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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 42 of 43  ·  855 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 MDLZ MONDELEZ INTL INC Consumer Defensive $20.0 -100.0%
822 OWL BLUE OWL CAPITAL INC Financial Services 2.0 $19.0 $9.50 +22.0%
823 DINO HF SINCLAIR CORP Energy $19.0 NEW
824 SPBO SPDR SERIES TRUST 1.0 $18.0 NEW $18.00 +57.6%
825 ARCC ARES CAPITAL CORP Financial Services 1.0 $15.0 $15.00 +31.1%
826 FRD FRIEDMAN INDS INC Basic Materials $15.0 NEW
827 ICLN ISHARES TR 1.0 $15.0 $15.00 +18.3%
828 RYZ RYERSON HLDG CORP Consumer Defensive $11.0 NEW
829 SDHC SMITH DOUGLAS HOMES CORP Real Estate 1.0 $11.0 $11.00 +22.4%
830 TAK TAKEDA PHARMACEUTICAL CO LTD Healthcare 1.0 $11.0 $11.00 +64.1%
831 EPD ENTERPRISE PRODS PARTNERS L Energy $10.0 NEW
832 SAP SAP SE Technology $10.0 NEW
833 SMFG SUMITOMO MITSUI FIN GRP INC Financial Services $10.0 NEW
834 ILTB ISHARES TR $9.0 NEW
835 PCN PIMCO CORPORATE & INCM STRG Financial Services 1.0 $9.0 $9.00 +29.9%
836 CIM CHIMERA INVT CORP Real Estate 1.0 $7.0 $7.00 +67.6%
837 GIS GENERAL MILLS INC Consumer Defensive $7.0 NEW
838 GILT GILAT SATELLITE NETWORKS LTD Technology $6.0 NEW
839 MRVL MARVELL TECHNOLOGY INC Technology $5.0 NEW
840 SB SAFE BULKERS INC Industrials 1.0 $5.0 $5.00 +60.6%
Page 42 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%