Arkolith/Funds/Hanseatic Management Services Inc

Hanseatic Management Services Inc

CIK 1128074
Holdings as of Jun 30, 2026·disclosed Aug 7, 2026·~38-day 13F lag·13F-HR
Active Filer

Hanseatic Management Services Inc holds a diversified book of 83 reported positions worth $135.9M as of Q2 2026 (disclosed Aug 7, 2026, a ~38-day 13F lag). This quarter they opened Hewlett Packard Enterprise and trimmed Ishares Ultra Short Duration. Their largest long position is Ishares Ultra Short Duration at 7% of the reported non-option book. Cloning the disclosed picks since 2023 would be +99% (+27.5%/yr). That is a simulation of the disclosed long book, not audited returns.

Growth of $10,000: cloning the disclosed book

If you'd copied them
+99.4%
+27.5%/yr · since Nov '23
Their reported book
+106.5%
held from quarter-end
S&P 500
+79.1%
same window
$10K$13K$16K$19K$22KNov '23Jun '24Dec '24Jul '25Feb '26Sep '26
Hanseatic Management Services Inc (copied at disclosure) S&P 500

The reported book (valued from quarter-end) returned +106.5%, a 7.2-point gap that is the cost of the ~38-day 13F disclosure lag a real follower can't avoid.

Growth of $10,000 cloning Hanseatic Management Services Inc's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~38 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.

How much sits in the biggest positions

Top-heavy: diversified book

Top 5 holdings
19%
Top 10 holdings
32%
Top 20 holdings
50%

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

Where the money is, by sector

71% mapped to company sectors

Information Technology
31%
ETFs / funds
27%
Communication Services
11%
Materials
9%
Health Care
5%
Consumer Discretionary
5%
Financials
3%
Industrials
3%

+4 sectors below the cut, 5% together

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 (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Hanseatic Management Services Inc

Manager / fundShared namesTheir $ in those
Graticule Asia Macro Advisors LLC9 / 80$1.3B
Uhlmann Price Securities, LLC17 / 80$2.4B
M & L Capital Management Ltd13 / 80$328.5M
Q Fund Management (Hong Kong) Ltd8 / 80$75.0M
Telligent Fund, LP12 / 80$89.3M
Aspiring Ventures, LLC14 / 80$246.6M
Sims Investment Management, LLC15 / 80$186.8M
Texas Yale Capital Corp.28 / 80$2.6B

Ranked by the share of each fund's own book sitting in the names it shares with Hanseatic Management Services Inc: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

83 positions
#SecurityValueShares% PortLast moveHistory
1iShares Liquidity Income Fund
ETF
$10.2M201.5K
7.5%
−17%
Reduced · −42K sh
2Schwab U.S. Large-Cap ETF
ETF
$4.9M165.2K
3.6%
−2.5%
Reduced · −4K sh
3Coherent Corporation
Common
$3.9M9.8K
2.9%
+5.6%
Added · +519 sh
4VanEck Vectors Semiconductor E
ETF
$3.7M5.7K
2.8%
−4.7%
Reduced · −280 sh
5Corning Inc.
Common
$3.5M13.7K
2.6%
−17%
Reduced · −3K sh
6Lumentum Holdings Inc.
Common
$3.5M4.0K
2.5%
+5.8%
Added · +220 sh
7Applied Materials Inc.
Common
$3.4M4.7K
2.5%
+6.0%
Added · +267 sh
8ViaSat, Inc.
Common
$3.3M37.2K
2.5%
+7.6%
Added · +3K sh
9Carpenter Technology Corp
Common
$3.3M5.3K
2.4%
+2.9%
Added · +149 sh
10Invesco NASDAQ 100 ETF
ETF
$3.2M10.5K
2.3%
−3.7%
Reduced · −401 sh
11Advanced Micro Devices
Common
$3.0M5.1K
2.2%
+184%
Added · +3K sh
12Interactive Brokers Group
Common
$2.9M33.2K
2.1%
+5.7%
Added · +2K sh
13Schwab U.S. Small-Cap ETF
ETF
$2.7M75.2K
2.0%
−3.2%
Reduced · −3K sh
14Micron Technology Inc
Common
$2.6M2.2K
1.9%
−58%
Reduced · −3K sh
15SPDR Portfolio Mid Cap ETF
ETF
$2.5M36.9K
1.8%
−2.7%
Reduced · −1K sh
16Goldman Sachs Equal Weight US
ETF
$2.4M25.8K
1.8%
−2.5%
Reduced · −656 sh
17Jabil Inc.
Common
$2.3M6.1K
1.7%
+7.2%
Added · +408 sh
18Fidelity Industrials Index ETF
ETF
$2.3M22.8K
1.7%
−1.5%
Reduced · −343 sh
19FormFactor Inc
Common
$2.3M14.2K
1.7%
+3.1%
Added · +422 sh
20SPDR Utilities Select
ETF
$2.3M49.7K
1.7%
−2.1%
Reduced · −1K sh
21Nlight, Inc
Common
$2.2M31.3K
1.6%
+3.0%
Added · +923 sh
22Hewlett Packard Enterprise Co
Common
$2.1M46.7K
1.6%
New
New position
23Western Digital Corp.
Common
$2.1M3.2K
1.5%
−59%
Reduced · −5K sh
24SPDR Cons Staples Slct
ETF
$2.0M24.4K
1.5%
−1.8%
Reduced · −444 sh
25Ciena Corporation
Common
$1.9M4.0K
1.4%
+5.7%
Added · +214 sh
26Tapestry, Inc.
Common
$1.9M13.2K
1.4%
+6.0%
Added · +744 sh
27Anterix Inc.
Common
$1.9M18.4K
1.4%
New
New position
28Amkor Technology Inc
Common
$1.8M21.1K
1.3%
+3.1%
Added · +628 sh
29ON Semiconductor Corp.
Common
$1.8M18.8K
1.3%
New
New position
30TTM Technologies, Inc.
Common
$1.7M9.3K
1.3%
−58%
Reduced · −13K sh
31Liquidia Corporation
Common
$1.7M21.3K
1.2%
+4.0%
Added · +830 sh
32Apple Inc.
Common
$1.7M5.8K
1.2%
+3.7%
Added · +209 sh
33Alphabet Inc. Class C
Common
$1.6M4.5K
1.2%
+6.7%
Added · +283 sh
34Warner Bros. Discovery, Inc.
Common
$1.6M58.6K
1.1%
+6.0%
Added · +3K sh
35Oscar Health, Inc.
Common
$1.5M52.6K
1.1%
New
New position
36Marvell Technology Grp
Common
$1.5M5.0K
1.1%
New
New position
37Modine Manufacturing Co
Common
$1.4M5.4K
1.1%
New
New position
38Mednax, Inc.
Common
$1.3M52.6K
1.0%
+4.0%
Added · +2K sh
39Freeport-McMoRan Inc.
Common
$1.3M21.1K
1.0%
+7.1%
Added · +1K sh
40iShares Barclays 0-5 Yr TIPS
ETF
$1.3M13.0K
1.0%
−3.2%
Reduced · −431 sh
41Intel Corporation
Common
$1.3M9.5K
1.0%
+14%
Added · +1K sh
42SPDR Barclays Interm Term Trea
ETF
$1.3M46.6K
1.0%
−3.0%
Reduced · −1K sh
43Vishay Intertechnology Inc.
Common
$1.3M24.5K
1.0%
New
New position
44AST SpaceMobile, Inc. Class A
Common
$1.3M14.4K
0.9%
+4.1%
Added · +562 sh
45Lincoln Educational Srvcs
Common
$1.2M24.9K
0.9%
+4.0%
Added · +970 sh
46Darling Ingredients Inc.
Common
$1.2M22.2K
0.9%
+3.0%
Added · +651 sh
47CVS Health Corporation
Common
$1.2M11.6K
0.9%
+7.4%
Added · +795 sh
48Victoria's Secret & Co.
Common
$1.2M14.0K
0.9%
+4.0%
Added · +547 sh
49Krystal Biotech, Inc.
Common
$1.2M3.1K
0.9%
+4.1%
Added · +123 sh
50Kodiak Gas Services Inc
Common
$1.2M15.3K
0.8%
+4.0%
Added · +597 sh
Showing 50 of 83 positions
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Filing history

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

$135.9M · Q2 2026Q3 2023 · $53.7MQ2 2026 · $135.9M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Aug 7, 202638d83$135.9M13F-HR
Q1 2026Mar 31, 2026May 6, 202636d80$104.5M13F-HR
Q4 2024Dec 31, 2024Jan 15, 202515d117$78.8M13F-HR
Q3 2024Sep 30, 2024Oct 31, 202431d113$70.5M13F-HR
Q2 2024Jun 30, 2024Jul 31, 202431d114$66.6M13F-HR
Q1 2024Mar 31, 2024May 14, 202444d113$66.0M13F-HR
Q4 2023Dec 31, 2023Feb 15, 202446d109$57.4M13F-HR
Q3 2023Sep 30, 2023Nov 13, 202344d119$53.7M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. 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.