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Portfolio (Quarterly) Guide ↗

KG&L Capital Management,LLC

· CIK 0001771687
13F Portfolio $403M AUM 227 positions Filed Jan 23, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 37 New 106 Added 71 Reduced 24 Exited
Page 2 of 2  ·  37 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CALL META PLATFORMS INC 5,000.0 $397K 0.10% NEW $79.46
22 UBER CALL UBER TECHNOLOGIES INC Technology 22,900.0 $367K 0.09% NEW $16.04 +346.6%
23 SGOV ISHARES TR 2,770.0 $278K 0.07% NEW $100.38 +0.2%
24 ZS CALL ZSCALER INC Technology 5,700.0 $259K 0.06% NEW $45.39 +174.0%
25 CALL AELUMA INC 30,000.0 $257K 0.06% NEW $8.57
26 SMR NUSCALE PWR CORP Utilities 17,374.0 $246K 0.06% NEW $14.17 -17.1%
27 TKO TKO GROUP HOLDINGS INC Communication Services 1,109.0 $232K 0.06% NEW $209.00 -4.9%
28 CALL COINBASE GLOBAL INC 8,000.0 $230K 0.06% NEW $28.75
29 META CALL META PLATFORMS INC Communication Services 1,400.0 $228K 0.06% NEW $162.86 +254.4%
30 SOUN SOUNDHOUND AI INC Technology 16,176.0 $161K 0.04% NEW $9.97 -28.6%
31 RITHM PPTY TR INC 18,042.0 $152K 0.04% NEW $8.41
32 CALL PROCTER AND GAMBLE CO 26,300.0 $112K 0.03% NEW $4.26
33 VENTURE GLOBAL INC 13,359.0 $91K 0.02% NEW $6.82
34 WEN WENDYS CO Consumer Cyclical 10,020.0 $83K 0.02% NEW $8.33 -16.6%
35 ETF OPPORTUNITIES TRUST 10,262.0 $10K 0.00% NEW $0.93
36 CALL TIDAL TRUST II 11,200.0 $5K 0.00% NEW $0.48
37 CALL C3 AI INC 40,000.0 $2K NEW $0.04
Page 2 of 2  ·  37 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
Technology 29.8%
Financial Services 21.5%
Communication Services 14.2%
Consumer Cyclical 10.3%
Consumer Defensive 8.0%
Industrials 6.0%
Energy 4.6%
Healthcare 4.3%
Real Estate 0.6%
Utilities 0.4%