Arkolith/Funds/Baring Financial LLC

Baring Financial LLC

CIK 2052588
Holdings as of Jun 30, 2026·disclosed Jul 8, 2026·~8-day 13F lag·13F-HR
Active Filer

Baring Financial LLC holds a focused book of 83 stocks worth $181.1M as of Q2 2026 (disclosed Jul 8, 2026, a ~45-day 13F lag). This quarter they opened Cerebras Systems Inc and trimmed Ishares Core S&P 500 ETF. Their largest long position is Ishares Core S&P 500 ETF at 10% of the equity book. They also disclosed $591K in call options (bullish), shown separately below and excluded from the equity book.

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holdings, largest changes, and filing provenance.
Opened
12
new positions
Added to
36
existing
Trimmed
33
reduced
Sold out
1
exited

Concentration

Top-heavy: focused book

Top 5 holdings
31%
Top 10 holdings
47%
Top 20 holdings
71%

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

Direct sector allocation

26% mapped to company sectors

ETF / fund or unclassified
74%
Information Technology
9%
Financials
6%
Consumer Discretionary
3%
Industrials
3%
Health Care
1%
Real Estate
1%
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.

83 positions
#SecurityValueShares% PortLast moveHistory
1Ishares TR
CORE S&P500 ETF
$18.1M24.2K
10.0%
−0.1%
Reduced · −18 sh
2Invesco Exch Traded FD TR II
NASDAQ 100 ETF
$13.6M44.8K
7.5%
−6.7%
Reduced · −3K sh
3Vanguard World FD
MEGA GRWTH IND
$9.7M110.4K
5.4%
+380%
Added · +87K sh
4Schwab Strategic TR
US LCAP VA ETF
$8.2M235.4K
4.5%
~0%
Reduced · −27 sh
5Dimensional ETF Trust
INTL CORE EQT MK
$6.9M167.6K
3.8%
+0.2%
Added · +286 sh
6Invesco QQQ TR
UNIT SER 1
$6.4M8.6K
3.5%
−4.0%
Reduced · −363 sh
7SPDR Series Trust
ST STR BLO 1 ETF
$5.8M63.4K
3.2%
−7.2%
Reduced · −5K sh
8Ishares TR
0-3 MTH TREASURY
$5.7M56.9K
3.2%
−0.9%
Reduced · −541 sh
9Berkshire Hathaway Inc Del
CL B NEW
$5.4M10.9K
3.0%
+6.9%
Added · +705 sh
10Vanguard Specialized Funds
DIV APP ETF
$5.4M22.9K
3.0%
+2.0%
Added · +443 sh
11Ishares TR
TRUST ISHARE 0-1
$5.4M48.9K
3.0%
−0.5%
Reduced · −240 sh
12Vanguard Index FDS
MCAP GR IDXVIP
$5.4M17.5K
3.0%
+0.2%
Added · +29 sh
13Ishares TR
TRS FLT RT BD
$5.0M98.1K
2.7%
+1.4%
Added · +1K sh
14Ishares TR
FLTG RATE NT ETF
$4.9M95.0K
2.7%
+0.1%
Added · +114 sh
15Microsoft Corp
COM
$4.2M11.2K
2.3%
+8.1%
Added · +841 sh
16Ishares TR
S&P SML 600 GWT
$4.1M22.8K
2.3%
−1.2%
Reduced · −270 sh
17Ishares TR
SP SMCP600VL ETF
$3.8M27.6K
2.1%
−0.7%
Reduced · −193 sh
18Dimensional ETF Trust
INTERNATNAL VAL
$3.8M69.5K
2.1%
+2.7%
Added · +2K sh
19Vanguard Index FDS
MCAP VL IDXVIP
$3.7M18.5K
2.0%
−2.4%
Reduced · −448 sh
20Apple Inc
COM
$3.2M11.2K
1.8%
+0.1%
Added · +10 sh
21Vanguard Index FDS
S&P 500 ETF SHS
$3.2M4.7K
1.8%
−3.4%
Reduced · −165 sh
22Nvidia Corporation
COM
$3.2M16.1K
1.8%
−2.2%
Reduced · −355 sh
23Caterpillar Inc
COM
$2.6M2.5K
1.4%
−12%
Reduced · −341 sh
24Ishares Bitcoin Trust ETF
SHS BEN INT
$2.0M59.8K
1.1%
+5.6%
Added · +3K sh
25Agnt Inc
COM
$2.0M362.8K
1.1%
−20%
Reduced · −91K sh
26Alphabet Inc
CAP STK CL A
$1.8M5.0K
1.0%
+6.6%
Added · +313 sh
27JPMorgan Chase & Co
COM
$1.8M5.5K
1.0%
−1.3%
Reduced · −74 sh
28Amazon Com Inc
COM
$1.8M7.5K
1.0%
+3.7%
Added · +266 sh
29Tesla Inc
COM
$1.8M4.2K
1.0%
−5.3%
Reduced · −235 sh
30Ishares TR
MSCI USA MIN ETF
$1.7M18.0K
1.0%
−4.6%
Reduced · −861 sh
31State STR SPDR S&P 500 ETF T
TR UNIT
$1.6M2.1K
0.9%
+2.8%
Added · +58 sh
32Vanguard Index FDS
VALUE ETF
$1.6M7.2K
0.9%
+13%
Added · +816 sh
33Johnson & Johnson
COM
$1.5M6.0K
0.8%
−2.9%
Reduced · −179 sh
34Ishares TR
CORE S&P TTL STK
$1.5M9.2K
0.8%
+0.9%
Added · +81 sh
35Lockheed Martin Corp
COM
$1.4M2.8K
0.8%
+0.6%
Added · +17 sh
36Costco Wholesale Corporation
COM
$1.4M1.5K
0.8%
−2.0%
Reduced · −30 sh
37Invesco Exchange Traded FD T
S&P 500 TOP 50
$1.2M19.8K
0.7%
−2.9%
Reduced · −590 sh
38Vanguard Index FDS
GROWTH ETF
$1.1M13.3K
0.6%
+418%
Added · +11K sh
39ASML Hldg NV
N Y REGISTRY SHS
$1.1M564
0.6%
−5.4%
Reduced · −32 sh
40Ishares TR
RUSSELL 3000 ETF
$940K2.2K
0.5%
−4.4%
Reduced · −102 sh
41Phillips 66
COM
$850K5.0K
0.5%
−3.5%
Reduced · −185 sh
42Ishares TR
RUS 1000 GRW ETF
$794K6.4K
0.4%
+283%
Added · +5K sh
43Exxon Mobil Corp
COM
$784K5.7K
0.4%
+1.0%
Added · +59 sh
44Paccar Inc
COM
$764K6.4K
0.4%
−0.1%
Reduced · −5 sh
45Micron Technology Inc
COM
$697K603
0.4%
−38%
Reduced · −374 sh
46Schwab Strategic TR
US LCAP GR ETF
$624K18.5K
0.3%
−12%
Reduced · −3K sh
47Alphabet Inc
CAP STK CL C
$624K1.8K
0.3%
+3.3%
Added · +56 sh
48Dimensional ETF Trust
US COR EQU 2 ETF
$602K13.6K
0.3%
−14%
Reduced · −2K sh
49Deere & Co
COM
$588K927
0.3%
+0.3%
Added · +3 sh
50Broadcom Inc
COM
$549K1.5K
0.3%
−1.1%
Reduced · −16 sh
Showing 50 of 83 positions

Largest options & derivatives disclosed

Put / call positions from the 13F — totals include every disclosed option leg

Call notional (bullish)$591K
TypeUnderlyingNotional valueUnderlying shares
CALL · bullishMICROSOFT CORPMSFT$298K800
CALL · bullishTESLA INCTSLA$252K600
CALL · bullishNVIDIA CORPNVDA$40K200

13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.

Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 8, 202689$181.7M13F-HR
Q1 2026Mar 31, 2026Apr 7, 202672$163.5M13F-HR
Q4 2025Dec 31, 2025Jan 7, 202670$164.3M13F-HR
Q3 2025Sep 30, 2025Oct 6, 202566$146.7M13F-HR
Q2 2025Jun 30, 2025Jul 14, 202567$133.9M13F-HR
Q1 2025Mar 31, 2025Apr 4, 202565$119.1M13F-HR
Q4 2024Dec 31, 2024Jan 23, 202562$112.2M13F-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.