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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 4 of 16  ·  303 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SHV ISHARES TR 2,813.0 $310K 0.08% -567.0 -16.8% $110.33 -0.1%
62 WM WASTE MGMT INC DEL Industrials 1,389.0 $309K 0.08% -674.0 -32.7% $222.81 +1.0%
63 EIX EDISON INTL Utilities 4,133.0 $308K 0.08% -232.0 -5.3% $74.45 -1.4%
64 PAYM ELEVATION SERIES TRUST 11,633.0 $292K 0.07% -1K -8.5% $25.12 +2.6%
65 GILD GILEAD SCIENCES INC Healthcare 2,247.0 $284K 0.07% -134.0 -5.6% $126.33 +16.8%
66 IVV ISHARES TR 352.0 $264K 0.07% -49.0 -12.2% $749.77 +3.1%
67 JNJ JOHNSON & JOHNSON Healthcare 1,027.0 $261K 0.07% -2K -69.4% $253.95 +7.7%
68 CRS CARPENTER TECHNOLOGY CORP Industrials 413.0 $255K 0.07% -901.0 -68.6% $616.24 -17.2%
69 TER TERADYNE INC Technology 513.0 $248K 0.06% -26.0 -4.8% $483.57 -21.5%
70 BAI BLACKROCK ETF TRUST 4,417.0 $233K 0.06% -1K -25.0% $52.72 -16.1%
71 KALU KAISER ALUMINIUM CORPORATION Basic Materials 1,183.0 $231K 0.06% -103.0 -8.0% $195.60 -19.8%
72 XLF SELECT SECTOR SPDR TR 3,963.0 $212K 0.05% -2K -31.1% $53.61 +7.2%
73 UNH UNITEDHEALTH GROUP INC Healthcare 454.0 $189K 0.05% -96.0 -17.4% $415.28 -6.4%
74 SCCO SOUTHERN COPPER CORP Basic Materials 1,069.0 $186K 0.05% -552.0 -34.0% $174.23 +11.7%
75 MAGS LISTED FDS TR 2,816.0 $181K 0.05% -347.0 -11.0% $64.30 +5.2%
76 BP BP PLC Energy 4,797.0 $177K 0.04% -134.0 -2.7% $36.95 +18.4%
77 VTV VANGUARD INDEX FDS 744.0 $162K 0.04% -1K -65.1% $217.88 +4.2%
78 VGLT VANGUARD SCOTTSDALE FDS 2,634.0 $145K 0.04% -213.0 -7.5% $55.18 -3.4%
79 ICVT ISHARES TR 1,191.0 $145K 0.04% -46.0 -3.7% $121.74 -4.9%
80 META META PLATFORMS INC Communication Services 252.0 $142K 0.04% -139.0 -35.5% $563.21 -3.0%
Page 4 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%