2026·~37-day 13F lag·13F-HR
Active Filer

Arbor Capital Management Inc holds a diversified book of 87 stocks worth $101.5M as of Q2 2026 (disclosed Aug 6, 2026, a ~37-day 13F lag). This quarter they opened GMO International Value ETF and trimmed Amazon.com Inc. Their largest long position is Amazon.com Inc at 3% of the equity book.

Opened
28
bought for the first time
Added to
4
already held, bought more
Trimmed
77
sold some, still holds it
Sold out
16
exited the position entirely

Concentration

Top-heavy: diversified book

Top 5 holdings
15%
Top 10 holdings
28%
Top 20 holdings
49%

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

Direct sector allocation

78% mapped to company sectors

ETF / fund or unclassified
22%
Information Technology
19%
Real Estate
15%
Financials
12%
Consumer Discretionary
8%
Health Care
7%
Consumer Staples
4%
Communication Services
3%

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 Arbor Capital Management Inc

Manager / fundShared namesTheir $ in those
OSAIC HOLDINGS, INC.80 / 80$12.9B
ENVESTNET ASSET MANAGEMENT INC79 / 80$46.7B
COMMONWEALTH EQUITY SERVICES, LLC78 / 80$13.5B
Farther Finance Advisors, LLC78 / 80$1.5B
MORGAN STANLEY77 / 80$470.8B
LPL Financial LLC77 / 80$54.3B
Cetera Investment Advisers77 / 80$15.0B
MML INVESTORS SERVICES, LLC77 / 80$7.7B

Ranked by how many of Arbor Capital Management 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.

87 positions
#SecurityValueShares% PortLast moveHistory
1Amazon Com Inc
COM
$3.5M15.3K
3.5%
−0.9%
Reduced · −139 sh
2Ark ETF TR
INNOVATION ETF
$3.4M44.8K
3.3%
−12%
Reduced · −6K sh
3J P Morgan Exchange Traded F
FLEXI DEBT ETF
$3.3M65.0K
3.2%
−10%
Reduced · −7K sh
4Alphabet Inc
CAP STK CL A
$2.8M8.1K
2.7%
−10.0%
Reduced · −894 sh
5Taiwan Semiconductor Manufac
SPONSORED ADS
$2.7M6.6K
2.7%
−10%
Reduced · −752 sh
63M Co
COM
$2.7M15.6K
2.6%
−12%
Reduced · −2K sh
7Johnson & Johnson
COM
$2.7M10.2K
2.6%
−4.5%
Reduced · −479 sh
8Qualcomm Inc
COM
$2.7M16.0K
2.6%
−13%
Reduced · −2K sh
9Broadcom Inc
COM
$2.5M6.6K
2.4%
−11%
Reduced · −836 sh
10Apple Inc
COM
$2.5M7.8K
2.4%
−11%
Reduced · −950 sh
11Fidelity Wise Origin Bitcoin
SHS
$2.3M43.7K
2.3%
−17%
Reduced · −9K sh
12Southern Copper Corp
COM
$2.3M13.1K
2.3%
−11%
Reduced · −2K sh
13Coca Cola Co
COM
$2.2M25.6K
2.2%
−8.6%
Reduced · −2K sh
14Microsoft Corp
COM
$2.2M5.7K
2.1%
−8.8%
Reduced · −543 sh
15Simon Ppty Group Inc New
COM
$2.1M9.1K
2.1%
−11%
Reduced · −1K sh
16Cisco Sys Inc
COM
$2.1M18.3K
2.1%
−12%
Reduced · −3K sh
17Philip Morris Intl Inc
COM
$2.0M10.5K
2.0%
−10%
Reduced · −1K sh
18JPMorgan Chase & Co
COM
$2.0M6.0K
2.0%
−11%
Reduced · −721 sh
19Home Depot Inc
COM
$1.9M5.5K
1.9%
−11%
Reduced · −683 sh
20United Parcel Svcs Inc
CL B
$1.9M17.8K
1.9%
−10%
Reduced · −2K sh
21Chevron Corporation
COM
$1.8M9.9K
1.8%
−8.0%
Reduced · −857 sh
22Welltower Inc
COM
$1.8M7.5K
1.7%
−14%
Reduced · −1K sh
23Columbia ETF TR I
MULTI SEC MUNI
$1.7M81.7K
1.6%
−1.4%
Reduced · −1K sh
24US Bancorp
COM NEW
$1.6M26.3K
1.6%
−11%
Reduced · −3K sh
25Ventas Inc
COM
$1.6M17.3K
1.6%
−15%
Reduced · −3K sh
26Kinder Morgan Inc Del
COM
$1.6M49.2K
1.5%
−10%
Reduced · −5K sh
27Nvidia Corporation
COM
$1.5M7.9K
1.5%
−11%
Reduced · −998 sh
28American Express Co
COM
$1.5M4.6K
1.5%
−7.0%
Reduced · −343 sh
29PPL Corp
COM
$1.5M41.6K
1.5%
−9.8%
Reduced · −5K sh
30Prologis Inc.
COM
$1.5M10.5K
1.5%
−16%
Reduced · −2K sh
31First TR Exch Traded FD III
SHRT DUR MNG MUN
$1.4M69.9K
1.4%
+0.4%
Added · +278 sh
32Unitedhealth Group Inc
COM
$1.4M3.3K
1.4%
−16%
Reduced · −654 sh
33Meta Platforms Inc
CL A
$1.4M2.4K
1.3%
−11%
Reduced · −303 sh
34Pimco ETF TR
MULTISECTOR BD
$1.3M49.4K
1.3%
−16%
Reduced · −9K sh
35Cme Group Inc
COM
$1.3M5.1K
1.3%
−9.2%
Reduced · −519 sh
36Equinix Inc
COM
$1.2M1.2K
1.2%
−15%
Reduced · −209 sh
37Public Storage
COM
$1.2M3.6K
1.1%
−16%
Reduced · −685 sh
38First TR Exchange-Traded FD
CAP STRENGTH ETF
$1.2M11.6K
1.1%
−16%
Reduced · −2K sh
39Mastercard Incorporated
CL A
$1.1M2.1K
1.1%
−8.6%
Reduced · −200 sh
40Digital Rlty TR Inc
COM
$1.1M6.0K
1.1%
−16%
Reduced · −1K sh
41American Tower Corp
COM
$1.1M6.3K
1.1%
−17%
Reduced · −1K sh
42McDonalds Corp
COM
$1.1M3.9K
1.0%
−11%
Reduced · −468 sh
43Avalonbay Cmntys Inc
COM
$1.0M5.5K
1.0%
−17%
Reduced · −1K sh
44Cohen & Steers ETF Trust
REAL EST ACT ETF
$996K33.7K
1.0%
−14%
Reduced · −6K sh
45Coinbase Global Inc
COM CL A
$993K6.5K
1.0%
−18%
Reduced · −1K sh
46Thermo Fisher Scientific Inc
COM
$961K1.8K
0.9%
−9.4%
Reduced · −184 sh
47Nike Inc
CL B
$895K21.1K
0.9%
−12%
Reduced · −3K sh
48T-Mobile US Inc
COM
$891K5.1K
0.9%
−8.3%
Reduced · −458 sh
49Ishares TR
RUS 1000 GRW ETF
$885K7.6K
0.9%
+227%
Added · +5K sh
50Invitation Homes Inc
COM
$848K28.1K
0.8%
−19%
Reduced · −7K sh
Showing 50 of 87 positions
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Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 6, 202687$101.5M13F-HR
Q1 2026Mar 31, 2026Apr 30, 2026101$122.6M13F-HR
Q4 2025Dec 31, 2025Jan 28, 2026103$119.2M13F-HR
Q3 2025Sep 30, 2025Nov 3, 2025105$124.4M13F-HR
Q2 2025Jun 30, 2025Aug 4, 2025103$114.8M13F-HR
Q4 2024Dec 31, 2024Feb 10, 202597$101.6M13F-HR
Q3 2024Sep 30, 2024Nov 4, 2024104$105.9M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 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. Price-derived performance is withheld until the price-source policy and freshness gate are green.