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CIK: 0002030974
Total reported value
$375.8M
$375.8M
299 檔
18.0%
In Q3 2024, Kings Path Partners LLC's U.S. equity holdings reached a combined market value of $375.8M, distributed across 299 disclosed stock positions.
In Q3 2024, Kings Path Partners LLC displayed an active expansion posture, initiating 29 new positions and adding to 62 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 299 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 8.61% | +0.18% | +6.89% | |
| 2 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 6.03% | -0.30% | +5.23% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 5.25% | -0.05% | +10.69% | |
| 4 | VGIT | Vanguard Intermediate-term T | ETF-Other | 4.28% | -0.36% | +9.53% | |
| 5 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 4.19% | -0.26% | +10.26% | |
| 6 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 4.00% | -0.97% | +15.08% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 3.71% | -0.21% | +7.34% | |
| 8 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 3.70% | -0.19% | +7.71% | |
| 9 | DFIV | Dimensional International Va | ETF-Other | 2.33% | -0.34% | +5.89% | |
| 10 | DFAT | Dimensional US Target Value | ETF-Other | 2.18% | +0.26% | +4.83% | |
| 11 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 2.07% | -0.14% | +23.49% | |
| 12 | BND | Vanguard Total Bond Market | ETF-Other | 2.00% | -0.11% | +25.19% | |
| 13 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 1.74% | +0.22% | +6.80% | |
| 14 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 1.41% | -0.14% | +4.94% | |
| 15 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 1.39% | -0.41% | +7.47% | |
| 16 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.38% | +0.24% | +3.03% | |
| 17 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 1.14% | +0.29% | +3891.78% | |
| 18 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.07% | -0.21% | -3.91% | |
| 19 | DUSB | Dimension Ultrashort Fi ETF | ETF-Other | 1.01% | +0.28% | +1812.80% | |
| 20 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.87% | -0.19% | — | |
| 21 | MUB | Ishares National Muni Bond E | ETF-Other | 0.87% | +1.02% | +2.43% | |
| 22 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 0.86% | -0.13% | -1.86% | |
| 23 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.81% | — | NEW | |
| 24 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.73% | -0.38% | -0.73% | |
| 25 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.73% | — | NEW | |
| 26 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.72% | +1.05% | +2.70% | |
| 27 | LMAT | Lemaitre Vascular Inc | Stock-Other | 0.70% | -0.05% | -12.55% | |
| 28 | COR | Cencora Inc | Stock-Healthcare | 0.69% | — | — | |
| 29 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 0.69% | -0.14% | +8.70% | |
| 30 | ROST | Ross Stores Inc | Stock-Consumer Disc | 0.68% | — | — | |
| 31 | MUNI | Pimco Intermediate Municipal | ETF-Other | 0.67% | -0.08% | +1.95% | |
| 32 | TRGP | Targa Resources CORP | Stock-Energy | 0.65% | +0.27% | -27.34% | |
| 33 | SYY | Sysco CORP | Stock-Consumer Staples | 0.61% | — | — | |
| 34 | MCHP | Microchip Technology Inc | Stock-Tech | 0.61% | — | — | |
| 35 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.61% | — | — | |
| 36 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.60% | -0.20% | +11.28% | |
| 37 | UFPT | Ufp Technologies Inc | Stock-Other | 0.60% | -0.01% | -34.19% | |
| 38 | AMGN | Amgen Inc | Stock-Healthcare | 0.59% | — | NEW | |
| 39 | GWW | Ww Grainger Inc | Stock-Industrials | 0.58% | — | — | |
| 40 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.58% | -0.02% | — | |
| 41 | CVX | Chevron CORP | Stock-Energy | 0.56% | -0.02% | -1.12% | |
| 42 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.55% | — | — | |
| 43 | ✓ | Stock-Other | 0.53% | -0.13% | EXIT | ||
| 44 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.53% | — | — | |
| 45 | IRMD | Iradimed CORP | Stock-Other | 0.52% | -0.06% | +2.34% | |
| 46 | GLD | Spdr Gold Shares | ETF-Commodities | 0.51% | +0.09% | +25.00% | |
| 47 | SUB | Ishares Short-term National | ETF-Other | 0.51% | +1.15% | +3.91% | |
| 48 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.50% | — | NEW | |
| 49 | STT | State Street CORP | Stock-Financials | 0.50% | — | — | |
| 50 | ANIP | Ani Pharmaceuticals Inc | Stock-Other | 0.49% | -0.03% | +18.90% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VUSB | Vanguard Ultra Short Bond Et | +1.1% | +3891.78% | Add |
| 2 | DUSB | Dimension Ultrashort Fi ETF | +1% | +1812.80% | Add |
| 3 | EE | Excelerate Energy Inc-a | +0.3% | NEW | New buy |
| 4 | BAX | Baxter International Inc | +0.3% | NEW | New buy |
| 5 | BND | Vanguard Total Bond Market | +0.3% | +25.19% | Add |
| 6 | VEA | Vanguard Ftse Developed ETF | +0.3% | +10.69% | Add |
| 7 | DFCF | Dimensional Core Fixed Inc | +0.3% | +15.08% | Add |
| 8 | BNDX | Vanguard Total Intl Bond ETF | +0.3% | +23.49% | Add |
| 9 | JPM | Jpmorgan Chase & Co | +0.2% | +672.99% | Add |
| 10 | KRT | Karat Packaging Inc | +0.2% | NEW | New buy |
| 11 | ARHS | Arhaus Inc | +0.2% | NEW | New buy |
| 12 | VWO | Vanguard Ftse Emerging Marke | +0.2% | +7.34% | Add |
| 13 | KDP | Keurig Dr Pepper Inc | +0.2% | +52.11% | Add |
| 14 | IAU | Ishares Gold Trust | +0.2% | NEW | New buy |
| 15 | NVEC | Nve CORP | +0.1% | +76.39% | Add |
| 16 | STZ | Constellation Brands Inc-a | +0.1% | +52.84% | Add |
| 17 | PNTG | Pennant Group Inc/the | +0.1% | NEW | New buy |
| 18 | GSIE | Goldman Sachs Activebeta Int | +0.1% | +7.71% | Add |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +1912.00% | Add |
| 20 | QNST | Quinstreet Inc | +0.1% | NEW | New buy |
| 21 | GLD | Spdr Gold Shares | +0.1% | +25.00% | Add |
| 22 | NVDA | Nvidia CORP | +0.1% | NEW | New buy |
| 23 | MLAB | Mesa Laboratories Inc | +0.1% | — | Unchanged |
| 24 | XLE | Ss Energy Select Sector | +0.1% | NEW | New buy |
| 25 | LGND | Ligand Pharmaceuticals | +0.1% | +20.06% | Add |
| 26 | LOW | Lowe's Cos Inc | +0.1% | — | Unchanged |
| 27 | COCO | Vita Coco Co Inc/the | +0.1% | +72.67% | Add |
| 28 | ENB | Enbridge Inc | +0.1% | NEW | New buy |
| 29 | XOP | Ss Spdr S&p Og Exp & Prod | +0.1% | NEW | New buy |
| 30 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +6.89% | Add |
| 31 | VTIP | Vanguard Short-term Tips | +0.1% | +24.40% | Add |
| 32 | BOOT | Boot Barn Holdings Inc | +0.1% | +2.69% | Add |
| 33 | VUSE | Vident US Eqty Strat ETF | +0.1% | NEW | New buy |
| 34 | VGIT | Vanguard Intermediate-term T | +0.1% | +9.53% | Add |
| 35 | VIG | Vanguard Dividend Apprec ETF | +0.1% | +50.92% | Add |
| 36 | IPAC | Ishares Core Msci Pacific Et | +0.1% | NEW | New buy |
| 37 | GRBK | Green Brick Partners Inc | 0% | — | Unchanged |
| 38 | VTV | Vanguard Value ETF | 0% | NEW | New buy |
| 39 | MTUM | Ishares Msci USA Momentum Fa | 0% | NEW | New buy |
| 40 | AVDV | Avantis Intl S/c Value ETF | 0% | +4.94% | Add |
| 41 | VGLT | Vanguard Long-term Treasury | 0% | +8.70% | Add |
| 42 | STT | State Street CORP | 0% | — | Unchanged |
| 43 | PM | Philip Morris International | 0% | — | Unchanged |
| 44 | IEF | Ishares 7-10 Year Treasury B | 0% | NEW | New buy |
| 45 | VIDI | Vident Intl Eqty Strat ETF | 0% | NEW | New buy |
| 46 | VBND | Vident US Bond Strat ETF | 0% | NEW | New buy |
| 47 | UNH | Unitedhealth Group Inc | 0% | — | Unchanged |
| 48 | IRMD | Iradimed CORP | 0% | +2.34% | Add |
| 49 | USB | US Bancorp | 0% | — | Unchanged |
| 50 | BFST | Business First Bancshares | 0% | — | Unchanged |
According to official SEC Form 13F filings, Kings Path Partners LLC reported a total U.S. public equity portfolio value of $375.8M across 299 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VTI, GSLC, VEA) accounted for 18.0% of total reported equity market value during Q3 2024.
Top New Position Initiated
EE
市值: $715.0K
Top Position Liquidated / Trimmed
QQQM
前期市值: $2.7M
During Q3 2024, Kings Path Partners LLC's top holdings by market value included VTI (8.6%)、GSLC (6.0%)、VEA (5.3%). The largest single position, VTI, represented 8.6% of total portfolio value.
In Q3 2024, Kings Path Partners LLC made 132 total portfolio adjustments, initiating 29 new buys, adding to 62 positions, trimming 31 holdings, and fully liquidating 10 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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