KENNICOTT CAPITAL MANAGEMENT LLC Concentrated Active

CIK: 0001863265 · Show all filings

Period: Q1 2022 (← Previous) (Next →)

Filing Date: Apr 26, 2022

Total Value ($000): $173,236 (100.0% shares, 0.0% debt)

Holdings (45)

SPY SPDR S&P 500 ETF TR 21.9%
Value ($000) $37,992 Shares 84,121 Est. Cost $436.23 Unrealized
QQQ INVESCO QQQ TR 13.5%
Value ($000) $23,427 Shares 64,620 Est. Cost $329.24 Unrealized
IVV ISHARES TR 8.7%
Value ($000) $15,135 Shares 33,360 Est. Cost $427.06 Unrealized
VV VANGUARD INDEX FDS 8.6%
Value ($000) $14,892 Shares 71,428 Est. Cost $187.13 Unrealized
VUG VANGUARD INDEX FDS 7.1%
Value ($000) $12,298 Shares 42,762 Est. Cost $262.25 Unrealized
FLRN SPDR SER TR 4.7%
Value ($000) $8,076 Shares 264,871 Est. Cost $30.59 Unrealized
XLY SELECT SECTOR SPDR TR 3.7%
Value ($000) $6,456 Shares 34,895 Est. Cost $170.99 Unrealized
XLK SELECT SECTOR SPDR TR 3.5%
Value ($000) $6,084 Shares 38,283 Est. Cost $133.62 Unrealized
XLV SELECT SECTOR SPDR TR 2.6%
Value ($000) $4,566 Shares 33,334 Est. Cost $124.68 Unrealized
XLI SELECT SECTOR SPDR TR 2.5%
Value ($000) $4,307 Shares 41,825 Est. Cost $99.80 Unrealized
VTI VANGUARD INDEX FDS 2.4%
Value ($000) $4,189 Shares 18,400 Est. Cost $207.52 Unrealized
XLF SELECT SECTOR SPDR TR 2.2%
Value ($000) $3,842 Shares 100,248 Est. Cost $36.85 Unrealized
VB VANGUARD INDEX FDS 1.9%
Value ($000) $3,343 Shares 15,730 Est. Cost $214.05 Unrealized
VTV VANGUARD INDEX FDS 1.5%
Value ($000) $2,655 Shares 17,967 Est. Cost $132.90 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 1.5%
Value ($000) $2,618 Shares 16,602 Est. Cost $145.01 Unrealized
RSPT INVESCO EXCHANGE TRADED FD T 1.4%
Value ($000) $2,476 Shares 8,562 Est. Cost $270.75 Unrealized
AAPL APPLE INC 1.1%
Value ($000) $1,888 Shares 10,810 Est. Cost $133.43 Unrealized +23.5%
RBLX ROBLOX CORP 1.1%
Value ($000) $1,850 Shares 40,000 Est. Cost $97.14 Unrealized -37.9%
VBK VANGUARD INDEX FDS 0.7%
Value ($000) $1,284 Shares 5,173 Est. Cost $272.76 Unrealized
IWO ISHARES TR 0.7%
Value ($000) $1,256 Shares 4,912 Est. Cost $300.80 Unrealized
QQQM INVESCO EXCH TRADED FD TR II 0.6%
Value ($000) $1,112 Shares 7,468 Est. Cost $146.38 Unrealized
IYR ISHARES TR 0.6%
Value ($000) $1,054 Shares 9,742 Est. Cost $101.93 Unrealized
IVW ISHARES TR 0.6%
Value ($000) $1,050 Shares 13,748 Est. Cost $65.10 Unrealized
DOCS DOXIMITY INC 0.6%
Value ($000) $1,042 Shares 20,000 Est. Cost $65.10 Unrealized -22.7%
MDT MEDTRONIC PLC 0.5%
Value ($000) $852 Shares 2,949 Est. Cost $109.50 Unrealized -14.5%
CHIMERA INVT CORP 0.5%
Value ($000) $826 Shares 32,969 Est. Cost $25.05 Unrealized
BKLN INVESCO EXCH TRADED FD TR II 0.5%
Value ($000) $796 Shares 36,586 Est. Cost $22.11 Unrealized
SRLN SSGA ACTIVE ETF TR 0.4%
Value ($000) $715 Shares 15,907 Est. Cost $45.64 Unrealized
XLP SELECT SECTOR SPDR TR 0.4%
Value ($000) $672 Shares 8,860 Est. Cost $69.61 Unrealized
FXD FIRST TR EXCHANGE TRADED FD 0.3%
Value ($000) $601 Shares 11,033 Est. Cost $59.47 Unrealized
VO VANGUARD INDEX FDS 0.3%
Value ($000) $551 Shares 2,315 Est. Cost $222.38 Unrealized
IWM ISHARES TR 0.3%
Value ($000) $539 Shares 2,627 Est. Cost $220.84 Unrealized
SPYG SPDR SER TR 0.3%
Value ($000) $508 Shares 7,675 Est. Cost $63.97 Unrealized
AMZN AMAZON COM INC 0.3%
Value ($000) $492 Shares 151 Est. Cost $158.01 Unrealized -2.2%
NUVEEN CALIFORNIA AMT QLT MU 0.3%
Value ($000) $482 Shares 35,537 Est. Cost $13.56 Unrealized
TIP ISHARES TR 0.3%
Value ($000) $476 Shares 3,821 Est. Cost $125.74 Unrealized
XLB SELECT SECTOR SPDR TR 0.2%
Value ($000) $421 Shares 4,780 Est. Cost $79.70 Unrealized
VOT VANGUARD INDEX FDS 0.2%
Value ($000) $387 Shares 1,739 Est. Cost $214.49 Unrealized
XLC SELECT SECTOR SPDR TR 0.2%
Value ($000) $385 Shares 5,601 Est. Cost $75.54 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $299 Shares 6,473 Est. Cost $50.99 Unrealized
VOE VANGUARD INDEX FDS 0.2%
Value ($000) $287 Shares 1,916 Est. Cost $134.66 Unrealized
VXF VANGUARD INDEX FDS 0.2%
Value ($000) $286 Shares 1,728 Est. Cost $177.08 Unrealized
NUVEEN CA QUALTY MUN INCOME 0.2%
Value ($000) $278 Shares 21,176 Est. Cost $15.12 Unrealized
UBER UBER TECHNOLOGIES INC 0.2%
Value ($000) $262 Shares 7,349 Est. Cost $55.80 Unrealized -35.6%
VGT VANGUARD WORLD FDS 0.1%
Value ($000) $229 Shares 550 Est. Cost $398.18 Unrealized