Arkolith/Funds/TRB Advisors LP

TRB Advisors LP

CIK 1513300
Holdings as of Jun 30, 2026·disclosed Aug 13, 2026·~44-day 13F lag·13F-HR
Active Filer

TRB Advisors LP holds a concentrated book of 6 stocks worth $232.9M as of Q2 2026 (disclosed Aug 13, 2026, a ~44-day 13F lag). This quarter they opened Vanguard S&P 500 ETF and trimmed Apple Inc. Their largest long position is Vanguard S&P 500 ETF at 44% of the equity book.

Opened
3
bought for the first time
Added to
1
already held, bought more
Trimmed
1
sold some, still holds it
Sold out
2
exited the position entirely

Concentration

Top-heavy: concentrated book

Top 5 holdings
98%
Top 10 holdings
100%
Top 20 holdings
100%

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

Direct sector allocation

13% mapped to company sectors

ETF / fund or unclassified
87%
Financials
11%
Information Technology
2%

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 TRB Advisors LP

Manager / fundShared namesTheir $ in those
ROYAL BANK OF CANADA7 / 6$38.6B
Focus Partners Wealth7 / 6$6.8B
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC7 / 6$3.4B
JANE STREET GROUP, LLC7 / 6$514.7M
BlackRock, Inc.6 / 6$556.7B
FMR LLC6 / 6$164.1B
MORGAN STANLEY6 / 6$139.6B
JPMORGAN CHASE & CO6 / 6$123.6B

Ranked by how many of TRB Advisors LP's top 6 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.

6 positions
#SecurityValueShares% PortLast moveHistory
1Vanguard Index FDS
S&P 500 ETF SHS
$103.0M150.0K
44.2%
New
New position
2Vaneck ETF Trust
SEMICONDUCTR ETF
$65.6M100.0K
28.2%
New
New position
3KKR & Co Inc
COM
$26.3M286.2K
11.3%
Held
4Space Exploration Techn Corp
CLASS A COM STK
$17.1M100.3K
7.4%
New
New position
5Tremblant Global ETF
ETF SHS
$17.1M550.0K
7.3%
+10%
Added · +50K sh
6Apple Inc
COM
$3.8M13.0K
1.6%
−93%
Reduced · −162K sh
Showing all 6 positions
Build

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Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 13, 20266$232.9M13F-HR
Q1 2026Mar 31, 2026May 8, 20265$145.9M13F-HR
Q3 2025Sep 30, 2025Oct 31, 202511$496.3M13F-HR/A
Amended / restated
  • Q1 2026 · filed Feb 9, 202613F-HR · superseded

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.