Arkolith/Funds/Peirce Capital Management, LLC

Peirce Capital Management, LLC

CIK 2008166
Holdings as of Jun 30, 2026·disclosed Jul 10, 2026·~10-day 13F lag·13F-HR
Active Filer

Peirce Capital Management, LLC holds a focused book of 45 stocks worth $272.7M as of Q2 2026 (disclosed Jul 10, 2026, a ~45-day 13F lag). This quarter they opened Abbvie Inc and trimmed Dimensional US Core Equity 2. Their largest long position is Dimensional US Core Equity 2 at 12% of the equity book.

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holdings, largest changes, and filing provenance.
Opened
2
new positions
Added to
11
existing
Trimmed
25
reduced
Sold out
0
exited

Concentration

Top-heavy: focused book

Top 5 holdings
51%
Top 10 holdings
79%
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

2% mapped to company sectors

ETF / fund or unclassified
98%
Information Technology
1%
Energy
1%
Consumer Discretionary
0%
Health Care
0%
Materials
0%
Utilities
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

Funds with the most overlap

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

Manager / fundShared namesTheir $ in those
MORGAN STANLEY45 / 45$308.4B
JPMORGAN CHASE & CO45 / 45$294.3B
UBS Group AG45 / 45$76.9B
LPL Financial LLC45 / 45$44.8B
Creative Planning45 / 45$34.7B
MERCER GLOBAL ADVISORS INC /ADV45 / 45$15.9B
OSAIC HOLDINGS, INC.45 / 45$10.2B
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC45 / 45$9.1B

Ranked by how many of Peirce Capital Management, LLC's top 45 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

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

45 positions
#SecurityValueShares% PortLast moveHistory
1Dimensional ETF Trust
US COR EQU 2 ETF
$33.1M746.2K
12.1%
−6.7%
Reduced · −53K sh
2Ea Series Trust
BRID OMN SMA ETF
$28.4M973.0K
10.4%
−46%
Reduced · −845K sh
3Ishares TR
CORE S&P TTL STK
$27.4M166.9K
10.1%
+4.7%
Added · +8K sh
4American Centy ETF TR
US SML CP VALU
$27.0M216.6K
9.9%
+477%
Added · +179K sh
5American Centy ETF TR
INTL SMCP VLU
$23.0M222.8K
8.4%
+0.7%
Added · +1K sh
6Dimensional ETF Trust
EMERGING MKTS CO
$18.7M459.3K
6.8%
−3.7%
Reduced · −18K sh
7Ishares TR
CORE MSCI INTL
$16.9M189.9K
6.2%
+6.4%
Added · +11K sh
8Dimensional ETF Trust
INTERNATNAL VAL
$16.0M296.4K
5.9%
−7.8%
Reduced · −25K sh
9Vanguard Scottsdale FDS
INTER TERM TREAS
$15.5M262.4K
5.7%
−1.4%
Reduced · −4K sh
10Dimensional ETF Trust
US MKTWIDE VALUE
$9.8M178.6K
3.6%
−8.2%
Reduced · −16K sh
11Dimensional ETF Trust
SHOR DUR FIX ETF
$9.2M192.5K
3.4%
−2.2%
Reduced · −4K sh
12Dimensional ETF Trust
WORLD EX US CORE
$7.8M212.7K
2.9%
−6.1%
Reduced · −14K sh
13Dimensional ETF Trust
GLOBAL REAL EST
$7.1M244.3K
2.6%
−3.5%
Reduced · −9K sh
14Vanguard Malvern FDS
STRM INFPROIDX
$6.4M127.8K
2.4%
−3.1%
Reduced · −4K sh
15Vanguard Index FDS
TOTAL STK MKT
$4.1M10.9K
1.5%
−2.2%
Reduced · −243 sh
16Dimensional ETF Trust
INTL CORE EQUITY
$2.6M69.7K
1.0%
−11%
Reduced · −8K sh
17Dimensional ETF Trust
INTL SMALL CAP V
$1.7M41.3K
0.6%
−9.3%
Reduced · −4K sh
18SPDR Index SHS FDS
ST STR PO EX ETF
$1.4M27.8K
0.5%
−11%
Reduced · −4K sh
19Dimensional ETF Trust
US CORE EQT MKT
$1.3M26.1K
0.5%
Held
20Ishares TR
GLOBAL REIT ETF
$1.2M45.2K
0.5%
−0.4%
Reduced · −181 sh
21Microsoft Corp
COM
$1.1M3.0K
0.4%
+4.2%
Added · +122 sh
22Dimensional ETF Trust
US TARGETED VLU
$1.1M15.8K
0.4%
−14%
Reduced · −3K sh
23Ishares Inc
CORE MSCI EMKT
$1.0M12.5K
0.4%
−3.6%
Reduced · −464 sh
24Nvidia Corporation
COM
$781K3.9K
0.3%
+5.3%
Added · +197 sh
25Vanguard World FD
ESG US STK ETF
$778K5.9K
0.3%
~0%
Added · +2 sh
26Dimensional ETF Trust
US SMALL CAP ETF
$773K19.9K
0.3%
Held
27SPDR Series Trust
ST STR PR SP1500
$726K8.0K
0.3%
−7.1%
Reduced · −614 sh
28Tesla Inc
COM
$697K1.7K
0.3%
+1.5%
Added · +25 sh
29Commercial Metals Co
COM
$688K11.0K
0.3%
Held
30Exxon Mobil Corp
COM
$646K4.7K
0.2%
−1.4%
Reduced · −68 sh
31Vanguard Intl Equity Index F
FTSE EMR MKT ETF
$624K10.5K
0.2%
−0.9%
Reduced · −93 sh
32Vanguard Index FDS
SMALL CP ETF
$600K2.0K
0.2%
−0.8%
Reduced · −17 sh
33Ishares TR
MSCI INTL VLU FT
$583K13.9K
0.2%
−16%
Reduced · −3K sh
34Invesco Exchange Traded FD T
S&P500 EQL WGT
$491K2.3K
0.2%
Held
35Eli Lilly & Co
COM
$483K403
0.2%
+6.9%
Added · +26 sh
36Talos Energy Inc
COM
$471K36.5K
0.2%
Held
37Dimensional ETF Trust
EMGR CRE EQT MNG
$371K9.2K
0.1%
−9.5%
Reduced · −969 sh
38Chevron Corporation
COM
$351K2.1K
0.1%
+0.4%
Added · +8 sh
39Cheniere Energy Inc
COM NEW
$300K1.3K
0.1%
Held
40Amazon Com Inc
COM
$285K1.2K
0.1%
−5.0%
Reduced · −63 sh
41ConocoPhillips
COM
$278K2.7K
0.1%
−48%
Reduced · −3K sh
42Apple Inc
COM
$269K929
0.1%
Held
43Vanguard Index FDS
GROWTH ETF
$246K2.9K
0.1%
+500%
Added · +2K sh
44Abbvie Inc
COM
$220K873
0.1%
New
New position
45Micron Technology Inc
COM
$201K174
0.1%
New
New position
Showing all 45 positions

Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 10, 202645$272.7M13F-HR
Q1 2026Mar 31, 2026Apr 20, 202643$255.7M13F-HR
Q4 2025Dec 31, 2025Feb 6, 202643$251.2M13F-HR
Q3 2025Sep 30, 2025Oct 6, 202540$240.6M13F-HR
Q2 2025Jun 30, 2025Jul 8, 202545$225.6M13F-HR
Q1 2025Mar 31, 2025May 1, 202535$202.1M13F-HR
Q4 2024Dec 31, 2024Jan 2, 202535$194.9M13F-HR
Q3 2024Sep 30, 2024Oct 9, 202435$199.2M13F-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. Price-derived performance is withheld until the price-source policy and freshness gate are green.