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CIK: 0002030974
Total reported value
$375.8M
$375.8M
288 檔
17.6%
According to the latest 13F quarterly dataset, Kings Path Partners LLC managed an equity portfolio of $375.8M at the end of Q4 2024, spanning 288 distinct U.S. exchange-listed positions.
In Q4 2024, Kings Path Partners LLC adopted a defensive or profit-taking posture, trimming 53 positions and completely liquidating 21 holdings to manage risk exposure.
Showing top 200 holdings (of 288 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 8.52% | +0.18% | -5.02% | |
| 2 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 6.00% | -0.30% | -4.16% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 5.05% | -0.05% | +4.35% | |
| 4 | VGIT | Vanguard Intermediate-term T | ETF-Other | 4.36% | -0.36% | +4.30% | |
| 5 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 4.29% | -0.26% | +1.85% | |
| 6 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 4.15% | -0.97% | +6.71% | |
| 7 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 3.71% | -0.19% | +6.95% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 3.55% | -0.21% | +2.06% | |
| 9 | DFIV | Dimensional International Va | ETF-Other | 2.48% | -0.34% | +12.53% | |
| 10 | DFAT | Dimensional US Target Value | ETF-Other | 2.43% | +0.26% | +9.72% | |
| 11 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 2.34% | +0.22% | +30.30% | |
| 12 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 2.12% | -0.14% | +3.14% | |
| 13 | BND | Vanguard Total Bond Market | ETF-Other | 2.02% | -0.11% | +3.59% | |
| 14 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 1.51% | -0.14% | +14.82% | |
| 15 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.41% | +0.24% | +10.76% | |
| 16 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 1.38% | -0.41% | +102.61% | |
| 17 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.26% | -0.38% | +64.04% | |
| 18 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.03% | -0.21% | +5.17% | |
| 19 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.87% | -0.19% | — | |
| 20 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 0.86% | -0.13% | +198.71% | |
| 21 | MUB | Ishares National Muni Bond E | ETF-Other | 0.85% | +1.02% | -1.50% | |
| 22 | TRGP | Targa Resources CORP | Stock-Energy | 0.80% | +0.27% | — | |
| 23 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.71% | — | NEW | |
| 24 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.71% | +1.05% | -1.71% | |
| 25 | ROST | Ross Stores Inc | Stock-Consumer Disc | 0.70% | — | — | |
| 26 | LMAT | Lemaitre Vascular Inc | Stock-Other | 0.70% | -0.05% | -1.53% | |
| 27 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 0.69% | -0.14% | +9.60% | |
| 28 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.68% | -0.12% | +101.11% | |
| 29 | ✓ | Stock-Other | 0.66% | -0.13% | EXIT | ||
| 30 | MUNI | Pimco Intermediate Municipal | ETF-Other | 0.65% | -0.08% | -2.43% | |
| 31 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.64% | -0.20% | +4.11% | |
| 32 | COR | Cencora Inc | Stock-Healthcare | 0.63% | — | -10.96% | |
| 33 | SYY | Sysco CORP | Stock-Consumer Staples | 0.61% | — | — | |
| 34 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.61% | — | NEW | |
| 35 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.59% | — | NEW | |
| 36 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.59% | — | +13.13% | |
| 37 | IRMD | Iradimed CORP | Stock-Other | 0.58% | -0.06% | — | |
| 38 | CVX | Chevron CORP | Stock-Energy | 0.56% | -0.02% | — | |
| 39 | SUB | Ishares Short-term National | ETF-Other | 0.53% | +1.15% | +3.80% | |
| 40 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.53% | -0.02% | — | |
| 41 | GLD | Spdr Gold Shares | ETF-Commodities | 0.52% | +0.09% | — | |
| 42 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.51% | — | — | |
| 43 | DUSB | Dimension Ultrashort Fi ETF | ETF-Other | 0.51% | +0.28% | -50.32% | |
| 44 | USB | US Bancorp | Stock-Financials | 0.50% | — | — | |
| 45 | SCI | Service CORP International | Stock-Consumer Disc | 0.49% | — | — | |
| 46 | KDP | Keurig Dr Pepper Inc | Stock-Consumer Staples | 0.48% | — | +16.44% | |
| 47 | IIIV | I3 Verticals Inc-class A | Stock-Other | 0.48% | -0.18% | EXIT | |
| 48 | PM | Philip Morris International | Stock-Consumer Staples | 0.47% | +0.01% | NEW | |
| 49 | UFPT | Ufp Technologies Inc | Stock-Other | 0.47% | -0.01% | — | |
| 50 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.47% | -0.10% | +0.31% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AVLV | Avantis US Large Cap Value | +0.6% | +30.30% | Add |
| 2 | ITOT | Ishares Core S&p Total U.s. | +0.5% | +64.04% | Add |
| 3 | WRB | Wr Berkley CORP | +0.5% | NEW | New buy |
| 4 | AZO | Autozone Inc | +0.5% | NEW | New buy |
| 5 | IVV | Ishares Core S&p 500 ETF | +0.4% | +101.11% | Add |
| 6 | DFAT | Dimensional US Target Value | +0.3% | +9.72% | Add |
| 7 | PWP | Perella Weinberg Partners | +0.2% | NEW | New buy |
| 8 | WTTR | Select Water Solutions Inc | +0.2% | NEW | New buy |
| 9 | PLOW | Douglas Dynamics Inc | +0.2% | NEW | New buy |
| 10 | NCMI | National Cinemedia Inc | +0.2% | NEW | New buy |
| 11 | QNST | Quinstreet Inc | +0.2% | +111.62% | Add |
| 12 | TRGP | Targa Resources CORP | +0.2% | — | Unchanged |
| 13 | DFIV | Dimensional International Va | +0.2% | +12.53% | Add |
| 14 | DFCF | Dimensional Core Fixed Inc | +0.2% | +6.71% | Add |
| 15 | NCNO | Ncino Inc | +0.1% | NEW | New buy |
| 16 | ✓ | +0.1% | — | Unchanged | |
| 17 | EE | Excelerate Energy Inc-a | +0.1% | — | Unchanged |
| 18 | PNTG | Pennant Group Inc/the | +0.1% | +152.87% | Add |
| 19 | AVDV | Avantis Intl S/c Value ETF | +0.1% | +14.82% | Add |
| 20 | VGSH | Vanguard Short-term Treasury | +0.1% | +1.85% | Add |
| 21 | BNDW | Vanguard Total World Bond Et | +0.1% | +27.57% | Add |
| 22 | DIS | Walt Disney Co/the | +0.1% | — | Unchanged |
| 23 | KRUS | Kura Sushi USA Inc-class A | +0.1% | +8.16% | Add |
| 24 | MITK | Mitek Systems Inc | +0.1% | — | Unchanged |
| 25 | VGIT | Vanguard Intermediate-term T | +0.1% | +4.30% | Add |
| 26 | MCB | Metropolitan Bank Holding Co | +0.1% | +11.19% | Add |
| 27 | IWM | Ishares Russell 2000 ETF | +0.1% | +205.15% | Add |
| 28 | COCO | Vita Coco Co Inc/the | +0.1% | — | Unchanged |
| 29 | INFU | Infusystem Holdings Inc | +0.1% | — | Unchanged |
| 30 | IRMD | Iradimed CORP | +0.1% | — | Unchanged |
| 31 | CHRD | Chord Energy CORP | +0.1% | NEW | New buy |
| 32 | VOO | Vanguard S&p 500 ETF | +0.1% | +190.48% | Add |
| 33 | TFIN | Triumph Financial Inc | +0.1% | — | Unchanged |
| 34 | BNDX | Vanguard Total Intl Bond ETF | +0.1% | +3.14% | Add |
| 35 | QQQM | Invesco Nasdaq 100 ETF | 0% | NEW | New buy |
| 36 | IIIV | I3 Verticals Inc-class A | 0% | — | Unchanged |
| 37 | GPN | Global Payments Inc | 0% | — | Unchanged |
| 38 | SHV | Ishares 0-1 Year Treasury Bo | 0% | +4.11% | Add |
| 39 | PLTR | Palantir Technologies Inc-a | 0% | NEW | New buy |
| 40 | KRT | Karat Packaging Inc | 0% | +1.25% | Add |
| 41 | SLB | Slb LTD | 0% | NEW | New buy |
| 42 | LGND | Ligand Pharmaceuticals | 0% | — | Unchanged |
| 43 | VITL | Vital Farms Inc | 0% | — | Unchanged |
| 44 | USB | US Bancorp | 0% | — | Unchanged |
| 45 | AVEM | Avantis Emerging Markets Eq | 0% | +10.76% | Add |
| 46 | BND | Vanguard Total Bond Market | 0% | +3.59% | Add |
| 47 | SUB | Ishares Short-term National | 0% | +3.80% | Add |
| 48 | SCHO | Schwab Short-term US Treas | 0% | +136.30% | Add |
| 49 | BLFS | Biolife Solutions Inc | 0% | — | Unchanged |
| 50 | BIV | Vanguard Intermediate-term B | 0% | +43.70% | Add |
According to official SEC Form 13F filings, Kings Path Partners LLC reported a total U.S. public equity portfolio value of $375.8M across 288 disclosed positions in Q4 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 17.6% of total reported equity market value during Q4 2024.
Top New Position Initiated
WRB
市值: $1.1M
Top Position Liquidated / Trimmed
NKE
前期市值: $949.3K
During Q4 2024, Kings Path Partners LLC's top holdings by market value included VTI (8.5%)、GSLC (6.0%)、VEA (5.0%). The largest single position, VTI, represented 8.5% of total portfolio value.
In Q4 2024, Kings Path Partners LLC made 129 total portfolio adjustments, initiating 13 new buys, adding to 42 positions, trimming 53 holdings, and fully liquidating 21 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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