Arkolith/Funds/Wallington Asset Management, LLC

Wallington Asset Management, LLC

CIK 1426754Hedge fund
Holdings as of Jun 30, 2026·disclosed Jul 22, 2026·~22-day 13F lag·13F-HR
Active Filer

Wallington Asset Management, LLC holds a focused book of 61 stocks worth $813.9M as of Q2 2026 (disclosed Jul 22, 2026, a ~45-day 13F lag). This quarter they opened Honeywell Aerospace Inc. and trimmed Vanguard Ftse Developed ETF. Their largest long position is Vanguard Ftse Developed ETF at 11% of the equity book. Cloning the disclosed picks since 2024 would be +35% (+18.8%/yr). That is a simulation of the disclosed long book, not audited returns.

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Use Arkolith to show Wallington Asset Management, LLC's latest
holdings, largest changes, and filing provenance.
Opened
50
new positions
Added to
14
existing
Trimmed
35
reduced
Sold out
3
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+35.4%
+18.8%/yr · since Oct '24
Their reported book
+37.3%
held from quarter-end
S&P 500
+28.9%
same window
$9K$10K$11K$12K$14KOct '24Feb '25Jul '25Nov '25Mar '26Jul '26
Wallington Asset Management, LLC (copied at disclosure) S&P 500

The reported book (valued from quarter-end) returned +37.3%, a 1.9-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.

Growth of $10,000 cloning Wallington Asset 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: focused book

Top 5 holdings
31%
Top 10 holdings
49%
Top 20 holdings
74%

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

Direct sector allocation

76% mapped to company sectors

Information Technology
27%
ETF / fund or unclassified
24%
Financials
13%
Consumer Discretionary
9%
Industrials
9%
Health Care
7%
Materials
5%
Energy
4%

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 Wallington Asset Management, LLC

Manager / fundShared namesTheir $ in those
PNC FINANCIAL SERVICES GROUP, INC.63 / 61$83.3B
BlackRock, Inc.62 / 61$2.2T
FMR LLC62 / 61$772.1B
MORGAN STANLEY62 / 61$537.7B
JPMORGAN CHASE & CO62 / 61$505.2B
BANK OF AMERICA CORP /DE/62 / 61$348.4B
NORTHERN TRUST CORP62 / 61$304.5B
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME62 / 61$206.2B

Ranked by how many of Wallington Asset Management, LLC's top 61 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.

61 positions
#SecurityValueShares% PortLast moveHistory
1Vanguard FTSE Developed Market ETF
ETF
$89.0M1.25M
10.9%
−0.3%
Reduced · −4K sh
2Micron Technology Inc.
COM
$49.9M43.3K
6.1%
−32%
Reduced · −21K sh
3Alphabet Inc. Class C
COM
$37.6M106.4K
4.6%
−0.2%
Reduced · −178 sh
4Apple Inc.
COM
$37.0M127.8K
4.5%
−0.1%
Reduced · −87 sh
5Linde PLC
COM
$36.7M70.7K
4.5%
~0%
Reduced · −32 sh
6TJX Companies Inc.
COM
$32.2M212.6K
4.0%
−0.4%
Reduced · −841 sh
7Microsoft Corp.
COM
$30.1M80.7K
3.7%
−0.8%
Reduced · −695 sh
8Goldman Sachs Group Inc.
COM
$29.4M29.1K
3.6%
−0.1%
Reduced · −27 sh
9Palo Alto Networks Inc.
COM
$29.3M85.8K
3.6%
~0%
Added · +10 sh
10Cummins Inc.
COM
$24.5M34.3K
3.0%
~0%
Reduced · −5 sh
11Amazon.com Inc.
COM
$24.1M101.1K
3.0%
+9.3%
Added · +9K sh
12iShares Core S&P Small-Cap ETF
ETF
$23.3M157.2K
2.9%
−0.4%
Reduced · −572 sh
13Johnson & Johnson
COM
$23.1M90.9K
2.8%
+0.6%
Added · +567 sh
14Phillips 66
COM
$22.6M133.5K
2.8%
+0.6%
Added · +804 sh
15Visa Inc. Class A
COM
$21.9M64.0K
2.7%
−0.4%
Reduced · −256 sh
16iShares Gold Trust
ETF
$21.2M280.5K
2.6%
+0.8%
Added · +2K sh
17Union Pacific Corp.
COM
$20.8M76.4K
2.6%
+0.3%
Added · +214 sh
18Avantis U.S. Small-Cap Value ETF
ETF
$19.3M154.7K
2.4%
+0.3%
Added · +400 sh
19SPDR Gold Trust
ETF
$16.8M45.7K
2.1%
−1.0%
Reduced · −460 sh
20Deere & Co.
COM
$16.5M26.1K
2.0%
−0.4%
Reduced · −110 sh
21Cisco Systems Inc.
COM
$16.5M140.6K
2.0%
−0.4%
Reduced · −550 sh
22iShares MSCI Eurozone ETF
ETF
$15.9M229.4K
2.0%
−0.4%
Reduced · −930 sh
23Medtronic PLC
COM
$15.3M195.3K
1.9%
−0.3%
Reduced · −631 sh
24Amgen Inc.
COM
$15.1M41.8K
1.9%
+0.4%
Added · +158 sh
25Meta Platforms Inc.
COM
$12.7M22.6K
1.6%
−0.8%
Reduced · −172 sh
26iShares MSCI Emerging Markets ex China ETF
ETF
$12.6M123.0K
1.5%
−0.2%
Reduced · −280 sh
27ExxonMobil Holdings Corporatio
COM
$12.1M88.4K
1.5%
+0.3%
Added · +257 sh
28American Tower Corp.
COM
$11.2M68.5K
1.4%
−0.1%
Reduced · −61 sh
29Bank of America Corp.
COM
$10.6M186.3K
1.3%
−1.1%
Reduced · −2K sh
30Lowe's Companies Inc.
COM
$9.7M43.8K
1.2%
−0.6%
Reduced · −281 sh
31Honeywell Technologies Inc.
COM
$9.3M41.7K
1.1%
−50%
Reduced · −42K sh
32Vanguard FTSE Emerging Markets ETF
ETF
$9.3M155.7K
1.1%
−0.2%
Reduced · −270 sh
33Honeywell Aerospace Inc.
COM
$9.2M41.7K
1.1%
New
New position
34Colgate-Palmolive Co.
COM
$6.3M68.4K
0.8%
+0.9%
Added · +588 sh
35Aflac Inc.
COM
$5.7M48.9K
0.7%
−4.8%
Reduced · −2K sh
36Home Depot Inc.
COM
$5.5M15.7K
0.7%
−0.1%
Reduced · −12 sh
37The Walt Disney Co.
COM
$4.8M50.2K
0.6%
+0.2%
Added · +85 sh
38PepsiCo Inc.
COM
$4.5M33.3K
0.6%
−0.4%
Reduced · −144 sh
39Eli Lilly & Co.
COM
$4.0M3.4K
0.5%
−0.6%
Reduced · −20 sh
40SPDR Portfolio S&P 500 ETF
ETF
$3.1M4.1K
0.4%
+1.3%
Added · +52 sh
41Nvidia Corp.
COM
$2.5M12.4K
0.3%
−2.1%
Reduced · −270 sh
42Roche Holdings Ltd. (ADR)
COM
$1.9M37.7K
0.2%
−6.3%
Reduced · −3K sh
43Solstice Advanced Materials In
COM
$1.5M17.3K
0.2%
−3.4%
Reduced · −599 sh
44JPMorgan Chase & Co.
COM
$1.1M3.2K
0.1%
Held
45Boeing Co.
COM
$984K4.5K
0.1%
−0.9%
Reduced · −40 sh
46iShares S&P 500 Growth ETF
ETF
$912K6.6K
0.1%
−3.8%
Reduced · −260 sh
47SPDR Portfolio S&P 500 Growth ETF
ETF
$867K7.3K
0.1%
−2.8%
Reduced · −210 sh
48SPDR Portfolio S&P 500 Value ETF
ETF
$802K13.2K
0.1%
−0.5%
Reduced · −70 sh
49Broadcom Inc.
COM
$609K1.6K
0.1%
Held
50Vanguard Short-Term Corporate Bond ETF
ETF
$592K7.5K
0.1%
+3.1%
Added · +225 sh
Showing 50 of 61 positions

Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 22, 202661$813.9M13F-HR
Q1 2026Mar 31, 2026Apr 22, 202662$752.3M13F-HR
Q4 2025Dec 31, 2025Jan 14, 202673$788.4M13F-HR
Q3 2025Sep 30, 2025Oct 20, 202571$771.0M13F-HR
Q2 2025Jun 30, 2025Jul 21, 202571$710.8M13F-HR
Q1 2025Mar 31, 2025May 9, 202594$694.5M13F-HR
Q4 2024Dec 31, 2024Jan 15, 202595$692.0M13F-HR
Q3 2024Sep 30, 2024Oct 22, 2024100$717.6M13F-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. The performance line is a simulation of the disclosed long book, not an audited return.