Arkolith/Funds/NorthCoast Asset Management LLC

NorthCoast Asset Management LLC

CIK: 1665198Q1 2026
Active Filer
Portfolio Value
$4.3B
Positions
484
New Buys
484
Changes
0 ↑ / 0 ↓

Top HoldingsQ1 2026

484 total positions
#SecurityValueShares% PortChangeΔ Shares
1STATE ST SPDR S&P500
UNITS SER 1 S&P
$294.7M453.2K6.8%
NEW
2APPLE INC
COMMON
$252.6M995.4K5.9%
NEW
3NVIDIA CORP
COMMON
$173.2M993.0K4.0%
NEW
4MICROSOFT CORP
COMMON
$159.8M431.6K3.7%
NEW
5ISHARES TRUST
CORE S&P 500 ETF
$157.3M240.8K3.6%
NEW
6ISHARES TRUST
IBONDS DEC 2026 TERM
$104.2M4.55M2.4%
NEW
7INVESCO EXCHANGETRAD
S&P 500 QUALITY ETF
$101.5M1.35M2.4%
NEW
8ALPHABET INC
CLASS A
$100.2M348.4K2.3%
NEW
9ISHARES TR
MBS FIXED BDFD
$67.4M709.8K1.6%
NEW
10AMAZON COM INC
COMMON
$60.4M290.0K1.4%
NEW
11ISHARES TRUST
IBONDS DEC 2027 TERM
$59.2M2.64M1.4%
NEW
12BROADCOM INC
COMMON
$57.9M186.9K1.3%
NEW
13META PLATFORMS INC
COM USD0.000006 CL A
$54.6M95.4K1.3%
NEW
14ADV MICRO DEVICES
COMMON
$52.0M255.8K1.2%
NEW
15ISHARES
3-7 YR TR BD ETF
$46.3M390.4K1.1%
NEW
16LAM RESEARCH CORPORA
COMMON
$44.9M210.1K1.0%
NEW
17MICRON TECHNOLOGY
COMMON
$42.5M125.7K1.0%
NEW
18GENERAL MOTORS CO
COMMON
$41.3M554.9K1.0%
NEW
19VERTEX PHARMA
COMMON
$40.6M90.9K0.9%
NEW
20GENERAL DYNAMICS
COMMON
$39.5M115.0K0.9%
NEW
21CITIGROUP INC
COMMON
$37.9M334.6K0.9%
NEW
22SCHWAB CHARLES CORP
COM
$36.6M389.6K0.8%
NEW
23T-MOBILE US INC
COMMON
$36.3M172.7K0.8%
NEW
24NEWMONT CORPORATION
COM
$35.1M324.6K0.8%
NEW
25UNITEDHEALTH GRP INC
COMMON
$34.6M127.7K0.8%
NEW
Showing top 25 of 484 positions

Filing History

Q1 2026484 pos
$4.3B

Data Source

Holdings data sourced from SEC EDGAR 13F-HR filings. Updated quarterly, approximately 45 days after quarter end. All data is public domain.

Last filed: May 13, 2026