Arkolith/Funds/Arcataur Capital Management LLC

Arcataur Capital Management LLC

CIK 1987321
Holdings as of Jun 30, 2026·disclosed Jul 23, 2026·~23-day 13F lag·13F-HR
Active Filer

Arcataur Capital Management LLC holds a concentrated book of 105 stocks worth $403.5M as of Q2 2026 (disclosed Jul 23, 2026, a ~45-day 13F lag). This quarter they opened Intel Corp and trimmed Ishares Core S&P 500 ETF. Their largest long position is Ishares Core S&P 500 ETF at 27% of the equity book. Cloning the disclosed picks since 2024 would be +26% (+13.9%/yr). That is a simulation of the disclosed long book, not audited returns.

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Use Arkolith to show Arcataur Capital Management LLC's latest
holdings, largest changes, and filing provenance.
Opened
14
new positions
Added to
35
existing
Trimmed
32
reduced
Sold out
5
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+25.7%
+13.9%/yr · since Oct '24
Their reported book
+24.4%
held from quarter-end
S&P 500
+29.5%
same window
$9K$10K$11K$12K$13KOct '24Feb '25Jul '25Nov '25Mar '26Jul '26
Arcataur Capital Management LLC (copied at disclosure) S&P 500

Growth of $10,000 cloning Arcataur 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: concentrated book

Top 5 holdings
60%
Top 10 holdings
70%
Top 20 holdings
82%

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

Direct sector allocation

14% mapped to company sectors

ETF / fund or unclassified
86%
Information Technology
5%
Financials
3%
Industrials
2%
Health Care
2%
Consumer Discretionary
1%
Materials
1%
Energy
0%

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

Holdings: largest first

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

105 positions
#SecurityValueShares% PortLast moveHistory
1Ishares TR
CORE S&P500 ETF
$109.4M146.1K
27.1%
−1.0%
Reduced · −2K sh
2Ishares TR
CORE S&P SCP ETF
$59.3M399.5K
14.7%
−1.0%
Reduced · −4K sh
3Ishares TR
CORE S&P MCP ETF
$35.4M459.7K
8.8%
−0.4%
Reduced · −2K sh
4Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$22.9M321.1K
5.7%
−0.2%
Reduced · −740 sh
5Vanguard Intl Equity Index F
FTSE EMR MKT ETF
$15.3M257.0K
3.8%
−0.5%
Reduced · −1K sh
6Invesco QQQ TR
UNIT SER 1
$12.0M16.2K
3.0%
−0.5%
Reduced · −87 sh
7Schwab Strategic TR
US LRG CAP ETF
$8.4M283.7K
2.1%
−1.1%
Reduced · −3K sh
8Vanguard Specialized Funds
DIV APP ETF
$7.2M30.5K
1.8%
+0.1%
Added · +20 sh
9Vanguard Whitehall FDS
HIGH DIV YLD
$7.0M44.3K
1.7%
−0.2%
Reduced · −98 sh
10Vanguard BD Index FDS
SHORT TRM BOND
$6.3M81.4K
1.6%
+1.5%
Added · +1K sh
11Ishares TR
MSCI EAFE ETF
$6.0M58.2K
1.5%
−2.0%
Reduced · −1K sh
12Apple Inc
COM
$6.0M20.7K
1.5%
−0.1%
Reduced · −15 sh
13Vanguard BD Index FDS
INTERMED TERM
$5.8M75.5K
1.4%
+1.3%
Added · +968 sh
14Vaneck ETF Trust
SEMICONDUCTR ETF
$5.6M8.5K
1.4%
−0.5%
Reduced · −39 sh
15Vanguard Scottsdale FDS
SHRT TRM CORP BD
$5.1M64.3K
1.3%
+0.5%
Added · +345 sh
16Schwab Strategic TR
US MID-CAP ETF
$4.9M131.9K
1.2%
−2.0%
Reduced · −3K sh
17Ishares TR
0-5 YR TIPS ETF
$4.4M43.2K
1.1%
−1.3%
Reduced · −565 sh
18Microsoft Corp
COM
$4.0M10.8K
1.0%
−0.5%
Reduced · −50 sh
19Alphabet Inc
CAP STK CL C
$3.8M10.7K
0.9%
Held
20Schwab Strategic TR
US SML CAP ETF
$3.6M99.1K
0.9%
−2.0%
Reduced · −2K sh
21JPMorgan Chase & Co
COM
$3.4M10.3K
0.8%
+0.5%
Added · +51 sh
22Schwab Strategic TR
INTL EQTY ETF
$3.2M117.0K
0.8%
−1.5%
Reduced · −2K sh
23Ishares TR
IBONDS DEC 2030
$2.9M135.2K
0.7%
+1.2%
Added · +2K sh
24Schwab Strategic TR
EMRG MKTEQ ETF
$2.8M76.5K
0.7%
−1.6%
Reduced · −1K sh
25Ishares TR
IBONDS DEC 2032
$2.7M108.1K
0.7%
+3.8%
Added · +4K sh
26Ishares TR
IBDS DEC28 ETF
$2.4M93.7K
0.6%
+1.0%
Added · +950 sh
27Ishares TR
IBOXX INV CP ETF
$2.2M20.6K
0.6%
+2.8%
Added · +560 sh
28Schwab Strategic TR
US TIPS ETF
$2.1M80.9K
0.5%
−1.4%
Reduced · −1K sh
29Caterpillar Inc
COM
$2.1M2.0K
0.5%
Held
30Nvidia Corporation
COM
$2.0M10.0K
0.5%
Held
31United Rentals Inc
COM
$1.7M1.5K
0.4%
Held
32Amazon Com Inc
COM
$1.7M7.1K
0.4%
+2.3%
Added · +160 sh
33Ishares TR
IBONDS DEC2026
$1.6M66.3K
0.4%
−0.3%
Reduced · −210 sh
34Ishares TR
IBONDS 27 ETF
$1.5M62.4K
0.4%
−0.3%
Reduced · −205 sh
35Ishares TR
PFD AND INCM SEC
$1.4M47.0K
0.4%
−1.9%
Reduced · −940 sh
36Goldman Sachs Group Inc
COM
$1.4M1.4K
0.3%
−24%
Reduced · −442 sh
37Visa Inc
COM CL A
$1.2M3.6K
0.3%
+0.2%
Added · +7 sh
38Johnson & Johnson
COM
$1.2M4.6K
0.3%
−3.0%
Reduced · −145 sh
39Ishares TR
TIPS BD ETF
$1.1M10.3K
0.3%
−1.3%
Reduced · −130 sh
40Cisco Sys Inc
COM
$1.1M9.4K
0.3%
−4.7%
Reduced · −465 sh
41Deere & Co
COM
$1.1M1.7K
0.3%
+1.2%
Added · +20 sh
42Meta Platforms Inc
CL A
$1.0M1.8K
0.3%
+4.2%
Added · +75 sh
43RTX Corporation
COM
$966K5.1K
0.2%
+1.5%
Added · +75 sh
44Morgan Stanley
COM NEW
$960K4.6K
0.2%
Held
45Howmet Aerospace Inc
COM
$902K3.4K
0.2%
Held
46SPDR Gold TR
GOLD SHS
$823K2.2K
0.2%
−14%
Reduced · −366 sh
47Oracle Corp
COM
$760K5.2K
0.2%
−0.9%
Reduced · −45 sh
48Walmart Inc
COM
$752K6.6K
0.2%
+1.1%
Added · +70 sh
49Vertex Pharmaceuticals Inc
COM
$723K1.5K
0.2%
+1.5%
Added · +22 sh
50Vanguard Index FDS
TOTAL STK MKT
$720K1.9K
0.2%
−11%
Reduced · −240 sh
Showing 50 of 105 positions

Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 23, 2026105$403.5M13F-HR
Q1 2026Mar 31, 2026Apr 22, 2026103$359.4M13F-HR
Q4 2025Dec 31, 2025Jan 27, 2026103$349.3M13F-HR
Q3 2025Sep 30, 2025Oct 22, 2025101$340.2M13F-HR
Q2 2025Jun 30, 2025Jul 23, 202599$320.0M13F-HR
Q1 2025Mar 31, 2025May 7, 202599$293.4M13F-HR
Q4 2024Dec 31, 2024Jan 28, 202596$296.7M13F-HR
Q3 2024Sep 30, 2024Oct 22, 202496$295.6M13F-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.