Arkolith/Funds/DLK Investment Management, LLC

DLK Investment Management, LLC

CIK 2016793
Holdings as of Jun 30, 2026·disclosed Jul 14, 2026·~14-day 13F lag·13F-HR
Active Filer

DLK Investment Management, LLC holds a diversified book of 96 stocks worth $235.2M as of Q2 2026 (disclosed Jul 14, 2026, a ~45-day 13F lag). This quarter they opened SS SPDR P ST C Corp ETF and trimmed Microsoft Corp. Their largest long position is Microsoft Corp at 6% of the equity book.

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Use Arkolith to show DLK Investment Management, LLC's latest
holdings, largest changes, and filing provenance.
Opened
34
new positions
Added to
28
existing
Trimmed
32
reduced
Sold out
30
exited

Concentration

Top-heavy: diversified book

Top 5 holdings
25%
Top 10 holdings
41%
Top 20 holdings
65%

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

Direct sector allocation

92% mapped to company sectors

Information Technology
26%
Health Care
16%
Consumer Discretionary
16%
Financials
12%
ETF / fund or unclassified
8%
Industrials
8%
Consumer Staples
5%
Utilities
4%

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.

96 positions
#SecurityValueShares% PortLast moveHistory
1Microsoft Corp
COM
$15.2M34.0K
6.5%
−3.2%
Reduced · −1K sh
2Apple Inc
COM
$15.1M71.6K
6.4%
+15%
Added · +9K sh
3Alphabet Inc
CAP STK CL C
$12.1M65.9K
5.1%
+62%
Added · +25K sh
4SPDR Series Trust
ST SHOR CORP ETF
$8.9M300.3K
3.8%
New
New position
5Visa Inc
COM CL A
$8.4M31.9K
3.6%
+2.5%
Added · +782 sh
6Costco Wholesale Corporation
COM
$8.2M9.7K
3.5%
+2.4%
Added · +225 sh
7JPMorgan Chase & Co
COM
$7.7M37.9K
3.3%
+25%
Added · +8K sh
8Waste Mgmt Inc Del
COM
$7.1M33.4K
3.0%
+0.1%
Added · +18 sh
9Intercontinental Exchange In
COM
$6.9M50.6K
2.9%
+2.8%
Added · +1K sh
10Walmart Inc
COM
$6.8M100.0K
2.9%
+82%
Added · +45K sh
11RTX Corporation
COM
$6.0M59.9K
2.6%
+28%
Added · +13K sh
12Amgen Inc
COM
$6.0M19.1K
2.5%
−6.2%
Reduced · −1K sh
13Pepsico Inc
COM
$5.9M36.0K
2.5%
+0.9%
Added · +326 sh
14Unitedhealth Group Inc
COM
$5.7M11.3K
2.4%
New
New position
15Adobe Inc
COM
$5.5M9.9K
2.3%
−61%
Reduced · −15K sh
16Illinois Tool WKS Inc
COM
$5.5M23.1K
2.3%
−8.3%
Reduced · −2K sh
17Danaher Corp Del
COM
$5.5M21.9K
2.3%
−18%
Reduced · −5K sh
18McCormick & Co Inc
COM NON VTG
$5.3M75.2K
2.3%
+4.8%
Added · +3K sh
19Home Depot Inc
COM
$5.1M14.8K
2.2%
−6.1%
Reduced · −958 sh
20Abbott Laboratories
COM
$5.0M48.3K
2.1%
−8.6%
Reduced · −5K sh
21Johnson & Johnson
COM
$4.8M33.0K
2.1%
+11%
Added · +3K sh
22Qualcomm Inc
COM
$4.7M23.7K
2.0%
−10%
Reduced · −3K sh
23Becton Dickinson & Co
COM
$4.4M18.7K
1.9%
−25%
Reduced · −6K sh
24Schwab Charles Corp
COM
$4.2M57.2K
1.8%
+1.7%
Added · +972 sh
25Medtronic PLC
SHS
$3.8M48.5K
1.6%
−13%
Reduced · −7K sh
26McDonalds Corp
COM
$3.8M14.9K
1.6%
−9.9%
Reduced · −2K sh
27Tesla Inc
COM
$3.7M18.9K
1.6%
+17%
Added · +3K sh
28SPDR Series Trust
ST INTER BD ETF
$3.7M112.3K
1.6%
New
New position
29Nike Inc
CL B
$3.6M47.6K
1.5%
New
New position
30Linde PLC
SHS
$3.4M7.7K
1.4%
−12%
Reduced · −1K sh
31Cisco Sys Inc
COM
$3.2M66.7K
1.3%
+4.7%
Added · +3K sh
32Target Corp
COM
$3.1M21.1K
1.3%
New
New position
33Disney Walt Co
COM
$3.1M31.1K
1.3%
New
New position
34Deere & Co
COM
$2.9M7.9K
1.2%
−5.9%
Reduced · −494 sh
35Accenture PLC Ireland
SHS CLASS A
$2.8M9.1K
1.2%
New
New position
36Amazon Com Inc
COM
$2.8M14.2K
1.2%
−50%
Reduced · −15K sh
37Texas Instrs Inc
COM
$2.7M13.7K
1.1%
−16%
Reduced · −3K sh
38Netflix Inc.
COM
$1.6M2.4K
0.7%
−89%
Reduced · −19K sh
39Sempra
COM
$1.2M16.0K
0.5%
+18%
Added · +2K sh
40Vanguard World FD
INF TECH ETF
$1.2M2.0K
0.5%
New
New position
41Meta Platforms Inc
CL A
$973K1.9K
0.4%
−75%
Reduced · −6K sh
42Ge Aerospace
COM NEW
$951K6.0K
0.4%
+35%
Added · +2K sh
43Nvidia Corporation
COM
$812K6.6K
0.3%
−80%
Reduced · −27K sh
44Select Sector SPDR TR
ST STR CARE ETF
$766K5.3K
0.3%
New
New position
45Vanguard Index FDS
GROWTH ETF
$764K2.0K
0.3%
New
New position
46Snap Inc
CL A
$754K45.4K
0.3%
+3.1%
Added · +1K sh
47Quest Diagnostics Inc
COM
$718K5.2K
0.3%
Held
48Alphabet Inc
CAP STK CL A
$699K3.8K
0.3%
+28%
Added · +849 sh
49Ishares TR
MSCI USA QLT FCT
$673K3.9K
0.3%
New
New position
50SPDR Series Trust
ST STR PR SP1500
$661K10.0K
0.3%
New
New position
Showing 50 of 96 positions

Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 14, 202696$235.2M13F-HR
Q1 2026Mar 31, 2026Apr 15, 202692$252.9M13F-HR
Q4 2025Dec 31, 2025Jan 14, 202688$268.7M13F-HR
Q3 2025Sep 30, 2025Oct 14, 202590$265.5M13F-HR
Q2 2025Jun 30, 2025Jul 9, 202590$264.6M13F-HR
Q1 2025Mar 31, 2025Apr 23, 202587$238.9M13F-HR
Q4 2024Dec 31, 2024Jan 16, 202589$239.2M13F-HR
Q3 2024Sep 30, 2024Oct 9, 2024113$261.0M13F-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.