Arkolith/Funds/Diesslin Group, Inc.

Diesslin Group, Inc.

CIK 2108559
Holdings as of Jun 30, 2026·disclosed Jul 2, 2026·~2-day 13F lag·13F-HR
Active Filer

Diesslin Group, Inc. holds a concentrated book of 59 stocks worth $259.2M as of Q2 2026 (disclosed Jul 2, 2026, a ~45-day 13F lag). This quarter they opened Vanguard Value ETF and trimmed Berkshire Hathaway Inc-CL B. Their largest long position is Vanguard Value ETF at 17% of the equity book.

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holdings, largest changes, and filing provenance.
Opened
10
new positions
Added to
21
existing
Trimmed
13
reduced
Sold out
3
exited

Concentration

Top-heavy: concentrated book

Top 5 holdings
69%
Top 10 holdings
89%
Top 20 holdings
94%

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

Direct sector allocation

24% mapped to company sectors

ETF / fund or unclassified
76%
Financials
15%
Information Technology
3%
Consumer Discretionary
2%
Industrials
1%
Health Care
1%
Energy
0%
Consumer Staples
0%

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.

59 positions
#SecurityValueShares% PortLast moveHistory
1Vanguard Index FDS
VALUE ETF
$42.9M197.0K
16.6%
New
New position
2Invesco QQQ TR
UNIT SER 1
$38.8M52.7K
15.0%
+14%
Added · +7K sh
3Berkshire Hathaway Inc Del
CL B NEW
$34.2M68.3K
13.2%
−44%
Reduced · −53K sh
4Ishares TR
RUSEL 2500 ETF
$32.2M351.0K
12.4%
+21%
Added · +60K sh
5Vanguard Index FDS
MCAP VL IDXVIP
$30.7M155.6K
11.9%
+25%
Added · +31K sh
6Janus Detroit STR TR
HENDRSON AAA CL
$29.9M592.7K
11.5%
−7.1%
Reduced · −45K sh
7Invesco Exchange Traded FD T
S&P500 EQL WGT
$9.5M44.6K
3.7%
−1.2%
Reduced · −563 sh
8Apple Inc
COM
$4.3M15.0K
1.7%
+1.2%
Added · +181 sh
9Walmart Inc
COM
$3.9M34.0K
1.5%
+0.3%
Added · +92 sh
10Vanguard Index FDS
TOTAL STK MKT
$3.0M8.1K
1.2%
+4.8%
Added · +370 sh
11State STR SPDR S&P 500 ETF T
TR UNIT
$2.5M3.3K
1.0%
−0.3%
Reduced · −9 sh
12Plains GP Hldgs L P
LTD PARTNR INT A
$2.0M82.8K
0.8%
+0.8%
Added · +664 sh
13Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$1.5M21.0K
0.6%
−6.2%
Reduced · −1K sh
14Berkshire Hathaway Inc Del
CL A
$1.5M2
0.6%
−33%
Reduced · −1 sh
15Sprott Asset Management LP
PHYSICAL GOLD TR
$1.2M39.6K
0.5%
Held
16Microsoft Corp
COM
$1.1M2.9K
0.4%
−0.7%
Reduced · −22 sh
17Azz Inc
COM
$1.1M7.0K
0.4%
Held
18Johnson & Johnson
COM
$1.1M4.2K
0.4%
−9.4%
Reduced · −440 sh
19Pepsico Inc
COM
$948K7.0K
0.4%
Held
20Amazon Com Inc
COM
$878K3.7K
0.3%
+0.7%
Added · +26 sh
21Novartis AG
SPONSORED ADR
$852K5.4K
0.3%
Held
22Ishares Gold TR
ISHARES NEW
$823K10.9K
0.3%
+26%
Added · +2K sh
23Hancock John Tax-Advantaged
COM
$779K30.6K
0.3%
+0.2%
Added · +67 sh
24Vanguard Index FDS
REAL ESTATE ETF
$749K7.8K
0.3%
+17%
Added · +1K sh
25SPDR Gold TR
GOLD SHS
$721K2.0K
0.3%
−17%
Reduced · −403 sh
26Marvell Technology Inc
COM
$701K2.4K
0.3%
Held
27Nvidia Corporation
COM
$664K3.3K
0.3%
+14%
Added · +401 sh
28Exxon Mobil Corp
COM
$657K4.8K
0.3%
+1.7%
Added · +80 sh
29Cullen Frost Bankers Inc
COM
$572K3.7K
0.2%
Held
30Vaneck ETF Trust
PREFERRED SECURT
$553K31.0K
0.2%
+56%
Added · +11K sh
31Union Pac Corp
COM
$533K2.0K
0.2%
Held
32Vanguard Charlotte FDS
TOTAL INT BD ETF
$520K10.7K
0.2%
+14%
Added · +1K sh
33Valued Advisers TR
REGAN FLTG RATE
$516K20.1K
0.2%
+0.1%
Added · +12 sh
34State STR SPDR S&P Midcap 40
UTSER1 S&PDCRP
$506K720
0.2%
−1.4%
Reduced · −10 sh
35Alphabet Inc
CAP STK CL A
$450K1.3K
0.2%
+17%
Added · +186 sh
36Janus Detroit STR TR
HENDERSON SECURI
$384K7.5K
0.1%
−4.1%
Reduced · −323 sh
37Vanguard World FD
ENERGY ETF
$384K2.6K
0.1%
−12%
Reduced · −346 sh
38Wells Fargo & Co
COM
$383K4.6K
0.1%
Held
39Yum Brands Inc
COM
$381K2.4K
0.1%
Held
40Dimensional ETF Trust
US CORE EQUITY 2
$373K8.4K
0.1%
Held
41Alphabet Inc
CAP STK CL C
$371K1.1K
0.1%
−0.9%
Reduced · −10 sh
42Invesco Exchange Traded FD T
RAFI US 1000 ETF
$351K6.5K
0.1%
New
New position
43ConocoPhillips
COM
$345K3.3K
0.1%
+0.9%
Added · +29 sh
44Intel Corp
COM
$309K2.2K
0.1%
New
New position
45Advisor Managed Portfolios
REGAN FIXED RATE
$298K10.9K
0.1%
+20%
Added · +2K sh
46Advanced Micro Devices Inc
COM
$297K511
0.1%
New
New position
47Agilent Technologies Inc
COM
$287K2.2K
0.1%
Held
48Astera Labs Inc
COM
$252K521
0.1%
New
New position
49Tesla Inc
COM
$246K585
0.1%
+5.6%
Added · +31 sh
50SPDR Series Trust
STATE STREET SPD
$227K1.5K
0.1%
New
New position
Showing 50 of 59 positions

Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 2, 202659$259.2M13F-HR
Q1 2026Mar 31, 2026Apr 21, 202653$222.0M13F-HR
Q4 2025Dec 31, 2025Feb 25, 202654$251.6M13F-HR

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.