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Portfolio (Quarterly) Guide ↗

CKW FINANCIAL GROUP

· CIK 0001600403
13F Portfolio $1.0B AUM 318 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 317 New
Page 13 of 16  ·  317 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 RIG TRANSOCEAN LIMITED COM CHF0.10 REGISTERED SHS Energy 126.0 $1K NEW $7.94 -26.1%
242 AFRM AFFIRM HOLDINGS INC CLASS A COMMON STOCK Technology 5.0 NEW
243 AKAM AKAMAI TECHNOLOGIES COM USD0.01 Technology 1.0 NEW
244 AA ALCOA CORP COM Basic Materials 5.0 NEW
245 ADI ANALOG DEVICES INC COM Technology 1.0 NEW
246 AVNS AVANOS MED INC COM Healthcare 12.0 NEW
247 CAR AVIS BUDGET GROUP COM Industrials 2.0 NEW
248 BJ BJS WHSL CLUB HLDGS INC COM Consumer Defensive 2.0 NEW
249 BBWI BATH &BODY WORKS INC COMMON STOCK Consumer Cyclical 18.0 NEW
250 BSX BOSTON SCIENTIFIC CORP Healthcare 9.0 NEW
251 BRKR BRUKER CORP Healthcare 7.0 NEW
252 CF CF INDUSTRIES HOLDINGS INC COM USD0.01 Basic Materials 2.0 NEW
253 CPB THE CAMPBELL'S COMPANY COMMON STOCK Consumer Defensive 4.0 NEW
254 CNQ CANADIAN NATURAL RESOURCES LTD ISIN #CA1363851017 SEDOL #2171573 Energy 6.0 NEW
255 CVNA CARVANA CO CL A Consumer Cyclical 7.0 NEW
256 CELH CELSIUS HLDGS INC COM NEW Consumer Defensive 10.0 NEW
257 COHR COHERENT CORP COM Technology 1.0 NEW
258 CMCSA COMCAST CORP Communication Services 21.0 NEW
259 CPRT COPART INC COM USD0.0001 Industrials 8.0 NEW
260 CROX CROCS INC Consumer Cyclical 4.0 NEW
Page 13 of 16  ·  317 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
Consumer Cyclical 45.2%
Technology 28.1%
Industrials 11.3%
Financial Services 8.9%
Consumer Defensive 2.0%
Communication Services 1.5%
Healthcare 1.5%
Basic Materials 0.5%
Energy 0.5%
Utilities 0.4%