Arkolith/Funds/Holcombe Financial, Inc.

Holcombe Financial, Inc.

CIK 2056177
Holdings as of Jun 30, 2026·disclosed Jul 13, 2026·~13-day 13F lag·13F-HR
Active Filer

Holcombe Financial, Inc. holds a focused book of 51 stocks worth $177.1M as of Q2 2026 (disclosed Jul 13, 2026, a ~45-day 13F lag). This quarter they opened Caterpillar Inc and trimmed Apple Inc. Their largest long position is Apple Inc at 14% of the equity book.

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holdings, largest changes, and filing provenance.
Opened
5
new positions
Added to
22
existing
Trimmed
15
reduced
Sold out
3
exited

Concentration

Top-heavy: focused book

Top 5 holdings
50%
Top 10 holdings
75%
Top 20 holdings
91%

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

Direct sector allocation

24% mapped to company sectors

ETF / fund or unclassified
76%
Information Technology
16%
Financials
3%
Consumer Discretionary
1%
Industrials
1%
Energy
1%
Health Care
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

Holdings: largest first

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

51 positions
#SecurityValueShares% PortLast moveHistory
1Apple Inc
COM
$24.9M85.9K
14.0%
−1.6%
Reduced · −1K sh
2Schwab Strategic TR
SHT TM US TRES
$24.8M1.03M
14.0%
−0.4%
Reduced · −4K sh
3Listed FDS TR
OVERLAY SHARES
$14.8M354.9K
8.4%
+1.1%
Added · +4K sh
4Schwab Strategic TR
INT-TRM U.S TRES
$12.5M506.2K
7.0%
−1.0%
Reduced · −5K sh
5Doubleline ETF Trust
OPPO CORE BD ETF
$12.2M268.5K
6.9%
+3.3%
Added · +9K sh
6Listed FDS TR
OVERLAY SHS SHRT
$11.7M534.4K
6.6%
+1.5%
Added · +8K sh
7Ishares TR
0-5 YR TIPS ETF
$11.7M114.1K
6.6%
−0.9%
Reduced · −1K sh
8American Centy ETF TR
INTL EQT ETF
$7.7M86.4K
4.3%
−0.3%
Reduced · −262 sh
9Flexshares TR
INTL QLTDV IDX
$6.6M192.4K
3.8%
+4.4%
Added · +8K sh
10American Centy ETF TR
US EQT ETF
$6.2M48.6K
3.5%
+4.6%
Added · +2K sh
11Doubleline ETF Trust
COMMERCIAL REAL
$6.1M118.4K
3.5%
−2.1%
Reduced · −3K sh
12Simplify Exchange Traded Fun
SIMPLIFY INTERST
$4.3M99.2K
2.4%
−0.3%
Reduced · −313 sh
13American Centy ETF TR
US SML CP VALU
$3.8M30.4K
2.1%
+4.2%
Added · +1K sh
14Sprott FDS TR
SILVER MINERS
$2.6M52.5K
1.5%
+5.0%
Added · +2K sh
15American Centy ETF TR
INTL SMCP VLU
$2.4M23.0K
1.3%
+3.0%
Added · +659 sh
16Berkshire Hathaway Inc Del
CL A
$2.2M3
1.3%
Held
17Walmart Inc
COM
$1.6M14.2K
0.9%
−1.1%
Reduced · −152 sh
18Abrdn Platinum ETF Trust
PHYSCL PLATM SHS
$1.5M108.1K
0.9%
10×
Added · +98K sh
19Exxon Mobil Corp
COM
$1.4M10.2K
0.8%
Held
20Onterris Inc
COM
$1.3M63.2K
0.7%
+33%
Added · +16K sh
21JPMorgan Chase & Co
COM
$1.1M3.4K
0.6%
+8.3%
Added · +261 sh
22Alphabet Inc
CAP STK CL C
$1.0M2.9K
0.6%
Held
23Alphabet Inc
CAP STK CL A
$1.0M2.8K
0.6%
+4.8%
Added · +129 sh
24Vaneck ETF Trust
JUNIOR GOLD MINE
$847K8.6K
0.5%
+1.7%
Added · +148 sh
25Sprott ETF Trust
JR GOLD MINERS E
$833K11.0K
0.5%
+1.7%
Added · +181 sh
26Sprott FDS TR
URANI MINER ETF
$734K14.0K
0.4%
+9.5%
Added · +1K sh
27Sprott FDS TR
COPPER MINER ETF
$732K19.1K
0.4%
+13%
Added · +2K sh
28Simplify Exchange Traded Fun
GOLD STRATEGY ET
$701K22.3K
0.4%
+5.2%
Added · +1K sh
29Dimensional ETF Trust
WORLD EX US CORE
$698K18.9K
0.4%
−0.3%
Reduced · −66 sh
30Chevron Corporation
COM
$575K3.5K
0.3%
Held
31Ishares TR
CORE S&P500 ETF
$569K760
0.3%
−4.8%
Reduced · −38 sh
32Johnson & Johnson
COM
$566K2.2K
0.3%
+4.0%
Added · +86 sh
33Home Depot Inc
COM
$556K1.6K
0.3%
−13%
Reduced · −229 sh
34American Centy ETF TR
AVANTIS ALL EQT
$550K5.6K
0.3%
+0.7%
Added · +36 sh
35Bondbloxx ETF Trust
BLOOMBERG SIX MN
$511K10.2K
0.3%
−5.9%
Reduced · −637 sh
36Ishares Inc
MSCI BRAZIL ETF
$511K14.8K
0.3%
−1.8%
Reduced · −273 sh
37Southern Co
COM
$488K5.1K
0.3%
+0.7%
Added · +37 sh
38Caterpillar Inc
COM
$449K422
0.3%
New
New position
39Flexshares TR
IBOXX 3R TARGT
$439K18.3K
0.2%
+5.0%
Added · +866 sh
40Microsoft Corp
COM
$422K1.1K
0.2%
+58%
Added · +416 sh
41Ishares TR
CORE MSCI EAFE
$390K4.0K
0.2%
−6.7%
Reduced · −289 sh
42Amazon Com Inc
COM
$372K1.6K
0.2%
−1.9%
Reduced · −31 sh
43Invesco Ltd
SHS
$372K14.1K
0.2%
Held
44Eli Lilly & Co
COM
$371K309
0.2%
New
New position
45Duke Energy Corp New
COM NEW
$361K2.9K
0.2%
Held
46Bondbloxx ETF Trust
BLOOMBERG ONE YR
$334K6.8K
0.2%
Held
47Intel Corp
COM
$311K2.2K
0.2%
New
New position
48Coca Cola Co
COM
$260K3.2K
0.1%
Held
49Jacobs Solutions Inc
COM
$252K2.0K
0.1%
Held
50Nvidia Corporation
COM
$232K1.2K
0.1%
New
New position
Showing 50 of 51 positions

Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 13, 202651$177.1M13F-HR
Q1 2026Mar 31, 2026Apr 20, 202649$170.2M13F-HR
Q4 2025Dec 31, 2025Jan 27, 202648$159.3M13F-HR
Q3 2025Sep 30, 2025Oct 27, 202542$143.2M13F-HR
Q2 2025Jun 30, 2025Jul 8, 202541$132.8M13F-HR
Q1 2025Mar 31, 2025Apr 28, 202540$120.4M13F-HR
Q4 2024Dec 31, 2024Feb 13, 202537$121.5M13F-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. Price-derived performance is withheld until the price-source policy and freshness gate are green.