Arkolith/Funds/Old Mission Investment Co LLC

Old Mission Investment Co LLC

CIK 2149839
Holdings as of Jun 30, 2026·disclosed Aug 14, 2026·~45-day 13F lag·13F-HR
Active Filer

Old Mission Investment Co LLC holds a focused book of 163 reported positions worth $480.5M as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). Their largest long position is Vanguard Ftse Developed ETF at 13% of the reported non-option book.

First tracked quarter for this filer. Quarter-over-quarter changes (opened / added / trimmed / sold) appear once the next 13F is filed and there is a prior book to compare.

How much sits in the biggest positions

Top-heavy: focused book

Top 5 holdings
49%
Top 10 holdings
61%
Top 20 holdings
73%

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

Where the money is, by sector

34% mapped to company sectors

ETFs / funds
66%
Information Technology
14%
Financials
5%
Consumer Discretionary
4%
Health Care
3%
Industrials
3%
Energy
2%
Materials
1%

+4 sectors below the cut, 1% together

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.

Funds with the most overlap

Other tracked managers holding the same core names as Old Mission Investment Co LLC

Manager / fundShared namesTheir $ in those
Donor Advised Charitable Giving, Inc.9 / 80$4.4B
Swiss Re Ltd46 / 80$1.1B
Hoffman, Alan N Investment Management9 / 80$161.3M
Prospect Hill Management, LLC9 / 80$241.4M
Marest Capital, LLC17 / 80$184.8M
Greenbrier Partners Capital Management, LLC8 / 80$1.2B
Ardent Capital Management, Inc.24 / 80$214.8M
Emerald Advisors, LLC44 / 80$710.5M

Ranked by the share of each fund's own book sitting in the names it shares with Old Mission Investment Co LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

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

163 positions
#SecurityValueShares% PortLast moveHistory
1Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$60.2M845.5K
12.5%
New
New position
2Vanguard Index FDS
GROWTH ETF
$53.0M615.3K
11.0%
New
New position
3Vanguard Specialized Funds
DIV APP ETF
$46.5M196.7K
9.7%
New
New position
4Vanguard Index FDS
VALUE ETF
$41.2M189.2K
8.6%
New
New position
5Apple Inc
COM
$35.2M121.5K
7.3%
New
New position
6Vanguard Index FDS
SMALL CP ETF
$20.0M66.0K
4.2%
New
New position
7Vanguard Intl Equity Index F
FTSE EMR MKT ETF
$13.0M217.9K
2.7%
New
New position
8Amazon Com Inc
COM
$8.2M34.4K
1.7%
New
New position
9State STR SPDR S&P 500 ETF T
TR UNIT
$7.7M10.3K
1.6%
New
New position
10Ishares TR
CORE S&P MCP ETF
$7.1M92.1K
1.5%
New
New position
11Ishares TR
S&P 500 GRWT ETF
$6.8M49.4K
1.4%
New
New position
12Ishares TR
CORE S&P US GWT
$6.8M36.1K
1.4%
New
New position
13Caterpillar Inc
COM
$6.6M6.2K
1.4%
New
New position
14Microsoft Corp
COM
$6.5M17.4K
1.4%
New
New position
15Ishares TR
CORE S&P US VLU
$6.1M55.3K
1.3%
New
New position
16Exxon Mobil Corp
COM
$5.9M42.9K
1.2%
New
New position
17Chevron Corporation
COM
$5.5M33.2K
1.1%
New
New position
18Ishares TR
S&P 500 VAL ETF
$5.5M24.1K
1.1%
New
New position
19Ishares TR
CORE S&P SCP ETF
$5.2M35.0K
1.1%
New
New position
20Nvidia Corporation
COM
$5.0M24.9K
1.0%
New
New position
21Visa Inc
COM CL A
$4.9M14.2K
1.0%
New
New position
22JPMorgan Chase & Co
COM
$4.8M14.7K
1.0%
New
New position
23Ishares TR
CORE S&P500 ETF
$4.4M5.9K
0.9%
New
New position
24Berkshire Hathaway Inc Del
CL B NEW
$4.1M8.2K
0.8%
New
New position
25Johnson & Johnson
COM
$3.8M15.1K
0.8%
New
New position
26Walmart Inc
COM
$3.7M33.0K
0.8%
New
New position
27Fidelity Covington Trust
HIGH DIVID ETF
$3.4M57.1K
0.7%
New
New position
28Alphabet Inc
CAP STK CL C
$3.1M8.9K
0.7%
New
New position
29Procter & Gamble Co
COM
$3.1M21.0K
0.6%
New
New position
30Intel Corp
COM
$3.1M21.9K
0.6%
New
New position
31Ishares TR
CORE DIV GRWTH
$2.7M35.6K
0.6%
New
New position
32Ishares TR
RUS 1000 GRW ETF
$2.7M21.4K
0.6%
New
New position
33Bank Of Amer Corp
COM
$2.6M46.0K
0.5%
New
New position
34Alphabet Inc
CAP STK CL A
$2.4M6.8K
0.5%
New
New position
35Verizon Communications Inc
COM
$2.1M48.6K
0.4%
New
New position
36Fifth Third Bancorp
COM
$1.9M34.0K
0.4%
New
New position
37Abbvie Inc
COM
$1.8M7.3K
0.4%
New
New position
38International Business Machs
COM
$1.8M6.5K
0.4%
New
New position
39Goldman Sachs Group Inc
COM
$1.8M1.8K
0.4%
New
New position
40Abbott Laboratories
COM
$1.7M18.5K
0.4%
New
New position
41Starbucks Corp
COM
$1.7M16.3K
0.3%
New
New position
42Air Products And Chemicals I
COM
$1.7M5.6K
0.3%
New
New position
43Ishares TR
CORE MSCI EAFE
$1.6M16.1K
0.3%
New
New position
44Oracle Corp
COM
$1.5M10.5K
0.3%
New
New position
45Disney Walt Co
COM
$1.5M15.7K
0.3%
New
New position
46Block Inc
CL A
$1.5M19.9K
0.3%
New
New position
47Ishares TR
0-3 MTH TREASURY
$1.5M14.7K
0.3%
New
New position
48American Express Co
COM
$1.5M4.4K
0.3%
New
New position
49Ishares Inc
CORE MSCI EMKT
$1.5M17.7K
0.3%
New
New position
50Applied Matls Inc
COM
$1.4M1.9K
0.3%
New
New position
Showing 50 of 163 positions
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Filing history

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

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Aug 14, 202645d163$480.5M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. 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.