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Portfolio (Quarterly) Guide ↗

KIM, LLC

· CIK 0001888968
13F Portfolio $976M AUM 64 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 17 New 16 Added 15 Reduced 29 Exited
Page 4 of 4  ·  64 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 MQY BLACKROCK MUNIYILD QULT FD I Financial Services 108,577.0 $1.2M 0.12% NEW $10.98 +4.2%
62 NAD NUVEEN QUALITY MUNCP INCOME Financial Services 100,000.0 $1.1M 0.12% $11.50 +4.1%
63 ENVISTA HOLDINGS CORPORATION 658,000.0 $654K 0.07% -5.0M -88.4% $0.99
64 MHD BLACKROCK MUNIHOLDINGS FD IN Financial Services 22,805.0 $257K 0.03% $11.28 +4.0%
Page 4 of 4  ·  64 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 52.1%
Industrials 20.1%
Technology 18.1%
Communication Services 8.4%
Energy 1.3%