Institutions / KG&L Capital Management,LLC

KG&L Capital Management,LLC

CIK 1771687 · Institution · as of Jun 30, 2026
Portfolio value
$168.09M
Positions
142
As of
Jun 30, 2026

Portfolio trend

Portfolio value

$168.09M-56.6%
$387.54M$277.81M$168.09MQ4 '25Q2 '26

Positions

142-27.9%
197170142Q4 '25Q2 '26

Top holdings

Jun 30, 2026View all 142 →
CompanyClassValueShares% of portfolio
State Str SPDR Sp 500 ETF T$12.75M17,0757.6%
JPMORGAN CHASE & CO$9.46M28,8855.6%
SPDR Series Trust$6.79M74,1414.0%
Goldman Sachs ETF Tr$5.22M52,1493.1%
Exxon Mobil Corp$4.98M36,4283.0%
Vanguard Index Fds$4.95M57,4702.9%
Alphabet Inc.$4.74M13,2602.8%
Apple Inc.$4.20M14,5112.5%
Fidelity Merrimack Str Tr$4.17M91,7172.5%
iShares Tr$3.04M30,7581.8%
Taiwan Semiconductor Manufacturing Co LtdTSMADR$2.96M6,2031.8%
iShares Tr$2.77M26,6241.6%
Cummins Inc$2.67M3,7451.6%
SPDR Series Trust$2.48M98,9961.5%
Microsoft Corp$2.44M6,5371.5%
iShares MSCI UAE ETF$2.34M21,4731.4%
Walmart Inc.$2.24M19,8201.3%
Invesco Qqq Tr$2.24M3,0351.3%
Johnson & Johnson$2.10M8,2561.2%
Schwab Strategic Tr$2.02M63,8451.2%
O Reilly Automotive Inc$1.85M20,0791.1%
iShares Tr$1.76M22,8621.0%
Janus Detroit Str Tr$1.75M34,7011.0%
Coca Cola Consolidated Inc$1.72M8,9881.0%
Kla Corp$1.69M5,5991.0%

Activity

InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
DateActionCompanyValueShares ΔPosition afterImpact
Q2 2026
as of
TrimAlphabet Inc.$-25.22M-71K
-84.18%
13,260
2.82% of portfolio
medium
Q2 2026
as of
TrimAdvanced Micro Devices Inc$-19.66M-34K
-95.59%
1,561
0.54% of portfolio
medium
Q2 2026
as of
TrimAmazon.com Inc$-16.08M-67K
-92.50%
5,468
0.78% of portfolio
medium
Q2 2026
as of
TrimNVIDIA Corp$-14.04M-70K
-92.22%
5,918
0.70% of portfolio
medium
Q2 2026
as of
TrimPROCTER & GAMBLE Co$-13.82M-94K
-94.13%
5,882
0.51% of portfolio
medium
Q2 2026
as of
TrimMeta Platforms Inc$-12.13M-22K
-92.60%
1,722
0.58% of portfolio
medium
Q2 2026
as of
TrimApple Inc.$-12.07M-42K
-74.19%
14,511
2.50% of portfolio
medium
Q2 2026
as of
TrimMicrosoft Corp$-8.77M-24K
-78.24%
6,537
1.45% of portfolio
medium
Q2 2026
as of
TrimJPMORGAN CHASE & CO$-7.73M-24K
-44.98%
28,885
5.63% of portfolio
medium
Q2 2026
as of
TrimN07059210$-7.41M-4K
-90.68%
383
0.45% of portfolio
medium