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Portfolio (Quarterly) Guide ↗

NKCFO LLC

· CIK 0001757282
13F Portfolio $330M AUM 92 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 34 New 26 Added 13 Reduced 48 Exited
Page 3 of 3  ·  48 positions
# Ticker Company Sector Shares Value ↓ % Port Status
41 DLR DIGITAL RLTY TR INC Real Estate 500 $90K 0.03% SOLD
42 ELAN ELANCO ANIMAL HEALTH INC Healthcare 3,740 $89K 0.03% SOLD
43 OII OCEANEERING INTL INC Energy 2,500 $89K 0.03% SOLD
44 LASR NLIGHT INC Technology 1,500 $86K 0.03% SOLD
45 MOD MODINE MFG CO Consumer Cyclical 390 $85K 0.03% SOLD
46 OSS ONE STOP SYS INC Technology 10,000 $76K 0.02% SOLD
47 GM GENERAL MTRS CO Consumer Cyclical 980 $73K 0.02% SOLD
48 TPR TAPESTRY INC Consumer Cyclical 405 $57K 0.02% SOLD
Page 3 of 3  ·  48 positions
Sector Allocation
Basic Materials 28.4%
Technology 24.4%
Financial Services 15.9%
Energy 12.4%
Communication Services 7.6%
Healthcare 4.7%
Consumer Cyclical 2.7%
Real Estate 2.2%
Industrials 1.6%
Utilities 0.3%