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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 35 of 43  ·  855 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 FTV FORTIVE CORP Technology 22.0 $1K -10.0 -31.2% $61.09 -2.7%
682 TDG TRANSDIGM GROUP INC Industrials 1.0 $1K NEW $1332.00 -7.4%
683 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 4.0 $1K -2.0 -33.3% $330.50 -0.8%
684 SOUN SOUNDHOUND AI INC Technology 200.0 $1K $6.46 +8.2%
685 BLOCK INC 17.0 $1K $76.00
686 SATS ECHOSTAR CORP Technology 12.0 $1K NEW $101.50 -9.5%
687 GEOS GEOSPACE TECHNOLOGIES CORP Energy 176.0 $1K -18.0 -9.3% $6.77 -12.1%
688 WTS WATTS WATER TECHNOLOGIES INC Industrials 3.0 $1K NEW $396.00 -5.1%
689 SPTS SPDR SERIES TRUST 41.0 $1K $28.85 +0.4%
690 VMC VULCAN MATLS CO Basic Materials 4.0 $1K NEW $295.00 -7.9%
691 PLMR PALOMAR HLDGS INC Financial Services 9.0 $1K -20.0 -69.0% $126.44 +2.6%
692 WBD WARNER BROS DISCOVERY INC Communication Services 42.0 $1K $26.67 +6.8%
693 ECL ECOLAB INC Basic Materials 4.0 $1K -3.0 -42.9% $278.50 +0.5%
694 VWOB VANGUARD WHITEHALL FDS 16.0 $1K NEW $67.25 -2.1%
695 GXO GXO LOGISTICS INCORPORATED Industrials 20.0 $1K $50.70 -8.0%
696 SPMD SPDR SERIES TRUST 15.0 $1K -63.0 -80.8% $67.53 +0.2%
697 BAX BAXTER INTL INC Healthcare 46.0 $981.0 $21.33 +21.6%
698 VOT VANGUARD INDEX FDS 3.0 $920.0 NEW $306.67 -0.1%
699 BDX BECTON DICKINSON & CO Healthcare 6.0 $914.0 -2.0 -25.0% $152.33 +18.7%
700 MILLROSE PPTYS INC 30.0 $913.0 +15.0 +100.0% $30.43
Page 35 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%