Arkolith/Funds/Aurdan Capital Management, LLC

Aurdan Capital Management, LLC

CIK 2057382
Holdings as of Jun 30, 2026·disclosed Jul 15, 2026·~15-day 13F lag·13F-HR
Active Filer

Aurdan Capital Management, LLC holds a focused book of 99 stocks worth $394.2M as of Q2 2026 (disclosed Jul 15, 2026, a ~45-day 13F lag). This quarter they opened Ishares Core Msci Dev MKTS and trimmed Vanguard Extended Market ETF. Their largest long position is Vanguard Dividend Apprec ETF at 13% of the equity book.

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Use Arkolith to show Aurdan Capital Management, LLC's latest
holdings, largest changes, and filing provenance.
Opened
31
new positions
Added to
23
existing
Trimmed
48
reduced
Sold out
5
exited

Concentration

Top-heavy: focused book

Top 5 holdings
46%
Top 10 holdings
62%
Top 20 holdings
79%

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

Direct sector allocation

28% mapped to company sectors

ETF / fund or unclassified
72%
Industrials
6%
Health Care
5%
Financials
5%
Consumer Discretionary
4%
Consumer Staples
4%
Information Technology
3%
Energy
1%

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.

99 positions
#SecurityValueShares% PortLast moveHistory
1Vanguard Specialized Funds
DIV APP ETF
$49.7M209.9K
12.6%
+5.3%
Added · +11K sh
2Ishares TR
CORE S&P US GWT
$45.8M243.8K
11.6%
+0.5%
Added · +1K sh
3Ishares TR
CORE S&P500 ETF
$43.1M57.6K
10.9%
+5.8%
Added · +3K sh
4Putnam ETF Trust
FOCUSED LAR CAP
$23.8M466.7K
6.0%
+8.1%
Added · +35K sh
5Vanguard Scottsdale FDS
INTER TERM TREAS
$17.6M298.0K
4.5%
+6.3%
Added · +18K sh
6Ishares TR
CORE MSCI INTL
$15.7M176.0K
4.0%
New
New position
7Dimensional ETF Trust
INTERNATNAL VAL
$14.8M274.1K
3.8%
+17%
Added · +40K sh
8Vanguard Index FDS
EXTEND MKT ETF
$12.2M49.4K
3.1%
−39%
Reduced · −31K sh
9Fidelity Covington Trust
ENHANCED SML CAP
$11.3M234.7K
2.9%
New
New position
10WW Grainger Inc
COM
$10.4M7.6K
2.6%
−3.9%
Reduced · −308 sh
11J P Morgan Exchange Traded F
ACTIVE GROWTH
$8.7M88.1K
2.2%
+16%
Added · +12K sh
12Philip Morris Intl Inc
COM
$8.4M46.6K
2.1%
−3.8%
Reduced · −2K sh
13Ross Stores Inc
COM
$7.8M36.8K
2.0%
−4.8%
Reduced · −2K sh
14Cencora Inc
COM
$6.8M24.1K
1.7%
−8.0%
Reduced · −2K sh
15Capital Group Dividend Value
SHS CREAT UNIT
$6.6M134.3K
1.7%
+0.1%
Added · +167 sh
16Lowes Cos Inc
COM
$6.4M29.2K
1.6%
−6.8%
Reduced · −2K sh
17Microchip Technology Inc.
COM
$5.8M64.0K
1.5%
−3.3%
Reduced · −2K sh
18State STR Corp
COM
$5.6M33.0K
1.4%
−4.4%
Reduced · −2K sh
19Vanguard Index FDS
TOTAL STK MKT
$5.2M14.2K
1.3%
Held
20Marsh & McLennan Cos Inc
COM
$5.2M31.3K
1.3%
−4.5%
Reduced · −1K sh
21Capital Group Growth ETF
SHS CREAT UNIT
$4.7M100.1K
1.2%
−0.5%
Reduced · −492 sh
22Unitedhealth Group Inc
COM
$4.6M11.0K
1.2%
−1.6%
Reduced · −184 sh
23Goldman Sachs ETF TR
NASDA 100 ETF
$4.5M75.8K
1.1%
+7.1%
Added · +5K sh
24Johnson & Johnson
COM
$4.4M17.3K
1.1%
−9.5%
Reduced · −2K sh
25Amgen Inc
COM
$4.1M11.3K
1.0%
−1.9%
Reduced · −219 sh
26Chevron Corporation
COM
$4.0M23.9K
1.0%
−3.7%
Reduced · −916 sh
27Capital Grp Fixed Incm ETF T
MUN INM ETF
$3.4M122.4K
0.9%
+71%
Added · +51K sh
28Microsoft Corp
COM
$2.8M7.6K
0.7%
+9.5%
Added · +656 sh
29Coca Cola Co
COM
$2.5M31.2K
0.6%
−7.2%
Reduced · −2K sh
30Automatic Data Processing In
COM
$2.3M10.5K
0.6%
+1.6%
Added · +161 sh
31Illinois Tool WKS Inc
COM
$2.2M8.3K
0.6%
Held
32Goldman Sachs ETF TR
S&P 500 PREMIUM
$2.2M39.8K
0.6%
+12%
Added · +4K sh
33Sysco Corp
COM
$1.8M21.9K
0.5%
−12%
Reduced · −3K sh
34Abbott Laboratories
COM
$1.7M18.7K
0.4%
−21%
Reduced · −5K sh
35Air Products And Chemicals I
COM
$1.6M5.5K
0.4%
−10%
Reduced · −635 sh
36Piper Sandler Companies
COM NEW
$1.6M22.1K
0.4%
Held
37Altria Group Inc
COM
$1.5M20.9K
0.4%
−0.1%
Reduced · −16 sh
38J P Morgan Exchange Traded F
ACTIVE BOND ETF
$1.5M27.6K
0.4%
+3.1%
Added · +835 sh
39US Bancorp
COM NEW
$1.3M22.0K
0.3%
−12%
Reduced · −3K sh
40Apple Inc
COM
$1.3M4.5K
0.3%
−24%
Reduced · −1K sh
41Aflac Inc
COM
$1.2M10.6K
0.3%
−0.1%
Reduced · −8 sh
42Ishares Inc
CORE MSCI EMKT
$1.1M13.8K
0.3%
+64%
Added · +5K sh
43Merck & Co Inc
COM
$1.1M8.4K
0.3%
−15%
Reduced · −2K sh
44Vanguard Star FDS
VG TL INTL STK F
$1.1M12.5K
0.3%
Held
45CVS Health Corp
COM
$1.0M9.7K
0.3%
−0.1%
Reduced · −13 sh
46PNC Finl Svcs Group Inc
COM
$946K3.8K
0.2%
−0.1%
Reduced · −3 sh
47Capital Grp Fixed Incm ETF T
CORE BOND ETF
$873K33.3K
0.2%
−0.7%
Reduced · −232 sh
48Kroger Co
COM
$755K13.6K
0.2%
−0.1%
Reduced · −18 sh
49Kinder Morgan Inc Del
COM
$747K23.4K
0.2%
−0.1%
Reduced · −22 sh
50Berkley W R Corp
COM
$732K10.4K
0.2%
−34%
Reduced · −5K sh
Showing 50 of 99 positions

Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 15, 202699$394.2M13F-HR
Q1 2026Mar 31, 2026Apr 21, 202688$333.2M13F-HR
Q4 2025Dec 31, 2025Jan 12, 202686$324.3M13F-HR
Q3 2025Sep 30, 2025Nov 5, 202590$314.4M13F-HR
Q2 2025Jun 30, 2025Aug 5, 202588$293.5M13F-HR
Q1 2025Mar 31, 2025Apr 30, 202584$265.5M13F-HR
Q4 2024Dec 31, 2024Feb 21, 202580$260.5M13F-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. Price-derived performance is withheld until the price-source policy and freshness gate are green.