Arkolith/Funds/Aster Capital Management

Aster Capital Management

CIK 2040915
Holdings as of Jun 30, 2026·disclosed Aug 14, 2026·~45-day 13F lag·13F-HR/AAmended
Active Filer

Aster Capital Management holds a diversified book of 808 stocks worth $470.0M as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter they opened Apple Inc and trimmed ST SR Utl SL SE SPDR ETF-Usd. Their largest long position is Ishares US Real Estate ETF at 2% of the equity book. Cloning the disclosed picks since 2024 would be +33% (+17.3%/yr). That is a simulation of the disclosed long book, not audited returns.

Opened
1757
bought for the first time
Added to
182
already held, bought more
Trimmed
104
sold some, still holds it
Sold out
522
exited the position entirely

Growth of $10,000: cloning the disclosed book

If you'd copied them
+32.6%
+17.3%/yr · since Nov '24
Their reported book
+26.5%
held from quarter-end
S&P 500
+31.1%
same window
$8K$10K$11K$12K$13KNov '24Mar '25Aug '25Dec '25Apr '26Aug '26
Aster Capital Management (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 6.1 points over this window.

Growth of $10,000 cloning Aster Capital Management's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~45 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.

Concentration

Top-heavy: diversified book

Top 5 holdings
8%
Top 10 holdings
13%
Top 20 holdings
21%

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

Direct sector allocation

84% mapped to company sectors

Information Technology
22%
ETF / fund or unclassified
16%
Industrials
12%
Financials
12%
Health Care
8%
Consumer Discretionary
8%
Materials
6%
Real Estate
5%

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 Aster Capital Management

Manager / fundShared namesTheir $ in those
Global Retirement Partners, LLC80 / 80$662.9M
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC79 / 80$6.6B
ASSETMARK, INC79 / 80$4.2B
Arax Advisory Partners79 / 80$1.6B
Integrated Wealth Concepts LLC79 / 80$1.5B
IFP Advisors, Inc79 / 80$558.4M
GAMMA Investing LLC78 / 80$515.9M
NewEdge Advisors, LLC77 / 80$4.3B

Ranked by how many of Aster Capital Management'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.

808 positions
#SecurityValueShares% PortLast moveHistory
1Ishares TR
U.S. REAL ES ETF
$11.3M110.3K
2.4%
+396%
Added · +88K sh
2Apple Inc
COM
$7.7M26.8K
1.6%
New
New position
3Microsoft Corp
COM
$6.8M18.3K
1.4%
+300%
Added · +14K sh
4Honeywell Intl Inc
COM
$6.3M28.3K
1.3%
New
New position
5Coca Cola Co
COM
$5.4M66.2K
1.1%
+298%
Added · +50K sh
6SPDR Series Trust
ST STR SP REGBNK
$5.3M70.4K
1.1%
New
New position
7James Hardie Inds PLC
ORD SHS
$5.3M200.9K
1.1%
New
New position
8SPDR Series Trust
SP O&G EXPL PRO
$5.2M33.5K
1.1%
New
New position
9Space Exploration Techn Cor
P CLASS A COM STK
$4.5M26.5K
1.0%
New
New position
10Honeywell Aerospace Inc
COM
$4.4M19.7K
0.9%
New
New position
11JPMorgan Chase & Co
COM
$4.4M13.3K
0.9%
+374%
Added · +10K sh
12Eli Lilly & Co
COM
$4.4M3.6K
0.9%
New
New position
13Fedex Corp
COM
$4.1M13.0K
0.9%
New
New position
14Amazon Com Inc
COM
$4.0M16.7K
0.8%
New
New position
15Meta Platforms Inc
CL A
$3.9M6.9K
0.8%
+64%
Added · +3K sh
16Uber Technologies Inc
COM
$3.8M52.4K
0.8%
+428%
Added · +42K sh
17Capital One Finl Corp
COM
$3.5M17.6K
0.7%
New
New position
18Select Sector SPDR TR
ST STR INDL ETF
$3.3M17.9K
0.7%
New
New position
19Costco Wholesale Corporatio
N COM
$3.3M3.5K
0.7%
+414%
Added · +3K sh
20Salesforce Inc
COM
$3.3M21.1K
0.7%
48×
Added · +21K sh
21Howmet Aerospace Inc
COM
$3.2M12.0K
0.7%
New
New position
22Select Sector SPDR TR
ST STR UTIL ETF
$3.2M71.0K
0.7%
−34%
Reduced · −36K sh
23Home Depot Inc
COM
$3.2M9.0K
0.7%
New
New position
24S&P Global Inc
COM
$3.2M7.8K
0.7%
16×
Added · +7K sh
25Vertex Pharmaceuticals Inc
COM
$3.1M6.3K
0.7%
New
New position
26Ishares TR
EXPANDED TECH
$3.0M33.5K
0.6%
−61%
Reduced · −52K sh
27Synopsys Inc
COM
$2.9M6.5K
0.6%
New
New position
28Ishares TR
U.S. MED DVC ETF
$2.8M56.8K
0.6%
+375%
Added · +45K sh
29Ishares TR
ISHARES SEMICDTR
$2.8M4.3K
0.6%
+70%
Added · +2K sh
30Watts Water Technologies In
C CL A
$2.7M6.9K
0.6%
New
New position
31Hilton Worldwide Hldgs Inc
COM
$2.7M8.2K
0.6%
New
New position
32Veralto Corp
COM SHS
$2.6M29.2K
0.6%
New
New position
33Vertiv Holdings Co
COM CL A
$2.5M7.5K
0.5%
+142%
Added · +4K sh
34American Express Co
COM
$2.5M7.3K
0.5%
New
New position
35ALPS ETF TR
ALERIAN MLP
$2.4M47.2K
0.5%
New
New position
36American Healthcare REIT In
C COM SHS
$2.4M46.3K
0.5%
270×
Added · +46K sh
37Octave Intelligence PLC
ORD SHS CL B
$2.4M147.6K
0.5%
New
New position
38M & T BK Corp
COM
$2.4M10.0K
0.5%
−3.5%
Reduced · −358 sh
39Medtronic PLC
SHS
$2.3M30.0K
0.5%
24×
Added · +29K sh
40Advanced Energy Inds
COM
$2.3M6.2K
0.5%
+280%
Added · +5K sh
41Lam Research Corp
COM NEW
$2.3M5.3K
0.5%
New
New position
42Viavi Solutions Inc
COM
$2.3M47.5K
0.5%
New
New position
43Idacorp Inc
COM
$2.2M14.8K
0.5%
+232%
Added · +10K sh
44Semtech Corp
COM
$2.2M13.8K
0.5%
25×
Added · +13K sh
45Hecla Mining Company
COM
$2.2M145.1K
0.5%
+196%
Added · +96K sh
46Vicor Corp
COM
$2.2M5.9K
0.5%
New
New position
47Formfactor Inc
COM
$2.2M13.6K
0.5%
+284%
Added · +10K sh
48Nextpower Inc
CLASS A COM
$2.2M18.3K
0.5%
New
New position
49Credo Technology Group Hold
I ORDINARY SHARES
$2.2M7.9K
0.5%
New
New position
50Verisk Analytics Inc
COM
$2.1M11.9K
0.5%
914×
Added · +12K sh
Showing 50 of 808 positions
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Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 14, 2026808$470.0M13F-HR/A
Q1 2026Mar 31, 2026May 13, 2026809$306.0M13F-HR
Q4 2025Dec 31, 2025Feb 17, 20261,054$228.3M13F-HR
Q3 2025Sep 30, 2025Nov 12, 2025930$198.0M13F-HR
Q2 2025Jun 30, 2025Aug 14, 2025974$441.4M13F-HR
Q1 2025Mar 31, 2025May 15, 20251,201$540.2M13F-HR
Q4 2024Dec 31, 2024Feb 13, 20251,076$261.9M13F-HR
Q3 2024Sep 30, 2024Nov 13, 20241,075$461.9M13F-HR
Amended / restated
  • Q2 2026 · filed Aug 13, 202613F-HR · superseded

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. The performance line is a simulation of the disclosed long book, not an audited return.