Arkolith/Funds/Vectors Research Management, LLC

Vectors Research Management, LLC

CIK 1750557
Holdings as of Jun 30, 2026·disclosed Jul 29, 2026·~29-day 13F lag·13F-HR
Active Filer

Vectors Research Management, LLC holds a diversified book of 148 stocks worth $382.9M as of Q2 2026 (disclosed Jul 29, 2026, a ~45-day 13F lag). This quarter they opened Generac Holdings Inc and trimmed Invesco S&P 500 Equal Weight. Their largest long position is Invesco S&P 500 Equal Weight at 7% of the equity book. Cloning the disclosed picks since 2024 would be +21% (+11.5%/yr). That is a simulation of the disclosed long book, not audited returns.

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Use Arkolith to show Vectors Research Management, LLC's latest
holdings, largest changes, and filing provenance.
Opened
32
new positions
Added to
52
existing
Trimmed
53
reduced
Sold out
3
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+20.7%
+11.5%/yr · since Nov '24
Their reported book
+20.8%
held from quarter-end
S&P 500
+27.6%
same window
$9K$10K$11K$12K$13KNov '24Mar '25Jul '25Nov '25Mar '26Jul '26
Vectors Research Management, LLC (copied at disclosure) S&P 500

Growth of $10,000 cloning Vectors Research Management, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: diversified book

Top 5 holdings
21%
Top 10 holdings
34%
Top 20 holdings
49%

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

Direct sector allocation

60% mapped to company sectors

ETF / fund or unclassified
40%
Information Technology
24%
Utilities
7%
Consumer Discretionary
7%
Industrials
6%
Financials
5%
Health Care
4%
Real Estate
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 Vectors Research Management, LLC

Manager / fundShared namesTheir $ in those
MORGAN STANLEY80 / 80$488.5B
JPMORGAN CHASE & CO80 / 80$471.7B
BANK OF AMERICA CORP /DE/80 / 80$341.4B
ROYAL BANK OF CANADA80 / 80$138.8B
WELLS FARGO & COMPANY/MN80 / 80$132.5B
UBS Group AG80 / 80$128.3B
RAYMOND JAMES FINANCIAL INC80 / 80$91.4B
PNC FINANCIAL SERVICES GROUP, INC.80 / 80$78.6B

Ranked by how many of Vectors Research Management, LLC's top 80 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.

148 positions
#SecurityValueShares% PortLast moveHistory
1Invesco Exchange Traded FD T
S&P500 EQL WGT
$25.6M120.5K
6.7%
−6.0%
Reduced · −8K sh
2Ishares TR
3 7 YR TREAS BD
$16.5M140.5K
4.3%
~0%
Added · +11 sh
3Vanguard Scottsdale FDS
MTG-BKD SECS ETF
$15.0M320.0K
3.9%
−1.2%
Reduced · −4K sh
4Ishares TR
CORE S&P MCP ETF
$12.4M161.4K
3.3%
+0.7%
Added · +1K sh
5Apple Inc
COM
$12.3M42.6K
3.2%
~0%
Added · +10 sh
6Ishares TR
CORE S&P SCP ETF
$11.4M77.2K
3.0%
+18%
Added · +12K sh
7Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$9.8M137.6K
2.6%
~0%
Added · +60 sh
8Microsoft Corp
COM
$9.4M25.2K
2.5%
−2.0%
Reduced · −508 sh
9Invesco Actively Managed Exc
VAR RATE INVT
$8.8M350.5K
2.3%
+1.6%
Added · +6K sh
10Vanguard BD Index FDS
TOTAL BND MRKT
$7.6M103.1K
2.0%
−1.1%
Reduced · −1K sh
11RTX Corporation
COM
$7.4M39.2K
1.9%
+2.9%
Added · +1K sh
12Advanced Micro Devices Inc
COM
$6.7M11.6K
1.8%
−33%
Reduced · −6K sh
13Caterpillar Inc
COM
$6.6M6.2K
1.7%
+1.0%
Added · +64 sh
14International Business Machs
COM
$6.0M21.3K
1.6%
+0.8%
Added · +166 sh
15Alphabet Inc
CAP STK CL A
$5.7M16.1K
1.5%
−5.8%
Reduced · −996 sh
16Vanguard Index FDS
S&P 500 ETF SHS
$5.6M8.1K
1.5%
+1.1%
Added · +87 sh
17Cisco Sys Inc
COM
$5.5M46.9K
1.4%
+1.0%
Added · +452 sh
18Global X FDS
US INFR DEV ETF
$5.4M90.8K
1.4%
+110%
Added · +48K sh
19Vanguard Intl Equity Index F
FTSE EUROPE ETF
$5.2M59.3K
1.4%
−3.5%
Reduced · −2K sh
20Walmart Inc
COM
$5.2M46.1K
1.4%
−1.4%
Reduced · −671 sh
21Oracle Corp
COM
$5.2M35.2K
1.3%
~0%
Reduced · −11 sh
22Eli Lilly & Co
COM
$5.1M4.3K
1.3%
Held
23JPMorgan Chase & Co
COM
$5.1M15.6K
1.3%
+4.8%
Added · +709 sh
24Select Sector SPDR TR
ST STR UTIL ETF
$5.1M111.8K
1.3%
−2.7%
Reduced · −3K sh
25Williams Cos Inc
COM
$4.9M66.5K
1.3%
−0.2%
Reduced · −116 sh
26Dell Technologies Inc
CL C
$4.9M11.3K
1.3%
−23%
Reduced · −3K sh
27Ryder Sys Inc
COM
$4.8M18.0K
1.2%
−2.5%
Reduced · −463 sh
28Tesla Inc
COM
$4.6M11.0K
1.2%
+0.1%
Added · +16 sh
29Select Sector SPDR TR
ST STR INDL ETF
$4.6M24.6K
1.2%
+22%
Added · +4K sh
30SPDR Series Trust
ST STR P500ETF
$4.1M47.2K
1.1%
−5.4%
Reduced · −3K sh
31Ge Vernova Inc
COM
$4.1M3.5K
1.1%
+0.8%
Added · +27 sh
32Kinder Morgan Inc Del
COM
$4.1M128.9K
1.1%
−0.4%
Reduced · −538 sh
33First Solar Inc
COM
$4.0M17.0K
1.0%
−0.4%
Reduced · −73 sh
34Nvidia Corporation
COM
$3.9M19.7K
1.0%
−8.8%
Reduced · −2K sh
35Exxon Mobil Corp
COM
$3.8M28.1K
1.0%
−0.1%
Reduced · −28 sh
36Cheniere Energy Inc
COM NEW
$3.5M14.7K
0.9%
+1.2%
Added · +176 sh
37Broadcom Inc
COM
$3.4M9.0K
0.9%
+3.2%
Added · +278 sh
38TJX Cos Inc New
COM
$3.4M22.4K
0.9%
Held
39Global X FDS
GLB X MLP ENRG I
$3.3M45.5K
0.9%
−0.7%
Reduced · −307 sh
40Bank Of Amer Corp
COM
$3.2M55.6K
0.8%
+3.7%
Added · +2K sh
41General Dynamics Corp
COM
$3.0M8.4K
0.8%
+6.7%
Added · +530 sh
42Rockwell Automation Inc
COM
$2.9M5.9K
0.8%
+0.7%
Added · +41 sh
43WW Grainger Inc
COM
$2.9M2.1K
0.8%
−2.1%
Reduced · −46 sh
44American Elec PWR Co Inc
COM
$2.9M21.3K
0.8%
−1.9%
Reduced · −417 sh
45Crowdstrike Hldgs Inc
CL A
$2.7M3.6K
0.7%
+2.8%
Added · +98 sh
46Corning Inc
COM
$2.7M10.4K
0.7%
+124%
Added · +6K sh
47Southern Co
COM
$2.6M27.6K
0.7%
−1.3%
Reduced · −358 sh
48Duke Energy Corp New
COM NEW
$2.6M20.7K
0.7%
−1.4%
Reduced · −292 sh
49Iron MTN Inc Del
COM
$2.4M19.0K
0.6%
−23%
Reduced · −6K sh
50Capital One Finl Corp
COM
$2.4M11.8K
0.6%
−1.2%
Reduced · −145 sh
Showing 50 of 148 positions

Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 29, 2026148$382.9M13F-HR
Q1 2026Mar 31, 2026May 5, 2026142$342.4M13F-HR
Q4 2025Dec 31, 2025Feb 3, 2026121$327.6M13F-HR
Q3 2025Sep 30, 2025Oct 28, 2025131$317.3M13F-HR
Q2 2025Jun 30, 2025Jul 29, 2025119$291.8M13F-HR
Q1 2025Mar 31, 2025Apr 23, 2025116$285.9M13F-HR
Q4 2024Dec 31, 2024Feb 13, 2025116$293.5M13F-HR
Q3 2024Sep 30, 2024Nov 6, 2024122$330.4M13F-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. The performance line is a simulation of the disclosed long book, not an audited return.