Arkolith/Funds/Red Spruce Capital, LLC

Red Spruce Capital, LLC

CIK 1795356
Holdings as of Jun 30, 2026·disclosed Jul 7, 2026·~7-day 13F lag·13F-HR
Active Filer

Red Spruce Capital, LLC holds a diversified book of 94 stocks worth $286.8M as of Q2 2026 (disclosed Jul 7, 2026, a ~45-day 13F lag). This quarter they opened BlackRock Inc and trimmed Alphabet Inc-CL A. Their largest long position is Alphabet Inc-CL A at 7% of the equity book. Cloning the disclosed picks since 2024 would be +32% (+16.5%/yr). That is a simulation of the disclosed long book, not audited returns.

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Use Arkolith to show Red Spruce Capital, LLC's latest
holdings, largest changes, and filing provenance.
Opened
6
new positions
Added to
48
existing
Trimmed
28
reduced
Sold out
5
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+32.1%
+16.5%/yr · since Oct '24
Their reported book
+26.4%
held from quarter-end
S&P 500
+31.6%
same window
$9K$10K$11K$12K$13KOct '24Feb '25Jun '25Nov '25Mar '26Jul '26
Red Spruce Capital, LLC (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 5.7 points over this window.

Growth of $10,000 cloning Red Spruce Capital, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, 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.

Concentration

Top-heavy: diversified book

Top 5 holdings
23%
Top 10 holdings
37%
Top 20 holdings
56%

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

Direct sector allocation

86% mapped to company sectors

Information Technology
38%
ETF / fund or unclassified
14%
Health Care
12%
Industrials
9%
Consumer Discretionary
7%
Financials
6%
Materials
5%
Communication Services
2%

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 Red Spruce Capital, LLC

Manager / fundShared namesTheir $ in those
FMR LLC80 / 80$715.3B
MORGAN STANLEY80 / 80$423.3B
JPMORGAN CHASE & CO80 / 80$420.3B
BANK OF AMERICA CORP /DE/80 / 80$284.5B
ROYAL BANK OF CANADA80 / 80$116.7B
AMERIPRISE FINANCIAL INC80 / 80$113.5B
UBS Group AG80 / 80$112.5B
WELLS FARGO & COMPANY/MN80 / 80$104.5B

Ranked by how many of Red Spruce Capital, LLC's top 80 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.

94 positions
#SecurityValueShares% PortLast moveHistory
1Alphabet Inc. - Class A Common Stock
CAP STK CL A
$19.6M54.8K
6.8%
−0.4%
Reduced · −222 sh
2Applied Materials, Inc. - Common Stock
COM
$13.1M18.1K
4.6%
−41%
Reduced · −13K sh
3AbbVie Inc. Common Stock
COM
$11.2M44.5K
3.9%
~0%
Added · +8 sh
4ASML Holding N.V. - New York Registry Shares
N Y REGISTRY SHS
$10.9M5.5K
3.8%
−1.3%
Reduced · −71 sh
5Broadcom Inc. - Common Stock
COM
$10.6M28.1K
3.7%
+0.7%
Added · +196 sh
6Invesco BulletShares 2027 Corporate Bond ETF
BULSHS 2027 CB
$10.2M519.5K
3.6%
−0.5%
Reduced · −3K sh
7Invesco BulletShares 2028 Corporate Bond ETF
INVSCO BLSH 28
$9.0M441.2K
3.1%
+0.9%
Added · +4K sh
8Microsoft Corporation - Common Stock
COM
$7.9M21.2K
2.8%
+39%
Added · +6K sh
9Marvell Technology, Inc. - Common Stock
COM
$7.6M25.4K
2.6%
−28%
Reduced · −10K sh
10Amazon.com, Inc. - Common Stock
COM
$7.3M30.8K
2.6%
+102%
Added · +16K sh
11Invesco BulletShares 2031 Corporate Bond ETF
BULETSHS 2031 CP
$6.9M422.3K
2.4%
10×
Added · +381K sh
12Eaton Corporation, PLC Ordinary Shares
SHS
$6.6M15.6K
2.3%
+0.8%
Added · +132 sh
13Invesco BulletShares 2029 Corporate Bond ETF
BULETSHS 2029
$5.5M297.7K
1.9%
+15%
Added · +38K sh
14Meta Platforms, Inc. - Class A Common Stock
CL A
$5.3M9.3K
1.8%
+0.9%
Added · +84 sh
15Charles Schwab Corporation (The) Common Stock
COM
$5.1M55.3K
1.8%
+29%
Added · +12K sh
16Delta Air Lines, Inc. Common Stock
COM NEW
$5.0M53.9K
1.8%
+1.0%
Added · +536 sh
17Eli Lilly and Company Common Stock
COM
$4.9M4.1K
1.7%
−3.4%
Reduced · −145 sh
18Linde plc - Ordinary Shares
SHS
$4.6M8.8K
1.6%
−2.8%
Reduced · −251 sh
19Johnson Controls International plc Ordinary Share
SHS
$4.5M31.1K
1.6%
+0.8%
Added · +265 sh
20Snowflake Inc. Common Stock
CL A
$4.3M16.9K
1.5%
−0.7%
Reduced · −123 sh
21Texas Roadhouse, Inc. - Common Stock
COM
$4.3M22.2K
1.5%
+0.8%
Added · +180 sh
22Coherent Corp. Common Stock
COM
$4.2M10.6K
1.5%
+241%
Added · +8K sh
23Martin Marietta Materials, Inc. Common Stock
COM
$3.9M6.8K
1.4%
+0.8%
Added · +55 sh
24MongoDB, Inc. - Class A Common Stock
CL A
$3.9M11.6K
1.4%
−1.2%
Reduced · −145 sh
25Woodward, Inc. - Common Stock
COM
$3.7M8.6K
1.3%
−39%
Reduced · −6K sh
26SouthState Bank Corporation Common Stock
COM
$3.5M35.5K
1.2%
−2.1%
Reduced · −750 sh
27Merck & Company, Inc. Common Stock (new)
COM
$3.4M26.4K
1.2%
+1.3%
Added · +347 sh
28Invesco BulletShares 2030 Corporate Bond ETF
INVSCO 30 CORP
$3.4M203.0K
1.2%
+140%
Added · +119K sh
29Johnson & Johnson Common Stock
COM
$3.3M13.1K
1.2%
+1.4%
Added · +179 sh
30American Water Works Company, Inc. Common Stock
COM
$3.3M25.2K
1.2%
+25%
Added · +5K sh
31Abbott Laboratories Common Stock
COM
$3.3M36.2K
1.1%
+24%
Added · +7K sh
32BlackRock, Inc. Common Stock
COM
$3.2M3.4K
1.1%
New
New position
33MSC Industrial Direct Company, Inc. Common Stock
CL A
$2.9M24.6K
1.0%
+1.4%
Added · +353 sh
34Verizon Communications Inc. Common Stock
COM
$2.9M69.0K
1.0%
−3.2%
Reduced · −2K sh
35Neurocrine Biosciences, Inc. - Common Stock
COM
$2.8M16.7K
1.0%
−3.0%
Reduced · −516 sh
36Lumentum Holdings Inc. - Common Stock
COM
$2.7M3.2K
1.0%
New
New position
37Zscaler, Inc. - Common Stock
COM
$2.7M19.4K
1.0%
+22%
Added · +4K sh
38Lithia Motors, Inc. Common Stock
CL A
$2.7M9.3K
0.9%
+3.2%
Added · +288 sh
39The Cigna Group Common Stock
COM
$2.7M9.7K
0.9%
+1.6%
Added · +149 sh
40Advanced Micro Devices, Inc. - Common Stock
COM
$2.6M4.6K
0.9%
−12%
Reduced · −620 sh
41Hyatt Hotels Corporation Class A Common Stock
COM CL A
$2.5M13.1K
0.9%
−0.6%
Reduced · −74 sh
42Trex Company, Inc. Common Stock
COM
$2.5M49.4K
0.9%
+2.3%
Added · +1K sh
43NNN REIT, Inc. Common Stock
COM
$2.4M52.3K
0.8%
+2.1%
Added · +1K sh
44International Business Machines Corporation Common Stock
COM
$2.3M8.2K
0.8%
+1.7%
Added · +137 sh
45CoStar Group, Inc. - Common Stock
COM
$2.2M76.4K
0.8%
+101%
Added · +38K sh
46Universal Display Corporation - Common Stock
COM
$2.2M25.0K
0.8%
+120%
Added · +14K sh
47Jacobs Solutions Inc. Common Stock
COM
$2.1M17.1K
0.7%
+2.9%
Added · +481 sh
48On Holding AG Class A Ordinary Shares
NAMEN AKT A
$2.1M60.1K
0.7%
+41%
Added · +17K sh
49Exxon Mobil Corporation Common Stock
COM
$2.1M15.4K
0.7%
+7.2%
Added · +1K sh
50Alphabet Inc. - Class C Capital Stock
CAP STK CL C
$2.1M5.9K
0.7%
−0.3%
Reduced · −16 sh
Showing 50 of 94 positions

Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 7, 202694$286.8M13F-HR
Q1 2026Mar 31, 2026Apr 9, 202694$243.6M13F-HR
Q4 2025Dec 31, 2025Jan 6, 202693$250.8M13F-HR
Q3 2025Sep 30, 2025Oct 6, 202592$245.3M13F-HR
Q2 2025Jun 30, 2025Jul 8, 202590$230.7M13F-HR
Q1 2025Mar 31, 2025Apr 8, 202591$212.7M13F-HR
Q4 2024Dec 31, 2024Jan 17, 202589$225.3M13F-HR
Q3 2024Sep 30, 2024Oct 4, 202483$219.9M13F-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. The performance line is a simulation of the disclosed long book, not an audited return.