Arkolith/Funds/Intech Investment Management LLC

Intech Investment Management LLC

CIK 1086318
Holdings as of Mar 31, 2026·disclosed May 8, 2026·~38-day 13F lag·13F-HR
Active Filer

Intech Investment Management LLC holds a diversified book of 2091 stocks worth $10.2B as of Q1 2026 (disclosed May 8, 2026, a ~45-day 13F lag). This quarter they opened AstraZeneca PLC and trimmed Apple Inc. Their largest long position is Nvidia Corp at 6% of the equity book.

Build

Build on this 13F portfolio

The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.

Build

Ask your agent what Intech Investment Management LLC owns

This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/funds/1086318/holdings"
Ask your agent
Use Arkolith to show INTECH INVESTMENT MANAGEMENT LLC's latest
holdings, largest changes, and filing provenance.
Opened
92
new positions
Added to
547
existing
Trimmed
1,437
reduced
Sold out
308
exited

Concentration

Top-heavy: diversified book

Top 5 holdings
20%
Top 10 holdings
29%
Top 20 holdings
36%

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

Direct sector allocation

99% mapped to company sectors

Information Technology
36%
Financials
13%
Industrials
11%
Health Care
10%
Consumer Discretionary
10%
Materials
5%
Utilities
4%
Real Estate
4%

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.

2,091 positions
#SecurityValueShares% PortLast moveHistory
1Nvidia Corporation
COM
$657.1M3.77M
6.5%
+0.6%
Added · +24K sh
2Microsoft Corp
COM
$464.6M1.26M
4.6%
+18%
Added · +195K sh
3Apple Inc
COM
$403.6M1.59M
4.0%
−4.9%
Reduced · −82K sh
4Alphabet Inc
CAP STK CL A
$279.7M972.7K
2.8%
+81%
Added · +436K sh
5Broadcom Inc
COM
$253.2M817.9K
2.5%
−3.2%
Reduced · −27K sh
6Alphabet Inc
CAP STK CL C
$226.4M789.4K
2.2%
+81%
Added · +353K sh
7Meta Platforms Inc
CL A
$189.6M331.4K
1.9%
−27%
Reduced · −125K sh
8Amazon Com Inc
COM
$168.2M807.6K
1.7%
−22%
Reduced · −228K sh
9Eli Lilly & Co
COM
$148.3M161.2K
1.5%
+63%
Added · +62K sh
10Tesla Inc
COM
$143.9M387.2K
1.4%
+16%
Added · +54K sh
11Tidal Trust III
INTECH S&P SMALL
$114.7M4.88M
1.1%
Held
12Palantir Technologies Inc
CL A
$96.5M659.8K
0.9%
+18%
Added · +101K sh
13Cisco Sys Inc
COM
$74.8M963.8K
0.7%
−17%
Reduced · −195K sh
14Toronto Dominion BK Ont
COM NEW
$65.9M708.0K
0.6%
+57%
Added · +257K sh
15American Tower Corp
COM
$65.1M376.9K
0.6%
+30%
Added · +87K sh
163M Co
COM
$63.7M438.8K
0.6%
+17%
Added · +63K sh
17Booking Holdings Inc
COM
$63.0M15.0K
0.6%
+5.3%
Added · +753 sh
18Micron Technology Inc
COM
$63.0M186.5K
0.6%
+55%
Added · +66K sh
19Netflix Inc.
COM
$58.4M607.8K
0.6%
−49%
Reduced · −574K sh
20Bank Nova Scotia B C
COM
$57.4M830.2K
0.6%
+1.0%
Added · +8K sh
21Goldman Sachs Group Inc
COM
$57.0M67.4K
0.6%
+1.1%
Added · +758 sh
22Ge Vernova Inc
COM
$56.0M64.1K
0.6%
−20%
Reduced · −16K sh
23Deutsche BK AG
NAMEN AKT
$54.0M1.87M
0.5%
+90%
Added · +886K sh
24Oracle Corp
COM
$53.7M365.1K
0.5%
−29%
Reduced · −146K sh
25Eog Res Inc
COM
$52.5M363.1K
0.5%
+21%
Added · +63K sh
26Johnson & Johnson
COM
$52.1M213.0K
0.5%
+85%
Added · +98K sh
27Citigroup Inc
COM NEW
$49.3M434.7K
0.5%
+17%
Added · +64K sh
28Adobe Inc
COM
$48.3M198.7K
0.5%
−31%
Reduced · −91K sh
29Aon PLC
SHS CL A
$46.6M144.4K
0.5%
−7.5%
Reduced · −12K sh
30Lockheed Martin Corp
COM
$43.0M71.1K
0.4%
−28%
Reduced · −27K sh
31Sysco Corp
COM
$42.4M593.9K
0.4%
+36%
Added · +158K sh
32JPMorgan Chase & Co
COM
$41.5M140.9K
0.4%
−39%
Reduced · −88K sh
33Walmart Inc
COM
$41.0M330.1K
0.4%
−29%
Reduced · −137K sh
34Unitedhealth Group Inc
COM
$39.9M147.4K
0.4%
+60%
Added · +55K sh
35Allstate Corp
COM
$39.8M192.1K
0.4%
+5.5%
Added · +10K sh
36Caterpillar Inc
COM
$38.2M53.9K
0.4%
+105%
Added · +28K sh
37PG&E Corp
COM
$37.1M2.11M
0.4%
−5.1%
Reduced · −115K sh
38Zoetis Inc
CL A
$36.9M311.9K
0.4%
−33%
Reduced · −152K sh
39American Express Co
COM
$35.4M116.9K
0.3%
+47%
Added · +37K sh
40Royal BK Cda
COM
$35.2M218.6K
0.3%
+19%
Added · +35K sh
41Howmet Aerospace Inc
COM
$34.6M150.1K
0.3%
+161%
Added · +93K sh
42McKesson Corp
COM
$34.5M39.9K
0.3%
+1.0%
Added · +413 sh
43Duke Energy Corp New
COM NEW
$33.3M253.9K
0.3%
+2.6%
Added · +7K sh
44Philip Morris Intl Inc
COM
$32.8M198.4K
0.3%
−17%
Reduced · −41K sh
45Cbre Group Inc
CL A
$32.6M241.0K
0.3%
+4.2%
Added · +10K sh
46Doordash Inc
CL A
$32.6M217.0K
0.3%
−14%
Reduced · −36K sh
47Keysight Technologies Inc
COM
$32.5M115.2K
0.3%
+38%
Added · +32K sh
48Travelers Companies Inc
COM
$32.5M111.3K
0.3%
−6.7%
Reduced · −8K sh
49Cardinal Health Inc
COM
$30.9M146.2K
0.3%
−30%
Reduced · −62K sh
50General MTRS Co
COM
$30.6M411.1K
0.3%
−19%
Reduced · −95K sh
Showing 50 of 2,091 positions

Filing history

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

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 8, 20262,655$10.2B13F-HR
Q4 2025Dec 31, 2025Feb 10, 20262,875$11.2B13F-HR
Q3 2025Sep 30, 2025Nov 12, 20252,994$11.2B13F-HR
Q2 2025Jun 30, 2025Aug 8, 20253,025$10.7B13F-HR
Q1 2025Mar 31, 2025May 20, 20253,106$9.7B13F-HR
Q4 2024Dec 31, 2024Feb 11, 20252,978$10.3B13F-HR
Q3 2024Sep 30, 2024Nov 8, 20242,575$8.9B13F-HR
Q2 2024Jun 30, 2024Aug 12, 20241,661$8.0B13F-HR
Q1 2024Mar 31, 2024Aug 2, 2024642$7.1B13F-HR/A
Q4 2023Dec 31, 2023Oct 18, 2024689$6.9B13F-HR/A
Q3 2023Sep 30, 2023Oct 18, 2024704$6.8B13F-HR/A
Q2 2023Jun 30, 2023Oct 18, 2024702$9.7B13F-HR/A
Q1 2023Mar 31, 2023Oct 18, 2024683$12.4B13F-HR/A
Q4 2022Dec 31, 2022Oct 18, 2024923$13.3B13F-HR/A
Q3 2022Sep 30, 2022Oct 18, 2024922$13.3B13F-HR/A
Q2 2022Jun 30, 2022Aug 10, 2022999$17.4B13F-HR
Amended / restated
  • Q1 2024 · filed May 10, 202413F-HR · superseded
  • Q4 2023 · filed Feb 9, 202413F-HR · superseded
  • Q3 2023 · filed Nov 13, 202313F-HR · superseded
  • Q2 2023 · filed Aug 9, 202313F-HR · superseded
  • Q1 2023 · filed May 10, 202313F-HR · superseded
  • Q4 2022 · filed Feb 9, 202313F-HR · superseded
  • Q3 2022 · filed Nov 10, 202213F-HR · superseded

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.