Arkolith/Funds/Brooktree Capital Management

Brooktree Capital Management

CIK 1021296
Holdings as of Jun 30, 2026·disclosed Aug 5, 2026·~36-day 13F lag·13F-HR
Active Filer

Brooktree Capital Management holds a focused book of 44 stocks worth $153.2M as of Q2 2026 (disclosed Aug 5, 2026, a ~36-day 13F lag). This quarter they opened Kimberly-Clark Corp and trimmed Interactive Brokers Gro-CL A. Their largest long position is Interactive Brokers Gro-CL A at 15% of the equity book.

Opened
1
bought for the first time
Added to
15
already held, bought more
Trimmed
8
sold some, still holds it
Sold out
1
exited the position entirely

Concentration

Top-heavy: focused book

Top 5 holdings
52%
Top 10 holdings
72%
Top 20 holdings
91%

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

Direct sector allocation

89% mapped to company sectors

Financials
33%
Information Technology
25%
Industrials
14%
ETF / fund or unclassified
11%
Health Care
10%
Communication Services
4%
Energy
1%
Consumer Discretionary
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

Funds with the most overlap

Other tracked managers holding the same core names as Brooktree Capital Management

Manager / fundShared namesTheir $ in those
BlackRock, Inc.45 / 44$1.5T
FMR LLC45 / 44$434.5B
MORGAN STANLEY45 / 44$341.0B
JPMORGAN CHASE & CO45 / 44$307.2B
BANK OF AMERICA CORP /DE/45 / 44$199.4B
NORTHERN TRUST CORP45 / 44$198.4B
GOLDMAN SACHS GROUP INC45 / 44$143.7B
Bank of New York Mellon Corp45 / 44$130.1B

Ranked by how many of Brooktree Capital Management's top 44 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.

44 positions
#SecurityValueShares% PortLast moveHistory
1Interactive Brokers Group In
COM CL A
$22.8M261.6K
14.9%
−3.9%
Reduced · −11K sh
2Rimini STR Inc Del
COM
$17.1M4.02M
11.2%
+1.6%
Added · +65K sh
3Par Technology Corp
COM
$15.2M874.0K
9.9%
+1.3%
Added · +12K sh
4People Inc
COM NEW
$14.5M314.2K
9.5%
−0.1%
Reduced · −242 sh
5Bread Financial Holdings Inc
COM
$10.6M97.5K
6.9%
−1.0%
Reduced · −1K sh
6Berkshire Hathaway Inc Del
CL B NEW
$9.4M18.8K
6.1%
+0.2%
Added · +40 sh
7Extreme Networks Inc
COM
$7.2M223.6K
4.7%
+0.4%
Added · +948 sh
8Qualcomm Inc
COM
$6.6M35.7K
4.3%
−32%
Reduced · −17K sh
9Rocket Cos Inc
COM CL A
$3.8M242.7K
2.5%
+57%
Added · +88K sh
10Gitlab Inc
CLASS A COM
$3.8M124.5K
2.5%
+96%
Added · +61K sh
11Johnson & Johnson
COM
$3.8M14.9K
2.5%
+0.2%
Added · +33 sh
12Thryv Hldgs Inc
COM NEW
$3.8M952.9K
2.5%
+3.2%
Added · +29K sh
13Dexcom Inc
COM
$3.4M51.1K
2.2%
+1.6%
Added · +783 sh
14Fiserv Inc
COM
$3.3M66.9K
2.1%
−0.2%
Reduced · −116 sh
15Servicenow Inc
COM
$2.7M27.1K
1.8%
+117%
Added · +15K sh
16Cloudflare Inc
CL A COM
$2.6M10.5K
1.7%
+2.4%
Added · +248 sh
17Wix Com Ltd
SHS
$2.5M54.5K
1.6%
+13%
Added · +6K sh
18Pfizer Inc
COM
$2.4M101.1K
1.6%
−0.3%
Reduced · −307 sh
19Ishares TR
U.S. TECH ETF
$1.6M6.5K
1.1%
Held
20West Pharmaceutical SVSC Inc
COM
$1.6M4.3K
1.0%
−1.0%
Reduced · −43 sh
21Exxon Mobil Corp
COM
$1.4M10.1K
0.9%
Held
22Microsoft Corp
COM
$1.3M3.5K
0.8%
+0.1%
Added · +5 sh
23Abbvie Inc
COM
$1.2M4.9K
0.8%
−0.3%
Reduced · −13 sh
24General Dynamics Corp
COM
$1.1M3.1K
0.7%
Held
25Eli Lilly & Co
COM
$952K794
0.6%
Held
26Stryker Corporation
COM
$848K2.7K
0.6%
Held
27Alphabet Inc
CAP STK CL A
$715K2.0K
0.5%
Held
28Alphabet Inc
CAP STK CL C
$707K2.0K
0.5%
Held
29JPMorgan Chase & Co
COM
$655K2.0K
0.4%
Held
30McDonalds Corp
COM
$586K2.2K
0.4%
Held
31Apple Inc
COM
$545K1.9K
0.4%
Held
32Roper Technologies Inc
COM
$515K1.5K
0.3%
+8.4%
Added · +118 sh
33Abbott Laboratories
COM
$452K5.0K
0.3%
Held
34Bank Of NY Mellon Corp
COM
$414K2.9K
0.3%
Held
35Pepsico Inc
COM
$399K3.0K
0.3%
Held
36Cellebrite Di Ltd
ORDINARY SHARES
$376K25.8K
0.2%
+43%
Added · +8K sh
37Amgen Inc
COM
$362K1.0K
0.2%
Held
38Home Depot Inc
COM
$358K1.0K
0.2%
Held
39Coca Cola Co
COM
$325K4.0K
0.2%
Held
40Emerson Elec Co
COM
$286K2.0K
0.2%
Held
41Amazon Com Inc
COM
$281K1.2K
0.2%
Held
42Colgate Palmolive Co
COM
$261K2.9K
0.2%
Held
43Procter & Gamble Co
COM
$235K1.6K
0.2%
Held
44Kimberly-Clark Corp
COM
$220K2.0K
0.1%
New
New position
Showing all 44 positions
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Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 5, 202644$153.2M13F-HR
Q1 2026Mar 31, 2026May 6, 202644$126.1M13F-HR
Q4 2025Dec 31, 2025Feb 2, 202641$150.3M13F-HR
Q3 2025Sep 30, 2025Nov 7, 202542$157.4M13F-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.