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Portfolio (Quarterly) Guide ↗

Kiker Wealth Management, LLC

· CIK 0002042502
13F Portfolio $209M AUM 132 positions Filed May 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 121 New 10 Added 1 Reduced 1 Exited
Page 5 of 7  ·  121 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 OMC OMNICOM GROUP INC Communication Services 3,390.0 $255K 0.12% NEW $75.31 -2.0%
82 HD HOME DEPOT INC Consumer Cyclical 768.0 $253K 0.12% NEW $328.95 -2.8%
83 MPC MARATHON PETE CORP Energy 1,017.0 $248K 0.12% NEW $244.18 +3.2%
84 BERKSHIRE HATHAWAY INC DEL 508.0 $243K 0.12% NEW $479.20
85 SPXS DIREXION SHARES ETF TRUST 6,000.0 $243K 0.12% NEW $40.49 -35.5%
86 JCI JOHNSON CONTROLS INTERNATION Industrials 1,814.0 $238K 0.11% NEW $130.95 +4.2%
87 TSLA TESLA INC Consumer Cyclical 627.0 $233K 0.11% NEW $371.75 +18.8%
88 ITT ITT INC Industrials 1,207.0 $230K 0.11% NEW $190.53 +1.6%
89 APH AMPHENOL CORP Technology 1,762.0 $223K 0.11% NEW $126.35 +16.5%
90 GD GENERAL DYNAMICS CORP Industrials 634.0 $218K 0.10% NEW $343.22 +1.8%
91 PAGS PAGSEGURO DIGITAL LTD Technology 20,651.0 $207K 0.10% NEW $10.02 -5.8%
92 NVGS NAVIGATOR HLDGS LTD Energy 10,000.0 $193K 0.09% NEW $19.33 +13.6%
93 BIL SPDR SERIES TRUST 1,938.0 $178K 0.09% NEW $91.64 -0.0%
94 SB SAFE BULKERS INC Industrials 20,000.0 $127K 0.06% NEW $6.33 +4.7%
95 GOOG ALPHABET INC Communication Services 435.0 $125K 0.06% NEW $286.86 +34.2%
96 SMH VANECK ETF TRUST 250.0 $96K 0.05% NEW $383.40 +57.4%
97 GOOGL ALPHABET INC Communication Services 265.0 $76K 0.04% NEW $287.59 +35.3%
98 HAFN HAFNIA LTD Industrials 10,000.0 $76K 0.04% NEW $7.60 +1.3%
99 DC DAKOTA GOLD CORP Basic Materials 12,575.0 $64K 0.03% NEW $5.05 +10.6%
100 IJH ISHARES TR 474.0 $32K 0.01% NEW $67.53 +10.5%
Page 5 of 7  ·  121 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
Financial Services 54.9%
Energy 13.0%
Basic Materials 8.0%
Technology 4.8%
Utilities 3.7%
Consumer Cyclical 3.5%
Industrials 3.4%
Communication Services 3.1%
Healthcare 2.8%
Consumer Defensive 2.2%