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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 14 of 16  ·  303 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 BDX BECTON DICKINSON & CO Healthcare 6.0 $914.0 -2.0 -25.0% $152.33 +18.7%
262 LRNZ ELEVATION SERIES TRUST 14.0 $903.0 -10.0 -41.7% $64.50 -1.6%
263 VLTO VERALTO CORP Industrials 10.0 $897.0 -6.0 -37.5% $89.70 +7.1%
264 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 14.0 $896.0 -6.0 -30.0% $64.00 +13.5%
265 WDAY WORKDAY INC Technology 7.0 $857.0 -12.0 -63.2% $122.43 +55.7%
266 ETN EATON CORP PLC Industrials 2.0 $852.0 -19.0 -90.5% $426.00 +1.3%
267 PINS PINTEREST INC Communication Services 40.0 $841.0 -25.0 -38.5% $21.02 +9.7%
268 PHM PULTE GROUP INC Consumer Cyclical 6.0 $833.0 -13.0 -68.4% $138.83 -9.2%
269 KT KT CORP Communication Services 47.0 $816.0 -566.0 -92.3% $17.36 +8.2%
270 EXPAND ENERGY CORPORATION 9.0 $803.0 -29.0 -76.3% $89.22
271 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 9.0 $785.0 -40.0 -81.6% $87.22 +6.3%
272 CDNS CADENCE DESIGN SYSTEM INC Technology 2.0 $751.0 -1.0 -33.3% $375.50 -15.7%
273 HDMV FIRST TR EXCH TRADED FD III 20.0 $751.0 -41.0 -67.2% $37.55 +3.1%
274 LVS LAS VEGAS SANDS CORP Consumer Cyclical 16.0 $739.0 -15.0 -48.4% $46.19 -1.6%
275 DJT TRUMP MEDIA & TECHNOLOGY GRO Communication Services 90.0 $697.0 -287.0 -76.1% $7.74 +4.1%
276 SPTI SPDR SERIES TRUST 24.0 $689.0 -1.0 -4.0% $28.71 -2.1%
277 GSK GSK PLC Healthcare 13.0 $681.0 -23.0 -63.9% $52.38 -2.4%
278 MWA MUELLER WTR PRODS INC Industrials 25.0 $641.0 -59.0 -70.2% $25.64 -2.8%
279 IBM INTERNATIONAL BUSINESS MACHS Technology 2.0 $632.0 -25.0 -92.6% $316.00 -26.4%
280 SONY SONY GROUP CORP Technology 30.0 $606.0 -6.0 -16.7% $20.20 +16.0%
Page 14 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%