Arkolith/Funds/Trust Co

Trust Co

CIK 1632554
Holdings as of Jun 30, 2026·disclosed Jul 10, 2026·~10-day 13F lag·13F-HR
Active Filer

Trust Co holds a focused book of 907 stocks worth $1.1B as of Q2 2026 (disclosed Jul 10, 2026, a ~45-day 13F lag). This quarter they opened ARDELYX INC COM and trimmed VANGUARD VALUE ETF. Their largest long position is ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF at 8% of the equity book.

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holdings, largest changes, and filing provenance.
Opened
69
new positions
Added to
152
existing
Trimmed
189
reduced
Sold out
67
exited

Concentration

Top-heavy: focused book

Top 5 holdings
33%
Top 10 holdings
58%
Top 20 holdings
79%

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

Direct sector allocation

0% mapped to company sectors

ETF / fund or unclassified
100%

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
  • VANGUARD GROWTH ETF
    +488%$57.2M
  • ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF
    +2.0%$1.8M
  • JANUS HENDERSON SHORT DURATION INCOME ETF
    +52%$1.2M
  • VANGUARD TOTAL BOND MARKET ETF
    +1.6%$1.1M
  • ISHARES CORE U.S. AGGREGATE BOND ETF
    +1.5%$970K
  • AUTOMATIC DATA PROCESSING INC COM
    28×$714K
Trimmed / exited
  • APPLE INC COM
    −50%$8.4M
  • BERKSHIRE HATHAWAY INC DEL CL B NEW
    −43%$3.0M
  • ELI LILLY & CO COM
    −79%$2.3M
  • COMMERCE BANCSHARES INC COM
    −90%$2.2M
  • ABBVIE INC COM
    −74%$1.9M
  • HENRY JACK & ASSOC INC COM
    −100%$1.7M

Holdings: largest first

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

907 positions
#SecurityValueShares% PortLast moveHistory
1Ishares Trust Ishares 0-1 Year Treasury Bond ETF
ETF
$89.0M806.5K
8.0%
+2.0%
Added · +16K sh
2Vanguard Total Bond Market ETF
ETF
$72.0M980.8K
6.5%
+1.6%
Added · +16K sh
3Vanguard Growth ETF
ETF
$69.0M800.7K
6.2%
+488%
Added · +665K sh
4Vanguard Value ETF
ETF
$68.6M314.8K
6.2%
−1.6%
Reduced · −5K sh
5Ishares Core U.S. Aggregate Bond ETF
ETF
$66.8M675.1K
6.0%
+1.5%
Added · +10K sh
6Schwab Fundamental International Equity ETF
ETF
$58.8M1.12M
5.3%
−2.1%
Reduced · −24K sh
7State Street SPDR S&P Emerging Markets Dividend ETF
ETF
$57.4M1.40M
5.2%
−0.7%
Reduced · −10K sh
8Vanguard Ftse Developed Markets ETF
ETF
$56.7M796.3K
5.1%
−0.8%
Reduced · −7K sh
9Vanguard Mid-Cap Value ETF
ETF
$51.5M260.5K
4.6%
−0.2%
Reduced · −482 sh
10Ishares Russell 1000 ETF
ETF
$49.8M121.7K
4.5%
−0.8%
Reduced · −1K sh
11Vanguard Mid-Cap Growth ETF
ETF
$48.5M158.5K
4.4%
−0.7%
Reduced · −1K sh
12JPMorgan Active Growth ETF
ETF
$41.4M420.1K
3.7%
−0.4%
Reduced · −2K sh
13Ishares National Muni Bond ETF
ETF
$34.2M317.8K
3.1%
+0.9%
Added · +3K sh
14JPMorgan Ultra-Short Municipal Income ETF
ETF
$27.1M532.3K
2.4%
+2.3%
Added · +12K sh
15Ishares Iboxx $ High Yield Corporate Bond ETF
ETF
$23.2M290.0K
2.1%
+1.5%
Added · +4K sh
16Vanguard Emerging Markets Government Bond ETF
ETF
$18.9M280.7K
1.7%
+0.9%
Added · +2K sh
17Ishares Msci Acwi Ex U.S. ETF
ETF
$12.1M159.4K
1.1%
−2.6%
Reduced · −4K sh
18State Street Technology Select Sector SPDR ETF
ETF
$11.6M61.0K
1.0%
−3.4%
Reduced · −2K sh
19Ishares Ibonds Dec 2028 Term Treasury ETF
ETF
$11.3M511.1K
1.0%
+0.4%
Added · +2K sh
20Vanguard Total International Bond ETF
ETF
$10.5M216.0K
0.9%
+2.2%
Added · +5K sh
21Vanguard Total Stock Market ETF
ETF
$10.1M27.3K
0.9%
+1.5%
Added · +415 sh
22Vanguard Short-Term Inflation-Protected Securities ETF
ETF
$10.0M198.4K
0.9%
+0.6%
Added · +1K sh
23Ishares Ibonds Dec 2030 Term Treasury ETF
ETF
$9.6M490.6K
0.9%
+1.0%
Added · +5K sh
24Apple Inc Com
Stock
$8.3M28.7K
0.8%
−50%
Reduced · −29K sh
25Ishares Core S&P 500 ETF
ETF
$6.8M9.1K
0.6%
−2.4%
Reduced · −226 sh
26Ishares Msci USA Quality Factor ETF
ETF
$6.7M30.6K
0.6%
−0.7%
Reduced · −221 sh
27Vanguard Ftse Emerging Markets ETF
ETF
$6.5M108.5K
0.6%
+3.0%
Added · +3K sh
28Ishares Short Duration High Yield Muni Active ETF
ETF
$6.4M287.0K
0.6%
−1.7%
Reduced · −5K sh
29State Street SPDR S&P 500 ETF
ETF
$6.2M8.3K
0.6%
+6.0%
Added · +469 sh
30Invesco QQQ Trust Series I
ETF
$5.6M7.5K
0.5%
+6.3%
Added · +450 sh
31Microsoft Corp Com
Stock
$5.4M14.6K
0.5%
−5.0%
Reduced · −766 sh
32Vanguard High Dividend Yield Index ETF
ETF
$4.8M30.6K
0.4%
−4.6%
Reduced · −1K sh
33Ishares Msci USA Momentum Factor ETF
ETF
$4.6M13.3K
0.4%
−5.6%
Reduced · −796 sh
34Vanguard Large-Cap ETF
ETF
$4.3M12.5K
0.4%
Held
35Berkshire Hathaway Inc Del CL B New
Stock
$4.0M8.0K
0.4%
−43%
Reduced · −6K sh
36State Street Financial Select Sector SPDR ETF
ETF
$3.7M69.8K
0.3%
−2.0%
Reduced · −1K sh
37Janus Henderson Short Duration Income ETF
ETF
$3.5M72.0K
0.3%
+52%
Added · +24K sh
38Invesco Ultra Short Duration ETF
ETF
$3.3M65.7K
0.3%
+27%
Added · +14K sh
39Alphabet Inc Cap STK CL A
Stock
$3.1M8.7K
0.3%
−12%
Reduced · −1K sh
40Vanguard Tax-Exempt Bond ETF
ETF
$3.0M59.4K
0.3%
−0.3%
Reduced · −185 sh
41State Street Industrial Select Sector SPDR ETF
ETF
$2.8M15.3K
0.3%
−3.3%
Reduced · −524 sh
42Amazon Com Inc Com
Stock
$2.8M11.9K
0.3%
−18%
Reduced · −3K sh
43State Street Consumer Discretionary Select Sector SPDR ETF
ETF
$2.8M23.8K
0.3%
−2.8%
Reduced · −694 sh
44Vanguard Small Cap Value ETF
ETF
$2.6M10.8K
0.2%
+24%
Added · +2K sh
45State Street Communication Services Select Sector SPDR ETF
ETF
$2.6M24.0K
0.2%
−3.4%
Reduced · −848 sh
46State Street Health Care Select Sector SPDR ETF
ETF
$2.5M15.6K
0.2%
−3.8%
Reduced · −617 sh
47Bristol-Myers Squibb Co Com
Stock
$2.4M41.1K
0.2%
−9.6%
Reduced · −4K sh
48JPMorgan Chase & Co Com
Stock
$2.3M7.2K
0.2%
−27%
Reduced · −3K sh
49Nvidia Corporation Com
Stock
$2.0M10.2K
0.2%
−6.0%
Reduced · −654 sh
50Adobe Inc Com
Stock
$2.0M9.9K
0.2%
+39%
Added · +3K sh
Showing 50 of 907 positions

Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 10, 2026908$1.1B13F-HR
Q1 2026Mar 31, 2026Apr 13, 2026907$1.1B13F-HR
Q4 2025Dec 31, 2025Jan 15, 2026889$1.1B13F-HR
Q3 2025Sep 30, 2025Oct 6, 2025398$977.7M13F-HR
Q2 2025Jun 30, 2025Jul 7, 2025414$886.1M13F-HR
Q1 2025Mar 31, 2025Apr 8, 2025446$842.1M13F-HR
Q4 2024Dec 31, 2024Jan 14, 2025413$872.7M13F-HR
Q3 2024Sep 30, 2024Oct 3, 2024394$831.6M13F-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.