Bannerstone Capital Management, LLC holds a diversified book of 92 stocks worth $107.6M as of Q1 2026 (disclosed May 11, 2026, a ~45-day 13F lag). This quarter they opened CURTISS WRIGHT CORP and trimmed CELESTICA INC. Their largest long position is CELESTICA INC at 10% of the equity book.
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Use Arkolith to show Bannerstone Capital Management, LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
18% mapped to company sectors
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.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Celestica Inc COM | $11.2M | 4.2K | 10.4% | ▼−3.6% Reduced · −158 sh | |
| 2 | Palantir Technologies Inc CL A | $5.4M | 36.4K | 5.0% | ▲+2.3% Added · +834 sh | |
| 3 | Nvidia Corporation COM | $5.3M | 30.4K | 4.9% | ▼−1.5% Reduced · −453 sh | |
| 4 | Apple Inc COM | $5.1M | 20.0K | 4.7% | ▲+0.1% Added · +12 sh | |
| 5 | Berkshire Hathaway Inc Del CL B NEW | $4.6M | 9.6K | 4.3% | ▼−3.5% Reduced · −354 sh | |
| 6 | Goldman Sachs Group Inc COM | $3.5M | 4.2K | 3.3% | ▲+1.0% Added · +41 sh | |
| 7 | Factset Resh Sys Inc COM | $3.0M | 13.7K | 2.8% | —Held | |
| 8 | JPMorgan Chase & Co COM | $2.9M | 9.7K | 2.7% | ▼−0.3% Reduced · −26 sh | |
| 9 | Microsoft Corp COM | $2.7M | 7.2K | 2.5% | ▲+1.3% Added · +91 sh | |
| 10 | Lam Research Corp COM NEW | $2.5M | 11.8K | 2.3% | ▲+17% Added · +2K sh | |
| 11 | Quanta Svcs Inc COM | $2.4M | 4.4K | 2.2% | ▲+0.1% Added · +6 sh | |
| 12 | State STR SPDR S&P 500 ETF T TR UNIT | $2.2M | 4.0K | 2.0% | ▲+23% Added · +747 sh | |
| 13 | Eli Lilly & Co COM | $1.7M | 1.9K | 1.6% | ▲+2.9% Added · +53 sh | |
| 14 | Eaton Corp PLC SHS | $1.7M | 4.8K | 1.6% | ▲+1.3% Added · +60 sh | |
| 15 | Comfort Sys USA Inc COM | $1.7M | 1.2K | 1.6% | ▼−12% Reduced · −160 sh | |
| 16 | Deutsche BK AG NAMEN AKT | $1.5M | 51.5K | 1.4% | ▲+1.2% Added · +600 sh | |
| 17 | Berkley W R Corp COM | $1.5M | 22.5K | 1.4% | ▲+1.3% Added · +284 sh | |
| 18 | Curtiss Wright Corp COM | $1.5M | 2.1K | 1.4% | ▲New New position | |
| 19 | Amazon Com Inc COM | $1.4M | 6.8K | 1.3% | ▲+1.4% Added · +96 sh | |
| 20 | Argan Inc COM | $1.4M | 2.6K | 1.3% | ▼−1.6% Reduced · −43 sh | |
| 21 | Invesco QQQ TR UNIT SER 1 | $1.3M | 2.3K | 1.2% | ▲+0.1% Added · +2 sh | |
| 22 | State STR SPDR Dow Jones Ind UT SER 1 | $1.3M | 2.8K | 1.2% | ▲+0.4% Added · +11 sh | |
| 23 | Mastercard Incorporated CL A | $1.3M | 2.5K | 1.2% | ▲+1.2% Added · +30 sh | |
| 24 | Applied Digital Corp COM NEW | $1.2M | 51.7K | 1.1% | ▼−4.3% Reduced · −2K sh | |
| 25 | Kratos Defense & Sec Solutio COM NEW | $1.2M | 17.3K | 1.1% | ▼−5.2% Reduced · −950 sh | |
| 26 | Gallagher Arthur J & Co COM | $1.2M | 5.6K | 1.1% | ▲+3.6% Added · +193 sh | |
| 27 | Ftai Aviation Ltd SHS | $1.2M | 4.9K | 1.1% | ▼−3.3% Reduced · −167 sh | |
| 28 | Advanced Micro Devices Inc COM | $1.2M | 5.8K | 1.1% | ▼−0.7% Reduced · −39 sh | |
| 29 | American Express Co COM | $1.2M | 3.8K | 1.1% | ▲+1.2% Added · +47 sh | |
| 30 | Fastly Inc CL A | $1.1M | 38.8K | 1.0% | ▲New New position | |
| 31 | Bloom Energy Corp COM CL A | $1.1M | 8.1K | 1.0% | ▼−2.5% Reduced · −210 sh | |
| 32 | Vanguard Index FDS MID CAP ETF | $1.1M | 3.7K | 1.0% | ▲+0.4% Added · +14 sh | |
| 33 | Cme Group Inc COM | $1.0M | 3.4K | 0.9% | ▼−18% Reduced · −742 sh | |
| 34 | Direxion Shares ETF Trust DAILY TECHNOLOGY | $887K | 10.2K | 0.8% | —Held | |
| 35 | Palo Alto Networks Inc COM | $880K | 5.5K | 0.8% | ▲+2.1% Added · +115 sh | |
| 36 | Applied Optoelectronics Inc COM | $855K | 10.1K | 0.8% | ▲New New position | |
| 37 | Costco Wholesale Corporation COM | $840K | 843 | 0.8% | ▼−3.0% Reduced · −26 sh | |
| 38 | Synopsys Inc COM | $795K | 2.0K | 0.7% | ▲+4.3% Added · +83 sh | |
| 39 | Valero Energy Corp COM | $743K | 3.0K | 0.7% | ▲+1.6% Added · +47 sh | |
| 40 | Broadcom Inc COM | $730K | 2.4K | 0.7% | ▲+3.8% Added · +86 sh | |
| 41 | Ge Aerospace COM NEW | $717K | 2.9K | 0.7% | ▼−2.5% Reduced · −75 sh | |
| 42 | Strategy Inc CL A NEW | $693K | 5.6K | 0.6% | ▲New New position | |
| 43 | Deere & Co COM | $692K | 1.2K | 0.6% | —Held | |
| 44 | Chubb Ltd Switz COM | $681K | 2.1K | 0.6% | ▲+1.1% Added · +23 sh | |
| 45 | Alphabet Inc CAP STK CL A | $667K | 2.3K | 0.6% | ▲+2.6% Added · +60 sh | |
| 46 | Servicenow Inc COM | $663K | 6.3K | 0.6% | ▼−2.8% Reduced · −183 sh | |
| 47 | Ge Vernova Inc COM | $654K | 749 | 0.6% | —Held | |
| 48 | Johnson & Johnson COM | $652K | 2.7K | 0.6% | —Held | |
| 49 | Jackson Financial Inc COM CL A | $636K | 6.0K | 0.6% | ▲+5.8% Added · +333 sh | |
| 50 | Alphabet Inc CAP STK CL C | $618K | 2.2K | 0.6% | ▼−0.6% Reduced · −14 sh |
As-of date vs the date the SEC received each filing
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.