Arkolith/Funds/Hardworking Capital Advisors, LLC

Hardworking Capital Advisors, LLC

CIK 2098583
Holdings as of Jun 30, 2026·disclosed Aug 3, 2026·~34-day 13F lag·13F-HR
Active Filer

Hardworking Capital Advisors, LLC holds a focused book of 84 stocks worth $122.4M as of Q2 2026 (disclosed Aug 3, 2026, a ~34-day 13F lag). This quarter they opened SS SPDR S&P 500 ETF Trust-US and trimmed JPMorgan Ultra-Short Income. Their largest long position is SS SPDR S&P 500 ETF Trust-US at 12% of the equity book. Cloning the disclosed picks since 2026 would be +2% (+4.8%/yr). That is a simulation of the disclosed long book, not audited returns.

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Use Arkolith to show Hardworking Capital Advisors, LLC's latest
holdings, largest changes, and filing provenance.
Opened
2
new positions
Added to
35
existing
Trimmed
42
reduced
Sold out
1
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+2.2%
+4.8%/yr · since Feb '26
Their reported book
+1.7%
held from quarter-end
S&P 500
+11.5%
same window
$9K$10K$10K$11K$11KFeb '26Mar '26Apr '26May '26Jun '26Aug '26
Hardworking Capital Advisors, LLC (copied at disclosure) S&P 500

Growth of $10,000 cloning Hardworking Capital Advisors, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~34 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: focused book

Top 5 holdings
32%
Top 10 holdings
48%
Top 20 holdings
64%

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

Direct sector allocation

39% mapped to company sectors

ETF / fund or unclassified
61%
Information Technology
12%
Consumer Discretionary
9%
Health Care
4%
Consumer Staples
4%
Financials
3%
Industrials
2%
Materials
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

Funds with the most overlap

Other tracked managers holding the same core names as Hardworking Capital Advisors, LLC

Manager / fundShared namesTheir $ in those
HARBOUR INVESTMENTS, INC.80 / 80$1.3B
IFP Advisors, Inc80 / 80$1.1B
ENVESTNET ASSET MANAGEMENT INC79 / 80$64.3B
HighTower Advisors, LLC79 / 80$24.5B
OSAIC HOLDINGS, INC.79 / 80$15.0B
Advisory Services Network, LLC79 / 80$1.8B
JPMORGAN CHASE & CO78 / 80$513.2B
RAYMOND JAMES FINANCIAL INC78 / 80$85.0B

Ranked by how many of Hardworking Capital Advisors, 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.

84 positions
#SecurityValueShares% PortLast moveHistory
1State STR SPDR S&P 500 ETF T
TR UNIT
$14.9M20.0K
12.2%
New
New position
2J P Morgan Exchange Traded F
ULTRA SHRT ETF
$8.2M161.5K
6.7%
−8.1%
Reduced · −14K sh
3Pimco ETF TR
ENHAN SHRT MA AC
$5.9M59.0K
4.9%
−2.3%
Reduced · −1K sh
4Apple Inc
COM
$5.3M18.4K
4.4%
−0.3%
Reduced · −60 sh
5Invesco Actively Managed Exc
ULTRA SHRT DUR
$4.8M96.2K
3.9%
−9.0%
Reduced · −9K sh
6SPDR Series Trust
ST STR BLO 1 ETF
$4.1M44.5K
3.3%
+42%
Added · +13K sh
7Innovator Etfs Trust
US EQT BUFR APR
$4.0M74.9K
3.3%
−6.3%
Reduced · −5K sh
8Innovator Etfs Trust
US EQTY PWR BUF
$3.9M82.4K
3.2%
−5.0%
Reduced · −4K sh
9Innovator Etfs Trust
US EQTY PWR BUF
$3.9M78.3K
3.2%
−5.0%
Reduced · −4K sh
10Amazon Com Inc
COM
$3.1M12.8K
2.5%
−3.9%
Reduced · −515 sh
11Ishares TR
FLTG RATE NT ETF
$2.8M55.6K
2.3%
−2.6%
Reduced · −1K sh
12Ishares U S ETF TR
SHOR DURA BD ETF
$2.6M51.7K
2.1%
−3.8%
Reduced · −2K sh
13Alphabet Inc
CAP STK CL A
$2.6M7.2K
2.1%
−3.5%
Reduced · −259 sh
14First TR Exchng Traded FD VI
FT VEST US EQT
$2.0M42.4K
1.6%
−6.8%
Reduced · −3K sh
15Microsoft Corp
COM
$1.9M5.0K
1.5%
+4.0%
Added · +190 sh
16Innovator Etfs Trust
UNCA BI 20 FL ET
$1.9M126.3K
1.5%
+1.7%
Added · +2K sh
17SPDR Series Trust
ST STR SP DIV
$1.7M10.9K
1.4%
−1.2%
Reduced · −136 sh
18Amgen Inc
COM
$1.6M4.4K
1.3%
+0.8%
Added · +33 sh
19Vanguard Index FDS
S&P 500 ETF SHS
$1.4M2.0K
1.1%
+2.7%
Added · +52 sh
20Invesco Exchange Traded FD T
S&P 500 TOP 50
$1.3M21.2K
1.1%
−3.0%
Reduced · −646 sh
21Vanguard Index FDS
TOTAL STK MKT
$1.3M3.5K
1.1%
Held
22Goldman Sachs ETF TR
ACCES TREASURY
$1.3M12.7K
1.0%
−12%
Reduced · −2K sh
23Innovator Etfs Trust
US EQTY PWR BUF
$1.3M29.1K
1.0%
−3.4%
Reduced · −1K sh
24Ishares TR
TRUST ISHARE 0-1
$1.2M11.2K
1.0%
−19%
Reduced · −3K sh
25Intercontinental Exchange In
COM
$1.2M9.4K
0.9%
+11%
Added · +900 sh
26McDonalds Corp
COM
$1.2M4.3K
0.9%
+2.1%
Added · +89 sh
27Nvidia Corporation
COM
$1.1M5.7K
0.9%
+1.8%
Added · +100 sh
28Public Storage
COM
$1.1M3.6K
0.9%
−3.0%
Reduced · −111 sh
29Walmart Inc
COM
$1.1M9.6K
0.9%
−0.2%
Reduced · −24 sh
30Procter & Gamble Co
COM
$1.0M7.1K
0.9%
+0.5%
Added · +32 sh
31Pepsico Inc
COM
$1.0M7.7K
0.9%
~0%
Reduced · −2 sh
32Johnson & Johnson
COM
$991K3.9K
0.8%
+4.6%
Added · +171 sh
33Colgate Palmolive Co
COM
$959K10.5K
0.8%
−1.8%
Reduced · −193 sh
34Costco Wholesale Corporation
COM
$956K1.0K
0.8%
+1.9%
Added · +19 sh
35Rollins Inc
COM
$955K22.9K
0.8%
+7.4%
Added · +2K sh
36Meta Platforms Inc
CL A
$944K1.7K
0.8%
+1.7%
Added · +28 sh
37Quest Diagnostics Inc
COM
$943K4.4K
0.8%
−1.8%
Reduced · −80 sh
38Starbucks Corp
COM
$922K9.0K
0.8%
−6.0%
Reduced · −571 sh
39Coca Cola Co
COM
$921K11.3K
0.8%
−1.1%
Reduced · −131 sh
40Fastenal Co
COM
$919K19.1K
0.8%
−1.3%
Reduced · −254 sh
41Capital Group Growth ETF
SHS CREAT UNIT
$894K18.9K
0.7%
+1.8%
Added · +336 sh
42Home Depot Inc
COM
$892K2.5K
0.7%
+2.3%
Added · +57 sh
43Oracle Corp
COM
$888K6.1K
0.7%
−1.1%
Reduced · −65 sh
44Smucker J M Co
COM NEW
$886K7.9K
0.7%
−0.3%
Reduced · −28 sh
45Automatic Data Processing In
COM
$876K3.9K
0.7%
+0.8%
Added · +30 sh
46Illinois Tool WKS Inc
COM
$871K3.2K
0.7%
−0.9%
Reduced · −30 sh
47Autozone Inc
COM
$748K234
0.6%
+4.5%
Added · +10 sh
48Vanguard Star FDS
VG TL INTL STK F
$746K8.7K
0.6%
Held
49Zacks Trust
FOCUS GROWTH ETF
$745K23.4K
0.6%
+1.5%
Added · +349 sh
50Monster Beverage Corp New
COM
$719K7.5K
0.6%
−3.7%
Reduced · −287 sh
Showing 50 of 84 positions

Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 3, 202684$122.4M13F-HR
Q1 2026Mar 31, 2026May 8, 202683$106.8M13F-HR
Q4 2025Dec 31, 2025Feb 12, 202684$110.1M13F-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.