Arkolith/Funds/Fractal Investments LLC

Fractal Investments LLC

CIK 1843590
Holdings as of Jun 30, 2026·disclosed Jul 23, 2026·~23-day 13F lag·13F-HR
Active Filer

Fractal Investments LLC holds a focused book of 80 stocks worth $866.9M as of Q2 2026 (disclosed Jul 23, 2026, a ~45-day 13F lag). This quarter they opened Keysight Technologies In and trimmed MPLX LP. Their largest long position is Energy Transfer LP at 12% of the equity book. Cloning the disclosed picks since 2024 would be +56% (+29.3%/yr). That is a simulation of the disclosed long book, not audited returns.

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Use Arkolith to show Fractal Investments LLC's latest
holdings, largest changes, and filing provenance.
Opened
43
new positions
Added to
13
existing
Trimmed
4
reduced
Sold out
11
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+56.5%
+29.3%/yr · since Oct '24
Their reported book
+53.9%
held from quarter-end
S&P 500
+29.7%
same window
$9K$10K$12K$14K$16KOct '24Mar '25Jul '25Nov '25Mar '26Jul '26
Fractal Investments LLC (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 2.6 points over this window.

Growth of $10,000 cloning Fractal Investments LLC'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
48%
Top 10 holdings
76%
Top 20 holdings
94%

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

Direct sector allocation

100% mapped to company sectors

Utilities
61%
Industrials
22%
Energy
12%
Information Technology
2%
Materials
2%
Consumer Discretionary
1%
Health Care
0%
Real Estate
0%

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 Fractal Investments LLC

Manager / fundShared namesTheir $ in those
MORGAN STANLEY80 / 80$76.9B
UBS Group AG80 / 80$24.4B
JPMORGAN CHASE & CO79 / 80$66.1B
GOLDMAN SACHS GROUP INC79 / 80$43.1B
ROYAL BANK OF CANADA79 / 80$40.0B
WELLS FARGO & COMPANY/MN79 / 80$19.4B
JONES FINANCIAL COMPANIES LLLP79 / 80$3.3B
OSAIC HOLDINGS, INC.79 / 80$1.8B

Ranked by how many of Fractal Investments LLC'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.

80 positions
#SecurityValueShares% PortLast moveHistory
1Energy Transfer L P
COM UT LTD PTN
$104.6M5.47M
12.1%
+14%
Added · +651K sh
2MPLX LP
COM UNIT REP LTD
$94.0M1.67M
10.8%
−19%
Reduced · −383K sh
3Plains All Amern Pipeline L
UNIT LTD PARTN
$80.7M3.63M
9.3%
Held
4Enterprise Prods Partners L
COM
$67.5M1.84M
7.8%
Held
5Western Midstream Partners L
COM UNIT LP INT
$66.7M1.52M
7.7%
−3.4%
Reduced · −53K sh
6Williams Cos Inc
COM
$62.5M840.1K
7.2%
+3.2%
Added · +26K sh
7Targa Res Corp
COM
$51.8M193.1K
6.0%
+22%
Added · +35K sh
8Sunoco Lp/sunoco Fin Corp
COM UT REP LP
$46.0M682.0K
5.3%
+11%
Added · +65K sh
9TC Energy Corp
COM
$44.4M670.0K
5.1%
+3.2%
Added · +21K sh
10Hess Midstream LP
CL A SHS
$43.6M1.16M
5.0%
−2.1%
Reduced · −25K sh
11DT Midstream Inc
COMMON STOCK
$33.9M231.0K
3.9%
Held
12Kinder Morgan Inc Del
COM
$33.5M1.05M
3.9%
Held
13Cheniere Energy Inc
COM NEW
$18.6M77.7K
2.1%
+15%
Added · +10K sh
14Oneok Inc New
COM
$13.6M156.6K
1.6%
Held
15NGL Energy Partners LP
COM UNIT REPST
$13.3M832.5K
1.5%
Held
16Cheniere Energy Partners L P
COM UNIT
$11.8M194.1K
1.4%
Held
17Global Partners LP
COM UNITS
$9.1M195.2K
1.0%
Held
18Sandisk Corp
COM
$7.7M3.4K
0.9%
−23%
Reduced · −1K sh
19Antero Midstream Corp
COM
$5.3M233.4K
0.6%
+23%
Added · +43K sh
20Genesis Energy L P
UNIT LTD PARTN
$4.9M343.2K
0.6%
Held
21Ge Vernova Inc
COM
$4.6M3.9K
0.5%
Held
22Suburban Propane Partners L
UNIT LTD PARTN
$3.7M214.9K
0.4%
Held
23Enbridge Inc
COM
$3.7M67.5K
0.4%
Held
24Qnity Electronics Inc
COMMON STOCK
$3.3M20.0K
0.4%
+18%
Added · +3K sh
25Solstice Advanced Matls Inc
COM SHS
$2.5M28.1K
0.3%
+12%
Added · +3K sh
26Westlake Chem Partners LP
COM UNIT RP LP
$1.8M80.4K
0.2%
Held
27Caterpillar Inc
COM
$1.4M1.3K
0.2%
+204%
Added · +900 sh
28Newmont Corp
COM
$1.4M15.2K
0.2%
Held
29Crane Company
COMMON STOCK
$1.4M6.3K
0.2%
+29%
Added · +1K sh
30Kinetik Holdings Inc
COM NEW CL A
$1.3M27.5K
0.2%
Held
31Exxon Mobil Corp
COM
$1.3M9.7K
0.2%
Held
32Summit Midstream Corporation
COM
$1.3M45.0K
0.1%
Held
33Phinia Inc
COMMON STOCK
$1.2M14.9K
0.1%
Held
34CF Industries Hold
COM
$1.1M10.3K
0.1%
Held
35Everus Constr Group
COM
$1.1M6.4K
0.1%
+31%
Added · +2K sh
36Freeport McMoran Inc
CL B
$948K15.1K
0.1%
Held
37Shell PLC
SPON ADS
$899K11.6K
0.1%
Held
38Suncor Energy Inc New
COM
$880K16.4K
0.1%
Held
39Keysight Technologies Inc
COM
$875K2.5K
0.1%
New
New position
40Veralto Corp
COM SHS
$780K8.8K
0.1%
Held
41Rio Tinto PLC
SPONSORED ADR
$778K8.2K
0.1%
Held
42Southern Copper Corp
COM
$770K4.4K
0.1%
+1.0%
Added · +43 sh
43BHP Billiton Limited
SPONSORED ADS
$750K9.0K
0.1%
Held
44Agnico Eagle Mines Ltd
COM
$746K4.8K
0.1%
Held
45Ralliant Corp
COM
$736K10.0K
0.1%
New
New position
46Parker-Hannifin Corp
COM
$714K730
0.1%
Held
47Chevron Corporation
COM
$696K4.2K
0.1%
Held
48Steel Dynamics Inc
COM
$618K2.7K
0.1%
Held
49Mueller Inds Inc
COM
$606K4.9K
0.1%
Held
50Barrick MNG Corp
COM SHS
$602K16.4K
0.1%
Held
Showing 50 of 80 positions

Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 23, 202680$866.9M13F-HR
Q1 2026Mar 31, 2026Apr 13, 202681$845.0M13F-HR
Q4 2025Dec 31, 2025Jan 27, 202680$716.2M13F-HR
Q3 2025Sep 30, 2025Oct 27, 202577$692.7M13F-HR
Q2 2025Jun 30, 2025Jul 7, 202576$701.0M13F-HR
Q1 2025Mar 31, 2025May 6, 202573$719.6M13F-HR
Q4 2024Dec 31, 2024Jan 27, 202576$653.5M13F-HR
Q3 2024Sep 30, 2024Oct 30, 202483$591.6M13F-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.