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Portfolio (Quarterly) Guide ↗

David Kennon Inc

· CIK 0001954126
13F Portfolio $303M AUM 45 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 5 New 7 Added 21 Reduced 1 Exited
Page 3 of 3  ·  45 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 XBIL RBB FD INC 5,440.0 $272K 0.09% -2K -25.5% $50.00 +0.1%
42 LLY ELI LILLY & CO Healthcare 224.0 $268K 0.09% $1197.30 -3.1%
43 BIBL NORTHERN LTS FD TR IV 4,324.0 $250K 0.08% -59.0 -1.4% $57.88 -5.7%
44 JPM JPMORGAN CHASE & CO Financial Services 712.0 $233K 0.08% $327.33 +8.4%
45 CEMB ISHARES INC 4,958.0 $226K 0.07% -963.0 -16.3% $45.65 -1.3%
Page 3 of 3  ·  45 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 62.8%
Financial Services 16.8%
Consumer Cyclical 14.6%
Healthcare 5.8%