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KPP

Kings Path Partners Portfolio holdings

AUM $376M
1-Year Est. Return 19%
This Fund
S&P 500
This Quarter Est. Return
+0.82%
1 Year Est. Return
+19%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$285M
AUM Growth
$0
Cap. Flow
$0
Cap. Flow %
0%
Top 10 Hldgs %
57.63%
Holding
296
New
1
Increased
–
Reduced
–
Closed
1

Top Buys

No buys this quarter

Top Sells

Rank Stock Value
1
TFIN icon
Triumph Financial Inc
TFIN
+$351K

Sector Composition

Rank Sector Weight
1 Healthcare 2.18%
2 Financials 2.04%
3 Energy 1.58%
4 Technology 1.33%
5 Consumer Discretionary 1.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CVS icon
251
CVS Health
CVS
$137B
$3.97K ﹤0.01%
50
– –
FIG
252
Figma
FIG
$11.2B
$3.74K ﹤0.01%
100
– –
EURL icon
253
Direxion Daily FTSE Europe Bull 3x ETF
EURL
$50M
$3.42K ﹤0.01%
83
– –
UPRO icon
254
ProShares UltraPro S&P 500
UPRO
$5.1B
$3.01K ﹤0.01%
26
– –
ALL icon
255
Allstate
ALL
$66.9B
$2.29K ﹤0.01%
11
– –
ESAB icon
256
ESAB
ESAB
$5.25B
$2.12K ﹤0.01%
19
– –
VXUS icon
257
Vanguard Total International Stock ETF
VXUS
$153B
$2.11K ﹤0.01%
28
– –
DG icon
258
Dollar General
DG
$25.9B
$1.99K ﹤0.01%
15
– –
FVRR icon
259
Fiverr
FVRR
$376M
$1.98K ﹤0.01%
100
– –
ROST icon
260
Ross Stores
ROST
$76.6B
$1.8K ﹤0.01%
10
– –
GEHC icon
261
GE HealthCare
GEHC
$27.6B
$1.72K ﹤0.01%
21
– –
TYD icon
262
Direxion Daily 7-10 Year Treasury Bull 3X ETF
TYD
$31.7M
$1.55K ﹤0.01%
61
– –
SANM icon
263
Sanmina
SANM
$11.2B
$1.5K ﹤0.01%
10
– –
CIFR icon
264
Cipher Digital
CIFR
$9.47B
$1.48K ﹤0.01%
100
– –
TMF icon
265
Direxion Daily 20+ Year Treasury Bull 3X ETF
TMF
$2.22B
$1.46K ﹤0.01%
39
– –
AGQ icon
266
ProShares Ultra Silver
AGQ
$1.16B
$1.4K ﹤0.01%
9
– –
INTC icon
267
Intel
INTC
$466B
$1.36K ﹤0.01%
37
– –
FWONA icon
268
Liberty Media Series A
FWONA
$22.3B
$1.25K ﹤0.01%
14
– –
TFC icon
269
Truist Financial
TFC
$63.2B
$1.23K ﹤0.01%
25
– –
ANGX
270
Angel Studios
ANGX
$755M
$1.22K ﹤0.01%
262
– –
UGL icon
271
ProShares Ultra Gold
UGL
$650M
$1.05K ﹤0.01%
19
– –
SOUN icon
272
SoundHound AI
SOUN
$2.68B
$997 ﹤0.01%
100
– –
URTY icon
273
ProShares UltraPro Russell2000
URTY
$323M
$957 ﹤0.01%
18
– –
FSMD icon
274
Fidelity Small-Mid Multifactor ETF
FSMD
$2.51B
$884 ﹤0.01%
20
– –
EMB icon
275
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.9B
$867 ﹤0.01%
9
– –
8 9 10
11
12

Similar funds

AIM
Access Investment Management Atlanta, Georgia $376M AUM 17.2% 1-Year Est. Return
MWM
McMill Wealth Management Norfolk, Nebraska $376M AUM 14.46% 1-Year Est. Return
JIC
JRM Investment Counsel Omaha, Nebraska $375M AUM 13.43% 1-Year Est. Return
DA
DCF Advisers Greenwich, Connecticut $375M AUM 72.65% 1-Year Est. Return
CIM
CIM Investment Management Pittsburgh, Pennsylvania $375M AUM 32.03% 1-Year Est. Return
EFP
EnRich Financial Partners Madison, Wisconsin $377M AUM 17.29% 1-Year Est. Return
SPWM
Straight Path Wealth Management Jenison, Michigan $374M AUM 22.6% 1-Year Est. Return
BTD
BankPlus Trust Department Jackson, Mississippi $374M AUM 18.54% 1-Year Est. Return

Kings Path Partners's Q1 2026 Portfolio in Review

As of Q1 2026, Kings Path Partners held 296 positions worth $285M, unchanged from the previous quarter. Its ten largest holdings account for 58% of the portfolio.

Trading was light in Q1 2026: portfolio turnover was 0.68%. Kings Path Partners opened 1 new position and exited 1, leaving the 296-position portfolio largely intact.

By sector, the portfolio is most concentrated in Healthcare at 2.2% of assets, unchanged from a quarter earlier, followed by Financials and Energy.

  • Kings Path Partners fully exited Triumph Financial Inc in Q1 2026, selling an estimated $351K.
  • Kings Path Partners's ten largest holdings make up 58% of its $285M portfolio in Q1 2026.
  • Kings Path Partners opened 1 new position and closed 1 in Q1 2026.
  • Kings Path Partners's portfolio value was unchanged quarter-over-quarter at $285M.

Based on Kings Path Partners's 13F filing for Q1 2026, filed 14 Jul 2026.