Arkolith/Funds/S Harris Financial Group, LLC

S Harris Financial Group, LLC

CIK 2112907
Holdings as of Jun 30, 2026·disclosed Jul 24, 2026·~24-day 13F lag·13F-HR
Active Filer

S Harris Financial Group, LLC holds a focused book of 124 reported positions worth $129.0M as of Q2 2026 (disclosed Jul 24, 2026, a ~24-day 13F lag). This quarter they opened First Trust Low Duration Opp and trimmed Vanguard S&P 500 ETF. Their largest long position is Fidelity Total Bond ETF at 13% of the reported non-option book. Cloning the disclosed picks since 2026 would be +8% (+14.9%/yr). That is a simulation of the disclosed long book, not audited returns.

Growth of $10,000: cloning the disclosed book

If you'd copied them
+7.6%
+14.9%/yr · since Mar '26
Their reported book
+4.6%
held from quarter-end
S&P 500
+12.9%
same window
$9K$10K$10K$11K$11KMar '26Apr '26May '26Jun '26Jul '26Sep '26
S Harris Financial Group, LLC (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 3.0 points over this window.

Growth of $10,000 cloning S Harris Financial Group, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~24 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: focused book

Top 5 holdings
42%
Top 10 holdings
57%
Top 20 holdings
68%

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

46% mapped to company sectors

ETFs / funds
53%
Information Technology
17%
Financials
11%
Consumer Discretionary
5%
Industrials
4%
Health Care
3%
Utilities
1%
No sector on file yet
1%

+5 sectors below the cut, 5% 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 S Harris Financial Group, LLC

Manager / fundShared namesTheir $ in those
Innovator Capital Management, LLC8 / 80$2.9B
BlueSpruce Investments, LP10 / 80$642.0M
Prospect Hill Management, LLC11 / 80$250.0M
Hoffman, Alan N Investment Management10 / 80$162.1M
Swiss Re Ltd48 / 80$1.1B
Evelyn Partners Group Ltd62 / 80$44.6B
Uhlmann Price Securities, LLC40 / 80$2.5B
Noked Israel Ltd8 / 80$889.3M

Ranked by the share of each fund's own book sitting in the names it shares with S Harris Financial Group, 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 position's share of the portfolio. Click a row for its position history.

124 positions
#SecurityValueShares% PortLast moveHistory
1Fidelity Merrimack STR TR
TOTAL BD ETF
$16.6M364.7K
12.9%
+16%
Added · +51K sh
2First TR Exchange Traded FD
SMID RISNG ETF
$12.7M294.6K
9.8%
+3.6%
Added · +10K sh
3J P Morgan Exchange Traded F
INCOME ETF
$10.1M219.6K
7.8%
+8.5%
Added · +17K sh
4Fidelity Covington Trust
ENHANCED INTL
$9.3M231.7K
7.2%
+11%
Added · +23K sh
5JPMorgan Chase & Co
COM
$5.9M18.0K
4.6%
+0.1%
Added · +26 sh
6Vanguard Index FDS
S&P 500 ETF SHS
$5.3M7.7K
4.1%
−0.6%
Reduced · −47 sh
7Nvidia Corporation
COM
$3.9M19.4K
3.0%
+2.2%
Added · +419 sh
8Microsoft Corp
COM
$3.9M10.4K
3.0%
+1.5%
Added · +152 sh
9Fidelity Covington Trust
EMERG MKTS MLTFT
$3.2M87.5K
2.5%
−0.5%
Reduced · −457 sh
10Amazon Com Inc
COM
$2.2M9.4K
1.7%
+4.3%
Added · +387 sh
11Ishares TR
CORE S&P500 ETF
$2.2M2.9K
1.7%
−0.5%
Reduced · −15 sh
12Alphabet Inc
CAP STK CL A
$2.1M5.9K
1.6%
−2.9%
Reduced · −175 sh
13Allstate Corp
COM
$1.7M7.2K
1.3%
~0%
Reduced · −2 sh
14Apple Inc
COM
$1.4M5.0K
1.1%
+8.9%
Added · +406 sh
15Meta Platforms Inc
CL A
$1.3M2.3K
1.0%
+0.4%
Added · +9 sh
16Eaton Vance Tax-Managed Dive
COM
$1.3M86.0K
1.0%
+1.6%
Added · +1K sh
17Eaton Vance Tax-Managed Glob
COM
$1.2M122.0K
0.9%
+1.0%
Added · +1K sh
18Ishares TR
CORE US AGGBD ET
$1.1M11.1K
0.9%
+3.2%
Added · +349 sh
19First TR Exchange-Traded FD
FST LOW OPPT EFT
$1.1M21.7K
0.8%
New
New position
20State STR SPDR S&P 500 ETF T
TR UNIT
$1.0M1.4K
0.8%
+0.2%
Added · +3 sh
21Kla Corp
COM NEW
$995K3.3K
0.8%
+858%
Added · +3K sh
22Visa Inc
COM CL A
$961K2.8K
0.7%
+3.6%
Added · +98 sh
23Taiwan Semiconductor Manufac
SPONSORED ADS
$961K2.0K
0.7%
−3.0%
Reduced · −63 sh
24Bank Of Amer Corp
COM
$954K16.7K
0.7%
+1.1%
Added · +180 sh
25Applied Matls Inc
COM
$933K1.3K
0.7%
+1.1%
Added · +14 sh
26Walmart Inc
COM
$918K8.1K
0.7%
−0.6%
Reduced · −53 sh
27Morgan Stanley
COM NEW
$911K4.4K
0.7%
+0.8%
Added · +35 sh
28Broadcom Inc
COM
$907K2.4K
0.7%
−1.6%
Reduced · −40 sh
29Alphabet Inc
CAP STK CL C
$872K2.5K
0.7%
+5.5%
Added · +128 sh
30Tesla Inc
COM
$857K2.0K
0.7%
+3.6%
Added · +71 sh
31Mastercard Incorporated
CL A
$842K1.6K
0.7%
+2.9%
Added · +46 sh
32Ishares TR
CORE MSCI EAFE
$832K8.6K
0.6%
+0.2%
Added · +19 sh
33Capital One Finl Corp
COM
$701K3.5K
0.5%
+1.8%
Added · +63 sh
34Ishares TR
ISHARES SEMICDTR
$696K1.1K
0.5%
Held
35Caterpillar Inc
COM
$682K640
0.5%
−5.9%
Reduced · −40 sh
36AstraZeneca PLC
ORD
$649K3.4K
0.5%
+4.4%
Added · +145 sh
37Valero Energy Corp
COM
$647K2.5K
0.5%
+1.4%
Added · +34 sh
38Deere & Co
COM
$606K955
0.5%
−0.8%
Reduced · −8 sh
39Advanced Micro Devices Inc
COM
$605K1.0K
0.5%
New
New position
40Netflix Inc.
COM
$567K7.9K
0.4%
−2.6%
Reduced · −216 sh
41Invesco QQQ TR
UNIT SER 1
$565K767
0.4%
−16%
Reduced · −145 sh
42Oracle Corp
COM
$563K3.8K
0.4%
+3.5%
Added · +132 sh
43Linde PLC
SHS
$562K1.1K
0.4%
+1.7%
Added · +18 sh
44Eli Lilly & Co
COM
$519K433
0.4%
−21%
Reduced · −117 sh
45WW Grainger Inc
COM
$508K374
0.4%
+3.3%
Added · +12 sh
46Home Depot Inc
COM
$505K1.4K
0.4%
−13%
Reduced · −222 sh
47Servicenow Inc
COM
$497K5.0K
0.4%
−0.1%
Reduced · −5 sh
48Boeing Co
COM
$468K2.2K
0.4%
+0.1%
Added · +2 sh
49Waste Mgmt Inc Del
COM
$453K2.0K
0.4%
−2.6%
Reduced · −55 sh
50ASML Hldg NV
N Y REGISTRY SHS
$438K220
0.3%
+10%
Added · +20 sh
Showing 50 of 124 positions
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Filing history

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

$129.0M · Q2 2026Q4 2025 · $104.4MQ2 2026 · $129.0M

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

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Jul 24, 202624d124$129.0M13F-HR
Q1 2026Mar 31, 2026Apr 21, 202621d107$109.6M13F-HR
Q4 2025Dec 31, 2025Mar 3, 202662d96$104.4M13F-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.