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Portfolio (Quarterly) Guide ↗

NKCFO LLC

· CIK 0001757282
13F Portfolio $337M AUM 106 positions Filed May 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 106 New 25 Exited
Page 5 of 6  ·  106 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 TIC ACUREN CORP Industrials 21,000.0 $138K 0.04% NEW $6.57 +22.8%
82 NXT NEXTPOWER INC Technology 1,130.0 $136K 0.04% NEW $120.35 +7.2%
83 ULTA ULTA BEAUTY INC Consumer Cyclical 260.0 $136K 0.04% NEW $523.08 -11.1%
84 VTI VANGUARD INDEX FDS 400.0 $128K 0.04% NEW $320.00 +15.3%
85 ETHE GRAYSCALE ETHEREUM STAKING E Financial Services 7,000.0 $119K 0.04% NEW $17.00 -17.6%
86 ALSN ALLISON TRANSMISSION HLDGS I Consumer Cyclical 1,000.0 $117K 0.04% NEW $117.00 +3.5%
87 ATEN A10 NETWORKS INC Technology 5,000.0 $116K 0.03% NEW $23.20 +45.6%
88 AKAM AKAMAI TECHNOLOGIES INC Technology 1,000.0 $115K 0.03% NEW $115.00 +5.0%
89 REGN REGENERON PHARMACEUTICALS Healthcare 142.0 $110K 0.03% NEW $774.65 -20.9%
90 TXT TEXTRON INC Industrials 1,145.0 $100K 0.03% NEW $87.34 -0.5%
91 AMKR AMKOR TECHNOLOGY INC Technology 2,000.0 $90K 0.03% NEW $45.00 +107.9%
92 DLR DIGITAL RLTY TR INC Real Estate 500.0 $90K 0.03% NEW $180.00 +8.6%
93 ELAN ELANCO ANIMAL HEALTH INC Healthcare 3,740.0 $89K 0.03% NEW $23.80 +0.4%
94 OII OCEANEERING INTL INC Energy 2,500.0 $89K 0.03% NEW $35.60 +1.7%
95 LASR NLIGHT INC Technology 1,500.0 $86K 0.03% NEW $57.33 +13.7%
96 MOD MODINE MFG CO Consumer Cyclical 390.0 $85K 0.03% NEW $217.95 +35.6%
97 XBI SPDR SERIES TRUST 635.0 $81K 0.02% NEW $127.56 +14.3%
98 BLBD BLUE BIRD CORP Consumer Cyclical 1,355.0 $77K 0.02% NEW $56.83 +33.6%
99 IRMD IRADIMED CORP Healthcare 790.0 $76K 0.02% NEW $96.20 -4.7%
100 OSS ONE STOP SYS INC Technology 10,000.0 $76K 0.02% NEW $7.60 +139.3%
Page 5 of 6  ·  106 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 36.2%
Financial Services 18.7%
Technology 15.8%
Energy 12.8%
Healthcare 7.7%
Communication Services 5.1%
Consumer Cyclical 2.6%
Industrials 0.8%
Utilities 0.3%
Real Estate 0.1%