Arkolith/Funds/Nisa Investment Advisors, LLC

Nisa Investment Advisors, LLC

CIK 937615Asset manager
Holdings as of Jun 30, 2026·disclosed Aug 10, 2026·~41-day 13F lag·13F-HR
Active Filer

Nisa Investment Advisors, LLC holds a focused book of 3093 stocks worth $32.0B as of Q2 2026 (disclosed Aug 10, 2026, a ~41-day 13F lag). This quarter they opened Honeywell International Inc and trimmed Nvidia Corp. Their largest long position is Ishares Core S&P 500 ETF at 43% of the equity book.

Opened
253
bought for the first time
Added to
1459
already held, bought more
Trimmed
1054
sold some, still holds it
Sold out
119
exited the position entirely

Concentration

Top-heavy: focused book

Top 5 holdings
54%
Top 10 holdings
60%
Top 20 holdings
66%

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

Direct sector allocation

54% mapped to company sectors

ETF / fund or unclassified
46%
Information Technology
24%
Financials
7%
Consumer Discretionary
6%
Industrials
6%
Health Care
5%
Materials
2%
Energy
2%

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 Nisa Investment Advisors, LLC

Manager / fundShared namesTheir $ in those
BlackRock, Inc.80 / 80$3.0T
FMR LLC80 / 80$986.2B
MORGAN STANLEY80 / 80$703.3B
JPMORGAN CHASE & CO80 / 80$700.7B
BANK OF AMERICA CORP /DE/80 / 80$467.5B
NORTHERN TRUST CORP80 / 80$402.2B
GOLDMAN SACHS GROUP INC80 / 80$316.9B
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME80 / 80$284.3B

Ranked by how many of Nisa Investment Advisors, LLC'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.

3,093 positions
#SecurityValueShares% PortLast moveHistory
1Ishares Core S&P 500 ETF
COM
$13.7B18.25M
42.8%
▲+13%
Added · +2.1M sh
2Nvidia Corp
COM
$1.2B6.00M
3.7%
▼−3.3%
Reduced · −203K sh
3Apple Inc
COM
$1.1B3.85M
3.5%
▼−3.2%
Reduced · −129K sh
4Microsoft Corp
COM
$740.8M1.99M
2.3%
▼−2.7%
Reduced · −55K sh
5Alphabet Inc
COM
$568.0M1.59M
1.8%
▼−4.1%
Reduced · −67K sh
6Broadcom Inc
COM
$469.8M1.24M
1.5%
▼−3.5%
Reduced · −45K sh
7Amazon.com Inc
COM
$461.8M1.94M
1.4%
▲+1.1%
Added · +20K sh
8Alphabet Inc
COM
$457.5M1.29M
1.4%
▼−4.2%
Reduced · −57K sh
9Meta Platforms Inc
COM
$314.4M558.2K
1.0%
▼−3.3%
Reduced · −19K sh
10JPMorgan Chase & Co
COM
$284.5M869.0K
0.9%
▼−2.4%
Reduced · −21K sh
11Micron Technology Inc
COM
$275.9M239.0K
0.9%
▼−9.3%
Reduced · −25K sh
12Eli Lilly & Co
COM
$250.7M209.0K
0.8%
▼−0.9%
Reduced · −2K sh
13Advanced Micro Devices Inc
COM
$248.6M428.0K
0.8%
▼−2.6%
Reduced · −11K sh
14Tesla Inc
COM
$216.3M514.4K
0.7%
▼−6.0%
Reduced · −33K sh
15Caterpillar Inc
COM
$173.4M162.8K
0.5%
▼−2.9%
Reduced · −5K sh
16Lam Research Corp
COM
$164.5M379.4K
0.5%
▼−10.0%
Reduced · −42K sh
17Applied Materials Inc
COM
$162.7M225.0K
0.5%
▼−11%
Reduced · −27K sh
18Visa Inc
COM
$157.7M459.6K
0.5%
▼−2.8%
Reduced · −13K sh
19Johnson & Johnson
COM
$152.3M599.6K
0.5%
▼−5.5%
Reduced · −35K sh
20Cisco Systems Inc
COM
$148.8M1.27M
0.5%
▲+0.7%
Added · +8K sh
21Intel Corp
COM
$147.1M1.05M
0.5%
▼−0.6%
Reduced · −6K sh
22Exxon Mobil Corp
COM
$140.1M1.02M
0.4%
▼−4.5%
Reduced · −48K sh
23Mastercard Inc
COM
$129.5M252.2K
0.4%
▼−1.1%
Reduced · −3K sh
24Walmart Inc
COM
$128.3M1.13M
0.4%
▼−4.8%
Reduced · −57K sh
25Abbvie Inc
COM
$122.2M485.5K
0.4%
▲+1.2%
Added · +6K sh
26Bank Of America Corp
COM
$115.1M2.02M
0.4%
▼−3.4%
Reduced · −72K sh
27Costco Wholesale Corp
COM
$106.4M113.7K
0.3%
▲+0.6%
Added · +635 sh
28Unitedhealth Group Inc
COM
$104.7M252.0K
0.3%
▲+0.8%
Added · +2K sh
29Berkshire Hathaway Inc
COM
$104.4M208.5K
0.3%
▼−7.8%
Reduced · −18K sh
30Morgan Stanley
COM
$104.2M498.6K
0.3%
▲+8.3%
Added · +38K sh
31Home Depot Inc
COM
$102.7M291.3K
0.3%
▼−0.2%
Reduced · −473 sh
32Invesco QQQ Trust Series 1
COM
$102.2M138.7K
0.3%
▲+0.1%
Added · +152 sh
33Ishares Core S&P Mid-Cap ETF
COM
$102.1M1.32M
0.3%
▲+0.2%
Added · +3K sh
34Texas Instruments Inc
COM
$101.0M338.7K
0.3%
▼−2.6%
Reduced · −9K sh
35Kla Corp
COM
$100.5M333.1K
0.3%
▲+840%
Added · +298K sh
36Netflix Inc
COM
$94.3M1.32M
0.3%
▲+0.7%
Added · +9K sh
37Ishares Core Msci Emerging Markets ETF
COM
$86.1M1.04M
0.3%
—Held
38Chevron Corp
COM
$85.1M513.5K
0.3%
▼−3.3%
Reduced · −18K sh
39Goldman Sachs Group Inc
COM
$84.2M83.2K
0.3%
▼−5.5%
Reduced · −5K sh
40Merck & Co Inc
COM
$84.0M649.4K
0.3%
▼−6.4%
Reduced · −44K sh
41Oracle Corp
COM
$82.6M563.8K
0.3%
▼−1.5%
Reduced · −9K sh
42Procter & Gamble Co
COM
$81.4M554.8K
0.3%
▼−4.2%
Reduced · −24K sh
43General Electric Co
COM
$79.4M212.4K
0.2%
▼−1.4%
Reduced · −3K sh
44Amphenol Corp
COM
$78.5M444.4K
0.2%
▼−9.9%
Reduced · −49K sh
45Philip Morris International Inc
COM
$76.1M417.4K
0.2%
▼−1.4%
Reduced · −6K sh
46Analog Devices Inc
COM
$76.0M191.4K
0.2%
▼−2.2%
Reduced · −4K sh
47Coca-Cola Co
COM
$75.6M924.0K
0.2%
▼−4.8%
Reduced · −47K sh
48American Express Co
COM
$74.4M219.9K
0.2%
▼−3.2%
Reduced · −7K sh
49Sandisk Corp
COM
$73.7M32.4K
0.2%
▼−10%
Reduced · −4K sh
50Ishares Short-Term National Muni Bond ETF
COM
$71.9M675.3K
0.2%
▼−0.6%
Reduced · −4K sh
Showing 50 of 3,093 positions
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Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 10, 20263,211$32.0B13F-HR
Q1 2026Mar 31, 2026Apr 30, 20263,160$27.0B13F-HR
Q4 2025Dec 31, 2025Jan 15, 20263,089$30.3B13F-HR
Q3 2025Sep 30, 2025Oct 23, 20253,101$25.9B13F-HR
Q2 2025Jun 30, 2025Jul 31, 20253,159$22.2B13F-HR
Q1 2025Mar 31, 2025Apr 30, 20253,106$20.0B13F-HR
Q4 2024Dec 31, 2024Jan 17, 20253,132$25.8B13F-HR
Q3 2024Sep 30, 2024Oct 24, 20243,084$16.9B13F-HR
Q2 2024Jun 30, 2024Jul 19, 20243,063$15.9B13F-HR
Q1 2024Mar 31, 2024May 2, 20242,916$15.4B13F-HR
Q4 2023Dec 31, 2023Jan 25, 20242,637$14.1B13F-HR
Q3 2023Sep 30, 2023Nov 2, 20232,772$13.1B13F-HR
Q2 2023Jun 30, 2023Aug 11, 20232,802$13.6B13F-HR
Q1 2023Mar 31, 2023May 2, 20232,702$12.8B13F-HR
Q4 2022Dec 31, 2022Feb 2, 20232,720$12.7B13F-HR
Q3 2022Sep 30, 2022Nov 7, 20222,593$11.8B13F-HR
Q2 2022Jun 30, 2022Aug 3, 20222,366$11.4B13F-HR
Q1 2022Mar 31, 2022Apr 29, 20222,356$14.2B13F-HR
Q4 2021Dec 31, 2021Feb 3, 20222,138$13.3B13F-HR
Q3 2021Sep 30, 2021Oct 18, 20212,311$16.5B13F-HR
Q2 2021Jun 30, 2021Aug 6, 20212,321$16.0B13F-HR
Q1 2021Mar 31, 2021Apr 26, 20212,304$15.8B13F-HR
Q4 2020Dec 31, 2020Jan 25, 20212,306$15.5B13F-HR
Q3 2020Sep 30, 2020Oct 20, 20202,252$12.4B13F-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.