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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 34 of 43  ·  855 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 92.0 $2K -28.0 -23.3% $17.35 -14.8%
662 VGK VANGUARD INTL EQUITY INDEX F 18.0 $2K $88.56 +3.4%
663 BOX BOX INC Technology 60.0 $2K $26.53 +22.3%
664 XLP SELECT SECTOR SPDR TR 19.0 $2K NEW $83.05 +3.0%
665 MDYV SPDR SERIES TRUST 17.0 $2K NEW $92.24 +3.8%
666 PVH PVH CORPORATION Consumer Cyclical 21.0 $2K $74.24 +6.1%
667 FIS FIDELITY NATL INFORMATION SV Technology 40.0 $2K $38.88 +5.3%
668 LOW LOWES COS INC Consumer Cyclical 7.0 $2K -4.0 -36.4% $220.43 -2.2%
669 USAU U S GOLD CORP Basic Materials 100.0 $2K $15.33 -4.7%
670 UNM UNUM GROUP Financial Services 17.0 $2K -40.0 -70.2% $89.94 -0.2%
671 LQD ISHARES TR 14.0 $2K NEW $109.07 -3.0%
672 HYG ISHARES TR 19.0 $2K NEW $79.95 -0.5%
673 EAT BRINKER INTL INC Consumer Cyclical 9.0 $2K -19.0 -67.9% $168.00 +40.3%
674 MCK MCKESSON CORP Healthcare 2.0 $2K -44.0 -95.7% $755.50 +15.1%
675 SPGM SPDR INDEX SHS FDS 17.0 $1K $88.06 -0.7%
676 RACE FERRARI N V Consumer Cyclical 4.0 $1K -3.0 -42.9% $372.25 +10.8%
677 KR KROGER CO Consumer Defensive 26.0 $1K -26.0 -50.0% $56.46 -0.2%
678 VST VISTRA CORP Utilities 9.0 $1K $160.22 -12.3%
679 CCI CROWN CASTLE INC Real Estate 18.0 $1K -98.0 -84.5% $76.72 -3.5%
680 JCPB J P MORGAN EXCHANGE TRADED F 29.0 $1K NEW $46.93 -1.6%
Page 34 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%