Fund HoldingsKENNICOTT CAPITAL MANAGEMENT LLC

Total Portfolio Value
$260.74M
Total Bought
$18.23M
Total Sold
$990.6K
Net Transaction
+$17.24M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
SPDR S&P 500 ETF TR(SPY)119,217123,027+3,81064,88070,58827.07%+5,708
ROBLOX CORP(RBLX)270,000305,484+35,48410,04713,5215.19%+3,474
SPDR SER TR
ST STR P500ETF
030,288+30,28802,0450.78%+2,045
VANGUARD INDEX FDS84,18685,465+1,27921,01422,5028.63%+1,488
INVESCO QQQ TR121,051121,659+60857,99759,37822.77%+1,381
ISHARES TR16,14516,594+4498,8359,5723.67%+737
SELECT SECTOR SPDR TR
ST STR INDL ETF
40,79641,113+3174,9725,5682.14%+597
SSGA ACTIVE ETF TR
ST STR BL LN ETF
011,983+11,98305000.19%+500
INVESCO EXCH TRADED FD TR II
SR LN ETF
023,653+23,65304970.19%+497
VANGUARD INDEX FDS40,45440,564+11015,13015,5745.97%+443
SELECT SECTOR SPDR TR
ST STR FINL ETF
83,37684,820+1,4443,4283,8441.47%+416
SELECT SECTOR SPDR TR
ST STR DISCR ETF
21,81821,81803,9804,3721.68%+392
SELECT SECTOR SPDR TR
ST STR CARE ETF
35,37835,744+3665,1565,5052.11%+349
APPLE INC(AAPL)14,76714,76703,1103,4411.32%+330
VANGUARD INDEX FDS18,89018,958+685,0535,3682.06%+315
DOXIMITY INC(DOCS)20,00020,00005598710.33%+312
VANGUARD INDEX FDS20,57220,496-763,3003,5781.37%+278
VANGUARD INDEX FDS13,72713,719-82,9933,2541.25%+261
GRAYSCALE BITCOIN MINI TR BT027,116+27,11601530.06%+153
VANGUARD WORLD FD
FINANCIALS ETF
14,51014,51001,4491,5950.61%+146
SELECT SECTOR SPDR TR
ST STR STAPL ETF
15,99916,321+3221,2251,3550.52%+129
VANGUARD WORLD FD
CONSUM DIS ETF
4,3084,30801,3461,4670.56%+121
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
12,46412,103-3612,0482,1680.83%+121
ISHARES TR4,7034,70301,2351,3360.51%+101
VANGUARD INDEX FDS5,1175,11701,2801,3680.52%+88
INVESCO EXCHANGE TRADED FD T
S&P500 EQL TEC
75,88275,88202,7822,8611.10%+79
ISHARES TR16,49016,49001,0101,0720.41%+62
VANGUARD INDEX FDS2,1682,16805255720.22%+47
META PLATFORMS INC(META)66966903373830.15%+46
ISHARES TR13,74813,74801,2721,3160.50%+44
VANGUARD WORLD FD
INDUSTRIAL ETF
1,3441,34403163500.13%+33
VANGUARD INDEX FDS1,5991,59902412680.10%+28
VANGUARD INDEX FDS1,7391,73903994230.16%+24
ISHARES TR1,3121,31202662900.11%+24
FIRST TR EXCHANGE TRADED FD
CONSUMR DISCRE
4,4584,45802672820.11%+15
NUVEEN QUALITY MUNCP INCOME(NAD)15,00015,00001761860.07%+10
UBER TECHNOLOGIES INC(UBER)3,6753,67502672760.11%+9
MICROSOFT CORP(MSFT)94294204214050.16%-16
SELECT SECTOR SPDR TR
ST STR TECHN ETF
38,95138,95108,8128,7943.37%-18
NVIDIA CORPORATION(NVDA)9,7309,73001,2021,1820.45%-20
AMAZON COM INC(AMZN)3,3353,33506446210.24%-23
ALPHABET INC(GOOG)2,8202,82005144680.18%-46
GRAYSCALE BITCOIN TR BTC(GBTC)27,11727,11701,4441,3690.53%-74
VANGUARD INTL EQUITY INDEX F6,4514,333-2,1182822070.08%-75
LAM RESEARCH CORP(LRCX)2400-2402560-256
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