Arkolith/Funds/Ethos Capital Management, Inc.

Ethos Capital Management, Inc.

CIK 2106214
Holdings as of Jun 30, 2026·disclosed Jul 16, 2026·~16-day 13F lag·13F-HR
Active Filer

Ethos Capital Management, Inc. holds a focused book of 59 stocks worth $140.5M as of Q2 2026 (disclosed Jul 16, 2026, a ~45-day 13F lag). This quarter they opened Vanguard Short-Term Tips and trimmed Micron Technology Inc. Their largest long position is Vanguard Short-Term Tips at 26% of the equity book.

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Use Arkolith to show Ethos Capital Management, Inc.'s latest
holdings, largest changes, and filing provenance.
Opened
9
new positions
Added to
19
existing
Trimmed
31
reduced
Sold out
5
exited

Concentration

Top-heavy: focused book

Top 5 holdings
42%
Top 10 holdings
54%
Top 20 holdings
73%

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

Direct sector allocation

58% mapped to company sectors

ETF / fund or unclassified
42%
Information Technology
26%
Financials
13%
Consumer Discretionary
4%
Energy
3%
Health Care
3%
Industrials
3%
Materials
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.

59 positions
#SecurityValueShares% PortLast moveHistory
1Vanguard Malvern FDS
STRM INFPROIDX
$36.0M715.8K
25.6%
New
New position
2Micron Technology Inc
COM
$6.6M5.7K
4.7%
−30%
Reduced · −2K sh
3Broadcom Inc
COM
$6.3M16.8K
4.5%
+27%
Added · +4K sh
4Nvidia Corporation
COM
$5.9M29.4K
4.2%
+29%
Added · +7K sh
5Goldman Sachs Group Inc
COM
$4.4M4.4K
3.2%
+32%
Added · +1K sh
6Advanced Micro Devices Inc
COM
$4.2M7.2K
3.0%
−32%
Reduced · −3K sh
7Ishares TR
0-5 YR TIPS ETF
$3.6M35.0K
2.5%
−73%
Reduced · −96K sh
8Intel Corp
COM
$3.5M25.2K
2.5%
−39%
Reduced · −16K sh
9Cisco Sys Inc
COM
$3.0M25.4K
2.1%
+11%
Added · +2K sh
10Borgwarner Inc
COM
$2.9M43.6K
2.1%
+17%
Added · +6K sh
11JPMorgan Chase & Co
COM
$2.7M8.4K
2.0%
+39%
Added · +2K sh
12Microsoft Corp
COM
$2.7M7.2K
1.9%
+86%
Added · +3K sh
13Citigroup Inc
COM NEW
$2.7M19.0K
1.9%
+14%
Added · +2K sh
14Meta Platforms Inc
CL A
$2.6M4.7K
1.9%
+76%
Added · +2K sh
15Vanguard BD Index FDS
INTERMED TERM
$2.6M34.1K
1.9%
−74%
Reduced · −98K sh
16Abbvie Inc
COM
$2.6M10.3K
1.8%
+37%
Added · +3K sh
17Ishares TR
CR 5 10 YR ETF
$2.6M58.6K
1.8%
−73%
Reduced · −162K sh
18Berkshire Hathaway Inc Del
CL B NEW
$2.5M5.1K
1.8%
+52%
Added · +2K sh
19Chevron Corp New
COM
$2.4M14.6K
1.7%
+37%
Added · +4K sh
20Tapestry Inc
COM
$2.4M16.5K
1.7%
+17%
Added · +2K sh
21Exxon Mobil Corp
COM
$2.4M17.5K
1.7%
+18%
Added · +3K sh
22Lam Research Corp
COM
$2.1M4.9K
1.5%
New
New position
23Eli Lilly & Co
COM
$2.1M1.7K
1.5%
New
New position
24CSX Corp
COM
$1.9M39.3K
1.3%
New
New position
25Morgan Stanley
COM NEW
$1.9M8.9K
1.3%
New
New position
26Tesla Inc
COM
$1.8M4.4K
1.3%
New
New position
27Bank New York Mellon Corp
COM
$1.8M12.6K
1.3%
New
New position
28Linde PLC
SHS
$1.8M3.4K
1.3%
New
New position
29Bank Montreal Medium
NT LKD 38
$1.6M22.4K
1.2%
−27%
Reduced · −8K sh
30Vanguard World FD
INF TECH ETF
$1.2M10.2K
0.9%
+473%
Added · +8K sh
31Apple Inc
COM
$1.2M4.2K
0.9%
−0.8%
Reduced · −36 sh
32Invesco Exchange Traded FD T
S&P 500 TOP 50
$1.1M18.7K
0.8%
−27%
Reduced · −7K sh
33Listed FD TR
SHARES CORE BD
$1.1M53.0K
0.8%
−33%
Reduced · −26K sh
34Ishares TR
US FIXED INC BAL
$1.1M11.9K
0.7%
−31%
Reduced · −5K sh
35SPDR Ser TR
S&P1500MOMTILT
$1.0M3.3K
0.7%
−30%
Reduced · −1K sh
36Vanguard World FD
MEGA GRWTH IND
$1.0M11.8K
0.7%
+258%
Added · +8K sh
37Ishares TR
CMBS ETF
$971K20.0K
0.7%
−31%
Reduced · −9K sh
38Fidelity Covington Trust
VLU FACTOR ETF
$933K12.0K
0.7%
−30%
Reduced · −5K sh
39Capital Grp Fixed Incm ETF T
CORE PLUS INCM
$907K40.7K
0.6%
−34%
Reduced · −21K sh
40Invesco Exchange Traded FD T
S&P500 EQL TEC
$892K13.8K
0.6%
−28%
Reduced · −5K sh
41Siren ETF TR
DIVCN LDRS ETF
$889K9.7K
0.6%
−34%
Reduced · −5K sh
42ETF Ser Solutions
VIDENT US EQUITY
$707K9.8K
0.5%
−36%
Reduced · −6K sh
43Invesco Exchange Traded FD T
S&P MDCP QUALITY
$651K5.8K
0.5%
−32%
Reduced · −3K sh
44J P Morgan Exchange Traded F
NASDAQ EQT PREM
$643K10.5K
0.5%
−31%
Reduced · −5K sh
45Palantir Technologies Inc
CL A
$599K5.1K
0.4%
−76%
Reduced · −16K sh
46Ishares TR
EXPANDED TECH
$595K6.6K
0.4%
−34%
Reduced · −3K sh
47Centerpoint Energy Inc
COM
$530K12.0K
0.4%
−72%
Reduced · −30K sh
48Visa Inc
COM CL A
$517K1.5K
0.4%
−70%
Reduced · −3K sh
49Amazon Com Inc
COM
$470K2.0K
0.3%
+2.3%
Added · +44 sh
50Exelon Corp
COM
$460K9.9K
0.3%
−73%
Reduced · −27K sh
Showing 50 of 59 positions

Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 16, 202659$140.5M13F-HR
Q1 2026Mar 31, 2026Apr 7, 202656$116.6M13F-HR
Q4 2025Dec 31, 2025Jan 21, 202655$106.2M13F-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.