KENNICOTT CAPITAL MANAGEMENT LLC Concentrated Active

CIK: 0001863265 · Show all filings

Period: Q2 2021 (← Previous) (Next →)

Filing Date: Jul 13, 2021

Total Value ($000): $134,505 (100.0% shares, 0.0% debt)

Holdings (46)

QQQ INVESCO QQQ TR 16.1%
Value ($000) $21,608 Shares 60,965 Est. Cost $321.27 Unrealized
SPY SPDR S&P 500 ETF TR 10.8%
Value ($000) $14,593 Shares 34,090 Est. Cost $397.31 Unrealized
VV VANGUARD INDEX FDS 10.0%
Value ($000) $13,494 Shares 67,219 Est. Cost $185.30 Unrealized
VUG VANGUARD INDEX FDS 7.9%
Value ($000) $10,661 Shares 37,172 Est. Cost $257.05 Unrealized
IVV ISHARES TR 5.1%
Value ($000) $6,799 Shares 15,814 Est. Cost $397.84 Unrealized
XLY SELECT SECTOR SPDR TR 4.3%
Value ($000) $5,718 Shares 32,024 Est. Cost $169.12 Unrealized
XLK SELECT SECTOR SPDR TR 4.2%
Value ($000) $5,588 Shares 37,843 Est. Cost $133.11 Unrealized
MINT PIMCO ETF TR 4.1%
Value ($000) $5,521 Shares 54,147 Est. Cost $101.92 Unrealized
VTI VANGUARD INDEX FDS 3.4%
Value ($000) $4,603 Shares 20,659 Est. Cost $207.30 Unrealized
VB VANGUARD INDEX FDS 2.7%
Value ($000) $3,641 Shares 16,164 Est. Cost $214.05 Unrealized
XLI SELECT SECTOR SPDR TR 2.7%
Value ($000) $3,639 Shares 35,539 Est. Cost $98.70 Unrealized
XLV SELECT SECTOR SPDR TR 2.3%
Value ($000) $3,094 Shares 24,563 Est. Cost $119.27 Unrealized
RSPT INVESCO EXCHANGE TRADED FD T 2.1%
Value ($000) $2,818 Shares 9,715 Est. Cost $269.84 Unrealized
ANNALY CAPITAL MANAGEMENT IN 1.9%
Value ($000) $2,557 Shares 287,929 Est. Cost $8.60 Unrealized
VTV VANGUARD INDEX FDS 1.8%
Value ($000) $2,458 Shares 17,882 Est. Cost $131.46 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 1.7%
Value ($000) $2,280 Shares 15,126 Est. Cost $144.34 Unrealized
VBK VANGUARD INDEX FDS 1.5%
Value ($000) $2,059 Shares 7,107 Est. Cost $274.59 Unrealized
AGNC AGNC INVT CORP 1.4%
Value ($000) $1,899 Shares 112,454 Est. Cost $16.76 Unrealized
BXMT BLACKSTONE MTG TR INC 1.4%
Value ($000) $1,821 Shares 57,098 Est. Cost $31.89 Unrealized
XLF SELECT SECTOR SPDR TR 1.3%
Value ($000) $1,694 Shares 46,167 Est. Cost $34.88 Unrealized
IWO ISHARES TR 1.2%
Value ($000) $1,558 Shares 5,000 Est. Cost $300.80 Unrealized
AAPL APPLE INC 1.1%
Value ($000) $1,479 Shares 10,796 Est. Cost $125.06 Unrealized +1.1%
FXD FIRST TR EXCHANGE TRADED FD 1.0%
Value ($000) $1,315 Shares 21,658 Est. Cost $59.47 Unrealized
RNG RINGCENTRAL INC 0.9%
Value ($000) $1,246 Shares 4,288 Est. Cost $367.69 Unrealized -22.4%
PCEF INVESCO EXCH TRADED FD TR II 0.8%
Value ($000) $1,060 Shares 43,266 Est. Cost $23.43 Unrealized
IVW ISHARES TR 0.7%
Value ($000) $1,000 Shares 13,748 Est. Cost $65.10 Unrealized
IYR ISHARES TR 0.7%
Value ($000) $993 Shares 9,742 Est. Cost $101.93 Unrealized
QQQM INVESCO EXCH TRADED FD TR II 0.6%
Value ($000) $863 Shares 5,922 Est. Cost $145.73 Unrealized
MDT MEDTRONIC PLC 0.6%
Value ($000) $805 Shares 2,949 Est. Cost $109.50 Unrealized 0.0%
NUVEEN CA QUALTY MUN INCOME 0.6%
Value ($000) $801 Shares 50,521 Est. Cost $15.12 Unrealized
PINS PINTEREST INC 0.5%
Value ($000) $679 Shares 8,598 Est. Cost $74.16 Unrealized -6.0%
IWM ISHARES TR 0.5%
Value ($000) $613 Shares 2,670 Est. Cost $220.84 Unrealized
XLP SELECT SECTOR SPDR TR 0.4%
Value ($000) $520 Shares 7,437 Est. Cost $68.32 Unrealized
AMZN AMAZON COM INC 0.4%
Value ($000) $519 Shares 151 Est. Cost $158.51 Unrealized +4.8%
VO VANGUARD INDEX FDS 0.4%
Value ($000) $517 Shares 2,178 Est. Cost $221.41 Unrealized
TIP ISHARES TR 0.3%
Value ($000) $459 Shares 3,589 Est. Cost $125.51 Unrealized
XLC SELECT SECTOR SPDR TR 0.3%
Value ($000) $436 Shares 5,389 Est. Cost $75.46 Unrealized
SHY ISHARES TR 0.3%
Value ($000) $429 Shares 4,976 Est. Cost $86.24 Unrealized
VOT VANGUARD INDEX FDS 0.3%
Value ($000) $411 Shares 1,739 Est. Cost $214.49 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.3%
Value ($000) $375 Shares 6,906 Est. Cost $52.02 Unrealized
UBER UBER TECHNOLOGIES INC 0.3%
Value ($000) $368 Shares 7,349 Est. Cost $55.80 Unrealized -6.4%
XLB SELECT SECTOR SPDR TR 0.3%
Value ($000) $366 Shares 4,449 Est. Cost $78.89 Unrealized
BKLN INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $334 Shares 15,069 Est. Cost $22.10 Unrealized
VXF VANGUARD INDEX FDS 0.2%
Value ($000) $326 Shares 1,728 Est. Cost $177.08 Unrealized
VOE VANGUARD INDEX FDS 0.2%
Value ($000) $269 Shares 1,916 Est. Cost $134.66 Unrealized
VGT VANGUARD WORLD FDS 0.2%
Value ($000) $219 Shares 550 Est. Cost $398.18 Unrealized