Fund HoldingsKG&L Capital Management,LLC

Total Portfolio Value
$239.16M
Total Bought
$35.00M
Total Sold
$14.78M
Net Transaction
+$20.22M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
AMAZON COM INC(AMZN)72,53372,903+3709,22011,0774.63%+1,856
BOEING CO(BA)32,81631,136-1,6806,2938,1093.39%+1,817
APPLE INC(AAPL)069,100+69,100013,3015.56%+13,301
ALPHABET INC(GOOG)65,03371,720+6,6878,51010,0184.19%+1,508
JPMORGAN CHASE & CO(JPM)52,62353,003+3807,6348,9883.76%+1,354
ADVANCED MICRO DEVICES INC(AMD)29,45328,708-7453,0284,2321.77%+1,203
SPDR S&P 500 ETF TR(SPY)18,41618,843+4277,8738,9563.74%+1,083
MICROSOFT CORP(MSFT)019,776+19,77607,4353.11%+7,435
CISCO SYS INC(CSCO)8,74325,347+16,6044721,2840.54%+812
ASML HOLDING N V
N Y REGISTRY SHS
2,8553,233+3781,6812,4471.02%+766
DEERE & CO(DE)4,1985,806+1,6081,6062,3310.97%+726
BERKSHIRE HATHAWAY INC DEL2,4874,448+1,9618711,5860.66%+715
ELI LILLY & CO(LLY)04,417+4,41702,5751.08%+2,575
CUMMINS INC(CMI)02,770+2,77006630.28%+663
VANGUARD INDEX FDS5,3846,493+1,1091,4662,0190.84%+553
SEA LTD(SE)013,575+13,57505500.23%+550
KEYCORP(KEY)0102,681+102,68101,4790.62%+1,479
INVESCO EXCH TRADED FD TR II195,604232,229+36,6252,1422,6641.11%+522
SPDR SER TR
ST TERM HIGH ETF
020,118+20,11805060.21%+506
JOHNSON & JOHNSON(JNJ)031,746+31,74604,9782.08%+4,978
ELEVANCE HEALTH INC(ELV)01,011+1,01104770.20%+477
UNION PAC CORP(UNP)013,291+13,29103,2621.36%+3,262
MOHAWK INDS INC(MHK)04,315+4,31504460.19%+446
BUNGE GLOBAL SA(BG)04,410+4,41004450.19%+445
INVESCO QQQ TR1,5882,431+8435699960.42%+427
FASTENAL CO(FAST)06,587+6,58704270.18%+427
TJX COS INC NEW(TJX)04,482+4,48204200.18%+420
NVIDIA CORPORATION(NVDA)4,4454,735+2901,9332,3450.98%+411
CATERPILLAR INC(CAT)03,268+3,26809650.40%+965
ROSS STORES INC(ROST)02,860+2,86003960.17%+396
ON SEMICONDUCTOR CORP(ON)04,667+4,66703900.16%+390
SIMON PPTY GROUP INC NEW(SPG)012,281+12,28101,7180.72%+1,718
DOMINOS PIZZA INC(DPZ)0896+89603690.15%+369
OREILLY AUTOMOTIVE INC(ORLY)0388+38803690.15%+369
INTUIT(INTU)0585+58503660.15%+366
INVESCO EXCHANGE TRADED FD T
S&P 500 TOP 50
09,663+9,66303640.15%+364
MOODYS CORP(MCO)0911+91103560.15%+356
KRANESHARES TR013,107+13,10703540.15%+354
LOWES COS INC(LOW)09,044+9,04402,0130.84%+2,013
BROADCOM INC(AVGO)1,2031,20301,0001,3430.56%+344
HOME DEPOT INC(HD)06,163+6,16302,1360.89%+2,136
SOCIEDAD QUIMICA Y MINERA DE(SQM)6,05611,356+5,3003616840.29%+322
CHEVRON CORP NEW(CVX)011,689+11,68901,7590.74%+1,759
ZIONS BANCORPORATION N A(ZION)030,060+30,06001,3190.55%+1,319
HCA HEALTHCARE INC(HCA)01,139+1,13903080.13%+308
TAIWAN SEMICONDUCTOR MFG LTD(TSM)3,8466,176+2,3303346420.27%+308
MASTERCARD INCORPORATED(MA)1,6372,206+5696489410.39%+293
ISHARES TR038,874+38,87403,8581.61%+3,858
WENDYS CO(WEN)014,044+14,04402740.11%+274
APPLIED MATLS INC03,027+3,02704910.21%+491
ARCH CAP GROUP LTD
ORD
3,5967,462+3,8662875540.23%+268
CAPITAL ONE FINL CORP(COF)01,972+1,97202590.11%+259
FORTINET INC(FTNT)4,3688,717+4,3492565100.21%+254
BLOCK INC(XYZ)03,225+3,22502490.10%+249
CHIPOTLE MEXICAN GRILL INC(CMG)0107+10702450.10%+245
QUALCOMM INC(QCOM)07,149+7,14901,0340.43%+1,034
AUTOZONE INC(AZO)092+9202380.10%+238
DOLLAR GEN CORP NEW(DG)01,747+1,74702370.10%+237
ADOBE INC(ADBE)1,5861,753+1678091,0460.44%+237
SCHWAB CHARLES CORP(SCHW)03,430+3,43002360.10%+236
ABBVIE INC(ABBV)4,9066,225+1,3197319650.40%+233
LENNOX INTL INC(LII)0500+50002240.09%+224
ROCKWELL AUTOMATION INC(ROK)0712+71202210.09%+221
SPDR DOW JONES INDL AVERAGE(DIA)1,1161,572+4563745920.25%+219
PPG INDS INC(PPG)01,458+1,45802180.09%+218
UNITEDHEALTH GROUP INC(UNH)1,6732,016+3438441,0610.44%+218
BUSINESS FIRST BANCSHARES IN(BFST)08,831+8,83102180.09%+218
VERIZON COMMUNICATIONS INC(VZ)025,076+25,07609440.39%+944
FIRST TR EXCHNG TRADED FD VI
SMITH OPPORT FXD
04,838+4,83802160.09%+216
ISHARES TR021,652+21,65202,3961.00%+2,396
WALMART INC(WMT)019,530+19,53003,0791.29%+3,079
VANGUARD INDEX FDS01,384+1,38402070.09%+207
COCA COLA CONS INC(COKE)522577+553325360.22%+204
LINDE PLC(LIN)0492+49202020.08%+202
CLEVELAND-CLIFFS INC NEW(CLF)011,120+11,12001980.08%+198
ALBEMARLE CORP(ALB)3,1825,102+1,9205417370.31%+196
ISHARES TR20,95821,744+7861,4441,6380.69%+194
B2GOLD CORP(BTG)98,200149,200+51,0002844710.20%+188
TRUIST FINL CORP(TFC)28,30126,954-1,3478109950.42%+185
PNC FINL SVCS GROUP INC(PNC)05,768+5,76808930.37%+893
KRONOS WORLDWIDE INC064,675+64,67506400.27%+640
PFIZER INC(PFE)055,820+55,82001,6140.67%+1,614
CROWN CASTLE INC(CCI)4,8005,182+3824425970.25%+155
BRISTOL-MYERS SQUIBB CO(BMY)027,303+27,30301,4030.59%+1,403
INVESCO EXCH TRADED FD TR II
TAXABLE MUN BD
58,65760,641+1,9841,4831,6320.68%+148
LULULEMON ATHLETICA INC(LULU)01,474+1,47407540.32%+754
NIKE INC(NKE)04,663+4,66305060.21%+506
DEVON ENERGY CORP NEW(DVN)6,54710,065+3,5183124560.19%+144
ISHARES TR09,610+9,61001,0400.43%+1,040
ISHARES TR5,1285,106-221,2791,4150.59%+137
MARVELL TECHNOLOGY INC(MRVL)4,3186,083+1,7652343670.15%+133
VANGUARD INDEX FDS7,0747,532+4585356660.28%+130
GENERAL MLS INC(GIS)9,62611,455+1,8296187470.31%+129
BANK OZK LITTLE ROCK ARK(OZK)5,7006,900+1,2002133410.14%+129
MEDICAL PPTYS TRUST INC(MPT)060,275+60,27502960.12%+296
ISHARES TR02,622+2,62201,2520.52%+1,252
NEXTERA ENERGY INC(NEE)6,4437,958+1,5153694830.20%+114
GALLAGHER ARTHUR J & CO(AJG)24,59125,416+8255,6055,7162.39%+111
CUSHMAN WAKEFIELD PLC(CWK)010,070+10,07001090.05%+109
ANNALY CAPITAL MANAGEMENT IN29,62834,098+4,4705576600.28%+103
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