KF
Kb Financial Partners, LLC Historical SEC 13F Holdings & Archive (Q3 2023)
Kb Financial Partners, LLCCIK: 0001864910
Diversified strategyLong-term holder
Total reported value
$349.6M
Reporting period: 2023-09-30 · Number of holdings: 581
KB FINANCIAL PARTNERS, LLC disclosed 581 holdings in its latest 13F filing for the period ending 2023-09-30, with total reported value of $349.6M and a quarterly turnover rate of 0.0%.
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Personality snowflake
- Concentration
- 26.52
- Portfolio Stability
- 0
- Momentum
- 50
- Sector conviction
- 49.43
- Diversification
- 100
- Sizing Uniformity
- 38.7
Kb Financial Partners, LLC's disclosed holdings carry a Herfindahl concentration index of 0.066 — mathematically equivalent to about 15 equally-sized positions, well below its 581 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 6.13), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 25% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govNo holding changes this quarter
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
Showing top 200 holdings (of 581 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 17.31% | — | -1.26% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 9.41% | — | -0.07% | |
| 3 | MBB | Ishares Mbs ETF | ETF-Other | 9.35% | — | +0.28% | |
| 4 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 8.41% | — | -0.01% | |
| 5 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 7.08% | — | +0.12% | |
| 6 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 5.44% | — | -0.12% | |
| 7 | IAU | Ishares Gold Trust | ETF-Commodities | 4.76% | — | -0.23% | |
| 8 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 1.19% | — | — | |
| 9 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.13% | — | — | |
| 10 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.96% | — | — | |
| 11 | CP | Canadian Pacific Kansas City | Stock-Industrials | 0.96% | — | +0.98% | |
| 12 | V | Visa Inc-class A Shares | Stock-Financials | 0.85% | — | +0.44% | |
| 13 | NBR | Nabors Industries Ltd. | Stock-Other | 0.79% | — | — | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 0.78% | — | -0.32% | |
| 15 | EWJ | Ishares Msci Japan ETF | ETF-Other | 0.70% | — | +0.73% | |
| 16 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.68% | — | -0.05% | |
| 17 | STLA | Stellantis N.V. | Stock-Consumer Disc | 0.67% | — | +0.24% | |
| 18 | CNI | Canadian Natl Railway Co | Stock-Industrials | 0.64% | — | +1.30% | |
| 19 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.53% | — | +6.70% | |
| 20 | IBKR | Interactive Brokers Gro-cl A | Stock-Financials | 0.51% | — | +0.87% | |
| 21 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.48% | — | +0.49% | |
| 22 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.48% | — | +1.06% | |
| 23 | ACGL | Arch Capital Group Ltd. | Stock-Financials | 0.45% | — | +0.35% | |
| 24 | UPWK | Upwork Inc | Stock-Other | 0.43% | — | +0.04% | |
| 25 | MA | Mastercard Inc - A | Stock-Financials | 0.38% | — | -0.74% | |
| 26 | 628 | Semrush Holdings Inc-a | Stock-Other | 0.38% | — | +0.36% | |
| 27 | ✓ | Despegar.com CORP | Stock-Other | 0.37% | — | +0.66% | |
| 28 | ROST | Ross Stores Inc | Stock-Consumer Disc | 0.37% | — | +1.20% | |
| 29 | EME | Emcor Group Inc | Stock-Industrials | 0.36% | — | +0.27% | |
| 30 | MCO | Moody's CORP | Stock-Financials | 0.35% | — | +0.72% | |
| 31 | SPGI | S&p Global Inc | Stock-Financials | 0.34% | — | +1.31% | |
| 32 | UBER | Uber Technologies Inc | Stock-Industrials | 0.32% | — | +1.07% | |
| 33 | SSD | Simpson Manufacturing Co Inc | Stock-Materials | 0.32% | — | -0.09% | |
| 34 | SAVEEUR | Spirit Airlines Inc | Stock-Other | 0.31% | — | +0.73% | |
| 35 | FCN | Fti Consulting Inc | Stock-Industrials | 0.31% | — | +0.98% | |
| 36 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 0.30% | — | +385.98% | |
| 37 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.29% | — | +99.93% | |
| 38 | GFF | Griffon CORP | Stock-Industrials | 0.29% | — | +0.02% | |
| 39 | EXTR | Extreme Networks Inc | Stock-Other | 0.28% | — | +0.05% | |
| 40 | PRI | Primerica Inc | Stock-Financials | 0.28% | — | +0.10% | |
| 41 | AZO | Autozone Inc | Stock-Consumer Disc | 0.28% | — | +0.79% | |
| 42 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.26% | — | — | |
| 43 | LPLA | Lpl Financial Holdings Inc | Stock-Financials | 0.26% | — | +0.16% | |
| 44 | GOLF | Acushnet Holdings CORP | Stock-Other | 0.25% | — | +0.05% | |
| 45 | PGR | Progressive CORP | Stock-Financials | 0.24% | — | +1.48% | |
| 46 | RPG | Invesco S&p 500 Pure Growth | ETF-Large Cap & Growth | 0.24% | — | +400.00% | |
| 47 | CMI | Cummins Inc | Stock-Industrials | 0.23% | — | +1.27% | |
| 48 | GE | General Electric | Stock-Industrials | 0.23% | — | +0.58% | |
| 49 | MANH | Manhattan Associates Inc | Stock-Tech | 0.23% | — | -0.10% | |
| 50 | ULCC | Frontier Group Holdings Inc | Stock-Other | 0.23% | — | +2.45% |
1–50 of 200
Portfolio Performance
Performance for Q3 2026
+2.7%
Performance Last 4 Quarters
+16.7%
- Stdev
- +10.5%
- Beta
- +0.77
- Alpha
- +0.7%
- Max Drawdown
- -5.8%
- Annualized Perf
- +16.6%
- Batting Avg vs S&P
- +50%
- Sortino
- +2.84
- Stutzer
- +0.44
- Treynor
- +0.21
- Sterling
- +1.13
- Calmar
- +2.88
- Information Ratio
- -0.88
- Tracking Error
- +4.5%
- Stdev Down
- +5.7%
- Winning Months %
- +72.2%
- Losing Months %
- +27.8%
- Best 12 Months
- +28.5%
- Worst 12 Months
- +5.7%
- Efficiency Ratio
- +0.59
- Sharpe
- +1.53
- Stdev Sectors
- +8.2%
- Skewness
- -0.41
- Kurtosis
- -0.12
- Upside Potential
- +4.33
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
Holding changes this quarter
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|
Filing History
FAQ
What is Kb Financial Partners, LLC and what type of investor is it?
Kb Financial Partners, LLC is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2023-09-30), the firm manages a tracked equity portfolio valued at approximately $349.6M, spread across 581 disclosed positions.
What are Kb Financial Partners, LLC's largest equity positions?
Based on the latest 13F filing, Kb Financial Partners, LLC's top holdings by market value are:
1. Goldman Activebeta US Lc ETF (GSLC) — $60.5M (17.3%)
2. Ishares Core S&p 500 ETF (IVV) — $32.9M (9.4%)
3. Ishares Mbs ETF (MBB) — $32.7M (9.3%)
4. Wisdomtree U.s. Quality Divi (DGRW) — $29.4M (8.4%)
5. Goldman Sachs Activebeta Int (GSIE) — $24.7M (7.1%)
What changes did Kb Financial Partners, LLC make in its most recent portfolio filing?
No notable portfolio changes were recorded for Kb Financial Partners, LLC in the most recent quarter. Holdings appear to have remained relatively stable.
What sectors does Kb Financial Partners, LLC focus on?
Kb Financial Partners, LLC is concentrated in the following sectors based on its current disclosed equity portfolio:
• Financials: 23.7%
• Industrials: 22.3%
• Consumer Discretionary: 15.6%
• Information Technology: 14.7%
• Health Care: 7.8%
• Communication Services: 6.6%
💡
Data Source Notice: AlphaSMO is the web's most authoritative 13F / Inside Trader database. Institutional holdings and insider trades presented here are precisely computed to deliver accurate portfolio reporting.
Investment Profile
Kb Financial Partners, LLC returned an annualized 16.6% over the trailing 36 months — outperforming the S&P 500 by 0.7 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.77 (less volatile than the market) and a 50% quarterly batting average against the index.
Its portfolio is broadly diversified and long-term-holding.
It has added to its NBR position over the past two quarters (+$1.9M, now $2.8M), while trimming MBB over the same stretch (-$1.9M, still holding $32.7M).
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