Arkolith/Funds/Providence Capital Advisors, LLC

Providence Capital Advisors, LLC

CIK 1730814
Holdings as of Jun 30, 2026·disclosed Aug 11, 2026·~42-day 13F lag·13F-HR
Active Filer

Providence Capital Advisors, LLC holds a diversified book of 385 stocks worth $660.5M as of Q2 2026 (disclosed Aug 11, 2026, a ~42-day 13F lag). This quarter they opened Sysco Corp and trimmed Nvidia Corp. Their largest long position is Apple Inc at 4% of the equity book.

Opened
313
bought for the first time
Added to
58
already held, bought more
Trimmed
51
sold some, still holds it
Sold out
2
exited the position entirely

Concentration

Top-heavy: diversified book

Top 5 holdings
17%
Top 10 holdings
28%
Top 20 holdings
42%

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

Direct sector allocation

85% mapped to company sectors

Information Technology
24%
ETF / fund or unclassified
15%
Financials
11%
Industrials
10%
Health Care
9%
Consumer Discretionary
9%
Utilities
5%
Communication Services
5%

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 Providence Capital Advisors, LLC

Manager / fundShared namesTheir $ in those
BlackRock, Inc.80 / 80$2.1T
FMR LLC80 / 80$668.5B
MORGAN STANLEY80 / 80$491.5B
JPMORGAN CHASE & CO80 / 80$485.5B
BANK OF AMERICA CORP /DE/80 / 80$341.1B
GOLDMAN SACHS GROUP INC80 / 80$218.3B
Bank of New York Mellon Corp80 / 80$197.6B
ROYAL BANK OF CANADA80 / 80$154.6B

Ranked by the share of each fund's own book sitting in the names it shares with Providence Capital Advisors, 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.

385 positions
#SecurityValueShares% PortLast moveHistory
1Apple Inc
COM
$26.6M92.0K
4.0%
+7.4%
Added · +6K sh
2Nvidia Corporation
COM
$23.2M115.8K
3.5%
−0.1%
Reduced · −63 sh
3Alphabet Inc
CAP STK CL C
$22.8M64.5K
3.5%
+0.2%
Added · +117 sh
4Ishares TR
CORE S&P500 ETF
$22.0M29.3K
3.3%
+4.5%
Added · +1K sh
5Microsoft Corp
COM
$19.4M52.0K
2.9%
+0.2%
Added · +102 sh
6Palo Alto Networks Inc
COM
$16.0M46.9K
2.4%
−0.3%
Reduced · −126 sh
7Amazon Com Inc
COM
$14.7M61.6K
2.2%
−27%
Reduced · −23K sh
8JPMorgan Chase & Co
COM
$14.2M43.3K
2.1%
+3.7%
Added · +2K sh
9Ishares TR
CORE MSCI EAFE
$12.6M130.0K
1.9%
+5.0%
Added · +6K sh
10Bank Of Amer Corp
COM
$11.5M202.5K
1.7%
+1.7%
Added · +3K sh
11Qualcomm Inc
COM
$10.1M54.7K
1.5%
−1.3%
Reduced · −700 sh
12Deere & Co
COM
$9.9M15.6K
1.5%
+0.2%
Added · +28 sh
13Prologis Inc.
COM
$9.8M72.6K
1.5%
~0%
Added · +24 sh
14Thermo Fisher Scientific Inc
COM
$9.8M19.5K
1.5%
+0.1%
Added · +11 sh
15Brookfield Corp
CL A LTD VT SH
$9.7M227.2K
1.5%
−0.1%
Reduced · −244 sh
16Linde PLC
SHS
$9.6M18.5K
1.5%
+0.2%
Added · +35 sh
17International Business Machs
COM
$9.5M33.8K
1.4%
39×
Added · +33K sh
18Quanta Svcs Inc
COM
$9.4M13.1K
1.4%
−17%
Reduced · −3K sh
19SLB Limited
COM STK
$9.1M195.3K
1.4%
−0.1%
Reduced · −111 sh
20Zebra Technologies Corporati
CL A
$9.0M34.3K
1.4%
+0.3%
Added · +115 sh
21Eaton Corp PLC
SHS
$8.9M20.8K
1.3%
+0.1%
Added · +20 sh
22Nike Inc
CL B
$8.8M213.7K
1.3%
+62%
Added · +82K sh
23Home Depot Inc
COM
$8.7M24.6K
1.3%
~0%
Reduced · −8 sh
24Sysco Corp
COM
$8.5M101.5K
1.3%
New
New position
25Wells Fargo & Co
COM
$8.3M100.1K
1.3%
+25%
Added · +20K sh
26Broadcom Inc
COM
$8.2M21.7K
1.2%
+1.4%
Added · +301 sh
27Lowes Cos Inc
COM
$8.0M36.4K
1.2%
New
New position
28Xylem Inc
COM
$7.8M66.0K
1.2%
+29%
Added · +15K sh
29Progressive Corp
COM
$7.7M35.3K
1.2%
New
New position
30Medtronic PLC
SHS
$7.6M97.1K
1.2%
+31%
Added · +23K sh
31TJX Cos Inc New
COM
$7.5M49.4K
1.1%
+0.4%
Added · +198 sh
32Netflix Inc.
COM
$7.5M104.8K
1.1%
New
New position
33Waste Mgmt Inc Del
COM
$7.4M33.3K
1.1%
New
New position
34Emerson Elec Co
COM
$7.4M51.8K
1.1%
New
New position
35Zimmer Biomet Holdings Inc
COM
$7.4M85.9K
1.1%
+8.7%
Added · +7K sh
36Ishares TR
IBOXX INV CP ETF
$7.4M67.6K
1.1%
+0.4%
Added · +246 sh
37S&P Global Inc
COM
$7.1M17.4K
1.1%
~0%
Reduced · −3 sh
38Kroger Co
COM
$7.1M127.4K
1.1%
+22%
Added · +23K sh
39Walmart Inc
COM
$6.9M60.5K
1.0%
+0.3%
Added · +201 sh
40Exxon Mobil Corp
COM
$6.7M48.7K
1.0%
14×
Added · +45K sh
41Stryker Corporation
COM
$6.6M21.1K
1.0%
+40%
Added · +6K sh
42Disney Walt Co
COM
$6.6M68.5K
1.0%
+0.4%
Added · +265 sh
43Duke Energy Corp New
COM NEW
$6.3M49.6K
0.9%
+1.3%
Added · +641 sh
44Colgate Palmolive Co
COM
$6.3M68.4K
0.9%
~0%
Reduced · −29 sh
45Comcast Corp New
CL A
$5.9M241.6K
0.9%
+2.5%
Added · +6K sh
46US Bancorp
COM NEW
$5.6M92.5K
0.8%
−0.4%
Reduced · −339 sh
47Ishares TR
ISHS 1-5YR INVS
$5.6M106.2K
0.8%
+0.1%
Added · +147 sh
48Southern Co
COM
$5.4M55.9K
0.8%
−0.3%
Reduced · −163 sh
49American Elec PWR Co Inc
COM
$5.3M38.5K
0.8%
−24%
Reduced · −12K sh
50Novartis AG
SPONSORED ADR
$5.2M32.9K
0.8%
−0.2%
Reduced · −79 sh
Showing 50 of 385 positions
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Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 11, 2026385$660.5M13F-HR
Q1 2026Mar 31, 2026May 14, 2026200$612.7M13F-HR
Q4 2025Dec 31, 2025Feb 12, 2026213$594.4M13F-HR
Q3 2025Sep 30, 2025Nov 6, 2025220$577.4M13F-HR
Q2 2025Jun 30, 2025Aug 13, 2025232$544.7M13F-HR
Q1 2025Mar 31, 2025May 13, 2025125$481.2M13F-HR
Q4 2024Dec 31, 2024Feb 12, 2025119$493.1M13F-HR
Q3 2024Sep 30, 2024Nov 13, 2024354$503.5M13F-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.