Fund HoldingsKG&L Capital Management,LLC

Total Portfolio Value
$139.47M
Total Bought
$7.85M
Total Sold
$273.14M
Net Transaction
-$265.29M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
SPDR SERIES TRUST
ST STR BLO 1 ETF
49,54669,736+20,1904,5286,3914.58%+1,863
GOLDMAN SACHS ETF TR26,87638,690+11,8142,6863,8762.78%+1,190
RBB FD INC
F/M US TREASURY
021,482+21,48201,0710.77%+1,071
FIDELITY MERRIMACK STR TR63,56874,626+11,0582,9273,4042.44%+478
SPDR INDEX SHS FDS
ST STR EU 50 ETF
07,626+7,62604730.34%+473
ISHARES TR03,908+3,90804310.31%+431
SCHWAB STRATEGIC TR050,178+50,17801,5391.10%+1,539
COCA COLA CONS INC(COKE)8,4258,405-201,2921,6121.16%+320
SHELL PLC(SHEL)02,795+2,79502600.19%+260
CONAGRA BRANDS INC(CAG)011,700+11,70001840.13%+184
GE VERNOVA INC(GEV)817815-25347110.51%+177
VALERO ENERGY CORP(VLO)01,538+1,53803800.27%+380
KRONOS WORLDWIDE INC039,500+39,50002720.19%+272
LYONDELLBASELL INDUSTRIES NV
SHS - A -
07,488+7,48806180.44%+618
JANUS DETROIT STR TR
B-BBB CLO ETF
022,849+22,84901,0650.76%+1,065
GREEN DOT CORP010,938+10,93801230.09%+123
KLA CORP(KLAC)413424+115026240.45%+122
SELECT SECTOR SPDR TR
ST STR ENERG ETF
13,19511,577-1,6185907090.51%+119
ISHARES TR025,081+25,08107600.55%+760
MCKESSON CORP(MCK)1,2841,330+461,0531,1510.83%+98
HOWMET AEROSPACE INC(HWM)02,940+2,94006780.49%+678
JANUS DETROIT STR TR
HENDRSON AAA CL
026,375+26,37501,3290.95%+1,329
BANK NEW YORK MELLON CORP6,6947,164+4707778500.61%+73
OREILLY AUTOMOTIVE INC(ORLY)018,860+18,86001,7411.25%+1,741
SIMPLIFY EXCHANGE TRADED FUN
AGGREGATE BD ETF
054,222+54,22201,1030.79%+1,103
TJX COS INC NEW(TJX)03,245+3,24505180.37%+518
KROGER CO(KR)03,858+3,85802790.20%+279
ENERGY TRANSFER L P(ET)014,350+14,35002770.20%+277
ARCH CAP GROUP LTD
ORD
03,723+3,72303570.26%+357
SLB LIMITED(SLB)9,8298,333-1,4964424540.33%+12
ISHARES TR
FLTG RATE NT ETF
020,750+20,75001,0570.76%+1,057
BUSINESS FIRST BANCSHARES IN(BFST)08,831+8,83102390.17%+239
INVESCO EXCHANGE TRADED FD T
AEROSPACE DEFN
01,594+1,59402640.19%+264
VANGUARD WHITEHALL FDS03,837+3,83705680.41%+568
AUTOZONE INC(AZO)0355+35501,1990.86%+1,199
FIRST TR EXCHNG TRADED FD VI
SMITH OPPORT FXD
012,424+12,42405420.39%+542
C3 AI INC(Call)
CALL
000000
HCA HEALTHCARE INC(HCA)02,747+2,74701,3000.93%+1,300
TIDAL TRUST II(Call)000000
VANGUARD WORLD FD
CONSUM STP ETF
01,908+1,90804280.31%+428
ALLSTATE CORP(ALL)01,255+1,25502600.19%+260
SELECT SECTOR SPDR TR
ST STR UTIL ETF
11,15410,227-9274764690.34%-7
INTERACTIVE BROKERS GROUP IN(IBKR)03,245+3,24502180.16%+218
ETF OPPORTUNITIES TRUST
T-REX 2X LONG
000000
TKO GROUP HOLDINGS INC(TKO)1,1091,100-92322220.16%-10
FULL HSE RESORTS INC033,000+33,0000740.05%+74
PHILIP MORRIS INTL INC(PM)04,882+4,88208070.58%+807
REIN THERAPEUTICS INC000000
AMPHENOL CORP01,873+1,87302370.17%+237
PROSPECT CAP CORP(PSEC)000000
ISHARES GOLD TR(IAU)03,303+3,30302910.21%+291
CIRCLE INTERNET GROUP INC(CRCL)(Call)000000
RITHM PPTY TR INC18,04215,599-2,4431521090.08%-42
SOUTHERN CO(SO)03,246+3,24603070.22%+307
SELECT SECTOR SPDR TR
ST STR STAPL ETF
6,7985,844-9545284790.34%-49
ISHARES TR023,002+23,00201,5531.11%+1,553
C3 AI INC(AI)(Call)000000
VANGUARD INTL EQUITY INDEX F08,466+8,46604580.33%+458
ISHARES TR024,928+24,92802,4211.74%+2,421
SELECT SECTOR SPDR TR
ST STR INDL ETF
2,0661,491-5753202410.17%-79
WENDYS CO(WEN)000000
VANGUARD INDEX FDS05,949+5,94905280.38%+528
VENTURE GLOBAL INC(VG)000000
GE AEROSPACE(GE)2,5542,449-1057876950.50%-92
VANECK ETF TRUST
GOLD MINERS ETF
03,902+3,90203580.26%+358
VANGUARD INDEX FDS5,9095,211-6981,1291,0220.73%-106
S&P GLOBAL INC(SPGI)0575+57502450.18%+245
PROCTER AND GAMBLE CO(PG)(Call)000000
ISHARES TR09,487+9,48701,1790.85%+1,179
SOUNDHOUND AI INC(SOUN)16,1760-16,1761610-161
PROGRESSIVE CORP(PGR)04,457+4,45708840.63%+884
RTX CORPORATION(RTX)01,916+1,91603700.27%+370
NUVEEN MUN HIGH INCOME OPPOR(NMZ)000000
AMERICAN BITCOIN CORP.236,268236,278+104022180.16%-183
SELECT SECTOR SPDR TR
ST STR CARE ETF
3,4452,290-1,1555333360.24%-197
TEXAS INSTRS INC(TXN)000000
COREWEAVE INC(CRWV)(Call)000000
SIMON PPTY GROUP INC NEW(SPG)06,561+6,56101,1380.82%+1,138
ADOBE INC(ADBE)000000
INVESCO EXCHANGE TRADED FD T
S&P 500 TOP 50
017,505+17,50509550.68%+955
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
000000
META PLATFORMS INC(META)(Call)1,4000-1,4002280-228
SELECT SECTOR SPDR TR
ST STR FINL ETF
16,81914,033-2,7869216930.50%-228
MCDONALDS CORP(MCD)000000
COINBASE GLOBAL INC(COIN)(Call)8,0000-8,0002300-230
GENERAL MLS INC(GIS)000000
ABBVIE INC(ABBV)000000
FORD MTR CO(F)000000
LENNOX INTL INC(LII)000000
KINDER MORGAN INC DEL(KMI)000000
NUSCALE PWR CORP(SMR)17,3740-17,3742460-246
AT&T INC(T)000000
AELUMA INC(Call)30,0000-30,0002570-257
ZSCALER INC(ZS)(Call)5,7000-5,7002590-259
LOCKHEED MARTIN CORP(LMT)000000
SUPER MICRO COMPUTER INC(SMCI)000000
MERCK & CO INC(MRK)01,724+1,72402050.15%+205
MARSH & MCLENNAN COS INC(MRSH)000000
NEXTERA ENERGY INC(NEE)000000
ISHARES TR2,7700-2,7702780-278
Page 1 of 1