Arkolith/Funds/KM Capital Management Ltd.

KM Capital Management Ltd.

CIK 1963514
Holdings as of Mar 31, 2026·disclosed May 15, 2026·~45-day 13F lag·13F-HR
Active Filer

KM Capital Management Ltd. holds a concentrated book of 76 stocks worth $148.6M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Ishares LT National Muni BD and trimmed Dimensional US Eq MKT ETF. Their largest long position is Dimensional US Eq MKT ETF at 24% of the equity book.

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holdings, largest changes, and filing provenance.
Opened
49
new positions
Added to
4
existing
Trimmed
23
reduced
Sold out
6
exited

Concentration

Top-heavy: concentrated book

Top 5 holdings
62%
Top 10 holdings
83%
Top 20 holdings
95%

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

Direct sector allocation

2% mapped to company sectors

ETF / fund or unclassified
98%
Financials
2%
Utilities
0%
Information Technology
0%
Energy
0%
Communication Services
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

Holdings: largest first

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

76 positions
#SecurityValueShares% PortLast moveHistory
1Dimensional ETF Trust
US EQUITY MARKET
$35.8M443.1K
24.1%
−2.8%
Reduced · −13K sh
2Ishares TR
LONG TERM MUNI
$20.7M411.2K
14.0%
New
New position
3Dimensional ETF Trust
INTERNATNAL VAL
$14.6M262.9K
9.8%
−9.5%
Reduced · −28K sh
4Ishares Inc
CORE MSCI EMKT
$12.1M148.0K
8.2%
−1.9%
Reduced · −3K sh
5Invesco QQQ TR
UNIT SER 1
$9.5M13.3K
6.4%
New
New position
6BlackRock ETF Trust
ISHARES US EQUIT
$8.0M120.7K
5.4%
−11%
Reduced · −14K sh
7Ishares TR
U S EQUITY FACTR
$6.6M89.3K
4.4%
−1.4%
Reduced · −1K sh
8Ishares TR
MSCI USA QLT FCT
$5.9M28.1K
4.0%
−3.6%
Reduced · −1K sh
9T Rowe Price ETF Inc
CAP APPRECIATION
$5.7M141.7K
3.8%
New
New position
10BlackRock ETF Trust
ISHARES US THEMA
$4.6M108.4K
3.1%
−4.3%
Reduced · −5K sh
11SPDR Series Trust
STATE STREET SPD
$3.6M138.3K
2.4%
−39%
Reduced · −88K sh
12Dimensional ETF Trust
US CORE EQUITY 2
$2.5M57.5K
1.7%
−1.9%
Reduced · −1K sh
13BlackRock ETF Trust
ISHARES INTL CTR
$2.4M66.2K
1.6%
New
New position
14Ishares Bitcoin Trust ETF
SHS BEN INT
$2.3M50.0K
1.5%
+12%
Added · +5K sh
15BlackRock ETF Trust
ISHARES A I INNO
$1.6M32.3K
1.1%
−53%
Reduced · −36K sh
16J P Morgan Exchange Traded F
ULTRA SHT MUNCPL
$1.3M24.8K
0.8%
−67%
Reduced · −50K sh
17Dimensional ETF Trust
WORLD EX US CORE
$1.2M32.0K
0.8%
−9.5%
Reduced · −3K sh
18Ishares U S ETF TR
U.S. TECH INDEPD
$1.2M11.0K
0.8%
−30%
Reduced · −5K sh
19SPDR Series Trust
STATE STREET SPD
$758K12.6K
0.5%
−27%
Reduced · −5K sh
20Dimensional ETF Trust
GLOBAL REAL EST
$735K25.5K
0.5%
−14%
Reduced · −4K sh
21SPDR Series Trust
STATE STREET SPD
$705K5.9K
0.5%
−58%
Reduced · −8K sh
22Ishares TR
ULTRA SHORT DUR
$648K12.8K
0.4%
−11%
Reduced · −2K sh
23Dimensional ETF Trust
US SMALL CAP ETF
$645K8.4K
0.4%
+0.1%
Added · +10 sh
24Ishares Inc
EMNG MKTS EQT
$549K7.6K
0.4%
−4.0%
Reduced · −316 sh
25Ishares U S ETF TR
SHORT MATURITY M
$381K7.6K
0.3%
−16%
Reduced · −1K sh
26Ishares TR
US TREAS BD ETF
$371K16.4K
0.2%
+6.4%
Added · +980 sh
27SPDR Index SHS FDS
STATE STREET SPD
$369K7.1K
0.2%
−20%
Reduced · −2K sh
28BlackRock ETF Trust II
ISHARES HIGH YIE
$342K7.0K
0.2%
New
New position
29Dimensional ETF Trust
INTL CORE EQT MK
$281K6.7K
0.2%
−25%
Reduced · −2K sh
30Vanguard Scottsdale FDS
SHRT TRM CORP BD
$215K2.7K
0.1%
+1.4%
Added · +38 sh
31Invesco Exchange Traded FD T
S&P500 QUALITY
$191K2.3K
0.1%
−14%
Reduced · −385 sh
32BlackRock ETF Trust
ISHARES LARGE CA
$186K3.7K
0.1%
New
New position
33Ishares TR
MSCI USA MMENTM
$185K607
0.1%
New
New position
34Ishares TR
CORE MSCI TOTAL
$164K1.7K
0.1%
−38%
Reduced · −1K sh
35SPDR Series Trust
STATE STREET SPD
$162K7.3K
0.1%
New
New position
36Ishares TR
MSCI USA MIN VOL
$154K1.6K
0.1%
New
New position
37Goldman Sachs Physical Gold
UNIT
$150K3.2K
0.1%
New
New position
38J P Morgan Exchange Traded F
ULTRA SHRT ETF
$149K3.0K
0.1%
New
New position
39Vanguard Scottsdale FDS
INT-TERM CORP
$148K1.8K
0.1%
New
New position
40Dimensional ETF Trust
US MKTWIDE VALUE
$139K2.6K
0.1%
New
New position
41J P Morgan Exchange Traded F
EQUITY PREMIUM
$125K2.2K
0.1%
New
New position
42BlackRock ETF Trust II
ISHARES FLEXIBLE
$115K2.2K
0.1%
New
New position
43Ishares U S ETF TR
GSCI CMDTY STGY
$107K3.0K
0.1%
New
New position
44Global X FDS
DEFENSE TECH ETF
$102K1.6K
0.1%
New
New position
45Ishares TR
0-3 MNTH TREASRY
$75K745
0.1%
New
New position
46J P Morgan Exchange Traded F
SHORT DURA CORE
$74K1.6K
0.0%
New
New position
47Vanguard Charlotte FDS
TOTAL INT BD ETF
$69K1.4K
0.0%
New
New position
48Ishares TR
FALN ANGLS USD
$68K2.5K
0.0%
New
New position
49American Centy ETF TR
US SML CP VALU
$67K565
0.0%
New
New position
50Ishares TR
0-5YR HI YL CP
$65K1.5K
0.0%
New
New position
Showing 50 of 76 positions

Filing history

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

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 15, 202676$148.6M13F-HR
Q4 2025Dec 31, 2025Feb 17, 202648$195.7M13F-HR
Q3 2025Sep 30, 2025Nov 14, 202552$216.3M13F-HR
Q2 2025Jun 30, 2025Aug 8, 202556$202.6M13F-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. Price-derived performance is withheld until the price-source policy and freshness gate are green.