Semitam Bonam LLC holds a focused book of 50 stocks worth $136.1M as of Q2 2026 (disclosed Jul 24, 2026, a ~45-day 13F lag). This quarter they opened Microsoft Corp and trimmed Dimensional US Eq MKT ETF. Their largest long position is Vanguard Total Stock MKT ETF at 14% of the equity book. Cloning the disclosed picks since 2025 would be +14% (+14.2%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1922963/holdings"
Use Arkolith to show SEMITAM BONAM LLC's latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning Semitam Bonam 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.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
1% mapped to company sectors
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.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index FDS TOTAL STK MKT | $18.9M | 51.1K | 13.9% | ▲+0.5% Added · +243 sh | |
| 2 | Ishares TR ISHS 5-10YR INVT | $11.5M | 215.5K | 8.4% | ▲+5.3% Added · +11K sh | |
| 3 | Dimensional ETF Trust US CORE EQT MKT | $10.0M | 193.9K | 7.4% | ▲+3.7% Added · +7K sh | |
| 4 | Dimensional ETF Trust US EQUI MARK ETF | $8.3M | 101.5K | 6.1% | ▼−0.9% Reduced · −940 sh | |
| 5 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $8.2M | 114.5K | 6.0% | ▲+1.7% Added · +2K sh | |
| 6 | Ishares TR ISHS 1-5YR INVS | $8.1M | 153.8K | 5.9% | ▲+3.5% Added · +5K sh | |
| 7 | Ishares TR 3 7 YR TREAS BD | $5.5M | 46.8K | 4.0% | ▲+3.4% Added · +2K sh | |
| 8 | Ishares TR 1 3 YR TREAS BD | $5.5M | 66.5K | 4.0% | ▲+3.2% Added · +2K sh | |
| 9 | Ishares TR 0-5 YR TIPS ETF | $5.3M | 51.4K | 3.9% | ▲+3.1% Added · +2K sh | |
| 10 | State STR SPDR S&P 500 ETF T TR UNIT | $5.0M | 6.6K | 3.6% | ▼−0.7% Reduced · −46 sh | |
| 11 | Ishares TR ULTRA SHORT DUR | $4.8M | 95.6K | 3.6% | ▲+2.2% Added · +2K sh | |
| 12 | SPDR Series Trust ST STR P500ETF | $4.8M | 54.3K | 3.5% | ▲+1.9% Added · +1K sh | |
| 13 | Dimensional ETF Trust INTL CORE EQT MK | $3.3M | 80.3K | 2.4% | ▲+4.0% Added · +3K sh | |
| 14 | SPDR Series Trust ST STR P400MID | $2.9M | 43.1K | 2.1% | ▲+2.1% Added · +891 sh | |
| 15 | SPDR Series Trust ST STR SP600 SML | $2.8M | 48.6K | 2.1% | ▲+1.7% Added · +802 sh | |
| 16 | Ishares TR 7-10 YR TRSY BD | $2.6M | 27.7K | 1.9% | ▲+2.2% Added · +586 sh | |
| 17 | Vanguard Intl Equity Index F ALLWRLD EX US | $2.0M | 24.0K | 1.5% | ▲+1.1% Added · +250 sh | |
| 18 | Invesco Exch TRD SLF Idx FD BULSHS 2027 CB | $2.0M | 100.3K | 1.4% | ▲+3.5% Added · +3K sh | |
| 19 | SPDR Series Trust ST STR PR SP1500 | $2.0M | 21.6K | 1.4% | ▼−0.6% Reduced · −137 sh | |
| 20 | Invesco Exch TRD SLF Idx FD BULETSHS 2029 | $1.9M | 104.8K | 1.4% | ▲+3.6% Added · +4K sh | |
| 21 | Invesco Exch TRD SLF Idx FD INVSCO BLSH 28 | $1.9M | 93.7K | 1.4% | ▲+3.7% Added · +3K sh | |
| 22 | Invesco Exch TRD SLF Idx FD BULSHS 2026 CB | $1.9M | 97.3K | 1.4% | ▼−0.2% Reduced · −183 sh | |
| 23 | Invesco Exch TRD SLF Idx FD INVSCO 30 CORP | $1.9M | 112.9K | 1.4% | ▲+3.9% Added · +4K sh | |
| 24 | State STR SPDR S&P Midcap 40 UTSER1 S&PDCRP | $1.7M | 2.5K | 1.3% | ▼−1.5% Reduced · −39 sh | |
| 25 | Invesco QQQ TR UNIT SER 1 | $1.4M | 1.8K | 1.0% | ▲+5.1% Added · +90 sh | |
| 26 | Dimensional ETF Trust US SMALL CAP ETF | $1.3M | 16.3K | 1.0% | ▲+3.6% Added · +570 sh | |
| 27 | Ishares TR RUS 1000 ETF | $1.1M | 2.8K | 0.8% | ▼−3.8% Reduced · −110 sh | |
| 28 | Vanguard Star FDS VG TL INTL STK F | $929K | 10.9K | 0.7% | ▲+0.5% Added · +51 sh | |
| 29 | SPDR Series Trust ST STR SP DIV | $927K | 6.1K | 0.7% | —Held | |
| 30 | Invesco Exch TRD SLF Idx FD INVSCO BLSH 26 | $849K | 37.0K | 0.6% | ▲+1.6% Added · +568 sh | |
| 31 | Dimensional ETF Trust WORLD EX US CORE | $835K | 22.7K | 0.6% | ▲+4.2% Added · +905 sh | |
| 32 | Select Sector SPDR TR ST STR TECHN ETF | $638K | 3.4K | 0.5% | —Held | |
| 33 | Apple Inc COM | $630K | 2.2K | 0.5% | ▲+10% Added · +198 sh | |
| 34 | Vanguard Index FDS MID CAP ETF | $463K | 5.8K | 0.3% | ▲+300% Added · +4K sh | |
| 35 | Vanguard Whitehall FDS HIGH DIV YLD | $442K | 2.8K | 0.3% | —Held | |
| 36 | Vanguard Index FDS SM CP VAL ETF | $396K | 1.6K | 0.3% | —Held | |
| 37 | Ishares TR ESG AWR MSCI USA | $349K | 2.1K | 0.3% | ▼−2.8% Reduced · −62 sh | |
| 38 | Ishares TR MSCI EAFE ETF | $331K | 3.2K | 0.2% | —Held | |
| 39 | Amazon Com Inc COM | $312K | 1.3K | 0.2% | ▼−1.7% Reduced · −23 sh | |
| 40 | Microsoft Corp COM | $290K | 778 | 0.2% | ▲New New position | |
| 41 | Dimensional ETF Trust EMGR CRE EQT MNG | $255K | 6.3K | 0.2% | —Held | |
| 42 | Coca Cola Co COM | $252K | 3.1K | 0.2% | ▲+0.3% Added · +10 sh | |
| 43 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $249K | 4.2K | 0.2% | —Held | |
| 44 | Ishares TR 0-5YR INVT GR CP | $249K | 4.9K | 0.2% | —Held | |
| 45 | Alphabet Inc CAP STK CL A | $214K | 600 | 0.2% | ▲New New position | |
| 46 | First TR Exchange-Traded Alp COM SHS | $210K | 1.5K | 0.2% | ▲New New position | |
| 47 | Vanguard Index FDS S&P 500 ETF SHS | $208K | 303 | 0.2% | ▲New New position | |
| 48 | Vanguard Scottsdale FDS INTER TERM TREAS | $207K | 3.5K | 0.2% | —Held | |
| 49 | Select Sector SPDR TR ST STR DISCR ETF | $204K | 1.7K | 0.1% | ▲New New position | |
| 50 | Ishares TR US HLTHCARE ETF | $202K | 3.0K | 0.1% | ▲New New position |
As-of date vs the date the SEC received each filing
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.