Arkolith/Funds/Robbins Farley

Robbins Farley

CIK 1847820
Holdings as of Jun 30, 2026·disclosed Jul 23, 2026·~23-day 13F lag·13F-HR
Active Filer

Robbins Farley holds a diversified book of 157 stocks worth $260.4M as of Q2 2026 (disclosed Jul 23, 2026, a ~45-day 13F lag). This quarter they opened Costco Wholesale Corp and trimmed Caterpillar Inc. Their largest long position is Nvidia Corp at 4% of the equity book. Cloning the disclosed picks since 2025 would be +9% (+11.8%/yr). That is a simulation of the disclosed long book, not audited returns.

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holdings, largest changes, and filing provenance.
Opened
15
new positions
Added to
57
existing
Trimmed
26
reduced
Sold out
1
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+9.1%
+11.8%/yr · since Oct '25
Their reported book
+7.4%
held from quarter-end
S&P 500
+11.7%
same window
$10K$10K$11K$11K$11KOct '25Dec '25Feb '26Apr '26Jun '26Jul '26
Robbins Farley (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 1.8 points over this window.

Growth of $10,000 cloning Robbins Farley'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
17%
Top 10 holdings
30%
Top 20 holdings
54%

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

Direct sector allocation

83% mapped to company sectors

Information Technology
25%
Industrials
18%
ETF / fund or unclassified
17%
Consumer Discretionary
17%
Utilities
7%
Financials
5%
Materials
4%
Health Care
3%

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 Robbins Farley

Manager / fundShared namesTheir $ in those
MORGAN STANLEY80 / 80$547.2B
LPL Financial LLC80 / 80$71.6B
OSAIC HOLDINGS, INC.80 / 80$15.5B
BANK OF AMERICA CORP /DE/79 / 80$388.3B
UBS Group AG79 / 80$140.9B
ENVESTNET ASSET MANAGEMENT INC79 / 80$63.5B
HighTower Advisors, LLC79 / 80$25.3B
Rockefeller Capital Management L.P.79 / 80$18.8B

Ranked by how many of Robbins Farley'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.

157 positions
#SecurityValueShares% PortLast moveHistory
1Nvidia Corporation
COM
$11.0M54.8K
4.2%
+1.5%
Added · +819 sh
2Schwab Strategic TR
US DIVIDEND EQ
$10.9M342.6K
4.2%
+17%
Added · +50K sh
3Caterpillar Inc
COM
$7.6M7.2K
2.9%
−25%
Reduced · −2K sh
4Broadcom Inc
COM
$7.6M20.1K
2.9%
+1.4%
Added · +273 sh
5Martin Marietta Matls Inc
COM
$7.1M12.3K
2.7%
+21%
Added · +2K sh
6Amazon Com Inc
COM
$7.1M29.9K
2.7%
+1.7%
Added · +506 sh
7NextEra Energy Inc
COM
$7.0M79.7K
2.7%
+13%
Added · +9K sh
8Walmart Inc
COM
$7.0M61.5K
2.7%
+19%
Added · +10K sh
9Granite Constr Inc
COM
$6.9M43.9K
2.7%
+5.3%
Added · +2K sh
10TJX Cos Inc New
COM
$6.6M43.7K
2.5%
−8.2%
Reduced · −4K sh
11Schwab Strategic TR
INTL EQTY ETF
$6.5M235.6K
2.5%
+4.6%
Added · +10K sh
12Arista Networks Inc
COM SHS
$6.4M37.7K
2.5%
+1.3%
Added · +491 sh
13Microsoft Corp
COM
$6.4M17.1K
2.5%
+28%
Added · +4K sh
14Quanta Svcs Inc
COM
$6.3M8.7K
2.4%
−8.0%
Reduced · −754 sh
15Visa Inc
COM CL A
$6.3M18.3K
2.4%
+11%
Added · +2K sh
16Dell Technologies Inc
CL C
$6.2M14.4K
2.4%
−53%
Reduced · −17K sh
17Invesco QQQ TR
UNIT SER 1
$6.2M8.5K
2.4%
+2.8%
Added · +233 sh
18Alphabet Inc
CAP STK CL A
$5.9M16.4K
2.2%
−7.1%
Reduced · −1K sh
19Apple Inc
COM
$5.7M19.7K
2.2%
+1.5%
Added · +297 sh
20Caseys Gen Stores Inc
COM
$5.4M6.9K
2.1%
−17%
Reduced · −1K sh
21US Foods Hldg Corp
COM
$5.3M51.8K
2.0%
+14%
Added · +6K sh
22Dominion Energy Inc
COM
$5.3M77.2K
2.0%
+1.6%
Added · +1K sh
23Eaton Corp PLC
SHS
$5.1M12.0K
2.0%
+0.1%
Added · +18 sh
24RTX Corporation
COM
$5.0M26.3K
1.9%
+2.5%
Added · +633 sh
25AstraZeneca PLC
ORD
$4.9M25.6K
1.9%
+2.0%
Added · +498 sh
26Uber Technologies Inc
COM
$4.8M66.9K
1.9%
+4.0%
Added · +3K sh
27Home Depot Inc
COM
$4.8M13.6K
1.8%
+2.5%
Added · +340 sh
28Netflix Inc.
COM
$4.8M67.2K
1.8%
+17%
Added · +10K sh
29Sherwin Williams Co
COM
$4.7M13.6K
1.8%
+13%
Added · +2K sh
30Goldman Sachs Group Inc
COM
$4.7M4.6K
1.8%
−13%
Reduced · −686 sh
31Ishares TR
IBONDS 27 ETF
$4.5M184.6K
1.7%
+6.8%
Added · +12K sh
32Crowdstrike Hldgs Inc
CL A
$4.4M5.8K
1.7%
−21%
Reduced · −2K sh
33Costco Wholesale Corporation
COM
$4.3M4.6K
1.7%
New
New position
34Meta Platforms Inc
CL A
$4.2M7.4K
1.6%
+3.1%
Added · +222 sh
35Rollins Inc
COM
$4.2M99.9K
1.6%
+39%
Added · +28K sh
36Southern Co
COM
$4.1M42.4K
1.6%
+5.4%
Added · +2K sh
37John Hancock Exchange Traded
PFD INCOME ETF
$3.9M172.1K
1.5%
+8.3%
Added · +13K sh
38Disney Walt Co
COM
$3.8M39.9K
1.5%
+3.4%
Added · +1K sh
39Credo Technology Group Holdi
ORDINARY SHARES
$2.9M10.7K
1.1%
−16%
Reduced · −2K sh
40Blackstone Strategic Cred 20
COM SHS BEN IN
$2.7M242.0K
1.0%
+13%
Added · +28K sh
41Ishares TR
10-20 YR TRS ETF
$2.6M26.2K
1.0%
+9.1%
Added · +2K sh
42International Business Machs
COM
$2.5M9.0K
1.0%
+1.9%
Added · +167 sh
43Palo Alto Networks Inc
COM
$2.4M7.2K
0.9%
−27%
Reduced · −3K sh
44Snap On Inc
COM
$2.4M5.9K
0.9%
+10%
Added · +553 sh
45Ecolab Inc
COM
$2.3M8.3K
0.9%
+14%
Added · +1K sh
46Digital Rlty TR Inc
COM
$2.3M12.9K
0.9%
−9.1%
Reduced · −1K sh
47Edwards Lifesciences Corp
COM
$2.3M25.3K
0.9%
+4.1%
Added · +1K sh
48State STR Corp
COM
$2.0M12.1K
0.8%
Held
49Hca Healthcare Inc
COM
$1.7M4.4K
0.7%
+9.0%
Added · +361 sh
50BlackRock Corpor Hi Yld FD I
COM
$1.5M172.6K
0.6%
+4.4%
Added · +7K sh
Showing 50 of 157 positions

Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 23, 2026157$260.4M13F-HR
Q1 2026Mar 31, 2026Apr 17, 2026143$225.9M13F-HR
Q4 2025Dec 31, 2025Jan 23, 2026146$220.5M13F-HR
Q3 2025Sep 30, 2025Oct 15, 2025173$240.5M13F-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.