Portfolio (Quarterly)
Guide ↗
Karl Kapital LLC
· CIK 0002058849| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | WD | WALKER & DUNLOP INC | Financial Services | 116,617 | $7.0M | 6.22% | SOLD |
| 2 | — | TWO HBRS INVT CORP | — | 579,667 | $6.1M | 5.40% | SOLD |
| 3 | INVH | INVITATION HOMES INC | Real Estate | 191,373 | $5.3M | 4.72% | SOLD |
| 4 | WLTH | WEALTHFRONT CORP | Technology | 382,414 | $5.2M | 4.61% | SOLD |
| 5 | AMG | AFFILIATED MANAGERS GROUP IN | Financial Services | 14,898 | $4.3M | 3.81% | SOLD |
| 6 | EFX | EQUIFAX INC | Industrials | 16,042 | $3.5M | 3.09% | SOLD |
| 7 | SF | STIFEL FINL CORP | Financial Services | 26,529 | $3.3M | 2.95% | SOLD |
Sector Allocation
Financial Services
83.2%
Technology
14.1%
Consumer Cyclical
2.7%