Arkolith/Funds/NorthCrest Asset Manangement, LLC

NorthCrest Asset Manangement, LLC

CIK 1893159
Holdings as of Jun 30, 2026·disclosed Jul 15, 2026·~15-day 13F lag·13F-HR
Active Filer

NorthCrest Asset Manangement, LLC holds a diversified book of 928 stocks worth $3.9B as of Q2 2026 (disclosed Jul 15, 2026, a ~45-day 13F lag). This quarter they opened Honeywell Intl Inc and trimmed Bank Of America Corp. Their largest long position is Nvidia Corp at 5% of the equity book. They also disclosed $1.7M in put options (a bearish bet) and $1.9M in call options (bullish), shown separately below and excluded from the equity book.

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Use Arkolith to show NorthCrest Asset Manangement, LLC's latest
holdings, largest changes, and filing provenance.
Opened
283
new positions
Added to
518
existing
Trimmed
173
reduced
Sold out
51
exited

Concentration

Top-heavy: diversified book

Top 5 holdings
19%
Top 10 holdings
29%
Top 20 holdings
39%

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

Direct sector allocation

90% mapped to company sectors

Information Technology
40%
Financials
12%
Industrials
12%
ETF / fund or unclassified
10%
Health Care
7%
Consumer Discretionary
6%
Materials
4%
Utilities
3%

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.

928 positions
#SecurityValueShares% PortLast moveHistory
1Nvidia Corporation
COM
$212.9M1.05M
5.5%
+7.8%
Added · +76K sh
2Broadcom Inc
COM
$196.3M489.5K
5.0%
+1.3%
Added · +6K sh
3Apple Inc
COM
$148.8M470.5K
3.8%
+21%
Added · +82K sh
4Applied Matls Inc
COM
$109.3M185.7K
2.8%
+13%
Added · +21K sh
5Microsoft Corp
COM
$91.4M237.7K
2.3%
+6.1%
Added · +14K sh
6Alphabet Inc
CAP STK CL A
$91.3M254.4K
2.3%
+5.2%
Added · +13K sh
7Taiwan Semiconductor Manufac
SPONSORED ADS
$89.3M204.3K
2.3%
+1.2%
Added · +2K sh
8Amazon Com Inc
COM
$67.6M273.5K
1.7%
+10%
Added · +25K sh
9Advanced Micro Devices Inc
COM
$61.3M112.1K
1.6%
+3.7%
Added · +4K sh
10Caterpillar Inc
COM
$54.1M57.7K
1.4%
+4.2%
Added · +2K sh
11JPMorgan Chase & Co
COM
$51.5M153.5K
1.3%
+3.3%
Added · +5K sh
12Goldman Sachs Group Inc
COM
$45.3M42.9K
1.2%
+0.9%
Added · +366 sh
13Johnson & Johnson
COM
$42.1M162.6K
1.1%
+5.4%
Added · +8K sh
14Bank Of Amer Corp
COM
$41.5M701.1K
1.1%
−0.6%
Reduced · −4K sh
15Amphenol Corp
CL A
$37.1M228.4K
1.0%
−4.7%
Reduced · −11K sh
16Palo Alto Networks Inc
COM
$35.3M104.3K
0.9%
−26%
Reduced · −37K sh
17Analog Devices Inc
COM
$33.8M86.0K
0.9%
+3.0%
Added · +2K sh
18RTX Corporation
COM
$33.6M172.1K
0.9%
+3.9%
Added · +7K sh
19Meta Platforms Inc
CL A
$32.2M51.0K
0.8%
+35%
Added · +13K sh
20Morgan Stanley
COM NEW
$32.0M144.0K
0.8%
+2.7%
Added · +4K sh
21Costco Wholesale Corporation
COM
$31.1M34.1K
0.8%
+4.8%
Added · +2K sh
22Micron Technology Inc
COM
$31.1M31.3K
0.8%
+23%
Added · +6K sh
23Nasdaq Inc
COM
$28.1M320.8K
0.7%
+3.3%
Added · +10K sh
24Mastercard Incorporated
CL A
$27.1M51.7K
0.7%
+3.0%
Added · +1K sh
25Amgen Inc
COM
$26.8M73.6K
0.7%
+3.4%
Added · +2K sh
26Oracle Corp
COM
$26.3M182.7K
0.7%
−10%
Reduced · −20K sh
27Home Depot Inc
COM
$26.1M77.1K
0.7%
+6.9%
Added · +5K sh
28Chevron Corporation
COM
$25.8M148.0K
0.7%
+6.3%
Added · +9K sh
29Parker-Hannifin Corp
COM
$25.4M26.7K
0.7%
+4.2%
Added · +1K sh
30Abbvie Inc
COM
$25.1M100.6K
0.6%
+4.2%
Added · +4K sh
31State STR SPDR S&P 500 ETF T
TR UNIT
$24.9M33.1K
0.6%
+11%
Added · +3K sh
32Linde PLC
SHS
$24.6M46.7K
0.6%
+3.0%
Added · +1K sh
33Visa Inc
COM CL A
$24.1M69.2K
0.6%
+6.0%
Added · +4K sh
34Deere & Co
COM
$23.2M39.1K
0.6%
+3.7%
Added · +1K sh
35Lam Research Corp
COM NEW
$23.1M65.5K
0.6%
−13%
Reduced · −9K sh
36Valero Energy Corp
COM
$23.0M81.6K
0.6%
+2.4%
Added · +2K sh
37Freeport McMoran Inc
CL B
$22.4M369.5K
0.6%
+4.2%
Added · +15K sh
38International Business Machs
COM
$21.7M73.3K
0.6%
+4.6%
Added · +3K sh
39Verizon Communications Inc
COM
$21.6M511.8K
0.6%
+2.0%
Added · +10K sh
40BlackRock Inc
COM
$21.3M20.9K
0.5%
+3.1%
Added · +634 sh
41Eli Lilly & Co
COM
$21.2M17.4K
0.5%
+5.5%
Added · +906 sh
42Thermo Fisher Scientific Inc
COM
$21.2M40.3K
0.5%
+5.0%
Added · +2K sh
43CSX Corp
COM
$20.6M416.6K
0.5%
+2.7%
Added · +11K sh
44Union Pac Corp
COM
$19.7M69.0K
0.5%
+2.9%
Added · +2K sh
45Intuit
COM
$19.6M71.6K
0.5%
+5.0%
Added · +3K sh
46Chubb Limited
COM
$18.7M53.7K
0.5%
+14%
Added · +6K sh
47Citigroup Inc
COM NEW
$18.6M133.2K
0.5%
+4.2%
Added · +5K sh
48Kinder Morgan Inc Del
COM
$18.0M556.5K
0.5%
+1.8%
Added · +10K sh
49Lowes Cos Inc
COM
$18.0M84.3K
0.5%
+4.3%
Added · +3K sh
50Bristol-Myers Squibb Co
COM
$17.4M300.4K
0.4%
+1.3%
Added · +4K sh
Showing 50 of 928 positions

Largest options & derivatives disclosed

Put / call positions from the 13F — totals include every disclosed option leg

Put notional (bearish)$1.7M
Call notional (bullish)$1.9M
TypeUnderlyingNotional valueUnderlying shares
CALL · bullishSS SPDR S&P 500 ETF TRUST-USSPY$1.9M3K
PUT · bearishBROADCOM INCAVGO$1.1M3K
PUT · bearishABBVIE INCABBV$600K2K

13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.

Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 15, 2026932$3.9B13F-HR
Q1 2026Mar 31, 2026Apr 8, 2026766$3.2B13F-HR
Q4 2025Dec 31, 2025Jan 8, 2026821$4.5B13F-HR
Q3 2025Sep 30, 2025Oct 29, 2025748$4.2B13F-HR
Q2 2025Jun 30, 2025Jul 10, 2025625$3.7B13F-HR
Q1 2025Mar 31, 2025Apr 16, 2025592$3.3B13F-HR
Q4 2024Dec 31, 2024Mar 17, 2025563$3.3B13F-HR/A
Q3 2024Sep 30, 2024Oct 24, 2024552$3.3B13F-HR
Q2 2024Jun 30, 2024Jul 16, 2024514$3.0B13F-HR
Q1 2024Mar 31, 2024Apr 15, 2024507$2.9B13F-HR
Q4 2023Dec 31, 2023Jan 30, 2024513$2.6B13F-HR
Q3 2023Sep 30, 2023Nov 13, 2023503$2.5B13F-HR
Q2 2023Jun 30, 2023Jul 21, 2023497$2.5B13F-HR
Q1 2023Mar 31, 2023Apr 25, 2023486$2.4B13F-HR
Q4 2022Dec 31, 2022Feb 1, 2023391$1.8B13F-HR
Q3 2022Sep 30, 2022Oct 19, 2022431$1.8B13F-HR/A
Q2 2022Jun 30, 2022Jul 18, 2022449$2.0B13F-HR
Q1 2022Mar 31, 2022Apr 18, 2022411$2.1B13F-HR
Q4 2021Dec 31, 2021Feb 9, 2022399$1.8B13F-HR
Amended / restated
  • Q4 2024 · filed Jan 10, 202513F-HR · superseded
  • Q3 2022 · filed Oct 17, 202213F-HR · superseded

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.