Among active 13F managers last quarter, 1 opened and 3 added, while 3 reduced; the largest holder to move was Coston, McIsaac & Partners (−3.9%).
13 tracked 13F filers disclose a position in AGTHX as of the latest SEC 13F filings, a combined $3.9M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Coston, McIsaac & Partners | 12K | $1.0M | ▼−3.9% Reduced · −470 sh | Q2 2026 | |
| 2 | Beck Mack & Oliver LLC | 8K | $604K | —Held | Q1 2026 | |
| 3 | Ethos Financial Group, LLC | 7K | $544K | ▲+16% Added · +898 sh | Q2 2026 | |
| 4 | Fulton Bank, N.A. | 6K | $466K | ▼−24% Reduced · −2K sh | Q1 2026 | |
| 5 | Violich Capital Management, Inc. | 5K | $423K | ▼−1.0% Reduced · −50 sh | Q2 2026 | |
| 6 | North Star Asset Management Inc | 4K | $303K | ▲+21% Added · +702 sh | Q1 2026 | |
| 7 | McMillan Office, Inc. | 2K | $218K | ▲+725% Added · +2K sh | Q2 2026 | |
| 8 | Westside Investment Management, Inc. | 2K | $191K | —Held | Q2 2026 | |
| 9 | Vermillion Wealth Management, Inc. | 1K | $108K | ▲New +1K sh | Q2 2026 | |
| 10 | McIlrath & Eck, LLC | 121 | $9K | ▲New +121 sh | Q1 2026 | |
| 11 | Financial Gravity Companies, Inc. | 112 | $10K | ▼−78% Reduced · −390 sh | Q2 2026 | |
| 12 | Game Plan Financial Advisors, LLC | 28 | $2K | —Held | Q2 2026 | |
| 13 | NBT Bank, N.A. | 4 | $389 | ▲New +4 sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 1 fund opened a new position in AGTHX and 3 added to an existing one, while 3 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Alphabet Inc-CL CGOOG | 9 funds | $541.0M |
| Microsoft CorpMSFT | 9 funds | $450.7M |
| Apple IncAAPL | 9 funds | $371.1M |
| Alphabet Inc-CL AGOOGL | 9 funds | $350.3M |
| Amazon.com IncAMZN | 9 funds | $189.3M |
| JPMorgan Chase & CoJPM | 9 funds | $179.3M |
| American Express CoAXP | 9 funds | $138.9M |
| Berkshire Hathaway Inc-CL BBRK/B | 9 funds | $114.4M |
| Johnson & JohnsonJNJ | 9 funds | $112.4M |
| Visa Inc-Class A SharesV | 9 funds | $99.0M |
| Abbvie IncABBV | 9 funds | $92.1M |
| Costco Wholesale CorpCOST | 9 funds | $85.9M |
Ranked by how many of AGTHX's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in AGTHX.
| Class | 13F holders | Value held |
|---|---|---|
| AGTHXthis pageOPEN END TAXABLE LOAD FUND | 13 funds | $3.9M |
| GFFFXOPEN END TAXABLE LOAD FUND | 7 funds | $18.0M |
| GAFFXOPEN END TAXABLE NO LOAD FUND | 5 funds | $7.1M |
| GFAFXOPEN END TAXABLE LOAD FUND | 2 funds | $188K |
| GFACXMutual Fund | 2 funds | $56K |
| 399874502OPEN END - LOAD FUND 529 | 1 funds | $535K |
| 399874742OPEN END - NO LOAD FUND 529 | 1 funds | $317K |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for AGTHX
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/AGTHX/capital-change-brief"
Use Arkolith's capital_change_brief for AGTHX. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for AGTHX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.