KM Capital Management Ltd.
Clone Performance
Aug 2023–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; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 12 quarters. Past performance does not predict future results.
Portfolio Concentration
17 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Portfolio Trend
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 99.0% | $10,885,346 |
| Energy | 0.5% | $50,925 |
| Technology | 0.3% | $28,865 |
| Financial Services | 0.2% | $24,572 |
| Communication Services | 0.0% | $2,899 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| IBIT | iShares Bitcoin Trust ETF | +5,168 | 50,003 | $1,921,115 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| BAI | iShares A.I. Innovation and Tech Active ETF | −36,346 | 32,335 | $1,065,438 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| QQQ | Invesco Qqq Trust, Series 1 | 13,305 | $7,679,379 | |
| AAAU | Goldman Sachs Physical Gold ETF | 3,245 | $149,886 | |
| BNDX | Vanguard Total International Bond ETF | 1,447 | $69,528 | |
| ET | Energy Transfer LP | 1,920 | $37,056 | |
| JPM | Jpmorgan Chase & Co | 46 | $13,531 | |
| XOM | ExxonMobil Holdings Corp | 66 | $11,197 | |
| NVDA | Nvidia Corp | 51 | $8,894 | |
| ORCL | Oracle Corp | 58 | $8,532 | |
| AAPL | Apple Inc. | 28 | $7,106 | |
| BLK | BlackRock, Inc. | 6 | $5,770 | |
| BRK-B | Berkshire Hathaway Inc | 11 | $5,271 | |
| AVGO | Broadcom Inc. | 14 | $4,333 | |
| T | At&T Inc. | 100 | $2,899 | |
| EQT | EQT Corp | 42 | $2,672 | |
| ETHA | iShares Ethereum Trust ETF | 1,000 | $0 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| IAU | Ishares Gold Trust | 70,432 | $5,716,965 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
NEW | 13,305 | $7,679,379 | 69.86% | |
| IBIT |
iShares Bitcoin Trust ETF
|
Added | 50,003 | $1,921,115 | 17.48% | |
| BAI |
iShares A.I. Innovation and Tech Active ETF
|
Reduced | 32,335 | $1,065,438 | 9.69% | |
| AAAU |
Goldman Sachs Physical Gold ETF
|
NEW | 3,245 | $149,886 | 1.36% | |
| BNDX |
Vanguard Total International Bond ETF
|
NEW | 1,447 | $69,528 | 0.63% | |
| ET |
Energy Transfer LP
Energy
|
NEW | 1,920 | $37,056 | 0.34% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
NEW | 46 | $13,531 | 0.12% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
NEW | 66 | $11,197 | 0.10% | |
| NVDA |
Nvidia Corp
Technology
|
NEW | 51 | $8,894 | 0.08% | |
| ORCL |
Oracle Corp
Technology
|
NEW | 58 | $8,532 | 0.08% | |
| AAPL |
Apple Inc.
Technology
|
NEW | 28 | $7,106 | 0.06% | |
| BLK |
BlackRock, Inc.
Financial Services
|
NEW | 6 | $5,770 | 0.05% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
NEW | 11 | $5,271 | 0.05% | |
| AVGO |
Broadcom Inc.
Technology
|
NEW | 14 | $4,333 | 0.04% | |
| T |
At&T Inc.
Communication Services
|
NEW | 100 | $2,899 | 0.03% | |
| EQT |
EQT Corp
Energy
|
NEW | 42 | $2,672 | 0.02% | |
| ETHA |
iShares Ethereum Trust ETF
|
NEW | 1,000 | $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 — 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.