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Portfolio (Quarterly) Guide ↗

ARK & TLK INVESTMENTS, LLC

· CIK 0002013188
13F Portfolio $406M AUM 127 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 16 New 32 Added 30 Reduced 2 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AAPL PUT APPLE INC Technology 3,500.0 $1.0M 0.25% NEW $289.36 +8.5%
2 ALAB ASTERA LABS INC Technology 2,000.0 $966K 0.24% NEW $483.02 -38.3%
3 VXF VANGUARD INDEX FDS 2,853.0 $702K 0.17% NEW $246.21 -0.2%
4 MU MICRON TECHNOLOGY INC Technology 606.0 $700K 0.17% NEW $1154.29 -20.5%
5 WMT WALMART INC Consumer Defensive 5,532.0 $627K 0.15% NEW $113.26 -9.4%
6 OKE ONEOK INC NEW Energy 6,394.0 $556K 0.14% NEW $86.94 +9.2%
7 UNP UNION PAC CORP Industrials 2,002.0 $545K 0.13% NEW $272.00 +13.2%
8 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 325.0 $314K 0.08% NEW $965.00 -13.2%
9 QQQM INVESCO EXCH TRADED FD TR II 950.0 $288K 0.07% NEW $302.97 -2.2%
10 INTC INTEL CORP Technology 1,758.0 $246K 0.06% NEW $139.66 -34.6%
11 GLW CORNING INC Technology 900.0 $230K 0.06% NEW $255.43 -40.6%
12 GE GE AEROSPACE Industrials 598.0 $223K 0.06% NEW $373.45 -8.3%
13 AVGO BROADCOM INC Technology 585.0 $221K 0.05% NEW $377.75 -2.2%
14 IVV ISHARES TR 283.0 $212K 0.05% NEW $748.89 +3.4%
15 AVLV AMERICAN CENTY ETF TR 2,243.0 $205K 0.05% NEW $91.21 +3.0%
16 MPLX MPLX LP Energy 3,620.0 $204K 0.05% NEW $56.33 +5.5%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 46.2%
Financial Services 18.0%
Energy 17.5%
Consumer Cyclical 5.8%
Healthcare 3.6%
Industrials 3.3%
Communication Services 2.8%
Consumer Defensive 2.7%