Arkolith/Funds/Estabrook Capital Management

Estabrook Capital Management

CIK 1344717
Holdings as of Jun 30, 2026·disclosed Aug 13, 2026·~44-day 13F lag·13F-HR
Active Filer

Estabrook Capital Management holds a diversified book of 344 stocks worth $738.6M as of Q2 2026 (disclosed Aug 13, 2026, a ~44-day 13F lag). This quarter they opened Honeywell Intl Inc Com and trimmed JPMorgan Chase & Co. Their largest long position is Microsoft Corp at 8% of the equity book.

Opened
14
bought for the first time
Added to
66
already held, bought more
Trimmed
103
sold some, still holds it
Sold out
50
exited the position entirely

Concentration

Top-heavy: diversified book

Top 5 holdings
29%
Top 10 holdings
43%
Top 20 holdings
61%

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

Direct sector allocation

95% mapped to company sectors

Information Technology
32%
Financials
21%
Health Care
10%
Industrials
9%
Consumer Discretionary
8%
ETF / fund or unclassified
5%
Materials
4%
Energy
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

Funds with the most overlap

Other tracked managers holding the same core names as Estabrook Capital Management

Manager / fundShared namesTheir $ in those
Sterling Capital Management LLC79 / 80$1.6B
GAMMA Investing LLC79 / 80$1.0B
GEODE CAPITAL MANAGEMENT, LLC78 / 80$865.0B
Arax Advisory Partners78 / 80$2.9B
Integrated Wealth Concepts LLC78 / 80$2.4B
Clearstead Advisors, LLC78 / 80$2.1B
IFP Advisors, Inc78 / 80$1.0B
PNC FINANCIAL SERVICES GROUP, INC.77 / 80$83.2B

Ranked by how many of Estabrook Capital Management's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

344 positions
#SecurityValueShares% PortLast moveHistory
1Microsoft Corporation
COMMON
$57.6M154.3K
7.8%
+2.1%
Added · +3K sh
2J.P. Morgan Chase & Co
COMMON
$52.7M161.0K
7.1%
−0.8%
Reduced · −1K sh
3Apple Computer Inc
COMMON
$51.3M177.3K
6.9%
−1.3%
Reduced · −2K sh
4Costco Wholesale Corp
COMMON
$30.3M32.4K
4.1%
−1.8%
Reduced · −607 sh
5Alphabet Class A
COMMON
$24.0M67.1K
3.2%
−2.6%
Reduced · −2K sh
6Johnson & Johnson
COMMON
$22.8M89.7K
3.1%
−0.1%
Reduced · −137 sh
7Cisco Sys Inc
COMMON
$20.4M173.7K
2.8%
−1.7%
Reduced · −3K sh
8Corning Inc
COMMON
$19.5M76.2K
2.6%
−3.4%
Reduced · −3K sh
9Citigroup Inc
COMMON
$18.9M135.2K
2.6%
−1.3%
Reduced · −2K sh
10International Business Machine
COMMON
$18.7M66.6K
2.5%
−0.4%
Reduced · −290 sh
11PNC Financial Group
COMMON
$17.4M70.7K
2.4%
−1.0%
Reduced · −706 sh
12Bank Of America
COMMON
$16.2M284.1K
2.2%
−1.0%
Reduced · −3K sh
13Union Pac Corp
COMMON
$15.6M57.4K
2.1%
−0.9%
Reduced · −550 sh
14Chubb Limited Com
COMMON
$14.1M41.3K
1.9%
−1.3%
Reduced · −530 sh
15Chevron Corporation
COMMON
$13.0M78.4K
1.8%
−1.6%
Reduced · −1K sh
16Merck & Company
COMMON
$12.4M96.8K
1.7%
−1.4%
Reduced · −1K sh
17ConocoPhillips
COMMON
$12.0M115.2K
1.6%
−0.3%
Reduced · −405 sh
18Ge Vernova LLC Com
COMMON
$12.0M10.2K
1.6%
−1.0%
Reduced · −103 sh
19Ge Aerospace
COMMON
$11.9M32.0K
1.6%
+0.8%
Added · +252 sh
20Williams Co
COMMON
$11.6M156.3K
1.6%
−1.7%
Reduced · −3K sh
21Eaton Corp PLC SHS
COMMON
$10.3M24.3K
1.4%
−3.2%
Reduced · −812 sh
22Exxon Mobil Corporation
COMMON
$9.9M72.2K
1.3%
−2.6%
Reduced · −2K sh
23Wells Fargo New
COMMON
$9.4M114.0K
1.3%
−1.1%
Reduced · −1K sh
24Canadian Pacific Kansas City C
COMMON
$8.3M95.7K
1.1%
−0.1%
Reduced · −75 sh
25Wal Mart Stores Inc
COMMON
$8.2M72.3K
1.1%
−1.1%
Reduced · −794 sh
26Pfizer Inc
COMMON
$7.8M324.1K
1.1%
−1.7%
Reduced · −6K sh
27Honeywell Intl Inc Com
COMMON
$7.7M34.5K
1.0%
New
New position
28Honeywell Aerospace Inc Com
COMMON
$7.6M34.5K
1.0%
New
New position
29Verizon Communications
COMMON
$7.6M178.4K
1.0%
−0.6%
Reduced · −1K sh
30Duke Energy Corporation Com Ne
COMMON
$7.2M57.2K
1.0%
−0.4%
Reduced · −257 sh
31Medtronic PLC
COMMON
$7.1M90.3K
1.0%
+6.9%
Added · +6K sh
32Amazon Com Inc
COMMON
$7.0M29.2K
0.9%
+1.1%
Added · +317 sh
33Bank Of New York Mellon Corpor
COMMON
$6.9M47.8K
0.9%
−2.0%
Reduced · −998 sh
34Amgen Inc
COMMON
$6.8M18.7K
0.9%
−0.7%
Reduced · −126 sh
35Aflac Inc
COMMON
$6.8M57.7K
0.9%
−1.4%
Reduced · −825 sh
36Norfolk Southn Corp
COMMON
$6.7M21.3K
0.9%
−0.6%
Reduced · −138 sh
37Alphabet Class C
COMMON
$5.7M16.2K
0.8%
−5.6%
Reduced · −958 sh
38Home Depot Inc
COMMON
$5.6M15.9K
0.8%
−1.0%
Reduced · −165 sh
39A T & T Inc
COMMON
$5.2M252.4K
0.7%
+3.7%
Added · +9K sh
40Texas Instruments Inc
COMMON
$4.8M16.1K
0.7%
−3.4%
Reduced · −568 sh
41Northrop Grumman Corp
COMMON
$4.5M8.8K
0.6%
Held
42Lilly Eli & Co
COMMON
$4.4M3.7K
0.6%
−2.7%
Reduced · −103 sh
43Corteva Inc Com
COMMON
$4.3M50.9K
0.6%
−2.7%
Reduced · −1K sh
44Dover Corp
COMMON
$4.3M19.0K
0.6%
−0.4%
Reduced · −82 sh
45Raytheon Technologies Corp Com
COMMON
$4.1M21.7K
0.6%
+1.0%
Added · +210 sh
46Procter & Gamble Co
COMMON
$4.0M27.1K
0.5%
−0.4%
Reduced · −116 sh
47U S Bancorp
COMMON
$4.0M65.5K
0.5%
−0.3%
Reduced · −185 sh
48NXP Semiconductors N V Com
COMMON
$3.9M13.8K
0.5%
−3.0%
Reduced · −430 sh
49NextEra Energy Inc Com
COMMON
$3.9M43.9K
0.5%
−4.1%
Reduced · −2K sh
50Unitedhealth Group Inc
COMMON
$3.8M9.1K
0.5%
−1.7%
Reduced · −159 sh
Showing 50 of 344 positions
Build

Build on this 13F portfolio

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.

Build

Ask your agent what Estabrook Capital Management owns

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.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/funds/1344717/holdings"
Ask your agent
Use Arkolith to show Estabrook Capital Management's latest
holdings, largest changes, and filing provenance.

Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 13, 2026344$738.6M13F-HR
Q1 2026Mar 31, 2026May 14, 2026380$685.3M13F-HR
Q4 2025Nov 10, 2025Nov 10, 2025328$686.1M13F-HR
Amended / restated
  • Q1 2026 · filed Feb 13, 202613F-HR · superseded

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.