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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 12 of 12  ·  227 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 AI CALL C3 AI INC Technology 11,000.0 $62K 0.01% -26K -70.3% $5.65 +82.4%
222 CRCL CALL CIRCLE INTERNET GROUP INC Financial Services 11,100.0 $31K 0.01% -13K -53.8% $2.82 +2744.9%
223 PSEC PROSPECT CAP CORP Financial Services 10,043.0 $26K 0.01% -233.0 -2.3% $2.59 -14.7%
224 RNTX REIN THERAPEUTICS INC Healthcare 18,000.0 $21K 0.01% $1.16 -21.1%
225 ETF OPPORTUNITIES TRUST 10,262.0 $10K 0.00% NEW $0.93
226 CALL TIDAL TRUST II 11,200.0 $5K 0.00% NEW $0.48
227 CALL C3 AI INC 40,000.0 $2K NEW $0.04
Page 12 of 12  ·  227 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%