CIK: 0001557513
Total reported value
$176.0M
Reporting period: 2017-06-30 · Number of holdings: 32
Kinsight, LLC disclosed 32 holdings in its latest 13F filing for the period ending 2017-06-30, with total reported value of $176.0M and a quarterly turnover rate of 5.3%.
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Kinsight, LLC's disclosed holdings carry a Herfindahl concentration index of 0.176 — mathematically equivalent to about 6 equally-sized positions, well below its 32 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 2.19), 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 2% 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.
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Add VONE
-5.6% -$1.9M
Add PRFUSD
-3.8% -$1.2M
Add VEA
-6.0% -$164.0K
Trim 73936T763
-8.4% -$1.1M
Add VTWO
-4.3% -$309.0K
Trim SYU1
-36.0% -$415.0K
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VONE | Vanguard Russell 1000 | ETF-Other | 31.66% | +0.51% | -5.63% | |
| 2 | PRFUSD | Invesco Ftse Rafi US 1000 Et | ETF-Other | 22.28% | +0.45% | -3.77% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 7.73% | +0.29% | -6.02% | |
| 4 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 7.65% | +0.20% | -4.29% | |
| 5 | ✓ | FTSE RAFI Emerg Mkts | Stock-Other | 6.86% | -0.26% | -8.41% | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 5.87% | -0.06% | -8.48% | |
| 7 | ✓ | FTSE RAFI US 1500 Small Cap | Stock-Other | 5.25% | +0.03% | -5.90% | |
| 8 | PXF | Invesco Ftse Rafi Developed | ETF-Other | 5.19% | +0.17% | -5.57% | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.70% | +0.09% | -2.10% | |
| 10 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-Other | 0.96% | +0.02% | -2.95% | |
| 11 | SYU1 | Synovus Financial CORP | Stock-Other | 0.53% | -0.19% | -35.99% | |
| 12 | VMC | Vulcan Materials Co | Stock-Materials | 0.50% | +0.04% | -2.64% | |
| 13 | SFBS | Servisfirst Bancshares INC | Stock-Financials | 0.45% | +0.03% | +0.00% | |
| 14 | UNH | Unitedhealth Group INC | Stock-Healthcare | 0.34% | +0.05% | — | |
| 15 | PRA | Proassurance CORP | Stock-Other | 0.29% | +0.02% | — | |
| 16 | AEP | American Electric Power Company, Inc. | Stock-Utilities | 0.27% | -0.05% | -11.47% | |
| 17 | XOM | Exxon Mobil CORP | Stock-Energy | 0.26% | -0.02% | -8.04% | |
| 18 | SO | Southern Co/the | Stock-Utilities | 0.22% | -0.05% | -18.99% | |
| 19 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.20% | -0.06% | -30.93% | |
| 20 | PFE | Pfizer INC | Stock-Healthcare | 0.20% | +0.01% | +1.92% | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 0.20% | +0.07% | +40.22% | |
| 22 | T | At&t INC | Stock-Comm Services | 0.16% | -0.05% | -17.28% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.16% | +0.01% | — | |
| 24 | ✓ | National Commerce CORP | Stock-Other | 0.16% | +0.02% | — | |
| 25 | WFC | Wells Fargo & Co | Stock-Financials | 0.15% | — | — | |
| 26 | PM | Philip Morris International | Stock-Consumer Staples | 0.14% | -0.02% | -19.24% | |
| 27 | MMM | 3m Co | Stock-Industrials | 0.14% | -0.05% | -37.70% | |
| 28 | INTC | Intel CORP | Stock-Tech | 0.12% | — | +2.86% | |
| 29 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.12% | -0.01% | -14.11% | |
| 30 | WMT | Walmart INC | Stock-Consumer Staples | 0.12% | +0.01% | -1.79% | |
| 31 | HBAN | Huntington Bancshares INC | Stock-Financials | 0.09% | +0.01% | — | |
| 32 | ✓ | Tracon Pharmaceuticals INC | Stock-Other | 0.03% | -0.01% | — |
Not enough priced holdings yet to compute performance
| Period | Holdings | Total value | Stability | Top holdings | |
|---|---|---|---|---|---|
| 2017 Q2 | 32 | $176.0M | 5 | ||
| 2017 Q1 | 35 | $185.1M | 5 | ||
| 2016 Q4 | 35 | $190.9M | 5 | ||
| 2016 Q3 | 37 | $186.3M | 4 | ||
| 2016 Q2 | 35 | $179.6M | 6 | ||
| 2016 Q1 | 33 | $173.9M | 28 | ||
| 2015 Q4 | 34 | $171.5M | 28 | ||
| 2015 Q3 | 31 | $148.7M | 27 | ||
| 2015 Q2 | 32 | $194.8M | 7 | ||
| 2015 Q1 | 35 | $207.8M | 4 | ||
| 2014 Q4 | 34 | $203.3M | 18 | ||
| 2014 Q3 | 33 | $181.7M | 22 | ||
| 2014 Q2 | 29 | $168.8M | 5 | ||
| 2014 Q1 | 29 | $163.5M | 3 | ||
| 2013 Q4 | 31 | $166.2M | 17 | ||
| 2013 Q3 | 31 | $162.3M | 14 | ||
| 2013 Q2 | 28 | $148.3M | 0 |
Kinsight, LLC's most significant position changes for 2017-06-30: Sold out: Total System Services INC (TSS); Sold out: Intl Business Machines CORP (IBM); Sold out: Mcdonald's CORP (MCD); Trim: Vanguard Russell 1000 (VONE) — shares -5.63%; Trim: Invesco Ftse Rafi US 1000 Et (PRFUSD) — shares -3.77%.
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VONE | Vanguard Russell 1000 | +0.5% | -5.63% | Trim |
| 2 | PRFUSD | Invesco Ftse Rafi US 1000 Et | +0.5% | -3.77% | Trim |
| 3 | VEA | Vanguard Ftse Developed ETF | +0.3% | -6.02% | Trim |
| 4 | VTWO | Vanguard Russell 2000 ETF | +0.2% | -4.29% | Trim |
| 5 | PXF | Invesco Ftse Rafi Developed | +0.2% | -5.57% | Trim |
| 6 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | -2.10% | Trim |
| 7 | MSFT | Microsoft CORP | +0.1% | +40.22% | Add |
| 8 | UNH | Unitedhealth Group INC | +0.1% | — | Unchanged |
| 9 | VMC | Vulcan Materials Co | 0% | -2.64% | Trim |
| 10 | ✓ | FTSE RAFI US 1500 Small Cap | 0% | -5.90% | Trim |
| 11 | SFBS | Servisfirst Bancshares INC | 0% | +0.00% | Add |
| 12 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | 0% | -2.95% | Trim |
| 13 | ✓ | National Commerce CORP | 0% | — | Unchanged |
| 14 | PRA | Proassurance CORP | 0% | — | Unchanged |
| 15 | WMT | Walmart INC | 0% | -1.79% | Trim |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | — | Unchanged |
| 17 | PFE | Pfizer INC | 0% | +1.92% | Add |
| 18 | HBAN | Huntington Bancshares INC | 0% | — | Unchanged |
| 19 | INTC | Intel CORP | — | +2.86% | Add |
| 20 | WFC | Wells Fargo & Co | — | — | Unchanged |
| 21 | ✓ | Tracon Pharmaceuticals INC | 0% | — | Unchanged |
| 22 | KO | Coca-cola Co/the | 0% | -14.11% | Trim |
| 23 | XOM | Exxon Mobil CORP | 0% | -8.04% | Trim |
| 24 | PM | Philip Morris International | 0% | -19.24% | Trim |
| 25 | AEP | American Electric Power Company, Inc. | -0.1% | -11.47% | Trim |
| 26 | MMM | 3m Co | -0.1% | -37.70% | Trim |
| 27 | SO | Southern Co/the | -0.1% | -18.99% | Trim |
| 28 | T | At&t INC | -0.1% | -17.28% | Trim |
| 29 | VWO | Vanguard Ftse Emerging Marke | -0.1% | -8.48% | Trim |
| 30 | JNJ | Johnson & Johnson | -0.1% | -30.93% | Trim |
| 31 | SYU1 | Synovus Financial CORP | -0.2% | -35.99% | Trim |
| 32 | ✓ | FTSE RAFI Emerg Mkts | -0.3% | -8.41% | Trim |
| 33 | TSS | Total System Services INC | — | EXIT | Sold out |
| 34 | IBM | Intl Business Machines CORP | — | EXIT | Sold out |
| 35 | MCD | Mcdonald's CORP | — | EXIT | Sold out |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2017 Q2 | 2017-07-24 | 13F-HR | View on EDGAR |
| 2017 Q1 | 2017-05-05 | 13F-HR | View on EDGAR |
| 2016 Q4 | 2017-01-31 | 13F-HR | View on EDGAR |
| 2016 Q3 | 2016-11-01 | 13F-HR | View on EDGAR |
| 2016 Q2 | 2016-08-09 | 13F-HR | View on EDGAR |
| 2016 Q1 | 2016-05-12 | 13F-HR | View on EDGAR |
| 2015 Q4 | 2016-02-08 | 13F-HR | View on EDGAR |
| 2015 Q3 | 2015-11-06 | 13F-HR | View on EDGAR |
| 2015 Q2 | 2015-08-11 | 13F-HR | View on EDGAR |
| 2015 Q1 | 2015-05-01 | 13F-HR | View on EDGAR |
| 2014 Q4 | 2015-02-11 | 13F-HR | View on EDGAR |
| 2014 Q3 | 2014-11-10 | 13F-HR | View on EDGAR |
| 2014 Q2 | 2014-08-06 | 13F-HR | View on EDGAR |
| 2014 Q1 | 2014-04-24 | 13F-HR | View on EDGAR |
| 2013 Q4 | 2014-01-15 | 13F-HR | View on EDGAR |
| 2013 Q3 | 2013-10-30 | 13F-HR | View on EDGAR |
| 2013 Q2 | 2013-08-06 | 13F-HR | View on EDGAR |
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