Arkolith/Funds/Ebert Capital Management Inc.

Ebert Capital Management Inc.

CIK 2102530
Holdings as of Jun 30, 2026·disclosed Jul 8, 2026·~8-day 13F lag·13F-HR
Active Filer

Ebert Capital Management Inc. holds a concentrated book of 28 stocks worth $106.6M as of Q2 2026 (disclosed Jul 8, 2026, a ~8-day 13F lag). This quarter they opened Space Exploration Techn Corp and trimmed Invesco QQQ Trust Series 1. Their largest long position is Nvidia Corp at 20% of the equity book.

Opened
3
bought for the first time
Added to
12
already held, bought more
Trimmed
9
sold some, still holds it
Sold out
1
exited the position entirely

Concentration

Top-heavy: concentrated book

Top 5 holdings
65%
Top 10 holdings
82%
Top 20 holdings
96%

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

Direct sector allocation

61% mapped to company sectors

ETF / fund or unclassified
39%
Information Technology
39%
Consumer Discretionary
9%
Financials
6%
Industrials
4%
Health Care
2%
Communication Services
2%

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 Ebert Capital Management Inc.

Manager / fundShared namesTheir $ in those
Blair William & Co29 / 28$11.8B
AssetMark, Inc29 / 28$6.9B
NewEdge Advisors, LLC29 / 28$6.3B
Kestra Advisory Services, LLC29 / 28$5.2B
Beacon Pointe Advisors, LLC29 / 28$3.3B
Integrated Wealth Concepts LLC29 / 28$2.5B
Envestnet Portfolio Solutions, Inc.29 / 28$1.6B
Vestmark Advisory Solutions, Inc.29 / 28$1.3B

Ranked by the share of each fund's own book sitting in the names it shares with Ebert Capital Management Inc.: 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 stock's share of the portfolio. Click a row for its position history.

28 positions
#SecurityValueShares% PortLast moveHistory
1Nvidia Corporation
COM
$21.5M107.6K
20.2%
+0.6%
Added · +686 sh
2Invesco QQQ TR
UNIT SER 1
$17.9M24.2K
16.8%
−2.3%
Reduced · −581 sh
3SPDR Series Trust
ST STR BLO 1 ETF
$16.0M175.1K
15.1%
−19%
Reduced · −41K sh
4Alphabet Inc
CAP STK CL A
$7.7M21.6K
7.2%
+0.8%
Added · +168 sh
5Microsoft Corp
COM
$5.8M15.4K
5.4%
+2.0%
Added · +304 sh
6Amazon Com Inc
COM
$5.4M22.5K
5.0%
+0.6%
Added · +142 sh
7Costco Wholesale Corporation
COM
$3.9M4.2K
3.7%
−0.5%
Reduced · −19 sh
8Fair Isaac Corp
COM
$3.9M3.3K
3.7%
+4.6%
Added · +143 sh
9Eli Lilly & Co
COM
$2.6M2.2K
2.5%
+4.2%
Added · +87 sh
10State STR SPDR S&P 500 ETF T
TR UNIT
$2.5M3.3K
2.3%
−8.7%
Reduced · −316 sh
11Visa Inc
COM CL A
$2.5M7.2K
2.3%
+2.7%
Added · +188 sh
12Ishares TR
EXPANDED TECH
$2.2M24.7K
2.1%
−9.8%
Reduced · −3K sh
13Apple Inc
COM
$2.0M7.0K
1.9%
−1.9%
Reduced · −139 sh
14Netflix Inc.
COM
$2.0M27.5K
1.8%
+10%
Added · +3K sh
15Meta Platforms Inc
CL A
$1.6M2.8K
1.5%
+35%
Added · +729 sh
16Broadcom Inc
COM
$1.5M4.0K
1.4%
+6.8%
Added · +255 sh
17Mastercard Incorporated
CL A
$1.5M2.9K
1.4%
+9.5%
Added · +254 sh
18Alphabet Inc
CAP STK CL C
$877K2.5K
0.8%
Held
19First TR Exchange-Traded FD
DJ INTERNT IDX
$741K2.8K
0.7%
−5.3%
Reduced · −156 sh
20S&P Global Inc
COM
$703K1.7K
0.7%
+11%
Added · +174 sh
21Space Exploration Techn Corp
CLASS A COM STK
$647K3.8K
0.6%
New
New position
22SPDR Series Trust
ST STR P500GRW
$604K5.1K
0.6%
Held
23John Hancock Exchange Traded
MLTFCTR LRG CAP
$535K6.0K
0.5%
Held
24Msci Inc
COM
$530K946
0.5%
−5.7%
Reduced · −57 sh
25SPDR Gold TR
GOLD SHS
$485K1.3K
0.5%
New
New position
26Servicenow Inc
COM
$397K4.0K
0.4%
−5.0%
Reduced · −210 sh
27Vaneck ETF Trust
SEMICONDUCTR ETF
$323K493
0.3%
New
New position
28Berkshire Hathaway Inc Del
CL B NEW
$283K566
0.3%
Held
Showing all 28 positions
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Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 8, 202628$106.6M13F-HR
Q1 2026Mar 31, 2026Apr 10, 202626$97.9M13F-HR
Q4 2025Dec 31, 2025Feb 4, 202625$103.4M13F-HR

Data source

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.