Arkolith/Funds/Dakota Community Bank & Trust NA

Dakota Community Bank & Trust NA

CIK 1950556Bank / broker
Holdings as of Jun 30, 2026·disclosed Jul 15, 2026·~15-day 13F lag·13F-HR
Active Filer

Dakota Community Bank & Trust NA holds a focused book of 103 reported positions worth $32.3M as of Q2 2026 (disclosed Jul 15, 2026, a ~15-day 13F lag). This quarter Honeywell Aerospace Inc first appears in 13F filings, a listing rather than a purchase; they opened Micron Technology Inc and trimmed Tesla Inc. Their largest long position is Tesla Inc at 16% of the reported non-option book. Cloning the disclosed picks since 2022 would be +59% (+12.8%/yr). That is a simulation of the disclosed long book, not audited returns.

Dakota Community Bank & Trust NA files as a bank or broker: much of this book is custody and client positions, not a proprietary portfolio.

Opened
9
bought for the first time
+6 more · largest first
1 newly reportable · first quarter we see the security in 13F filings, a listing not a purchase
Added to
15
already held, bought more
+12 more · largest first
Trimmed
46
sold some, still holds it
+43 more · largest first
Sold out
2
exited the position entirely

Growth of $10,000: cloning the disclosed book

If you'd copied them
+58.5%
+12.8%/yr · since Nov '22
Their reported book
+80.4%
held from quarter-end
S&P 500
+102.7%
same window
$10K$12K$15K$18K$20KNov '22Aug '23May '24Mar '25Dec '25Sep '26
Dakota Community Bank & Trust NA (copied at disclosure) S&P 500

The reported book (valued from quarter-end) returned +80.4%, a 21.9-point gap that is the cost of the ~15-day 13F disclosure lag a real follower can't avoid.

Growth of $10,000 cloning Dakota Community Bank & Trust NA's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~15 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
31%
Top 10 holdings
44%
Top 20 holdings
60%

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

94% mapped to company sectors

Consumer Discretionary
25%
Information Technology
21%
Financials
12%
Industrials
10%
Health Care
8%
ETFs / funds
6%
Utilities
5%
Materials
5%

+5 sectors below the cut, 9% 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
Newly reportable· first quarter we see the security in 13F filings · position value, not a trade

Funds with the most overlap

Other tracked managers holding the same core names as Dakota Community Bank & Trust NA

Manager / fundShared namesTheir $ in those
Innovator Capital Management, LLC8 / 80$2.9B
Graticule Asia Macro Advisors LLC12 / 80$1.3B
Prospect Hill Management, LLC8 / 80$237.2M
Greenbrier Partners Capital Management, LLC8 / 80$1.2B
Outlook Capital Management, LLC19 / 80$274.0M
Draper Asset Management, LLC8 / 80$170.5M
Ardent Capital Management, Inc.18 / 80$206.0M
United American Securities Inc. (d/b/a UAS Asset Management)9 / 80$393.3M

Ranked by the share of each fund's own book sitting in the names it shares with Dakota Community Bank & Trust NA: 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.

103 positions
#SecurityValueShares% PortLast moveHistory
1Tesla Motors Inc
COM
$5.1M12.2K
15.9%
−0.1%
Reduced · −8 sh
2Vanguard 500 Index Fund S&P ETF
S&P 500 ETF SHS
$1.4M2.0K
4.3%
Held
3Nvidia Corp
COM
$1.3M6.3K
3.9%
~0%
Reduced · −1 sh
4Microsoft Corp
COM
$1.2M3.2K
3.7%
+1.1%
Added · +35 sh
5Amazon.Com Inc
COM
$959K4.0K
3.0%
+0.1%
Added · +6 sh
6Broadcom Inc
COM
$929K2.5K
2.9%
+0.3%
Added · +7 sh
7JPMorgan Chase & Co
COM
$920K2.8K
2.9%
+3.8%
Added · +104 sh
8Alphabet Inc Cap Stk Cl A
CAP STK CL A
$886K2.5K
2.7%
−2.9%
Reduced · −74 sh
9Apple Inc
COM
$828K2.9K
2.6%
−0.1%
Reduced · −2 sh
10Abbvie Inc
COM
$701K2.8K
2.2%
−0.3%
Reduced · −9 sh
11Cisco Systems Inc
COM
$660K5.6K
2.0%
−4.2%
Reduced · −247 sh
12Corning Inc
COM
$647K2.5K
2.0%
−7.1%
Reduced · −194 sh
13Caterpillar Inc
COM
$593K557
1.8%
−2.8%
Reduced · −16 sh
14Exxon Mobil Corp
COM
$562K4.1K
1.7%
−2.4%
Reduced · −100 sh
15Union Pac Corp
COM
$561K2.1K
1.7%
~0%
Reduced · −1 sh
16Williams Co Inc
COM
$538K7.2K
1.7%
−1.6%
Reduced · −120 sh
17Merck & Co Inc
COM
$474K3.7K
1.5%
−3.8%
Reduced · −147 sh
18Ameriprise Financial Inc
COM
$449K978
1.4%
+1.0%
Added · +10 sh
19Philip Morris Intl Inc
COM
$391K2.2K
1.2%
Held
20Meta Platforms Inc
CL A
$364K646
1.1%
+1.9%
Added · +12 sh
21Johnson & Johnson
COM
$363K1.4K
1.1%
−5.8%
Reduced · −88 sh
22Digital Rlty Tr Inc
COM
$353K2.0K
1.1%
−1.4%
Reduced · −29 sh
23McDonalds Corp
COM
$334K1.2K
1.0%
+1.1%
Added · +14 sh
24Procter & Gamble Co
COM
$330K2.3K
1.0%
+0.8%
Added · +18 sh
25Wal-Mart Stores Inc
COM
$330K2.9K
1.0%
Held
26Qualcomm Inc
COM
$327K1.8K
1.0%
−3.6%
Reduced · −67 sh
27Novartis ADR
SPONSORED ADR
$326K2.1K
1.0%
−0.4%
Reduced · −9 sh
28Nextera Energy Inc
COM
$320K3.6K
1.0%
−1.4%
Reduced · −52 sh
29Home Depot Inc
COM
$320K908
1.0%
+5.3%
Added · +46 sh
30Lockheed Martin Corp
COM
$317K623
1.0%
−3.0%
Reduced · −19 sh
31Prologis INC Reit
COM
$311K2.3K
1.0%
−0.4%
Reduced · −9 sh
32Pepsico Inc
COM
$306K2.3K
0.9%
+1.0%
Added · +22 sh
33Quest Diagnostics Inc
COM
$305K1.4K
0.9%
−0.4%
Reduced · −6 sh
34Starbucks Corp
COM
$297K2.9K
0.9%
Held
35Morgan Stanley
COM NEW
$285K1.4K
0.9%
−2.4%
Reduced · −34 sh
36Allstate Corp
COM
$281K1.2K
0.9%
Held
37Fifth Third Bancorp
COM
$279K5.0K
0.9%
−0.7%
Reduced · −35 sh
38RTX Corporation
COM
$278K1.5K
0.9%
Held
39Medtronic PLC
SHS
$270K3.5K
0.8%
Held
40TC Energy Corp
COM
$256K3.9K
0.8%
−0.7%
Reduced · −29 sh
41Verizon Communications Inc
COM
$253K6.0K
0.8%
−1.1%
Reduced · −65 sh
42Target Corp
COM
$250K1.9K
0.8%
−0.5%
Reduced · −10 sh
43Chevron Corp
COM
$245K1.5K
0.8%
−1.3%
Reduced · −20 sh
44Eaton Corp PLC Shs
SHS
$243K570
0.8%
−0.2%
Reduced · −1 sh
45Fidelity MSCI Information Technology Index ETF
MSCI INFO TECH I
$228K800
0.7%
Held
46Visa Inc
COM CL A
$227K661
0.7%
+2.0%
Added · +13 sh
47Berkshire Hathaway Inc
CL B NEW
$227K453
0.7%
+9.7%
Added · +40 sh
48Air Prods & Chems Inc
COM
$219K746
0.7%
−0.7%
Reduced · −5 sh
49Huntington Bancshares Inc
COM
$212K12.0K
0.7%
Held
50Costco Wholesale Corp
COM
$209K223
0.6%
−0.4%
Reduced · −1 sh
Showing 50 of 103 positions
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Filing history

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

$32.3M · Q2 2026Q3 2022 · $14.4MQ2 2026 · $32.3M

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

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Jul 15, 202615d103$32.3M13F-HR
Q1 2026Mar 31, 2026Jun 10, 202671d96$29.6M13F-HR
Q4 2025Dec 31, 2025Jan 26, 202626d101$29.1M13F-HR
Q3 2025Sep 30, 2025Oct 9, 20259d122$25.4M13F-HR
Q2 2025Jun 30, 2025Sep 23, 202585d103$22.3M13F-HR
Q1 2025Mar 31, 2025Apr 9, 20259d116$20.7M13F-HR
Q4 2024Dec 31, 2024Jan 15, 202515d106$21.0M13F-HR
Q3 2024Sep 30, 2024Oct 8, 20248d103$19.9M13F-HR
Q2 2024Jun 30, 2024Jul 16, 202416d104$18.6M13F-HR
Q1 2024Mar 31, 2024Apr 11, 202411d105$18.5M13F-HR
Q4 2023Dec 31, 2023Jan 10, 202410d122$17.8M13F-HR
Q3 2023Sep 30, 2023Nov 28, 202359d128$15.7M13F-HR
Q2 2023Jun 30, 2023Jul 10, 202310d136$17.0M13F-HR
Q1 2023Mar 31, 2023Apr 17, 202317d124$16.2M13F-HR
Q4 2022Dec 31, 2022Jan 10, 202310d131$17.6M13F-HR
Q3 2022Sep 30, 2022Nov 14, 202245d127$14.4M13F-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.