KOTLER KEVIN
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Dec 31, 2025, never from the firm's own description.
Closest benchmark: the S&P 500 as of 2025-12-31, active share 97.6%; sector active share 82.9% against the combined 13F book's sector weights.
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
36 tracked positions Β· as of Dec 31, 2025Sector Breakdown
As of Dec 31, 2025| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 68.7% | $269,630,009 |
| Healthcare | 29.2% | $114,589,493 |
| Industrials | 1.5% | $5,815,947 |
| Consumer Cyclical | 0.6% | $2,269,540 |
| Financial Services | 0.1% | $241,560 |
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
PUT
|
First | 350,000 | $238,672,000 | 60.80% | |
| QQQ |
Invesco Qqq Trust, Series 1
PUT
|
First | 50,000 | $30,715,500 | 7.82% | |
| ANGO |
Angiodynamics Inc
Healthcare
|
First | 1,713,789 | $22,005,050 | 5.61% | |
| AUPH |
Aurinia Pharmaceuticals Inc.
Healthcare
|
First | 1,224,846 | $19,536,293 | 4.98% | |
| OMER |
Omeros Corp
CALL
+ SHARES
Healthcare
|
First | 1,124,335 | $19,316,075 | 4.92% | |
| NPCE |
NeuroPace Inc
Healthcare
|
First | 631,468 | $9,749,865 | 2.48% | |
| MDWD |
MediWound Ltd.
Healthcare
|
First | 337,236 | $6,225,375 | 1.59% | |
| AXGN |
Axogen, Inc.
Healthcare
|
First | 168,000 | $5,498,640 | 1.40% | |
| IART |
Integra Lifesciences Holdings Corp
Healthcare
|
First | 427,445 | $5,308,866 | 1.35% | |
| ACRS |
Aclaris Therapeutics, Inc.
Healthcare
|
First | 1,705,929 | $5,134,846 | 1.31% | |
| EVTL |
Vertical Aerospace Ltd.
Industrials
|
First | 939,705 | $5,008,627 | 1.28% | |
| OSUR |
Orasure Technologies Inc
Healthcare
|
First | 1,801,446 | $4,359,499 | 1.11% | |
| LKFT |
Lakefront Biotherapeutics NV
Healthcare
|
First | 90,000 | $2,943,000 | 0.75% | |
| LLY |
ELI LILLY & Co
Healthcare
|
First | 2,000 | $2,149,360 | 0.55% | |
| CERS |
Cerus Corp
Healthcare
|
First | 1,011,614 | $2,083,924 | 0.53% | |
| NKE |
NIKE, Inc.
Consumer Cyclical
|
First | 32,000 | $2,038,720 | 0.52% | |
| TECX |
Tectonic Therapeutic, Inc.
Healthcare
|
First | 80,000 | $1,668,800 | 0.43% | |
| CLYM |
Climb Bio, Inc.
Healthcare
|
First | 400,000 | $1,600,000 | 0.41% | |
| TMCI |
Treace Medical Concepts, Inc.
Healthcare
|
First | 474,365 | $1,162,194 | 0.30% | |
| TLSI |
TriSalus Life Sciences, Inc.
Healthcare
|
First | 145,200 | $1,013,496 | 0.26% | |
| DXCM |
Dexcom Inc
Healthcare
|
First | 15,000 | $995,550 | 0.25% | |
| VNDA |
Vanda Pharmaceuticals Inc.
Healthcare
|
First | 100,000 | $882,000 | 0.22% | |
| ALGN |
Align Technology Inc
Healthcare
|
First | 4,359 | $680,657 | 0.17% | |
| OKUR |
OnKure Therapeutics, Inc.
Healthcare
|
First | 197,691 | $573,303 | 0.15% | |
| GE |
General Electric Co
Industrials
|
First | 1,468 | $452,188 | 0.12% | |
| LUNG |
Pulmonx Corp
Healthcare
|
First | 200,000 | $442,000 | 0.11% | |
| PTCT |
Ptc Therapeutics, Inc.
Healthcare
|
First | 5,000 | $379,800 | 0.10% | |
| DY |
Dycom Industries Inc
Industrials
|
First | 1,051 | $355,132 | 0.09% | |
| TAK |
Takeda Pharmaceutical Co Ltd
Healthcare
|
First | 20,000 | $311,800 | 0.08% | |
| BBNX |
Beta Bionics, Inc.
Healthcare
|
First | 8,216 | $250,341 | 0.06% | |
| IHI |
iShares U.S. Medical Devices ETF
|
First | 3,902 | $242,509 | 0.06% | |
| BAC |
Bank Of America Corp
Financial Services
|
First | 4,392 | $241,560 | 0.06% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
First | 1,000 | $230,820 | 0.06% | |
| ELAN |
Elanco Animal Health Inc
Healthcare
|
First | 9,072 | $205,299 | 0.05% | |
| PLRX |
Pliant Therapeutics, Inc.
Healthcare
|
First | 93,000 | $113,460 | 0.03% | |
|
|
First | 1,620,743 | $0 | 0.00% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage β preferred shares, bonds, warrants, untracked share classes β so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.