Arkolith/Funds/Exchange Bank

Exchange Bank

CIK 2001155Bank / broker
Holdings as of Jun 30, 2026·disclosed Jul 9, 2026·~9-day 13F lag·13F-HR
Active Filer

Exchange Bank holds a diversified book of 130 stocks worth $160.6M as of Q2 2026 (disclosed Jul 9, 2026, a ~45-day 13F lag). This quarter they opened Micron Technology Inc and trimmed Apple Inc. Their largest long position is Apple Inc at 5% of the equity book.

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holdings, largest changes, and filing provenance.
Opened
17
new positions
Added to
32
existing
Trimmed
45
reduced
Sold out
4
exited

Concentration

Top-heavy: diversified book

Top 5 holdings
20%
Top 10 holdings
31%
Top 20 holdings
49%

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

Direct sector allocation

72% mapped to company sectors

ETF / fund or unclassified
28%
Information Technology
22%
Industrials
11%
Financials
10%
Health Care
10%
Consumer Discretionary
6%
Energy
5%
Consumer Staples
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 Exchange Bank

Manager / fundShared namesTheir $ in those
BlackRock, Inc.80 / 80$2.5T
FMR LLC80 / 80$891.6B
MORGAN STANLEY80 / 80$652.5B
JPMORGAN CHASE & CO80 / 80$640.9B
BANK OF AMERICA CORP /DE/80 / 80$458.7B
Bank of New York Mellon Corp80 / 80$239.7B
WELLS FARGO & COMPANY/MN80 / 80$197.5B
ROYAL BANK OF CANADA80 / 80$192.0B

Ranked by how many of Exchange Bank'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.

130 positions
#SecurityValueShares% PortLast moveHistory
1Apple Inc
COMMON STOCK
$8.2M28.2K
5.1%
−1.2%
Reduced · −342 sh
2Caterpillar Inc
COMMON STOCK
$8.0M7.5K
5.0%
Held
3Johnson & Johnson
COMMON STOCK
$6.8M26.8K
4.2%
−3.0%
Reduced · −841 sh
4Vanguard Total Stock Market ETF
MUTUAL FUNDS/EQ
$4.9M13.4K
3.1%
+20%
Added · +2K sh
5Ishares National Amt-Free Muni
MUTUAL FUNDS /
$4.6M42.8K
2.9%
−17%
Reduced · −9K sh
6Ishares Core Total US Bond
MUTUAL FUNDS/FI
$3.7M37.0K
2.3%
−1.1%
Reduced · −428 sh
7Chevron Corp
COMMON STOCK
$3.7M22.1K
2.3%
−1.7%
Reduced · −392 sh
8Microsoft Corp
COMMON STOCK
$3.6M9.7K
2.2%
−2.7%
Reduced · −273 sh
9JP Morgan Chase & Co
COMMON STOCK
$3.6M10.9K
2.2%
−1.9%
Reduced · −208 sh
10Alphabet Inc Dep SHS
COMMON STOCK
$3.6M9.9K
2.2%
+2.4%
Added · +235 sh
11Procter & Gamble Co
COMMON STOCK
$3.4M23.2K
2.1%
−1.5%
Reduced · −362 sh
12Vanguard Total Bond Market ETF
MUTUAL FUNDS/FI
$3.4M46.1K
2.1%
+4.4%
Added · +2K sh
13Exxon Mobil Corp
COMMON STOCK
$3.3M24.2K
2.1%
+0.4%
Added · +94 sh
14International Business Machs
COMMON STOCK
$3.2M11.5K
2.0%
−1.0%
Reduced · −118 sh
15Walmart Inc
COMMON STOCK
$3.2M28.3K
2.0%
−3.5%
Reduced · −1K sh
16Union Pac Corp
COMMON STOCK
$2.5M9.4K
1.6%
Held
17Ishares Core S&P Mid-Cap (MKT)
MUTUAL FUNDS/EQ
$2.5M32.9K
1.6%
−0.2%
Reduced · −69 sh
18Coca-Cola Co
COMMON STOCK
$2.5M31.0K
1.6%
+2.5%
Added · +755 sh
19Nvidia Corporation SR NT
COMMON STOCK
$2.5M12.4K
1.5%
−3.4%
Reduced · −430 sh
20Alphabet Inc Dep SHS
COMMON STOCK
$2.3M6.4K
1.4%
−1.7%
Reduced · −113 sh
21Berkshire Hathaway Inc
COMMON STOCK
$2.2M3
1.4%
Held
22Vanguard Ftse Developed Markets
MUTUAL FUNDS/EQ
$2.2M31.2K
1.4%
+48%
Added · +10K sh
23Schwab US Broad Market Etft
MUTUAL FUNDS/EQ
$2.2M75.7K
1.4%
−1.1%
Reduced · −824 sh
24Vanguard Short-Term Corp BD Idx
MUTUAL FUNDS/FI
$2.1M27.1K
1.3%
+40%
Added · +8K sh
25Texas Instruments Inc
COMMON STOCK
$2.0M6.8K
1.3%
Held
26Vanguard Emerging Markets Stock
MUTUAL FUNDS/EQ
$1.9M31.2K
1.2%
+29%
Added · +7K sh
27Merck & Co Inc
COMMON STOCK
$1.8M14.4K
1.1%
−0.6%
Reduced · −84 sh
28Amazon Com Inc SR
COMMON STOCK
$1.8M7.7K
1.1%
+6.0%
Added · +435 sh
29Philip Morris International Inc
COMMON STOCK
$1.8M10.0K
1.1%
−5.5%
Reduced · −586 sh
30Ishares Core International
MUTUAL FUNDS/FI
$1.7M34.5K
1.1%
+21%
Added · +6K sh
31Bristol-Myers Squibb Co
COMMON STOCK
$1.7M29.3K
1.1%
Held
32State Street SPDR S&P 500 ETF
MUTUAL FUNDS/EQ
$1.7M2.2K
1.0%
−23%
Reduced · −652 sh
33Norfolk Southern Corp
COMMON STOCK
$1.6M5.1K
1.0%
−3.4%
Reduced · −180 sh
34Ge Aerospace
COMMON STOCK
$1.4M3.8K
0.9%
−3.2%
Reduced · −125 sh
35Eli Lilly & Co
COMMON STOCK
$1.3M1.1K
0.8%
+4.9%
Added · +51 sh
36Target Corp
COMMON STOCK
$1.3M10.0K
0.8%
−3.8%
Reduced · −400 sh
37Automatic Data Processing Inc
COMMON STOCK
$1.3M5.7K
0.8%
−1.9%
Reduced · −113 sh
38Globe Life Inc
COMMON STOCK
$1.2M6.8K
0.8%
Held
39NextEra Energy Inc
COMMON STOCK
$1.2M13.7K
0.7%
−0.4%
Reduced · −53 sh
40SPDR Bofa ML Crossover Corp Bond
MUTUAL FUNDS/FI
$1.2M50.4K
0.7%
+32%
Added · +12K sh
41Ge Vernova Inc
COMMON STOCK
$1.1M956
0.7%
−3.1%
Reduced · −31 sh
42Bank Of New York Mellon Corp
COMMON STOCK
$1.1M7.4K
0.7%
−2.7%
Reduced · −201 sh
43Abbvie Inc
COMMON STOCK
$1.0M4.1K
0.6%
+91%
Added · +2K sh
44MARSH
COMMON STOCK
$1.0M6.2K
0.6%
Held
45Ishares Short-Term Corporate
MUTUAL FUNDS/FI
$1.0M19.3K
0.6%
Held
46Ishares Msci USA Quality Factor
MUTUAL FUNDS/EQ
$992K4.5K
0.6%
+57%
Added · +2K sh
47Cisco Sys Inc SR GLBL NT
COMMON STOCK
$978K8.3K
0.6%
+1.7%
Added · +142 sh
48Altria Group Inc
COMMON STOCK
$957K13.3K
0.6%
−1.8%
Reduced · −249 sh
49Home Depot Inc
COMMON STOCK
$947K2.7K
0.6%
−0.1%
Reduced · −2 sh
50Broadcom Inc
COMMON STOCK
$938K2.5K
0.6%
~0%
Added · +1 sh
Showing 50 of 130 positions

Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 9, 2026205$160.6M13F-HR
Q1 2026Mar 31, 2026Apr 8, 2026177$144.3M13F-HR
Q4 2025Dec 31, 2025Jan 13, 2026186$144.6M13F-HR
Q3 2025Sep 30, 2025Oct 31, 2025193$144.1M13F-HR
Q2 2025Jun 30, 2025Jul 9, 2025193$126.4M13F-HR
Q1 2025Mar 31, 2025Apr 15, 2025181$124.0M13F-HR
Q4 2024Dec 31, 2024Jan 17, 2025180$124.4M13F-HR
Q3 2024Sep 30, 2024Oct 10, 2024185$122.3M13F-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.