Arkolith/Funds/Trask Adam Roland

Trask Adam Roland

CIK 2109050
Holdings as of Mar 31, 2026·disclosed May 15, 2026·~45-day 13F lag·13F-HR
Active Filer

Trask Adam Roland holds a diversified book of 190 stocks worth $105.7M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). Their largest long position is Eli Lilly & Co at 7% of the equity book.

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First tracked quarter for this filer. Quarter-over-quarter changes (opened / added / trimmed / sold) appear once the next 13F is filed and there is a prior book to compare.

Concentration

Top-heavy: diversified book

Top 5 holdings
30%
Top 10 holdings
49%
Top 20 holdings
68%

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

Direct sector allocation

80% mapped to company sectors

Information Technology
24%
ETF / fund or unclassified
20%
Health Care
17%
Consumer Discretionary
12%
Materials
9%
Industrials
7%
Utilities
7%
Financials
5%

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.

Holdings: largest first

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

190 positions
#SecurityValueShares% PortLast moveHistory
1Eli Lilly & Co
COM
$7.6M8.3K
7.2%
New
New position
2Centrus Energy Corp
CL A
$7.2M41.3K
6.8%
New
New position
3Goldman Sachs ETF TR
ULTRA SHORT BOND
$5.7M111.9K
5.4%
New
New position
4Nvidia Corporation
COM
$5.6M32.2K
5.3%
New
New position
5Amazon Com Inc
COM
$5.3M25.6K
5.0%
New
New position
6Microsoft Corp
COM
$5.2M14.0K
4.9%
New
New position
7Apple Inc
COM
$4.4M17.5K
4.2%
New
New position
8Stryker Corporation
COM
$4.0M12.1K
3.8%
New
New position
9United Parcel Svcs Inc
CL B
$3.5M35.1K
3.3%
New
New position
10Hni Corp
COM
$3.3M98.5K
3.1%
New
New position
11Abbvie Inc
COM
$2.8M13.0K
2.7%
New
New position
12Alphabet Inc
CAP STK CL A
$2.7M9.6K
2.6%
New
New position
13Constellation Energy Corp
COM
$2.6M9.1K
2.4%
New
New position
14Nuscale PWR Corp
CL A COM
$2.0M184.0K
1.9%
New
New position
15Johnson & Johnson
COM
$1.9M7.7K
1.8%
New
New position
16International Business Machs
COM
$1.8M7.5K
1.7%
New
New position
17Fidelity Merrimack STR TR
LOW DURTIN ETF
$1.8M36.4K
1.7%
New
New position
18Vistra Corp
COM
$1.6M10.7K
1.5%
New
New position
19Goldman Sachs ETF TR
S&P 500 PREMIUM
$1.6M31.3K
1.5%
New
New position
20Xylem Inc
COM
$1.3M11.3K
1.3%
New
New position
21Alphabet Inc
CAP STK CL C
$1.3M4.4K
1.2%
New
New position
22JPMorgan Chase & Co
COM
$1.2M4.0K
1.1%
New
New position
23Etfis Ser TR I
VIRTUS INFRCAP
$1.2M56.6K
1.1%
New
New position
24Abbott Laboratories
COM
$1.1M10.3K
1.0%
New
New position
25Costco Wholesale Corporation
COM
$1.1M1.1K
1.0%
New
New position
26Ecolab Inc
COM
$1.0M3.9K
1.0%
New
New position
27Clean Harbors Inc
COM
$1.0M3.6K
1.0%
New
New position
28Walmart Inc
COM
$1.0M8.2K
1.0%
New
New position
29DBX ETF TR
XTRACKERS SHRT
$977K22.0K
0.9%
New
New position
30DBX ETF TR
XTRACKERS US 0-1
$976K32.4K
0.9%
New
New position
31Etfis Ser TR I
VIRTUS NEWFLEET
$908K39.9K
0.9%
New
New position
32Oklo Inc
COM CL A
$893K18.0K
0.8%
New
New position
33First TR Exchange-Traded FD
VEST LADDERED
$887K43.5K
0.8%
New
New position
34Wells Fargo & Co
COM
$850K10.7K
0.8%
New
New position
35Calamos ETF TR
AUTOCALLABLE INC
$832K33.1K
0.8%
New
New position
36Unitedhealth Group Inc
COM
$832K3.1K
0.8%
New
New position
37Thermo Fisher Scientific Inc
COM
$821K1.7K
0.8%
New
New position
38Tesla Inc
COM
$799K2.1K
0.8%
New
New position
39MP Materials Corp
COM CL A
$747K15.5K
0.7%
New
New position
40J P Morgan Exchange Traded F
ULTRA SHRT ETF
$736K14.6K
0.7%
New
New position
41Celestica Inc
COM
$704K2.5K
0.7%
New
New position
42Target Corp
COM
$703K5.8K
0.7%
New
New position
43Invesco Exch Traded FD TR II
PFD ETF
$698K64.2K
0.7%
New
New position
44J P Morgan Exchange Traded F
CORE PLUS BD ETF
$617K13.1K
0.6%
New
New position
45Palantir Technologies Inc
CL A
$582K4.0K
0.6%
New
New position
46Meta Platforms Inc
CL A
$551K963
0.5%
New
New position
47Invesco Exchange Traded FD T
WATER RES ETF
$535K8.0K
0.5%
New
New position
48Berkshire Hathaway Inc Del
CL B NEW
$479K1.0K
0.5%
New
New position
49Fifth Third Bancorp
COM
$465K10.0K
0.4%
New
New position
50Select Sector SPDR TR
STATE STREET TEC
$454K3.4K
0.4%
New
New position
Showing 50 of 190 positions

Filing history

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

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 15, 2026190$105.7M13F-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. Price-derived performance is withheld until the price-source policy and freshness gate are green.