Arkolith/Funds/J. L. Bainbridge & Co., Inc.

J. L. Bainbridge & Co., Inc.

CIK 1742315
Holdings as of Jun 30, 2026·disclosed Jul 22, 2026·~22-day 13F lag·13F-HR
Active Filer

J. L. Bainbridge & Co., Inc. holds a focused book of 111 stocks worth $1.3B as of Q2 2026 (disclosed Jul 22, 2026, a ~45-day 13F lag). This quarter they opened Agilent Technologies Inc and trimmed Apple Inc. Their largest long position is Apple Inc at 10% of the equity book. They also disclosed $16.0M in call options (bullish), shown separately below and excluded from the equity book. Cloning the disclosed picks since 2024 would be +18% (+10.5%/yr). That is a simulation of the disclosed long book, not audited returns.

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Use Arkolith to show J. L. Bainbridge & Co., Inc.'s latest
holdings, largest changes, and filing provenance.
Opened
36
new positions
Added to
37
existing
Trimmed
38
reduced
Sold out
5
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+18.5%
+10.5%/yr · since Nov '24
Their reported book
+27.4%
held from quarter-end
S&P 500
+26.6%
same window
$8K$9K$10K$12K$13KNov '24Mar '25Jul '25Nov '25Mar '26Jul '26
J. L. Bainbridge & Co., Inc. (copied at disclosure) S&P 500

The reported book (valued from quarter-end) returned +27.4%, a 8.9-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.

Growth of $10,000 cloning J. L. Bainbridge & Co., Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, 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
40%
Top 10 holdings
67%
Top 20 holdings
92%

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

Direct sector allocation

93% mapped to company sectors

Information Technology
49%
Financials
17%
Consumer Discretionary
12%
Health Care
9%
ETF / fund or unclassified
7%
Industrials
6%
Utilities
1%
Communication Services
1%

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.

111 positions
#SecurityValueShares% PortLast moveHistory
1Apple Inc Com
Stock
$130.5M450.9K
10.4%
−2.2%
Reduced · −10K sh
2Microsoft Corp Com
Stock
$117.3M314.6K
9.4%
−0.8%
Reduced · −3K sh
3Alphabet Inc Cap STK CL A
Stock
$86.3M241.5K
6.9%
−1.8%
Reduced · −4K sh
4Goldman Sachs Group Inc Com
Stock
$84.5M83.6K
6.7%
−1.7%
Reduced · −1K sh
5Amazon Com Inc Com
Stock
$78.0M327.3K
6.2%
+15%
Added · +42K sh
6Eli Lilly & Co Com
Stock
$74.0M61.7K
5.9%
+0.5%
Added · +283 sh
7Taiwan Semiconductor Manufact Sponsored Ads
ADR
$69.9M146.3K
5.6%
−1.3%
Reduced · −2K sh
8Alphabet Inc Cap STK CL C
Stock
$68.4M193.5K
5.5%
−0.6%
Reduced · −1K sh
9Eaton Corp PLC SHS
Stock
$66.7M156.4K
5.3%
−1.3%
Reduced · −2K sh
10Blackstone Inc Com
Stock
$63.4M539.0K
5.1%
+72%
Added · +226K sh
11Meta Platforms Inc CL A
Stock
$53.4M94.7K
4.3%
+5.0%
Added · +5K sh
12General MTRS Co Com
Stock
$43.4M562.6K
3.5%
−1.1%
Reduced · −7K sh
13Nvidia Corporation Com
Stock
$39.7M198.2K
3.2%
+34%
Added · +50K sh
14Ge Aerospace Com New
Stock
$38.0M101.8K
3.0%
−1.6%
Reduced · −2K sh
15The Cigna Group Com
Stock
$29.0M105.3K
2.3%
−15%
Reduced · −18K sh
16Ishares Large Cap Max Buffer Sep ETF
ETF
$26.4M947.1K
2.1%
−32%
Reduced · −451K sh
17Berkshire Hathaway Inc Del CL B New
Stock
$24.2M48.3K
1.9%
+1.1%
Added · +539 sh
18Disney Walt Co Com
Stock
$20.8M216.6K
1.7%
+3.5%
Added · +7K sh
19American Express Co Com
Stock
$20.3M59.9K
1.6%
−0.5%
Reduced · −325 sh
20Ishares Large Cap Max Buffer Jun ETF
ETF
$16.1M552.3K
1.3%
−39%
Reduced · −350K sh
21Ishares Large Cap Max Buffer Dec ETF
ETF
$15.9M581.5K
1.3%
−15%
Reduced · −101K sh
22NextEra Energy Inc Com
Stock
$9.7M110.5K
0.8%
−1.2%
Reduced · −1K sh
23Netflix Inc. Com
Stock
$7.5M104.5K
0.6%
+482%
Added · +87K sh
24US Bancorp Com New
Stock
$6.0M98.5K
0.5%
Held
25Ishares Large Cap Max Buffer Mar ETF
ETF
$5.2M193.2K
0.4%
+26%
Added · +39K sh
26Salesforce Inc Com
Stock
$4.1M26.5K
0.3%
−6.6%
Reduced · −2K sh
27Agilent Technologies Inc Com
Stock
$3.6M27.1K
0.3%
New
New position
28Vanguard Total Stock Market ETF
ETF
$3.3M8.8K
0.3%
+0.4%
Added · +32 sh
29Invesco QQQ Trust Series I
ETF
$3.2M4.4K
0.3%
+0.4%
Added · +16 sh
30Delta Air Lines Inc Com New
Stock
$2.4M25.4K
0.2%
−93%
Reduced · −351K sh
31Popular Inc Com New
Stock
$1.7M10.6K
0.1%
Held
32Broadcom Inc Com
Stock
$1.7M4.5K
0.1%
+0.7%
Added · +29 sh
33BlackRock Inc Com
Stock
$1.6M1.7K
0.1%
Held
34State Street SPDR S&P 500 ETF
ETF
$1.6M2.1K
0.1%
−6.2%
Reduced · −140 sh
35Schwab Charles Corp Com
Stock
$1.4M15.6K
0.1%
+0.1%
Added · +10 sh
36Trico Bancshares Com
Stock
$1.2M23.0K
0.1%
Held
37Procter & Gamble Co Com
Stock
$1.2M8.1K
0.1%
Held
38Micron Technology Inc Com
Stock
$1.1M990
0.1%
−17%
Reduced · −203 sh
39Walmart Inc Com
Stock
$1.1M9.9K
0.1%
+1.7%
Added · +170 sh
40Tesla Inc Com
Stock
$953K2.3K
0.1%
+2.0%
Added · +44 sh
41JPMorgan Chase & Co Com
Stock
$946K2.9K
0.1%
−4.8%
Reduced · −145 sh
42Home Depot Inc Com
Stock
$905K2.6K
0.1%
+0.5%
Added · +12 sh
43Sandisk Corp Com
Stock
$850K374
0.1%
Held
44Johnson & Johnson Com
Stock
$821K3.2K
0.1%
~0%
Added · +1 sh
45Vanguard Information Technology ETF
ETF
$797K6.7K
0.1%
+694%
Added · +6K sh
46Schwab Fundamental U.S. Small Company ETF
ETF
$705K18.5K
0.1%
+3.0%
Added · +532 sh
47Costco Wholesale Corporation Com
Stock
$659K705
0.1%
+0.7%
Added · +5 sh
48Philip Morris Intl Inc Com
Stock
$632K3.5K
0.1%
Held
49Ge Vernova Inc Com
Stock
$620K528
0.0%
+0.2%
Added · +1 sh
50Schwab U.S. Small-Cap ETF
ETF
$600K16.6K
0.0%
−8.6%
Reduced · −2K sh
Showing 50 of 111 positions

Largest options & derivatives disclosed

Put / call positions from the 13F — totals include every disclosed option leg

Call notional (bullish)$16.0M
TypeUnderlyingNotional valueUnderlying shares
CALL · bullishAMAZON.COM INCAMZN$6.0M25K
CALL · bullishGENERAL MOTORS COGM$4.4M58K
CALL · bullishGENERAL ELECTRICGE$2.8M8K
CALL · bullishTHE CIGNA GROUPCI$2.8M10K

13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.

Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 22, 2026117$1.3B13F-HR
Q1 2026Mar 31, 2026Apr 22, 2026108$1.1B13F-HR
Q4 2025Dec 31, 2025Jan 14, 2026108$1.2B13F-HR
Q3 2025Sep 30, 2025Oct 17, 2025108$1.2B13F-HR
Q2 2025Jun 30, 2025Aug 12, 2025106$1.1B13F-HR
Q1 2025Mar 31, 2025Apr 24, 2025103$997.4M13F-HR
Q4 2024Dec 31, 2024Feb 10, 2025107$1.1B13F-HR
Q3 2024Sep 30, 2024Nov 12, 2024105$1.0B13F-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. The performance line is a simulation of the disclosed long book, not an audited return.