Kaizen Financial Strategies

CIK

1842013

Location

CAMPBELL, CA

Portfolio Value

Small $102,378,832

Diversification

Diversified

Filing Date

Global Rank

#5,313 / 8,232 ▲ 179

Top Industry

Semiconductors 18.8%

3Y Alpha vs SPY

+1.0%

Period ended 2 months ago

Filed May 1, 2026 · 43d

21 quarters · since Dec 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+81.1%

SPY

+76.5%

Annualised alpha

+1.0%

Max drawdown

−24.4%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

90 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

16.7%

−0.9 pts

Top 5

47.2%

−3.2 pts

Top 10

60.2%

−3.7 pts

HHI

650

Diversified−66

Portfolio Trend

21 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	36.6%	$37,505,439	19
Unclassified	21.8%	$22,301,064	5
Financial Services	9.3%	$9,547,908	15
Consumer Cyclical	7.1%	$7,277,520	5
Industrials	6.8%	$6,912,155	13
Communication Services	5.3%	$5,407,027	4
Healthcare	4.5%	$4,602,871	9
Basic Materials	2.8%	$2,916,587	7
Energy	1.9%	$1,983,141	5
Utilities	1.8%	$1,878,018	4
Real Estate	1.2%	$1,217,076	3
Consumer Defensive	0.8%	$830,026	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
BTC	Grayscale Bitcoin Mini Trust ETF	+9,888	21,023	$630,479
AES	Aes Corp	+7,485	22,185	$312,586
EDD	Morgan Stanley Emerging Markets Domestic Debt Fund, Inc.	+5,725	121,694	$616,988
AWF	Alliancebernstein Global High Income Fund Inc	+5,213	47,550	$483,583
TEI	Templeton Emerging Markets Income Fund	+3,126	174,506	$1,048,781
PDI	PIMCO Dynamic Income Fund	+993	37,053	$633,976
CLF	Cleveland-Cliffs Inc.	+949	13,471	$113,829
WES	Western Midstream Partners, LP	+860	12,573	$517,630
PSLV	Sprott Physical Silver Trust	+800	10,600	$258,534
SMR	NUSCALE POWER Corp	+687	15,862	$171,944
UEC	Uranium Energy Corp	+500	48,011	$648,148
NFLX	Netflix Inc	+391	5,849	$562,381
GEV	GE Vernova Inc.	+358	1,006	$878,137
AVGO	Broadcom Inc.	+332	1,386	$428,980
PLTR	Palantir Technologies Inc.	+311	5,755	$841,841
META	Meta Platforms, Inc.	+285	2,384	$1,363,957
STAG	STAG Industrial, Inc.	+178	16,925	$610,315
MAIN	Main Street Capital CORP	+69	3,976	$210,568
GOOGL	Alphabet Inc.	+50	11,455	$3,293,999
QQQ	Invesco Qqq Trust, Series 1	+49	4,076	$2,352,585
GILD	Gilead Sciences, Inc.	+47	2,308	$321,665
CAT	Caterpillar Inc	+42	1,247	$883,449
SPG	Simon Property Group Inc.	+28	2,096	$390,966
EME	EMCOR Group, Inc.	+20	413	$304,922
MS	Morgan Stanley	+17	2,288	$376,536
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
ACHR	Archer Aviation Inc.	−11,677	69,374	$358,663
BX	Blackstone Inc.	−2,431	24,696	$2,839,793
OKE	Oneok Inc /New/	−2,129	2,869	$259,328
AMZN	Amazon Com Inc	−2,095	20,129	$4,192,266
NVDA	Nvidia Corp	−2,000	51,976	$9,064,614
AAPL	Apple Inc.	−1,674	57,584	$14,614,243
SPY	Spdr S&P 500 ETF Trust	−1,543	26,225	$17,055,166
LRCX	Lam Research Corp	−1,288	3,302	$705,505
NEE	Nextera Energy Inc	−1,203	6,859	$637,063
HESM	Hess Midstream LP	−1,144	8,150	$316,790
AGX	Argan Inc	−842	2,581	$1,405,741
KTOS	Kratos Defense & Security Solutions, Inc.	−700	14,400	$1,015,344
LEN	Lennar Corp /New/	−581	2,891	$251,054
TSLA	Tesla, Inc.	−541	6,128	$2,278,084
MSFT	Microsoft Corp	−524	6,998	$2,590,449
DIA	Spdr Dow Jones Industrial Average ETF Trust	−471	3,621	$1,677,210
V	Visa Inc.	−426	2,274	$687,293
CRM	Salesforce, Inc.	−415	3,940	$735,479
PANW	Palo Alto Networks Inc	−382	1,428	$228,936
OKLO	Oklo Inc.	−347	7,895	$391,513
WDC	Western Digital Corp	−342	2,234	$604,274
BAC	Bank Of America Corp /De/	−320	3,834	$186,907
AXP	American Express Co	−317	1,344	$406,533
JOBY	Joby Aviation, Inc.	−304	10,900	$90,034
NEM	NEWMONT Corp /DE/	−285	2,689	$291,084
No positions match the current search.

New Positions

Positions the filer opened this quarter

12 positions

Ticker	Company	Shares	Value
MU	Micron Technology Inc	10,000	$3,378,400
DRS	Leonardo DRS, Inc.	6,410	$285,373
AA	Alcoa Corp	4,072	$270,095
INCY	Incyte Corp	2,853	$268,524
DOW	Dow Inc.	6,377	$265,602
CVX	Chevron Corp	1,166	$241,245
TSM	Taiwan Semiconductor Manufacturing Co Ltd	695	$234,875
UNH	Unitedhealth Group Inc	861	$232,977
JNJ	Johnson & Johnson	909	$222,195
MRK	Merck & Co., Inc.	1,794	$215,800
SPOT	Spotify Technology S.A.	385	$186,690
MRVL	Marvell Technology, Inc.	1,549	$153,428
No positions match the current search.

Sold Out

Positions the filer fully exited

7 positions

Ticker	Company	Shares	Value
USO	United States Oil Fund, LP	6,372	$440,687
GLDM	World Gold Trust	3,780	$322,698
LULU	lululemon athletica inc.	1,190	$247,293
ISRG	Intuitive Surgical Inc	411	$232,773
SLM	SLM Corp	8,541	$231,119
SCHW	Schwab Charles Corp	2,101	$209,910
FNF	Fidelity National Financial, Inc.	3,812	$208,097
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

90 positions · $102,378,832 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 90 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	Reduced	26,225	-1,543	$17,055,166	−9.9%	16.66%
AAPL	Apple Inc. Technology	Reduced	57,584	-1,674	$14,614,243	−9.3%	14.27%
NVDA	Nvidia Corp Technology	Reduced	51,976	-2,000	$9,064,614	−10.0%	8.85%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	20,129	-2,095	$4,192,266	−18.3%	4.09%
MU	Micron Technology Inc Technology	NEW	10,000	NEW	$3,378,400	NEW	3.30%
GOOGL	Alphabet Inc. Communication Services	Added	11,455	+50	$3,293,999	−7.7%	3.22%
BX	Blackstone Inc. Financial Services	Reduced	24,696	-2,431	$2,839,793	−32.1%	2.77%
MSFT	Microsoft Corp Technology	Reduced	6,998	-524	$2,590,449	−28.8%	2.53%
QQQ	Invesco Qqq Trust, Series 1	Added	4,076	+49	$2,352,585	−4.9%	2.30%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	6,128	-541	$2,278,084	−24.0%	2.23%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Reduced	3,621	-471	$1,677,210	−14.7%	1.64%
LLY	ELI LILLY & Co Healthcare	Reduced	1,580	-225	$1,453,236	−25.1%	1.42%
AGX	Argan Inc Industrials	Reduced	2,581	-842	$1,405,741	+31.1%	1.37%
META	Meta Platforms, Inc. Communication Services	Added	2,384	+285	$1,363,957	−1.6%	1.33%
AMD	Advanced Micro Devices Inc Technology	Reduced	5,498	-104	$1,118,458	−6.8%	1.09%
TEI	Templeton Emerging Markets Income Fund Financial Services	Added	174,506	+3,126	$1,048,781	−5.1%	1.02%
KTOS	Kratos Defense & Security Solutions, Inc. Industrials	Reduced	14,400	-700	$1,015,344	−11.4%	0.99%
CAT	Caterpillar Inc Industrials	Added	1,247	+42	$883,449	+28.0%	0.86%
ABBV	AbbVie Inc. Healthcare	Reduced	4,052	-87	$881,269	−6.8%	0.86%
GEV	GE Vernova Inc. Industrials	Added	1,006	+358	$878,137	+107.3%	0.86%
PLTR	Palantir Technologies Inc. Technology	Added	5,755	+311	$841,841	−13.0%	0.82%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	833	-194	$830,026	−6.3%	0.81%
AMAT	Applied Materials Inc /De Technology	Reduced	2,234	-9	$763,558	+32.5%	0.75%
SNDK	Sandisk Corp Technology	Reduced	1,193	-57	$757,960	+155.4%	0.74%
CRM	Salesforce, Inc. Technology	Reduced	3,940	-415	$735,479	−36.2%	0.72%
GE	General Electric Co Industrials	Added	2,530	+17	$717,938	−7.3%	0.70%
LRCX	Lam Research Corp Technology	Reduced	3,302	-1,288	$705,505	−10.2%	0.69%
JPM	Jpmorgan Chase & Co Financial Services	Added	2,364	+8	$695,394	−8.4%	0.68%
V	Visa Inc. Financial Services	Reduced	2,274	-426	$687,293	−27.4%	0.67%
KGC	Kinross Gold Corp Basic Materials	Held	22,301	0	$680,626	+8.4%	0.66%
RGLD	Royal Gold Inc Basic Materials	Reduced	2,548	-21	$648,440	+13.5%	0.63%
UEC	Uranium Energy Corp Energy	Added	48,011	+500	$648,148	+16.8%	0.63%
USLM	United States Lime & Minerals Inc Basic Materials	Reduced	4,953	-25	$646,911	+8.5%	0.63%
NEE	Nextera Energy Inc Utilities	Reduced	6,859	-1,203	$637,063	−1.6%	0.62%
PDI	PIMCO Dynamic Income Fund Financial Services	Added	37,053	+993	$633,976	−0.7%	0.62%
BTC	Grayscale Bitcoin Mini Trust ETF	Added	21,023	+9,888	$630,479	+46.2%	0.62%
EDD	Morgan Stanley Emerging Markets Domestic Debt Fund, Inc. Financial Services	Added	121,694	+5,725	$616,988	−2.0%	0.60%
STAG	STAG Industrial, Inc. Real Estate	Added	16,925	+178	$610,315	−0.9%	0.60%
WDC	Western Digital Corp Technology	Reduced	2,234	-342	$604,274	+36.2%	0.59%
GLD	Spdr Gold Trust	Reduced	1,361	-16	$585,624	+7.3%	0.57%
NFLX	Netflix Inc Communication Services	Added	5,849	+391	$562,381	+9.9%	0.55%
ETR	Entergy Corp /De/ Utilities	Held	4,778	0	$536,856	+21.6%	0.52%
CAH	Cardinal Health Inc Healthcare	Added	2,462	+2	$520,245	+2.9%	0.51%
WES	Western Midstream Partners, LP Energy	Added	12,573	+860	$517,630	+11.9%	0.51%
AMGN	Amgen Inc Healthcare	Added	1,384	+15	$486,960	+8.7%	0.48%
AWF	Alliancebernstein Global High Income Fund Inc Financial Services	Added	47,550	+5,213	$483,583	+6.8%	0.47%
AVGO	Broadcom Inc. Technology	Added	1,386	+332	$428,980	+17.6%	0.42%
ARM	Arm Holdings PLC /Uk Technology	Reduced	2,750	-100	$416,020	+33.5%	0.41%
AXP	American Express Co Financial Services	Reduced	1,344	-317	$406,533	−33.8%	0.40%
VCTR	Victory Capital Holdings, Inc. Financial Services	Held	6,060	0	$396,808	+3.8%	0.39%