Lazari Capital Management, Inc. holds a focused book of 188 stocks worth $324.6M as of Q2 2026 (disclosed Jul 23, 2026, a ~45-day 13F lag). This quarter they opened Oracle Corp and trimmed Apple Inc. Their largest long position is Apple Inc at 13% of the equity book. Cloning the disclosed picks since 2025 would be +26% (+16.5%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1986389/holdings"
Use Arkolith to show LAZARI CAPITAL MANAGEMENT, INC.'s latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning Lazari Capital Management, 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.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
87% mapped to company sectors
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.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Apple Inc COM | $43.1M | 149.0K | 13.3% | ▼−1.0% Reduced · −2K sh | |
| 2 | Nvidia Corporation COM | $20.3M | 101.5K | 6.3% | ▲+8.4% Added · +8K sh | |
| 3 | Alphabet Inc CAP STK CL A | $19.7M | 55.2K | 6.1% | ▲+4.1% Added · +2K sh | |
| 4 | Meta Platforms Inc CL A | $18.5M | 32.9K | 5.7% | ▲+2.4% Added · +779 sh | |
| 5 | Amazon Com Inc COM | $18.0M | 75.4K | 5.5% | ▲+1.7% Added · +1K sh | |
| 6 | Uber Technologies Inc COM | $14.0M | 193.7K | 4.3% | ▲+3.5% Added · +7K sh | |
| 7 | Advanced Micro Devices Inc COM | $11.7M | 20.1K | 3.6% | ▼−5.3% Reduced · −1K sh | |
| 8 | Tesla Inc COM | $9.4M | 22.5K | 2.9% | ▲+0.1% Added · +19 sh | |
| 9 | Boeing Co COM | $7.6M | 35.3K | 2.4% | ▲+4.2% Added · +1K sh | |
| 10 | BP PLC SPONSORED ADR | $6.7M | 182.5K | 2.1% | ▼−2.2% Reduced · −4K sh | |
| 11 | Microsoft Corp COM | $6.7M | 18.0K | 2.1% | ▲+2.5% Added · +438 sh | |
| 12 | Bank Of Amer Corp COM | $5.0M | 88.2K | 1.5% | ▼−1.5% Reduced · −1K sh | |
| 13 | Disney Walt Co COM | $4.9M | 50.7K | 1.5% | ▼−5.0% Reduced · −3K sh | |
| 14 | Verizon Communications Inc COM | $4.5M | 107.1K | 1.4% | ▲+0.2% Added · +193 sh | |
| 15 | Abbvie Inc COM | $4.0M | 16.1K | 1.2% | ▼−0.5% Reduced · −74 sh | |
| 16 | Netflix Inc. COM | $3.9M | 55.1K | 1.2% | ▲+31% Added · +13K sh | |
| 17 | Vanguard Index FDS TOTAL STK MKT | $3.9M | 10.4K | 1.2% | ▲+0.2% Added · +20 sh | |
| 18 | Unitedhealth Group Inc COM | $3.6M | 8.7K | 1.1% | ▼−0.3% Reduced · −29 sh | |
| 19 | Broadcom Inc COM | $3.5M | 9.3K | 1.1% | ▼−12% Reduced · −1K sh | |
| 20 | JPMorgan Chase & Co COM | $2.8M | 8.4K | 0.8% | ▼−0.9% Reduced · −79 sh | |
| 21 | State STR SPDR S&P 500 ETF T TR UNIT | $2.7M | 3.7K | 0.8% | ▼−3.8% Reduced · −145 sh | |
| 22 | Vanguard World FD MEGA GRWTH IND | $2.6M | 29.1K | 0.8% | ▲+404% Added · +23K sh | |
| 23 | Alphabet Inc CAP STK CL C | $2.4M | 6.8K | 0.7% | ▲+92% Added · +3K sh | |
| 24 | Invesco QQQ TR UNIT SER 1 | $2.4M | 3.2K | 0.7% | ▲+0.8% Added · +24 sh | |
| 25 | Exxon Mobil Corp COM | $2.2M | 16.5K | 0.7% | ▲+1.0% Added · +163 sh | |
| 26 | Ishares TR 0-5 YR TIPS ETF | $2.2M | 21.1K | 0.7% | ▼−0.9% Reduced · −204 sh | |
| 27 | Ishares TR CORE S&P500 ETF | $2.1M | 2.8K | 0.6% | ▼−0.3% Reduced · −9 sh | |
| 28 | Bloom Energy Corp COM CL A | $2.0M | 6.5K | 0.6% | —Held | |
| 29 | Boeing Co DEP CONV PFD A | $1.9M | 28.9K | 0.6% | —Held | |
| 30 | Ishares TR CORE US AGGBD ET | $1.9M | 19.2K | 0.6% | ▲+0.9% Added · +166 sh | |
| 31 | Starbucks Corp COM | $1.8M | 17.4K | 0.5% | ▼−0.8% Reduced · −137 sh | |
| 32 | Costco Wholesale Corporation COM | $1.7M | 1.8K | 0.5% | ▼−0.8% Reduced · −15 sh | |
| 33 | Visa Inc COM CL A | $1.7M | 4.9K | 0.5% | ▼−18% Reduced · −1K sh | |
| 34 | American Express Co COM | $1.6M | 4.8K | 0.5% | ▲+7.3% Added · +330 sh | |
| 35 | Servicetitan Inc SHS CL A | $1.6M | 22.3K | 0.5% | ▲+45% Added · +7K sh | |
| 36 | Johnson & Johnson COM | $1.6M | 6.2K | 0.5% | ▲+0.9% Added · +58 sh | |
| 37 | Vanguard Whitehall FDS HIGH DIV YLD | $1.6M | 9.9K | 0.5% | ▼−0.6% Reduced · −63 sh | |
| 38 | Pfizer Inc COM | $1.6M | 64.5K | 0.5% | ▼−1.4% Reduced · −916 sh | |
| 39 | Wells Fargo & Co COM | $1.5M | 18.5K | 0.5% | ▼−0.5% Reduced · −84 sh | |
| 40 | Walmart Inc COM | $1.5M | 13.5K | 0.5% | ▼−0.1% Reduced · −19 sh | |
| 41 | Ares Capital Corp COM | $1.5M | 80.8K | 0.5% | ▲+34% Added · +20K sh | |
| 42 | Citigroup Inc COM NEW | $1.5M | 10.4K | 0.4% | ▼−2.7% Reduced · −285 sh | |
| 43 | Eli Lilly & Co COM | $1.3M | 1.1K | 0.4% | ▼−0.3% Reduced · −3 sh | |
| 44 | Altria Group Inc COM | $1.3M | 18.4K | 0.4% | ▼−0.6% Reduced · −108 sh | |
| 45 | Caterpillar Inc COM | $1.2M | 1.2K | 0.4% | ▼−8.1% Reduced · −103 sh | |
| 46 | ConocoPhillips COM | $1.2M | 11.8K | 0.4% | ▼−5.0% Reduced · −621 sh | |
| 47 | Chevron Corporation COM | $1.2M | 7.0K | 0.4% | ▲+0.3% Added · +19 sh | |
| 48 | AT&T Inc COM | $1.1M | 54.4K | 0.3% | ▼−0.8% Reduced · −439 sh | |
| 49 | Fiserv Inc COM | $1.1M | 22.8K | 0.3% | ▲+167% Added · +14K sh | |
| 50 | Goldman Sachs Group Inc COM | $1.1M | 1.1K | 0.3% | ▼−8.4% Reduced · −101 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 23, 2026 | 188 | $324.6M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 24, 2026 | 175 | $287.5M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 29, 2026 | 166 | $297.7M | 13F-HR/A |
| Q3 2025 | Sep 30, 2025 | Oct 28, 2025 | 166 | $296.3M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 17, 2025 | 155 | $265.6M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 23, 2025 | 155 | $244.6M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 24, 2025 | 153 | $250.9M | 13F-HR |
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.