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Portfolio (Quarterly) Guide ↗

KWMG, LLC

· CIK 0001633024
13F Portfolio $1.2B AUM 147 positions Filed Apr 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 4 New 82 Added 43 Reduced 6 Exited
Page 5 of 5  ·  82 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 GRMN GARMIN LTD Technology 1,224.0 $284K 0.02% +12.0 +1.0% $232.04 +2.6%
82 AVGO BROADCOM INC Technology 665.0 $206K 0.02% +10.0 +1.5% $309.51 +36.3%
Page 5 of 5  ·  82 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
Financial Services 19.6%
Technology 18.0%
Energy 13.0%
Industrials 12.2%
Consumer Cyclical 11.2%
Healthcare 7.6%
Consumer Defensive 7.4%
Basic Materials 4.3%
Utilities 4.2%
Communication Services 2.5%