Shaker Investments LLC holds a focused book of 87 stocks worth $278.2M as of Q2 2026 (disclosed Jul 15, 2026, a ~45-day 13F lag). This quarter they opened Seagate Technology Holdings and trimmed Axos Financial Inc. Their largest long position is Axos Financial Inc at 12% of the equity book.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1009005/holdings"
Use Arkolith to show SHAKER INVESTMENTS LLC/OH's latest holdings, largest changes, and filing provenance.
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.
89% 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 | Axos Financial Inc. COM | $34.7M | 356.4K | 12.5% | ▼−3.3% Reduced · −12K sh | |
| 2 | Micron Technology COM | $17.0M | 14.7K | 6.1% | ▼−12% Reduced · −2K sh | |
| 3 | Nvidia Corp COM | $15.2M | 75.7K | 5.4% | ▲+17% Added · +11K sh | |
| 4 | Alphabet Inc. CAP STK CL A | $11.4M | 32.0K | 4.1% | ▼−0.7% Reduced · −233 sh | |
| 5 | Taiwan Semiconductor-Sp Adr SPONSORED ADS | $11.4M | 23.8K | 4.1% | ▼−0.8% Reduced · −181 sh | |
| 6 | Broadcom Ltd. COM | $11.3M | 29.8K | 4.1% | ▼−0.6% Reduced · −185 sh | |
| 7 | Apple Inc. COM | $8.8M | 30.6K | 3.2% | ▼−0.9% Reduced · −274 sh | |
| 8 | iRadimed Corp COM | $7.8M | 81.6K | 2.8% | ▲+36% Added · +22K sh | |
| 9 | Amazon.com COM | $7.6M | 32.0K | 2.7% | ▲+35% Added · +8K sh | |
| 10 | SPDR S&P Biotech ETF (XBI) ST STR SP BIOT | $6.3M | 39.5K | 2.2% | ▲+2.7% Added · +1K sh | |
| 11 | Microchip Technology COM | $5.5M | 60.8K | 2.0% | ▲+32% Added · +15K sh | |
| 12 | Eli Lilly & Company COM | $5.0M | 4.2K | 1.8% | ▲+109% Added · +2K sh | |
| 13 | Lam Research Corp. COM NEW | $4.9M | 11.4K | 1.8% | ▲+448% Added · +9K sh | |
| 14 | Arista Networks, Inc. COM SHS | $4.9M | 28.6K | 1.7% | ▼−0.7% Reduced · −215 sh | |
| 15 | Applied Materials COM | $4.8M | 6.6K | 1.7% | ▲+139% Added · +4K sh | |
| 16 | Microsoft Corp COM | $4.7M | 12.6K | 1.7% | ▼−30% Reduced · −5K sh | |
| 17 | Vertiv Holdings Co COM CL A | $4.7M | 13.9K | 1.7% | ▼−0.7% Reduced · −99 sh | |
| 18 | Comfort Systems USA Inc. COM | $4.5M | 2.3K | 1.6% | ▼−1.0% Reduced · −24 sh | |
| 19 | Wintrust Financial Corp COM | $4.3M | 26.9K | 1.6% | ▼−0.7% Reduced · −185 sh | |
| 20 | SPDR - Energy Select Sector (XLE) ST STR ENERG ETF | $3.8M | 71.0K | 1.4% | ▲+101% Added · +36K sh | |
| 21 | Goldman Sachs Group COM | $3.7M | 3.6K | 1.3% | ▼−0.6% Reduced · −23 sh | |
| 22 | Eaton Corp. SHS | $3.7M | 8.6K | 1.3% | ▼−0.7% Reduced · −62 sh | |
| 23 | Fortinet Inc. COM | $3.6M | 23.4K | 1.3% | ▼−0.7% Reduced · −160 sh | |
| 24 | Morgan Stanley COM NEW | $3.5M | 16.7K | 1.3% | ▼−0.7% Reduced · −122 sh | |
| 25 | Casey's General Stores, Inc. COM | $3.3M | 4.2K | 1.2% | ▼−43% Reduced · −3K sh | |
| 26 | Utilities Select Sector SPDR (XLU) ST STR UTIL ETF | $3.2M | 69.5K | 1.1% | ▼−0.8% Reduced · −570 sh | |
| 27 | Seagate Technology PLC ORD SHS | $3.1M | 3.2K | 1.1% | ▲New New position | |
| 28 | Vanguard FTSE All-World Ex-US ETF (VEU) ALLWRLD EX US | $2.9M | 34.3K | 1.0% | ▲+0.6% Added · +220 sh | |
| 29 | WESCO International, Inc. COM | $2.9M | 8.3K | 1.0% | ▼−0.7% Reduced · −59 sh | |
| 30 | Monolithic Power Systems Inc COM | $2.8M | 2.1K | 1.0% | ▲+150% Added · +1K sh | |
| 31 | JPMorgan Chase & Co. COM | $2.8M | 8.6K | 1.0% | ▼−0.9% Reduced · −82 sh | |
| 32 | GE Aerospace COM NEW | $2.7M | 7.2K | 1.0% | ▲+15% Added · +968 sh | |
| 33 | Nucor Corp COM | $2.6M | 11.7K | 0.9% | ▼−0.7% Reduced · −86 sh | |
| 34 | Vanguard Emerging Market ETF (VWO) FTSE EMR MKT ETF | $2.5M | 42.7K | 0.9% | ▼−0.2% Reduced · −69 sh | |
| 35 | Meta Platforms Inc. CL A | $2.5M | 4.4K | 0.9% | ▼−0.7% Reduced · −32 sh | |
| 36 | Reddit Inc CL A | $2.4M | 14.0K | 0.9% | ▲New New position | |
| 37 | ESCO Technologies Inc. COM | $2.4M | 6.9K | 0.9% | —Held | |
| 38 | Nextpower Inc CLASS A COM | $2.3M | 19.6K | 0.8% | ▲+10% Added · +2K sh | |
| 39 | GE Vernova Inc COM | $2.3M | 2.0K | 0.8% | ▲New New position | |
| 40 | SPDR S&P 500 ETF Trust (Spy) TR UNIT | $2.2M | 3.0K | 0.8% | ▼~0% Reduced · −1 sh | |
| 41 | ASML Holding NV N Y REGISTRY SHS | $2.2M | 1.1K | 0.8% | ▲+189% Added · +720 sh | |
| 42 | Uber Technologies Inc. COM | $2.2M | 30.3K | 0.8% | ▼−0.5% Reduced · −156 sh | |
| 43 | SPDR S&P 500 ETF (Spym) ST STR P500ETF | $2.2M | 24.8K | 0.8% | ▲+4.2% Added · +995 sh | |
| 44 | Sterling Infrastructure Inc COM | $2.1M | 2.5K | 0.8% | —Held | |
| 45 | Advanced Micro Devices COM | $2.1M | 3.5K | 0.7% | ▲New New position | |
| 46 | O'Reilly Automotive COM | $2.0M | 21.7K | 0.7% | ▼−1.6% Reduced · −348 sh | |
| 47 | SPDR S&P Metals & Mining ETF (XME) ST STR SP METAL | $1.9M | 18.2K | 0.7% | ▲+7.9% Added · +1K sh | |
| 48 | TJX Cos Inc COM | $1.9M | 12.2K | 0.7% | ▼−0.7% Reduced · −85 sh | |
| 49 | Lumentum Holdings Inc. COM | $1.8M | 2.1K | 0.6% | ▲New New position | |
| 50 | Invesco S&P 500 Eql Wgt Energy ETF (RSPG) S&P500 EQL ENR | $1.8M | 18.1K | 0.6% | ▼−0.7% Reduced · −132 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 15, 2026 | 87 | $278.2M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 5, 2026 | 82 | $219.7M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 30, 2026 | 83 | $240.4M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 17, 2025 | 97 | $249.9M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 31, 2025 | 97 | $244.4M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 23, 2025 | 94 | $207.6M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 29, 2025 | 89 | $238.9M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 10, 2024 | 90 | $240.0M | 13F-HR |
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. Price-derived performance is withheld until the price-source policy and freshness gate are green.