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Portfolio (Quarterly) Guide ↗

KENNICOTT CAPITAL MANAGEMENT LLC

· CIK 0001863265
13F Portfolio $207M AUM Filed Oct 31, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 49 New
Page 3 of 3  ·  49 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IWM ISHARES TR 1,242.0 $301K 0.14% NEW $241.96 +16.8%
42 VOE VANGUARD INDEX FDS 1,439.0 $251K 0.12% NEW $174.58 +10.3%
43 XLC SELECT SECTOR SPDR TR 2,077.0 $246K 0.12% NEW $118.37 -1.9%
44 AVGO BROADCOM INC Technology 730.0 $241K 0.12% NEW $329.91 +25.7%
45 GOOG ALPHABET INC Communication Services 960.0 $234K 0.11% NEW $243.55 +57.5%
46 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 2,601.0 $233K 0.11% NEW $89.77 -32.9%
47 VWO VANGUARD INTL EQUITY INDEX F 4,013.0 $217K 0.10% NEW $54.17 +8.4%
48 IWF ISHARES TR 459.0 $215K 0.10% NEW $468.41 -73.4%
49 NAD NUVEEN QUALITY MUNCP INCOME Financial Services 15,000.0 $175K 0.09% NEW $11.69 -1.5%
Page 3 of 3  ·  49 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
Financial Services 79.1%
Technology 14.8%
Healthcare 2.1%
Communication Services 2.0%
Consumer Cyclical 1.0%
Real Estate 0.9%