Kirkwood Financial Services
Clone Performance
Aug 2026–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends. Captured split ratios restate closes onto one basis; only an unusable ratio can exclude earlier closes for that listing. It tracks 100% of reported value on average across 1 quarter. Past performance does not predict future results.
Portfolio Concentration
15 tracked positions · as of Jun 30, 2026Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 95.0% | $139,356,167 |
| Technology | 2.4% | $3,556,794 |
| Financial Services | 0.8% | $1,223,237 |
| Energy | 0.6% | $875,281 |
| Communication Services | 0.5% | $772,292 |
| Industrials | 0.3% | $479,637 |
| Consumer Cyclical | 0.3% | $366,805 |
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
First | 117,959 | $88,088,242 | 60.08% | |
| DIA |
Spdr Dow Jones Industrial Average ETF Trust
|
First | 65,577 | $34,256,769 | 23.36% | |
| AFGR |
First Trust Active Factor Large Cap Growth ETF
|
First | 364,178 | $13,307,064 | 9.08% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
First | 5,030 | $3,704,092 | 2.53% | |
| AAPL |
Apple Inc.
Technology
|
First | 7,988 | $2,311,407 | 1.58% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
First | 14,802 | $1,223,237 | 0.83% | |
| NVDA |
Nvidia Corp
Technology
|
First | 4,317 | $863,788 | 0.59% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
First | 2,168 | $772,292 | 0.53% | |
| MSFT |
Microsoft Corp
Technology
|
First | 1,023 | $381,599 | 0.26% | |
| CVX |
Chevron Corp
Energy
|
First | 2,288 | $379,258 | 0.26% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
First | 1,539 | $366,805 | 0.25% | |
| MPC |
Marathon Petroleum Corp
Energy
|
First | 1,000 | $255,670 | 0.17% | |
| CSX |
Csx Corp
Industrials
|
First | 5,095 | $242,165 | 0.17% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
First | 1,758 | $240,353 | 0.16% | |
| CAT |
Caterpillar Inc
Industrials
|
First | 223 | $237,472 | 0.16% |
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 — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.