Arkolith/Funds/Gill Capital Partners, LLC

Gill Capital Partners, LLC

CIK 729563
Holdings as of Jun 30, 2026·disclosed Aug 20, 2026·~51-day 13F lag·13F-HR
Active Filer

Gill Capital Partners, LLC holds a diversified book of 701 stocks worth $377.5M as of Q2 2026 (disclosed Aug 20, 2026, a ~51-day 13F lag). This quarter they opened Thornburg Interntin Eqty ETF and trimmed Schwab US Large-Cap Growth. Their largest long position is Vanguard Ftse Developed ETF at 7% of the equity book. Cloning the disclosed picks since 2024 would be +25% (+12.7%/yr). That is a simulation of the disclosed long book, not audited returns.

Opened
46
bought for the first time
Added to
92
already held, bought more
Trimmed
100
sold some, still holds it
Sold out
35
exited the position entirely

Growth of $10,000: cloning the disclosed book

If you'd copied them
+25.0%
+12.7%/yr · since Oct '24
Their reported book
+23.9%
held from quarter-end
S&P 500
+36.6%
same window
$9K$10K$11K$13K$14KOct '24Feb '25Jul '25Nov '25Apr '26Aug '26
Gill Capital Partners, LLC (copied at disclosure) S&P 500

Growth of $10,000 cloning Gill Capital Partners, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~51 days for the latest filing, with 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: diversified book

Top 5 holdings
26%
Top 10 holdings
41%
Top 20 holdings
61%

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

Direct sector allocation

15% mapped to company sectors

ETF / fund or unclassified
85%
Information Technology
6%
Consumer Staples
2%
Financials
2%
Consumer Discretionary
1%
Health Care
1%
Industrials
1%
Utilities
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 Gill Capital Partners, LLC

Manager / fundShared namesTheir $ in those
OSAIC HOLDINGS, INC.79 / 80$17.6B
LPL Financial LLC77 / 80$74.9B
Cetera Investment Advisers76 / 80$22.9B
COMMONWEALTH EQUITY SERVICES, LLC76 / 80$18.9B
Steward Partners Investment Advisory, LLC76 / 80$5.9B
RAYMOND JAMES FINANCIAL INC75 / 80$86.9B
HighTower Advisors, LLC75 / 80$26.9B
Kestra Advisory Services, LLC75 / 80$7.8B

Ranked by how many of Gill Capital Partners, 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.

701 positions
#SecurityValueShares% PortLast moveHistory
1Vanguard Ftse Developed Markets ETF
ETF
$26.3M369.5K
7.0%
+6.3%
Added · +22K sh
2Vanguard Growth ETF
ETF
$21.7M252.3K
5.8%
+507%
Added · +211K sh
3Vanguard Value ETF
ETF
$19.5M89.4K
5.2%
+4.5%
Added · +4K sh
4JPMorgan Active Value ETF
ETF
$14.5M182.1K
3.8%
+1.3%
Added · +2K sh
5Schwab US Large Cap Growth ETF
ETF
$14.4M425.4K
3.8%
−7.3%
Reduced · −33K sh
6Vanguard Mid Cap
ETF
$13.9M172.7K
3.7%
+312%
Added · +131K sh
7Schwab US Large Cap Value ETF
ETF
$12.8M368.8K
3.4%
−4.3%
Reduced · −17K sh
8Invesco Bulletshares 2029 Corporate Bond ETF
ETF
$12.2M659.5K
3.2%
−0.8%
Reduced · −6K sh
9Invesco Bulletshares 2032 Corporate Bond ETF
ETF
$11.7M571.7K
3.1%
+2.2%
Added · +12K sh
10Powershares QQQ TR
ETF
$9.5M12.9K
2.5%
−5.7%
Reduced · −783 sh
11Schwab International Equity ETF
ETF
$9.3M335.7K
2.5%
−7.3%
Reduced · −27K sh
12Vanguard Small Cap ETF
ETF
$9.0M29.6K
2.4%
+0.7%
Added · +216 sh
13Schwab US Mid-Cap ETF
ETF
$9.0M243.0K
2.4%
−5.5%
Reduced · −14K sh
14Invesco Nasdaq 100 ETF
ETF
$8.8M29.2K
2.3%
+2.9%
Added · +814 sh
15Kroger Co Com
Stock
$8.3M150.0K
2.2%
Held
16Schwab Etfs- US Small-Cap ETF
ETF
$8.0M221.8K
2.1%
−5.9%
Reduced · −14K sh
17Innovator U.S. Equity Power Buffer ETF - April
ETF
$6.1M144.3K
1.6%
−0.1%
Reduced · −225 sh
18Innovator U.S. Equity Power Buffer ETF - August
ETF
$6.0M132.0K
1.6%
−5.3%
Reduced · −7K sh
19Innovator U.S. Equity Power Buffer ETF - January
ETF
$5.7M115.0K
1.5%
−4.1%
Reduced · −5K sh
20Innovator U.S. Equity Power Buffer ETF - December
ETF
$5.2M112.9K
1.4%
−3.3%
Reduced · −4K sh
21Invesco Bulletshares 2034 Corporate Bond ETF
ETF
$5.1M246.8K
1.4%
+3.8%
Added · +9K sh
22Invesco Bulletshares 2035 Corporate Bond ETF
ETF
$5.0M244.8K
1.3%
+23%
Added · +46K sh
23Innovator U.S. Equity Power Buffer ETF - November
ETF
$4.3M97.5K
1.1%
−5.2%
Reduced · −5K sh
24Nvidia Corporation Com
Stock
$4.2M20.9K
1.1%
+0.3%
Added · +60 sh
25Apple Inc
Stock
$4.1M14.0K
1.1%
−3.0%
Reduced · −430 sh
26Proshares Large Cap Core Plus
ETF
$3.7M43.7K
1.0%
−3.1%
Reduced · −1K sh
27Invesco Bulletshares 2026 Corporate Bond ETF
ETF
$3.6M183.3K
0.9%
−7.3%
Reduced · −14K sh
28Innovator U.S. Equity Power Buffer ETF - February
ETF
$3.0M70.6K
0.8%
−7.6%
Reduced · −6K sh
29Invesco Bulletshares 2028 Corporate Bond ETF
ETF
$3.0M147.4K
0.8%
−0.7%
Reduced · −1K sh
30Charles Schwab Corp
Stock
$2.9M31.6K
0.8%
−0.1%
Reduced · −44 sh
31Innovator U.S. Equity Power Buffer ETF - March
ETF
$2.8M58.2K
0.7%
+0.2%
Added · +115 sh
32JPMorgan Nasdaq Equity Premium Income ETF
ETF
$2.7M43.2K
0.7%
−1.1%
Reduced · −479 sh
33Microsoft
Stock
$2.6M7.1K
0.7%
+0.5%
Added · +33 sh
34Vanguard Morningstar Total Stock Market ETF
ETF
$2.4M6.4K
0.6%
+0.2%
Added · +13 sh
35JPMorgan Equity Premium Income ETF
ETF
$2.4M41.6K
0.6%
−16%
Reduced · −8K sh
36Vanguard Ftse Emerging Markets ETF
ETF
$2.3M39.1K
0.6%
−4.9%
Reduced · −2K sh
37Amazon.com Inc
Stock
$2.3M9.8K
0.6%
−0.2%
Reduced · −18 sh
38Pimco Dynamic Income FD SHS
CEF
$2.1M126.4K
0.6%
−0.5%
Reduced · −635 sh
39Vanguard Information Technology
ETF
$2.0M16.4K
0.5%
+700%
Added · +14K sh
40Google Inc
Stock
$1.9M5.2K
0.5%
+1.0%
Added · +52 sh
41First Trust Preferred Securities & Income ETF
ETF
$1.8M101.2K
0.5%
−1.9%
Reduced · −2K sh
42Innovator U.S. Equity Power Buffer ETF - October
ETF
$1.8M38.7K
0.5%
−10%
Reduced · −4K sh
43Alphabet Inc Cap STK CL C
Stock
$1.8M5.1K
0.5%
+0.2%
Added · +10 sh
44Broadcom Inc Com
Stock
$1.8M4.7K
0.5%
+2.1%
Added · +97 sh
45Berkshire Hathaway Inc Del CL B New
Stock
$1.7M3.5K
0.5%
−9.0%
Reduced · −340 sh
46Vanguard Morningstar Large-Cap ETF
ETF
$1.6M4.8K
0.4%
Held
47Nuveen Amt Free Qlty Mun Incme Com
CEF
$1.6M137.9K
0.4%
−43%
Reduced · −104K sh
48Nuveen Quality Muncp Income FD Com
CEF
$1.6M132.6K
0.4%
−33%
Reduced · −66K sh
49Pimco Mun Income FD II Com
CEF
$1.6M205.0K
0.4%
−22%
Reduced · −59K sh
50Vanguard S&P 500 ETF
ETF
$1.5M2.1K
0.4%
−10%
Reduced · −244 sh
Showing 50 of 701 positions
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Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 20, 2026702$377.5M13F-HR
Q1 2026Mar 31, 2026Apr 13, 2026701$347.6M13F-HR
Q4 2025Dec 31, 2025Feb 10, 2026138$329.8M13F-HR
Q3 2025Sep 30, 2025Oct 27, 2025138$327.3M13F-HR
Q2 2025Jun 30, 2025Jul 31, 2025145$310.8M13F-HR
Q1 2025Mar 31, 2025May 9, 2025137$288.6M13F-HR
Q4 2024Dec 31, 2024Jan 15, 2025135$278.9M13F-HR
Q3 2024Sep 30, 2024Oct 8, 2024131$279.4M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 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.