ARBOR CAPITAL MANAGEMENT INC /ADV — 13F Holdings & Portfolio

CIK 1027570 · latest 13F-HR filed 2026-08-06

ARBOR CAPITAL MANAGEMENT INC /ADV manages $101.5M in 13F-reported U.S. long-equity assets across 87 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are AMZN (3.46%), ARKK (3.31%), JFLX (3.21%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 2 new positions, exited 16, added to 10, and trimmed 55.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
510 L STREET
SUITE 550
ANCHORAGE, AK 99501
Phone
(907) 264-6689
Filing Manager
ARBOR CAPITAL MANAGEMENT INC /ADV
ANCHORAGE, AK
Signatory
Matthew Kolesky
Chief Compliance Officer
Loading holdings…
AUM

$101.5M

Long-equity book

Holdings

87

Distinct positions

Period

2026-06-30

Filed 2026-08-06

Q/Q Activity

+2 / −16 / ↑10 / ↓55

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • CISCO SYS INC$431.2K +25.9%
  • QUALCOMM INC$254.8K +10.6%
  • APPLE INC$241.4K +10.8%
  • UNITEDHEALTH GROUP INC$207.8K +17.6%
  • PHILIP MORRIS INTL INC$127.0K +6.7%
Show all 10 →

Top Trims

  • FIDELITY WISE ORIGIN BITCOIN-$975.0K -29.5%
  • SOUTHERN COPPER CORP-$465.5K -16.8%
  • COINBASE GLOBAL INC-$426.3K -30.0%
  • CME GROUP INC-$402.7K -24.0%
  • J P MORGAN EXCHANGE TRADED F-$359.0K -9.9%
Show all 55 →

New Positions

  • GMO ETF TRUST$230.5K
  • THE CIGNA GROUP$208.7K
Show all 2 →

Exited Positions

  • ABBVIE INC$5.6M
  • ABBOTT LABORATORIES$2.7M
  • SPDR GOLD TR$453.7K
  • FIRST TR EXCHNG TRADED FD VI$322.1K
  • FIRST TR EXCHNG TRADED FD VI$237.9K
Show all 16 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 AMAZON COM INC AMZN 023135106 $3.5M 3.46% 15,266 SH
2 ARK ETF TR ARKK 00214Q104 $3.4M 3.31% 44,841 SH
3 J P MORGAN EXCHANGE TRADED F JFLX 46654Q559 $3.3M 3.21% 65,024 SH
4 ALPHABET INC GOOGL 02079K305 $2.8M 2.72% 8,056 SH
5 TAIWAN SEMICONDUCTOR MANUFAC TSM 874039100 $2.7M 2.66% 6,578 SH
6 3M CO MMM 88579Y101 $2.7M 2.64% 15,621 SH
7 JOHNSON & JOHNSON JNJ 478160104 $2.7M 2.63% 10,212 SH
8 QUALCOMM INC QCOM 747525103 $2.7M 2.62% 16,035 SH
9 BROADCOM INC AVGO 11135F101 $2.5M 2.45% 6,649 SH
10 APPLE INC AAPL 037833100 $2.5M 2.44% 7,776 SH
11 FIDELITY WISE ORIGIN BITCOIN FBTC 315948109 $2.3M 2.29% 43,715 SH
12 SOUTHERN COPPER CORP SCCO 84265V105 $2.3M 2.27% 13,149 SH
13 COCA COLA CO KO 191216100 $2.2M 2.18% 25,636 SH
14 MICROSOFT CORP MSFT 594918104 $2.2M 2.14% 5,658 SH
15 SIMON PPTY GROUP INC NEW SPG 828806109 $2.1M 2.08% 9,140 SH
16 CISCO SYS INC CSCO 17275R102 $2.1M 2.07% 18,324 SH
17 PHILIP MORRIS INTL INC PM 718172109 $2.0M 1.99% 10,541 SH
18 JPMORGAN CHASE & CO JPM 46625H100 $2.0M 1.99% 5,978 SH
19 HOME DEPOT INC HD 437076102 $1.9M 1.88% 5,536 SH
20 UNITED PARCEL SVCS INC UPS 911312106 $1.9M 1.85% 17,799 SH
21 CHEVRON CORPORATION CVX 166764100 $1.8M 1.80% 9,906 SH
22 WELLTOWER INC WELL 95040Q104 $1.8M 1.73% 7,501 SH
23 COLUMBIA ETF TR I MUST 19761L607 $1.7M 1.65% 81,654 SH
24 US BANCORP USB 902973304 $1.6M 1.60% 26,278 SH
25 VENTAS INC VTR 92276F100 $1.6M 1.59% 17,264 SH
26 KINDER MORGAN INC DEL KMI 49456B101 $1.6M 1.55% 49,213 SH
27 NVIDIA CORPORATION NVDA 67066G104 $1.5M 1.52% 7,927 SH
28 AMERICAN EXPRESS CO AXP 025816109 $1.5M 1.50% 4,558 SH
29 PPL CORP PPL 69351T106 $1.5M 1.47% 41,583 SH
30 PROLOGIS INC. PLD 74340W103 $1.5M 1.45% 10,482 SH
31 FIRST TR EXCH TRADED FD III FSMB 33739P830 $1.4M 1.37% 69,922 SH
32 UNITEDHEALTH GROUP INC UNH 91324P102 $1.4M 1.37% 3,319 SH
33 META PLATFORMS INC META 30303M102 $1.4M 1.34% 2,366 SH
34 PIMCO ETF TR PYLD 72201R585 $1.3M 1.27% 49,386 SH
35 CME GROUP INC CME 12572Q105 $1.3M 1.26% 5,146 SH
36 EQUINIX INC EQIX 29444U700 $1.2M 1.19% 1,183 SH
37 PUBLIC STORAGE PSA 74460D109 $1.2M 1.15% 3,594 SH
38 FIRST TR EXCHANGE-TRADED FD FTCS 33733E104 $1.2M 1.13% 11,594 SH
39 MASTERCARD INCORPORATED MA 57636Q104 $1.1M 1.13% 2,113 SH
40 DIGITAL RLTY TR INC DLR 253868103 $1.1M 1.09% 6,039 SH
41 AMERICAN TOWER CORP AMT 03027X100 $1.1M 1.06% 6,270 SH
42 MCDONALDS CORP MCD 580135101 $1.1M 1.04% 3,900 SH
43 AVALONBAY CMNTYS INC AVB 053484101 $1.0M 1.03% 5,460 SH
44 COHEN & STEERS ETF TRUST CSRE 19249U104 $995.9K 0.98% 33,695 SH
45 COINBASE GLOBAL INC COIN 19260Q107 $992.8K 0.98% 6,474 SH
46 THERMO FISHER SCIENTIFIC INC TMO 883556102 $960.9K 0.95% 1,763 SH
47 NIKE INC NKE 654106103 $894.9K 0.88% 21,116 SH
48 T-MOBILE US INC TMUS 872590104 $891.1K 0.88% 5,064 SH
49 ISHARES TR IWF 464287614 $884.9K 0.87% 7,642 SH
50 INVITATION HOMES INC INVH 46187W107 $847.7K 0.83% 28,106 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-06 $101.5M 87 0001027570-26-000004
2026-03-31 2026-04-30 $122.6M 101 0001027570-26-000003
2025-12-31 2026-01-28 $119.2M 103 0001027570-26-000001