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Portfolio (Quarterly) Guide ↗

KG&L Capital Management,LLC

· CIK 0001771687
13F Portfolio $374M AUM Filed Oct 22, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 214 New
Page 4 of 11  ·  214 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SPG SIMON PPTY GROUP INC NEW Real Estate 7,872.0 $1.4M 0.37% NEW $176.58 +19.7%
62 BA CALL BOEING CO Industrials 21,800.0 $1.4M 0.37% NEW $63.38 +251.4%
63 ISRG INTUITIVE SURGICAL INC Healthcare 2,981.0 $1.3M 0.36% NEW $447.23 -9.0%
64 PLTR PALANTIR TECHNOLOGIES INC Technology 7,281.0 $1.3M 0.35% NEW $182.42 -29.6%
65 IJR ISHARES TR 11,140.0 $1.3M 0.35% NEW $118.83 +20.5%
66 OZK BANK OZK LITTLE ROCK ARK Financial Services 25,363.0 $1.3M 0.34% NEW $50.83 -3.1%
67 MSTR CALL STRATEGY INC Technology 34,800.0 $1.3M 0.34% NEW $36.93 +204.7%
68 IEF ISHARES TR 13,176.0 $1.3M 0.34% NEW $96.46 -2.2%
69 KRE SPDR SERIES TRUST 19,756.0 $1.3M 0.34% NEW $63.30 +13.3%
70 HCA HCA HEALTHCARE INC Healthcare 2,811.0 $1.2M 0.32% NEW $426.20 -12.0%
71 IBM INTERNATIONAL BUSINESS MACHS Technology 4,149.0 $1.2M 0.31% NEW $280.57 -11.2%
72 MU MICRON TECHNOLOGY INC Technology 6,850.0 $1.1M 0.31% NEW $167.33 +577.7%
73 BITX VOLATILITY SHS TR 20,608.0 $1.1M 0.30% NEW $55.08 -78.3%
74 JAAA JANUS DETROIT STR TR 22,192.0 $1.1M 0.30% NEW $50.78 -0.3%
75 KEY KEYCORP Financial Services 60,118.0 $1.1M 0.30% NEW $18.69 +20.9%
76 BITX CALL VOLATILITY SHS TR 116,000.0 $1.1M 0.30% NEW $9.65 +23.9%
77 XLG INVESCO EXCHANGE TRADED FD T 19,445.0 $1.1M 0.30% NEW $57.52 +7.4%
78 DIA SPDR DOW JONES INDL AVERAGE Financial Services 2,353.0 $1.1M 0.29% NEW $463.65 +11.2%
79 BMY BRISTOL-MYERS SQUIBB CO Healthcare 23,599.0 $1.1M 0.29% NEW $45.24 +19.4%
80 SMH VANECK ETF TRUST 3,153.0 $1.0M 0.28% NEW $326.37 +102.2%
Page 4 of 11  ·  214 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 30.3%
Financial Services 22.8%
Communication Services 11.5%
Consumer Cyclical 9.9%
Consumer Defensive 8.3%
Industrials 6.5%
Healthcare 5.1%
Energy 4.3%
Real Estate 0.7%
Basic Materials 0.4%