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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 24 of 43  ·  855 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 APH AMPHENOL CORP Technology 59.0 $10K 0.00% -104.0 -63.8% $177.29 -12.0%
462 BK BANK OF NY MELLON CORP Financial Services 72.0 $10K 0.00% NEW $143.81 -1.3%
463 CARY ANGEL OAK FUNDS TRUST 495.0 $10K 0.00% $20.78 -0.2%
464 NNN NNN REIT INC Real Estate 221.0 $10K 0.00% +3.0 +1.4% $46.51 -0.6%
465 ENVX ENOVIX CORPORATION Industrials 1,680.0 $10K 0.00% -1K -38.4% $6.07 -44.0%
466 TTD THE TRADE DESK INC Technology 560.0 $10K 0.00% $18.08 -25.1%
467 VTR VENTAS INC Real Estate 112.0 $10K 0.00% NEW $88.80 +3.4%
468 URTH ISHARES INC 49.0 $10K 0.00% NEW $202.63 +3.3%
469 IEF ISHARES TR 104.0 $10K 0.00% NEW $94.57 -1.3%
470 WINN HARBOR ETF TRUST 302.0 $10K 0.00% -12K -97.5% $32.47 +3.4%
471 INNOVATOR ETFS TRUST 356.0 $10K 0.00% NEW $27.40
472 DHI D R HORTON INC Consumer Cyclical 59.0 $10K 0.00% $162.88 -6.8%
473 VOE VANGUARD INDEX FDS 48.0 $10K 0.00% +31.0 +182.3% $198.52 +5.3%
474 SCHF SCHWAB STRATEGIC TR 339.0 $9K 0.00% -3K -89.8% $27.74 +1.7%
475 HPE HEWLETT PACKARD ENTERPRISE C Technology 207.0 $9K 0.00% $45.11 +17.8%
476 RAMP LIVERAMP HLDGS INC Technology 247.0 $9K 0.00% $37.64 +0.2%
477 SKYY FIRST TR EXCHANGE-TRADED FD 69.0 $9K 0.00% $133.77 +20.5%
478 ADSK AUTODESK INC Technology 47.0 $9K 0.00% -29.0 -38.2% $194.43 +29.2%
479 CHD CHURCH & DWIGHT CO INC Consumer Defensive 94.0 $9K 0.00% NEW $96.78 +2.3%
480 SNDK SANDISK CORP Technology 4.0 $9K 0.00% -250.0 -98.4% $2273.75 -31.0%
Page 24 of 43  ·  855 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%