Arkolith/Funds/Pring Turner Capital Group Inc

Pring Turner Capital Group Inc

CIK 1568839
Holdings as of Jun 30, 2026·disclosed Aug 10, 2026·~41-day 13F lag·13F-HR
Active Filer

Pring Turner Capital Group Inc holds a diversified book of 73 reported positions worth $174.6M as of Q2 2026 (disclosed Aug 10, 2026, a ~41-day 13F lag). This quarter they opened ExxonMobil Holdings Corp and trimmed Prologis Inc. Their largest long position is Ishares Expanded Tech-Softwa at 5% of the reported non-option book. Cloning the disclosed picks since 2024 would be +23% (+11.8%/yr). That is a simulation of the disclosed long book, not audited returns.

Sold out
4
exited the position entirely
+1 more · largest first, by prior value

Growth of $10,000: cloning the disclosed book

If you'd copied them
+22.6%
+11.8%/yr · since Nov '24
Their reported book
+27.9%
held from quarter-end
S&P 500
+30.6%
same window
$9K$10K$11K$12K$13KNov '24Mar '25Aug '25Dec '25Apr '26Sep '26
Pring Turner Capital Group Inc (copied at disclosure) S&P 500

The reported book (valued from quarter-end) returned +27.9%, a 5.3-point gap that is the cost of the ~41-day 13F disclosure lag a real follower can't avoid.

Growth of $10,000 cloning Pring Turner Capital Group Inc's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~41 days for the latest filing, with 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.

How much sits in the biggest positions

Top-heavy: diversified book

Top 5 holdings
21%
Top 10 holdings
38%
Top 20 holdings
67%

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

93% mapped to company sectors

Financials
22%
Industrials
18%
Real Estate
14%
Information Technology
14%
ETFs / funds
7%
Energy
7%
Materials
6%
Utilities
6%

+4 sectors below the cut, 6% 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.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Pring Turner Capital Group Inc

Manager / fundShared namesTheir $ in those
Marest Capital, LLC15 / 73$179.6M
AdviceOne Advisory Services, LLC18 / 73$153.7M
Ardent Capital Management, Inc.13 / 73$198.9M
9823 Capital, L.P.8 / 73$115.6M
Independent Investors Inc24 / 73$399.7M
United American Securities Inc. (d/b/a UAS Asset Management)7 / 73$335.8M
Warren Buffett7 / 73$213.7B
Trust Asset Management LLC27 / 73$1.1B

Ranked by the share of each fund's own book sitting in the names it shares with Pring Turner Capital Group Inc: 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.

73 positions
#SecurityValueShares% PortLast moveHistory
1Ishares Expanded Tech-Software Sector ETF
ETF
$8.2M82.3K
4.7%
+55%
Added · +29K sh
2Charles Schwab Corp
COM
$8.1M75.0K
4.6%
+0.3%
Added · +211 sh
3Microsoft Corp Com
COM
$7.2M14.5K
4.1%
+56%
Added · +5K sh
4Prologis Inc. Com
COM
$6.7M48.4K
3.9%
−0.7%
Reduced · −348 sh
5Cummins Inc Com
COM
$6.4M10.0K
3.7%
−36%
Reduced · −6K sh
6Public Storage Com
COM
$6.3M19.2K
3.6%
+0.7%
Added · +131 sh
7Union Pac Corp Com
COM
$6.1M20.6K
3.5%
+1.0%
Added · +197 sh
8American Express Co Com
COM
$5.8M16.9K
3.3%
−0.1%
Reduced · −25 sh
9Texas Instrs Inc Com
COM
$5.7M20.6K
3.3%
−42%
Reduced · −15K sh
10Bank America Corp Com
COM
$5.6M88.4K
3.2%
+0.2%
Added · +154 sh
11Home Depot Inc Com
COM
$5.3M15.3K
3.1%
+10.0%
Added · +1K sh
12McKesson Corp Com
COM
$5.3M6.1K
3.1%
+2.3%
Added · +137 sh
13Texas Pacific Land Corporation Com
COM
$5.3M14.8K
3.0%
+8.8%
Added · +1K sh
14Berkshire Hathaway Inc Del
CL B NEW
$5.2M10.0K
3.0%
+36%
Added · +3K sh
15Equity Lifestyle Properties Com
COM
$5.0M78.0K
2.9%
+5.1%
Added · +4K sh
16Southern Peru Copper Corp
COM
$4.9M25.4K
2.8%
+0.3%
Added · +87 sh
17Oracle Corporation
COM
$4.9M34.0K
2.8%
+0.8%
Added · +277 sh
18Mid-Amer Apt Cmntys Inc
COM
$4.8M36.2K
2.8%
−4.1%
Reduced · −2K sh
19ConocoPhillips Com
COM
$4.8M41.0K
2.7%
+83%
Added · +19K sh
20Chevron Corp New
COM
$4.7M24.9K
2.7%
−4.7%
Reduced · −1K sh
21Eaton Corp PLC SHS
COM
$4.1M9.1K
2.3%
−14%
Reduced · −1K sh
22Atmos Energy Corp Com
COM
$3.9M22.6K
2.2%
−3.0%
Reduced · −705 sh
23Kinder Morgan Inc Del Com
COM
$3.4M109.8K
2.0%
−24%
Reduced · −35K sh
24Proshares S&P 500 Dividend Aristocrats ETF
ETF
$3.4M58.9K
2.0%
−20%
Reduced · −15K sh
25Wheaton Precious Metals Corp Com
COM
$3.3M26.2K
1.9%
−36%
Reduced · −15K sh
26Wells Fargo Co New
COM
$3.2M36.6K
1.8%
+1.4%
Added · +524 sh
27Idacorp Inc Com
COM
$3.0M21.4K
1.7%
−2.9%
Reduced · −632 sh
28RTX Corporation Com
COM
$3.0M13.4K
1.7%
Held
29Apple Inc
COM
$2.5M8.0K
1.4%
−13%
Reduced · −1K sh
30ExxonMobil Holdings Corp Com SHS
COM
$2.2M14.2K
1.3%
New
New position
31General Electric Co Com New
COM
$2.0M5.3K
1.1%
Held
32Ameriprise Finl Inc Com
COM
$1.8M3.2K
1.0%
Held
33Camden Ppty TR SH Ben Int
COM
$1.6M14.9K
0.9%
+21%
Added · +3K sh
34Franco-Nevada Corp Com
COM
$1.5M6.5K
0.9%
−25%
Reduced · −2K sh
35Royal Gold Inc Com
COM
$1.5M6.7K
0.8%
−58%
Reduced · −9K sh
36Ge Vernova Inc Com
COM
$1.4M1.4K
0.8%
Held
37Meta Platforms Inc CL A
CL A
$1.3M2.2K
0.7%
−0.7%
Reduced · −15 sh
38Johnson & Johnson Com
COM
$1.2M4.5K
0.7%
−0.7%
Reduced · −30 sh
39Choice Hotels Intl Inc Com
COM
$1.1M10.0K
0.6%
−9.6%
Reduced · −1K sh
40Carrier Global Corporation Com
COM
$969K15.2K
0.6%
Held
41Alphabet Inc Cap STK CL C
CAP STK CL C
$961K2.7K
0.6%
−40%
Reduced · −2K sh
42Merck & Co
COM
$727K5.7K
0.4%
−13%
Reduced · −826 sh
43Procter & Gamble Co Com
COM
$706K4.8K
0.4%
Held
44Darden Restaurants Inc
COM
$633K3.0K
0.4%
Held
45Otis Worldwide Corp Com
COM
$559K7.6K
0.3%
Held
46Cisco Sys Inc Com
COM
$544K4.5K
0.3%
Held
47JPMorgan Chase & Co Com
COM
$465K1.3K
0.3%
Held
48Eli Lilly & Co Com
COM
$436K366
0.2%
−1.3%
Reduced · −5 sh
49Schwab Etfs- US Small-Cap ETF
ETF
$377K11.0K
0.2%
+17%
Added · +2K sh
50Coca Cola Co Com
COM
$355K4.1K
0.2%
−0.7%
Reduced · −30 sh
Showing 50 of 73 positions
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Filing history

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

$174.6M · Q2 2026Q3 2024 · $158.4MQ2 2026 · $174.6M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Aug 10, 202641d73$174.6M13F-HR
Q1 2026Mar 31, 2026May 13, 202643d72$166.1M13F-HR
Q4 2025Dec 31, 2025Feb 10, 202641d68$161.6M13F-HR
Q3 2025Sep 30, 2025Nov 7, 202538d69$163.8M13F-HR
Q2 2025Jun 30, 2025Aug 12, 202543d67$154.8M13F-HR
Q1 2025Mar 31, 2025May 13, 202543d66$161.2M13F-HR
Q4 2024Dec 31, 2024Feb 4, 202535d66$149.3M13F-HR
Q3 2024Sep 30, 2024Nov 13, 202444d69$158.4M13F-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. The performance line is a simulation of the disclosed long book, not an audited return.