Kingsman Wealth Management, Inc.
CIK 2066184 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $213.6M
- Posisi
- 76
- Per tanggal
- 30 Juni 2026
#6.246 dari 9.443 berdasarkan nilai 13F · top 66.1%
Nilai portofolio QoQ: +19.9% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 57,15%
- Bobot 25 kepemilikan teratas
- 83,98%
- Posisi di atas 1%
- 25
- Jumlah posisi efektif
- 20,4
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 12,82% Perkiraan pembelian $34.319.312 · penjualan $25.118.791
Kepemilikan median: 5,0 kuartal Dilacak Q1 2025–Q2 2026 · 71,7% masih dipegang
- Posisi baru
- 13
- Meningkat
- 30
- Menurun
- 32
- Tertutup
- 7
Di halaman ini
- Kinerja vs S&P Bagaimana portofolio 13F manajer ini berkinerja terhadap S&P 500.
- Rincian sektor Bagaimana portofolio terbagi di berbagai sektor pasar.
- Portofolio Setiap saham yang dilaporkan dimiliki oleh institusi ini, dari 13F terbarunya.
- Taruhan Bernilai Tinggi Kepemilikan yang paling terkonsentrasi pada manajer ini.
- Taruhan baru terbesar Posisi baru yang dibuka pada kuartal terakhir.
- Pergerakan Teratas Peningkatan dan penurunan posisi terbesar pada kuartal ini.
- Posisi yang keluar Posisi yang sepenuhnya dijual oleh manajer pada kuartal lalu.
Kinerja vs S&P 500
Tahunan: +31.5% · S&P 500: +28.7%
Perkiraan portofolio beli-dan-tahan yang dibangun dari snapshot 13F SEC triwulanan. Mengecualikan kas, posisi jual, opsi/derivatif, dan sekuritas non-13(f) — mencerminkan buku ekuitas long yang diungkapkan saja, bukan total AUM dana. Keterlambatan pengajuan SEC hingga 45 hari; ini bukan waktu yang dapat disalin secara real-time.
Cakupan yang dapat dihargai: 91,1% · Opsi dikecualikan: 0,0%
Rincian sektor
Technology
39,9%
Industrials
19,0%
Retail
12,7%
Communication Services
6,7%
Financial Services
4,4%
Healthcare
2,8%
Financials
2,4%
Materials
0,8%
Utilities
0,7%
Consumer Staples
0,6%
Communications
0,5%
Energy
0,3%
Consumer Discretionary
0,1%
Lainnya/Tidak terpetakan
9,0%
Portofolio lengkap 76 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| NVDA NVIDIA Corporation - Common Stock | $30.936.012 | 14,48% | 154.610 | $3.891.903 | Turun ×3 | ||
| AMZN Amazon.com, Inc. - Common Stock | $15.415.593 | 7,22% | 64.679 | $2.176.702 | Naik ×1 | ||
| GE GE Aerospace Common Stock | $14.296.483 | 6,69% | 38.254 | $2.605.913 | Turun ×1 | ||
| AAPL Apple Inc. - Common Stock | $11.653.811 | 5,46% | 40.274 | $2.657.274 | Naik ×4 | ||
| HWM Howmet Aerospace Inc. Common Stock | $10.423.433 | 4,88% | 38.769 | $1.810.727 | Naik ×3 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $8.568.334 | 4,01% | 15.211 | $-1.514.023 | Turun ×4 | ||
| IYW | $8.403.681 | 3,93% | 33.318 | $2.296.224 | Turun ×2 | ||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $7.854.113 | 3,68% | 7.766 | $1.606.855 | Naik ×1 | ||
| WMT Walmart Inc. - Common Stock | $7.497.574 | 3,51% | 66.198 | $-994.512 | Turun ×1 | ||
| AVGO Broadcom Inc. - Common Stock | $7.021.189 | 3,29% | 18.587 | $2.294.054 | Naik ×1 | ||
| STX Seagate Technology Holdings PLC - Ordinary Shares (Ireland) | $6.573.411 | 3,08% | 6.812 | $5.538.257 | Naik ×1 | ||
| LRCX Lam Research Corporation - Common Stock | $6.168.762 | 2,89% | 14.236 | $4.781.254 | Naik ×1 | ||
| GEV GE Vernova Inc. Common Stock | $5.322.140 | 2,49% | 4.530 | $2.408.697 | Naik ×4 | ||
| PLTR Palantir Technologies Inc. - Class A Common Stock | $5.264.034 | 2,46% | 45.119 | $-2.447.555 | Turun ×2 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $4.951.923 | 2,32% | 10.369 | $3.079.004 | Naik ×4 | ||
| MU Micron Technology, Inc. - Common Stock | $3.668.157 | 1,72% | 3.178 | $3.189.982 | Naik ×1 | ||
| LLY Eli Lilly and Company Common Stock | $3.398.329 | 1,59% | 2.833 | $1.641.548 | Naik ×3 | ||
| COST Costco Wholesale Corporation - Common Stock | $3.144.548 | 1,47% | 3.361 | $-791.505 | Turun ×4 | ||
| PWR Quanta Services, Inc. Common Stock | $2.962.992 | 1,39% | 4.115 | Naik ×1 | |||
| GOOG Alphabet Inc. - Class C Capital Stock | $2.819.377 | 1,32% | 7.979 | $501.214 | Turun ×1 | ||
| C Citigroup, Inc. Common Stock | $2.718.566 | 1,27% | 19.424 | $312.519 | Turun ×2 | ||
| VRT Vertiv Holdings, LLC Class A Common Stock | $2.715.292 | 1,27% | 8.110 | $1.798.602 | Naik ×1 | ||
| CRWD CrowdStrike Holdings, Inc. - Class A Common Stock | $2.703.042 | 1,27% | 3.542 | $2.456.303 | Naik ×2 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $2.635.159 | 1,23% | 7.374 | $-2.273.921 | Turun ×1 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $2.261.483 | 1,06% | 3.893 | $1.776.302 | Naik ×2 | ||
| JNJ Johnson & Johnson Common Stock | $1.865.921 | 0,87% | 7.347 | $-1.666.461 | Turun ×1 | ||
| PVAL | $1.831.772 | 0,86% | 35.952 | $-15.426 | Turun ×1 | ||
| GLW Corning Incorporated Common Stock | $1.708.246 | 0,80% | 6.688 | Naik ×1 | |||
| NUE Nucor Corporation Common Stock | $1.648.428 | 0,77% | 7.400 | $1.245.034 | Naik ×1 | ||
| BRKB | $1.613.257 | 0,76% | 3.224 | $-590.105 | Turun ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $1.546.927 | 0,72% | 4.147 | $42.481 | Naik ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $1.340.516 | 0,63% | 4.095 | $160.037 | Naik ×1 | ||
| DELL Dell Technologies Inc. Class C Common Stock | $1.198.434 | 0,56% | 2.778 | Naik ×1 | |||
| KO Coca-Cola Company (The) Common Stock | $1.187.363 | 0,56% | 14.610 | Naik ×1 | |||
| VTI | $1.157.005 | 0,54% | 3.127 | $156.749 | Naik ×4 | ||
| RY Royal Bank Of Canada Common Stock | $1.106.255 | 0,52% | 5.345 | $302.208 | Naik ×2 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $1.090.026 | 0,51% | 9.280 | Naik ×1 | |||
| BA Boeing Company (The) Common Stock | $1.037.108 | 0,49% | 4.791 | $-1.315.825 | Turun ×1 | ||
| RTX RTX Corporation Common Stock | $989.625 | 0,46% | 5.216 | $-6.868.968 | Turun ×1 | ||
| SO Southern Company (The) Common Stock | $963.041 | 0,45% | 10.062 | $-7.909 | Naik ×1 | ||
| IEFA | $748.254 | 0,35% | 7.748 | $58.070 | Naik ×1 | ||
| MS Morgan Stanley Common Stock | $653.674 | 0,31% | 3.127 | $91.708 | Turun ×2 | ||
| V Visa Inc. | $652.008 | 0,31% | 1.900 | $-6.868 | Turun ×2 | ||
| NEE NextEra Energy, Inc. Common Stock | $614.431 | 0,29% | 7.000 | Naik ×1 | |||
| HD Home Depot, Inc. (The) Common Stock | $604.390 | 0,28% | 1.714 | $24.807 | Turun ×1 | ||
| GD General Dynamics Corporation Common Stock | $586.461 | 0,27% | 1.656 | $-686.534 | Turun ×1 | ||
| ROST Ross Stores, Inc. - Common Stock | $562.965 | 0,26% | 2.645 | $-1.549.286 | Turun ×1 | ||
| SPY SPY | $554.384 | 0,26% | 742 | $67.971 | Turun ×2 | ||
| USMV | $510.734 | 0,24% | 5.295 | $21.250 | Naik ×2 | ||
| SCHD | $502.960 | 0,24% | 15.861 | $16.520 | Naik ×4 | ||
| VTV | $478.590 | 0,22% | 2.196 | $49.845 | Naik ×3 | ||
| ISRG Intuitive Surgical, Inc. - Common Stock | $466.876 | 0,22% | 1.174 | $-677.762 | Turun ×4 | ||
| IJR | $431.019 | 0,20% | 2.906 | $70.843 | Naik ×1 | ||
| QQQ Invesco QQQ Trust, Series 1 | $428.777 | 0,20% | 582 | $92.707 | |||
| PANW Palo Alto Networks, Inc. - Common Stock | $414.680 | 0,19% | 1.216 | $188.789 | Turun ×1 | ||
| ORCL Oracle Corporation Common Stock | $390.403 | 0,18% | 2.664 | $-2.668 | Turun ×3 | ||
| Penerbit tidak dikenal (CUSIP: 84615Q103) | $379.309 | 0,18% | 2.220 | Naik ×1 | |||
| IBM International Business Machines Corporation Common Stock | $356.291 | 0,17% | 1.267 | $-68.143 | Turun ×2 | ||
| ET Energy Transfer LP Common Units | $329.281 | 0,15% | 17.222 | $-39.428 | Turun ×1 | ||
| LHX L3Harris Technologies, Inc. Common Stock | $303.362 | 0,14% | 1.044 | $-91.691 | Turun ×1 | ||
| FBND | $288.421 | 0,14% | 6.340 | $2.471 | Naik ×3 | ||
| CWS | $287.329 | 0,13% | 4.214 | $-304.502 | Turun ×4 | ||
| MGV | $284.455 | 0,13% | 1.740 | $33.318 | Naik ×4 | ||
| LMT Lockheed Martin Corporation Common Stock | $281.393 | 0,13% | 552 | $-50.347 | Naik ×4 | ||
| TSLA Tesla, Inc. - Common Stock | $280.540 | 0,13% | 667 | ||||
| XOM Exxon Mobil Corporation Common Stock | $272.093 | 0,13% | 1.990 | $-121.877 | Turun ×1 | ||
| VEA | $258.648 | 0,12% | 3.630 | Naik ×1 | |||
| VXF | $252.043 | 0,12% | 1.024 | $41.853 | Naik ×3 | ||
| VIG | $242.798 | 0,11% | 1.026 | $22.962 | Naik ×1 | ||
| SPYM | $236.669 | 0,11% | 2.693 | Naik ×1 | |||
| NFLX Netflix, Inc. - Common Stock | $226.338 | 0,11% | 3.170 | $-168.839 | Turun ×2 | ||
| AXP American Express Company Common Stock | $219.550 | 0,10% | 649 | $-44.842 | Turun ×1 | ||
| VV | $216.616 | 0,10% | 630 | ||||
| MRK Merck & Company, Inc. Common Stock (new) | $213.097 | 0,10% | 1.658 | $7.222 | Turun ×1 | ||
| MGK | $210.550 | 0,10% | 2.395 | ||||
| CDNS Cadence Design Systems, Inc. - Common Stock | $206.426 | 0,10% | 550 | Naik ×1 | |||
| Tidak ada hasil | |||||||
Kepemilikan dengan keyakinan
Posisi meningkat selama 3+ kuartal berturut-turut.
Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)
| Sekuritas | Nilai | % dari portofolio | Rentetan |
|---|---|---|---|
| AAPL | $11.653.811 | 5,46% | naik ×4 |
| HWM | $10.423.433 | 4,88% | naik ×3 |
| GEV | $5.322.140 | 2,49% | naik ×4 |
| TSM | $4.951.923 | 2,32% | naik ×4 |
| LLY | $3.398.329 | 1,59% | naik ×3 |
| VTI | $1.157.005 | 0,54% | naik ×4 |
| SCHD | $502.960 | 0,24% | naik ×4 |
| VTV | $478.590 | 0,22% | naik ×3 |
| FBND | $288.421 | 0,14% | naik ×3 |
| MGV | $284.455 | 0,13% | naik ×4 |
| LMT | $281.393 | 0,13% | naik ×4 |
| VXF | $252.043 | 0,12% | naik ×3 |
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
| Sekuritas | Nilai | Saham | % dari portofolio |
|---|---|---|---|
| PWR | $2.962.992 | 4.115 | 1,39% |
| GLW | $1.708.246 | 6.688 | 0,80% |
| DELL | $1.198.434 | 2.778 | 0,56% |
| KO | $1.187.363 | 14.610 | 0,56% |
| CSCO | $1.090.026 | 9.280 | 0,51% |
| NEE | $614.431 | 7.000 | 0,29% |
| Penerbit tidak dikenal (CUSIP: 84615Q103) | $379.309 | 2.220 | 0,18% |
| TSLA | $280.540 | 667 | 0,13% |
| VEA | $258.648 | 3.630 | 0,12% |
| SPYM | $236.669 | 2.693 | 0,11% |
| VV | $216.616 | 630 | 0,10% |
| MGK | $210.550 | 2.395 | 0,10% |
| CDNS | $206.426 | 550 | 0,10% |
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| LRCX | Beli lebih banyak | +8K | +$4.8M |
| NVDA | Dipangkas | -459 | +$3.9M |
| TSM | Beli lebih banyak | +5K | +$3.1M |
| AAPL | Beli lebih banyak | +5K | +$2.7M |
| GE | Dipangkas | -3K | +$2.6M |
| PLTR | Dipangkas | -8K | -$2.4M |
| GEV | Beli lebih banyak | +1K | +$2.4M |
| IYW | Dipangkas | -347 | +$2.3M |
| AVGO | Beli lebih banyak | +3K | +$2.3M |
| GOOGL | Dipangkas | -10K | -$2.3M |
4 posisi disembunyikan (pemeriksaan kelengkapan data)
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.
| Sekuritas | Kuartal | Saham sebelumnya | Nilai sebelumnya | Harga sejak keluar |
|---|---|---|---|---|
| RTX | 30 Juni 2025 | 19.397 | $2.569.309 | 45,6% |
| MA | 31 Maret 2026 | 3.755 | $2.143.875 | 15,1% |
| EQT | 30 Sep. 2025 | 25.648 | $1.495.802 | -1,1% |
| FTNT | 30 Juni 2025 | 15.450 | $1.487.217 | 41,3% |
| ITB | 31 Des. 2025 | 10.463 | $1.122.129 | Tidak lagi dilacak |
| PH | 30 Juni 2026 | 1.220 | $1.092.193 | 3,4% |
| T | 30 Sep. 2025 | 31.089 | $899.718 | -10,2% |
| ANET | 30 Juni 2025 | 11.325 | $877.461 | 84,1% |
| IBIT | 31 Des. 2025 | 13.069 | $849.485 | |
| DHI | 31 Des. 2025 | 4.958 | $840.235 | 3,0% |
| BK | 30 Juni 2025 | 7.200 | $603.864 | Tidak lagi dilacak |
| LRCX | 31 Des. 2025 | 3.600 | $482.040 | 83,5% |
| AEP | 31 Maret 2026 | 4.120 | $475.077 | -5,8% |
| BKR | 30 Juni 2025 | 10.060 | $442.125 | 66,6% |
| ANET | 31 Maret 2026 | 3.053 | $400.035 | 53,4% |
| BLK | 30 Juni 2025 | 388 | $366.930 | 10,3% |
| XLF | 30 Juni 2025 | 6.783 | $337.848 | Tidak lagi dilacak |
| IGV | 31 Maret 2026 | 3.175 | $335.568 | Tidak lagi dilacak |
| AMD | 30 Sep. 2025 | 2.235 | $317.147 | 191,0% |
| MGK | 31 Maret 2026 | 743 | $306.820 | Tidak lagi dilacak |
| CME | 30 Sep. 2025 | 1.080 | $297.654 | 1,1% |
| GD | 30 Juni 2025 | 1.005 | $273.864 | 33,0% |
| NEM | 30 Juni 2026 | 2.513 | $272.066 | 40,1% |
| PG | 30 Sep. 2025 | 1.672 | $266.327 | -6,7% |
| TMUS | 31 Des. 2025 | 1.024 | $245.069 | -9,9% |
| UNM | 30 Sep. 2025 | 3.016 | $243.532 | 13,0% |
| TSLA | 31 Maret 2026 | 519 | $233.405 | -6,2% |
| UBER | 30 Juni 2026 | 3.157 | $227.083 | 8,4% |
| SMH | 30 Sep. 2025 | 808 | $225.222 | 72,1% |
| DIS | 30 Sep. 2025 | 1.815 | $225.073 | -6,4% |
| BSX | 30 Juni 2026 | 3.537 | $221.947 | 15,8% |
| IVV | 31 Des. 2025 | 318 | $212.663 | Tidak lagi dilacak |
| CRM | 31 Des. 2025 | 894 | $211.853 | -22,4% |
| VV | 31 Maret 2026 | 671 | $211.220 | Tidak lagi dilacak |
| SHOP | 31 Maret 2026 | 1.297 | $208.778 | 22,9% |
| BKR | 30 Juni 2026 | 3.346 | $204.302 | 15,1% |
| NOC | 30 Juni 2026 | 296 | $202.202 | 9,8% |
| AMLP | 30 Juni 2025 | 3.852 | $200.069 | Tidak lagi dilacak |
| SAN | 30 Juni 2026 | 12.700 | $143.256 | 6,0% |