Portfolio (Quarterly)
Guide ↗
KRM WEALTH MANAGEMENT L.L.C.
· CIK 0002126518| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | ORN | ORION GROUP HLDGS INC | Industrials | 22,502.0 | $245K | 0.13% | NEW | — | $10.90 | +31.9% |
| 2 | VTV | VANGUARD INDEX FDS | — | 1,107.0 | $217K | 0.11% | NEW | — | $196.20 | +8.1% |
| 3 | XOM | EXXON MOBIL CORP | Energy | 1,234.0 | $209K | 0.11% | NEW | — | $169.69 | -8.7% |
| 4 | IVV | ISHARES TR | — | 319.0 | $208K | 0.11% | NEW | — | $652.54 | +15.6% |
① 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
Industrials
53.3%
Technology
32.9%
Healthcare
7.4%
Energy
6.4%