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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 36 of 43  ·  855 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 3.0 $903.0 NEW $301.00 -24.0%
702 LRNZ ELEVATION SERIES TRUST 14.0 $903.0 -10.0 -41.7% $64.50 -1.5%
703 VLTO VERALTO CORP Industrials 10.0 $897.0 -6.0 -37.5% $89.70 +7.1%
704 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 14.0 $896.0 -6.0 -30.0% $64.00 +13.5%
705 WDAY WORKDAY INC Technology 7.0 $857.0 -12.0 -63.2% $122.43 +55.7%
706 ETN EATON CORP PLC Industrials 2.0 $852.0 -19.0 -90.5% $426.00 +1.3%
707 PINS PINTEREST INC Communication Services 40.0 $841.0 -25.0 -38.5% $21.02 +9.7%
708 PHM PULTE GROUP INC Consumer Cyclical 6.0 $833.0 -13.0 -68.4% $138.83 -9.2%
709 QTWO Q2 HLDGS INC Technology 17.0 $818.0 $48.12 +30.6%
710 RC READY CAPITAL CORP Real Estate 468.0 $818.0 $1.75 -3.3%
711 ABR ARBOR REALTY TRUST INC Real Estate 151.0 $817.0 +5.0 +3.4% $5.41 -9.4%
712 WIX WIX COM LTD Technology 18.0 $817.0 $45.39 +70.0%
713 KT KT CORP Communication Services 47.0 $816.0 -566.0 -92.3% $17.36 +8.2%
714 EXPAND ENERGY CORPORATION 9.0 $803.0 -29.0 -76.3% $89.22
715 KDP KEURIG DR PEPPER INC Consumer Defensive 24.0 $786.0 $32.75 -6.0%
716 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 9.0 $785.0 -40.0 -81.6% $87.22 +6.3%
717 FEDEX FGHT HLDG CO INC 5.0 $755.0 NEW $151.00
718 PAYC PAYCOM SOFTWARE INC Technology 6.0 $754.0 $125.67 +71.7%
719 CDNS CADENCE DESIGN SYSTEM INC Technology 2.0 $751.0 -1.0 -33.3% $375.50 -15.7%
720 HDMV FIRST TR EXCH TRADED FD III 20.0 $751.0 -41.0 -67.2% $37.55 +3.1%
Page 36 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%