Arkolith/Funds/State of Wisconsin - Board of Commissioners of Public Lands

State of Wisconsin - Board of Commissioners of Public Lands

CIK 1967732
Holdings as of Jun 30, 2026·disclosed Jul 22, 2026·~22-day 13F lag·13F-HR
Active Filer

State of Wisconsin - Board of Commissioners of Public Lands holds a concentrated book of 6 stocks worth $152.7M as of Q2 2026 (disclosed Jul 22, 2026, a ~45-day 13F lag). Their largest long position is PGIM High Yield R6 at 31% of the equity book. Cloning the disclosed picks since 2024 would be -0% (-0.1%/yr). That is a simulation of the disclosed long book, not audited returns.

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holdings, largest changes, and filing provenance.
Opened
0
new positions
Added to
0
existing
Trimmed
0
reduced
Sold out
0
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
-0.3%
-0.1%/yr · since Oct '24
Their reported book
+1.1%
held from quarter-end
S&P 500
+29.7%
same window
$9K$10K$11K$12K$13KOct '24Feb '25Jul '25Nov '25Mar '26Jul '26
State of Wisconsin - Board of Commissioners of Public Lands (copied at disclosure) S&P 500

Growth of $10,000 cloning State of Wisconsin - Board of Commissioners of Public Lands'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.

Concentration

Top-heavy: concentrated book

Top 5 holdings
99%
Top 10 holdings
100%
Top 20 holdings
100%

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

Direct sector allocation

0% mapped to company sectors

ETF / fund or unclassified
100%

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.

Funds with the most overlap

Other tracked managers holding the same core names as State of Wisconsin - Board of Commissioners of Public Lands

Manager / fundShared namesTheir $ in those
WELLS FARGO & COMPANY/MN4 / 6$1.8B
BANK OF AMERICA CORP /DE/4 / 6$983.6M
UBS Group AG4 / 6$959.9M
RAYMOND JAMES FINANCIAL INC4 / 6$772.5M
MORGAN STANLEY4 / 6$606.1M
LPL Financial LLC4 / 6$307.4M
ENVESTNET ASSET MANAGEMENT INC4 / 6$269.9M
ROYAL BANK OF CANADA4 / 6$226.3M

Ranked by how many of State of Wisconsin - Board of Commissioners of Public Lands's top 6 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

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

6 positions
#SecurityValueShares% PortLast moveHistory
1PGIM High Yield R6
MF
$47.0M9.81M
30.8%
Held
2JPM Income Fund
MF
$27.9M3.28M
18.2%
Held
3VanEck Preferred Ex-Financials
ETF
$27.2M1.53M
17.8%
Held
4Global X US Preferred
ETF
$25.1M1.34M
16.4%
Held
5SPDR ICE Preferred Stock ETF
ETF
$23.8M780.6K
15.6%
Held
6iShares Broad USD HY Corp Bond ETF
ETF
$1.8M48.5K
1.2%
Held
Showing all 6 positions

Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 22, 20266$152.7M13F-HR
Q1 2026Mar 31, 2026Apr 30, 20266$151.9M13F-HR
Q4 2025Dec 31, 2025Feb 5, 20266$154.7M13F-HR
Q3 2025Sep 30, 2025Oct 30, 20256$156.9M13F-HR
Q2 2025Jun 30, 2025Aug 11, 20256$155.6M13F-HR
Q1 2025Mar 31, 2025Apr 7, 20256$154.8M13F-HR
Q4 2024Dec 31, 2024Jan 15, 20256$156.6M13F-HR
Q3 2024Sep 30, 2024Oct 15, 20246$163.6M13F-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. The performance line is a simulation of the disclosed long book, not an audited return.