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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 16 of 16  ·  317 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 CPRI CAPRI HOLDINGS LTD COM NPV Consumer Cyclical 17.0 NEW
302 SN SHARKNINJA INC COM USD0.0001 Consumer Cyclical 2.0 NEW
303 NXPI NXP SEMICONDUCTORS NV Technology 1.0 NEW
304 CPA COPA HOLDINGS SA Industrials 3.0 NEW
305 ATLANTA BRAVES HLDGS INC COM SER C 1.0 NEW
306 ENTERGY CORP 3.0 NEW
307 FORTINET INC COM USD0.001 2.0 NEW
308 LIBERTY CAPITAL CORPORATION SERIES C GCI GROUP COMMON STOCK 1.0 NEW
309 LIBERTY LIVE HOLDINGS INC COM SHS SER C 4.0 NEW
310 LIBERTY MEDIA CORPORATION SERIES C LIBERTY FORMULA ONE COMMON STOCK 4.0 NEW
311 LIBERTY MEDIA CORPORATION SERIES A LIBERTY FORMULA ONE COMMON STOCK 2.0 NEW
312 LIONSGATE STUDIOS CORP COM NPV 3.0 NEW
313 MOBILITY GLOBAL INC COM SHS 1.0 NEW
314 OFFICE PPTYS INCOME TR COM OF BENEFICIA 5.0 NEW
315 UNILEVER ADR REP 1 ORD 6.0 NEW
316 LIBERTY GLOBAL LTD. COM USD0.01 A 5.0 NEW
317 LIBERTY GLOBAL LTD. COM USD0.01 CLASS C 5.0 NEW
Page 16 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%