Fund Holdings — KG&L Capital Management,LLC

Total Portfolio Value
$139.47M
Total Bought
$7.33M
Total Sold
$254.42M
Net Transaction
-$247.10M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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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
INVESCO EXCH TRADED FD TR II2,770118,927+116,1572781,2940.93%+1,016
FIDELITY MERRIMACK STR TR63,56874,626+11,0582,9273,4042.44%+478
ISHARES TR03,908+3,90804310.31%+431
SCHWAB STRATEGIC TR41,48350,178+8,6951,1381,5391.10%+402
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)1,2671,538+2712063800.27%+174
KRONOS WORLDWIDE INC(KRO)23,00039,500+16,5001182720.19%+154
LYONDELLBASELL INDUSTRIES NV
SHS - A -
10,0487,488-2,5604756180.44%+142
JANUS DETROIT STR TR
B-BBB CLO ETF
19,56422,849+3,2859331,0650.76%+132
GREEN DOT CORP(GDOT)010,938+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 TR21,23425,081+3,8476577600.55%+103
MCKESSON CORP(MCK)1,2841,330+461,0531,1510.83%+98
HOWMET AEROSPACE INC(HWM)2,8522,940+885856780.49%+93
JANUS DETROIT STR TR
HENDRSON AAA CL
24,43626,375+1,9391,2361,3290.95%+93
BANK NEW YORK MELLON CORP6,6947,164+4707778500.61%+73
OREILLY AUTOMOTIVE INC(ORLY)18,50318,860+3571,6881,7411.25%+53
SIMPLIFY EXCHANGE TRADED FUN
AGGREGATE BD ETF
51,12954,222+3,0931,0581,1030.79%+45
TJX COS INC NEW(TJX)3,1923,245+534905180.37%+28
KROGER CO(KR)4,1613,858-3032602790.20%+19
ENERGY TRANSFER L P(ET)15,85014,350-1,5002612770.20%+16
ARCH CAP GROUP LTD
ORD
3,5703,723+1533423570.26%+15
SLB LIMITED(SLB)9,8298,333-1,4964424540.33%+12
ISHARES TR
FLTG RATE NT ETF
20,55520,750+1951,0451,0570.76%+12
BUSINESS FIRST BANCSHARES IN(BFST)8,8318,83102312390.17%+8
INVESCO EXCHANGE TRADED FD T
AEROSPACE DEFN
1,6401,594-462572640.19%+7
VANGUARD WHITEHALL FDS3,9303,837-935645680.41%+4
AUTOZONE INC(AZO)353355+21,1971,1990.86%+2
FIRST TR EXCHNG TRADED FD VI
SMITH OPPORT FXD
12,20712,424+2175415420.39%+1
HCA HEALTHCARE INC(HCA)2,7932,747-461,3041,3000.93%-4
VANGUARD WORLD FD
CONSUM STP ETF
2,0571,908-1494344280.31%-6
ALLSTATE CORP(ALL)1,2821,255-272672600.19%-7
SELECT SECTOR SPDR TR
ST STR UTIL ETF
11,15410,227-9274764690.34%-7
INTERACTIVE BROKERS GROUP IN(IBKR)3,4973,245-2522252180.16%-7
ETF OPPORTUNITIES TRUST
T-REX 2X LONG
10,2620-10,262100—-10
TKO GROUP HOLDINGS INC(TKO)1,1091,100-92322220.16%-10
FULL HSE RESORTS INC(FLL)33,00033,000086740.05%-12
PHILIP MORRIS INTL INC(PM)5,1324,882-2508238070.58%-16
REIN THERAPEUTICS INC(RNTX)18,0000-18,000210—-21
AMPHENOL CORP1,9281,873-552612370.17%-24
PROSPECT CAP CORP(PSEC)10,0430-10,043260—-26
SPDR INDEX SHS FDS
ST STR EU 50 ETF
7,7747,626-1485014730.34%-27
ISHARES GOLD TR(IAU)3,9723,303-6693222910.21%-31
RITHM PPTY TR INC(RPT)18,04215,599-2,4431521090.08%-42
SOUTHERN CO(SO)4,1313,246-8853563070.22%-49
SELECT SECTOR SPDR TR
ST STR STAPL ETF
6,7985,844-9545284790.34%-49
ISHARES TR24,34423,002-1,3421,6071,5531.11%-53
VANGUARD INTL EQUITY INDEX F9,7818,466-1,3155264580.33%-68
ISHARES TR25,96824,928-1,0402,4942,4211.74%-72
SELECT SECTOR SPDR TR
ST STR INDL ETF
2,0661,491-5753202410.17%-79
WENDYS CO(WEN)10,0200-10,020830—-83
VANGUARD INDEX FDS6,9215,949-9726125280.38%-85
VENTURE GLOBAL INC(VG)13,3590-13,359910—-91
GE AEROSPACE(GE)2,5542,449-1057876950.50%-92
VANECK ETF TRUST
GOLD MINERS ETF
5,3863,902-1,4844623580.26%-104
VANGUARD INDEX FDS5,9095,211-6981,1291,0220.73%-106
S&P GLOBAL INC(SPGI)675575-1003532450.18%-108
ISHARES TR10,7649,487-1,2771,2941,1790.85%-114
SOUNDHOUND AI INC(SOUN)16,1760-16,1761610—-161
PROGRESSIVE CORP(PGR)4,6004,457-1431,0488840.63%-164
RTX CORPORATION(RTX)2,9721,916-1,0565453700.27%-175
NUVEEN MUN HIGH INCOME OPPOR(NMZ)17,8000-17,8001810—-181
AMERICAN BITCOIN CORP.(ABTC)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)1,1880-1,1882060—-206
SIMON PPTY GROUP INC NEW(SPG)7,7726,561-1,2111,3541,1380.82%-217
ADOBE INC(ADBE)6320-6322210—-221
INVESCO EXCHANGE TRADED FD T
S&P 500 TOP 50
19,88317,505-2,3781,1799550.68%-224
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
3,9540-3,9542260—-226
SELECT SECTOR SPDR TR
ST STR FINL ETF
16,81914,033-2,7869216930.50%-228
MCDONALDS CORP(MCD)7490-7492290—-229
GENERAL MLS INC(GIS)4,8280-4,8282380—-238
ABBVIE INC(ABBV)1,0450-1,0452390—-239
FORD MTR CO(F)18,4140-18,4142400—-240
LENNOX INTL INC(LII)5000-5002430—-243
KINDER MORGAN INC DEL(KMI)8,8890-8,8892440—-244
NUSCALE PWR CORP(SMR)17,3740-17,3742460—-246
AT&T INC(T)10,3030-10,3032560—-256
LOCKHEED MARTIN CORP(LMT)5360-5362590—-259
SUPER MICRO COMPUTER INC(SMCI)8,9510-8,9512620—-262
MERCK & CO INC(MRK)4,5201,724-2,7964772050.15%-271
MARSH & MCLENNAN COS INC(MRSH)1,4770-1,4772740—-274
NEXTERA ENERGY INC(NEE)3,4170-3,4172740—-274
VANGUARD BD INDEX FDS3,7750-3,7752800—-280
INTUIT(INTU)4440-4442940—-294
HERSHEY CO(HSY)1,6480-1,6483000—-300
AMERICAN EXPRESS CO(AXP)8330-8333080—-308
GENERAL DYNAMICS CORP(GD)9170-9173090—-309
SPDR SERIES TRUST
ST TERM HIGH ETF
90,51479,379-11,1352,2921,9831.42%-309
WELLS FARGO & CO(WFC)10,5497,663-2,8867564430.32%-313
UNITEDHEALTH GROUP INC(UNH)2,6772,087-5908845650.40%-319
ZIONS BANCORPORATION N A(ZION)5,4880-5,4883210—-321
INVESCO EXCH TRADED FD TR II
TAXABLE MUN BD
67,28555,753-11,5321,8301,5031.08%-327
INTEL CORP(INTC)9,0600-9,0603340—-334
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KG&L Capital Management,LLC — 13F Holdings — Q1 2026 | TickerTrail