Among active 13F managers last quarter, 1 opened and none reduced or exited; the largest holder to move was Compass Financial Management LLC (new position). No open-market insider trades in the last 180 days.
Funds lean in and no leg opposes.
3 tracked 13F filers disclose a position in SICP as of the latest SEC 13F filings, a combined $461 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 | RMG Wealth Management LLC | 1K | $453 | —Held | Q2 2026 | |
| 2 | MassMutual Private Wealth & Trust, FSB | 36 | $2 | —Held | Q1 2026 | |
| 3 | Compass Financial Management LLC | 8 | $6 | ▲New +8 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 SICP, while none reduced or exited. 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 |
|---|---|---|
| Nvidia CorpNVDA | 1 funds | $28.0M |
| Apple IncAAPL | 1 funds | $25.9M |
| SS Technology Select SectorXLK | 1 funds | $20.6M |
| Janus Henderson Aaa Clo ETFJAAA | 1 funds | $18.0M |
| Palantir Technologies Inc-APLTR | 1 funds | $12.0M |
| SS SPDR P S&P 500 Growth ETFSPYG | 1 funds | $11.9M |
| Vanguard S&P 500 ETFVOO | 1 funds | $11.9M |
| Amazon.com IncAMZN | 1 funds | $11.6M |
| Microsoft CorpMSFT | 1 funds | $11.6M |
| Vanguard High DVD Yield ETFVYM | 1 funds | $10.2M |
| Vanguard Info Tech ETFVGT | 1 funds | $9.5M |
| Alphabet Inc-CL AGOOGL | 1 funds | $9.4M |
Ranked by how many of SICP's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in SICP.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jul 21, 2022 | Lane Alan J | President and CEO, Director | Sell (S) 2 lots, same day | 16K | $1.5M |
| Apr 22, 2022 | Fraher Kathleen | Chief Operating Officer | Sell (S) | 750 | $101K |
| Apr 21, 2022 | Fraher Kathleen | Chief Operating Officer | Sell (S) | 750 | $98K |
| Feb 22, 2022 | Brassfield Karen F. | Director | Sell (S) | 3K | $340K |
| Feb 4, 2022 | Lempres Michael | Director | Buy (P) | 500 | $56K |
| Nov 19, 2021 | Fraher Kathleen | Chief Operating Officer | Sell (S) | 4K | $782K |
| Nov 8, 2021 | Paik Son-Jai | Chief Human Resource Officer | Sell (S) | 5K | $1.1M |
| Nov 8, 2021 | Frank Dennis S | Director | Sell (S) 5 lots, same day | 25K | $5.5M |
| Nov 5, 2021 | Reynolds Ben | Chief Strategy Officer | Sell (S) | 3K | $660K |
| Nov 3, 2021 | Eisele Derek J. | Executive Vice President | Sell (S) 6 lots, same day | 30K | $6.0M |
| Nov 3, 2021 | Colucci Paul D. | Director | Sell (S) 3 lots, same day | 11K | $2.2M |
| Nov 3, 2021 | Frank Dennis S | Director | Sell (S) 3 lots, same day | 25K | $5.0M |
One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 0 | 0 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
US House STOCK Act trades | 0 | 0 | $0 |
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 about 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.
Connected entities for SICP
This stock 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/SICP/capital-change-brief"
Use Arkolith's capital_change_brief for SICP. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + the live filing stream, joined for SICP. Filings are public domain, sourced to SEC EDGAR.