Arkolith/Funds/Thor Trading Advisors, LLC

Thor Trading Advisors, LLC

CIK 2057073
Holdings as of Jun 30, 2026·disclosed Aug 12, 2026·~43-day 13F lag·13F-HR
Active Filer

Thor Trading Advisors, LLC holds a concentrated book of 39 stocks worth $318.7M as of Q2 2026 (disclosed Aug 12, 2026, a ~43-day 13F lag). This quarter they opened SS Financial Select Sector and trimmed SS SPDR Dow Jones Indus Avg. Their largest long position is Invesco QQQ Trust Series 1 at 22% of the equity book.

Opened
29
bought for the first time
Added to
5
already held, bought more
Trimmed
5
sold some, still holds it

Concentration

Top-heavy: concentrated book

Top 5 holdings
72%
Top 10 holdings
85%
Top 20 holdings
95%

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

Direct sector allocation

5% mapped to company sectors

ETF / fund or unclassified
95%
Information Technology
2%
Financials
2%
Consumer Discretionary
1%
Utilities
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 Thor Trading Advisors, LLC

Manager / fundShared namesTheir $ in those
OSAIC HOLDINGS, INC.41 / 39$11.8B
MORGAN STANLEY40 / 39$358.0B
JPMORGAN CHASE & CO39 / 39$376.2B
LPL Financial LLC39 / 39$53.0B
ENVESTNET ASSET MANAGEMENT INC39 / 39$33.1B
HighTower Advisors, LLC39 / 39$14.9B
Farther Finance Advisors, LLC39 / 39$1.3B
IFP Advisors, Inc39 / 39$847.0M

Ranked by the share of each fund's own book sitting in the names it shares with Thor Trading Advisors, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

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

39 positions
#SecurityValueShares% PortLast moveHistory
1Invesco QQQ Trus
UNIT SER 1
$70.8M96.1K
22.2%
53×
Added · +94K sh
2SS SPDR Djia ETF
UT SER 1
$70.3M134.5K
22.0%
−33%
Reduced · −66K sh
3SS S&P 500 Et-US
TR UNIT
$69.8M93.5K
21.9%
−33%
Reduced · −47K sh
4SS Tech Sel Sect
ST STR TECHN ETF
$9.9M51.9K
3.1%
29×
Added · +50K sh
5SS Industrial
ST STR INDL ETF
$8.7M46.9K
2.7%
−0.1%
Reduced · −34 sh
6SS Financial Sel
ST STR FINL ETF
$8.2M153.7K
2.6%
New
New position
7SS Utilities Sel
ST STR UTIL ETF
$8.1M178.8K
2.5%
+14%
Added · +21K sh
8SS Real Estate
ST STR REAL ETF
$8.1M183.6K
2.5%
New
New position
9SS Consumer Disc
ST STR DISCR ETF
$7.9M67.6K
2.5%
+7.9%
Added · +5K sh
10SS Materials ETF
ST STR MATER ETF
$7.9M155.3K
2.5%
−5.3%
Reduced · −9K sh
11FT Vest Gold STR
FT VEST GOLD
$6.2M294.5K
1.9%
New
New position
12Ampl-TRNS Data
BLOCK TECHN ETF
$4.2M66.3K
1.3%
New
New position
13Proshares Ul QQQ
ULTRAPRO QQQ
$4.1M51.1K
1.3%
New
New position
14Proshares Ultrashort Yen
ULTRASHORT YEN N
$3.8M67.4K
1.2%
New
New position
15Invesco Optimum Yield Div
OPTIMUM YIELD
$3.0M188.0K
0.9%
New
New position
16SS Energy Select
ST STR ENERG ETF
$2.7M51.1K
0.9%
−67%
Reduced · −103K sh
17SPDR Bloomberg 1
ST STR BLO 1 ETF
$2.5M27.3K
0.8%
+6.4%
Added · +2K sh
18Nvidia Corp
COM
$1.7M8.7K
0.5%
New
New position
19Simpl-Int RT HDG
SIMPLIFY INTERST
$1.7M38.1K
0.5%
New
New position
20Broadcom Inc
COM
$1.6M4.3K
0.5%
New
New position
21Roundhill Magnif
ROUN MA SEVE ETF
$1.6M25.0K
0.5%
New
New position
22Ishares 3-7 Year
3 7 YR TREAS BD
$1.5M13.1K
0.5%
New
New position
23V/e Semiconduct
SEMICONDUCTR ETF
$1.4M2.2K
0.4%
New
New position
24Wisdomtree BBG Usd Bullis
BLMBG US BULL
$1.3M50.0K
0.4%
New
New position
25Innovator U.S. E
US EQTY PWR BUF
$1.3M28.3K
0.4%
New
New position
26Pro Ultra Gold
ULTRA GOLD
$1.2M28.4K
0.4%
New
New position
27Walmart Inc
COM
$1.2M10.9K
0.4%
New
New position
28Costco Wholesale
COM
$1.0M1.1K
0.3%
New
New position
29Apple Inc
COM
$941K3.3K
0.3%
New
New position
30Southern Co
COM
$833K8.7K
0.3%
New
New position
31Amazon.com Inc
COM
$774K3.2K
0.2%
New
New position
32Alphabet Inc-C
CAP STK CL C
$767K2.2K
0.2%
New
New position
33Wisdomtree JPN H
JAPN HEDGE EQT
$753K4.3K
0.2%
New
New position
34SPDR S&P Aerospa
ST STR SP AERO
$612K2.2K
0.2%
New
New position
35Exxon Mobil Corp
COM
$594K4.3K
0.2%
New
New position
36TJX Cos Inc
COM
$492K3.2K
0.2%
New
New position
37Microsoft Corp
COM
$400K1.1K
0.1%
New
New position
38NextEra Energy
COM
$381K4.3K
0.1%
New
New position
39Palantir Techn-A
CL A
$254K2.2K
0.1%
New
New position
Showing all 39 positions
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Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 12, 202639$318.7M13F-HR
Q1 2026Mar 31, 2026May 8, 202612$241.3M13F-HR
Q4 2025Dec 31, 2025Feb 12, 202613$241.3M13F-HR
Q3 2025Sep 30, 2025Nov 5, 202513$196.7M13F-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.