Arkolith/Funds/Outlook Capital Management, LLC

Outlook Capital Management, LLC

CIK 2149913
Holdings as of Jun 30, 2026·disclosed Aug 14, 2026·~45-day 13F lag·13F-HR
Active Filer

Outlook Capital Management, LLC holds a concentrated book of 42 stocks worth $309.8M as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). Their largest long position is Micron Technology Inc at 63% of the equity 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.

Concentration

Top-heavy: concentrated book

Top 5 holdings
86%
Top 10 holdings
97%
Top 20 holdings
99%

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

Direct sector allocation

100% mapped to company sectors

Information Technology
74%
Industrials
15%
Materials
6%
Energy
3%
Financials
1%
Consumer Discretionary
0%
Utilities
0%
ETF / fund or unclassified
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.

Funds with the most overlap

Other tracked managers holding the same core names as Outlook Capital Management, LLC

Manager / fundShared namesTheir $ in those
Uhlmann Price Securities, LLC23 / 42$2.4B
Independent Investors Inc16 / 42$398.6M
Dan Sundheim4 / 42$22.3B
Summa Corp.12 / 42$202.5M
V. M. Manning & Co., Inc.16 / 42$72.8M
Ghe, LLC5 / 42$154.7M
Greenleaf Trust34 / 42$5.8B
Granite Group Advisors, LLC15 / 42$95.4M

Ranked by the share of each fund's own book sitting in the names it shares with Outlook Capital Management, 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 stock's share of the portfolio. Click a row for its position history.

42 positions
#SecurityValueShares% PortLast moveHistory
1Micron Technology Inc
COM
$196.1M169.8K
63.3%
New
New position
2Caterpillar Inc
COM
$24.4M22.9K
7.9%
New
New position
3Freeport McMoran Inc
CL B
$18.5M293.4K
6.0%
New
New position
4Cummins Inc
COM
$15.3M21.4K
4.9%
New
New position
5Texas Instrs Inc
COM
$11.7M39.4K
3.8%
New
New position
6Nvidia Corporation
COM
$9.5M47.5K
3.1%
New
New position
7ConocoPhillips
COM
$8.3M80.0K
2.7%
New
New position
8Microsoft Corp
COM
$8.1M21.7K
2.6%
New
New position
9Lockheed Martin Corp
COM
$6.0M11.8K
1.9%
New
New position
10US Bancorp
COM NEW
$3.3M54.0K
1.1%
New
New position
11Exxon Mobil Corp
COM
$1.4M10.2K
0.4%
New
New position
12General Dynamics Corp
COM
$1.3M3.8K
0.4%
New
New position
13Paccar Inc
COM
$1.1M9.3K
0.4%
New
New position
14Advanced Micro Devices Inc
COM
$626K1.1K
0.2%
New
New position
15Apple Inc
COM
$492K1.7K
0.2%
New
New position
16JPMorgan Chase &CO
COM
$445K1.4K
0.1%
New
New position
17Cisco Sys Inc
COM
$434K3.7K
0.1%
New
New position
18Enterprise Prods Partners L
COM
$398K10.8K
0.1%
New
New position
19Kla Corp
COM NEW
$395K1.3K
0.1%
New
New position
20Deere &CO
COM
$339K535
0.1%
New
New position
21Quanta Svcs Inc
COM
$300K416
0.1%
New
New position
22Oneok Inc New
COM
$234K2.7K
0.1%
New
New position
23Emerson Elec Co
COM
$202K1.4K
0.1%
New
New position
24Vanguard Index FDS
REAL ESTATE ETF
$106K1.1K
0.0%
New
New position
25Thermo Fisher Scientific Inc
COM
$103K206
0.0%
New
New position
26Vanguard World FD
CONSUM DIS ETF
$103K260
0.0%
New
New position
27Vanguard Intl Equity Index F
FTSE EMR MKT ETF
$89K1.5K
0.0%
New
New position
28Stryker Corporation
COM
$88K280
0.0%
New
New position
29International Business Machs
COM
$84K300
0.0%
New
New position
30American Elec PWR Co Inc
COM
$82K601
0.0%
New
New position
31Abbvie Inc
COM
$74K293
0.0%
New
New position
32Vanguard Intl Equity Index F
FTSE PACIFIC ETF
$71K614
0.0%
New
New position
33Vanguard World FD
FINANCIALS ETF
$71K539
0.0%
New
New position
34Select Sector SPDR TR
ST STR FINL ETF
$36K670
0.0%
New
New position
35Johnson &Johnson
COM
$28K110
0.0%
New
New position
36American Healthcare REIT Inc
COM SHS
$25K487
0.0%
New
New position
37Honeywell Intl Inc
COM
$22K100
0.0%
New
New position
38Honeywell Aerospace Inc
COM
$22K100
0.0%
New
New position
39Space Exploration Techn Corp
CLASS A COM STK
$19K110
0.0%
New
New position
40Solstice Advanced Matls Inc
COM SHS
$4K50
0.0%
New
New position
41McDonalds Corp
COM
$8113
0.0%
New
New position
42Disney Walt Co
COM
$6747
0.0%
New
New position
Showing all 42 positions
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Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 14, 202642$309.8M13F-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.