Arkolith/Funds/Matisse Capital

Matisse Capital

CIK 1668256
Holdings as of Jun 30, 2026·disclosed Aug 12, 2026·~43-day 13F lag·13F-HR
Active Filer

Matisse Capital holds a diversified book of 158 stocks worth $249.8M as of Q2 2026 (disclosed Aug 12, 2026, a ~43-day 13F lag). This quarter they opened Ascendis Pharma A/s and trimmed Apple Inc. Their largest long position is Apple Inc at 4% of the equity book.

Opened
16
bought for the first time
Added to
44
already held, bought more
Trimmed
30
sold some, still holds it
Sold out
21
exited the position entirely

Concentration

Top-heavy: diversified book

Top 5 holdings
17%
Top 10 holdings
29%
Top 20 holdings
46%

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

Direct sector allocation

36% mapped to company sectors

ETF / fund or unclassified
64%
Information Technology
15%
Industrials
7%
Health Care
4%
Financials
3%
Consumer Discretionary
3%
Real Estate
2%
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

Funds with the most overlap

Other tracked managers holding the same core names as Matisse Capital

Manager / fundShared namesTheir $ in those
MORGAN STANLEY79 / 80$400.2B
OSAIC HOLDINGS, INC.77 / 80$10.7B
UBS Group AG76 / 80$101.0B
ROYAL BANK OF CANADA75 / 80$114.6B
WELLS FARGO & COMPANY/MN75 / 80$103.9B
RAYMOND JAMES FINANCIAL INC71 / 80$56.7B
LPL Financial LLC69 / 80$40.4B
Rockefeller Capital Management L.P.67 / 80$12.7B

Ranked by how many of Matisse Capital's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

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

158 positions
#SecurityValueShares% PortLast moveHistory
1Apple Inc
COM
$10.4M36.0K
4.2%
−0.1%
Reduced · −29 sh
2Ishares TR
CORE DIV GRWTH
$8.5M111.7K
3.4%
~0%
Added · +54 sh
3Lam Research Corp
COM NEW
$7.9M18.1K
3.1%
−5.2%
Reduced · −1K sh
4Pimco Calif Mun Income FD
COM
$7.6M848.7K
3.0%
−2.0%
Reduced · −18K sh
5Ascendis Pharma A/s
ORD SHS
$7.5M28.1K
3.0%
New
New position
6Taiwan FD Inc
COM
$6.7M69.4K
2.7%
−17%
Reduced · −15K sh
7FS Credit Opportunities Corp
COMMON STOCK
$6.2M1.25M
2.5%
+9.8%
Added · +111K sh
8Korea FD Inc
COM NEW
$6.2M82.3K
2.5%
Held
9Xai Floating Rate & Alter In
COM SHS BENF INT
$6.1M346.1K
2.4%
+0.6%
Added · +2K sh
10FS Specialty Lending FD
COM SH BEN INT
$5.8M519.0K
2.3%
+15%
Added · +67K sh
11Microsoft Corp
COM
$5.1M13.6K
2.0%
−5.4%
Reduced · −770 sh
12Nexpoint Diversified Rel Et
COM NEW
$4.8M923.6K
1.9%
+2.2%
Added · +20K sh
13Alphabet Inc
CAP STK CL A
$4.6M13.0K
1.9%
Held
14Highland Opps & Income FD
HIGHLAND INCOME
$4.4M617.0K
1.8%
Held
15Pimco New York Mun FD II
COM
$4.4M618.7K
1.8%
Held
16Royce Global Trust Inc
COM
$4.1M291.0K
1.7%
Held
17SRH Total Return Fund Inc
COM
$4.0M226.0K
1.6%
+4.6%
Added · +10K sh
18Highland Global Allocation F
COM
$3.9M525.0K
1.6%
+19%
Added · +82K sh
19Bluerock PVT Real Estate FD
COM
$3.9M300.0K
1.6%
+22%
Added · +54K sh
20Templeton Dragon FD Inc
COM
$3.7M341.9K
1.5%
~0%
Reduced · −125 sh
21Total Return Securities Fund
COM
$3.6M609.0K
1.4%
+50%
Added · +202K sh
22Vanguard Index FDS
SML CP GRW ETF
$3.5M9.6K
1.4%
Held
23Central Secs Corp
COM
$3.4M65.0K
1.4%
Held
24Destra Multi-Alternative FD
COMMON SHARES
$3.4M455.0K
1.4%
+10%
Added · +43K sh
25Mexico Equity & Income FD
COM
$3.1M237.8K
1.2%
Held
26Ge Vernova Inc
COM
$3.1M2.6K
1.2%
Held
27Amazon Com Inc
COM
$2.7M11.3K
1.1%
Held
28Vanguard Index FDS
SM CP VAL ETF
$2.6M10.7K
1.0%
Held
29Mexico FD Inc
COM
$2.3M105.5K
0.9%
−49%
Reduced · −100K sh
30Vanguard BD Index FDS
INTERMED TERM
$2.2M29.0K
0.9%
−10%
Reduced · −3K sh
31Clough Global Opportunities
SH BEN INT
$2.2M356.0K
0.9%
−22%
Reduced · −101K sh
32Neuberger Next Generation
COMMON STOCK
$2.1M129.8K
0.9%
Held
33Morgan Stanley China A SH FD
COM
$2.1M98.5K
0.8%
−45%
Reduced · −80K sh
34European Equity FD Inc
COM
$2.1M188.1K
0.8%
Held
35Alphabet Inc
CAP STK CL C
$2.1M5.8K
0.8%
−4.9%
Reduced · −300 sh
36Western Ast Infl LKD Opp & I
COM
$1.9M230.0K
0.8%
Held
37Nuveen Floating Rate Income
COM
$1.9M250.0K
0.8%
Held
38Invesco SR Income TR
COM
$1.9M620.0K
0.7%
+3.3%
Added · +20K sh
39Blackstone Long Short CR Inc
COM SHS BN INT
$1.8M170.0K
0.7%
Held
40Nuveen CR Strategies Income
COM SHS
$1.8M380.0K
0.7%
+21%
Added · +66K sh
41Eaton Vance SR Income TR
SH BEN INT
$1.8M370.0K
0.7%
13×
Added · +342K sh
42Nvidia Corporation
COM
$1.8M9.2K
0.7%
+5.2%
Added · +452 sh
43Abrdn Natl Mun Income FD
SH BEN INT
$1.8M174.7K
0.7%
Held
44Berkshire Hathaway Inc Del
CL B NEW
$1.8M3.6K
0.7%
+2.2%
Added · +78 sh
45Meta Platforms Inc
CL A
$1.8M3.1K
0.7%
Held
46Dimensional ETF Trust
INTL SMALL CAP V
$1.8M44.1K
0.7%
Held
47Taiwan Semiconductor Manufac
SPONSORED ADS
$1.7M3.6K
0.7%
Held
48Dimensional ETF Trust
EMERGING MKTS VA
$1.7M39.8K
0.7%
Held
49Eaton Corp PLC
SHS
$1.7M4.0K
0.7%
Held
50J P Morgan Exchange Traded F
EQUITY PREMIUM
$1.6M28.3K
0.6%
+11%
Added · +3K sh
Showing 50 of 158 positions
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Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 12, 2026180$249.8M13F-HR
Q1 2026Mar 31, 2026May 8, 2026190$234.4M13F-HR
Q4 2025Dec 31, 2025Jan 29, 2026195$224.4M13F-HR
Q3 2025Sep 30, 2025Oct 29, 2025196$222.2M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 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.