Institutions / Arbor Capital Management Inc /Adv

Arbor Capital Management Inc /Adv

CIK 1027570 · Institution · as of Mar 31, 2026
Portfolio value
$122.60M
Positions
101
As of
Mar 31, 2026

Portfolio trend

Portfolio value

$122.60M+2.8%
$122.60M$120.91M$119.22MQ4 '25Q1 '26

Positions

101-1.9%
103102101Q4 '25Q1 '26

Top holdings

Mar 31, 2026View all 101 →
CompanyClassValueShares% of portfolio
AbbVie Inc.$5.63M27,0014.6%
Ark ETF Tr$3.65M51,0133.0%
J P Morgan Exchange Traded F$3.62M72,4873.0%
Amazon.com Inc$3.62M15,4052.9%
Fidelity Wise Origin Bitcoin$3.30M52,9222.7%
Alphabet Inc.$2.86M8,9502.3%
Southern Copper CorpSCCOCommon Stock$2.77M14,8052.3%
Abbott Laboratories$2.69M26,5182.2%
Taiwan Semiconductor Manufacturing Co LtdTSMADR$2.66M7,3302.2%
3M Co$2.66M17,7302.2%
Broadcom Inc.$2.61M7,4852.1%
Johnson & Johnson$2.59M10,6912.1%
Qualcomm INC/DE$2.41M18,4292.0%
Microsoft Corp$2.38M6,2011.9%
Apple Inc.$2.23M8,7261.8%
Coca Cola Co$2.14M28,0561.7%
Home Depot, Inc.$2.09M6,2191.7%
Chevron Corp$2.08M10,7631.7%
JPMorgan Chase & Co$2.04M6,6991.7%
Simon Property Group Inc$2.01M10,2761.6%
United Parcel Service Inc$2.00M19,8511.6%
Philip Morris International Inc.$1.90M11,7661.5%
PPL Corp$1.79M46,1041.5%
Welltower, Inc.$1.78M8,7641.5%
Kinder Morgan, Inc.$1.77M54,6921.4%

Activity

InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
DateActionCompanyValueShares ΔPosition afterImpact
Q1 2026
as of
NewAbbVie Inc.
Common stock
$5.63M+27K
27,001
4.59% of portfolio
medium
Q1 2026
as of
NewAbbott Laboratories
Common stock
$2.69M+27K
26,518
2.20% of portfolio
low
Q1 2026
as of
Exit233051705
Common stock
$-1.59M-64K
-100.00%
0
low
Q1 2026
as of
Exit33739P301
Common stock
$-785.8K-16K
-100.00%
0
low
Q1 2026
as of
Add33739P830
Common stock
$597.6K+30K
+75.09%
69,644
1.14% of portfolio
low
Q1 2026
as of
TrimEquinix Inc
Common stock
$-403.6K-397
-22.19%
1,392
1.15% of portfolio
low
Q1 2026
as of
AddQualcomm INC/DE
Common stock
$364.4K+3K
+17.84%
18,429
1.96% of portfolio
low
Q1 2026
as of
Exit055622104
Common stock
$-362.1K-11K
-100.00%
0
low
Q1 2026
as of
AddMicrosoft Corp
Common stock
$348.8K+907
+17.13%
6,201
1.95% of portfolio
low
Q1 2026
as of
TrimChevron Corp
Common stock
$-345.1K-2K
-14.25%
10,763
1.69% of portfolio
low