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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 3 of 43  ·  855 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 STRL STERLING INFRASTRUCTURE INC Industrials 1,206.0 $1.0M 0.26% -355.0 -22.7% $839.36 -33.9%
42 ELEVATION SERIES TRUST 35,845.0 $989K 0.25% +21K +140.5% $27.59
43 WTRG ESSENTIAL UTILS INC Utilities 24,402.0 $935K 0.24% +1K +5.5% $38.31 +5.3%
44 SCHP SCHWAB STRATEGIC TR 35,038.0 $928K 0.24% -35K -50.0% $26.50 -2.1%
45 DELL DELL TECHNOLOGIES INC Technology 2,149.0 $927K 0.24% +2K +10000.0% $431.46 +8.6%
46 AGG ISHARES TR 9,200.0 $911K 0.23% -929.0 -9.2% $98.98 -1.6%
47 ITW ILLINOIS TOOL WKS INC Industrials 3,351.0 $906K 0.23% -157.0 -4.5% $270.44 +5.3%
48 JUNW AIM ETF PRODUCTS TRUST 25,625.0 $881K 0.23% NEW $34.39 +1.3%
49 XLK SELECT SECTOR SPDR TR 4,498.0 $857K 0.22% +906.0 +25.2% $190.50 -2.6%
50 VEA VANGUARD TAX-MANAGED FDS 12,005.0 $855K 0.22% +650.0 +5.7% $71.25 +1.6%
51 CME CME GROUP INC Financial Services 3,679.0 $812K 0.21% +318.0 +9.5% $220.84 +23.0%
52 R RYDER SYS INC Industrials 3,036.0 $801K 0.20% -1K -27.3% $263.75 -1.7%
53 TUA SIMPLIFY EXCHANGE TRADED FUN 38,296.0 $782K 0.20% $20.42 +0.2%
54 GEV GE VERNOVA INC Utilities 635.0 $746K 0.19% -11.0 -1.7% $1174.30 -14.5%
55 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 745.0 $719K 0.18% -419.0 -36.0% $964.74 -6.3%
56 CINF CINCINNATI FINL CORP Financial Services 3,882.0 $719K 0.18% -277.0 -6.7% $185.13 -7.4%
57 ED CONSOLIDATED EDISON INC Utilities 6,168.0 $682K 0.17% -345.0 -5.3% $110.63 -1.3%
58 MAYT AIM ETF PRODUCTS TRUST 17,467.0 $681K 0.17% NEW $39.00 -5.6%
59 IDA IDACORP INC Utilities 4,501.0 $681K 0.17% -297.0 -6.2% $151.31 -6.1%
60 PLD PROLOGIS INC. Real Estate 4,849.0 $657K 0.17% -484.0 -9.1% $135.46 +3.4%
Page 3 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%