Arkolith/Funds/J. R. Prunier Capital Management LLC

J. R. Prunier Capital Management LLC

CIK 2136331
Holdings as of Mar 31, 2026·disclosed Jun 15, 2026·~76-day 13F lag·13F-HR
Active Filer

J. R. Prunier Capital Management LLC holds a concentrated book of 52 stocks worth $235.2M as of Q1 2026 (disclosed Jun 15, 2026, a ~45-day 13F lag). This quarter they opened Victory Portfolios II and trimmed Vanguard Index Funds. Their largest long position is Vanguard Index Funds at 35% of the equity book.

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holdings, largest changes, and filing provenance.
Opened
2
new positions
Added to
13
existing
Trimmed
18
reduced
Sold out
6
exited

Concentration

Top-heavy: concentrated book

Top 5 holdings
64%
Top 10 holdings
83%
Top 20 holdings
93%

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%

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
  • Dimensional ETF Trust
    +26%$1.9M
  • Victory Portfolios II
    New$1.9M
  • John Hancock Exchange-Traded Fund Trust
    +7.3%$957K
  • Victory Portfolios II
    +37%$781K
  • iShares Trust
    +3.5%$575K
  • Waters Corporation
    New$260K
Trimmed / exited
  • iShares Trust
    −16%$2.6M
  • JPMorgan Exchange-Traded Fund Trust
    −27%$1.7M
  • Invesco QQQ Trust
    −12%$623K
  • Vanguard Specialized Funds
    −2.4%$552K
  • Intuit Inc.
    −47%$398K
  • Cadence Design Systems Inc.
    −37%$375K

Holdings: largest first

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

67 positions
#SecurityValueShares% PortLast moveHistory
1Vanguard Index Funds
VANGUARD TOTAL STOCK MARKET ETF
$46.0M143.2K
19.5%
−0.1%
Reduced · −110 sh
2Vanguard Index Funds
VANGUARD S&P 500 ETF
$36.4M60.8K
15.5%
+0.1%
Added · +47 sh
3Vanguard Specialized Funds
VANGUARD DIVIDEND APPRECIATION ETF
$22.5M104.6K
9.6%
−2.4%
Reduced · −3K sh
4iShares Trust
ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF
$16.4M189.5K
7.0%
+3.6%
Added · +7K sh
5SPDR Gold Trust
SPDR GOLD SHARES
$13.9M32.3K
5.9%
~0%
Reduced · −15 sh
6John Hancock Exchange-Traded Fund Trust
JOHN HANCOCK MULTIFACTOR MID CAP ETF
$12.1M180.0K
5.1%
+0.8%
Added · +1K sh
7Invesco Exchange-Traded Fund Trust II
INVESCO S&P 500 EQUAL WEIGHT ETF
$10.8M56.5K
4.6%
+0.3%
Added · +200 sh
8iShares Trust
ISHARES CORE S&P 500 ETF
$6.4M9.8K
2.7%
+14%
Added · +1K sh
9Dimensional ETF Trust
DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF
$6.4M164.7K
2.7%
+15%
Added · +21K sh
10iShares Trust
ISHARES CORE MSCI EMERGING MARKETS ETF
$6.2M89.4K
2.7%
+2.8%
Added · +2K sh
11Invesco QQQ Trust
INVESCO QQQ TRUST SERIES I
$4.5M7.8K
1.9%
−12%
Reduced · −1K sh
12iShares Trust
ISHARES CORE S&P SMALL CAP ETF
$4.2M33.8K
1.8%
−0.1%
Reduced · −36 sh
13iShares Trust
ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF
$3.9M46.2K
1.6%
+1.1%
Added · +487 sh
14Victory Portfolios II
VICTORYSHARES CORE INTERMEDIATE BOND ETF
$2.9M61.1K
1.2%
+37%
Added · +17K sh
15Vanguard Tax-Managed Funds
VANGUARD FTSE DEVELOPED MARKETS ETF
$2.8M43.0K
1.2%
−8.3%
Reduced · −4K sh
16iShares Trust
ISHARES MSCI EAFE ETF
$2.5M25.7K
1.1%
−0.3%
Reduced · −70 sh
17Dimensional ETF Trust
DIMENSIONAL U.S. SMALL CAP ETF
$2.3M32.0K
1.0%
+10%
Added · +3K sh
18Apple Inc.
APPLE INC COM
$2.2M8.5K
0.9%
−0.4%
Reduced · −37 sh
19Victory Portfolios II
VICTORYSHARES FREE CASH FLOW ETF
$1.9M48.1K
0.8%
New
New position
20John Hancock Exchange-Traded Fund Trust
JOHN HANCOCK MORTGAGE-BACKED SECURITIES ETF
$1.7M78.5K
0.7%
+26%
Added · +16K sh
21iShares Gold Trust
ISHARES GOLD TRUST
$1.7M19.5K
0.7%
+0.8%
Added · +150 sh
22NextEra Energy Inc.
NEXTERA ENERGY INC COM
$1.6M17.3K
0.7%
~0%
Added · +1 sh
23Moody's Corporation
MOODYS CORP COM
$1.5M3.5K
0.6%
Held
24JPMorgan Exchange-Traded Fund Trust
JPMORGAN CORE PLUS BOND ETF
$1.5M31.2K
0.6%
−38%
Reduced · −19K sh
25JPMorgan Exchange-Traded Fund Trust
JPMORGAN U.S. QUALITY FACTOR ETF
$1.4M22.7K
0.6%
−50%
Reduced · −22K sh
26Deere & Company
DEERE & CO COM
$1.3M2.3K
0.6%
Held
27Johnson & Johnson
JOHNSON & JOHNSON COM
$1.1M4.5K
0.5%
Held
28Merck & Co. Inc.
MERCK & CO INC COM
$1.0M8.6K
0.4%
Held
29Becton Dickinson and Company
BECTON DICKINSON & CO COM
$1.0M6.5K
0.4%
Held
30PepsiCo Inc.
PEPSICO INC COM
$877K5.7K
0.4%
−0.1%
Reduced · −6 sh
31JPMorgan Exchange-Traded Fund Trust
JPMORGAN INCOME ETF
$800K17.4K
0.3%
+10%
Added · +2K sh
32Amazon.com Inc.
AMAZON COM INC COM
$776K3.7K
0.3%
−29%
Reduced · −2K sh
33Visa Inc.
VISA INC COM CL A
$714K2.4K
0.3%
−32%
Reduced · −1K sh
34HCA Healthcare Inc.
HCA HEALTHCARE INC COM
$705K1.5K
0.3%
Held
35Dimensional ETF Trust
DIMENSIONAL EMERGING CORE EQUITY MARKET ETF
$681K20.1K
0.3%
New
New position
36Cadence Design Systems Inc.
CADENCE DESIGN SYSTEM INC COM
$628K2.3K
0.3%
−37%
Reduced · −1K sh
37Linde plc
LINDE PLC SHS
$620K1.3K
0.3%
Held
38iShares Trust
ISHARES CORE MSCI EAFE ETF
$566K6.2K
0.2%
+0.3%
Added · +20 sh
39iShares Trust
ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF
$544K4.9K
0.2%
+0.6%
Added · +29 sh
40Invesco Exchange-Traded Fund Trust II
INVESCO KBW BANK ETF
$539K6.8K
0.2%
+15%
Added · +912 sh
41iShares Trust
ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF
$527K6.6K
0.2%
−71%
Reduced · −16K sh
42JPMorgan Exchange-Traded Fund Trust
JPMORGAN MUNICIPAL ETF
$523K10.5K
0.2%
+2.5%
Added · +252 sh
43FedEx Corporation
FEDEX CORP COM
$509K1.4K
0.2%
Held
44SSGA Active Trust
STATE STREET SPDR MSCI USA STRATEGICFACTORS ETF
$488K2.8K
0.2%
Held
45Vanguard Specialized Funds
VANGUARD HIGH DIVIDEND YIELD INDEX ETF
$460K3.1K
0.2%
Held
46Intuit Inc.
INTUIT COM
$445K1.0K
0.2%
−47%
Reduced · −920 sh
47iShares Trust
ISHARES GLOBAL HEALTHCARE ETF
$433K4.6K
0.2%
+7.3%
Added · +314 sh
48Johnson Controls International plc
JOHNSON CTLS INTL PLC SHS
$433K3.3K
0.2%
Held
49iShares Trust
ISHARES MSCI EAFE SMALL-CAP ETF
$420K5.4K
0.2%
−7.2%
Reduced · −414 sh
50Capital One Financial Corporation
CAPITAL ONE FINL CORP COM
$410K2.3K
0.2%
Held
Showing 50 of 67 positions

Filing history

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

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026Jun 15, 202667$235.2M13F-HR
Q4 2025Dec 31, 2025Jun 15, 202670$240.6M13F-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.