Silverleafe Capital Partners, LLC holds a focused book of 99 stocks worth $366.8M as of Q2 2026 (disclosed Jul 2, 2026, a ~45-day 13F lag). This quarter they opened Vanguard Intermediate-Term T and trimmed Fedex Corp. Their largest long position is Invesco QQQ Trust Series 1 at 11% of the equity book.
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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/1535611/holdings"
Use Arkolith to show Silverleafe Capital Partners, LLC'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.
43% 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 | Invesco QQQ Trust Series I ETF | $39.7M | 53.9K | 10.8% | ▲+0.4% Added · +238 sh | |
| 2 | Ishares Core S&P 500 ETF ETF | $34.1M | 45.5K | 9.3% | ▲+1.1% Added · +475 sh | |
| 3 | Fedex Corp Com Stock | $21.6M | 68.9K | 5.9% | ▼−0.7% Reduced · −499 sh | |
| 4 | Berkshire Hathaway Inc Del CL A Stock | $21.0M | 28 | 5.7% | —Held | |
| 5 | Apple Inc Com Stock | $18.0M | 62.1K | 4.9% | ▼−0.1% Reduced · −34 sh | |
| 6 | State Street SPDR Bloomberg High Yield Bond ETF ETF | $15.8M | 164.1K | 4.3% | ▼−3.0% Reduced · −5K sh | |
| 7 | Ishares Semiconductor ETF ETF | $14.9M | 23.2K | 4.1% | ▼−1.9% Reduced · −456 sh | |
| 8 | Vanguard Intermediate-Term Treasury ETF ETF | $13.4M | 226.8K | 3.6% | ▲New New position | |
| 9 | Ishares Core Msci Eafe ETF ETF | $12.9M | 133.7K | 3.5% | ▲+1.4% Added · +2K sh | |
| 10 | Vanguard Small-Cap ETF ETF | $11.2M | 36.8K | 3.0% | ▼−16% Reduced · −7K sh | |
| 11 | Vanguard Mid-Cap ETF ETF | $11.2M | 138.4K | 3.0% | ▲+304% Added · +104K sh | |
| 12 | Range Nuclear Renaissance Index ETF ETF | $9.8M | 143.5K | 2.7% | ▲+1.5% Added · +2K sh | |
| 13 | Autozone Inc Com Stock | $9.5M | 3.0K | 2.6% | ▲+3.8% Added · +108 sh | |
| 14 | Ishares Gold Trust ETF | $8.8M | 116.6K | 2.4% | ▲+0.7% Added · +756 sh | |
| 15 | Defiance AI & Power Infrastructure ETF ETF | $8.6M | 256.0K | 2.3% | ▲+34% Added · +64K sh | |
| 16 | Westrock Coffee Co Com Stock | $7.9M | 968.2K | 2.1% | ▼−79% Reduced · −3.7M sh | |
| 17 | Micron Technology Inc Com Stock | $6.1M | 5.3K | 1.7% | ▲+6.0% Added · +299 sh | |
| 18 | Procure Space ETF ETF | $5.9M | 117.2K | 1.6% | ▲+34% Added · +30K sh | |
| 19 | Ishares Msci Emerging Markets Ex China ETF ETF | $5.4M | 52.6K | 1.5% | ▲+0.8% Added · +402 sh | |
| 20 | State Street SPDR S&P Aerospace & Defense ETF ETF | $4.4M | 15.5K | 1.2% | ▲New New position | |
| 21 | Marvell Technology Inc Com Stock | $4.3M | 14.6K | 1.2% | ▲+5.8% Added · +806 sh | |
| 22 | Global X Artificial Intelligence & Technology ETF ETF | $4.3M | 64.8K | 1.2% | ▲+0.5% Added · +302 sh | |
| 23 | Walmart Inc Com Stock | $3.8M | 33.7K | 1.0% | ▲+0.8% Added · +272 sh | |
| 24 | Alphabet Inc Cap STK CL C Stock | $3.8M | 10.7K | 1.0% | ▲+0.1% Added · +10 sh | |
| 25 | Huntington Bancshares Inc Com Stock | $3.7M | 209.8K | 1.0% | —Held | |
| 26 | Vanguard Long-Term Treasury ETF ETF | $3.4M | 61.4K | 0.9% | ▲New New position | |
| 27 | Microsoft Corp Com Stock | $2.9M | 7.9K | 0.8% | ▲~0% Added · +2 sh | |
| 28 | Lululemon Athletica Inc Com Stock | $2.9M | 25.3K | 0.8% | ▲+11% Added · +3K sh | |
| 29 | Ge Vernova Inc Com Stock | $2.9M | 2.4K | 0.8% | ▲+7.1% Added · +161 sh | |
| 30 | State Street Materials Select Sector SPDR ETF ETF | $2.7M | 53.5K | 0.7% | ▲New New position | |
| 31 | Palantir Technologies Inc CL A Stock | $2.5M | 21.8K | 0.7% | ▼−27% Reduced · −8K sh | |
| 32 | Kla Corp Com New Stock | $2.3M | 7.6K | 0.6% | ▲13× Added · +7K sh | |
| 33 | State Street SPDR S&P 500 ETF ETF | $2.1M | 2.8K | 0.6% | ▲+2.5% Added · +68 sh | |
| 34 | Ishares Russell 2000 ETF ETF | $2.1M | 7.0K | 0.6% | ▼−23% Reduced · −2K sh | |
| 35 | Vertiv Holdings Co Com CL A Stock | $2.1M | 6.2K | 0.6% | ▲+9.7% Added · +544 sh | |
| 36 | Nvidia Corporation Com Stock | $2.0M | 10.2K | 0.6% | ▲+14% Added · +1K sh | |
| 37 | Core Scientific Inc New Com Stock | $1.9M | 73.0K | 0.5% | —Held | |
| 38 | Lam Research Corp Com New Stock | $1.9M | 4.3K | 0.5% | ▲+23% Added · +806 sh | |
| 39 | Amkor Technology Inc Com Stock | $1.7M | 19.7K | 0.5% | ▼−8.0% Reduced · −2K sh | |
| 40 | Corteva Inc Com Stock | $1.6M | 19.4K | 0.4% | —Held | |
| 41 | Broadcom Inc Com Stock | $1.6M | 4.3K | 0.4% | ▲+8.9% Added · +355 sh | |
| 42 | Rocket Lab Corp Com Stock | $1.3M | 13.0K | 0.4% | ▲+13% Added · +1K sh | |
| 43 | Ishares Bitcoin Trust ETF ETF | $1.2M | 37.2K | 0.3% | ▼−25% Reduced · −12K sh | |
| 44 | Amazon Com Inc Com Stock | $1.2M | 5.0K | 0.3% | —Held | |
| 45 | Vistra Corp Com Stock | $1.2M | 7.5K | 0.3% | ▲+7.8% Added · +542 sh | |
| 46 | 3M Co Com Stock | $1.1M | 7.0K | 0.3% | —Held | |
| 47 | Quanta Svcs Inc Com Stock | $1.1M | 1.5K | 0.3% | ▼−6.1% Reduced · −99 sh | |
| 48 | Chevron Corporation Com Stock | $1.1M | 6.5K | 0.3% | ▲+0.2% Added · +12 sh | |
| 49 | Nebius Group N.V. SHS Class A Stock | $934K | 3.4K | 0.3% | ▲New New position | |
| 50 | Lumentum Hldgs Inc Com Stock | $916K | 1.1K | 0.2% | ▲+35% Added · +279 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 2, 2026 | 99 | $366.8M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 2, 2026 | 103 | $338.6M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 12, 2026 | 98 | $337.2M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 16, 2025 | 92 | $326.8M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 8, 2025 | 88 | $287.1M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 21, 2025 | 88 | $291.0M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 6, 2025 | 101 | $315.1M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 12, 2024 | 80 | $288.4M | 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.