Arkolith/Funds/International City Management Association Retirement Corp

International City Management Association Retirement Corp

CIK 1691813
Holdings as of Jun 30, 2026·disclosed Aug 5, 2026·~36-day 13F lag·13F-HR
Active Filer

International City Management Association Retirement Corp holds a concentrated book of 6 reported positions worth $230.0M as of Q2 2026 (disclosed Aug 5, 2026, a ~36-day 13F lag). Their largest long position is Ishares Russell Mid-Cap ETF at 34% of the reported non-option book. Cloning the disclosed picks since 2025 would be +10% (+12.0%/yr). That is a simulation of the disclosed long book, not audited returns.

Opened
0
bought for the first time
no new positions
Trimmed
0
sold some, still holds it
no trims
Sold out
0
exited the position entirely
nothing exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+10.4%
+12.0%/yr · since Oct '25
Their reported book
+9.2%
held from quarter-end
S&P 500
+12.7%
same window
$9K$10K$10K$11K$11KOct '25Jan '26Mar '26May '26Jul '26Sep '26
International City Management Association Retirement Corp (copied at disclosure) S&P 500

Growth of $10,000 cloning International City Management Association Retirement Corp's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~36 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: concentrated book

Top 5 holdings
97%
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.

Where the money is, by sector

0% mapped to company sectors

ETFs / funds
100%

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

No trims or exits this quarter.

Funds with the most overlap

Other tracked managers holding the same core names as International City Management Association Retirement Corp

Manager / fundShared namesTheir $ in those
Potomac Fund Management Inc2 / 6$2.7B
Nisa Investment Advisors, LLC3 / 6$13.8B
Toews Corp2 / 6$266.4M
First Command Advisory Services, Inc.3 / 6$5.7B
Bull Oak Capital, LLC2 / 6$114.7M
Valley Forge Investment Consultants Inc Adv2 / 6$142.0M
Ames National Corp3 / 6$66.2M
Fort Henry Capital, LLC2 / 6$65.0M

Ranked by the share of each fund's own book sitting in the names it shares with International City Management Association Retirement Corp: 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.

6 positions
#SecurityValueShares% PortLast moveHistory
1Ishares
ISHARES RUSSELL MID-CAP ETF ETP USD
$77.5M702.1K
33.7%
Held
2Vanguard
VANGUARD SHORT-TERM BOND ETF ETP USD
$60.5M776.8K
26.3%
+30%
Added · +177K sh
3Ishares
ISHARES CORE S&P 500 ETF ETP USD
$60.4M80.6K
26.2%
+1.1%
Added · +875 sh
4Vanguard
VANGUARD SHORT-TERM CORPORATE BOND ETF ETP USD
$14.4M181.6K
6.2%
Held
5SPDR Series Trust
SPDR PORTFOLIO S&P 600 SMALL CAP ETF ETP USD
$10.4M180.6K
4.5%
+12%
Added · +19K sh
6Ishares
ISHARES MSCI EMERGING MARKETS ETF ETP USD
$6.9M101.3K
3.0%
+1.6%
Added · +2K sh
Showing all 6 positions
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Filing history

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

$230.0M · Q2 2026Q3 2025 · $195.8MQ2 2026 · $230.0M

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

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Aug 5, 202636d6$230.0M13F-HR
Q1 2026Mar 31, 2026May 11, 202641d6$195.2M13F-HR
Q4 2025Dec 31, 2025Jan 27, 202627d6$196.9M13F-HR
Q3 2025Sep 30, 2025Oct 31, 202531d6$195.8M13F-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.