Arkolith/Funds/Flagship Capital Management Inc.

Flagship Capital Management Inc.

CIK 2106796
Holdings as of Jun 30, 2026·disclosed Jul 21, 2026·~21-day 13F lag·13F-HR
Active Filer

Flagship Capital Management Inc. holds a focused book of 50 stocks worth $158.4M as of Q2 2026 (disclosed Jul 21, 2026, a ~45-day 13F lag). This quarter they opened Hca Healthcare Inc and trimmed SS Technology Select Sector. Their largest long position is SS Technology Select Sector at 17% of the equity book. Cloning the disclosed picks since 2026 would be +12% (+25.5%/yr). That is a simulation of the disclosed long book, not audited returns.

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Use Arkolith to show Flagship Capital Management Inc.'s latest
holdings, largest changes, and filing provenance.
Opened
2
new positions
Added to
29
existing
Trimmed
12
reduced
Sold out
0
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+11.9%
+25.5%/yr · since Jan '26
Their reported book
+8.5%
held from quarter-end
S&P 500
+8.0%
same window
$9K$10K$10K$11K$11KJan '26Feb '26Apr '26May '26Jun '26Jul '26
Flagship Capital Management Inc. (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 3.4 points over this window.

Growth of $10,000 cloning Flagship Capital Management Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: focused book

Top 5 holdings
45%
Top 10 holdings
61%
Top 20 holdings
82%

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

Direct sector allocation

59% mapped to company sectors

ETF / fund or unclassified
41%
Information Technology
31%
Financials
10%
Energy
4%
Health Care
3%
Industrials
3%
Consumer Staples
2%
Communication Services
2%

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.

50 positions
#SecurityValueShares% PortLast moveHistory
1Select Sector SPDR TR
ST STR TECHN ETF
$26.4M138.6K
16.7%
−1.1%
Reduced · −2K sh
2Alphabet Inc
CAP STK CL A
$15.5M43.4K
9.8%
−0.2%
Reduced · −105 sh
3Apple Inc
COM
$14.8M51.0K
9.3%
−0.1%
Reduced · −40 sh
4Visa Inc
COM CL A
$7.6M22.2K
4.8%
+1.2%
Added · +272 sh
5Ishares TR
CORE DIV GRWTH
$6.9M91.1K
4.4%
+0.6%
Added · +545 sh
6Taiwan Semiconductor Manufac
SPONSORED ADS
$6.5M13.6K
4.1%
+0.9%
Added · +116 sh
7DBX ETF TR
XTRACK MSCI EURP
$5.5M102.4K
3.5%
+0.1%
Added · +100 sh
8Janus Detroit STR TR
HENDRSON AAA CL
$4.9M96.8K
3.1%
+1.3%
Added · +1K sh
9Janus Detroit STR TR
B-BBB CLO ETF
$4.2M88.6K
2.6%
+1.9%
Added · +2K sh
10Exxon Mobil Corp
COM
$4.2M30.6K
2.6%
−0.3%
Reduced · −95 sh
11Meta Platforms Inc
CL A
$4.0M7.1K
2.5%
+3.3%
Added · +225 sh
12BlackRock Inc
COM
$3.9M4.0K
2.4%
+0.1%
Added · +4 sh
13Microsoft Corp
COM
$3.6M9.7K
2.3%
+9.4%
Added · +838 sh
14Toronto Dominion BK Ont
COM NEW
$3.6M29.7K
2.3%
+0.5%
Added · +140 sh
15Amgen Inc
COM
$3.4M9.4K
2.2%
+2.4%
Added · +225 sh
16Select Sector SPDR TR
ST STR INDL ETF
$3.3M17.6K
2.1%
Held
17CVS Health Corp
COM
$3.0M28.9K
1.9%
+3.2%
Added · +885 sh
18J P Morgan Exchange Traded F
ULTRA SHRT ETF
$2.7M54.3K
1.7%
+3.3%
Added · +2K sh
19Ishares TR
MSCI USA MMENTM
$2.7M7.9K
1.7%
+9.7%
Added · +693 sh
20Expedia Group Inc
COM NEW
$2.6M10.3K
1.7%
+0.4%
Added · +40 sh
21Alphabet Inc
CAP STK CL C
$2.6M7.3K
1.6%
−0.7%
Reduced · −50 sh
22Select Sector SPDR TR
ST STR CARE ETF
$2.5M16.0K
1.6%
+0.1%
Added · +20 sh
23Phillips 66
COM
$2.5M14.6K
1.6%
~0%
Added · +1 sh
24Amazon Com Inc
COM
$2.4M10.1K
1.5%
+6.0%
Added · +570 sh
25Verizon Communications Inc
COM
$2.3M54.2K
1.4%
+0.8%
Added · +450 sh
26Invesco Exch Traded FD TR II
S&P INTL MOMNT
$1.8M29.5K
1.1%
+2.9%
Added · +830 sh
27Hca Healthcare Inc
COM
$1.6M4.2K
1.0%
New
New position
28Ufp Industries Inc
COM
$1.5M16.6K
0.9%
−0.4%
Reduced · −70 sh
29Schwab Strategic TR
US LRG CAP ETF
$1.4M49.2K
0.9%
+2.0%
Added · +954 sh
30Lennar Corp
CL A
$1.2M13.6K
0.8%
−3.7%
Reduced · −520 sh
31Uber Technologies Inc
COM
$1.1M15.2K
0.7%
−2.6%
Reduced · −400 sh
32Pacer FDS TR
US CASH COWS 100
$1.1M17.3K
0.7%
+0.7%
Added · +115 sh
33Nvidia Corporation
COM
$1.0M5.0K
0.6%
+0.7%
Added · +34 sh
34Nike Inc
CL B
$775K18.9K
0.5%
−29%
Reduced · −8K sh
35Comcast Corp New
CL A
$546K22.3K
0.3%
−7.6%
Reduced · −2K sh
36Nucor Corp
COM
$544K2.4K
0.3%
−9.3%
Reduced · −250 sh
37International Business Machs
COM
$411K1.5K
0.3%
+0.1%
Added · +1 sh
38J P Morgan Exchange Traded F
SHORT DURA CORE
$406K8.6K
0.3%
+54%
Added · +3K sh
39Columbia Sportswear Co
COM
$403K6.5K
0.3%
−27%
Reduced · −2K sh
40Schwab Strategic TR
GOVT MONE MA ETF
$356K3.5K
0.2%
+0.8%
Added · +29 sh
41Chevron Corporation
COM
$355K2.1K
0.2%
Held
42Merck & Co Inc
COM
$347K2.7K
0.2%
+0.2%
Added · +5 sh
43Schwab Strategic TR
US SML CAP ETF
$340K9.4K
0.2%
+1.5%
Added · +138 sh
44Qnity Electronics Inc
COMMON STOCK
$325K2.0K
0.2%
+1.1%
Added · +21 sh
45Essential Utils Inc
COM
$291K7.6K
0.2%
Held
46Fulton Finl Corp Pa
COM
$247K10.2K
0.2%
Held
47Ishares TR
CORE S&P500 ETF
$237K316
0.1%
Held
48Global Indemnity Group LLC
COM CL A
$212K8.5K
0.1%
Held
49Invesco QQQ TR
UNIT SER 1
$212K288
0.1%
New
New position
50Prospect Cap Corp
COM
$23K10.0K
0.0%
Held
Showing all 50 positions

Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 21, 202650$158.4M13F-HR
Q1 2026Mar 31, 2026Apr 21, 202648$136.1M13F-HR
Q4 2025Dec 31, 2025Jan 22, 202647$141.4M13F-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. The performance line is a simulation of the disclosed long book, not an audited return.