Arkolith/Funds/Country Trust Bank

Country Trust Bank

CIK 1209324Bank / broker
Holdings as of Jun 30, 2026·disclosed Jul 15, 2026·~15-day 13F lag·13F-HR
Active Filer

Country Trust Bank holds a focused book of 628 stocks worth $5.7B as of Q2 2026 (disclosed Jul 15, 2026, a ~45-day 13F lag). This quarter they opened Schwab U.S. Tips ETF and trimmed Vanguard S&P 500 ETF. Their largest long position is Vanguard S&P 500 ETF at 14% of the equity book.

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Use Arkolith to show COUNTRY TRUST BANK's latest
holdings, largest changes, and filing provenance.
Opened
91
new positions
Added to
99
existing
Trimmed
109
reduced
Sold out
31
exited

Concentration

Top-heavy: focused book

Top 5 holdings
37%
Top 10 holdings
51%
Top 20 holdings
69%

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

Direct sector allocation

58% mapped to company sectors

ETF / fund or unclassified
42%
Information Technology
29%
Financials
7%
Industrials
6%
Health Care
5%
Consumer Discretionary
4%
Energy
2%
Materials
2%

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.

628 positions
#SecurityValueShares% PortLast moveHistory
1Vanguard Index FDS
S&P 500 ETF SHS
$806.8M1.17M
14.1%
−1.9%
Reduced · −22K sh
2Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$541.4M7.60M
9.5%
+2.7%
Added · +200K sh
3Fidelity Merrimack STR TR
TOTAL BD ETF
$312.0M6.86M
5.5%
+1.7%
Added · +114K sh
4Nvidia Corporation
COM
$263.3M1.32M
4.6%
−2.7%
Reduced · −37K sh
5Apple Inc
COM
$212.4M734.0K
3.7%
+11%
Added · +71K sh
6Microsoft Corp
COM
$190.2M510.0K
3.3%
+2.8%
Added · +14K sh
7Vanguard Index FDS
SMALL CP ETF
$162.1M534.9K
2.8%
−18%
Reduced · −116K sh
8Amazon Com Inc
COM
$160.0M671.2K
2.8%
−5.9%
Reduced · −42K sh
9Alphabet Inc
CAP STK CL C
$136.7M386.8K
2.4%
−1.6%
Reduced · −6K sh
10Applied Matls Inc
COM
$135.9M187.9K
2.4%
−22%
Reduced · −52K sh
11Broadcom Inc
COM
$123.9M328.1K
2.2%
+406%
Added · +263K sh
12Eli Lilly & Co
COM
$112.1M93.4K
2.0%
+2.9%
Added · +3K sh
13Amphenol Corp
CL A
$108.8M617.2K
1.9%
−2.0%
Reduced · −13K sh
14Vanguard Intl Equity Index F
FTSE EMR MKT ETF
$107.6M1.80M
1.9%
+1.8%
Added · +33K sh
15Meta Platforms Inc
CL A
$103.5M183.8K
1.8%
+0.1%
Added · +194 sh
16ASML Hldg NV
N Y REGISTRY SHS
$100.5M50.5K
1.8%
−8.0%
Reduced · −4K sh
17Visa Inc
COM CL A
$99.1M288.9K
1.7%
+2.4%
Added · +7K sh
18Ishares TR
CORE S&P500 ETF
$97.4M130.1K
1.7%
−3.5%
Reduced · −5K sh
19Vanguard Index FDS
MID CAP ETF
$96.5M1.20M
1.7%
+236%
Added · +842K sh
20Alphabet Inc
CAP STK CL A
$95.3M266.8K
1.7%
+14%
Added · +32K sh
21JPMorgan Chase & Co
COM
$85.0M259.7K
1.5%
+1.3%
Added · +3K sh
22Caterpillar Inc
COM
$83.2M78.1K
1.5%
+7.9%
Added · +6K sh
23Booking Holdings Inc
COM
$61.8M346.8K
1.1%
29×
Added · +335K sh
24Mastec Inc
COM
$58.9M141.5K
1.0%
+7.5%
Added · +10K sh
25Vanguard Charlotte FDS
TOTAL INT BD ETF
$51.8M1.07M
0.9%
+0.3%
Added · +4K sh
26Vertex Pharmaceuticals Inc
COM
$49.9M100.4K
0.9%
−4.5%
Reduced · −5K sh
27Xylem Inc
COM
$49.6M419.6K
0.9%
+16%
Added · +57K sh
28Northrop Grumman Corp
COM
$49.5M97.3K
0.9%
+22%
Added · +18K sh
29Procter & Gamble Co
COM
$48.1M328.3K
0.8%
−6.0%
Reduced · −21K sh
30Chubb Limited
COM
$47.0M137.9K
0.8%
+16%
Added · +19K sh
31Datadog Inc
CL A COM
$46.6M179.1K
0.8%
−24%
Reduced · −55K sh
32Linde PLC
SHS
$44.7M86.1K
0.8%
−5.5%
Reduced · −5K sh
33Unitedhealth Group Inc
COM
$44.6M107.3K
0.8%
−29%
Reduced · −44K sh
34American Express Co
COM
$43.5M128.5K
0.8%
−6.0%
Reduced · −8K sh
35Blackstone Inc
COM
$41.2M350.3K
0.7%
+3.2%
Added · +11K sh
36Iqvia Hldgs Inc
COM
$41.0M212.4K
0.7%
−5.0%
Reduced · −11K sh
37Markel Group Inc
COM
$40.9M20.9K
0.7%
+1.8%
Added · +365 sh
38Valero Energy Corp
COM
$40.0M153.7K
0.7%
−6.6%
Reduced · −11K sh
39Equinix Inc
COM
$38.7M37.2K
0.7%
−11%
Reduced · −4K sh
40Johnson & Johnson
COM
$38.4M151.0K
0.7%
+17%
Added · +22K sh
41Fortinet Inc
COM
$38.3M249.2K
0.7%
−19%
Reduced · −58K sh
42Chevron Corporation
COM
$37.8M227.8K
0.7%
+2.6%
Added · +6K sh
43BlackRock Inc
COM
$37.4M38.9K
0.7%
−11%
Reduced · −5K sh
44Sysco Corp
COM
$36.4M435.8K
0.6%
−12%
Reduced · −62K sh
45NextEra Energy Inc
COM
$28.5M324.4K
0.5%
−4.3%
Reduced · −15K sh
46Wec Energy Group Inc
COM
$28.4M243.3K
0.5%
−7.4%
Reduced · −20K sh
47Servicenow Inc
COM
$28.1M283.1K
0.5%
−9.7%
Reduced · −30K sh
48T-Mobile US Inc
COM
$26.8M160.0K
0.5%
−16%
Reduced · −31K sh
49Five Below Inc
COM
$24.6M137.0K
0.4%
+7.6%
Added · +10K sh
50Lowes Cos Inc
COM
$24.5M111.1K
0.4%
−2.4%
Reduced · −3K sh
Showing 50 of 628 positions

Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 15, 2026742$5.7B13F-HR
Q1 2026Mar 31, 2026Apr 10, 2026682$5.3B13F-HR
Q4 2025Dec 31, 2025Jan 21, 2026729$5.5B13F-HR
Q3 2025Sep 30, 2025Oct 28, 2025775$4.6B13F-HR
Q2 2025Jun 30, 2025Aug 12, 2025674$4.5B13F-HR
Q1 2025Mar 31, 2025May 14, 2025367$4.0B13F-HR/A
Q4 2024Dec 31, 2024Jan 23, 2025369$4.0B13F-HR
Q3 2024Sep 30, 2024Oct 8, 2024376$4.1B13F-HR
Q2 2024Jun 30, 2024Jul 12, 2024378$4.0B13F-HR
Q1 2024Mar 31, 2024Apr 16, 2024309$3.9B13F-HR
Q4 2023Dec 31, 2023Jan 8, 2024335$3.6B13F-HR
Q3 2023Sep 30, 2023Oct 10, 2023313$3.4B13F-HR
Q2 2023Jun 30, 2023Jul 12, 2023305$3.7B13F-HR
Q1 2023Mar 31, 2023Apr 13, 2023297$3.5B13F-HR
Q4 2022Dec 31, 2022Jan 18, 2023311$3.4B13F-HR
Q3 2022Sep 30, 2022Oct 20, 2022372$3.2B13F-HR
Q2 2022Jun 30, 2022Jul 12, 2022375$3.2B13F-HR
Q1 2022Mar 31, 2022Apr 25, 2022419$3.6B13F-HR
Q4 2021Dec 31, 2021Jan 26, 2022507$3.7B13F-HR
Q3 2021Sep 30, 2021Oct 26, 2021499$3.4B13F-HR
Q2 2021Jun 30, 2021Jul 19, 2021399$3.4B13F-HR
Q1 2021Mar 31, 2021Apr 16, 2021363$3.1B13F-HR
Q4 2020Dec 31, 2020Feb 3, 2021345$2.9B13F-HR
Amended / restated
  • Q1 2025 · filed Apr 22, 202513F-HR · superseded

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. Price-derived performance is withheld until the price-source policy and freshness gate are green.