| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 3, 2026 | Kaplan Ira C. | Director | Buy (P) | 5.0K | $38K |
| Company | Co-held by | Combined value |
|---|---|---|
| Microsoft Corp - USMSFT | 33 funds | $122.5B |
| Amazon.Com Inc - USAMZN | 32 funds | $89.8B |
| LILLY ELI & CO COMLLY | 31 funds | $35.3B |
| Costco Wholesale Corp - USCOST | 31 funds | $20.4B |
| Bank of America CorpBAC | 31 funds | $16.0B |
| Arista Networks Inc - USANET | 31 funds | $7.6B |
| Alphabet, Inc.GOOGL | 30 funds | $71.2B |
| Palantir Technologies Inc APLTR | 30 funds | $16.6B |
| Unitedhealth Group Inc - USUNH | 30 funds | $14.4B |
| Schwab (Charles) CorpSCHW | 30 funds | $7.7B |
| Nvidia Corp - USNVDA | 29 funds | $190.5B |
| Apple Inc - USAAPL | 29 funds | $165.0B |
Ranked by how many of SRI's institutional holders also hold each name — a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for SRI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.