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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 11 of 16  ·  303 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 DHR DANAHER CORP DEL Healthcare 40.0 $8K 0.00% -25.0 -38.5% $188.88 +15.9%
202 OKLO OKLO INC Utilities 143.0 $7K 0.00% -19.0 -11.7% $52.33 -19.6%
203 ROL ROLLINS INC Consumer Cyclical 178.0 $7K 0.00% -22.0 -11.0% $41.66 -11.4%
204 TJX TJX COS INC NEW Consumer Cyclical 48.0 $7K 0.00% -59.0 -55.1% $151.40 -7.2%
205 FLRN SPDR SERIES TRUST 228.0 $7K 0.00% -334.0 -59.4% $30.85 -0.1%
206 ROAD CONSTRUCTION PARTNERS INC Industrials 55.0 $7K 0.00% -3K -98.4% $118.76 -5.6%
207 SYK STRYKER CORPORATION Healthcare 20.0 $6K 0.00% -2.0 -9.1% $314.85 +4.6%
208 AWK AMERICAN WTR WKS CO INC NEW Utilities 44.0 $6K 0.00% -86.0 -66.2% $132.23 +2.4%
209 ODFL OLD DOMINION FREIGHT LINE IN Industrials 25.0 $5K 0.00% -1.0 -3.9% $212.44 -2.8%
210 AZN ASTRAZENECA PLC Healthcare 27.0 $5K 0.00% -41.0 -60.3% $191.15 -13.2%
211 ITRI ITRON INC Technology 56.0 $5K 0.00% -3K -98.1% $86.54 +15.6%
212 SHEL SHELL PLC Energy 62.0 $5K 0.00% -102.0 -62.2% $77.24 +20.8%
213 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 123.0 $5K 0.00% -331.0 -72.9% $38.75 +59.7%
214 ELEVATION SERIES TRUST 196.0 $5K 0.00% -232.0 -54.2% $24.14
215 TMO THERMO FISHER SCIENTIFIC INC Healthcare 9.0 $5K 0.00% -2.0 -18.2% $503.22 +25.0%
216 SYY SYSCO CORP Consumer Defensive 54.0 $5K 0.00% -5.0 -8.5% $83.57 +0.6%
217 SDVY FIRST TR EXCHANGE TRADED FD 101.0 $4K 0.00% -5K -98.0% $43.34 +1.2%
218 KKR KKR & CO INC 45.0 $4K 0.00% -2.0 -4.3% $91.78
219 UBER UBER TECHNOLOGIES INC Technology 55.0 $4K 0.00% -103.0 -65.2% $72.16 +9.2%
220 MCD MCDONALDS CORP Consumer Cyclical 15.0 $4K 0.00% -41.0 -73.2% $263.07 +3.0%
Page 11 of 16  ·  303 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 33.5%
Financial Services 19.8%
Industrials 19.5%
Utilities 9.4%
Consumer Defensive 4.0%
Healthcare 3.2%
Consumer Cyclical 3.0%
Real Estate 2.8%
Communication Services 2.0%
Energy 1.6%