Arkolith/Funds/Ativo Capital Management LLC

Ativo Capital Management LLC

CIK 1423065
Holdings as of Jun 30, 2026·disclosed Aug 10, 2026·~41-day 13F lag·13F-HR
Active Filer

Ativo Capital Management LLC holds a focused book of 56 stocks worth $130.6M as of Q2 2026 (disclosed Aug 10, 2026, a ~41-day 13F lag). This quarter they opened H World Group Ltd-ADR and trimmed Credicorp Ltd. Their largest long position is Taiwan Semiconductor-SP ADR at 10% of the equity book.

Opened
5
bought for the first time
Added to
19
already held, bought more
Trimmed
30
sold some, still holds it
Sold out
4
exited the position entirely

Concentration

Top-heavy: focused book

Top 5 holdings
30%
Top 10 holdings
44%
Top 20 holdings
61%

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

Direct sector allocation

64% mapped to company sectors

ETF / fund or unclassified
36%
Information Technology
20%
Financials
14%
Consumer Discretionary
9%
Industrials
8%
Materials
7%
Utilities
3%
Health Care
2%

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 Ativo Capital Management LLC

Manager / fundShared namesTheir $ in those
RHUMBLINE ADVISERS55 / 56$198.6M
PNC FINANCIAL SERVICES GROUP, INC.54 / 56$547.1M
GAMMA Investing LLC52 / 56$33.2M
Salomon & Ludwin, LLC40 / 56$2.2M
IMA Advisory Services, Inc.33 / 56$3.5M
ATLAS CAPITAL ADVISORS INC.30 / 56$10.7M
FMR LLC28 / 56$38.4B
ROYAL BANK OF CANADA28 / 56$33.1B

Ranked by how many of Ativo Capital Management LLC's top 56 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.

56 positions
#SecurityValueShares% PortLast moveHistory
1Taiwan Semiconductor Mfg Ltd S
ADR
$12.6M26.5K
9.7%
+37%
Added · +7K sh
2AerCap Holdings NV
COM
$9.1M62.5K
7.0%
+50%
Added · +21K sh
3Credicorp Ltd
COM
$7.3M18.7K
5.6%
−0.8%
Reduced · −160 sh
4Huazhu Group Ltd Sponsored Ads
ADR
$5.7M135.9K
4.3%
New
New position
5Netease Inc Sp ADR
ADR
$4.7M36.8K
3.6%
+1.2%
Added · +430 sh
6Franklin Templeton ETF Tr Fran
ETF
$4.6M130.1K
3.5%
Held
7Yum China Holdings Inc
COM
$4.1M101.0K
3.2%
−0.3%
Reduced · −360 sh
8ASML Holding NV NY Registry
ADR
$3.4M1.7K
2.6%
+41%
Added · +495 sh
9Advantest Corp Sp ADR
ADR
$2.8M13.6K
2.2%
+14%
Added · +2K sh
10Royal Bank of Canada Montreal
COM
$2.7M13.0K
2.1%
−0.1%
Reduced · −19 sh
11Banco Bilbao Vizcaya Argentari
COM
$2.6M101.9K
2.0%
−0.9%
Reduced · −898 sh
12Barrick Mining Corporation
COM
$2.5M68.2K
1.9%
+2.2%
Added · +1K sh
13Novartis AG Sp ADR
ADR
$2.4M15.6K
1.9%
−1.4%
Reduced · −222 sh
14Toronto Dominion Bank Ont
COM
$2.3M19.3K
1.8%
−0.1%
Reduced · −13 sh
15DBS Group Holdings Ltd Sp ADR
ADR
$2.1M10.4K
1.6%
~0%
Reduced · −4 sh
16Sompo Holdings Inc ADR
ADR
$2.1M109.2K
1.6%
−22%
Reduced · −30K sh
17Abb Ltd Sp Adr
ADR
$2.0M18.8K
1.6%
−17%
Reduced · −4K sh
18British American Tobacco PLC S
ADR
$2.0M32.3K
1.5%
~0%
Reduced · −8 sh
19Wh Group Ltd Sp Adr
ADR
$2.0M92.7K
1.5%
+0.1%
Added · +80 sh
20Agnico Eagle Mines Ltd
COM
$2.0M12.6K
1.5%
~0%
Added · +3 sh
21ORIX Corp Sp ADR
ADR
$1.9M51.1K
1.5%
~0%
Reduced · −5 sh
22Allianz SE Unsponsrd ADS
ADR
$1.9M41.2K
1.5%
Held
23UniCredit SpA Unsponsord ADR
ADR
$1.9M42.4K
1.5%
~0%
Reduced · −4 sh
24Companhia de Saneamento Basico
ADR
$1.9M327.4K
1.4%
+400%
Added · +262K sh
25Ageas Sp ADR Ne
ADR
$1.9M23.0K
1.4%
~0%
Reduced · −5 sh
26Engie SA Sp ADR
ADR
$1.8M57.3K
1.4%
−15%
Reduced · −11K sh
27Ipsen Sa Sp Adr
ADR
$1.8M38.8K
1.4%
~0%
Reduced · −6 sh
28Cia Energetica de Minas Gerais
ADR
$1.7M808.0K
1.3%
−0.6%
Reduced · −5K sh
29Nordea Bank Abp MTN Sp ADS
ADR
$1.7M89.6K
1.3%
~0%
Reduced · −4 sh
30Industrial De Diseno Textil In
ADR
$1.7M107.0K
1.3%
New
New position
31Tesco Plc Sp Adr
ADR
$1.6M88.5K
1.2%
+0.1%
Added · +55 sh
32Makita Corp Sp ADR
ADR
$1.6M45.0K
1.2%
~0%
Reduced · −2 sh
33AXA Sa Sp ADR
ADR
$1.6M32.1K
1.2%
~0%
Reduced · −1 sh
34Qbe Ins Group Ltd
ADR
$1.6M91.5K
1.2%
~0%
Reduced · −19 sh
35Credit Agricole SA ADR
ADR
$1.5M154.4K
1.2%
~0%
Added · +9 sh
36Prosus NV Sp ADR
ADR
$1.5M176.3K
1.2%
+0.2%
Added · +384 sh
37Dnb Bank Asa Sponsored
ADR
$1.5M51.4K
1.2%
~0%
Added · +17 sh
38Gildan Activewear Inc
COM
$1.5M28.3K
1.1%
−9.3%
Reduced · −3K sh
39Lundin Gold Inc
COM
$1.4M26.7K
1.1%
−0.1%
Reduced · −24 sh
40Assicurazioni Generali Spa Uns
ADR
$1.4M58.7K
1.1%
−23%
Reduced · −17K sh
41Grupo Aeroportuario Del Surest
ADR
$1.4M4.5K
1.1%
~0%
Added · +1 sh
42Kinross Gold Corp
COM
$1.4M58.3K
1.1%
New
New position
43Komatsu Ltd Sp Adr New
ADR
$1.4M35.1K
1.0%
−23%
Reduced · −11K sh
44MS&AD Ins Group Holdings ADR
ADR
$1.4M52.1K
1.0%
~0%
Reduced · −5 sh
45Volvo Ab Unsponsord ADR
ADR
$1.4M40.0K
1.0%
−26%
Reduced · −14K sh
46Compania de Minas Buenaventura
COM
$1.3M46.1K
1.0%
New
New position
47Harmony Gold Mining Co Ltd Sp
ADR
$1.3M86.5K
1.0%
~0%
Reduced · −27 sh
48ING Groep NV Sp ADR
ADR
$1.3M41.8K
1.0%
New
New position
49Unilever PLC Sp ADR
ADR
$1.3M21.2K
1.0%
~0%
Added · +6 sh
50Fujitsu Ltd Unsponsored Adr
ADR
$1.2M58.0K
0.9%
~0%
Added · +7 sh
Showing 50 of 56 positions
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Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 10, 202656$130.6M13F-HR
Q1 2026Mar 31, 2026May 1, 202655$115.0M13F-HR
Q4 2025Dec 31, 2025Feb 2, 202655$114.1M13F-HR
Q3 2025Sep 30, 2025Nov 4, 202557$118.5M13F-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.