Arkolith/Funds/Northland Capital Management LLC

Northland Capital Management LLC

CIK 1693032
Holdings as of Jun 30, 2026·disclosed Jul 21, 2026·~21-day 13F lag·13F-HR
Active Filer

Northland Capital Management LLC holds a focused book of 30 stocks worth $185.5M as of Q2 2026 (disclosed Jul 21, 2026, a ~45-day 13F lag). This quarter they opened Fidelity Merrimack STR TR and trimmed Avantis US Large Cap Value. Their largest long position is Bondbloxx BBG 10Y US Tsy ETF at 15% of the equity book. Cloning the disclosed picks since 2024 would be +27% (+14.8%/yr). That is a simulation of the disclosed long book, not audited returns.

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Use Arkolith to show Northland Capital Management LLC's latest
holdings, largest changes, and filing provenance.
Opened
8
new positions
Added to
14
existing
Trimmed
13
reduced
Sold out
2
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+27.3%
+14.8%/yr · since Oct '24
Their reported book
+22.8%
held from quarter-end
S&P 500
+29.5%
same window
$9K$10K$11K$12K$13KOct '24Feb '25Jul '25Nov '25Mar '26Jul '26
Northland Capital Management LLC (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 4.5 points over this window.

Growth of $10,000 cloning Northland Capital Management LLC'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.

Concentration

Top-heavy: focused book

Top 5 holdings
49%
Top 10 holdings
75%
Top 20 holdings
95%

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

Direct sector allocation

0% mapped to company sectors

ETF / fund or unclassified
100%
Materials
0%

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.

30 positions
#SecurityValueShares% PortLast moveHistory
1Bondbloxx ETF Trust
BLOOMBERG TEN YR
$26.9M590.6K
14.5%
+4.3%
Added · +24K sh
2Schwab Strategic TR
FUNDAMENTAL US L
$18.9M608.0K
10.2%
+1.1%
Added · +7K sh
3Ishares TR
0-5 YR TIPS ETF
$16.8M164.0K
9.0%
+3.7%
Added · +6K sh
4American Centy ETF TR
US LARGE CAP VLU
$15.5M169.7K
8.3%
−36%
Reduced · −97K sh
5Fidelity Merrimack STR TR
AAA CLO ETF
$12.1M241.5K
6.5%
New
New position
6Vanguard Index FDS
TOTAL STK MKT
$11.5M31.1K
6.2%
−21%
Reduced · −8K sh
7Ishares TR
GNMA BOND ETF
$10.9M247.2K
5.9%
+4.0%
Added · +10K sh
8American Centy ETF TR
INTERNATIONAL LR
$9.8M126.0K
5.3%
+5.5%
Added · +7K sh
9Schwab Strategic TR
FUNDAMENTAL INTL
$9.6M181.8K
5.2%
+22%
Added · +33K sh
10American Centy ETF TR
US SML CP VALU
$7.1M57.3K
3.9%
+3.0%
Added · +2K sh
11Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$5.9M82.6K
3.2%
+4.8%
Added · +4K sh
12Schwab Strategic TR
FUNDAMENTAL US S
$5.5M144.5K
3.0%
+2.1%
Added · +3K sh
13Dimensional ETF Trust
US SUSTAINABILTY
$4.3M93.1K
2.3%
−5.1%
Reduced · −5K sh
14American Centy ETF TR
AVANTIS RESPON U
$3.9M44.2K
2.1%
−38%
Reduced · −28K sh
15American Centy ETF TR
EMERGING MKT VAL
$3.9M59.1K
2.1%
−17%
Reduced · −12K sh
16Schwab Strategic TR
FUND EM EQUI ETF
$3.7M92.1K
2.0%
+3.2%
Added · +3K sh
17Ishares TR
ESG AWRE 1 5 YR
$3.0M120.2K
1.6%
−3.4%
Reduced · −4K sh
18Dimensional ETF Trust
INTERNATIONAL
$2.2M48.0K
1.2%
+26%
Added · +10K sh
19American Centy ETF TR
AVAN RE INTL ETF
$2.1M26.8K
1.2%
−3.0%
Reduced · −838 sh
20Vanguard Intl Equity Index F
FTSE EMR MKT ETF
$1.9M32.6K
1.0%
−14%
Reduced · −5K sh
21American Centy ETF TR
INTL SMCP VLU
$1.8M17.1K
1.0%
+5.6%
Added · +913 sh
22Schwab Strategic TR
FUNDAMENTAL INTL
$1.7M35.1K
0.9%
+34%
Added · +9K sh
23Vanguard World FD
ESG US STK ETF
$1.7M12.8K
0.9%
−22%
Reduced · −4K sh
24Vanguard World FD
ESG INTL STK ETF
$1.4M17.4K
0.8%
−16%
Reduced · −3K sh
25Ishares TR
ESG AWARE MSCI
$916K16.4K
0.5%
−5.9%
Reduced · −1K sh
26American Centy ETF TR
AVA RES MAR ETF
$726K8.9K
0.4%
−36%
Reduced · −5K sh
27Dimensional ETF Trust
EMER MARK SU ETF
$706K14.4K
0.4%
−17%
Reduced · −3K sh
28Ishares TR
NATIONAL MUN ETF
$436K4.1K
0.2%
Held
29Vanguard Mun BD FDS
TAX EXEMPT BD
$381K7.5K
0.2%
+40%
Added · +2K sh
30Cleveland-Cliffs Inc New
COM
$231K24.6K
0.1%
Held
Showing all 30 positions

Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 21, 202630$185.5M13F-HR
Q1 2026Mar 31, 2026Apr 21, 202631$182.9M13F-HR
Q4 2025Dec 31, 2025Jan 20, 202630$178.5M13F-HR
Q3 2025Sep 30, 2025Oct 29, 202530$171.0M13F-HR
Q2 2025Jun 30, 2025Jul 14, 202531$162.4M13F-HR
Q1 2025Mar 31, 2025Apr 23, 202531$147.8M13F-HR
Q4 2024Dec 31, 2024Jan 22, 202531$134.8M13F-HR
Q3 2024Sep 30, 2024Oct 22, 202431$174.7M13F-HR

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. The performance line is a simulation of the disclosed long book, not an audited return.