Canerector Inc holds a concentrated book of 9 reported positions worth $219.2M as of Q2 2026 (disclosed Aug 7, 2026, a ~38-day 13F lag). Their largest long position is Vanguard S&P 500 ETF at 16% of the reported non-option book. Cloning the disclosed picks since 2025 would be +21% (+25.4%/yr). That is a simulation of the disclosed long book, not audited returns.
The reported book (valued from quarter-end) returned +26.3%, a 5.4-point gap that is the cost of the ~38-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Canerector Inc's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~38 days for the latest filing, with 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: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
84% 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 (an exit at the prior quarter-end), no cost basis
No trims or exits this quarter.
Other tracked managers holding the same core names as Canerector Inc
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Daniel Investment Group, Inc. | 3 / 9 | $100.8M |
| Intelligent Financial Strategies | 2 / 9 | $88.0M |
| GoalVest Advisory LLC | 4 / 9 | $212.3M |
| Fortune 45 LLC | 2 / 9 | $89.5M |
| NWM Advisors, LLC | 2 / 9 | $47.6M |
| Citadel Investment Advisory, Inc. | 2 / 9 | $82.2M |
| Pioneer Family Office, LLC | 2 / 9 | $68.0M |
| Delaney Capital Management Ltd. | 6 / 9 | $216.2M |
Ranked by the share of each fund's own book sitting in the names it shares with Canerector Inc: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index FDS S&P 500 ETF SHS | $34.3M | 50.0K | 15.7% | ▲+11% Added · +5K sh | |
| 2 | Manulife Finl Corp COM | $32.4M | 800.0K | 14.8% | —Held | |
| 3 | Bank Nova Scotia B C COM | $26.0M | 300.0K | 11.9% | —Held | |
| 4 | Berkshire Hathaway Inc Del CL B NEW | $25.0M | 50.0K | 11.4% | ▲+81% Added · +22K sh | |
| 5 | Toronto Dominion BK Ont COM NEW | $24.3M | 200.0K | 11.1% | —Held | |
| 6 | Canadian Imperial Bank Of Co COM | $23.0M | 200.0K | 10.5% | —Held | |
| 7 | Bank Montreal Medium COM | $22.1M | 125.0K | 10.1% | —Held | |
| 8 | Markel Group Inc COM | $16.6M | 8.5K | 7.6% | ▲+51% Added · +3K sh | |
| 9 | Royal BK Cda COM | $15.5M | 75.0K | 7.1% | —Held |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1113234/holdings"
Use Arkolith to show CANERECTOR INC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 7, 2026 | 38d | 9 | $219.2M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 15, 2026 | 45d | 9 | $211.1M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 13, 2026 | 44d | 9 | $204.3M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Mar 20, 2026 | 171d | 10 | $196.0M | 13F-HR/A |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. 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.