Arkolith/Funds/TABR Capital Management, LLC

TABR Capital Management, LLC

CIK 1805603
Holdings as of Jun 30, 2026·disclosed Jul 27, 2026·~27-day 13F lag·13F-HR
Active Filer

TABR Capital Management, LLC holds a focused book of 54 stocks worth $117.4M as of Q2 2026 (disclosed Jul 27, 2026, a ~45-day 13F lag). This quarter they opened Ishares S&P Small-Cap 600 Va and trimmed Invesco S&P 500 Momentum ETF. Their largest long position is Ishares Ibonds Dec 2028 ETF at 20% of the equity book. Cloning the disclosed picks since 2025 would be +26% (+19.8%/yr). That is a simulation of the disclosed long book, not audited returns.

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Use Arkolith to show TABR Capital Management, LLC's latest
holdings, largest changes, and filing provenance.
Opened
71
new positions
Added to
18
existing
Trimmed
12
reduced
Sold out
22
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+25.5%
+19.8%/yr · since Apr '25
Their reported book
+21.6%
held from quarter-end
S&P 500
+39.6%
same window
$10K$11K$12K$13K$14KApr '25Jul '25Oct '25Jan '26Apr '26Jul '26
TABR Capital Management, LLC (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 3.9 points over this window.

Growth of $10,000 cloning TABR Capital Management, LLC'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: focused book

Top 5 holdings
59%
Top 10 holdings
78%
Top 20 holdings
89%

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

Direct sector allocation

18% mapped to company sectors

ETF / fund or unclassified
82%
Information Technology
9%
Industrials
2%
Consumer Discretionary
2%
Health Care
2%
Materials
1%
Energy
1%
Communication Services
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

Funds with the most overlap

Other tracked managers holding the same core names as TABR Capital Management, LLC

Manager / fundShared namesTheir $ in those
FMR LLC79 / 54$613.5B
MORGAN STANLEY79 / 54$357.3B
JPMORGAN CHASE & CO79 / 54$339.9B
BANK OF AMERICA CORP /DE/79 / 54$241.1B
WELLS FARGO & COMPANY/MN79 / 54$99.3B
ROYAL BANK OF CANADA79 / 54$92.8B
RAYMOND JAMES FINANCIAL INC79 / 54$48.7B
LPL Financial LLC79 / 54$45.1B

Ranked by how many of TABR Capital Management, LLC's top 54 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.

54 positions
#SecurityValueShares% PortLast moveHistory
1Ishares TR
IBDS DEC28 ETF
$23.9M946.6K
20.4%
22×
Added · +903K sh
2Ishares TR
MICRO-CAP ETF
$11.8M59.1K
10.1%
+142%
Added · +35K sh
3Ishares TR
SP SMCP600VL ETF
$11.8M86.1K
10.0%
New
New position
4Ishares Inc
CORE MSCI EMKT
$11.2M135.7K
9.6%
+148%
Added · +81K sh
5Pgim ETF TR
PGIM ULTRA SH BD
$10.1M204.2K
8.6%
+16%
Added · +29K sh
6Invesco Exch Traded FD TR II
S&P 500 MOMNTM
$10.0M61.7K
8.5%
−4.3%
Reduced · −3K sh
7Ishares TR
IBON 2026 TE ETF
$5.7M249.9K
4.8%
+2.4%
Added · +6K sh
8Tesla Inc
COM
$2.4M5.8K
2.1%
Held
9Vanguard Index FDS
LARGE CAP ETF
$2.4M6.9K
2.0%
+3.2%
Added · +215 sh
10Vanguard BD Index FDS
TOTAL BND MRKT
$2.3M31.4K
2.0%
+5.9%
Added · +2K sh
11Nvidia Corporation
COM
$2.2M10.9K
1.9%
+0.1%
Added · +14 sh
12Vanguard Star FDS
VG TL INTL STK F
$1.9M22.5K
1.6%
−69%
Reduced · −49K sh
13Eli Lilly & Co
COM
$1.7M1.4K
1.5%
−0.3%
Reduced · −4 sh
14Apple Inc
COM
$1.5M5.1K
1.3%
~0%
Reduced · −2 sh
15Vanguard Index FDS
SMALL CP ETF
$1.3M4.4K
1.1%
+2.9%
Added · +123 sh
16Vanguard Index FDS
MID CAP ETF
$1.3M15.8K
1.1%
+313%
Added · +12K sh
17Ishares TR
IBONDS DEC 29
$1.2M51.9K
1.0%
New
New position
18Vanguard Index FDS
REAL ESTATE ETF
$634K6.6K
0.5%
+3.8%
Added · +243 sh
19Parker-Hannifin Corp
COM
$569K582
0.5%
−33%
Reduced · −283 sh
20Corning Inc
COM
$561K2.2K
0.5%
+8.1%
Added · +165 sh
21Broadcom Inc
COM
$518K1.4K
0.4%
+0.6%
Added · +8 sh
22Micron Technology Inc
COM
$516K447
0.4%
−47%
Reduced · −402 sh
23Intel Corp
COM
$501K3.6K
0.4%
New
New position
24Alphabet Inc
CAP STK CL A
$496K1.4K
0.4%
−1.5%
Reduced · −21 sh
25Western Digital Corp
COM
$459K718
0.4%
−37%
Reduced · −430 sh
26Caterpillar Inc
COM
$446K419
0.4%
+5.0%
Added · +20 sh
27Coherent Corp
COM
$446K1.1K
0.4%
−2.9%
Reduced · −34 sh
28Ge Vernova Inc
COM
$439K373
0.4%
+1.4%
Added · +5 sh
29Flex Ltd
ORD
$420K2.6K
0.4%
New
New position
30Comfort Sys USA Inc
COM
$419K211
0.4%
−9.4%
Reduced · −22 sh
31Jabil Inc
COM
$417K1.1K
0.4%
New
New position
32Howmet Aerospace Inc
COM
$401K1.5K
0.3%
+23%
Added · +278 sh
33Amazon Com Inc
COM
$398K1.7K
0.3%
−0.1%
Reduced · −1 sh
34Centene Corp Del
COM
$398K6.2K
0.3%
New
New position
35Bloom Energy Corp
COM CL A
$398K1.3K
0.3%
New
New position
36Crowdstrike Hldgs Inc
CL A
$391K513
0.3%
New
New position
37Nebius Group N.V.
SHS CLASS A
$382K1.4K
0.3%
New
New position
38Curtiss Wright Corp
COM
$380K501
0.3%
+13%
Added · +59 sh
39Quanta Svcs Inc
COM
$377K524
0.3%
New
New position
40Hewlett Packard Enterprise C
COM
$372K8.2K
0.3%
New
New position
41Ciena Corp
COM NEW
$367K749
0.3%
−22%
Reduced · −207 sh
42Emcor Group Inc
COM
$356K429
0.3%
New
New position
43Imperial Oil Ltd
COM NEW
$352K3.1K
0.3%
New
New position
44Datadog Inc
CL A COM
$351K1.4K
0.3%
New
New position
45Dell Technologies Inc
CL C
$343K794
0.3%
New
New position
46Twilio Inc
CL A
$341K1.7K
0.3%
New
New position
47Cenovus Energy Inc
COM
$339K13.7K
0.3%
New
New position
48Arm Holdings PLC
SPONSORED ADS
$319K900
0.3%
New
New position
49Ast Spacemobile Inc
COM CL A
$311K3.5K
0.3%
New
New position
50Rocket Lab Corp
COM
$310K3.0K
0.3%
New
New position
Showing 50 of 54 positions

Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 27, 202654$117.4M13F-HR
Q1 2026Mar 31, 2026Apr 27, 202654$108.7M13F-HR
Q4 2025Dec 31, 2025Jan 28, 202651$149.9M13F-HR/A
Q3 2025Sep 30, 2025Oct 15, 202553$145.9M13F-HR
Q2 2025Jun 30, 2025Jul 18, 202542$116.6M13F-HR
Q1 2025Mar 31, 2025Apr 23, 202530$96.0M13F-HR
Amended / restated
  • Q4 2025 · filed Jan 14, 202613F-HR/A · superseded
  • Q4 2025 · filed Jan 9, 202613F-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. The performance line is a simulation of the disclosed long book, not an audited return.