David Kennon Inc
CIK
1954126
Location
SARASOTA, FL
Portfolio Value
Micro
$4,063,055
Diversification
Highly concentrated
Filing Date
Global Rank
#8,385
/ 8,603
▲ 60
· as of Mar 2026
Top Industry
Consumer Electronics
63.4%
3Y Alpha vs SPY
-3.6%
Period ended 3 months ago
Filed Apr 29, 2026 · 2mo
15 quarters · since Sep 2022
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+61.1%
SPY
+76.0%
Annualised alpha
-3.5%
Max drawdown
−28.4%
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
6 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
56.1%
+1.9 pts
Top 5
94.9%
+0.3 pts
Top 10
100.0%
0.0 pts
HHI
3,596
Highly concentrated+187
Portfolio Trend
15 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 63.8% | $2,590,304 |
| Consumer Cyclical | 14.5% | $587,737 |
| Unclassified | 11.6% | $469,545 |
| Financial Services | 5.2% | $209,441 |
| Healthcare | 5.1% | $206,028 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
1 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AAPL | Apple Inc. | +20 | 8,974 | $2,277,511 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
1 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| JPM | Jpmorgan Chase & Co | −119 | 712 | $209,441 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
6 positions ·
$4,063,055 total
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Added | 8,974 | $2,277,511 | 56.05% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Held | 2,822 | $587,737 | 14.47% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Held | 722 | $469,545 | 11.56% | |
| MSFT |
Microsoft Corp
Technology
|
Held | 845 | $312,793 | 7.70% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 712 | $209,441 | 5.15% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Held | 224 | $206,028 | 5.07% |