Arkolith/Funds/Koenig Investment Advisory, LLC

Koenig Investment Advisory, LLC

CIK 2114481
Holdings as of Jun 30, 2026·disclosed Jul 16, 2026·~16-day 13F lag·13F-HR
Active Filer

Koenig Investment Advisory, LLC holds a focused book of 37 stocks worth $128.7M as of Q2 2026 (disclosed Jul 16, 2026, a ~45-day 13F lag). This quarter they opened Trekor Metals Ltd Com and trimmed Microsoft Corp. Their largest long position is American Century Focused Lar at 15% of the equity book.

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holdings, largest changes, and filing provenance.
Opened
4
new positions
Added to
15
existing
Trimmed
15
reduced
Sold out
2
exited

Concentration

Top-heavy: focused book

Top 5 holdings
53%
Top 10 holdings
80%
Top 20 holdings
94%

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

Direct sector allocation

20% mapped to company sectors

ETF / fund or unclassified
80%
Information Technology
10%
Financials
3%
Health Care
2%
Communication Services
1%
Consumer Discretionary
1%
Industrials
1%
Consumer Staples
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.

37 positions
#SecurityValueShares% PortLast moveHistory
1American Century Focused Large Cap Value ETF
ETF
$18.7M229.8K
14.5%
+12%
Added · +25K sh
2Ishares Msci USA Min Vol Factor ETF
ETF
$14.5M150.1K
11.2%
+0.6%
Added · +881 sh
3Vanguard Mid-Cap ETF
ETF
$13.2M164.1K
10.3%
+298%
Added · +123K sh
4Ishares Core U.S. Aggregate Bond ETF
ETF
$10.7M107.6K
8.3%
+2.6%
Added · +3K sh
5Ishares Msci Intl Quality Factor ETF
ETF
$10.6M214.2K
8.2%
+4.2%
Added · +9K sh
6Pimco Enhanced Short Maturity Active ETF
ETF
$9.6M95.3K
7.5%
+4.7%
Added · +4K sh
7State Street SPDR S&P Dividend ETF
ETF
$8.0M52.4K
6.2%
+2.2%
Added · +1K sh
8Microsoft Corp Com
Stock
$7.5M20.1K
5.8%
−0.1%
Reduced · −13 sh
9Vanguard S&P 500 ETF
ETF
$7.2M10.5K
5.6%
+5.6%
Added · +560 sh
10Metlife Inc Com
Stock
$3.2M37.5K
2.5%
−3.0%
Reduced · −1K sh
11Abbvie Inc Com
Stock
$3.2M12.6K
2.5%
−1.9%
Reduced · −242 sh
12International Business Machs Com
Stock
$2.9M10.4K
2.3%
−0.1%
Reduced · −12 sh
13American Century Focused Dynamic Growth ETF
ETF
$2.1M15.5K
1.6%
−0.2%
Reduced · −32 sh
14Dimensional International Small Cap Value ETF
ETF
$1.9M48.5K
1.5%
+1.5%
Added · +735 sh
15Invesco QQQ Trust Series I
ETF
$1.7M2.3K
1.3%
Held
16Trekor Metals Ltd Com
Stock
$1.5M215.9K
1.2%
New
New position
17Apple Inc Com
Stock
$1.3M4.5K
1.0%
+9.8%
Added · +401 sh
18Verizon Communications Inc Com
Stock
$1.1M26.3K
0.9%
−1.5%
Reduced · −398 sh
19Costco Wholesale Corporation Com
Stock
$1.0M1.1K
0.8%
+6.9%
Added · +72 sh
20Altria Group Inc Com
Stock
$1.0M14.1K
0.8%
−4.7%
Reduced · −690 sh
21Boeing Co Com
Stock
$900K4.2K
0.7%
−4.8%
Reduced · −208 sh
22Enterprise Prods Partners L P Com
Stock
$816K22.2K
0.6%
−1.3%
Reduced · −291 sh
23Vanguard Small Cap Value ETF
ETF
$805K3.3K
0.6%
−16%
Reduced · −609 sh
24Vanguard Growth ETF
ETF
$718K8.3K
0.6%
+524%
Added · +7K sh
25Vanguard High Dividend Yield Index ETF
ETF
$583K3.7K
0.5%
−17%
Reduced · −749 sh
26Pimco Enhanced Short Maturity Active Esg Exchange-Traded Fund
ETF
$554K5.6K
0.4%
−0.6%
Reduced · −34 sh
27Bank Of Amer Corp Com
Stock
$436K7.7K
0.3%
+0.1%
Added · +6 sh
28Vanguard Extended Market ETF
ETF
$378K1.5K
0.3%
−42%
Reduced · −1K sh
29Wells Fargo & Co Com
Stock
$362K4.4K
0.3%
Held
30Amazon Com Inc Com
Stock
$348K1.5K
0.3%
+3.0%
Added · +43 sh
31Nvidia Corporation Com
Stock
$294K1.5K
0.2%
−0.7%
Reduced · −11 sh
32Ishares Esg Msci KLD 400 ETF
ETF
$292K2.1K
0.2%
+0.3%
Added · +7 sh
33Berkshire Hathaway Inc Del CL B New
Stock
$292K583
0.2%
Held
34Vanguard Information Technology ETF
ETF
$279K2.3K
0.2%
New
New position
35AT&T Inc Com
Stock
$275K13.3K
0.2%
−1.0%
Reduced · −138 sh
36Alphabet Inc Cap STK CL A
Stock
$245K686
0.2%
New
New position
37Enbridge Inc Com
Stock
$244K4.5K
0.2%
Held
Showing all 37 positions

Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 16, 202637$128.7M13F-HR
Q1 2026Mar 31, 2026Apr 16, 202636$117.7M13F-HR
Q4 2025Dec 31, 2025Mar 3, 202637$123.3M13F-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.