Arkolith/Funds/Rogco, LP

Rogco, LP

CIK 1998892
Holdings as of Jun 30, 2026·disclosed Jul 30, 2026·~30-day 13F lag·13F-HR
Active Filer

Rogco, LP holds a focused book of 224 stocks worth $326.7M as of Q2 2026 (disclosed Jul 30, 2026, a ~30-day 13F lag). This quarter they opened Honeywell International Inc and trimmed Ishares Core S&P 500 ETF. Their largest long position is Ishares Core S&P 500 ETF at 21% of the equity book.

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holdings, largest changes, and filing provenance.
Opened
32
new positions
Added to
44
existing
Trimmed
36
reduced
Sold out
13
exited

Concentration

Top-heavy: focused book

Top 5 holdings
44%
Top 10 holdings
60%
Top 20 holdings
74%

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

Direct sector allocation

34% mapped to company sectors

ETF / fund or unclassified
66%
Information Technology
11%
Financials
8%
Industrials
5%
Health Care
3%
Consumer Discretionary
3%
Utilities
1%
Consumer Staples
1%

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

Holdings: largest first

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

224 positions
#SecurityValueShares% PortLast moveHistory
1iShares Core S&P 500 ETF
CORE S&P500 ETF
$67.6M90.3K
20.7%
−0.6%
Reduced · −566 sh
2iShares Core MSCI EAFE ETF
CORE MSCI EAFE
$23.1M239.4K
7.1%
+1.1%
Added · +2K sh
3Vanguard Total Bond Market ETF
TOTAL BND MRKT
$21.2M288.3K
6.5%
+4.6%
Added · +13K sh
4Vanguard Short-Term Treasury ETF
SHORT TERM TREAS
$17.1M294.5K
5.2%
+5.2%
Added · +15K sh
5State Street SPDR S/t Corp Bd ETF
STATE STREET SPD
$15.1M501.7K
4.6%
+3.9%
Added · +19K sh
6Vanguard Intmdt-Term Trs ETF
INTER TERM TREAS
$12.3M209.0K
3.8%
+5.2%
Added · +10K sh
7iShares Gold Trust
ISHARES NEW
$11.9M158.0K
3.7%
+6.8%
Added · +10K sh
8iShares Core MSCI Emerging Markets ETF
CORE MSCI EMKT
$11.2M135.2K
3.4%
−1.4%
Reduced · −2K sh
9iShares Russell 2500 ETF
RUSEL 2500 ETF
$10.3M112.2K
3.1%
+0.9%
Added · +1K sh
10Principal Spectrum Pref Secs Actv ETF
SPECTRUM PFD
$7.8M406.7K
2.4%
+2.2%
Added · +9K sh
11T. Rowe Price Exchangetraded Funds Inc U.S. Equity Research Etf
US EQUITY RESEAR
$7.0M147.4K
2.1%
−0.2%
Reduced · −325 sh
12Apple Inc.
COM
$5.9M20.3K
1.8%
+0.3%
Added · +57 sh
13Lincoln Electric Holdings Inc.
COM
$5.3M20.0K
1.6%
Held
14Nvidia Corp Common
COM
$4.4M21.8K
1.3%
Held
15iShares S&P 500 Value ETF
S&P 500 VAL ETF
$4.3M18.9K
1.3%
Held
16Alphabet Inc. Class A
CAP STK CL A
$4.2M11.8K
1.3%
Held
17Microsoft Corp.
COM
$3.9M10.4K
1.2%
+1.6%
Added · +160 sh
18iShares S&P 500 Growth ETF
S&P 500 GRWT ETF
$3.9M28.2K
1.2%
+0.2%
Added · +45 sh
19iShares Short-Term National Muni Bond ETF
SHRT NAT MUN ETF
$3.2M30.4K
1.0%
+1.4%
Added · +421 sh
20Johnson & Johnson
COM
$3.0M11.9K
0.9%
+0.8%
Added · +99 sh
21Broadcom Inc
COM
$2.9M7.7K
0.9%
+0.3%
Added · +26 sh
22Amazon.com Inc.
COM
$2.4M10.0K
0.7%
Held
23Spdr Series Trust State Street S&p 500 Esg Etf
STATE STREET SPD
$2.3M31.8K
0.7%
~0%
Added · +8 sh
24Caterpillar Inc.
COM
$2.2M2.1K
0.7%
−17%
Reduced · −435 sh
25JPMorgan Chase & Co.
COM
$2.1M6.3K
0.6%
−0.2%
Reduced · −11 sh
26Blackrock Funding Inc Ordinary Shares
COM
$1.9M2.0K
0.6%
−1.0%
Reduced · −19 sh
27Procter & Gamble Co.
COM
$1.8M12.6K
0.6%
+8.6%
Added · +993 sh
28Cisco Systems Inc
COM
$1.6M13.8K
0.5%
+5.2%
Added · +682 sh
29AbbVie Inc.
COM
$1.6M6.4K
0.5%
−2.4%
Reduced · −160 sh
30PepsiCo Inc
COM
$1.6M11.7K
0.5%
+1.9%
Added · +218 sh
31Marvell Technology Inc
COM
$1.6M5.3K
0.5%
−0.3%
Reduced · −18 sh
32Chevron Corp.
COM
$1.5M9.3K
0.5%
−1.6%
Reduced · −153 sh
33Merck & Co. Inc.
COM
$1.4M11.1K
0.4%
+24%
Added · +2K sh
34RTX Corporation (formerly Raytheon Technologies Corp)
COM
$1.4M7.5K
0.4%
Held
35Palo Alto Networks Inc.
COM
$1.4M4.1K
0.4%
−1.8%
Reduced · −77 sh
36International Business Machines Corp.
COM
$1.3M4.5K
0.4%
+0.7%
Added · +33 sh
37Home Depot Inc.
COM
$1.2M3.5K
0.4%
+5.8%
Added · +192 sh
38iShares National Muni Bond ETF
NATIONAL MUN ETF
$1.2M11.2K
0.4%
+0.6%
Added · +65 sh
39Visa Inc. Class A
COM CL A
$1.2M3.5K
0.4%
−3.2%
Reduced · −116 sh
40Morgan Stanley Common
COM NEW
$1.2M5.7K
0.4%
Held
41Tesla Inc
COM
$1.2M2.8K
0.4%
Held
42Bank of America Corp.
COM
$1.2M20.5K
0.4%
−8.9%
Reduced · −2K sh
43Emerson Electric Co.
COM
$1.1M7.9K
0.3%
−1.7%
Reduced · −135 sh
44McDonald's Corp.
COM
$1.1M4.1K
0.3%
+5.8%
Added · +224 sh
45American Electric Power Co. Inc.
COM
$1.1M7.9K
0.3%
−1.4%
Reduced · −112 sh
46Waste Management Inc.
COM
$1.1M4.8K
0.3%
−2.1%
Reduced · −105 sh
47Wal-Mart Stores Inc.
COM
$1.0M9.0K
0.3%
Held
48Lockheed Martin Corp
COM
$1.0M2.0K
0.3%
+5.8%
Added · +110 sh
49Cummins, Inc.
COM
$1.0M1.4K
0.3%
−1.7%
Reduced · −24 sh
50State Street SPDR S&P 500 ETF Trust (formerly SPDR S&P 500 ETF)
TR UNIT
$972K1.3K
0.3%
+4.2%
Added · +52 sh
Showing 50 of 224 positions

Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 30, 2026224$326.7M13F-HR
Q1 2026Mar 31, 2026May 5, 2026205$299.5M13F-HR
Q4 2025Dec 31, 2025Jan 30, 2026205$302.0M13F-HR
Q3 2025Sep 30, 2025Oct 30, 2025193$284.7M13F-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.