Arkolith/Funds/Ethic Inc.

Ethic Inc.

CIK 1780570
Holdings as of Mar 31, 2026·disclosed Apr 27, 2026·~27-day 13F lag·13F-HR
Active Filer

Ethic Inc. holds a diversified book of 1235 stocks worth $6.4B as of Q1 2026 (disclosed Apr 27, 2026, a ~45-day 13F lag). This quarter they opened Uber Technologies Inc and trimmed Micron Technology Inc. Their largest long position is Nvidia Corp at 7% of the equity book.

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Use Arkolith to show Ethic Inc.'s latest
holdings, largest changes, and filing provenance.
Opened
129
new positions
Added to
635
existing
Trimmed
465
reduced
Sold out
82
exited

Concentration

Top-heavy: diversified book

Top 5 holdings
25%
Top 10 holdings
31%
Top 20 holdings
37%

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

Direct sector allocation

98% mapped to company sectors

Information Technology
40%
Financials
15%
Industrials
10%
Consumer Discretionary
9%
Health Care
9%
Communication Services
3%
Materials
3%
Utilities
3%

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.

1,235 positions
#SecurityValueShares% PortLast moveHistory
1Nvidia Corporation
COM
$426.7M2.45M
6.7%
+1.5%
Added · +37K sh
2Apple Inc
COM
$378.8M1.49M
5.9%
+1.4%
Added · +21K sh
3Alphabet Inc Cap Stock CL A
CAP STK CL A
$336.6M1.17M
5.3%
+107%
Added · +607K sh
4Microsoft Corp
COM
$264.0M713.1K
4.1%
+1.4%
Added · +10K sh
5Amazon.com Inc
COM
$163.7M786.2K
2.6%
+2.5%
Added · +19K sh
6Broadcom Inc
COM
$111.2M359.2K
1.7%
+0.4%
Added · +2K sh
7Meta Platforms Inc CL A
CL A
$91.8M160.5K
1.4%
+1.8%
Added · +3K sh
8Eli Lilly & Co
COM
$77.8M84.5K
1.2%
+3.5%
Added · +3K sh
9Tesla Inc
COM
$66.3M178.4K
1.0%
+3.7%
Added · +6K sh
10Visa Inc CL A
COM CL A
$56.5M186.8K
0.9%
+2.9%
Added · +5K sh
11Netflix Inc
COM
$49.1M510.4K
0.8%
+5.2%
Added · +25K sh
12Mastercard Incorporated CL A
CL A
$45.4M90.9K
0.7%
+1.7%
Added · +2K sh
13Micron Technology Inc
COM
$42.5M125.7K
0.7%
−3.3%
Reduced · −4K sh
14Goldman Sachs Group Inc
COM
$42.4M50.1K
0.7%
+2.9%
Added · +1K sh
15Cisco Systems Inc
COM
$40.3M519.0K
0.6%
+3.0%
Added · +15K sh
16Caterpillar Inc
COM
$39.8M56.2K
0.6%
−5.2%
Reduced · −3K sh
17Merck & Co Inc
COM
$39.3M326.3K
0.6%
+2.6%
Added · +8K sh
18Applied Materials Inc
COM
$37.0M108.3K
0.6%
−4.0%
Reduced · −5K sh
19Lam Research Corp New
COM NEW
$36.7M171.9K
0.6%
−6.3%
Reduced · −12K sh
20Home Depot Inc
COM
$33.2M101.0K
0.5%
−3.1%
Reduced · −3K sh
21Morgan Stanley
COM NEW
$32.8M199.3K
0.5%
+1.2%
Added · +2K sh
22Advanced Micro Devices Inc
COM
$32.6M160.1K
0.5%
+4.6%
Added · +7K sh
23Oracle Corp
COM
$31.6M214.9K
0.5%
+2.6%
Added · +6K sh
24Intl Business Machines
COM
$30.7M126.5K
0.5%
+0.3%
Added · +323 sh
25AT&T Inc
COM
$30.1M1.04M
0.5%
−1.5%
Reduced · −16K sh
26Taiwan Semiconductor MFG Ltd S
SPONSORED ADS
$29.1M86.0K
0.5%
+1.7%
Added · +1K sh
27Verizon Communications Inc
COM
$28.3M563.5K
0.4%
+2.5%
Added · +14K sh
28Ge Vernova Inc
COM
$28.1M32.2K
0.4%
−2.7%
Reduced · −885 sh
29TJX Cos Inc
COM
$27.8M173.8K
0.4%
+4.3%
Added · +7K sh
30TCW Transform 500 ETF
TRANSFRM 500 ETF
$26.4M346.3K
0.4%
−5.2%
Reduced · −19K sh
31ASML Holding NV NY Registry
N Y REGISTRY SHS
$26.3M19.9K
0.4%
+4.1%
Added · +791 sh
32Berkshire Hathaway Inc CL B Ne
CL B NEW
$25.6M53.5K
0.4%
+3.4%
Added · +2K sh
33Johnson & Johnson
COM
$25.3M103.4K
0.4%
+24%
Added · +20K sh
34Unitedhealth Group Inc
COM
$25.2M93.2K
0.4%
−0.8%
Reduced · −799 sh
35Kla Corp New
COM NEW
$25.0M17.0K
0.4%
+0.8%
Added · +135 sh
36American Express Co
COM
$24.6M81.5K
0.4%
−2.0%
Reduced · −2K sh
37JPMorgan Chase & Co
COM
$24.6M83.7K
0.4%
+11%
Added · +8K sh
38Bank New York Mellon Corp
COM
$24.1M202.9K
0.4%
+5.0%
Added · +10K sh
39Thermo Fisher Scientific Inc
COM
$23.7M48.2K
0.4%
−4.4%
Reduced · −2K sh
40Abbott Laboratories
COM
$23.1M224.6K
0.4%
+2.5%
Added · +5K sh
41Chubb Limited
COM
$22.9M70.2K
0.4%
+8.6%
Added · +6K sh
42Bank Of America Corp
COM
$22.8M468.2K
0.4%
+2.3%
Added · +11K sh
43Pfizer Inc
COM
$22.5M800.5K
0.4%
+11%
Added · +82K sh
44Salesforce Inc
COM
$21.9M117.4K
0.3%
+10%
Added · +11K sh
45Welltower Inc
COM
$21.8M110.5K
0.3%
~0%
Reduced · −12 sh
46Wal-Mart Inc
COM
$21.6M173.9K
0.3%
+10%
Added · +16K sh
47Disney Walt Co
COM
$20.8M215.5K
0.3%
+5.2%
Added · +11K sh
48Intel Corp
COM
$20.7M470.2K
0.3%
+3.8%
Added · +17K sh
49Booking Holdings Inc
COM
$20.6M4.9K
0.3%
−3.3%
Reduced · −167 sh
50Corning Inc
COM
$20.4M150.0K
0.3%
−17%
Reduced · −31K sh
Showing 50 of 1,235 positions

Filing history

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

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026Apr 27, 20261,246$6.4B13F-HR
Q4 2025Dec 31, 2025Feb 3, 20261,210$6.5B13F-HR
Q3 2025Sep 30, 2025Oct 17, 20251,192$6.1B13F-HR
Q2 2025Jun 30, 2025Jul 30, 20251,215$5.6B13F-HR
Q1 2025Mar 31, 2025May 13, 20251,164$4.9B13F-HR
Q4 2024Dec 31, 2024Feb 14, 20251,143$5.0B13F-HR
Q3 2024Sep 30, 2024Nov 13, 20241,081$4.0B13F-HR
Q2 2024Jun 30, 2024Aug 13, 20241,130$4.3B13F-HR
Q1 2024Mar 31, 2024May 13, 20241,080$4.0B13F-HR
Q4 2023Dec 31, 2023Feb 14, 20241,049$3.4B13F-HR
Q3 2023Sep 30, 2023Nov 14, 20231,011$2.8B13F-HR
Q2 2023Jun 30, 2023Aug 14, 2023968$2.7B13F-HR
Q1 2023Mar 31, 2023May 12, 2023959$2.5B13F-HR
Q4 2022Dec 31, 2022Feb 14, 2023902$1.9B13F-HR
Q3 2022Sep 30, 2022Nov 14, 2022797$1.5B13F-HR
Q2 2022Jun 30, 2022Aug 10, 2022754$1.4B13F-HR
Q1 2022Mar 31, 2022May 16, 2022741$1.4B13F-HR
Q4 2021Dec 31, 2021Feb 14, 2022663$1.3B13F-HR
Q3 2021Sep 30, 2021Nov 15, 2021609$977.1M13F-HR
Q2 2021Jun 30, 2021Aug 10, 2021564$824.9M13F-HR
Q1 2021Mar 31, 2021May 13, 2021486$561.0M13F-HR
Q4 2020Dec 31, 2020Feb 10, 2021416$378.3M13F-HR
Q3 2020Sep 30, 2020Oct 27, 2020343$261.5M13F-HR
Q2 2020Jun 30, 2020Aug 12, 2020275$175.7M13F-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.