Arkolith/Funds/Climber Capital SA

Climber Capital SA

CIK 2011229
Holdings as of Jun 30, 2026·disclosed Jul 22, 2026·~22-day 13F lag·13F-HR
Active Filer

Climber Capital SA holds a focused book of 64 stocks worth $163.5M as of Q2 2026 (disclosed Jul 22, 2026, a ~45-day 13F lag). This quarter they opened FT Vest U.S. Equity Deep Buf and trimmed SPDR Gold Shares. Their largest long position is Vanguard S&P 500 ETF at 11% of the equity book. Cloning the disclosed picks since 2025 would be +20% (+13.6%/yr). That is a simulation of the disclosed long book, not audited returns.

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Use Arkolith to show Climber Capital SA's latest
holdings, largest changes, and filing provenance.
Opened
9
new positions
Added to
31
existing
Trimmed
20
reduced
Sold out
8
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+20.1%
+13.6%/yr · since Feb '25
Their reported book
+23.2%
held from quarter-end
S&P 500
+24.8%
same window
$8K$9K$11K$12K$13KFeb '25May '25Sep '25Dec '25Apr '26Jul '26
Climber Capital SA (copied at disclosure) S&P 500

The reported book (valued from quarter-end) returned +23.2%, a 3.1-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.

Growth of $10,000 cloning Climber Capital SA'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.

Concentration

Top-heavy: focused book

Top 5 holdings
33%
Top 10 holdings
49%
Top 20 holdings
75%

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

Direct sector allocation

16% mapped to company sectors

ETF / fund or unclassified
84%
Financials
9%
Information Technology
5%
Health Care
1%
Energy
0%
Materials
0%
Consumer Staples
0%
Consumer Discretionary
0%

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.

64 positions
#SecurityValueShares% PortLast moveHistory
1Vanguard S&P 500 ETF
Equity ETF
$17.6M26.2K
10.8%
+25%
Added · +5K sh
2SPDR Gold Trust
Commodity ETF
$13.8M40.5K
8.5%
−0.6%
Reduced · −225 sh
3SPDR Portfolio Short Term Corporate Bond ETF
Bond ETF
$8.6M291.9K
5.3%
+63%
Added · +112K sh
4iShares Short Treasury Bond ETF
Bond ETF
$7.2M85.4K
4.4%
+29%
Added · +19K sh
5Vanguard FTSE Developed Markets ETF
Equity ETF
$6.2M86.7K
3.8%
+22%
Added · +15K sh
6SPDR S&P Dividend ETF
Equity ETF
$6.1M41.1K
3.7%
+48%
Added · +13K sh
7Invesco S&P 500 Equal Weight Technology ETF
Equity ETF
$5.4M91.2K
3.3%
−4.2%
Reduced · −4K sh
8Vanguard Short-Term Corporate Bond ETF
Bond ETF
$5.3M88.5K
3.2%
+37%
Added · +24K sh
9iShares MSCI EMU Fund
Equity ETF
$5.1M86.2K
3.1%
Held
10Vanguard Short-Term Treasury ETF
Bond ETF
$5.1M88.0K
3.1%
+21%
Added · +15K sh
11Vanguard High Dividend Yield ETF
Equity ETF
$5.1M33.4K
3.1%
+14%
Added · +4K sh
12SPDR Portfolio Intermediate Term Treasury ETF
Bond ETF
$4.5M158.8K
2.8%
+19%
Added · +25K sh
13iShares Aaa - A Rated Corporate Bond ETF
Bond ETF
$4.4M118.0K
2.7%
+25%
Added · +24K sh
14SPDR S&P 500 ETF Trust
Equity ETF
$4.4M5.9K
2.7%
+10%
Added · +550 sh
15SPDR Bloomberg 1-3 Month T-Bill ETF
Bond ETF
$4.1M94.1K
2.5%
+103%
Added · +48K sh
16iShares MSCI Switzerland Fund
Equity ETF
$3.9M61.8K
2.4%
+1.1%
Added · +678 sh
17Alphabet Inc
Ordinary Share
$3.9M10.8K
2.4%
−15%
Reduced · −2K sh
18First Trust Global Tactical Commodity Strategy Fund
Commodity ETF
$3.8M145.8K
2.3%
+0.1%
Added · +125 sh
19SPDR Portfolio Intermediate Term Corporate Bond ETF
Bond ETF
$3.8M113.1K
2.3%
+0.8%
Added · +907 sh
20iShares Core S&P Total U.S. Stock Market ETF
Equity ETF
$3.8M28.9K
2.3%
+4.7%
Added · +1K sh
21SPDR Euro Stoxx 50 ETF
Equity ETF
$3.6M62.0K
2.2%
Held
22iShares MSCI Global Gold Miners ETF
Equity ETF
$3.2M55.3K
2.0%
+26%
Added · +11K sh
23iShares TIPS Bond ETF USD (D
Bond ETF
$2.6M24.2K
1.6%
+53%
Added · +8K sh
24Apple Inc
Ordinary Share
$2.5M8.5K
1.5%
−22%
Reduced · −2K sh
25Vanguard FTSE Emerging Markets ETF
Equity ETF
$2.4M42.0K
1.5%
+1.3%
Added · +539 sh
26iShares Russell Mid-Cap ETF
Equity ETF
$2.2M21.4K
1.4%
+1.1%
Added · +226 sh
27iShares MSCI All Country Asia ex Japan ETF
Equity ETF
$2.0M21.1K
1.2%
+14%
Added · +3K sh
28SPDR Portfolio S&P 1500 Composite Stock Market ETF
Equity ETF
$1.6M18.2K
1.0%
−16%
Reduced · −3K sh
29SPDR Consumers Staples Select Sector ETF
Equity ETF
$1.6M19.2K
1.0%
+0.4%
Added · +72 sh
30Invesco International Corporate Bond ETF
Bond ETF
$1.4M60.2K
0.9%
+5.2%
Added · +3K sh
31Schwab US Small Cap ETF
Equity ETF
$1.2M36.0K
0.7%
+1.4%
Added · +494 sh
32iShares Global Energy ETF
Equity ETF
$1.1M21.5K
0.6%
−11%
Reduced · −3K sh
33iShares US Healthcare ETF
Equity ETF
$917K19.1K
0.6%
+20%
Added · +3K sh
34iShares Core High Dividend ETF
Equity ETF
$889K32.5K
0.5%
+400%
Added · +26K sh
35Vanguard Global ex-US Real Est
Equity ETF
$864K19.3K
0.5%
+327%
Added · +15K sh
36FT Cboe Vest U.S. Equity Deep
Equity ETF
$862K21.1K
0.5%
New
New position
37Invesco QQQ Trust Series I
Equity ETF
$842K1.1K
0.5%
+2.5%
Added · +28 sh
38TotalEnergies SE
Ordinary Share
$772K10.5K
0.5%
−36%
Reduced · −6K sh
39iShares Russell 3000 ETF
Equity ETF
$766K1.8K
0.5%
Held
40First Trust Exchange-Traded AlphaDEX Fund II
Equity ETF
$732K8.9K
0.4%
+9.9%
Added · +805 sh
41iShares California Muni Bond USD
Bond ETF
$727K12.7K
0.4%
Held
42First Trust California Municipal High Income ETF
Bond ETF
$725K14.6K
0.4%
Held
43iShares MSCI Japan Index
Equity ETF
$662K7.1K
0.4%
Held
44IShares Tr.-S&P Gl.Mat.Ind.
Equity ETF
$655K6.2K
0.4%
+2.6%
Added · +155 sh
45Nvidia Corp
Ordinary Share
$552K2.8K
0.3%
−10%
Reduced · −310 sh
46iShares MSCI EAFE Fund
Equity ETF
$526K5.1K
0.3%
Held
47Microsoft Corp
Ordinary Share
$506K1.4K
0.3%
−51%
Reduced · −1K sh
48FT Vest U.S. Equity Max Buffer
Equity ETF
$470K13.8K
0.3%
New
New position
49Procter & Gamble Co
Ordinary Share
$468K3.2K
0.3%
−6.8%
Reduced · −234 sh
50Berkshire Hathaway Inc
Ordinary Share
$377K754
0.2%
−28%
Reduced · −300 sh
Showing 50 of 64 positions

Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 22, 202664$163.5M13F-HR
Q1 2026Mar 31, 2026May 1, 202669$152.6M13F-HR
Q4 2025Dec 31, 2025Feb 3, 202658$153.5M13F-HR
Q2 2025Jun 30, 2025Aug 6, 202566$155.9M13F-HR
Q1 2025Mar 31, 2025Apr 23, 202559$127.1M13F-HR
Q4 2024Dec 31, 2024Feb 12, 202552$121.5M13F-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. The performance line is a simulation of the disclosed long book, not an audited return.