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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 6 of 43  ·  855 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 IVE ISHARES TR 1,660.0 $377K 0.10% -710.0 -30.0% $227.05 +4.3%
102 TSLA TESLA INC Consumer Cyclical 895.0 $376K 0.10% -92.0 -9.3% $420.60 -19.9%
103 J JACOBS SOLUTIONS INC Industrials 2,938.0 $370K 0.10% +783.0 +36.3% $125.99 +13.4%
104 PLTR PALANTIR TECHNOLOGIES INC Technology 3,124.0 $365K 0.09% -775.0 -19.9% $116.69 +47.0%
105 BLACKROCK ETF TRUST 9,520.0 $348K 0.09% -1K -12.5% $36.60
106 BND VANGUARD BD INDEX FDS 4,695.0 $345K 0.09% +4K +489.8% $73.40 -1.6%
107 TLT ISHARES TR 3,976.0 $344K 0.09% +1K +43.8% $86.42 -5.5%
108 EVRG EVERGY INC Utilities 3,923.0 $339K 0.09% -261.0 -6.2% $86.44 -3.5%
109 HDV ISHARES TR 12,241.0 $336K 0.09% +10K +407.9% $27.41 +7.8%
110 ESS ESSEX PPTY TR INC Real Estate 1,141.0 $333K 0.09% $291.72 -2.7%
111 CNP CENTERPOINT ENERGY INC Utilities 7,444.0 $328K 0.08% -470.0 -5.9% $44.04 -8.0%
112 SAH SONIC AUTOMOTIVE INC Consumer Cyclical 3,865.0 $328K 0.08% -398.0 -9.3% $84.80 -8.8%
113 FUTY FIDELITY COVINGTON TRUST 5,607.0 $328K 0.08% +252.0 +4.7% $58.42 -2.8%
114 XLU SELECT SECTOR SPDR TR 7,179.0 $325K 0.08% $45.34 -2.9%
115 AEGON LTD 38,040.0 $321K 0.08% +208.0 +0.6% $8.44
116 VGIT VANGUARD SCOTTSDALE FDS 5,431.0 $320K 0.08% -342.0 -5.9% $58.98 -1.0%
117 AMGN AMGEN INC Healthcare 879.0 $318K 0.08% -60.0 -6.4% $362.09 +17.5%
118 LITE LUMENTUM HLDGS INC Technology 368.0 $316K 0.08% +23.0 +6.7% $858.06 +1.8%
119 INTC INTEL CORP Technology 2,233.0 $312K 0.08% -2K -43.4% $139.62 -30.7%
120 SHV ISHARES TR 2,813.0 $310K 0.08% -567.0 -16.8% $110.33 -0.1%
Page 6 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%