Arkolith/Funds/Dahring | Cusmano LLC

Dahring | Cusmano LLC

CIK 2053669
Holdings as of Jun 30, 2026·disclosed Jul 28, 2026·~28-day 13F lag·13F-HR
Active Filer

Dahring | Cusmano LLC holds a focused book of 62 reported positions worth $189.6M as of Q2 2026 (disclosed Jul 28, 2026, a ~28-day 13F lag). This quarter they opened Ishares Morningstar Small-Ca and trimmed T Rowe Price US Eqy Research. Their largest long position is Pimco Multisector Bond Actv at 11% of the reported non-option book. Cloning the disclosed picks since 2025 would be +23% (+13.5%/yr). That is a simulation of the disclosed long book, not audited returns.

Growth of $10,000: cloning the disclosed book

If you'd copied them
+22.9%
+13.5%/yr · since Feb '25
Their reported book
+20.2%
held from quarter-end
S&P 500
+28.5%
same window
$8K$10K$11K$12K$13KFeb '25May '25Sep '25Jan '26May '26Sep '26
Dahring | Cusmano LLC (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 2.7 points over this window.

Growth of $10,000 cloning Dahring | Cusmano LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~28 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.

How much sits in the biggest positions

Top-heavy: focused book

Top 5 holdings
43%
Top 10 holdings
65%
Top 20 holdings
84%

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

Where the money is, by sector

5% mapped to company sectors

ETFs / funds
83%
No sector on file yet
12%
Financials
2%
Information Technology
1%

+6 sectors below the cut, 2% together

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 (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Dahring | Cusmano LLC

Manager / fundShared namesTheir $ in those
Hoffman, Alan N Investment Management7 / 62$154.2M
Ketron Financial11 / 62$213.6M
Independent Investors Inc8 / 62$336.8M
Hoey Investments, Inc22 / 62$497.2M
Koesten, Hirschmann & Crabtree, INC.8 / 62$153.3M
Private Capital Advisors, Inc.8 / 62$720.3M
Ebert Capital Management Inc.9 / 62$63.9M
Skandinaviska Enskilda Banken AB (publ)6 / 62$1.6B

Ranked by the share of each fund's own book sitting in the names it shares with Dahring | Cusmano 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 position's share of the portfolio. Click a row for its position history.

62 positions
#SecurityValueShares% PortLast moveHistory
1Pimco ETF TR
MULTISECTOR BD
$20.0M755.1K
10.6%
+5.0%
Added · +36K sh
2Fidelity Covington Trust
FUN LAR COR ETF
$18.0M305.0K
9.5%
+2.8%
Added · +8K sh
3Schwab Strategic TR
US LCAP GR ETF
$15.8M468.1K
8.4%
+1.4%
Added · +7K sh
4Fidelity Covington Trust
ENHANCED SML CAP
$15.4M319.0K
8.1%
+4.0%
Added · +12K sh
5Vanguard Malvern FDS
MULTI SECTOR
$11.5M223.9K
6.1%
+17%
Added · +32K sh
6Schwab Strategic TR
HIGH YIEL BD ETF
$10.0M383.1K
5.3%
+11%
Added · +37K sh
7Fidelity Covington Trust
ENHANCED INTL
$9.4M235.3K
5.0%
+5.1%
Added · +12K sh
8Capital Group Dividend Value
SHS CREAT UNIT
$8.8M178.6K
4.6%
+11%
Added · +18K sh
9Fidelity Covington Trust
BLUE CHIP GRWTH
$8.7M140.4K
4.6%
+2.7%
Added · +4K sh
10Pimco Equity Ser
RAFI DYN EMERG
$6.2M221.1K
3.3%
+8.6%
Added · +18K sh
11Fidelity Covington Trust
MSCI INFO TECH I
$4.7M16.4K
2.5%
+1.8%
Added · +297 sh
12Fidelity Covington Trust
HIGH DIVID ETF
$4.5M75.1K
2.4%
+14%
Added · +9K sh
13T Rowe Price Exchange-Traded
US EQUI RESH ETF
$3.8M80.5K
2.0%
−0.4%
Reduced · −343 sh
14Invesco Exchange Traded FD T
S&P MDCP QUALITY
$3.7M33.2K
2.0%
−8.7%
Reduced · −3K sh
15Capital Group Core Balanced
SHS
$3.6M95.0K
1.9%
+8.9%
Added · +8K sh
16Vanguard Index FDS
LARGE CAP ETF
$3.6M10.5K
1.9%
−0.7%
Reduced · −75 sh
17Ishares Gold TR
ISHARES NEW
$3.4M45.6K
1.8%
−2.3%
Reduced · −1K sh
18Fidelity Merrimack STR TR
TOTAL BD ETF
$2.9M63.6K
1.5%
−22%
Reduced · −18K sh
19Schwab Strategic TR
FUNDAMENTAL INTL
$2.9M54.4K
1.5%
+10%
Added · +5K sh
20Vanguard Malvern FDS
CORE-PLUS BD ETF
$2.7M35.2K
1.4%
+48%
Added · +11K sh
21T Rowe Price Exchange-Traded
ULTRA SHRT TRM
$2.7M54.3K
1.4%
+5.5%
Added · +3K sh
22Fidelity Covington Trust
FUN SMA MID ETF
$2.6M67.7K
1.4%
+21%
Added · +12K sh
23Vanguard World FD
HEALTH CAR ETF
$2.2M7.3K
1.2%
+5.7%
Added · +395 sh
24Janus Detroit STR TR
HENDRSON AAA CL
$1.9M37.1K
1.0%
+13%
Added · +4K sh
25T Rowe Price Exchange-Traded
SMALL MID CAP
$1.8M41.6K
1.0%
−2.8%
Reduced · −1K sh
26T Rowe Price Exchange-Traded
FINANCIALS ETF
$1.1M38.8K
0.6%
+13%
Added · +4K sh
27Vanguard Index FDS
SML CP GRW ETF
$1.0M2.9K
0.6%
−0.1%
Reduced · −3 sh
28SPDR Series Trust
ST STR P500GRW
$997K8.4K
0.5%
−6.7%
Reduced · −600 sh
29Pimco ETF TR
MUNI INCOME OPP
$973K21.3K
0.5%
+21%
Added · +4K sh
30Vanguard World FD
ENERGY ETF
$853K5.7K
0.4%
+13%
Added · +642 sh
31T Rowe Price Exchange-Traded
CAP APPRECIATION
$807K19.6K
0.4%
−3.5%
Reduced · −717 sh
32Apple Inc
COM
$725K2.5K
0.4%
+18%
Added · +374 sh
33T Rowe Price Exchange-Traded
FLOATING RATE
$720K14.3K
0.4%
+13%
Added · +2K sh
34Microsoft Corp
COM
$689K1.8K
0.4%
−5.4%
Reduced · −106 sh
35Eli Lilly & Co
COM
$684K571
0.4%
+80%
Added · +253 sh
36Vanguard Specialized Funds
DIV APP ETF
$673K2.8K
0.4%
+0.4%
Added · +12 sh
37Schwab Strategic TR
FUNDAMENTAL US L
$619K19.9K
0.3%
−1.6%
Reduced · −317 sh
38Fidelity Covington Trust
EMERG MKTS MLTFT
$555K15.3K
0.3%
−2.8%
Reduced · −438 sh
39Vanguard Index FDS
SMALL CP ETF
$535K1.8K
0.3%
+0.3%
Added · +5 sh
40Litman Gregory FDS TR
IMGP DBI MAN ETF
$511K16.7K
0.3%
+24%
Added · +3K sh
41Pimco ETF TR
COMMODITY STRAT
$495K16.1K
0.3%
+26%
Added · +3K sh
42Vanguard Whitehall FDS
HIGH DIV YLD
$495K3.1K
0.3%
−0.3%
Reduced · −10 sh
43Vanguard World FD
MEGA GRWTH IND
$448K5.1K
0.2%
+366%
Added · +4K sh
44Ishares TR
RUS 1000 GRW ETF
$448K3.6K
0.2%
+301%
Added · +3K sh
45Franklin Templeton ETF TR
SYSTMTC STYL PRE
$423K15.3K
0.2%
+27%
Added · +3K sh
46Dte Energy Co
COM
$410K2.7K
0.2%
+32%
Added · +654 sh
47SPDR Gold TR
GOLD SHS
$384K1.0K
0.2%
Held
48Amazon Com Inc
COM
$363K1.5K
0.2%
−4.4%
Reduced · −70 sh
49Wec Energy Group Inc
COM
$357K3.1K
0.2%
+0.8%
Added · +26 sh
50Nvidia Corporation
COM
$341K1.7K
0.2%
+16%
Added · +233 sh
Showing 50 of 62 positions
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Filing history

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

$189.6M · Q2 2026Q4 2024 · $110.3MQ2 2026 · $189.6M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Jul 28, 202628d62$189.6M13F-HR
Q1 2026Mar 31, 2026May 5, 202635d58$162.7M13F-HR
Q4 2025Dec 31, 2025Feb 5, 202636d49$143.8M13F-HR
Q3 2025Sep 30, 2025Nov 7, 202538d53$138.4M13F-HR
Q2 2025Jun 30, 2025Aug 5, 202536d55$128.3M13F-HR
Q1 2025Mar 31, 2025May 5, 202535d55$116.1M13F-HR
Q4 2024Dec 31, 2024Feb 3, 202534d61$110.3M13F-HR

Data source

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.