BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
Portfolio (Quarterly) Guide ↗

KENNICOTT CAPITAL MANAGEMENT LLC

· CIK 0001863265
13F Portfolio $206M AUM 47 positions Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 1 New 14 Added 11 Reduced
Page 3 of 3  ·  47 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 GOOG ALPHABET INC 960.0 $301K 0.15% $313.80
42 UBER UBER TECHNOLOGIES INC Technology 3,675.0 $300K 0.15% $81.71 -6.0%
43 IWM ISHARES TR 1,083.0 $267K 0.13% -159.0 -12.8% $246.16 +19.3%
44 AVGO BROADCOM INC Technology 730.0 $253K 0.12% $346.10 +6.1%
45 XLC SELECT SECTOR SPDR TR 2,077.0 $245K 0.12% $117.72 -4.2%
46 VOE VANGUARD INDEX FDS 1,181.0 $209K 0.10% -258.0 -17.9% $177.37 +17.0%
47 NAD NUVEEN QUALITY MUNCP INCOME Financial Services 10,418.0 $125K 0.06% -5K -30.6% $12.02 -4.5%
Page 3 of 3  ·  47 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 82.0%
Technology 12.2%
Communication Services 1.8%
Real Estate 1.7%
Healthcare 1.3%
Consumer Cyclical 0.9%