Bennett Selby Investments LP holds a focused book of 85 stocks worth $312.9M as of Q2 2026 (disclosed Jul 24, 2026, a ~45-day 13F lag). This quarter they opened Mercadolibre Inc and trimmed Marsh & McLennan Cos. Their largest long position is Alphabet Inc-CL C at 16% of the equity book. Cloning the disclosed picks since 2024 would be +14% (+7.8%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1840740/holdings"
Use Arkolith to show BENNETT SELBY INVESTMENTS LP's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 3.9 points over this window.
Growth of $10,000 cloning Bennett Selby Investments LP's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, 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.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
95% 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
Other tracked managers holding the same core names as Bennett Selby Investments LP
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| FMR LLC | 80 / 80 | $833.1B |
| MORGAN STANLEY | 80 / 80 | $591.4B |
| JPMORGAN CHASE & CO | 80 / 80 | $529.6B |
| BANK OF AMERICA CORP /DE/ | 80 / 80 | $379.1B |
| ROYAL BANK OF CANADA | 80 / 80 | $184.4B |
| WELLS FARGO & COMPANY/MN | 80 / 80 | $159.4B |
| LPL Financial LLC | 80 / 80 | $75.7B |
| Creative Planning | 80 / 80 | $40.8B |
Ranked by how many of Bennett Selby Investments LP's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Alphabet Inc CAP STK CL C | $51.3M | 145.2K | 16.4% | ▲+0.2% Added · +323 sh | |
| 2 | Apple Inc COM | $43.5M | 150.3K | 13.9% | ▲+0.1% Added · +111 sh | |
| 3 | Visa Inc COM CL A | $21.1M | 61.4K | 6.7% | ▲+1.3% Added · +802 sh | |
| 4 | Meta Platforms Inc CL A | $20.3M | 36.1K | 6.5% | ▲+1.7% Added · +599 sh | |
| 5 | Booking Holdings Inc COM | $18.5M | 103.7K | 5.9% | ▲25× Added · +100K sh | |
| 6 | Berkshire Hathaway Inc Del CL B NEW | $12.6M | 25.2K | 4.0% | ▲+1.9% Added · +476 sh | |
| 7 | Nvidia Corporation COM | $12.6M | 62.9K | 4.0% | ▲+15% Added · +8K sh | |
| 8 | Mastercard Incorporated CL A | $11.0M | 21.4K | 3.5% | ▲+5.2% Added · +1K sh | |
| 9 | Amazon Com Inc COM | $9.1M | 38.1K | 2.9% | ▲+3.3% Added · +1K sh | |
| 10 | Uber Technologies Inc COM | $7.5M | 104.4K | 2.4% | ▲+4.2% Added · +4K sh | |
| 11 | Floor & Decor Hldgs Inc CL A | $7.5M | 126.6K | 2.4% | ▲+3.6% Added · +4K sh | |
| 12 | Microsoft Corp COM | $7.2M | 19.4K | 2.3% | ▲+1.0% Added · +194 sh | |
| 13 | Marsh & McLennan Cos Inc COM | $6.0M | 35.9K | 1.9% | ▼−6.2% Reduced · −2K sh | |
| 14 | State STR SPDR S&P 500 ETF T TR UNIT | $5.2M | 7.0K | 1.7% | ▲+1.6% Added · +114 sh | |
| 15 | Johnson & Johnson COM | $4.6M | 18.2K | 1.5% | ▼−0.2% Reduced · −31 sh | |
| 16 | Netflix Inc. COM | $4.4M | 61.8K | 1.4% | ▲+1.0% Added · +622 sh | |
| 17 | Dominos Pizza Inc COM | $3.3M | 11.0K | 1.0% | ▼−7.3% Reduced · −869 sh | |
| 18 | Trex Inc COM | $3.0M | 59.4K | 0.9% | ▼−3.0% Reduced · −2K sh | |
| 19 | Eli Lilly & Co COM | $2.9M | 2.5K | 0.9% | ▲+1.6% Added · +39 sh | |
| 20 | Starbucks Corp COM | $2.9M | 28.7K | 0.9% | ▼−11% Reduced · −3K sh | |
| 21 | JPMorgan Chase & Co COM | $2.9M | 8.8K | 0.9% | ▲+0.4% Added · +39 sh | |
| 22 | Taiwan Semiconductor Manufac SPONSORED ADS | $2.8M | 5.8K | 0.9% | ▲+2.2% Added · +125 sh | |
| 23 | Wells Fargo & Co COM | $2.8M | 33.3K | 0.9% | ▲+0.3% Added · +98 sh | |
| 24 | Graco Inc COM | $2.5M | 33.2K | 0.8% | ▼−7.7% Reduced · −3K sh | |
| 25 | Costco Wholesale Corporation COM | $2.3M | 2.4K | 0.7% | ▲+1.7% Added · +40 sh | |
| 26 | Kinsale Cap Group Inc COM | $2.2M | 6.5K | 0.7% | ▲+23% Added · +1K sh | |
| 27 | Union Pac Corp COM | $2.1M | 7.5K | 0.7% | ▲+0.5% Added · +34 sh | |
| 28 | Ferrari N V COM | $1.9M | 5.2K | 0.6% | ▲+41% Added · +2K sh | |
| 29 | Restaurant Brands Intl Inc COM | $1.8M | 24.8K | 0.6% | —Held | |
| 30 | Novo-Nordisk A S ADR | $1.7M | 35.0K | 0.5% | ▼−2.0% Reduced · −729 sh | |
| 31 | Celsius Hldgs Inc COM NEW | $1.5M | 49.6K | 0.5% | ▼−12% Reduced · −7K sh | |
| 32 | Msci Inc COM | $1.4M | 2.6K | 0.5% | ▲~0% Added · +1 sh | |
| 33 | Invesco QQQ TR UNIT SER 1 | $1.4M | 1.9K | 0.5% | ▲+13% Added · +230 sh | |
| 34 | McDonalds Corp COM | $1.4M | 5.1K | 0.4% | ▼−0.8% Reduced · −43 sh | |
| 35 | On Hldg AG NAMEN AKT A | $1.3M | 37.6K | 0.4% | ▲+3.0% Added · +1K sh | |
| 36 | NVR Inc COM | $1.2M | 180 | 0.4% | ▲+1.7% Added · +3 sh | |
| 37 | TJX Cos Inc New COM | $1.2M | 8.0K | 0.4% | —Held | |
| 38 | Vanguard Index FDS TOTAL STK MKT | $1.2M | 3.1K | 0.4% | —Held | |
| 39 | Kla Corp COM NEW | $1.1M | 3.8K | 0.4% | ▲10× Added · +3K sh | |
| 40 | Verisign Inc COM | $1.1M | 4.5K | 0.4% | ▼−2.1% Reduced · −100 sh | |
| 41 | Coca Cola Co COM | $1.1M | 13.5K | 0.4% | —Held | |
| 42 | Ishares TR CORE S&P500 ETF | $1.1M | 1.4K | 0.3% | —Held | |
| 43 | Bank Of Amer Corp COM | $1.1M | 18.4K | 0.3% | ▲+0.5% Added · +93 sh | |
| 44 | Broadcom Inc COM | $1.0M | 2.7K | 0.3% | ▲+2.5% Added · +66 sh | |
| 45 | Monster Beverage Corp New COM | $961K | 10.0K | 0.3% | —Held | |
| 46 | Home Depot Inc COM | $931K | 2.6K | 0.3% | ▲+2.7% Added · +69 sh | |
| 47 | Transdigm Group Inc COM | $914K | 686 | 0.3% | ▲+2.8% Added · +19 sh | |
| 48 | Nike Inc CL B | $874K | 21.3K | 0.3% | ▼−49% Reduced · −20K sh | |
| 49 | Ishares TR CORE S&P US GWT | $862K | 4.6K | 0.3% | —Held | |
| 50 | Lowes Cos Inc COM | $834K | 3.8K | 0.3% | ▼−1.3% Reduced · −50 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 24, 2026 | 85 | $312.9M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 21, 2026 | 81 | $284.7M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 8, 2026 | 84 | $310.5M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 8, 2025 | 80 | $302.4M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 17, 2025 | 76 | $281.0M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 14, 2025 | 75 | $253.0M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 21, 2025 | 74 | $252.1M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 10, 2024 | 75 | $237.8M | 13F-HR |
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.