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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 5  ·  92 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ERO ERO COPPER CORP Basic Materials 65,000.0 $1.7M 0.53% NEW $26.75 +31.3%
42 DDOG DATADOG INC Technology 6,500.0 $1.7M 0.51% NEW $260.31 -13.7%
43 XBI SPDR SERIES TRUST 8,900.0 $1.4M 0.43% +8K +1301.6% $158.20 +2.9%
44 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 13,800.0 $1.3M 0.40% $96.01 +17.5%
45 BRKR BRUKER CORP Healthcare 17,000.0 $1.0M 0.31% NEW $60.18 -6.9%
46 JNUG DIREXION SHARES ETF TRUST 8,000.0 $966K 0.29% NEW $120.75 +48.9%
47 XPEV XPENG INC Consumer Cyclical 65,000.0 $861K 0.26% +50K +333.3% $13.25 -15.5%
48 COHR COHERENT CORP Technology 2,000.0 $789K 0.24% $394.50 -30.8%
49 COLO GLOBAL X FDS 15,000.0 $625K 0.19% NEW $41.67 +16.9%
50 SBS COMPANHIA DE SANEAMENTO BASI Utilities 97,915.0 $566K 0.17% +78K +400.5% $5.78 -13.9%
51 TLT ISHARES TR 6,000.0 $519K 0.16% $86.50 -5.3%
52 TENB TENABLE HLDGS INC Technology 14,000.0 $516K 0.16% NEW $36.86 -3.2%
53 RKT ROCKET COS INC Financial Services 32,500.0 $512K 0.15% NEW $15.75 -16.8%
54 TXG 10X GENOMICS INC CL A Healthcare 11,000.0 $422K 0.13% NEW $38.36 +59.6%
55 ALNT ALLIENT INC Technology 4,000.0 $412K 0.12% -10K -71.4% $103.00 -15.1%
56 MITK MITEK SYS INC Technology 20,000.0 $403K 0.12% -40K -66.7% $20.15 -12.1%
57 CW CURTISS WRIGHT CORP Industrials 500.0 $379K 0.12% $758.00 -23.7%
58 ENS ENERSYS Industrials 1,500.0 $351K 0.11% -720.0 -32.4% $234.00 -23.3%
59 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 700.0 $334K 0.10% $477.14 -13.4%
60 EQT EQT CORP Energy 6,000.0 $319K 0.10% $53.17 +4.0%
Page 3 of 5  ·  92 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
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%