KICKSTAND VENTURES, LLC.

CIK

2000355

Location

PITTSFORD, NY

Portfolio Value

Micro $26,634,184

Diversification

Diversified

Filing Date

Global Rank

#7,505 / 8,603 ▲ 121 · as of Mar 2026

Top Industry

Semiconductors 15.1%

3Y Alpha vs SPY

-2.5%

Period ended 3 months ago

Filed May 5, 2026 · 2mo

11 quarters · since Sep 2023

Clone Performance

Nov 2023–Jul 2026 · vs SPY

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

Cloned portfolio

+62.0%

SPY

+71.4%

Annualised alpha

-2.6%

Max drawdown

−17.8%

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

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

Top Position

33.5%

−2.0 pts

Top 5

64.4%

+1.1 pts

Top 10

79.3%

+0.3 pts

HHI

1,443

Diversified−106

Portfolio Trend

11 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	43.2%	$11,514,962	2
Technology	31.3%	$8,344,374	15
Financial Services	17.1%	$4,560,013	5
Industrials	3.6%	$961,047	3
Communication Services	1.3%	$353,098	1
Healthcare	1.0%	$253,213	1
Consumer Defensive	0.9%	$227,401	1
Utilities	0.8%	$218,279	1
Consumer Cyclical	0.8%	$201,797	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

10 positions

Ticker	Company	Δ Shares	Shares	Value
SOUN	Soundhound Ai, Inc.	+20,029	43,101	$296,103
MSFT	Microsoft Corp	+830	3,355	$1,241,920
NVDA	Nvidia Corp	+706	5,004	$872,697
BMY	Bristol Myers Squibb Co	+306	4,175	$253,213
QQQ	Invesco Qqq Trust, Series 1	+200	15,445	$8,914,545
ANET	Arista Networks, Inc.	+170	1,934	$237,456
VST	Vistra Corp.	+126	1,452	$218,279
AAPL	Apple Inc.	+92	1,762	$447,177
LRCX	Lam Research Corp	+85	1,657	$354,034
AVGO	Broadcom Inc.	+65	2,874	$889,531
No positions match the current search.

Trimmed

Positions the filer reduced

6 positions

Ticker	Company	Δ Shares	Shares	Value
GLDM	World Gold Trust	−4,455	28,055	$2,600,417
BPRE	Bluerock Private Real Estate Fund	−1,598	132,477	$2,200,442
WDC	Western Digital Corp	−1,119	1,121	$303,219
LITE	Lumentum Holdings Inc.	−500	3,112	$2,186,989
PRU	Prudential Financial Inc	−164	8,196	$800,667
ROK	Rockwell Automation, Inc	−140	712	$255,522
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
STX	Seagate Technology Holdings plc	642	$251,509
MO	Altria Group, Inc.	3,446	$227,401
CRM	Salesforce, Inc.	1,150	$214,670
EXPE	Expedia Group, Inc.	874	$201,797
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
TMO	Thermo Fisher Scientific Inc.	406	$235,256
PGR	Progressive Corp/Oh/	922	$209,957
SHOP	Shopify Inc.	1,285	$206,846
XPEV	Xpeng Inc.	9,952	$201,826
CRWD	CrowdStrike Holdings, Inc.	498	$58,360
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

30 positions · $26,634,184 total · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
QQQ	Invesco Qqq Trust, Series 1	Added	15,445	+200	$8,914,545	−4.8%	33.47%
GLDM	World Gold Trust	Reduced	28,055	-4,455	$2,600,417	−6.3%	9.76%
BPRE	Bluerock Private Real Estate Fund Financial Services	Reduced	132,477	-1,598	$2,200,442	+9.4%	8.26%
LITE	Lumentum Holdings Inc. Technology	Reduced	3,112	-500	$2,186,989	+64.3%	8.21%
MSFT	Microsoft Corp Technology	Added	3,355	+830	$1,241,920	+1.7%	4.66%
BAC	Bank Of America Corp /De/ Financial Services	Held	18,400	0	$897,000	−11.4%	3.37%
AVGO	Broadcom Inc. Technology	Added	2,874	+65	$889,531	−8.5%	3.34%
NVDA	Nvidia Corp Technology	Added	5,004	+706	$872,697	+8.9%	3.28%
PRU	Prudential Financial Inc Financial Services	Reduced	8,196	-164	$800,667	−15.2%	3.01%
MPWR	Monolithic Power Systems Inc Technology	Held	480	0	$524,808	+20.6%	1.97%
AAPL	Apple Inc. Technology	Added	1,762	+92	$447,177	−1.5%	1.68%
MMM	3M Co Industrials	Held	2,794	0	$405,772	−9.3%	1.52%
C	Citigroup Inc Financial Services	Held	3,376	0	$382,872	−2.8%	1.44%
LRCX	Lam Research Corp Technology	Added	1,657	+85	$354,034	+31.6%	1.33%
T	At&T Inc. Communication Services	Held	12,180	0	$353,098	+16.7%	1.33%
AMAT	Applied Materials Inc /De Technology	Held	951	0	$325,042	+33.0%	1.22%
WDC	Western Digital Corp Technology	Reduced	1,121	-1,119	$303,219	−21.4%	1.14%
EME	EMCOR Group, Inc. Industrials	Held	406	0	$299,753	+20.7%	1.13%
SOUN	Soundhound Ai, Inc. Technology	Added	43,101	+20,029	$296,103	+28.7%	1.11%
PLMR	Palomar Holdings, Inc. Financial Services	Held	2,335	0	$279,032	−11.3%	1.05%
ROK	Rockwell Automation, Inc Industrials	Reduced	712	-140	$255,522	−22.9%	0.96%
BMY	Bristol Myers Squibb Co Healthcare	Added	4,175	+306	$253,213	+21.3%	0.95%
STX	Seagate Technology Holdings plc Technology	NEW	642	NEW	$251,509	NEW	0.94%
ANET	Arista Networks, Inc. Technology	Added	1,934	+170	$237,456	+2.7%	0.89%
MO	Altria Group, Inc. Consumer Defensive	NEW	3,446	NEW	$227,401	NEW	0.85%
VST	Vistra Corp. Utilities	Added	1,452	+126	$218,279	+2.0%	0.82%
CRM	Salesforce, Inc. Technology	NEW	1,150	NEW	$214,670	NEW	0.81%
EXPE	Expedia Group, Inc. Consumer Cyclical	NEW	874	NEW	$201,797	NEW	0.76%
KD	Kyndryl Holdings, Inc. Technology	Held	12,390	0	$162,556	−50.6%	0.61%
KLAC	Kla Corp Technology	Held	249	0	$36,663	+21.2%	0.14%