Kaizen Financial Strategies’s United States Lime & Minerals USLM Stock Holding History

Kaizen Financial Strategies’s Portfolio USLM Stock Details USLM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$525K	Hold	4,953	–	–	0.17%	90
2026 Q1	$662K	Sell	4,953 -25	-0.5%	-$3K	0.28%	71
2025 Q4	$596K	Sell	4,978 -425	-8%	-$52.7K	0.26%	68
2025 Q3	$618K	Sell	5,403 -588	-10%	-$67.9K	0.28%	68
2025 Q2	$598K	Buy	5,991 +100	+2%	+$9.77K	0.3%	66
2025 Q1	$521K	Buy	5,891 +433	+8%	+$45K	0.3%	61
2024 Q4	$724K	Sell	5,458 -220	-4%	-$27.9K	0.41%	41
2024 Q3	$555K	Sell	5,678 -22,872	-80%	-$1.84M	0.32%	54
2024 Q2	$471K	Buy	+28,550	New	+$1.9M	0.29%	54

Other funds holding USLM

CCMINC

Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $826M AUM 32.06% 1-Year Est. Return

DCM

Davidson Capital Management Corpus Christi, Texas $624M AUM 29.17% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

NSIM

North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return

LTAS

Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return

SIC

Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return

AIS

AM Investment Strategies Chattanooga, Tennessee $521M AUM 33.22% 1-Year Est. Return

JIR

James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Kaizen Financial Strategies's USLM Position: Q2 2026 in Review

Kaizen Financial Strategies held its United States Lime & Minerals (USLM) position steady in Q2 2026 at 4,953 shares worth $525K. The position accounts for 0.17% of the portfolio, ranked #90.

Kaizen Financial Strategies first reported a position in USLM in Q2 2024 and has held it in 9 quarters since. The position peaked at $724K in Q4 2024. 58 funds tracked by Wall St. Rank hold USLM as of Q2 2026.

Kaizen Financial Strategies held 4,953 shares of United States Lime & Minerals worth $525K as of Q2 2026.
Kaizen Financial Strategies left its United States Lime & Minerals share count unchanged in Q2 2026.
United States Lime & Minerals made up 0.17% of Kaizen Financial Strategies's portfolio in Q2 2026, its #90 holding.
Kaizen Financial Strategies first reported a position in United States Lime & Minerals in Q2 2024 and has held it in 9 quarters since.
Kaizen Financial Strategies's United States Lime & Minerals position peaked at $724K in Q4 2024.
58 funds tracked by Wall St. Rank held United States Lime & Minerals as of Q2 2026.

Based on Kaizen Financial Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.