KENNICOTT CAPITAL MANAGEMENT LLC Concentrated Active

CIK: 0001863265 · Show all filings

Period: Q3 2024 (← Previous) (Next →)

Filing Date: Oct 21, 2024

Total Value ($000): $260,745 (100.0% shares, 0.0% debt)

Holdings (44)

SPY SPDR S&P 500 ETF TR 27.1%
Value ($000) $70,588 Shares 123,027 Est. Cost $248.67 Unrealized
QQQ INVESCO QQQ TR 22.8%
Value ($000) $59,378 Shares 121,659 Est. Cost $216.20 Unrealized
VV VANGUARD INDEX FDS 8.6%
Value ($000) $22,502 Shares 85,465 Est. Cost $123.18 Unrealized
VUG VANGUARD INDEX FDS 6.0%
Value ($000) $15,574 Shares 40,564 Est. Cost $148.46 Unrealized
RBLX ROBLOX CORP 5.2%
Value ($000) $13,521 Shares 305,484 Est. Cost $42.49 Unrealized -1.8%
IVV ISHARES TR 3.7%
Value ($000) $9,572 Shares 16,594 Est. Cost $257.31 Unrealized
XLK SELECT SECTOR SPDR TR 3.4%
Value ($000) $8,794 Shares 38,951 Est. Cost $85.68 Unrealized
XLI SELECT SECTOR SPDR TR 2.1%
Value ($000) $5,568 Shares 41,113 Est. Cost $64.28 Unrealized
XLV SELECT SECTOR SPDR TR 2.1%
Value ($000) $5,505 Shares 35,744 Est. Cost $80.39 Unrealized
VTI VANGUARD INDEX FDS 2.1%
Value ($000) $5,368 Shares 18,958 Est. Cost $117.45 Unrealized
XLY SELECT SECTOR SPDR TR 1.7%
Value ($000) $4,372 Shares 21,818 Est. Cost $93.76 Unrealized
XLF SELECT SECTOR SPDR TR 1.5%
Value ($000) $3,844 Shares 84,820 Est. Cost $26.44 Unrealized
VTV VANGUARD INDEX FDS 1.4%
Value ($000) $3,578 Shares 20,496 Est. Cost $75.12 Unrealized
AAPL APPLE INC 1.3%
Value ($000) $3,441 Shares 14,767 Est. Cost $161.49 Unrealized +37.4%
VB VANGUARD INDEX FDS 1.2%
Value ($000) $3,254 Shares 13,719 Est. Cost $115.26 Unrealized
RSPT INVESCO EXCHANGE TRADED FD T 1.1%
Value ($000) $2,861 Shares 75,882 Est. Cost $67.78 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.8%
Value ($000) $2,168 Shares 12,103 Est. Cost $81.59 Unrealized
SPYM SPDR SER TR 0.8%
Value ($000) $2,045 Shares 30,288 Est. Cost $67.51 Unrealized
VFH VANGUARD WORLD FD 0.6%
Value ($000) $1,595 Shares 14,510 Est. Cost $43.53 Unrealized
VCR VANGUARD WORLD FD 0.6%
Value ($000) $1,467 Shares 4,308 Est. Cost $141.29 Unrealized
GBTC GRAYSCALE BITCOIN TR BTC 0.5%
Value ($000) $1,369 Shares 27,117 Est. Cost $63.17 Unrealized
VBK VANGUARD INDEX FDS 0.5%
Value ($000) $1,368 Shares 5,117 Est. Cost $141.97 Unrealized
XLP SELECT SECTOR SPDR TR 0.5%
Value ($000) $1,355 Shares 16,321 Est. Cost $54.53 Unrealized
IWO ISHARES TR 0.5%
Value ($000) $1,336 Shares 4,703 Est. Cost $159.94 Unrealized
IVW ISHARES TR 0.5%
Value ($000) $1,316 Shares 13,748 Est. Cost $36.15 Unrealized
NVDA NVIDIA CORPORATION 0.5%
Value ($000) $1,182 Shares 9,730 Est. Cost $95.58 Unrealized +23.5%
IYH ISHARES TR 0.4%
Value ($000) $1,072 Shares 16,490 Est. Cost $61.90 Unrealized
DOCS DOXIMITY INC 0.3%
Value ($000) $871 Shares 20,000 Est. Cost $43.90 Unrealized -24.0%
AMZN AMAZON COM INC 0.2%
Value ($000) $621 Shares 3,335 Est. Cost $121.82 Unrealized +49.8%
VO VANGUARD INDEX FDS 0.2%
Value ($000) $572 Shares 2,168 Est. Cost $122.64 Unrealized
SRLN SSGA ACTIVE ETF TR 0.2%
Value ($000) $500 Shares 11,983 Est. Cost $41.76 Unrealized
BKLN INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $497 Shares 23,653 Est. Cost $21.01 Unrealized
GOOGL ALPHABET INC 0.2%
Value ($000) $468 Shares 2,820 Est. Cost $117.83 Unrealized +41.5%
VOT VANGUARD INDEX FDS 0.2%
Value ($000) $423 Shares 1,739 Est. Cost $117.22 Unrealized
MSFT MICROSOFT CORP 0.2%
Value ($000) $405 Shares 942 Est. Cost $417.26 Unrealized +1.4%
META META PLATFORMS INC 0.1%
Value ($000) $383 Shares 669 Est. Cost $443.21 Unrealized +15.5%
VIS VANGUARD WORLD FD 0.1%
Value ($000) $350 Shares 1,344 Est. Cost $98.14 Unrealized
IWM ISHARES TR 0.1%
Value ($000) $290 Shares 1,312 Est. Cost $115.24 Unrealized
FXD FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $282 Shares 4,458 Est. Cost $32.09 Unrealized
UBER UBER TECHNOLOGIES INC 0.1%
Value ($000) $276 Shares 3,675 Est. Cost $52.31 Unrealized +34.6%
VOE VANGUARD INDEX FDS 0.1%
Value ($000) $268 Shares 1,599 Est. Cost $75.64 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $207 Shares 4,333 Est. Cost $26.73 Unrealized
NUVEEN QUALITY MUNCP INCOME 0.1%
Value ($000) $186 Shares 15,000 Est. Cost $11.46 Unrealized
GRAYSCALE BITCOIN MINI TR BT 0.1%
Value ($000) $153 Shares 27,116 Est. Cost $5.63 Unrealized