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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 6 of 12  ·  227 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 CALL MICROSOFT CORP 9,000.0 $779K 0.19% NEW $86.55
102 AMAT APPLIED MATLS INC Technology 3,030.0 $779K 0.19% -8K -72.0% $257.00 +140.1%
103 BK BANK NEW YORK MELLON CORP Financial Services 6,694.0 $777K 0.19% +1K +27.0% $116.09 +22.2%
104 WFC WELLS FARGO CO NEW Financial Services 10,549.0 $756K 0.19% +502.0 +5.0% $71.70 +14.7%
105 METU DIREXION SHS ETF TR 23,454.0 $753K 0.19% NEW $32.11 -33.0%
106 BITX CALL VOLATILITY SHS TR 111,000.0 $753K 0.19% -5K -4.3% $6.78 +76.3%
107 PNC PNC FINL SVCS GROUP INC Financial Services 3,556.0 $742K 0.18% -230.0 -6.1% $208.73 +11.2%
108 CALL HOME DEPOT INC 13,500.0 $739K 0.18% NEW $54.74
109 COIN CALL COINBASE GLOBAL INC Financial Services 15,200.0 $728K 0.18% NEW $47.91 +240.7%
110 BMY BRISTOL-MYERS SQUIBB CO Healthcare 13,011.0 $703K 0.17% -11K -44.9% $54.06 -0.1%
111 GLD SPDR GOLD TR Financial Services 1,741.0 $690K 0.17% +22.0 +1.3% $396.31 -2.3%
112 RF REGIONS FINANCIAL CORP NEW Financial Services 25,408.0 $689K 0.17% +6K +33.0% $27.10 +5.6%
113 KO COCA COLA CO Consumer Defensive 9,734.0 $680K 0.17% -20K -67.2% $69.91 +13.6%
114 COIN COINBASE GLOBAL INC Financial Services 2,935.0 $664K 0.16% -8K -73.4% $226.14 -27.8%
115 PFF ISHARES TR 21,234.0 $657K 0.16% +1K +7.0% $30.96 +0.9%
116 BITX VOLATILITY SHS TR 23,199.0 $644K 0.16% +3K +12.6% $27.74 -56.9%
117 SNOW CALL SNOWFLAKE INC Technology 15,600.0 $627K 0.15% NEW $40.18 +478.2%
118 VNQ VANGUARD INDEX FDS 6,921.0 $612K 0.15% -93.0 -1.3% $88.48 +8.0%
119 TGT TARGET CORP Consumer Defensive 6,086.0 $612K 0.15% +2K +37.4% $100.49 +30.1%
120 GSK GSK PLC Healthcare 12,573.0 $610K 0.15% -170.0 -1.3% $48.48 +4.5%
Page 6 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%