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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 32 of 43  ·  855 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 MAS MASCO CORP Industrials 30.0 $2K 0.00% NEW $80.13 -8.4%
622 AEHR AEHR TEST SYS Technology 25.0 $2K 0.00% -25.0 -50.0% $96.08 +28.3%
623 JBHT HUNT J B TRANS SVCS INC Industrials 8.0 $2K 0.00% $298.00 -8.0%
624 IEX IDEX CORP Industrials 10.0 $2K 0.00% $236.60 -1.0%
625 ET ENERGY TRANSFER L P Energy 123.0 $2K 0.00% +2.0 +1.6% $19.17 +11.7%
626 AMKR AMKOR TECHNOLOGY INC Technology 27.0 $2K 0.00% -26.0 -49.1% $86.85 -36.9%
627 BKLN INVESCO EXCH TRADED FD TR II 113.0 $2K 0.00% NEW $20.37 +0.8%
628 GTX GARRETT MOTION INC Consumer Cyclical 63.0 $2K 0.00% $36.22 -22.9%
629 GDRX GOODRX HLDGS INC Healthcare 790.0 $2K 0.00% -55.0 -6.5% $2.88 +26.7%
630 BMY BRISTOL-MYERS SQUIBB CO Healthcare 39.0 $2K 0.00% -23.0 -37.1% $57.59 +14.7%
631 CMCSA COMCAST CORP NEW Communication Services 91.0 $2K 0.00% -22.0 -19.5% $24.66 +6.2%
632 FNX FIRST TR EXCHANGE-TRADED ALP 15.0 $2K 0.00% $148.33 -1.8%
633 NDAQ NASDAQ INC Financial Services 28.0 $2K 0.00% -14.0 -33.3% $79.14 +22.2%
634 PAAS PAN AMERN SILVER CORP Basic Materials 47.0 $2K 0.00% NEW $45.04 +3.5%
635 TOTALENERGIES SE 27.0 $2K 0.00% $77.78
636 STWD STARWOOD PPTY TR INC Real Estate 128.0 $2K 0.00% $16.38 -0.9%
637 AJG GALLAGHER ARTHUR J & CO Financial Services 9.0 $2K 0.00% +4.0 +80.0% $230.33 +7.8%
638 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 60.0 $2K 0.00% $34.00 -1.9%
639 EMLC VANECK ETF TRUST 79.0 $2K 0.00% +1.0 +1.3% $25.61 -0.1%
640 UWMC UWM HOLDINGS CORPORATION Financial Services 867.0 $2K 0.00% $2.29 -37.1%
Page 32 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%