DC Investments Management, LLC holds a concentrated book of 55 stocks worth $293.3M as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter they opened Tyler Technologies Inc and trimmed Vanguard Tot World STK ETF. Their largest long position is Vanguard Tot World STK ETF at 47% of the equity book.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
46% mapped to company sectors
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.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as DC Investments Management, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 80 / 55 | $635.0B |
| MORGAN STANLEY | 80 / 55 | $149.9B |
| UBS Group AG | 80 / 55 | $44.6B |
| ROYAL BANK OF CANADA | 80 / 55 | $41.9B |
| FMR LLC | 79 / 55 | $194.5B |
| JPMORGAN CHASE & CO | 79 / 55 | $127.7B |
| BANK OF AMERICA CORP /DE/ | 79 / 55 | $86.1B |
| NORTHERN TRUST CORP | 79 / 55 | $81.7B |
Ranked by the share of each fund's own book sitting in the names it shares with DC Investments 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.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Intl Equity Index F TT WRLD ST ETF | $137.7M | 877.4K | 47.0% | ▼−0.9% Reduced · −8K sh | |
| 2 | State STR SPDR S&P Midcap 40 UTSER1 S&PDCRP | $21.6M | 30.7K | 7.4% | —Held | |
| 3 | ASML Hldg NV N Y REGISTRY SHS | $17.5M | 8.8K | 6.0% | —Held | |
| 4 | Unitedhealth Group Inc COM | $6.9M | 16.7K | 2.4% | —Held | |
| 5 | Intuit COM | $5.7M | 21.8K | 1.9% | ▲+122% Added · +12K sh | |
| 6 | Moderna Inc COM | $4.8M | 68.6K | 1.6% | —Held | |
| 7 | Gulfport Energy Corp COMMON SHARES | $4.5M | 26.5K | 1.5% | ▲+50% Added · +9K sh | |
| 8 | Antero Resources Corp COM | $4.5M | 127.3K | 1.5% | ▲+52% Added · +43K sh | |
| 9 | Mercadolibre Inc COM | $4.0M | 2.3K | 1.4% | —Held | |
| 10 | Tyler Technologies Inc COM | $3.8M | 13.0K | 1.3% | ▲New New position | |
| 11 | Piedmont Realty Trust Inc COM CL A | $3.7M | 405.5K | 1.3% | ▼−46% Reduced · −339K sh | |
| 12 | Uber Technologies Inc COM | $3.7M | 50.8K | 1.3% | —Held | |
| 13 | Devon Energy Corp New COM | $3.6M | 88.3K | 1.2% | ▲+100% Added · +44K sh | |
| 14 | Meta Platforms Inc CL A | $3.4M | 6.0K | 1.1% | —Held | |
| 15 | Expand Energy Corporation COM | $3.1M | 33.9K | 1.1% | —Held | |
| 16 | Eqt Corp COM | $3.0M | 56.4K | 1.0% | —Held | |
| 17 | Sunbelt Rentals Holdings Inc SHS | $2.5M | 33.4K | 0.9% | ▲New New position | |
| 18 | American Elec PWR Co Inc COM | $2.5M | 18.2K | 0.9% | —Held | |
| 19 | Toast Inc CL A | $2.5M | 88.5K | 0.8% | ▲New New position | |
| 20 | Evergy Inc COM | $2.4M | 27.9K | 0.8% | —Held | |
| 21 | Northwestern Energy Group In COM NEW | $2.4M | 33.0K | 0.8% | —Held | |
| 22 | Nisource Inc COM | $2.2M | 47.0K | 0.8% | —Held | |
| 23 | Black Hills Corp COM | $2.2M | 29.9K | 0.8% | —Held | |
| 24 | Eversource Energy COM | $2.2M | 30.5K | 0.8% | —Held | |
| 25 | Sea Ltd SPONSORD ADS | $2.2M | 22.9K | 0.7% | ▲New New position | |
| 26 | Digitalocean Hldgs Inc COM | $2.2M | 13.9K | 0.7% | —Held | |
| 27 | Ameren Corp COM | $2.1M | 19.0K | 0.7% | —Held | |
| 28 | Atmos Energy Corp COM | $2.1M | 12.4K | 0.7% | —Held | |
| 29 | Portland Gen Elec Co COM NEW | $2.1M | 40.8K | 0.7% | —Held | |
| 30 | Exelon Corp COM | $2.1M | 44.2K | 0.7% | —Held | |
| 31 | Consolidated Edison Inc COM | $2.1M | 18.5K | 0.7% | —Held | |
| 32 | Oge Energy Corp COM | $2.0M | 41.5K | 0.7% | —Held | |
| 33 | Permian Resources Corp CLASS A COM | $2.0M | 106.6K | 0.7% | —Held | |
| 34 | PPL Corp COM | $1.9M | 53.5K | 0.7% | —Held | |
| 35 | Range Res Corp COM | $1.8M | 48.4K | 0.6% | —Held | |
| 36 | CNX Res Corp COM | $1.8M | 53.0K | 0.6% | —Held | |
| 37 | Skyward Specialty Ins Group COM | $1.7M | 30.0K | 0.6% | —Held | |
| 38 | Unitil Corp COM | $1.7M | 32.9K | 0.6% | —Held | |
| 39 | American Financial Group Inc COM | $1.5M | 10.7K | 0.5% | —Held | |
| 40 | Palomar Hldgs Inc COM | $1.5M | 11.5K | 0.5% | —Held | |
| 41 | Berkley W R Corp COM | $1.4M | 20.0K | 0.5% | —Held | |
| 42 | Old Rep Intl Corp COM | $1.4M | 33.4K | 0.5% | —Held | |
| 43 | Rli Corp COM | $1.4M | 23.0K | 0.5% | —Held | |
| 44 | Crowdstrike Hldgs Inc CL A | $1.3M | 1.7K | 0.4% | —Held | |
| 45 | Kinsale Cap Group Inc COM | $1.2M | 3.7K | 0.4% | —Held | |
| 46 | Palo Alto Networks Inc COM | $1.2M | 3.5K | 0.4% | —Held | |
| 47 | Gogo Inc COM | $1.2M | 385.1K | 0.4% | —Held | |
| 48 | Twilio Inc CL A | $913K | 4.4K | 0.3% | —Held | |
| 49 | Unity Software Inc COM | $579K | 20.3K | 0.2% | —Held | |
| 50 | Zoom Communications Inc CL A | $488K | 5.7K | 0.2% | —Held |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1565951/holdings"
Use Arkolith to show DC Investments Management, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
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.