Kingsman Wealth Management, Inc.

CIK

2066184

Location

PENSACOLA, FL

Portfolio Value

Small $192,418,299

Diversification

Diversified

Filing Date

Global Rank

#4,524 / 8,517 ▲ 307

Top Industry

Semiconductors 25.5%

3Y Alpha vs SPY

+7.0%

Period ended 47 days ago

Filed Jul 22, 2026 · 25d

6 quarters · since Mar 2025

Clone Performance

May 2025–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

+40.5%

SPY

+31.5%

Annualised alpha

+6.7%

Max drawdown

−12.0%

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 6 quarters. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

16.1%

−0.2 pts

Top 5

43.0%

+0.1 pts

Top 10

62.5%

−4.5 pts

HHI

579

Diversified−36

Portfolio Trend

6 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	44.7%	$86,086,492	18
Industrials	20.4%	$39,297,833	11
Consumer Cyclical	8.8%	$16,863,613	4
Financial Services	8.4%	$16,157,872	8
Consumer Defensive	6.1%	$11,829,053	3
Communication Services	5.9%	$11,429,788	3
Healthcare	3.1%	$5,943,831	4
Basic Materials	0.9%	$1,648,350	1
Utilities	0.8%	$1,577,424	2
Unclassified	0.5%	$982,687	2
Energy	0.3%	$601,356	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

20 positions

Ticker	Company	Δ Shares	Shares	Value
LRCX	Lam Research Corp	+7,742	14,236	$6,168,885
NUE	Nucor Corp	+5,014	7,400	$1,648,350
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+4,827	10,369	$4,951,923
AAPL	Apple Inc.	+4,825	40,274	$11,653,684
VRT	Vertiv Holdings Co	+4,452	8,110	$2,715,390
STX	Seagate Technology Holdings plc	+4,170	6,812	$6,573,580
AVGO	Broadcom Inc.	+3,314	18,587	$7,021,239
CRWD	CrowdStrike Holdings, Inc.	+2,910	3,542	$675,760
MU	Micron Technology Inc	+1,763	3,178	$3,668,333
AMD	Advanced Micro Devices Inc	+1,508	3,893	$2,261,482
HWM	Howmet Aerospace Inc.	+1,397	38,769	$10,423,433
GEV	GE Vernova Inc.	+1,192	4,530	$5,322,115
AMZN	Amazon Com Inc	+1,113	64,679	$15,415,592
LLY	ELI LILLY & Co	+923	2,833	$3,397,985
GS	Goldman Sachs Group Inc	+381	7,766	$7,854,299
RY	Royal Bank Of Canada	+375	5,345	$1,106,254
MSFT	Microsoft Corp	+83	4,147	$1,546,913
JPM	Jpmorgan Chase & Co	+82	4,095	$1,340,416
LMT	Lockheed Martin Corp	+3	552	$281,221
SO	Southern Co	+2	10,062	$963,034
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
RTX	RTX Corp	−35,523	5,216	$989,631
GOOGL	Alphabet Inc.	−17,778	7,374	$2,635,246
PLTR	Palantir Technologies Inc.	−7,599	45,119	$5,264,033
ROST	Ross Stores, Inc.	−7,105	2,645	$562,988
JNJ	Johnson & Johnson	−7,104	7,347	$1,865,917
BA	Boeing Co	−7,031	4,791	$1,037,107
GE	General Electric Co	−2,943	38,254	$14,296,667
META	Meta Platforms, Inc.	−2,411	15,211	$8,568,204
WMT	Walmart Inc.	−2,132	66,198	$7,497,585
GD	General Dynamics Corp	−2,053	1,656	$586,621
ET	Energy Transfer LP	−1,882	17,222	$329,284
C	Citigroup Inc	−1,791	19,424	$2,718,583
BRK-B	Berkshire Hathaway Inc	−1,374	3,224	$1,613,257
ISRG	Intuitive Surgical Inc	−1,309	1,174	$466,876
NFLX	Netflix Inc	−940	3,170	$226,338
COST	Costco Wholesale Corp /New	−589	3,361	$3,144,114
IBM	International Business Machines Corp	−484	1,267	$356,293
NVDA	Nvidia Corp	−459	154,610	$30,935,914
XOM	ExxonMobil Holdings Corp	−332	1,990	$272,072
MS	Morgan Stanley	−288	3,127	$653,668
V	Visa Inc.	−280	1,900	$651,871
AXP	American Express Co	−225	649	$219,524
PANW	Palo Alto Networks Inc	−193	1,216	$414,680
LHX	L3harris Technologies, Inc. /De/	−101	1,044	$303,375
MRK	Merck & Co., Inc.	−53	1,658	$213,053
No positions match the current search.

New Positions

Positions the filer opened this quarter

9 positions

Ticker	Company	Shares	Value
PWR	Quanta Services, Inc.	4,115	$2,962,964
GLW	Corning Inc /Ny	6,688	$1,708,315
DELL	Dell Technologies Inc.	2,778	$1,198,595
KO	Coca Cola Co	14,610	$1,187,354
CSCO	Cisco Systems, Inc.	9,280	$1,090,028
NEE	Nextera Energy Inc	7,000	$614,390
SPCX	Space Exploration Technologies Corp	2,220	$379,309
TSLA	Tesla, Inc.	667	$280,540
CDNS	Cadence Design Systems Inc	550	$206,426
No positions match the current search.

Sold Out

Positions the filer fully exited

9 positions

Ticker	Company	Shares	Value
PH	Parker-Hannifin Corp	1,220	$1,092,192
NEM	NEWMONT Corp /DE/	2,513	$272,032
UBER	Uber Technologies, Inc	3,157	$227,083
BSX	Boston Scientific Corp	3,537	$221,946
VIG	Vanguard Dividend Appreciation ETF	1,022	$219,791
VXF	Vanguard Extended Market ETF	1,021	$210,121
BKR	Baker Hughes Co	3,346	$204,273
NOC	Northrop Grumman Corp /De/	296	$201,943
SAN	Banco Santander, S.A.	12,700	$143,256
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

58 tracked positions · $192,418,299 total · as of Jun 30, 2026

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

Showing 1–50 of 58 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Reduced	154,610	-459	$30,935,914	+14.4%	16.08%
AMZN	Amazon Com Inc Consumer Cyclical	Added	64,679	+1,113	$15,415,592	+16.4%	8.01%
GE	General Electric Co Industrials	Reduced	38,254	-2,943	$14,296,667	+22.3%	7.43%
AAPL	Apple Inc. Technology	Added	40,274	+4,825	$11,653,684	+29.5%	6.06%
HWM	Howmet Aerospace Inc. Industrials	Added	38,769	+1,397	$10,423,433	+21.0%	5.42%
META	Meta Platforms, Inc. Communication Services	Reduced	15,211	-2,411	$8,568,204	−15.0%	4.45%
GS	Goldman Sachs Group Inc Financial Services	Added	7,766	+381	$7,854,299	+25.7%	4.08%
WMT	Walmart Inc. Consumer Defensive	Reduced	66,198	-2,132	$7,497,585	−11.7%	3.90%
AVGO	Broadcom Inc. Technology	Added	18,587	+3,314	$7,021,239	+48.5%	3.65%
STX	Seagate Technology Holdings plc Technology	Added	6,812	+4,170	$6,573,580	+535.1%	3.42%
LRCX	Lam Research Corp Technology	Added	14,236	+7,742	$6,168,885	+344.6%	3.21%
GEV	GE Vernova Inc. Industrials	Added	4,530	+1,192	$5,322,115	+82.7%	2.77%
PLTR	Palantir Technologies Inc. Technology	Reduced	45,119	-7,599	$5,264,033	−31.7%	2.74%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	10,369	+4,827	$4,951,923	+164.4%	2.57%
MU	Micron Technology Inc Technology	Added	3,178	+1,763	$3,668,333	+667.4%	1.91%
LLY	ELI LILLY & Co Healthcare	Added	2,833	+923	$3,397,985	+93.4%	1.77%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	3,361	-589	$3,144,114	−20.1%	1.63%
PWR	Quanta Services, Inc. Industrials	NEW	4,115	NEW	$2,962,964	NEW	1.54%
C	Citigroup Inc Financial Services	Reduced	19,424	-1,791	$2,718,583	+13.0%	1.41%
VRT	Vertiv Holdings Co Industrials	Added	8,110	+4,452	$2,715,390	+196.2%	1.41%
GOOGL	Alphabet Inc. Communication Services	Reduced	7,374	-17,778	$2,635,246	−63.5%	1.37%
AMD	Advanced Micro Devices Inc Technology	Added	3,893	+1,508	$2,261,482	+366.1%	1.18%
JNJ	Johnson & Johnson Healthcare	Reduced	7,347	-7,104	$1,865,917	−47.2%	0.97%
GLW	Corning Inc /Ny Technology	NEW	6,688	NEW	$1,708,315	NEW	0.89%
NUE	Nucor Corp Basic Materials	Added	7,400	+5,014	$1,648,350	+308.5%	0.86%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	3,224	-1,374	$1,613,257	−26.8%	0.84%
MSFT	Microsoft Corp Technology	Added	4,147	+83	$1,546,913	+2.8%	0.80%
JPM	Jpmorgan Chase & Co Financial Services	Added	4,095	+82	$1,340,416	+13.5%	0.70%
DELL	Dell Technologies Inc. Technology	NEW	2,778	NEW	$1,198,595	NEW	0.62%
KO	Coca Cola Co Consumer Defensive	NEW	14,610	NEW	$1,187,354	NEW	0.62%
RY	Royal Bank Of Canada Financial Services	Added	5,345	+375	$1,106,254	+37.6%	0.57%
CSCO	Cisco Systems, Inc. Technology	NEW	9,280	NEW	$1,090,028	NEW	0.57%
BA	Boeing Co Industrials	Reduced	4,791	-7,031	$1,037,107	−55.9%	0.54%
RTX	RTX Corp Industrials	Reduced	5,216	-35,523	$989,631	−87.4%	0.51%
SO	Southern Co Utilities	Added	10,062	+2	$963,034	−0.8%	0.50%
CRWD	CrowdStrike Holdings, Inc. Technology	Added	3,542	+2,910	$675,760	+173.9%	0.35%
MS	Morgan Stanley Financial Services	Reduced	3,127	-288	$653,668	+16.3%	0.34%
V	Visa Inc. Financial Services	Reduced	1,900	-280	$651,871	−1.1%	0.34%
NEE	Nextera Energy Inc Utilities	NEW	7,000	NEW	$614,390	NEW	0.32%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	1,714	-48	$604,493	+4.3%	0.31%
GD	General Dynamics Corp Industrials	Reduced	1,656	-2,053	$586,621	−53.9%	0.30%
ROST	Ross Stores, Inc. Consumer Cyclical	Reduced	2,645	-7,105	$562,988	−73.3%	0.29%
SPY	Spdr S&P 500 ETF Trust	Reduced	742	-6	$554,103	+13.9%	0.29%
ISRG	Intuitive Surgical Inc Healthcare	Reduced	1,174	-1,309	$466,876	−59.2%	0.24%
QQQ	Invesco Qqq Trust, Series 1	Held	582	0	$428,584	+27.6%	0.22%
PANW	Palo Alto Networks Inc Technology	Reduced	1,216	-193	$414,680	+83.6%	0.22%
ORCL	Oracle Corp Technology	Reduced	2,664	-8	$390,409	−0.7%	0.20%
SPCX	Space Exploration Technologies Corp Industrials	NEW	2,220	NEW	$379,309	NEW	0.20%
IBM	International Business Machines Corp Technology	Reduced	1,267	-484	$356,293	−16.1%	0.19%
ET	Energy Transfer LP Energy	Reduced	17,222	-1,882	$329,284	−10.7%	0.17%

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.