The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This stock page is the Follow view. The Build view lets your agent query SWPPX owners, fund changes, insider filings, and source links through REST or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/SWPPX"
Use Arkolith to show who owns SWPPX, which funds added or reduced it, and which SEC filings prove each claim.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | STALEY CAPITAL ADVISERS INC | $804K | 48K | —Held | Q1 2026 | |
| 2 | Williams Jones Wealth Management, LLC. | $707K | 42K | ▼−54% Reduced · −49K sh | Q1 2026 | |
| 3 | MOODY LYNN LIEBERSON & WALKER, LLC | $472K | 28K | —Held | Q1 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.
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 3 funds | $640.9M |
| MICROSOFT CORPMSFT | 3 funds | $581.9M |
| NVIDIA CORPNVDA | 3 funds | $453.5M |
| COSTCO WHOLESALE CORPCOST | 3 funds | $427.1M |
| AMAZON.COM INCAMZN | 3 funds | $357.2M |
| JPMORGAN CHASE & COJPM | 3 funds | $352.9M |
| VISA INC-CLASS A SHARESV | 3 funds | $337.9M |
| ALPHABET INC-CL CGOOG | 3 funds | $328.2M |
| BROADCOM INCAVGO | 3 funds | $278.6M |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 3 funds | $268.8M |
| TJX COMPANIES INCTJX | 3 funds | $212.9M |
| JOHNSON & JOHNSONJNJ | 3 funds | $190.8M |
Ranked by how many of SWPPX's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for SWPPX. 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.