Arkolith/Funds/Enterprise Financial Services Corp

Enterprise Financial Services Corp

CIK 1025835
Holdings as of Jun 30, 2026·disclosed Aug 4, 2026·~35-day 13F lag·13F-HR
Active Filer

Enterprise Financial Services Corp holds a focused book of 184 stocks worth $244.9M as of Q2 2026 (disclosed Aug 4, 2026, a ~35-day 13F lag). This quarter they opened Dell Technologies -C and trimmed Microsoft Corp. Their largest long position is Enterprise Financial Service at 14% of the equity book. Cloning the disclosed picks since 2025 would be +13% (+16.1%/yr). That is a simulation of the disclosed long book, not audited returns.

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Use Arkolith to show ENTERPRISE FINANCIAL SERVICES CORP's latest
holdings, largest changes, and filing provenance.
Opened
30
new positions
Added to
96
existing
Trimmed
53
reduced
Sold out
13
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+12.8%
+16.1%/yr · since Oct '25
Their reported book
+12.2%
held from quarter-end
S&P 500
+16.6%
same window
$10K$10K$11K$11K$12KOct '25Dec '25Feb '26Apr '26Jun '26Aug '26
Enterprise Financial Services Corp (copied at disclosure) S&P 500

Growth of $10,000 cloning Enterprise Financial Services Corp's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~35 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.

Concentration

Top-heavy: focused book

Top 5 holdings
31%
Top 10 holdings
44%
Top 20 holdings
58%

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

Direct sector allocation

99% mapped to company sectors

Information Technology
37%
Financials
27%
Consumer Discretionary
9%
Health Care
7%
Industrials
7%
Consumer Staples
5%
Energy
2%
Utilities
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, 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.

184 positions
#SecurityValueShares% PortLast moveHistory
1Enterprise Finl Svcs Corp
COM
$33.7M512.0K
13.8%
+54%
Added · +179K sh
2Apple Inc
COM
$14.4M49.8K
5.9%
+3.4%
Added · +2K sh
3Microsoft Corp
COM
$10.0M26.8K
4.1%
−0.9%
Reduced · −241 sh
4Alphabet Inc
CAP STK CL A
$9.4M26.4K
3.9%
+4.5%
Added · +1K sh
5Pepsico Inc
COM
$9.2M68.2K
3.8%
+0.7%
Added · +465 sh
6Nvidia Corporation
COM
$7.8M38.9K
3.2%
+1.9%
Added · +727 sh
7Amazon Com Inc
COM
$6.1M25.6K
2.5%
+5.2%
Added · +1K sh
8Micron Technology Inc
COM
$6.1M5.2K
2.5%
+1.4%
Added · +71 sh
9Berkshire Hathaway Inc Del
CL A
$6.0M8
2.4%
−20%
Reduced · −2 sh
10Applied Matls Inc
COM
$5.4M7.4K
2.2%
−1.9%
Reduced · −142 sh
11JPMorgan Chase & Co
COM
$5.2M15.9K
2.1%
+3.5%
Added · +541 sh
12Yum Brands Inc
COM
$3.7M23.0K
1.5%
+5.0%
Added · +1K sh
13Meta Platforms Inc
CL A
$3.6M6.3K
1.5%
−5.7%
Reduced · −384 sh
14Broadcom Inc
COM
$3.5M9.2K
1.4%
+3.9%
Added · +348 sh
15Abbvie Inc
COM
$3.3M13.1K
1.3%
+4.8%
Added · +599 sh
16Exxon Mobil Corp
COM
$3.1M22.9K
1.3%
+5.7%
Added · +1K sh
17Alphabet Inc
CAP STK CL C
$3.1M8.8K
1.3%
+5.4%
Added · +454 sh
18Mastercard Incorporated
CL A
$2.8M5.5K
1.2%
−1.3%
Reduced · −75 sh
19Walmart Inc
COM
$2.7M24.1K
1.1%
+1.6%
Added · +370 sh
20Fortinet Inc
COM
$2.6M16.6K
1.0%
−0.8%
Reduced · −138 sh
21Taiwan Semiconductor Manufac
SPONSORED ADS
$2.5M5.2K
1.0%
+2.5%
Added · +129 sh
22Eli Lilly & Co
COM
$2.5M2.1K
1.0%
+2.8%
Added · +57 sh
23Merck & Co Inc
COM
$2.4M18.6K
1.0%
~0%
Reduced · −8 sh
24Berkshire Hathaway Inc Del
CL B NEW
$2.3M4.7K
1.0%
+8.6%
Added · +371 sh
25US Bancorp
COM NEW
$2.3M37.3K
0.9%
+2.0%
Added · +735 sh
26Johnson & Johnson
COM
$2.1M8.3K
0.9%
+0.3%
Added · +29 sh
27Cisco Sys Inc
COM
$2.1M17.7K
0.8%
+2.5%
Added · +430 sh
28Lam Research Corp
COM NEW
$1.9M4.3K
0.8%
+1.8%
Added · +78 sh
29NextEra Energy Inc
COM
$1.9M21.3K
0.8%
+2.0%
Added · +425 sh
30Illinois Tool WKS Inc
COM
$1.7M6.3K
0.7%
−2.1%
Reduced · −135 sh
31Visa Inc
COM CL A
$1.6M4.7K
0.7%
+5.3%
Added · +237 sh
32Chevron Corporation
COM
$1.6M9.6K
0.7%
+14%
Added · +1K sh
33McDonalds Corp
COM
$1.6M5.8K
0.6%
−3.4%
Reduced · −202 sh
34Emerson Elec Co
COM
$1.6M10.9K
0.6%
+1.6%
Added · +171 sh
35Advanced Micro Devices Inc
COM
$1.5M2.6K
0.6%
+5.4%
Added · +136 sh
36RTX Corporation
COM
$1.4M7.6K
0.6%
+4.0%
Added · +291 sh
37Aon PLC
SHS CL A
$1.4M4.4K
0.6%
−0.8%
Reduced · −37 sh
38Intel Corp
COM
$1.4M10.3K
0.6%
+6.2%
Added · +595 sh
39Ge Aerospace
COM NEW
$1.4M3.8K
0.6%
+11%
Added · +377 sh
40Caterpillar Inc
COM
$1.4M1.3K
0.6%
+14%
Added · +160 sh
41Deere & Co
COM
$1.3M2.1K
0.5%
−0.6%
Reduced · −13 sh
42Procter & Gamble Co
COM
$1.3M8.8K
0.5%
+4.3%
Added · +361 sh
43Tesla Inc
COM
$1.3M3.0K
0.5%
+4.5%
Added · +130 sh
44International Business Machs
COM
$1.3M4.5K
0.5%
+2.7%
Added · +119 sh
45Regions Financial Corp New
COM
$1.2M40.1K
0.5%
~0%
Reduced · −7 sh
46Eaton Corp PLC
SHS
$1.2M2.7K
0.5%
+0.5%
Added · +14 sh
47Costco Wholesale Corporation
COM
$1.1M1.2K
0.5%
+2.5%
Added · +30 sh
48Ge Vernova Inc
COM
$1.1M968
0.5%
+7.1%
Added · +64 sh
49United Rentals Inc
COM
$1.1M966
0.4%
+0.1%
Added · +1 sh
50Bank Of Amer Corp
COM
$1.0M18.0K
0.4%
+20%
Added · +3K sh
Showing 50 of 184 positions

Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 4, 2026352$244.9M13F-HR
Q1 2026Mar 31, 2026May 5, 2026315$197.3M13F-HR
Q4 2025Dec 31, 2025Jan 14, 2026314$197.0M13F-HR
Q3 2025Sep 30, 2025Oct 15, 2025302$194.0M13F-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. The performance line is a simulation of the disclosed long book, not an audited return.