Silver Lake Advisory, LLC holds a diversified book of 109 stocks worth $279.9M as of Q2 2026 (disclosed Jul 27, 2026, a ~45-day 13F lag). This quarter they opened Xylem Inc and trimmed Corning Inc. Their largest long position is Corning Inc at 4% of the equity book. Cloning the disclosed picks since 2024 would be +23% (+12.8%/yr). That is a simulation of the disclosed long book, not audited returns.
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Use Arkolith to show Silver Lake Advisory, LLC's latest holdings, largest changes, and filing provenance.
The reported book (valued from quarter-end) returned +25.6%, a 2.8-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Silver Lake Advisory, 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: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
85% 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
Other tracked managers holding the same core names as Silver Lake Advisory, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 80 / 80 | $1.7T |
| FMR LLC | 80 / 80 | $530.8B |
| MORGAN STANLEY | 80 / 80 | $404.1B |
| JPMORGAN CHASE & CO | 80 / 80 | $387.2B |
| BANK OF AMERICA CORP /DE/ | 80 / 80 | $258.7B |
| NORTHERN TRUST CORP | 80 / 80 | $234.1B |
| GOLDMAN SACHS GROUP INC | 80 / 80 | $188.2B |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | 80 / 80 | $168.5B |
Ranked by how many of Silver Lake Advisory, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Corning Inc COM | $12.5M | 48.9K | 4.5% | ▼−7.0% Reduced · −4K sh | |
| 2 | Abbvie Inc COM | $11.8M | 47.1K | 4.2% | ▼−0.4% Reduced · −199 sh | |
| 3 | Vanguard Whitehall FDS INTL DVD ETF | $11.7M | 125.8K | 4.2% | ▼−0.9% Reduced · −1K sh | |
| 4 | Ishares TR 0-3 MTH TREASURY | $11.4M | 113.2K | 4.1% | ▼−10% Reduced · −13K sh | |
| 5 | Cisco Sys Inc COM | $11.2M | 95.2K | 4.0% | ▼−26% Reduced · −33K sh | |
| 6 | Applied Matls Inc COM | $9.1M | 12.6K | 3.2% | ▼−25% Reduced · −4K sh | |
| 7 | Berkshire Hathaway Inc Del CL B NEW | $9.0M | 18.0K | 3.2% | ▼−1.1% Reduced · −194 sh | |
| 8 | Johnson & Johnson COM | $8.1M | 32.0K | 2.9% | ▼−1.3% Reduced · −418 sh | |
| 9 | Kinder Morgan Inc Del COM | $7.3M | 229.3K | 2.6% | ▼−0.8% Reduced · −2K sh | |
| 10 | Regions Financial Corp New COM | $6.8M | 226.4K | 2.4% | ▼−1.7% Reduced · −4K sh | |
| 11 | Unum Group COM | $6.5M | 73.2K | 2.3% | ▼−0.6% Reduced · −405 sh | |
| 12 | Digital Rlty TR Inc COM | $5.9M | 33.0K | 2.1% | ▼−1.3% Reduced · −428 sh | |
| 13 | Metlife Inc COM | $5.9M | 70.1K | 2.1% | ▼−2.0% Reduced · −1K sh | |
| 14 | Paychex Inc COM | $5.2M | 53.2K | 1.9% | ▼−1.3% Reduced · −677 sh | |
| 15 | Abbott Laboratories COM | $5.2M | 57.0K | 1.8% | ▼−0.8% Reduced · −437 sh | |
| 16 | Nvent Elec PLC SHS | $5.0M | 29.3K | 1.8% | ▼−6.5% Reduced · −2K sh | |
| 17 | SPDR Series Trust ST SHOR CORP ETF | $4.9M | 163.0K | 1.7% | ▲+4.4% Added · +7K sh | |
| 18 | First Solar Inc COM | $4.8M | 20.2K | 1.7% | ▼−2.6% Reduced · −545 sh | |
| 19 | Garmin Ltd SHS | $4.5M | 19.1K | 1.6% | ▼−0.6% Reduced · −119 sh | |
| 20 | Enersys COM | $4.5M | 19.2K | 1.6% | ▼−1.8% Reduced · −345 sh | |
| 21 | Microsoft Corp COM | $4.4M | 11.8K | 1.6% | ▼−2.7% Reduced · −328 sh | |
| 22 | Xylem Inc COM | $4.4M | 36.9K | 1.6% | ▲New New position | |
| 23 | Henry Jack & Assoc Inc COM | $4.2M | 30.7K | 1.5% | ▲+1.0% Added · +316 sh | |
| 24 | Docusign Inc COM | $4.0M | 89.0K | 1.4% | ▼−2.6% Reduced · −2K sh | |
| 25 | Zoom Communications Inc CL A | $3.9M | 45.6K | 1.4% | ▼−2.8% Reduced · −1K sh | |
| 26 | Genuine Parts Co COM | $3.7M | 31.2K | 1.3% | ▼−4.5% Reduced · −1K sh | |
| 27 | Pembina Pipeline Corp COM | $3.7M | 79.3K | 1.3% | ▼−0.1% Reduced · −65 sh | |
| 28 | Automatic Data Processing In COM | $3.6M | 16.0K | 1.3% | ▲+0.7% Added · +110 sh | |
| 29 | Church & Dwight Co Inc COM | $3.5M | 36.2K | 1.3% | ▲+7.4% Added · +2K sh | |
| 30 | Becton Dickinson & Co COM | $3.5M | 23.0K | 1.2% | ▲+14% Added · +3K sh | |
| 31 | WW Grainger Inc COM | $3.5M | 2.5K | 1.2% | ▲+0.1% Added · +4 sh | |
| 32 | Realty Income Corp COM | $3.3M | 52.5K | 1.2% | ▼−0.6% Reduced · −337 sh | |
| 33 | Valmont Inds Inc COM | $3.2M | 5.5K | 1.1% | ▼−5.0% Reduced · −294 sh | |
| 34 | Bank Montreal Medium COM | $3.1M | 17.4K | 1.1% | ▼−0.9% Reduced · −162 sh | |
| 35 | Smucker J M Co COM NEW | $3.1M | 27.3K | 1.1% | ▼−1.0% Reduced · −286 sh | |
| 36 | Emerson Elec Co COM | $3.0M | 21.3K | 1.1% | ▲+0.3% Added · +72 sh | |
| 37 | Eaton Corp PLC SHS | $2.9M | 6.8K | 1.0% | ▼−2.6% Reduced · −181 sh | |
| 38 | Ishares TR CORE S&P US VLU | $2.7M | 24.8K | 1.0% | ▲~0% Added · +4 sh | |
| 39 | McDonalds Corp COM | $2.7M | 9.9K | 1.0% | ▲+0.2% Added · +18 sh | |
| 40 | Ingredion Inc COM | $2.6M | 27.8K | 0.9% | ▲+5.7% Added · +2K sh | |
| 41 | Safety Ins Group Inc COM | $2.6M | 34.5K | 0.9% | ▼−4.4% Reduced · −2K sh | |
| 42 | Nvidia Corporation COM | $2.5M | 12.3K | 0.9% | ▼−1.7% Reduced · −216 sh | |
| 43 | Vanguard Index FDS MCAP VL IDXVIP | $2.4M | 12.0K | 0.8% | ▲+0.3% Added · +39 sh | |
| 44 | Berkshire Hathaway Inc Del CL A | $2.2M | 3 | 0.8% | —Held | |
| 45 | Coca Cola Co COM | $2.2M | 27.6K | 0.8% | ▲+0.6% Added · +165 sh | |
| 46 | Fidelity Covington Trust MSCI INFO TECH I | $2.1M | 7.2K | 0.7% | ▼−4.0% Reduced · −300 sh | |
| 47 | Texas Pacific Land Corporati COM | $2.0M | 4.5K | 0.7% | —Held | |
| 48 | Proshares TR S&P 500 DV ARIST | $1.8M | 32.6K | 0.7% | ▲+97% Added · +16K sh | |
| 49 | Umh Pptys Inc COM | $1.7M | 109.8K | 0.6% | ▲+1.4% Added · +1K sh | |
| 50 | Eli Lilly & Co COM | $1.6M | 1.4K | 0.6% | ▲+0.1% Added · +2 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 27, 2026 | 109 | $279.9M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 27, 2026 | 103 | $252.0M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 9, 2026 | 103 | $257.8M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 15, 2025 | 104 | $251.1M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 22, 2025 | 104 | $234.8M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 23, 2025 | 99 | $229.2M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 21, 2025 | 96 | $227.4M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 12, 2024 | 99 | $244.1M | 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. The performance line is a simulation of the disclosed long book, not an audited return.