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Portfolio (Quarterly) Guide ↗

Kingdom Financial Group LLC.

· CIK 0001962236
13F Portfolio $349M AUM 865 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 221 New 224 Added 208 Reduced 80 Exited
Page 8 of 12  ·  221 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 CHWY CHEWY INC Consumer Cyclical 68.0 $2K 0.00% NEW $27.00 -22.5%
142 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 6.0 $2K 0.00% NEW $304.00 +5.7%
143 TOST TOAST INC Technology 67.0 $2K 0.00% NEW $26.51 +13.5%
144 FTV FORTIVE CORP Technology 32.0 $2K 0.00% NEW $55.34 +11.6%
145 DAVE INC 10.0 $2K NEW $174.10
146 ROST ROSS STORES INC Consumer Cyclical 8.0 $2K NEW $216.62 +7.8%
147 RL RALPH LAUREN CORP Consumer Cyclical 5.0 $2K NEW $344.00 +10.6%
148 HALO HALOZYME THERAPEUTICS INC Healthcare 26.0 $2K NEW $64.62 +20.4%
149 PODD INSULET CORP Healthcare 8.0 $2K NEW $209.88 -21.8%
150 LVS LAS VEGAS SANDS CORP Consumer Cyclical 31.0 $2K NEW $54.16 -16.3%
151 ELAN ELANCO ANIMAL HEALTH INC Healthcare 70.0 $2K NEW $23.93 +7.9%
152 MMSI MERIT MED SYS INC Healthcare 24.0 $2K NEW $68.92 +7.4%
153 RBC RBC BEARINGS INC Industrials 3.0 $2K NEW $543.00 +5.9%
154 DECK DECKERS OUTDOOR CORP Consumer Cyclical 16.0 $2K NEW $100.06 +6.4%
155 EQT EQT CORP Energy 25.0 $2K NEW $63.64 -22.1%
156 USAU U S GOLD CORP Basic Materials 100.0 $2K NEW $15.19 -6.6%
157 THC TENET HEALTHCARE CORP Healthcare 8.0 $2K NEW $188.75 +3.3%
158 QBTS D-WAVE QUANTUM INC Technology 100.0 $1K NEW $14.43 +15.9%
159 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 20.0 $1K NEW $71.20 -11.4%
160 ISRG INTUITIVE SURGICAL INC Healthcare 3.0 $1K NEW $461.00 -25.1%
Page 8 of 12  ·  221 positions

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 27.6%
Financial Services 19.5%
Industrials 18.4%
Utilities 9.6%
Healthcare 4.8%
Energy 4.7%
Consumer Defensive 4.2%
Real Estate 3.8%
Consumer Cyclical 3.3%
Communication Services 2.7%