Arkolith/Funds/Innovator Capital Management, LLC

Innovator Capital Management, LLC

CIK 1708237Hedge fund
Holdings as of Jun 30, 2026·disclosed Aug 14, 2026·~45-day 13F lag·13F-HR
Active Filer

Innovator Capital Management, LLC holds a concentrated book of 8 stocks worth $2.9B as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter they trimmed Nvidia Corp. Their largest long position is Vanguard S&P 500 ETF at 100% of the equity book.

Opened
0
bought for the first time
no new positions
Added to
1
already held, bought more
Trimmed
7
sold some, still holds it
Sold out
2
exited the position entirely

Concentration

Top-heavy: concentrated book

Top 5 holdings
100%
Top 10 holdings
100%
Top 20 holdings
100%

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

Direct sector allocation

0% mapped to company sectors

ETF / fund or unclassified
100%
Information Technology
0%
Consumer Discretionary
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 Innovator Capital Management, LLC

Manager / fundShared namesTheir $ in those
BlackRock, Inc.10 / 8$1.5T
FMR LLC10 / 8$614.5B
JPMORGAN CHASE & CO10 / 8$348.8B
MORGAN STANLEY10 / 8$334.1B
PRICE T ROWE ASSOCIATES INC /MD/10 / 8$281.3B
NORTHERN TRUST CORP10 / 8$204.6B
BANK OF AMERICA CORP /DE/10 / 8$190.4B
GOLDMAN SACHS GROUP INC10 / 8$162.9B

Ranked by the share of each fund's own book sitting in the names it shares with Innovator Capital Management, LLC: 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 stock's share of the portfolio. Click a row for its position history.

8 positions
#SecurityValueShares% PortLast moveHistory
1Vanguard Index FDS
S&P 500 ETF SHS
$2.9B4.29M
99.9%
+178%
Added · +2.7M sh
2Nvidia Corporation
COM
$625K3.1K
0.0%
−23%
Reduced · −942 sh
3Apple Inc
COM
$553K1.9K
0.0%
−23%
Reduced · −577 sh
4Microsoft Corp
COM
$366K980
0.0%
−23%
Reduced · −285 sh
5Amazon Com Inc
COM
$306K1.3K
0.0%
−25%
Reduced · −425 sh
6Alphabet Inc
CAP STK CL A
$278K778
0.0%
−22%
Reduced · −221 sh
7Alphabet Inc
CAP STK CL C
$239K677
0.0%
−24%
Reduced · −211 sh
8Broadcom Inc
COM
$235K621
0.0%
−23%
Reduced · −183 sh
Showing all 8 positions
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Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 14, 20268$2.9B13F-HR
Q1 2026Mar 31, 2026May 15, 202610$925.0M13F-HR
Q4 2025Dec 31, 2025Feb 17, 20269$3.4M13F-HR
Q3 2025Sep 30, 2025Nov 14, 20259$4.1M13F-HR
Q2 2025Jun 30, 2025Aug 13, 202511$6.5M13F-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. Price-derived performance is withheld until the price-source policy and freshness gate are green.