KICKSTAND VENTURES, LLC.

CIK

2000355

Location

PITTSFORD, NY

Portfolio Value

Micro $35,558,490

Diversification

Diversified

Filing Date

Global Rank

#7,311 / 8,517 ▲ 384

Top Industry

Semiconductors 15.3%

3Y Alpha vs SPY

+32.4%

Period ended 47 days ago

Filed Jul 30, 2026 · 17d

12 quarters · since Sep 2023

Clone Performance

Nov 2023–Aug 2026 · vs SPY

Hypothetical 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.

Cloned portfolio

+232.7%

SPY

+73.0%

Annualised alpha

+32.7%

Max drawdown

−14.6%

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

44 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

29.6%

+4.7 pts

Top 5

51.0%

−3.2 pts

Top 10

65.8%

−4.8 pts

HHI

1,082

Diversified+141

Portfolio Trend

12 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	36.0%	$12,812,882	20
Unclassified	35.2%	$12,513,261	2
Financial Services	12.6%	$4,497,825	5
Industrials	4.4%	$1,553,820	5
Energy	3.9%	$1,392,544	2
Communication Services	3.1%	$1,093,069	3
Healthcare	1.3%	$447,860	2
Consumer Cyclical	1.2%	$426,676	2
Utilities	0.9%	$321,860	1
Consumer Defensive	0.7%	$250,529	1
Real Estate	0.7%	$248,164	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

12 positions

Ticker	Company	Δ Shares	Shares	Value
T	At&T Inc.	+11,800	23,980	$496,386
BPRE	Bluerock Private Real Estate Fund	+5,661	138,138	$1,797,175
KLAC	Kla Corp	+2,245	2,494	$752,464
VST	Vistra Corp.	+577	2,029	$321,860
NVDA	Nvidia Corp	+392	5,396	$1,079,685
MSFT	Microsoft Corp	+343	3,698	$1,379,427
CRM	Salesforce, Inc.	+154	1,304	$204,284
BMY	Bristol Myers Squibb Co	+65	4,240	$244,308
MO	Altria Group, Inc.	+36	3,482	$250,529
WDC	Western Digital Corp	+30	1,151	$735,166
EXPE	Expedia Group, Inc.	+12	886	$226,709
ANET	Arista Networks, Inc.	+3	1,937	$329,057
No positions match the current search.

Trimmed

Positions the filer reduced

8 positions

Ticker	Company	Δ Shares	Shares	Value
GLDM	World Gold Trust	−3,099	24,956	$1,982,005
LRCX	Lam Research Corp	−1,186	471	$204,098
QQQ	Invesco Qqq Trust, Series 1	−1,144	14,301	$10,531,256
LITE	Lumentum Holdings Inc.	−280	2,832	$2,430,025
XOM	ExxonMobil Holdings Corp	−75	8,717	$1,191,788
SOUN	Soundhound Ai, Inc.	−53	43,048	$278,520
AVGO	Broadcom Inc.	−39	2,835	$1,070,921
AAPL	Apple Inc.	−18	1,744	$504,643
No positions match the current search.

New Positions

Positions the filer opened this quarter

14 positions

Ticker	Company	Shares	Value
MRVL	Marvell Technology, Inc.	1,631	$485,858
GOOGL	Alphabet Inc.	1,148	$410,260
SHOP	Shopify Inc.	3,054	$348,705
DELL	Dell Technologies Inc.	721	$311,082
COHR	Coherent Corp.	737	$290,724
LAMR	Lamar Advertising Co/New	1,591	$248,164
MU	Micron Technology Inc	204	$235,475
ETN	Eaton Corp plc	484	$206,242
DY	Dycom Industries Inc	407	$205,775
TMO	Thermo Fisher Scientific Inc.	406	$203,552
SMCI	Super Micro Computer, Inc.	6,891	$202,113
FTI	TechnipFMC plc	3,028	$200,756
AMZN	Amazon Com Inc	839	$199,967
VOD	Vodafone Group Public Ltd Co	14,091	$186,423
No positions match the current search.

Sold Out

Positions the filer fully exited

7 positions

Ticker	Company	Shares	Value
BIV	Vanguard Intermediate-Term Bond ETF	44,723	$3,451,721
BIL	State Street SPDR Bloomberg 1-3 Month T-Bill ETF	14,620	$1,339,776
BAI	iShares A.I. Innovation and Tech Active ETF	27,813	$916,438
AOA	iShares Core 80/20 Aggressive Allocation ETF	9,955	$880,917
BNDX	Vanguard Total International Bond ETF	10,426	$500,969
VXUS	Vanguard Total International Stock ETF	2,671	$205,960
KD	Kyndryl Holdings, Inc.	12,390	$162,556
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

44 tracked positions · $35,558,490 total · filing declares 154 positions · $550,308,228 · as of Jun 30, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
QQQ	Invesco Qqq Trust, Series 1	Reduced	14,301	-1,144	$10,531,256	+18.1%	29.62%
LITE	Lumentum Holdings Inc. Technology	Reduced	2,832	-280	$2,430,025	+11.1%	6.83%
GLDM	World Gold Trust	Reduced	24,956	-3,099	$1,982,005	−23.8%	5.57%
BPRE	Bluerock Private Real Estate Fund Financial Services	Added	138,138	+5,661	$1,797,175	−18.3%	5.05%
MSFT	Microsoft Corp Technology	Added	3,698	+343	$1,379,427	+11.1%	3.88%
XOM	ExxonMobil Holdings Corp Energy	Reduced	8,717	-75	$1,191,788	−20.1%	3.35%
NVDA	Nvidia Corp Technology	Added	5,396	+392	$1,079,685	+23.7%	3.04%
AVGO	Broadcom Inc. Technology	Reduced	2,835	-39	$1,070,921	+20.4%	3.01%
BAC	Bank Of America Corp /De/ Financial Services	Held	18,400	0	$1,048,432	+16.9%	2.95%
PRU	Prudential Financial Inc Financial Services	Held	8,196	0	$884,594	+10.5%	2.49%
KLAC	Kla Corp Technology	Added	2,494	+2,245	$752,464	+105.2%	2.12%
WDC	Western Digital Corp Technology	Added	1,151	+30	$735,166	+142.5%	2.07%
AMAT	Applied Materials Inc /De Technology	Held	951	0	$687,573	+111.5%	1.93%
MPWR	Monolithic Power Systems, Inc. Technology	Held	480	0	$663,532	+26.4%	1.87%
STX	Seagate Technology Holdings plc Technology	Held	642	0	$619,530	+146.3%	1.74%
AAPL	Apple Inc. Technology	Reduced	1,744	-18	$504,643	+12.9%	1.42%
T	At&T Inc. Communication Services	Added	23,980	+11,800	$496,386	+40.6%	1.40%
MRVL	Marvell Technology, Inc. Technology	NEW	1,631	NEW	$485,858	NEW	1.37%
C	Citigroup Inc Financial Services	Held	3,376	0	$472,504	+23.4%	1.33%
MMM	3M Co Industrials	Held	2,794	0	$452,376	+11.5%	1.27%
GOOGL	Alphabet Inc. Communication Services	NEW	1,148	NEW	$410,260	NEW	1.15%
ROK	Rockwell Automation, Inc Industrials	Held	712	0	$352,496	+38.0%	0.99%
SHOP	Shopify Inc. Technology	NEW	3,054	NEW	$348,705	NEW	0.98%
EME	EMCOR Group, Inc. Industrials	Held	406	0	$336,931	+12.4%	0.95%
ANET	Arista Networks, Inc. Technology	Added	1,937	+3	$329,057	+38.6%	0.93%
VST	Vistra Corp. Utilities	Added	2,029	+577	$321,860	+47.5%	0.91%
DELL	Dell Technologies Inc. Technology	NEW	721	NEW	$311,082	NEW	0.87%
PLMR	Palomar Holdings, Inc. Financial Services	Held	2,335	0	$295,120	+5.8%	0.83%
COHR	Coherent Corp. Technology	NEW	737	NEW	$290,724	NEW	0.82%
SOUN	Soundhound Ai, Inc. Technology	Reduced	43,048	-53	$278,520	−5.9%	0.78%
MO	Altria Group, Inc. Consumer Defensive	Added	3,482	+36	$250,529	+10.2%	0.70%
LAMR	Lamar Advertising Co/New Real Estate	NEW	1,591	NEW	$248,164	NEW	0.70%
BMY	Bristol Myers Squibb Co Healthcare	Added	4,240	+65	$244,308	−3.5%	0.69%
MU	Micron Technology Inc Technology	NEW	204	NEW	$235,475	NEW	0.66%
EXPE	Expedia Group, Inc. Consumer Cyclical	Added	886	+12	$226,709	+12.3%	0.64%
ETN	Eaton Corp plc Industrials	NEW	484	NEW	$206,242	NEW	0.58%
DY	Dycom Industries Inc Industrials	NEW	407	NEW	$205,775	NEW	0.58%
CRM	Salesforce, Inc. Technology	Added	1,304	+154	$204,284	−4.8%	0.57%
LRCX	Lam Research Corp Technology	Reduced	471	-1,186	$204,098	−42.4%	0.57%
TMO	Thermo Fisher Scientific Inc. Healthcare	NEW	406	NEW	$203,552	NEW	0.57%
SMCI	Super Micro Computer, Inc. Technology	NEW	6,891	NEW	$202,113	NEW	0.57%
FTI	TechnipFMC plc Energy	NEW	3,028	NEW	$200,756	NEW	0.56%
AMZN	Amazon Com Inc Consumer Cyclical	NEW	839	NEW	$199,967	NEW	0.56%
VOD	Vodafone Group Public Ltd Co Communication Services	NEW	14,091	NEW	$186,423	NEW	0.52%

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.