Arkolith/Funds/Collar Capital Management, LLC

Collar Capital Management, LLC

CIK 2056719
Holdings as of Jun 30, 2026·disclosed Jul 27, 2026·~27-day 13F lag·13F-HR
Active Filer

Collar Capital Management, LLC holds a diversified book of 73 stocks worth $169.6M as of Q2 2026 (disclosed Jul 27, 2026, a ~27-day 13F lag). This quarter they opened Western Union Co and trimmed Micron Technology Inc. Their largest long position is Micron Technology Inc at 7% of the equity book.

Opened
4
bought for the first time
Added to
14
already held, bought more
Trimmed
49
sold some, still holds it
Sold out
3
exited the position entirely

Concentration

Top-heavy: diversified book

Top 5 holdings
23%
Top 10 holdings
37%
Top 20 holdings
57%

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

Direct sector allocation

96% mapped to company sectors

Information Technology
33%
Financials
16%
Consumer Discretionary
10%
Industrials
8%
Health Care
6%
Real Estate
6%
Materials
5%
ETF / fund or unclassified
4%

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 Collar Capital Management, LLC

Manager / fundShared namesTheir $ in those
MORGAN STANLEY76 / 73$362.8B
OSAIC HOLDINGS, INC.76 / 73$9.5B
Allworth Financial LP76 / 73$1.9B
BANK OF AMERICA CORP /DE/75 / 73$222.4B
ROYAL BANK OF CANADA75 / 73$94.4B
UBS Group AG75 / 73$93.8B
LPL Financial LLC75 / 73$39.6B
CWM, LLC75 / 73$3.8B

Ranked by the share of each fund's own book sitting in the names it shares with Collar Capital Management, LLC: 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.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

73 positions
#SecurityValueShares% PortLast moveHistory
1Micron Technology Inc
COM
$12.3M10.7K
7.3%
−51%
Reduced · −11K sh
2Intel Corp
COM
$8.6M61.9K
5.1%
−36%
Reduced · −35K sh
3Tesla Inc
COM
$6.3M15.0K
3.7%
+0.3%
Added · +38 sh
4Western Digital Corp
COM
$6.1M9.5K
3.6%
−51%
Reduced · −10K sh
5Apple Inc
COM
$5.3M18.5K
3.2%
−2.5%
Reduced · −467 sh
6Alphabet Inc
CAP STK CL C
$5.2M14.7K
3.1%
−3.2%
Reduced · −487 sh
7Unitedhealth Group Inc
COM
$5.2M12.4K
3.0%
−3.6%
Reduced · −466 sh
8Citigroup Inc
COM NEW
$4.6M33.1K
2.7%
−5.4%
Reduced · −2K sh
9Target Corp
COM
$4.5M34.6K
2.7%
−2.8%
Reduced · −981 sh
10Abbvie Inc
COM
$3.9M15.4K
2.3%
−0.1%
Reduced · −8 sh
11Kraft Heinz Co
COM
$3.7M157.4K
2.2%
−1.1%
Reduced · −2K sh
12Qualcomm Inc
COM
$3.6M19.5K
2.1%
+25%
Added · +4K sh
13Nvidia Corporation
COM
$3.6M17.8K
2.1%
−1.7%
Reduced · −308 sh
14Apollo Global Mgmt Inc
COM
$3.5M29.7K
2.1%
−1.4%
Reduced · −410 sh
15Western Un Co
COM
$3.4M443.9K
2.0%
New
New position
16Edison Intl
COM
$3.4M45.5K
2.0%
−4.8%
Reduced · −2K sh
17Lincoln Natl Corp Ind
COM
$3.4M95.8K
2.0%
−1.5%
Reduced · −1K sh
18United Parcel Svcs Inc
CL B
$3.3M30.9K
2.0%
−1.7%
Reduced · −537 sh
19Virtu Finl Inc
CL A
$3.1M52.7K
1.9%
−2.8%
Reduced · −2K sh
20Salesforce Inc
COM
$3.1M19.8K
1.8%
+14%
Added · +2K sh
21Meta Platforms Inc
CL A
$3.1M5.5K
1.8%
−0.3%
Reduced · −19 sh
22Vornado Rlty TR
SH BEN INT
$2.9M73.6K
1.7%
−2.9%
Reduced · −2K sh
23Docusign Inc
COM
$2.9M64.6K
1.7%
+3.2%
Added · +2K sh
24Boeing Co
COM
$2.8M13.0K
1.7%
−1.3%
Reduced · −174 sh
25Amazon Com Inc
COM
$2.6M10.8K
1.5%
+0.4%
Added · +45 sh
26Adobe Inc
COM
$2.6M12.5K
1.5%
+8.2%
Added · +949 sh
27Dow Hldgs Inc
COM
$2.5M92.5K
1.5%
−3.1%
Reduced · −3K sh
28Northern Oil & Gas Inc
COM
$2.3M128.2K
1.4%
−5.2%
Reduced · −7K sh
29Annaly Capital Management In
COM NEW
$2.3M100.7K
1.3%
−3.7%
Reduced · −4K sh
30Fedex Corp
COM
$2.1M6.8K
1.3%
−6.3%
Reduced · −460 sh
31Cleveland-Cliffs Inc New
COM
$2.1M225.4K
1.2%
−1.4%
Reduced · −3K sh
32Tronox Holdings PLC
SHS
$2.1M333.5K
1.2%
−3.8%
Reduced · −13K sh
33SM Energy Company
COM
$2.1M79.7K
1.2%
−2.8%
Reduced · −2K sh
34Conagra Brands Inc
COM
$2.0M152.0K
1.2%
+5.3%
Added · +8K sh
35Prosperity Bancshares Inc
COM
$1.9M25.7K
1.1%
+1.3%
Added · +329 sh
36V F Corp
COM
$1.9M111.1K
1.1%
−3.0%
Reduced · −3K sh
37Strategy Inc
CL A NEW
$1.9M21.3K
1.1%
−2.9%
Reduced · −645 sh
38Coinbase Global Inc
COM CL A
$1.8M12.5K
1.1%
−3.7%
Reduced · −485 sh
39Starbucks Corp
COM
$1.8M17.9K
1.1%
−2.8%
Reduced · −508 sh
40Zoom Communications Inc
CL A
$1.8M20.4K
1.0%
−2.7%
Reduced · −560 sh
41ALPS ETF TR
ALERIAN MLP
$1.7M33.2K
1.0%
−3.1%
Reduced · −1K sh
42Flagstar Bank National Assoc
COM NEW
$1.7M115.1K
1.0%
−2.6%
Reduced · −3K sh
43Blue Owl Capital Inc
COM CL A
$1.7M195.0K
1.0%
New
New position
44Starwood Ppty TR Inc
COM
$1.7M102.9K
1.0%
+1.6%
Added · +2K sh
45CVS Health Corp
COM
$1.7M16.0K
1.0%
−5.9%
Reduced · −1K sh
46Wells Fargo & Co
COM
$1.6M18.9K
0.9%
−4.5%
Reduced · −900 sh
47Ambarella Inc
SHS
$1.6M18.1K
0.9%
−2.8%
Reduced · −515 sh
48Huntsman Corp
COM
$1.5M144.8K
0.9%
−2.5%
Reduced · −4K sh
49Kayne Anderson Energy Infrst
COM
$1.4M102.8K
0.8%
−5.4%
Reduced · −6K sh
50Archer Aviation Inc
COM CL A
$1.3M281.1K
0.8%
−2.6%
Reduced · −8K sh
Showing 50 of 73 positions
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Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 27, 202673$169.6M13F-HR
Q1 2026Mar 31, 2026May 14, 202672$154.5M13F-HR
Q4 2025Dec 31, 2025Feb 10, 202675$149.7M13F-HR
Q3 2025Sep 30, 2025Oct 16, 202571$142.1M13F-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.