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KWM

Kingsman Wealth Management Portfolio holdings

AUM $214M
1-Year Est. Return 46.9%
This Fund
S&P 500
This Quarter Est. Return
+31.05%
1 Year Est. Return
+46.9%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$214M
AUM Growth
+$35.4M
Cap. Flow
+$4M
Cap. Flow %
1.87%
Top 10 Hldgs %
57.15%
Holding
83
New
13
Increased
30
Reduced
32
Closed
7

Top Buys

Rank Stock Value
1
STX icon
Seagate
STX
+$3.18M
2
PWR icon
Quanta Services
PWR
+$2.81M
3
LRCX icon
Lam Research
LRCX
+$2.35M
4
TSM icon
TSMC
TSM
+$1.96M
5
CRWD icon
CrowdStrike
CRWD
+$1.65M

Top Sells

Rank Stock Value
1
RTX icon
RTX Corp
RTX
+$6.51M
2
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.49M
3
JNJ icon
Johnson & Johnson
JNJ
+$1.66M
4
ROST icon
Ross Stores
ROST
+$1.6M
5
BA icon
Boeing
BA
+$1.56M

Sector Composition

Rank Sector Weight
1 Technology 41.25%
2 Industrials 18.4%
3 Consumer Discretionary 7.89%
4 Financials 7.56%
5 Communication Services 6.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CDNS icon
76
Cadence Design Systems
CDNS
$90B
$206K 0.1%
+550
New +$193K
BKR icon
77
Baker Hughes
BKR
$56.8B
– –
-3,346
Closed -$204K
BSX icon
78
Boston Scientific
BSX
$65.8B
– –
-3,537
Closed -$222K
NEM icon
79
Newmont
NEM
$99.5B
– –
-2,513
Closed -$272K
NOC icon
80
Northrop Grumman
NOC
$77B
– –
-296
Closed -$202K
PH icon
81
Parker-Hannifin
PH
$125B
– –
-1,220
Closed -$1.09M
SAN icon
82
Banco Santander
SAN
$194B
– –
-12,700
Closed -$143K
UBER icon
83
Uber
UBER
$134B
– –
-3,157
Closed -$227K
1 2 3
4

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SIA
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FCM
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CCM
Conway Capital Management Burbank, California $214M AUM 22.99% 1-Year Est. Return
LWM
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WA
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IH
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Kingsman Wealth Management's Q2 2026 Portfolio in Review

As of Q2 2026, Kingsman Wealth Management held 83 positions worth $214M, up 20% from $178M the previous quarter. Its ten largest holdings account for 57% of the portfolio.

Kingsman Wealth Management's Q2 2026 filing shows 13 new, 30 increased, 32 reduced and 7 closed positions. Its largest new stake was Quanta Services: 4,115 shares worth $2.96M. The largest sale was RTX Corp, an estimated $6.51M.

By sector, the portfolio is most concentrated in Technology at 41% of assets, up from 32% a quarter earlier, followed by Industrials and Consumer Discretionary.

  • Kingsman Wealth Management's largest Q2 2026 buy was Quanta Services: 4,115 shares worth $2.96M.
  • Kingsman Wealth Management added most to Seagate in Q2 2026, an estimated $3.18M increase.
  • Kingsman Wealth Management's biggest Q2 2026 reduction was RTX Corp, cutting an estimated $6.51M.
  • Kingsman Wealth Management fully exited Parker-Hannifin in Q2 2026, selling an estimated $1.09M.
  • Kingsman Wealth Management's ten largest holdings make up 57% of its $214M portfolio in Q2 2026.
  • Kingsman Wealth Management opened 13 new positions and closed 7 in Q2 2026.
  • Kingsman Wealth Management's portfolio value rose 20% quarter-over-quarter to $214M.

Based on Kingsman Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.