Arkolith/Funds/Spectrum Strategic Capital Management, LLC

Spectrum Strategic Capital Management, LLC

CIK 1554961
Holdings as of Mar 31, 2026·disclosed May 15, 2026·~45-day 13F lag·13F-HR
Active Filer

Spectrum Strategic Capital Management, LLC holds a focused book of 76 stocks worth $185.8M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Bluerock Private Real Estate and trimmed Ishares Core S&P Total U.S.. Their largest long position is SS SPDR S&P 500 ETF Trust-US at 12% of the equity book.

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Use Arkolith to show Spectrum Strategic Capital Management, LLC's latest
holdings, largest changes, and filing provenance.
Opened
1
new positions
Added to
42
existing
Trimmed
32
reduced
Sold out
3
exited

Concentration

Top-heavy: focused book

Top 5 holdings
34%
Top 10 holdings
52%
Top 20 holdings
71%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

37% mapped to company sectors

ETF / fund or unclassified
63%
Information Technology
16%
Financials
8%
Consumer Discretionary
3%
Consumer Staples
2%
Energy
2%
Health Care
2%
Industrials
1%

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, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

76 positions
#SecurityValueShares% PortLast moveHistory
1SPDR S&P 500 ETF
ETF
$22.3M34.3K
12.0%
+0.5%
Added · +167 sh
2Ishares Core S&P Total U.S. Stock Market ETF
ETF
$13.0M91.3K
7.0%
−3.1%
Reduced · −3K sh
3Invesco QQQ Trust Series I
ETF
$9.4M16.2K
5.0%
+3.6%
Added · +565 sh
4Ishares U.S. Treasury Bond ETF
ETF
$9.2M401.6K
5.0%
−7.4%
Reduced · −32K sh
5Ishares 1-3 Year Treasury Bond ETF
ETF
$8.8M106.6K
4.7%
−0.7%
Reduced · −788 sh
6Vanguard Ftse Developed Markets ETF
ETF
$8.5M132.6K
4.6%
+11%
Added · +13K sh
7Ishares Gold Trust Micro ETF Of Benef Interest
ETF
$6.9M147.5K
3.7%
−1.9%
Reduced · −3K sh
8Apple Inc
Stock
$6.7M26.2K
3.6%
+2.9%
Added · +746 sh
9Nvidia Corporation Com
Stock
$6.2M35.3K
3.3%
+1.5%
Added · +524 sh
10Microsoft
Stock
$5.2M14.0K
2.8%
+9.9%
Added · +1K sh
11Google Inc
Stock
$5.0M17.4K
2.7%
−1.7%
Reduced · −310 sh
12Ishares S&P 500 Index
ETF
$5.0M7.6K
2.7%
−5.3%
Reduced · −430 sh
13Ishares 7-10 Year Treasury Bond ETF
ETF
$4.2M43.8K
2.3%
+15%
Added · +6K sh
14Amazon.com Inc
Stock
$3.9M18.6K
2.1%
+2.0%
Added · +364 sh
15Ishares 0-3 Month Treasury Bond ETF
ETF
$3.5M34.7K
1.9%
−3.1%
Reduced · −1K sh
16Ishares 20 Yr Treasury ETF
ETF
$3.5M39.9K
1.9%
−2.2%
Reduced · −908 sh
17State Street SPDR Portfolio S&P 500 ETF
ETF
$3.3M43.1K
1.8%
−4.0%
Reduced · −2K sh
18Invesco Aerospace & Defense ETF
ETF
$2.7M16.1K
1.4%
−1.4%
Reduced · −232 sh
19Plus Korea Defense Industry Index ETF
ETF
$2.6M48.8K
1.4%
−5.6%
Reduced · −3K sh
20Ishares Msci Poland ETF
ETF
$2.6M70.6K
1.4%
+2.1%
Added · +1K sh
21State Street Energy Select Sector SPDR ETF
ETF
$2.1M35.0K
1.2%
−6.7%
Reduced · −3K sh
22Meta Platforms Inc CL A
Stock
$2.0M3.6K
1.1%
+2.5%
Added · +86 sh
23Fidelity Wise Origin Bitcoin Fund
ETF
$1.9M31.6K
1.0%
+14%
Added · +4K sh
24Ishares Msci Singapore Index FD
ETF
$1.7M59.8K
0.9%
+3.1%
Added · +2K sh
25JPMorgan Chase & Co Com
Stock
$1.7M5.7K
0.9%
+2.5%
Added · +140 sh
26Kraneshares Bosera Msci China A 50 Connect Index ETF
ETF
$1.7M55.4K
0.9%
+3.2%
Added · +2K sh
27Kraneshares Global Humanoid And Embodied Intelligence Index ETF
ETF
$1.6M52.7K
0.9%
+1.6%
Added · +837 sh
28Chevron Corporation Com
Stock
$1.6M7.5K
0.8%
−4.7%
Reduced · −368 sh
29JBS N.V. CL A SHS
ADR
$1.5M83.3K
0.8%
−0.3%
Reduced · −236 sh
30Vaneck Rare Earth And Strategic Metals ETF
ETF
$1.5M16.9K
0.8%
−2.0%
Reduced · −347 sh
31Cheniere Energy Inc
Stock
$1.4M5.1K
0.8%
−1.9%
Reduced · −100 sh
32Ishares Ethereum Trust ETF
ETF
$1.4M88.6K
0.8%
+30%
Added · +20K sh
33Ishares Iboxx Corporate Bond ETF
ETF
$1.4M12.4K
0.7%
−17%
Reduced · −3K sh
34Advanced Micro Devices Inc Com
Stock
$1.3M6.6K
0.7%
−0.6%
Reduced · −41 sh
35Kraneshares Csi China Internet ETF
ETF
$1.3M45.8K
0.7%
+10%
Added · +4K sh
36Global X Uranium ETF
ETF
$1.3M26.6K
0.7%
+6.5%
Added · +2K sh
37Johnson & Johnson Com
Stock
$1.3M5.2K
0.7%
−2.1%
Reduced · −113 sh
38Ermenegildo Zegna N V Ord SHS
Stock
$1.2M114.3K
0.6%
+2.5%
Added · +3K sh
39Emcor Group Inc Com
Stock
$1.2M1.6K
0.6%
+0.2%
Added · +3 sh
40Berkshire Hathaway Inc Del CL B New
Stock
$1.1M2.4K
0.6%
+0.8%
Added · +19 sh
41Hershey Co Com
Stock
$1.1M5.4K
0.6%
−1.5%
Reduced · −82 sh
42Netflix Inc. Com
Stock
$1.1M11.5K
0.6%
+10%
Added · +1K sh
43Ishares Msci USA Momentum Factor ETF
ETF
$1.0M4.2K
0.5%
+5.0%
Added · +199 sh
44Digitalocean Hldgs Inc Com
Stock
$931K10.9K
0.5%
−14%
Reduced · −2K sh
45Capital One Financial Corp
Stock
$878K4.8K
0.5%
+7.1%
Added · +320 sh
46Abbott Laboratories Com
Stock
$876K8.5K
0.5%
+7.0%
Added · +556 sh
47Ensign Group Inc Com
Stock
$861K4.3K
0.5%
+2.1%
Added · +87 sh
48Global X Cybersecurity ETF
ETF
$857K34.1K
0.5%
+9.2%
Added · +3K sh
49Norwegian Cruise Line Hldgs LT SHS
Stock
$853K45.6K
0.5%
+0.5%
Added · +223 sh
50Valero Energy Corp
Stock
$760K3.1K
0.4%
−3.0%
Reduced · −95 sh
Showing 50 of 76 positions

Filing history

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

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 15, 202676$185.8M13F-HR
Q4 2025Dec 31, 2025Feb 5, 202678$188.2M13F-HR
Q3 2025Sep 30, 2025Nov 7, 202543$195.2M13F-HR
Q2 2025Jun 30, 2025Jul 17, 202549$198.7M13F-HR

Data source

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.