Fjell Capital, LLC holds a diversified book of 66 stocks worth $146.6M as of Q2 2026 (disclosed Jul 15, 2026, a ~45-day 13F lag). This quarter they opened Kinder Morgan Inc and trimmed Nvidia Corp. Their largest long position is Davis Select Worldwide ETF at 9% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2053350/holdings"
Use Arkolith to show Fjell Capital, LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
53% mapped to company sectors
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.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Davis Fundamental ETF TR SELECT WRLD WI | $12.7M | 274.7K | 8.7% | ▲+2.1% Added · +6K sh | |
| 2 | Victory Portfolios II CORE BD ETF | $8.5M | 181.4K | 5.8% | ▲+4.7% Added · +8K sh | |
| 3 | Nvidia Corporation COM | $7.2M | 35.9K | 4.9% | ▼−2.0% Reduced · −729 sh | |
| 4 | Alphabet Inc CAP STK CL A | $6.2M | 17.4K | 4.2% | ▼−4.4% Reduced · −803 sh | |
| 5 | Kla Corp COM NEW | $6.0M | 19.8K | 4.1% | ▲+856% Added · +18K sh | |
| 6 | Broadcom Inc COM | $5.8M | 15.5K | 4.0% | ▼−2.5% Reduced · −392 sh | |
| 7 | Apple Inc COM | $5.6M | 19.2K | 3.8% | ▲+0.7% Added · +141 sh | |
| 8 | Ishares TR USD INV GRDE ETF | $5.6M | 108.4K | 3.8% | ▲+5.0% Added · +5K sh | |
| 9 | Vanguard Index FDS MID CAP ETF | $4.8M | 59.5K | 3.3% | ▲+301% Added · +45K sh | |
| 10 | Amazon Com Inc COM | $4.7M | 19.8K | 3.2% | ▲+2.5% Added · +489 sh | |
| 11 | Invesco Actively Managed Exc TOTAL RETURN | $4.7M | 99.7K | 3.2% | ▲+0.2% Added · +185 sh | |
| 12 | Microsoft Corp COM | $4.6M | 12.2K | 3.1% | ▲+5.4% Added · +628 sh | |
| 13 | Advanced Micro Devices Inc COM | $4.3M | 7.4K | 2.9% | ▼−15% Reduced · −1K sh | |
| 14 | 2023 ETF Series Trust BRANDES INTL ETF | $4.3M | 102.0K | 2.9% | ▲+24% Added · +20K sh | |
| 15 | Capital Group Growth ETF SHS CREAT UNIT | $3.2M | 68.0K | 2.2% | ▲+1.4% Added · +973 sh | |
| 16 | Costco Wholesale Corporation COM | $3.1M | 3.4K | 2.1% | ▲+1.9% Added · +62 sh | |
| 17 | Pgim ETF TR SHRT DUR HGH YLD | $3.0M | 60.0K | 2.0% | ▼−0.3% Reduced · −156 sh | |
| 18 | Vanguard Index FDS GROWTH ETF | $2.5M | 29.0K | 1.7% | ▲+486% Added · +24K sh | |
| 19 | Meta Platforms Inc CL A | $2.5M | 4.4K | 1.7% | ▲+13% Added · +522 sh | |
| 20 | SPDR Series Trust ST STR BLO 1 ETF | $2.4M | 26.6K | 1.7% | ▼−30% Reduced · −11K sh | |
| 21 | JPMorgan Chase & Co COM | $2.4M | 7.2K | 1.6% | ▲+6.3% Added · +428 sh | |
| 22 | Waste Mgmt Inc Del COM | $2.0M | 9.1K | 1.4% | ▲+8.0% Added · +674 sh | |
| 23 | Select Sector SPDR TR ST STR TECHN ETF | $2.0M | 10.4K | 1.4% | ▲+0.8% Added · +85 sh | |
| 24 | Vanguard Index FDS VALUE ETF | $1.9M | 8.8K | 1.3% | ▼−0.3% Reduced · −24 sh | |
| 25 | Deere & Co COM | $1.9M | 3.0K | 1.3% | ▲+1.5% Added · +44 sh | |
| 26 | AB Active Etfs Inc HIGH YIELD ETF | $1.8M | 49.1K | 1.3% | ▼−0.6% Reduced · −302 sh | |
| 27 | Merck & Co Inc COM | $1.8M | 13.9K | 1.2% | ▲+0.1% Added · +17 sh | |
| 28 | Pgim ETF TR ACTV HY BD ETF | $1.8M | 51.1K | 1.2% | ▼−0.1% Reduced · −28 sh | |
| 29 | Capital Grp Fixed Incm ETF T MUN HIGH ETF | $1.7M | 67.5K | 1.2% | ▲+17% Added · +10K sh | |
| 30 | NextEra Energy Inc COM | $1.7M | 19.1K | 1.1% | ▲+1.8% Added · +342 sh | |
| 31 | RTX Corporation COM | $1.5M | 7.8K | 1.0% | ▲+0.7% Added · +52 sh | |
| 32 | Chevron Corporation COM | $1.5M | 8.8K | 1.0% | ▲+1.8% Added · +153 sh | |
| 33 | Caseys Gen Stores Inc COM | $1.5M | 1.8K | 1.0% | ▲+46% Added · +578 sh | |
| 34 | Blackstone Inc COM | $1.3M | 11.4K | 0.9% | ▲+5.9% Added · +638 sh | |
| 35 | Pimco ETF TR ACTIVE BD ETF | $1.3M | 14.1K | 0.9% | ▲+13% Added · +2K sh | |
| 36 | Intercontinental Exchange In COM | $1.2M | 9.6K | 0.8% | ▲+11% Added · +933 sh | |
| 37 | Vanguard Index FDS S&P 500 ETF SHS | $1.2M | 1.7K | 0.8% | ▼−20% Reduced · −419 sh | |
| 38 | Ares Management Corporation CL A COM STK | $1.1M | 9.9K | 0.8% | ▲+5.3% Added · +497 sh | |
| 39 | Home Depot Inc COM | $1.1M | 3.1K | 0.7% | ▼−22% Reduced · −897 sh | |
| 40 | Micron Technology Inc COM | $935K | 810 | 0.6% | ▼−1.2% Reduced · −10 sh | |
| 41 | Select Sector SPDR TR ST STR FINL ETF | $864K | 16.1K | 0.6% | ▲+3.0% Added · +470 sh | |
| 42 | Applied Matls Inc COM | $808K | 1.1K | 0.6% | ▼−0.8% Reduced · −9 sh | |
| 43 | Marsh & McLennan Cos Inc COM | $790K | 4.7K | 0.5% | ▼−7.0% Reduced · −358 sh | |
| 44 | Alphabet Inc CAP STK CL C | $754K | 2.1K | 0.5% | ▼−2.6% Reduced · −57 sh | |
| 45 | Select Sector SPDR TR ST STR DISCR ETF | $723K | 6.2K | 0.5% | ▲+2.4% Added · +144 sh | |
| 46 | Crowdstrike Hldgs Inc CL A | $698K | 914 | 0.5% | ▲+57% Added · +333 sh | |
| 47 | Caterpillar Inc COM | $683K | 641 | 0.5% | ▲+45% Added · +199 sh | |
| 48 | Select Sector SPDR TR ST STR INDL ETF | $639K | 3.5K | 0.4% | ▲+2.5% Added · +83 sh | |
| 49 | Vanguard World FD INF TECH ETF | $625K | 5.2K | 0.4% | ▲+705% Added · +5K sh | |
| 50 | Union Pac Corp COM | $608K | 2.2K | 0.4% | ▼−0.2% Reduced · −4 sh |
As-of date vs the date the SEC received each filing
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.