Q1 2026: high-conviction 13F filers rotated into Health Care, Utilities and Financials while trimming Consumer Discretionary and Information Technology. Built from quarter-over-quarter 13F position changes, weighted by disclosed focus and cross-source conviction signals. This is a filing-backed read on where capital was positioned.
13F holdings are filed up to 45 days after quarter-end; positions are as of 2026-03-31 and were broadly public by ~2026-05-15. This is where money WAS, not where it is now.
Color shows conviction-weighted net flow. Opacity shows relative magnitude.
Split sectors matter. Broad flow is cleaner than one-sided dollars from a few large books.
The page is the human read. The same sourced result is available as a structured call for agents and internal tools.
# MCP tool capital_rotation(period="2026-03-31") # REST curl -H "Authorization: Bearer <key>" \ "https://arkolith.com/api/v1/rotation?period=2026-03-31"Get a free key
Capital Rotation reports where institutional capital DISCLOSED rotating, as of the latest public SEC 13F filings. It is DATA, NOT investment advice, a recommendation, or a prediction. Filings lag ~45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.