Arkolith/Funds/Vann Equity Management LLC

Vann Equity Management LLC

CIK 2018412
Holdings as of Jun 30, 2026·disclosed Aug 5, 2026·~36-day 13F lag·13F-HR
Active Filer

Vann Equity Management LLC holds a diversified book of 168 stocks worth $164.7M as of Q2 2026 (disclosed Aug 5, 2026, a ~36-day 13F lag). This quarter they opened Coca-Cola Co and trimmed Nvidia Corp. Their largest long position is Nvidia Corp at 8% of the equity book.

Trimmed
63
sold some, still holds it
+60 more · largest first
Sold out
20
exited the position entirely
+17 more · largest first, by prior value

How much sits in the biggest positions

Top-heavy: diversified book

Top 5 holdings
25%
Top 10 holdings
35%
Top 20 holdings
48%

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

Where the money is, by sector

88% mapped to company sectors

Information Technology
43%
No sector on file yet
12%
Industrials
11%
Financials
11%
Consumer Discretionary
7%
Health Care
5%
Energy
3%
Materials
3%

+4 sectors below the cut, 5% together

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 (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Vann Equity Management LLC

Manager / fundShared namesTheir $ in those
United American Securities Inc. (d/b/a UAS Asset Management)10 / 80$453.6M
Outlook Capital Management, LLC16 / 80$284.3M
Greenbrier Partners Capital Management, LLC8 / 80$1.2B
Ketron Financial26 / 80$286.8M
Hoey Investments, Inc56 / 80$684.2M
Howard Hughes Medical Institute18 / 80$388.1M
Conway Capital Management, Inc.19 / 80$193.9M
Draper Asset Management, LLC11 / 80$170.4M

Ranked by the share of each fund's own book sitting in the names it shares with Vann Equity Management 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.

168 positions
#SecurityValueShares% PortLast moveHistory
1Nvidia Corporation
COM
$12.6M62.8K
7.6%
−0.6%
Reduced · −369 sh
2Alphabet Inc
CAP STK CL A
$7.9M22.0K
4.8%
−1.7%
Reduced · −376 sh
3Apple Inc
COM
$7.6M26.2K
4.6%
−1.6%
Reduced · −429 sh
4Microsoft Corp
COM
$6.6M17.7K
4.0%
−0.9%
Reduced · −162 sh
5Amazon Com Inc
COM
$5.7M24.0K
3.5%
−0.8%
Reduced · −191 sh
6Broadcom Inc
COM
$5.1M13.5K
3.1%
−9.2%
Reduced · −1K sh
7Eli Lilly & Co
COM
$3.2M2.7K
2.0%
+36%
Added · +723 sh
8Micron Technology Inc
COM
$3.2M2.7K
1.9%
+8.3%
Added · +210 sh
9Meta Platforms Inc
CL A
$2.9M5.2K
1.8%
−21%
Reduced · −1K sh
10Palo Alto Networks Inc
COM
$2.9M8.5K
1.8%
−15%
Reduced · −1K sh
11Ge Vernova Inc
COM
$2.8M2.4K
1.7%
+12%
Added · +265 sh
12Taiwan Semiconductor Manufac
SPONSORED ADS
$2.3M4.8K
1.4%
+0.6%
Added · +28 sh
13Morgan Stanley
COM NEW
$2.2M10.3K
1.3%
−1.6%
Reduced · −174 sh
14Caterpillar Inc
COM
$2.2M2.0K
1.3%
+40%
Added · +575 sh
15Western Digital Corp
COM
$1.9M3.0K
1.2%
+46%
Added · +950 sh
16Berkshire Hathaway Inc Del
CL B NEW
$1.9M3.8K
1.2%
−3.6%
Reduced · −143 sh
17Sandisk Corp
COM
$1.9M830
1.1%
−9.8%
Reduced · −90 sh
18NextEra Energy Inc
COM
$1.8M20.9K
1.1%
+154%
Added · +13K sh
19Costco Wholesale Corporation
COM
$1.8M2.0K
1.1%
+1.9%
Added · +36 sh
20Ishares Inc
CORE MSCI EMKT
$1.8M21.6K
1.1%
+3.4%
Added · +717 sh
21Exxon Mobil Corp
COM
$1.7M12.4K
1.0%
−4.8%
Reduced · −621 sh
22JPMorgan Chase & Co
COM
$1.6M5.0K
1.0%
−0.3%
Reduced · −13 sh
23Ishares TR
MSCI ACWI EX US
$1.6M20.8K
1.0%
+3.1%
Added · +630 sh
24Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$1.5M21.7K
0.9%
+2.1%
Added · +440 sh
25Walmart Inc
COM
$1.5M13.4K
0.9%
+17%
Added · +2K sh
26Abbvie Inc
COM
$1.4M5.5K
0.8%
+0.9%
Added · +50 sh
27NEOS ETF Trust
NASDAQ 100 HIGH
$1.4M24.2K
0.8%
+9.9%
Added · +2K sh
28Ishares TR
MSCI ACWI ETF
$1.4M8.7K
0.8%
−18%
Reduced · −2K sh
29Crowdstrike Hldgs Inc
CL A
$1.3M1.8K
0.8%
−23%
Reduced · −523 sh
30RTX Corporation
COM
$1.3M7.0K
0.8%
+5.7%
Added · +378 sh
31Visa Inc
COM CL A
$1.3M3.7K
0.8%
−1.7%
Reduced · −65 sh
32Metlife Inc
COM
$1.3M15.0K
0.8%
+0.9%
Added · +132 sh
33Lam Research Corp
COM NEW
$1.2M2.8K
0.7%
−1.5%
Reduced · −44 sh
34Marvell Technology Inc
COM
$1.2M4.0K
0.7%
−0.7%
Reduced · −28 sh
35Wabtec
COM
$1.2M4.4K
0.7%
+357%
Added · +3K sh
36Ishares TR
CORE MSCI EAFE
$1.2M12.3K
0.7%
+8.4%
Added · +954 sh
37NEOS ETF Trust
NEOS S&P 500 HI
$1.1M21.1K
0.7%
−6.6%
Reduced · −1K sh
38Mastercard Incorporated
CL A
$1.1M2.2K
0.7%
−1.8%
Reduced · −39 sh
39Chubb Limited
COM
$1.1M3.2K
0.7%
+29%
Added · +716 sh
40Palantir Technologies Inc
CL A
$1.0M8.7K
0.6%
+0.4%
Added · +36 sh
41WW Grainger Inc
COM
$994K731
0.6%
−2.0%
Reduced · −15 sh
42Chevron Corporation
COM
$953K5.7K
0.6%
+41%
Added · +2K sh
43Advanced Micro Devices Inc
COM
$952K1.6K
0.6%
+28%
Added · +362 sh
44ConocoPhillips
COM
$936K9.0K
0.6%
−0.5%
Reduced · −49 sh
45Cummins Inc
COM
$883K1.2K
0.5%
+1.1%
Added · +14 sh
46Arista Networks Inc
COM SHS
$877K5.2K
0.5%
+0.9%
Added · +48 sh
47Netflix Inc.
COM
$873K12.2K
0.5%
−2.7%
Reduced · −334 sh
48Cisco Sys Inc
COM
$868K7.4K
0.5%
−0.2%
Reduced · −14 sh
49Iamgold Corp
COM
$867K54.7K
0.5%
−49%
Reduced · −54K sh
50Intuitive Surgical Inc
COM NEW
$865K2.2K
0.5%
−0.7%
Reduced · −15 sh
Showing 50 of 168 positions
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Filing history

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

$164.7M · Q2 2026Q1 2026 · $140.4MQ2 2026 · $164.7M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Aug 5, 202636d168$164.7M13F-HR
Q1 2026Mar 31, 2026May 8, 202638d158$140.4M13F-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.