Zeit Capital LLC

13F filer · CIK 0001808163

Reported Aug 6, 2026

Net buyer this quarter

13F portfolio value$166MU.S. long equity reported on 13F

Positions320 new · 0 closed

Net flow last quarter+$806KBuys minus sells

Top 10 positions weight21.6%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 6, 202632 positions
BSVNBank7 Corp.	$10.9M	6.56%	1.47%	+3.0%	Q4 2020
VPLInvesco Pennsylvania Value Municipal Income Trust	$9.59M	5.78%	Not reported	-1.6%	Q4 2020
VOTVan Kampen Municipal Opportunity Trust II	$6.98M	4.21%	Not reported	+2.1%	Q4 2020
GLDSPDR Gold Trust	$4.76M	2.87%	0.00%	+1.4%	Q4 2020
MSFTMicrosoft Corp	$1.21M	0.73%	0.00%	-2.0%	Q4 2020
LLYELI LILLY & Co	$960K	0.58%	0.00%	+33.3%	Q1 2026
TSLATesla, Inc.	$451K	0.27%	0.00%	-2.7%	Q1 2025
AAPLApple Inc.	$351K	0.21%	0.00%	+33.3%	Q1 2026
BMYBristol Myers Squibb Co	$331K	0.20%	0.00%	Not reported	Q1 2026
AMATApplied Materials Inc	$289K	0.17%	0.00%	+33.3%	Q1 2026
INTCIntel Corp	$270K	0.16%	0.00%	+33.3%	Q1 2026
AMXAmerica Movil Sab de Cv/	$182K	0.11%	0.00%	+33.3%	Q1 2026
NVDANvidia Corp	$180K	0.11%	0.00%	Not reported	Q1 2025
IBMInternational Business Machines Corp	$169K	0.10%	0.00%	+33.3%	Q1 2026
MMM3m Co	$130K	0.08%	0.00%	+33.3%	Q1 2026
AVGOBroadcom Inc.	$113K	0.07%	0.00%	+5.3%	Q2 2025
PGPROCTER & GAMBLE Co	$88K	0.05%	0.00%	Not reported	Q1 2026
PEPPepsico Inc	$67.7K	0.04%	0.00%	Not reported	Q1 2026
PLTRPalantir Technologies Inc.	$58.3K	0.04%	0.00%	Not reported	Q2 2025
TAt&T Inc.	$38.8K	0.02%	0.00%	Not reported	Q1 2026
COHUCohu Inc	$37K	0.02%	0.00%	Not reported	Q1 2026
CSCOCisco Systems, Inc.	$29.4K	0.02%	0.00%	Not reported	Q1 2026
PIImpinj Inc	$28.6K	0.02%	0.00%	Not reported	Q1 2026
HDHome Depot, Inc.	$26.1K	0.02%	0.00%	Not reported	Q1 2026
AMGNAmgen Inc	$22.5K	0.01%	0.00%	Not reported	Q1 2026
PBIPitney Bowes Inc	$14K	0.01%	0.00%	Not reported	Q1 2026
SOLVSolventum Corp	$11.6K	0.01%	0.00%	Not reported	Q1 2026
FBINFortune Brands Innovations, Inc.	$11K	0.01%	0.00%	Not reported	Q1 2026
ABTAbbott Laboratories	$10.5K	0.01%	0.00%	Not reported	Q1 2026
CICigna Group	$4.96K	0.00%	0.00%	Not reported	Q1 2026
MBCMasterBrand, Inc.	$2.06K	0.00%	0.00%	Not reported	Q1 2026
KDKyndryl Holdings, Inc.	$1.02K	0.00%	0.00%	Not reported	Q1 2026
Q1 2026Reported May 5, 202632 positions
BSVNBank7 Corp.	$10.6M	7.12%	1.43%	+10.5%	Q4 2020
VPLInvesco Pennsylvania Value Municipal Income Trust	$8.24M	5.51%	Not reported	-6.1%	Q4 2020
VOTVan Kampen Municipal Opportunity Trust II	$5.75M	3.85%	Not reported	+1.8%	Q4 2020
GLDSPDR Gold Trust	$5.49M	3.67%	0.00%	-19.1%	Q4 2020
MSFTMicrosoft Corp	$1.23M	0.82%	0.00%	-5.7%	Q4 2020
LLYELI LILLY & Co	$552K	0.37%	0.00%	New	Q1 2026
BMYBristol Myers Squibb Co	$412K	0.28%	0.00%	New	Q1 2026
TSLATesla, Inc.	$410K	0.27%	0.00%	+2.8%	Q1 2025
AAPLApple Inc.	$231K	0.15%	0.00%	New	Q1 2026
NVDANvidia Corp	$157K	0.11%	0.00%	Not reported	Q1 2025
AMXAmerica Movil Sab de Cv/	$134K	0.09%	0.00%	New	Q1 2026
IBMInternational Business Machines Corp	$109K	0.07%	0.00%	New	Q1 2026
AMATApplied Materials Inc	$103K	0.07%	0.00%	New	Q1 2026
AVGOBroadcom Inc.	$87.9K	0.06%	0.00%	-24.1%	Q2 2025
MMM3m Co	$87.1K	0.06%	0.00%	New	Q1 2026
PGPROCTER & GAMBLE Co	$86.7K	0.06%	0.00%	New	Q1 2026
PEPPepsico Inc	$77.6K	0.05%	0.00%	New	Q1 2026
PLTRPalantir Technologies Inc.	$73.1K	0.05%	0.00%	Not reported	Q2 2025
INTCIntel Corp	$64K	0.04%	0.00%	New	Q1 2026
TAt&T Inc.	$54.3K	0.04%	0.00%	New	Q1 2026
HDHome Depot, Inc.	$24.3K	0.02%	0.00%	New	Q1 2026
AMGNAmgen Inc	$21.8K	0.01%	0.00%	New	Q1 2026
PIImpinj Inc	$20.5K	0.01%	0.00%	New	Q1 2026
CSCOCisco Systems, Inc.	$19.4K	0.01%	0.00%	New	Q1 2026
COHUCohu Inc	$15.3K	0.01%	0.00%	New	Q1 2026
ABTAbbott Laboratories	$11.9K	0.01%	0.00%	New	Q1 2026
SOLVSolventum Corp	$9.8K	0.01%	0.00%	New	Q1 2026
PBIPitney Bowes Inc	$8.84K	0.01%	0.00%	New	Q1 2026
FBINFortune Brands Innovations, Inc.	$7.79K	0.01%	0.00%	New	Q1 2026
CICigna Group	$4.8K	0.00%	0.00%	New	Q1 2026
MBCMasterBrand, Inc.	$1.66K	0.00%	0.00%	New	Q1 2026
KDKyndryl Holdings, Inc.	$1.18K	0.00%	0.00%	New	Q1 2026
Q4 2025Reported Jan 26, 20269 positions
BSVNBank7 Corp.	$9.67M	6.53%	1.30%	-0.3%	Q4 2020
VPLInvesco Pennsylvania Value Municipal Income Trust	$8.11M	5.47%	Not reported	-0.8%	Q4 2020
GLDSPDR Gold Trust	$6.25M	4.22%	0.00%	-0.9%	Q4 2020
VOTVan Kampen Municipal Opportunity Trust II	$6.12M	4.13%	Not reported	-0.3%	Q4 2020
MSFTMicrosoft Corp	$1.7M	1.15%	0.00%	Not reported	Q4 2020
TSLATesla, Inc.	$483K	0.33%	0.00%	+10.9%	Q1 2025
NVDANvidia Corp	$168K	0.11%	0.00%	Not reported	Q1 2025
AVGOBroadcom Inc.	$129K	0.09%	0.00%	Not reported	Q2 2025
PLTRPalantir Technologies Inc.	$88.9K	0.06%	0.00%	-23.1%	Q2 2025
Q3 2025Reported Nov 4, 20259 positions
BSVNBank7 Corp.	$9.72M	6.60%	1.30%	-0.2%	Q4 2020
VPLInvesco Pennsylvania Value Municipal Income Trust	$7.95M	5.40%	Not reported	-0.9%	Q4 2020
VOTVan Kampen Municipal Opportunity Trust II	$6.47M	4.39%	Not reported	-0.5%	Q4 2020
GLDSPDR Gold Trust	$5.65M	3.84%	0.00%	-1.3%	Q4 2020
MSFTMicrosoft Corp	$1.82M	1.24%	0.00%	-4.0%	Q4 2020
TSLATesla, Inc.	$430K	0.29%	0.00%	+62.7%	Q1 2025
NVDANvidia Corp	$168K	0.11%	0.00%	Not reported	Q1 2025
AVGOBroadcom Inc.	$123K	0.08%	0.00%	+71.6%	Q2 2025
PLTRPalantir Technologies Inc.	$119K	0.08%	0.00%	+195.5%	Q2 2025

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