Arkolith/Funds/Steadtrust LLC

Steadtrust LLC

CIK 2097595
Holdings as of Jun 30, 2026·disclosed Jul 9, 2026·~9-day 13F lag·13F-HR
Active Filer

Steadtrust LLC holds a diversified book of 132 stocks worth $197.7M as of Q2 2026 (disclosed Jul 9, 2026, a ~45-day 13F lag). This quarter they opened Roundhill ETF Trust and trimmed Corning Inc. Their largest long position is Agnico Eagle Mines Ltd at 6% of the equity book.

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holdings, largest changes, and filing provenance.
Opened
17
new positions
Added to
39
existing
Trimmed
32
reduced
Sold out
7
exited

Concentration

Top-heavy: diversified book

Top 5 holdings
25%
Top 10 holdings
41%
Top 20 holdings
58%

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

Direct sector allocation

97% mapped to company sectors

Information Technology
34%
Materials
22%
Energy
8%
Industrials
6%
Consumer Staples
6%
Financials
5%
Health Care
5%
Utilities
4%

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.

132 positions
#SecurityValueShares% PortLast moveHistory
1Agnico Eagle Mines Ltd
COM
$11.4M73.8K
5.8%
+0.5%
Added · +390 sh
2Corning Inc
COM
$10.7M41.9K
5.4%
−2.2%
Reduced · −959 sh
3Exxon Mobil Corp
COM
$10.3M75.6K
5.2%
+0.2%
Added · +148 sh
4Coherent Corp
COM
$9.0M22.7K
4.5%
−4.5%
Reduced · −1K sh
5Apple Inc
COM
$7.7M26.6K
3.9%
−0.1%
Reduced · −41 sh
6Seagate Technology HLDNGS PL
ORD SHS
$7.2M7.5K
3.7%
Held
7Dell Technologies Inc
CL C
$6.6M15.3K
3.3%
−10%
Reduced · −2K sh
8Hecla Mining Company
COM
$6.4M416.2K
3.2%
+1.8%
Added · +8K sh
9Pan Amern Silver Corp
COM
$6.0M133.2K
3.0%
+1.8%
Added · +2K sh
10Credo Technology Group Holdi
ORDINARY SHARES
$5.4M20.0K
2.8%
−4.7%
Reduced · −980 sh
11Alphabet Inc
CAP STK CL C
$4.8M13.4K
2.4%
+1.1%
Added · +150 sh
12Microsoft Corp
COM
$4.2M11.3K
2.1%
−0.1%
Reduced · −13 sh
13Williams Cos Inc
COM
$3.7M49.8K
1.9%
Held
14Jabil Inc
COM
$3.5M9.1K
1.8%
Held
15Alphabet Inc
CAP STK CL A
$3.4M9.5K
1.7%
Held
16Darling Ingredients Inc
COM
$3.2M59.0K
1.6%
−11%
Reduced · −7K sh
17Coeur MNG Inc
COM NEW
$3.0M182.7K
1.5%
+11%
Added · +18K sh
18Goldman Sachs Group Inc
COM
$2.7M2.7K
1.4%
Held
19Blackstone Inc
COM
$2.4M20.0K
1.2%
Held
20Hewlett Packard Enterprise C
COM
$2.3M50.9K
1.2%
−12%
Reduced · −7K sh
21JBS N.V.
CL A SHS
$2.3M191.1K
1.1%
+8.2%
Added · +15K sh
22Alamos Gold Inc
COM CL A
$2.2M73.5K
1.1%
+2.5%
Added · +2K sh
23Teledyne Technologies Inc
COM
$2.2M3.3K
1.1%
Held
24Aercap Holdings NV
SHS
$2.1M14.4K
1.1%
+1.9%
Added · +270 sh
25Powell Inds Inc
COM
$2.0M6.8K
1.0%
+199%
Added · +5K sh
26Amazon Com Inc
COM
$2.0M8.2K
1.0%
Held
27Qualcomm Inc
COM
$1.9M10.5K
1.0%
−4.3%
Reduced · −472 sh
28Atlas Energy Solutions Inc
COM NEW
$1.7M102.0K
0.9%
+28%
Added · +22K sh
29Walmart Inc
COM
$1.7M14.7K
0.8%
−0.2%
Reduced · −32 sh
30Everus Constr Group
COM
$1.6M9.8K
0.8%
Held
31Canadian Nat Res Ltd Med Ter
COM
$1.6M39.4K
0.8%
+1.0%
Added · +400 sh
32Lincoln Edl Svcs Corp
COM
$1.5M30.3K
0.8%
+6.1%
Added · +2K sh
33Cresud S A C I F Y A
SPONSORED ADR
$1.5M130.6K
0.7%
−1.5%
Reduced · −2K sh
34Eli Lilly & Co
COM
$1.4M1.2K
0.7%
Held
35Rio Tinto PLC
SPONSORED ADR
$1.4M15.0K
0.7%
Held
36Inmode Ltd
SHS
$1.3M91.5K
0.7%
+252%
Added · +66K sh
37Ishares TR
JPMORGAN USD EMG
$1.3M13.3K
0.6%
Held
38Teva Pharmaceutical Inds Ltd
SPONSORED ADS
$1.2M36.3K
0.6%
+0.6%
Added · +200 sh
39Archrock Inc
COM
$1.2M30.0K
0.6%
Held
40South Bow Corp
COM
$1.2M33.9K
0.6%
+0.9%
Added · +300 sh
41Vistance Networks Inc
COM
$1.2M90.1K
0.6%
+0.7%
Added · +600 sh
42Kinder Morgan Inc Del
COM
$1.1M35.7K
0.6%
−0.8%
Reduced · −300 sh
43Palo Alto Networks Inc
COM
$1.1M3.3K
0.6%
Held
44Bunge Global Sa
COM SHS
$1.1M10.3K
0.6%
~0%
Added · +2 sh
45Roundhill ETF Trust
MEMORY ETF
$1.1M14.4K
0.5%
New
New position
46Agnc Invt Corp
COM
$1.0M94.6K
0.5%
+6.8%
Added · +6K sh
47Conagra Brands Inc
COM
$1.0M76.2K
0.5%
+124%
Added · +42K sh
48Nvidia Corporation
COM
$1.0M5.1K
0.5%
+0.1%
Added · +3 sh
49Ypf Sociedad Anonima
SPON ADR CL D
$1.0M22.0K
0.5%
+10%
Added · +2K sh
50KKR & Co Inc
COM
$991K10.8K
0.5%
Held
Showing 50 of 132 positions

Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 9, 2026132$197.7M13F-HR
Q1 2026Mar 31, 2026Apr 15, 2026123$176.3M13F-HR
Q4 2025Dec 31, 2025Jan 21, 2026121$162.4M13F-HR
Q3 2025Sep 30, 2025Jan 21, 2026118$147.7M13F-HR/A
Q2 2025Jun 30, 2025Jan 21, 2026115$127.3M13F-HR/A
Amended / restated
  • Q3 2025 · filed Dec 2, 202513F-HR · superseded
  • Q2 2025 · filed Dec 1, 202513F-HR · superseded

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.