Arkolith/Funds/Spectrum Strategic Capital Management, LLC

Spectrum Strategic Capital Management, LLC

CIK 1554961
Holdings as of Jun 30, 2026·disclosed Aug 14, 2026·~45-day 13F lag·13F-HR
Active Filer

Spectrum Strategic Capital Management, LLC holds a focused book of 79 reported positions worth $201.8M as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter they opened Factset Research Systems Inc and trimmed SS SPDR S&P 500 ETF Trust-US. Their largest long position is SS SPDR S&P 500 ETF Trust-US at 12% of the reported non-option book.

How much sits in the biggest positions

Top-heavy: focused book

Top 5 holdings
33%
Top 10 holdings
51%
Top 20 holdings
70%

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

Where the money is, by sector

39% mapped to company sectors

ETFs / funds
60%
Information Technology
19%
Financials
7%
Consumer Discretionary
4%
Industrials
3%
Health Care
2%
Utilities
1%
Consumer Staples
1%

+5 sectors below the cut, 4% together

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 (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited

Holdings: largest first

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

79 positions
#SecurityValueShares% PortLast moveHistory
1SPDR S&P 500 ETF
TR UNIT
$25.0M33.5K
12.4%
−2.2%
Reduced · −770 sh
2Ishares Core S&P Total U.S. Stock Market ETF
CORE S&P TTL STK
$13.2M80.1K
6.5%
−12%
Reduced · −11K sh
3Invesco QQQ Trust Series I
UNIT SER 1
$11.2M15.2K
5.6%
−6.2%
Reduced · −1K sh
4Ishares 1-3 Year Treasury Bond ETF
1 3 YR TREAS BD
$9.1M110.4K
4.5%
+3.6%
Added · +4K sh
5Ishares U.S. Treasury Bond ETF
US TREAS BD ETF
$8.8M388.2K
4.4%
−3.3%
Reduced · −13K sh
6Vanguard Ftse Developed Markets ETF
VAN FTSE DEV MKT
$8.4M118.5K
4.2%
−11%
Reduced · −14K sh
7Apple Inc
COM
$7.6M26.2K
3.8%
−0.1%
Reduced · −28 sh
8Nvidia Corporation Com
COM
$7.1M35.5K
3.5%
+0.6%
Added · +212 sh
9Microsoft
COM
$6.4M17.2K
3.2%
+23%
Added · +3K sh
10Google Inc
CAP STK CL A
$6.1M17.2K
3.0%
−1.3%
Reduced · −230 sh
11Ishares 7-10 Year Treasury Bond ETF
7-10 YR TRSY BD
$5.1M54.4K
2.6%
+24%
Added · +11K sh
12Ishares Gold Trust Micro ETF Of Benef Interest
SHS REPSTG UN TR
$5.0M125.1K
2.5%
−15%
Reduced · −22K sh
13Amazon.com Inc
COM
$4.5M18.7K
2.2%
+0.8%
Added · +140 sh
14Ishares S&P 500 Index
CORE S&P500 ETF
$4.1M5.4K
2.0%
−29%
Reduced · −2K sh
15Advanced Micro Devices Inc Com
COM
$3.6M6.2K
1.8%
−5.8%
Reduced · −383 sh
16Ishares 20 Yr Treasury ETF
20 YR TR BD ETF
$3.6M41.4K
1.8%
+3.6%
Added · +1K sh
17Ishares 0-3 Month Treasury Bond ETF
0-3 MTH TREASURY
$3.5M34.7K
1.7%
−0.1%
Reduced · −24 sh
18State Street SPDR Portfolio S&P 500 ETF
ST STR P500ETF
$3.2M36.2K
1.6%
−16%
Reduced · −7K sh
19Ishares Msci Poland ETF
MSCI POLAND ETF
$2.6M67.4K
1.3%
−4.6%
Reduced · −3K sh
20Invesco Aerospace & Defense ETF
AEROSPACE DEFN
$2.5M14.4K
1.3%
−11%
Reduced · −2K sh
21Fidelity Wise Origin Bitcoin Fund
SHS
$2.1M40.8K
1.0%
+29%
Added · +9K sh
22Vaneck Rare Earth And Strategic Metals ETF
RARE EAR STR ETF
$2.0M22.8K
1.0%
+35%
Added · +6K sh
23Plus Korea Defense Industry Index ETF
PLUS KOREA DEFE
$2.0M49.2K
1.0%
+0.8%
Added · +408 sh
24JPMorgan Chase & Co Com
COM
$2.0M6.0K
1.0%
+5.1%
Added · +294 sh
25Kraneshares Global Humanoid Robotics And Physical AI Index ETF
GBL HUMANOID ROB
$2.0M47.6K
1.0%
−9.7%
Reduced · −5K sh
26Meta Platforms Inc CL A
CL A
$1.9M3.4K
1.0%
−4.4%
Reduced · −156 sh
27Global X Uranium ETF
GLOBAL X URANIUM
$1.9M43.6K
0.9%
+64%
Added · +17K sh
28Kraneshares Bosera Msci China A 50 Connect Index ETF
BOSE MSC CHI ETF
$1.9M55.3K
0.9%
−0.2%
Reduced · −95 sh
29Ishares Msci Singapore Index FD
MSCI SINGPOR ETF
$1.8M60.1K
0.9%
+0.5%
Added · +277 sh
30Ishares Ethereum Trust ETF
SHS
$1.6M137.9K
0.8%
+56%
Added · +49K sh
31Kraneshares Csi China Internet ETF
CSI CHI INTERNET
$1.6M64.1K
0.8%
+40%
Added · +18K sh
32Digitalocean Hldgs Inc Com
COM
$1.6M9.9K
0.8%
−8.4%
Reduced · −916 sh
33State Street Energy Select Sector SPDR ETF
ST STR ENERG ETF
$1.6M29.3K
0.8%
−16%
Reduced · −6K sh
34Ishares Msci USA Momentum Factor ETF
MSCI USA MMENTM
$1.4M4.2K
0.7%
+0.9%
Added · +38 sh
35Global X Cybersecurity ETF
CYBRSCURTY ETF
$1.3M35.1K
0.7%
+2.8%
Added · +959 sh
36Berkshire Hathaway Inc Del CL B New
CL B NEW
$1.3M2.6K
0.6%
+10%
Added · +245 sh
37Chevron Corporation Com
COM
$1.3M7.7K
0.6%
+2.4%
Added · +178 sh
38Cheniere Energy Inc
COM NEW
$1.3M5.3K
0.6%
+3.7%
Added · +187 sh
39Ishares Iboxx Corporate Bond ETF
IBOXX INV CP ETF
$1.2M11.4K
0.6%
−7.9%
Reduced · −982 sh
40Ermenegildo Zegna N V Ord SHS
ORD SHS
$1.2M94.8K
0.6%
−17%
Reduced · −20K sh
41Capital One Financial Corp
COM
$1.2M6.1K
0.6%
+27%
Added · +1K sh
42Emcor Group Inc Com
COM
$1.2M1.5K
0.6%
−7.5%
Reduced · −119 sh
43Abbott Laboratories Com
COM
$1.2M13.4K
0.6%
+57%
Added · +5K sh
44Factset Resh Sys Inc Com
COM
$1.2M5.2K
0.6%
New
New position
45JBS N.V. CL A SHS
CL A SHS
$1.2M101.4K
0.6%
+22%
Added · +18K sh
46Johnson & Johnson Com
COM
$1.2M4.6K
0.6%
−11%
Reduced · −578 sh
47Ge Vernova Inc Com
COM
$1.2M979
0.6%
+22%
Added · +179 sh
48Cadence Design System Inc Com
COM
$1.1M2.9K
0.5%
+24%
Added · +554 sh
49Norwegian Cruise Line Hldgs LT SHS
SHS
$1.0M49.4K
0.5%
+8.4%
Added · +4K sh
50Netflix Inc. Com
COM
$1.0M14.1K
0.5%
+23%
Added · +3K sh
Showing 50 of 79 positions
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Filing history

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

$201.8M · Q2 2026Q2 2025 · $198.7MQ2 2026 · $201.8M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Aug 14, 202645d79$201.8M13F-HR
Q1 2026Mar 31, 2026May 15, 202645d76$185.8M13F-HR
Q4 2025Dec 31, 2025Feb 5, 202636d78$188.2M13F-HR
Q3 2025Sep 30, 2025Nov 7, 202538d43$195.2M13F-HR
Q2 2025Jun 30, 2025Jul 17, 202517d49$198.7M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. 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.