Fund HoldingsKENNICOTT CAPITAL MANAGEMENT LLC

Total Portfolio Value
$175.32M
Total Bought
$3.93M
Total Sold
$23.24M
Net Transaction
-$19.32M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
SELECT SECTOR SPDR TR
ST STR INDL ETF
036,983+36,98303,7492.14%+3,749
PINTEREST INC(PINS)23,6137,871-15,7422152130.12%-2
AMAZON COM INC(AMZN)8,0402,680-5,3603493410.19%-9
ISHARES TR3,9381,313-2,6252462320.13%-14
VANGUARD INDEX FDS5,7481,916-3,8322652510.14%-14
VANGUARD INDEX FDS5,2171,739-3,4783583390.19%-19
FIRST TR EXCHANGE TRADED FD
CONSUMR DISCRE
14,6884,896-9,7922702500.14%-21
VANGUARD INTL EQUITY INDEX F19,4386,149-13,2892642410.14%-22
VANGUARD INDEX FDS6,5052,169-4,3364774520.26%-26
ISHARES TR41,24413,748-27,4969699410.54%-28
LYFT INC(LYFT)10,4280-10,428330-33
MEDTRONIC PLC(MDT)9,8943,298-6,5969248910.51%-34
ALPHABET INC(GOOG)6,6601,720-4,9402662250.13%-41
VANGUARD WORLD FDS
CONSUM DIS ETF
12,9244,308-8,6161,2201,1600.66%-60
VANGUARD INDEX FDS15,5335,179-10,3541,1901,1090.63%-80
ISHARES TR13,5174,506-9,0111,0931,0100.58%-83
VANGUARD INDEX FDS64,26721,458-42,8093,0442,9601.69%-84
VANGUARD INDEX FDS56,55619,118-37,4384,1534,0612.32%-92
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
38,52312,841-25,6821,9221,8191.04%-102
INVESCO EXCHANGE TRADED FD T
S&P500 EQL TEC
23,59975,884+52,2852,3132,1361.22%-177
VANGUARD INDEX FDS46,18415,035-31,1493,0622,8431.62%-219
ISHARES TR46,85515,618-31,2376,9616,7073.83%-254
DOXIMITY INC(DOCS)60,00020,000-40,0006804240.24%-256
VANGUARD WORLD FDS
INDUSTRIAL ETF
8,0761,440-6,6365532810.16%-273
VANGUARD WORLD FDS
FINANCIALS ETF
59,75416,657-43,0971,6181,3380.76%-280
SELECT SECTOR SPDR TR
ST STR MATER ETF
23,5624,487-19,0756513520.20%-298
SELECT SECTOR SPDR TR
ST STR UTIL ETF
14,5170-14,5173170-317
UBER TECHNOLOGIES INC(UBER)22,0470-22,0473170-317
VANGUARD INDEX FDS233,95878,965-154,99315,80915,4538.81%-357
SELECT SECTOR SPDR TR
ST STR ENERG ETF
15,4980-15,4984190-419
APPLE INC(AAPL)46,11114,199-31,9122,9812,4311.39%-550
SELECT SECTOR SPDR TR
ST STR STAPL ETF
66,57314,678-51,8951,6461,0100.58%-636
SELECT SECTOR SPDR TR
ST STR SVC ETF
32,7810-32,7817110-711
SELECT SECTOR SPDR TR
ST STR FINL ETF
251,17259,237-191,9352,8221,9651.12%-857
VANGUARD INDEX FDS128,74541,079-87,66612,14311,1866.38%-957
SELECT SECTOR SPDR TR
ST STR DISCR ETF
81,52522,268-59,2574,6153,5852.04%-1,030
INVESCO QQQ TR316,912105,501-211,41139,02437,79821.56%-1,227
SELECT SECTOR SPDR TR
ST STR CARE ETF
129,27032,394-96,8765,7194,1702.38%-1,549
SPDR S&P 500 ETF TR(SPY)336,563112,087-224,47649,73047,91527.33%-1,816
SELECT SECTOR SPDR TR
ST STR TECHN ETF
148,10839,681-108,4278,5836,5053.71%-2,078
ROBLOX CORP(RBLX)930,000310,000-620,00012,4938,9785.12%-3,515
SELECT SECTOR SPDR TR
ST STR INDL ETF
127,5330-127,5334,5620-4,562
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