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

CIK 1027570 · latest 13F-HR filed 2026-04-30

ARBOR CAPITAL MANAGEMENT INC /ADV manages $122.6M in 13F-reported U.S. long-equity assets across 101 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are ABBV (4.59%), ARKK (2.98%), JFLX (2.95%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 2 new positions, exited 4, added to 19, and trimmed 40.

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.

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AUM

$122.6M

Long-equity book

Holdings

101

Distinct positions

Period

2026-03-31

Filed 2026-04-30

Q/Q Activity

+2 / −4 / ↑19 / ↓40

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • FIRST TR EXCH TRADED FD III$595.2K +74.6%
  • SOUTHERN COPPER CORP$277.3K +11.1%
  • SPDR GOLD TR$245.2K +117.6%
  • PPL CORP$132.8K +8.0%
  • CHEVRON CORPORATION$129.5K +6.7%
Show all 19

Top Trims

  • FIDELITY WISE ORIGIN BITCOIN-$763.6K -18.8%
  • APPLE INC-$368.3K -14.2%
  • FIDELITY ETHEREUM FD-$349.8K -29.0%
  • QUALCOMM INC-$337.5K -12.3%
  • MICROSOFT CORP-$181.0K -7.1%
Show all 40

New Positions

  • ABBVIE INC$5.6M
  • ABBOTT LABORATORIES$2.7M
Show all 2

Exited Positions

  • DBX ETF TR$1.6M
  • FIRST TR EXCH TRADED FD III$785.8K
  • BP PLC$362.1K
  • FIRST TR EXCHANGE TRADED FD$221.1K
Show all 4
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 ABBVIE INC ABBV 00287Y109 $5.6M 4.59% 27,001 SH
2 ARK ETF TR ARKK 00214Q104 $3.6M 2.98% 51,013 SH
3 J P MORGAN EXCHANGE TRADED F JFLX 46654Q559 $3.6M 2.95% 72,487 SH
4 AMAZON COM INC AMZN 023135106 $3.6M 2.95% 15,405 SH
5 FIDELITY WISE ORIGIN BITCOIN FBTC 315948109 $3.3M 2.69% 52,922 SH
6 ALPHABET INC GOOGL 02079K305 $2.9M 2.33% 8,950 SH
7 SOUTHERN COPPER CORP SCCO 84265V105 $2.8M 2.26% 14,805 SH
8 ABBOTT LABORATORIES ABT 002824100 $2.7M 2.20% 26,518 SH
9 TAIWAN SEMICONDUCTOR MANUFAC TSM 874039100 $2.7M 2.17% 7,330 SH
10 3M CO MMM 88579Y101 $2.7M 2.17% 17,730 SH
11 BROADCOM INC AVGO 11135F101 $2.6M 2.13% 7,485 SH
12 JOHNSON & JOHNSON JNJ 478160104 $2.6M 2.11% 10,691 SH
13 QUALCOMM INC QCOM 747525103 $2.4M 1.96% 18,429 SH
14 MICROSOFT CORP MSFT 594918104 $2.4M 1.95% 6,201 SH
15 APPLE INC AAPL 037833100 $2.2M 1.82% 8,726 SH
16 COCA COLA CO KO 191216100 $2.1M 1.74% 28,056 SH
17 HOME DEPOT INC HD 437076102 $2.1M 1.71% 6,219 SH
18 CHEVRON CORPORATION CVX 166764100 $2.1M 1.69% 10,763 SH
19 JPMORGAN CHASE & CO JPM 46625H100 $2.0M 1.66% 6,699 SH
20 SIMON PPTY GROUP INC NEW SPG 828806109 $2.0M 1.64% 10,276 SH
21 UNITED PARCEL SVCS INC UPS 911312106 $2.0M 1.63% 19,851 SH
22 PHILIP MORRIS INTL INC PM 718172109 $1.9M 1.55% 11,766 SH
23 PPL CORP PPL 69351T106 $1.8M 1.46% 46,104 SH
24 WELLTOWER INC WELL 95040Q104 $1.8M 1.45% 8,764 SH
25 KINDER MORGAN INC DEL KMI 49456B101 $1.8M 1.45% 54,692 SH
26 COLUMBIA ETF TR I MUST 19761L607 $1.7M 1.39% 82,823 SH
27 VENTAS INC VTR 92276F100 $1.7M 1.38% 20,357 SH
28 CME GROUP INC CME 12572Q105 $1.7M 1.37% 5,665 SH
29 PROLOGIS INC. PLD 74340W103 $1.7M 1.37% 12,421 SH
30 META PLATFORMS INC META 30303M102 $1.7M 1.36% 2,669 SH
31 CISCO SYS INC CSCO 17275R102 $1.7M 1.36% 20,845 SH
32 NVIDIA CORPORATION NVDA 67066G104 $1.7M 1.35% 8,925 SH
33 US BANCORP USB 902973304 $1.6M 1.31% 29,576 SH
34 PIMCO ETF TR PYLD 72201R585 $1.6M 1.27% 58,838 SH
35 AMERICAN EXPRESS CO AXP 025816109 $1.6M 1.27% 4,901 SH
36 COINBASE GLOBAL INC COIN 19260Q107 $1.4M 1.16% 7,873 SH
37 EQUINIX INC EQIX 29444U700 $1.4M 1.15% 1,392 SH
38 FIRST TR EXCH TRADED FD III FSMB 33739P830 $1.4M 1.14% 69,644 SH
39 DIGITAL RLTY TR INC DLR 253868103 $1.4M 1.10% 7,227 SH
40 MCDONALDS CORP MCD 580135101 $1.3M 1.09% 4,368 SH
41 AMERICAN TOWER CORP AMT 03027X100 $1.3M 1.07% 7,524 SH
42 FIRST TR EXCHANGE-TRADED FD FTCS 33733E104 $1.3M 1.06% 13,812 SH
43 PUBLIC STORAGE OPER CO PSA 74460D109 $1.2M 1.00% 4,279 SH
44 UNITEDHEALTH GROUP INC UNH 91324P102 $1.2M 0.96% 3,973 SH
45 MASTERCARD INCORPORATED MA 57636Q104 $1.2M 0.96% 2,313 SH
46 NIKE INC NKE 654106103 $1.1M 0.93% 23,975 SH
47 T-MOBILE US INC TMUS 872590104 $1.1M 0.89% 5,522 SH
48 COHEN & STEERS ETF TRUST CSRE 19249U104 $1.1M 0.89% 39,308 SH
49 AVALONBAY CMNTYS INC AVB 053484101 $1.1M 0.89% 6,540 SH
50 ISHARES TR IWF 464287614 $1.1M 0.87% 2,335 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-04-30 $122.6M 101 0001027570-26-000003
2025-12-31 2026-01-28 $119.2M 103 0001027570-26-000001