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CIK: 0002026745
Total reported value
$617.9M
$617.9M
34 檔
45.9%
As reported in its official Q1 2026 Form 13F filing, KCM Capital Inc's tracked investment portfolio stood at $617.9M with 34 total positions.
KCM Capital Inc executed strategic sector rebalancing during Q1 2026, establishing 9 new positions while fully exiting 5 holdings and trimming 10 positions.
In terms of portfolio concentration, the top 5 core holdings (including SNDK, SNDK, NVDA) accounted for 45.9% of total reported equity market value during Q1 2026.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SNDK | Sandisk CORP | Stock-Tech | 13.28% | -0.40% | -46.21% | |
| 2 | SNDK | Sandisk Corporation | Stock-Tech | 9.84% | -9.84% | EXIT | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 8.42% | +1.29% | — | |
| 4 | MU | Micron Technology Inc | Stock-Tech | 8.15% | +3.06% | +66.67% | |
| 5 | LLY | Eli Lilly & Co | Stock-Healthcare | 5.92% | +1.84% | — | |
| 6 | GEO | Geo Group Inc/the | Stock-Other | 5.39% | +1.78% | +36.64% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 5.19% | +0.79% | — | |
| 8 | POH3 | Carnival Plc-adr | Stock-Other | 4.58% | +0.51% | -8.33% | |
| 9 | CBLL | Ceribell Inc | Stock-Other | 4.13% | -0.59% | +40.00% | |
| 10 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.59% | +0.06% | -2.50% | |
| 11 | MU | Micron Technology, Inc. | Stock-Tech | 3.06% | -3.06% | EXIT | |
| 12 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.96% | -0.16% | -0.01% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 2.80% | +0.04% | — | |
| 14 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.77% | +1.52% | +20.00% | |
| 15 | ET | Energy Transfer LP | Stock-Energy | 2.61% | -0.01% | +40.00% | |
| 16 | APP | Applovin Corp-class A | Stock-Tech | 2.56% | +0.78% | -20.00% | |
| 17 | DKNG | Draftkings Inc-cl A | Stock-Consumer Disc | 1.74% | +0.30% | -28.57% | |
| 18 | UNP | Union Pacific CORP | Stock-Industrials | 1.71% | +0.22% | — | |
| 19 | CXW | Corecivic Inc | Stock-Other | 1.67% | -1.67% | EXIT | |
| 20 | ABBV | Abbvie Inc | Stock-Healthcare | 1.22% | +0.21% | — | |
| 21 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.12% | -0.14% | — | |
| 22 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 1.11% | -0.01% | -25.00% | |
| 23 | ✓ | Xle 250620c00100000 | Stock-Other | 0.95% | -0.95% | EXIT | |
| 24 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.80% | +0.18% | +95.15% | |
| 25 | DUK | Duke Energy CORP | Stock-Utilities | 0.65% | -0.01% | — | |
| 26 | AEP | American Electric Power | Stock-Utilities | 0.65% | +0.03% | — | |
| 27 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.64% | -0.03% | — | |
| 28 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.64% | +0.05% | — | |
| 29 | ABT | Abbott Laboratories | Stock-Healthcare | 0.63% | -0.07% | -0.00% | |
| 30 | IRTC | Irhythm Holdings Inc | Stock-Healthcare | 0.57% | -0.57% | EXIT | |
| 31 | CARL | Carlsmed Inc | Stock-Other | 0.29% | +0.45% | — | |
| 32 | CTVA | Corteva Inc | Stock-Materials | 0.17% | +0.01% | — | |
| 33 | ✓ | Carnival PLC | Stock-Other | 0.10% | -0.10% | EXIT | |
| 34 | SI | Shoulder Innovations Inc | Stock-Other | 0.08% | +0.90% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SNDK | Sandisk Corporation | +9.3% | -2.94% | Trim |
| 2 | MU | Micron Technology Inc | +3.2% | +66.67% | Add |
| 3 | SNDK | Sandisk CORP | +2.3% | -46.21% | Trim |
| 4 | GEO | Geo Group Inc/the | +0.9% | +36.64% | Add |
| 5 | ET | Energy Transfer LP | +0.7% | +40.00% | Add |
| 6 | ✓ | Xle 250620c00100000 | +0.7% | +83.33% | Add |
| 7 | IWM | Ishares Russell 2000 ETF | +0.3% | +95.15% | Add |
| 8 | CTVA | Corteva Inc | — | — | Unchanged |
| 9 | CBLL | Ceribell Inc | -0.1% | +40.00% | Add |
| 10 | COST | Costco Wholesale CORP | -0.1% | -0.01% | Trim |
| 11 | MCD | Mcdonald's CORP | -0.2% | — | Unchanged |
| 12 | GOOG | Alphabet Inc-cl C | -0.2% | +20.00% | Add |
| 13 | UNP | Union Pacific CORP | -0.2% | — | Unchanged |
| 14 | ABT | Abbott Laboratories | -0.3% | -0.00% | Trim |
| 15 | ABBV | Abbvie Inc | -0.3% | — | Unchanged |
| 16 | XLU | St Sr Utl Sl Se Spdr Etf-usd | -0.5% | -25.00% | Trim |
| 17 | IRTC | Irhythm Holdings Inc | -0.7% | -18.92% | Trim |
| 18 | META | Meta Platforms Inc-class A | -1.5% | -2.50% | Trim |
| 19 | MSFT | Microsoft CORP | -1.6% | — | Unchanged |
| 20 | AMZN | Amazon.com Inc | -1.7% | — | Unchanged |
| 21 | NVDA | Nvidia CORP | -2.3% | — | Unchanged |
| 22 | LLY | Eli Lilly & Co | -2.3% | — | Unchanged |
| 23 | POH3 | Carnival Plc-adr | -2.4% | -8.33% | Trim |
| 24 | DKNG | Draftkings Inc-cl A | -2.9% | -28.57% | Trim |
| 25 | APP | Applovin Corp-class A | -3.9% | -20.00% | Trim |
| 26 | MU | Micron Technology, Inc. | — | NEW | New buy |
| 27 | TSLA | Tesla, Inc. | — | EXIT | Sold out |
| 28 | CXW | Corecivic Inc | — | NEW | New buy |
| 29 | DUK | Duke Energy CORP | — | NEW | New buy |
| 30 | AEP | American Electric Power | — | NEW | New buy |
| 31 | BMY | Bristol-myers Squibb Co | — | NEW | New buy |
| 32 | MRK | Merck & Co. Inc. | — | NEW | New buy |
| 33 | CARL | Carlsmed Inc | — | NEW | New buy |
| 34 | ✓ | Western Digital CORP. | — | EXIT | Sold out |
| 35 | ✓ | Geo Group Inc New | — | EXIT | Sold out |
| 36 | P | Everpure Inc-a | — | EXIT | Sold out |
| 37 | BA | The Boeing Company | — | EXIT | Sold out |
| 38 | ✓ | Carnival PLC | — | NEW | New buy |
| 39 | SI | Shoulder Innovations Inc | — | NEW | New buy |
According to official SEC Form 13F filings, KCM Capital Inc reported a total U.S. public equity portfolio value of $617.9M across 34 disclosed positions in Q1 2026.
During Q1 2026, KCM Capital Inc's top holdings by market value included SNDK (13.3%)、SNDK (9.8%)、NVDA (8.4%). The largest single position, SNDK, represented 13.3% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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Top New Position Initiated
MU
市值: $19.0M
Top Position Liquidated / Trimmed
TSLA
前期市值: $17.1M
In Q1 2026, KCM Capital Inc made 31 total portfolio adjustments, initiating 9 new buys, adding to 7 positions, trimming 10 holdings, and fully liquidating 5 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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