Arkos Global Advisors

CIK

1769089

Location

HOUSTON, TX

Portfolio Value

Small $159,308,378

Diversification

Moderately concentrated

Filing Date

Global Rank

#4,710 / 8,592 ▲ 314

Top Industry

Asset Management 14.2%

3Y Alpha vs SPY

+1.0%

Period ended 3 months ago

Filed May 13, 2026 · 37d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+81.3%

SPY

+76.8%

Annualised alpha

+1.0%

Max drawdown

−13.5%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

105 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

30.3%

−4.3 pts

Top 5

72.9%

−4.3 pts

Top 10

80.6%

−3.1 pts

HHI

1,589

Moderately concentrated−267

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	72.4%	$115,307,145	7
Financial Services	7.6%	$12,070,868	25
Technology	6.8%	$10,832,745	14
Consumer Defensive	2.8%	$4,518,297	11
Energy	2.8%	$4,460,122	13
Communication Services	2.5%	$3,985,528	4
Consumer Cyclical	2.4%	$3,807,886	9
Utilities	1.3%	$2,041,340	5
Healthcare	0.8%	$1,274,140	11
Real Estate	0.3%	$462,204	4
Basic Materials	0.2%	$394,237	1
Industrials	0.1%	$153,866	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

22 positions

Ticker	Company	Δ Shares	Shares	Value
FBTC	Fidelity Wise Origin Bitcoin Fund	+35,756	134,855	$7,960,490
IAU	Ishares Gold Trust	+8,964	324,168	$28,578,650
COIN	Coinbase Global, Inc.	+6,831	9,149	$1,597,506
AMZN	Amazon Com Inc	+2,299	9,103	$1,895,881
NVDA	Nvidia Corp	+2,286	7,421	$1,294,222
MSFT	Microsoft Corp	+1,751	4,961	$1,836,413
GOOGL	Alphabet Inc.	+1,093	11,124	$3,198,817
SBUX	Starbucks Corp	+1,034	4,254	$381,115
AAPL	Apple Inc.	+864	15,617	$3,963,438
SO	Southern Co	+800	7,520	$725,830
CVX	Chevron Corp	+717	4,975	$1,029,327
V	Visa Inc.	+636	1,280	$386,867
EPD	Enterprise Products Partners L.P.	+452	11,402	$431,451
AVGO	Broadcom Inc.	+390	4,178	$1,293,132
WMT	Walmart Inc.	+363	14,292	$1,776,209
COST	Costco Wholesale Corp /New	+195	1,080	$1,076,144
BRK-B	Berkshire Hathaway Inc	+187	1,646	$788,763
QQQ	Invesco Qqq Trust, Series 1	+132	2,247	$1,296,923
HD	Home Depot, Inc.	+113	1,208	$397,299
AXP	American Express Co	+30	1,006	$304,294
LLY	ELI LILLY & Co	+19	497	$457,125
TSLA	Tesla, Inc.	+15	1,722	$640,153
No positions match the current search.

Trimmed

Positions the filer reduced

18 positions

Ticker	Company	Δ Shares	Shares	Value
NMZ	Nuveen Municipal High Income Opportunity Fund	−13,200	3,090	$32,074
XOM	Exxon Mobil Corp	−6,429	1,896	$321,675
NVG	Nuveen AMT-Free Municipal Credit Income Fund	−4,880	14,698	$181,226
NAD	Nuveen Quality Municipal Income Fund	−3,500	19,668	$226,182
NZF	Nuveen Municipal Credit Income Fund	−3,368	18,890	$230,080
SLV	iShares Silver Trust	−2,306	15,893	$1,082,949
GLD	Spdr Gold Trust	−1,515	63,607	$27,369,456
PG	PROCTER & GAMBLE Co	−1,037	1,834	$264,902
DUK	Duke Energy CORP	−976	4,272	$559,375
SPY	Spdr S&P 500 ETF Trust	−773	74,260	$48,294,248
JPM	Jpmorgan Chase & Co	−699	2,608	$767,169
PLTR	Palantir Technologies Inc.	−252	1,602	$234,340
VZ	Verizon Communications Inc	−247	7,070	$354,914
PEP	Pepsico Inc	−67	2,411	$374,404
NKE	NIKE, Inc.	−50	4,164	$219,942
META	Meta Platforms, Inc.	−39	568	$324,969
AMAT	Applied Materials Inc /De	−24	1,313	$448,770
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−17	654	$221,019
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
PSLV	Sprott Physical Silver Trust	140,600	$3,429,234
FCX	Freeport-Mcmoran Inc	6,707	$394,237
ORCL	Oracle Corp	1,667	$245,232
UBER	Uber Technologies, Inc	3,103	$223,198
LRCX	Lam Research Corp	960	$205,113
NOW	ServiceNow, Inc.	1,816	$189,862
NEE	Nextera Energy Inc	1,966	$182,602
SHOP	Shopify Inc.	1,533	$181,844
CSCO	Cisco Systems, Inc.	2,307	$179,000
MRK	Merck & Co., Inc.	1,463	$175,984
AFL	Aflac Inc	1,595	$174,987
YUM	Yum Brands Inc	1,098	$170,717
UPS	United Parcel Service Inc	1,564	$153,866
ZTS	Zoetis Inc.	1,179	$139,369
MTDR	Matador Resources Co	2,100	$132,678
BAC	Bank Of America Corp /De/	2,520	$122,850
MO	Altria Group, Inc.	1,723	$113,700
BMY	Bristol Myers Squibb Co	1,857	$112,627
CSGP	Costar Group, Inc.	2,660	$107,304
T	At&T Inc.	3,685	$106,828
BUD	Anheuser-Busch InBev SA/NV	1,252	$86,851
APA	APA Corp	1,990	$84,455
MDLZ	Mondelez International, Inc.	1,448	$83,462
BSM	Black Stone Minerals, L.P.	5,250	$79,380
SOFI	SoFi Technologies, Inc.	4,800	$76,224
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
LEO	Bny Mellon Strategic Municipals, Inc.	45,627	$290,187
CRM	Salesforce, Inc.	945	$250,339
MDB	MongoDB, Inc.	553	$232,088
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

105 positions · $159,308,378 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 105 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	Reduced	74,260	-773	$48,294,248	−5.6%	30.31%
IAU	Ishares Gold Trust	Added	324,168	+8,964	$28,578,650	+11.7%	17.94%
GLD	Spdr Gold Trust	Reduced	63,607	-1,515	$27,369,456	+6.0%	17.18%
FBTC	Fidelity Wise Origin Bitcoin Fund	Added	134,855	+35,756	$7,960,490	+5.4%	5.00%
AAPL	Apple Inc. Technology	Added	15,617	+864	$3,963,438	−1.2%	2.49%
PSLV	Sprott Physical Silver Trust Financial Services	NEW	140,600	NEW	$3,429,234	NEW	2.15%
GOOGL	Alphabet Inc. Communication Services	Added	11,124	+1,093	$3,198,817	+1.9%	2.01%
AMZN	Amazon Com Inc Consumer Cyclical	Added	9,103	+2,299	$1,895,881	+20.7%	1.19%
MSFT	Microsoft Corp Technology	Added	4,961	+1,751	$1,836,413	+18.3%	1.15%
PHYS	Sprott Physical Gold Trust Financial Services	Held	51,283	0	$1,817,469	+7.3%	1.14%
WMT	Walmart Inc. Consumer Defensive	Added	14,292	+363	$1,776,209	+14.5%	1.11%
COIN	Coinbase Global, Inc. Financial Services	Added	9,149	+6,831	$1,597,506	+204.8%	1.00%
QQQ	Invesco Qqq Trust, Series 1	Added	2,247	+132	$1,296,923	−0.2%	0.81%
NVDA	Nvidia Corp Technology	Added	7,421	+2,286	$1,294,222	+35.1%	0.81%
AVGO	Broadcom Inc. Technology	Added	4,178	+390	$1,293,132	−1.4%	0.81%
SLV	iShares Silver Trust	Reduced	15,893	-2,306	$1,082,949	−7.6%	0.68%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	1,080	+195	$1,076,144	+41.0%	0.68%
CVX	Chevron Corp Energy	Added	4,975	+717	$1,029,327	+58.6%	0.65%
SHEL	Shell plc Energy	Held	9,525	0	$885,825	+26.6%	0.56%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	1,646	+187	$788,763	+7.6%	0.50%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	2,608	-699	$767,169	−28.0%	0.48%
SO	Southern Co Utilities	Added	7,520	+800	$725,830	+23.9%	0.46%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Held	1,564	0	$724,429	−3.6%	0.45%
CM	Canadian Imperial Bank Of Commerce /Can/ Financial Services	Held	7,044	0	$667,419	+4.6%	0.42%
TSLA	Tesla, Inc. Consumer Cyclical	Added	1,722	+15	$640,153	−16.6%	0.40%
WMB	Williams Companies, Inc. Energy	Held	8,685	0	$632,094	+21.1%	0.40%
DUK	Duke Energy CORP Utilities	Reduced	4,272	-976	$559,375	−9.1%	0.35%
D	Dominion Energy, Inc Utilities	Held	8,458	0	$522,873	+5.5%	0.33%
KO	Coca Cola Co Consumer Defensive	Held	6,117	0	$465,197	+8.8%	0.29%
LLY	ELI LILLY & Co Healthcare	Added	497	+19	$457,125	−11.0%	0.29%
AMAT	Applied Materials Inc /De Technology	Reduced	1,313	-24	$448,770	+30.6%	0.28%
EPD	Enterprise Products Partners L.P. Energy	Added	11,402	+452	$431,451	+22.9%	0.27%
HD	Home Depot, Inc. Consumer Cyclical	Added	1,208	+113	$397,299	+5.4%	0.25%
FCX	Freeport-Mcmoran Inc Basic Materials	NEW	6,707	NEW	$394,237	NEW	0.25%
V	Visa Inc. Financial Services	Added	1,280	+636	$386,867	+71.3%	0.24%
SBUX	Starbucks Corp Consumer Cyclical	Added	4,254	+1,034	$381,115	+40.6%	0.24%
PEP	Pepsico Inc Consumer Defensive	Reduced	2,411	-67	$374,404	+5.3%	0.24%
TRGP	Targa Resources Corp. Energy	Held	1,469	0	$368,322	+35.9%	0.23%
VZ	Verizon Communications Inc Communication Services	Reduced	7,070	-247	$354,914	+19.1%	0.22%
BMO	Bank Of Montreal /Can/ Financial Services	Held	2,557	0	$346,064	+4.3%	0.22%
SLB	Slb Limited/Nv Energy	Held	6,382	0	$327,970	+33.9%	0.21%
META	Meta Platforms, Inc. Communication Services	Reduced	568	-39	$324,969	−18.9%	0.20%
XOM	Exxon Mobil Corp Energy	Reduced	1,896	-6,429	$321,675	−67.9%	0.20%
INTC	Intel Corp Technology	Held	7,187	0	$317,162	+19.6%	0.20%
AXP	American Express Co Financial Services	Added	1,006	+30	$304,294	−15.7%	0.19%
RY	Royal Bank Of Canada Financial Services	Held	1,780	0	$287,968	−5.1%	0.18%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	1,834	-1,037	$264,902	−35.6%	0.17%
HR	Healthcare Realty Trust Inc Real Estate	Held	14,952	0	$254,034	+0.2%	0.16%
BSX	Boston Scientific Corp Healthcare	Held	3,962	0	$248,615	−34.2%	0.16%
ORCL	Oracle Corp Technology	NEW	1,667	NEW	$245,232	NEW	0.15%