Arkolith/Funds/Thayer Partners, LLC / MA

Thayer Partners, LLC / MA

CIK 2010185
Holdings as of Jun 30, 2026·disclosed Jul 31, 2026·~31-day 13F lag·13F-HR
Active Filer

Thayer Partners, LLC / MA holds a focused book of 100 stocks worth $241.6M as of Q2 2026 (disclosed Jul 31, 2026, a ~31-day 13F lag). This quarter they opened JPM Nasdaq Equity Premium and trimmed Vanguard Ftse Developed ETF. Their largest long position is Vanguard S&P 500 ETF at 18% of the equity book.

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Use Arkolith to show Thayer Partners, LLC / MA's latest
holdings, largest changes, and filing provenance.
Opened
10
new positions
Added to
63
existing
Trimmed
20
reduced
Sold out
4
exited

Concentration

Top-heavy: focused book

Top 5 holdings
47%
Top 10 holdings
59%
Top 20 holdings
72%

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

Direct sector allocation

19% mapped to company sectors

ETF / fund or unclassified
81%
Information Technology
9%
Health Care
3%
Consumer Discretionary
2%
Industrials
2%
Financials
2%
Materials
1%
Energy
0%

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 Thayer Partners, LLC / MA

Manager / fundShared namesTheir $ in those
MORGAN STANLEY80 / 80$563.5B
WELLS FARGO & COMPANY/MN80 / 80$182.3B
RAYMOND JAMES FINANCIAL INC80 / 80$116.6B
LPL Financial LLC80 / 80$99.2B
OSAIC HOLDINGS, INC.80 / 80$20.2B
ROYAL BANK OF CANADA79 / 80$159.1B
UBS Group AG79 / 80$152.5B
Cetera Investment Advisers79 / 80$29.1B

Ranked by how many of Thayer Partners, LLC / MA's top 80 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.

100 positions
#SecurityValueShares% PortLast moveHistory
1Vanguard Index FDS
S&P 500 ETF SHS
$43.5M63.3K
18.0%
+1.2%
Added · +737 sh
2Ishares TR
CORE US AGGBD ET
$22.2M224.1K
9.2%
+5.3%
Added · +11K sh
3Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$21.8M305.4K
9.0%
−3.4%
Reduced · −11K sh
4Invesco QQQ TR
UNIT SER 1
$17.2M23.4K
7.1%
−1.9%
Reduced · −451 sh
5Ishares TR
7-10 YR TRSY BD
$7.8M82.7K
3.2%
+9.0%
Added · +7K sh
6Apple Inc
COM
$7.0M24.0K
2.9%
+2.5%
Added · +584 sh
7J P Morgan Exchange Traded F
EQUITY PREMIUM
$6.2M108.9K
2.5%
+11%
Added · +11K sh
8Ishares TR
1 3 YR TREAS BD
$5.9M71.2K
2.4%
+0.8%
Added · +607 sh
9Vanguard Intl Equity Index F
FTSE EMR MKT ETF
$5.6M93.4K
2.3%
+0.6%
Added · +558 sh
10Johnson & Johnson
COM
$4.9M19.4K
2.0%
+0.3%
Added · +53 sh
11Pgim ETF TR
PGIM ULTRA SH BD
$4.7M95.0K
1.9%
+26%
Added · +19K sh
12Goldman Sachs ETF TR
HEDGE IND ETF
$3.6M19.1K
1.5%
Held
13Ishares TR
CORE MSCI EAFE
$3.5M36.2K
1.4%
+13%
Added · +4K sh
14NEOS ETF Trust
NASDAQ 100 HDGD
$3.3M58.3K
1.3%
+3.3%
Added · +2K sh
15Eaton Vance Tax-Managed Buy-
COM
$3.2M213.5K
1.3%
+3.9%
Added · +8K sh
16T Rowe Price Exchange-Traded
PRICE BLUE CHIP
$3.1M61.4K
1.3%
+6.8%
Added · +4K sh
17Nvidia Corporation
COM
$3.0M14.9K
1.2%
−0.6%
Reduced · −94 sh
18Eaton Vance Floating Rate In
COM
$2.9M271.4K
1.2%
+16%
Added · +38K sh
19Ge Aerospace
COM NEW
$2.9M7.7K
1.2%
+4.8%
Added · +349 sh
20Vanguard Malvern FDS
CORE BD ETF
$2.8M36.7K
1.2%
+9.8%
Added · +3K sh
21Select Sector SPDR TR
ST STR FINL ETF
$2.8M52.4K
1.2%
+8.4%
Added · +4K sh
22Vanguard World FD
HEALTH CAR ETF
$2.7M8.9K
1.1%
+1.1%
Added · +102 sh
23Amazon Com Inc
COM
$2.6M10.7K
1.1%
+5.5%
Added · +559 sh
24Vanguard Specialized Funds
DIV APP ETF
$2.5M10.5K
1.0%
+1.0%
Added · +108 sh
25Ishares TR
CORE S&P500 ETF
$2.4M3.2K
1.0%
+5.8%
Added · +174 sh
26Ge Vernova Inc
COM
$2.4M2.0K
1.0%
+3.2%
Added · +63 sh
27Vanguard World FD
ESG US STK ETF
$2.2M16.5K
0.9%
+0.1%
Added · +25 sh
28Goldman Sachs Group Inc
COM
$1.8M1.8K
0.8%
+0.8%
Added · +14 sh
29Select Sector SPDR TR
ST STR ENERG ETF
$1.8M33.8K
0.7%
−4.8%
Reduced · −2K sh
30Select Sector SPDR TR
ST STR REAL ETF
$1.7M39.4K
0.7%
+19%
Added · +6K sh
31Cisco Sys Inc
COM
$1.7M14.2K
0.7%
+61%
Added · +5K sh
32T Rowe Price Exchange-Traded
SMALL MID CAP
$1.6M37.0K
0.7%
+13%
Added · +4K sh
33Caterpillar Inc
COM
$1.6M1.5K
0.7%
−7.6%
Reduced · −121 sh
34Eaton Corp PLC
SHS
$1.5M3.5K
0.6%
−0.8%
Reduced · −29 sh
35Ishares TR
S&P MC 400GR ETF
$1.4M12.0K
0.6%
~0%
Added · +4 sh
36Vanguard Index FDS
GROWTH ETF
$1.4M16.3K
0.6%
+523%
Added · +14K sh
37Home Depot Inc
COM
$1.4M3.9K
0.6%
+2.4%
Added · +93 sh
38Direxion Shares ETF Trust
NASDAQ 100 EQ WT
$1.3M11.0K
0.6%
+4.2%
Added · +444 sh
39Ishares TR
SELECT DIVID ETF
$1.2M7.8K
0.5%
−7.2%
Reduced · −605 sh
40Microsoft Corp
COM
$1.1M3.0K
0.5%
+13%
Added · +347 sh
41Vanguard World FD
ESG INTL STK ETF
$1.1M13.4K
0.5%
−5.6%
Reduced · −795 sh
42Kimberly-Clark Corp
COM
$1.1M9.6K
0.4%
−0.2%
Reduced · −17 sh
43Exxon Mobil Corp
COM
$991K7.2K
0.4%
+1.8%
Added · +127 sh
44Alphabet Inc
CAP STK CL C
$924K2.6K
0.4%
+13%
Added · +300 sh
45Merck & Co Inc
COM
$913K7.1K
0.4%
−0.3%
Reduced · −21 sh
46Vanguard World FD
ESG US CORP BD
$900K14.3K
0.4%
+4.4%
Added · +603 sh
47J P Morgan Exchange Traded F
NASDAQ EQT PREM
$890K14.5K
0.4%
New
New position
48Vanguard Index FDS
SMALL CP ETF
$867K2.9K
0.4%
+15%
Added · +377 sh
49Vanguard Index FDS
VALUE ETF
$810K3.7K
0.3%
+0.3%
Added · +12 sh
50Vanguard Scottsdale FDS
SHORT TERM TREAS
$774K13.3K
0.3%
New
New position
Showing 50 of 100 positions

Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 31, 2026100$241.6M13F-HR
Q1 2026Mar 31, 2026May 5, 202694$210.1M13F-HR
Q4 2025Dec 31, 2025Feb 5, 202690$205.6M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 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.