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Portfolio (Quarterly) Guide ↗

Kingdom Financial Group LLC.

· CIK 0001962236
13F Portfolio $391M AUM 865 positions Filed Aug 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 163 New 199 Added 303 Reduced 142 Exited
Page 8 of 9  ·  163 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 RYZ RYERSON HLDG CORP Consumer Defensive $11.0 NEW
142 EPD ENTERPRISE PRODS PARTNERS L Energy $10.0 NEW
143 SAP SAP SE Technology $10.0 NEW
144 SMFG SUMITOMO MITSUI FIN GRP INC Financial Services $10.0 NEW
145 ILTB ISHARES TR $9.0 NEW
146 GIS GENERAL MILLS INC Consumer Defensive $7.0 NEW
147 GILT GILAT SATELLITE NETWORKS LTD Technology $6.0 NEW
148 MRVL MARVELL TECHNOLOGY INC Technology $5.0 NEW
149 XTRE BONDBLOXX ETF TRUST $4.0 NEW
150 MAYZ ELEVATION SERIES TRUST $4.0 NEW
151 LAKE LAKELAND INDS INC Consumer Cyclical $4.0 NEW
152 OIS OIL STS INTL INC Energy $4.0 NEW
153 SGA SAGA COMMUNICATIONS INC Communication Services $4.0 NEW
154 CWH CAMPING WORLD HLDGS INC Consumer Cyclical $3.0 NEW
155 NTLA INTELLIA THERAPEUTICS INC Healthcare $3.0 NEW
156 FDRV FIDELITY COVINGTON TRUST $2.0 NEW
157 PBR PETROLEO BRASILEIRO S A Energy $2.0 NEW
158 REGN REGENERON PHARMACEUTICALS Healthcare $2.0 NEW
159 AMPY AMPLIFY ENERGY CORP NEW Energy $1.0 NEW
160 KHC KRAFT HEINZ CO Consumer Defensive NEW
Page 8 of 9  ·  163 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 33.2%
Financial Services 19.6%
Industrials 19.3%
Utilities 9.3%
Consumer Defensive 4.0%
Real Estate 3.7%
Healthcare 3.2%
Consumer Cyclical 3.0%
Communication Services 2.1%
Energy 1.6%