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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 13 of 16  ·  303 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 16.0 $2K -3.0 -15.8% $119.88 +30.1%
242 DGRO ISHARES TR 25.0 $2K -1K -97.8% $75.24 +6.8%
243 IQDG WISDOMTREE TR 44.0 $2K -4K -98.8% $42.73 +4.2%
244 LIT GLOBAL X FDS 23.0 $2K -23.0 -50.0% $77.26 -3.4%
245 ORN ORION GROUP HLDGS INC Industrials 103.0 $2K -16.0 -13.4% $16.82 -43.1%
246 AEM AGNICO EAGLE MINES LTD Basic Materials 11.0 $2K -30.0 -73.2% $155.73 +29.4%
247 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 92.0 $2K -28.0 -23.3% $17.35 -13.0%
248 LOW LOWES COS INC Consumer Cyclical 7.0 $2K -4.0 -36.4% $220.43 -0.1%
249 UNM UNUM GROUP Financial Services 17.0 $2K -40.0 -70.2% $89.94 -0.5%
250 EAT BRINKER INTL INC Consumer Cyclical 9.0 $2K -19.0 -67.9% $168.00 +41.4%
251 MCK MCKESSON CORP Healthcare 2.0 $2K -44.0 -95.7% $755.50 +14.0%
252 RACE FERRARI N V Consumer Cyclical 4.0 $1K -3.0 -42.9% $372.25 +12.6%
253 KR KROGER CO Consumer Defensive 26.0 $1K -26.0 -50.0% $56.46 +0.9%
254 CCI CROWN CASTLE INC Real Estate 18.0 $1K -98.0 -84.5% $76.72 -2.8%
255 FTV FORTIVE CORP Technology 22.0 $1K -10.0 -31.2% $61.09 -1.5%
256 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 4.0 $1K -2.0 -33.3% $330.50 +0.8%
257 GEOS GEOSPACE TECHNOLOGIES CORP Energy 176.0 $1K -18.0 -9.3% $6.77 -14.5%
258 PLMR PALOMAR HLDGS INC Financial Services 9.0 $1K -20.0 -69.0% $126.44 +2.0%
259 ECL ECOLAB INC Basic Materials 4.0 $1K -3.0 -42.9% $278.50 +1.6%
260 SPMD SPDR SERIES TRUST 15.0 $1K -63.0 -80.8% $67.53 +0.9%
Page 13 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 33.2%
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%