Kingsman Wealth Management, Inc.

CIK

2066184

Location

PENSACOLA, FL

Portfolio Value

Small $162,331,880

Diversification

Diversified

Filing Date

Global Rank

#4,656 / 8,603 ▲ 54 · as of Mar 2026

Top Industry

Semiconductors 21.4%

3Y Alpha vs SPY

-1.1%

Period ended 3 months ago

Filed Apr 21, 2026 · 3mo

5 quarters · since Mar 2025

Clone Performance

May 2025–Jul 2026 · vs SPY

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

Cloned portfolio

+27.0%

SPY

+27.7%

Annualised alpha

-0.6%

Max drawdown

−12.5%

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

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

Top Position

16.7%

−0.8 pts

Top 5

43.8%

−4.7 pts

Top 10

67.7%

−2.6 pts

HHI

630

Diversified−68

Portfolio Trend

5 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	34.9%	$56,574,575	15
Industrials	23.2%	$37,639,212	11
Consumer Cyclical	9.8%	$15,930,536	3
Communication Services	9.5%	$15,386,186	3
Financial Services	8.9%	$14,470,012	9
Consumer Defensive	7.7%	$12,427,950	2
Healthcare	4.2%	$6,861,562	5
Utilities	0.6%	$970,991	1
Unclassified	0.5%	$822,372	2
Basic Materials	0.4%	$675,504	2
Energy	0.4%	$572,980	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

22 positions

Ticker	Company	Δ Shares	Shares	Value
JNJ	Johnson & Johnson	+12,493	14,451	$3,532,402
RTX	RTX Corp	+12,031	40,739	$7,858,553
BA	Boeing Co	+7,633	11,822	$2,352,932
HWM	Howmet Aerospace Inc.	+4,626	37,372	$8,612,751
GOOGL	Alphabet Inc.	+4,569	17,071	$4,908,936
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+2,550	5,542	$1,872,918
ET	Energy Transfer LP	+2,508	19,104	$368,707
GEV	GE Vernova Inc.	+1,958	3,338	$2,913,740
RY	Royal Bank Of Canada	+1,700	4,970	$804,046
AAPL	Apple Inc.	+1,603	35,449	$8,996,601
GD	General Dynamics Corp	+861	3,709	$1,273,002
WMT	Walmart Inc.	+432	68,330	$8,492,052
PANW	Palo Alto Networks Inc	+152	1,409	$225,890
GE	General Electric Co	+138	41,197	$11,690,472
LLY	ELI LILLY & Co	+130	1,910	$1,756,760
HD	Home Depot, Inc.	+103	1,762	$579,504
CRWD	CrowdStrike Holdings, Inc.	+72	632	$61,684
AMD	Advanced Micro Devices Inc	+69	2,385	$485,180
BRK-B	Berkshire Hathaway Inc	+33	4,598	$2,203,361
LHX	L3harris Technologies, Inc. /De/	+20	1,145	$395,196
LMT	Lockheed Martin Corp	+3	549	$331,810
AXP	American Express Co	+2	874	$264,367
No positions match the current search.

Trimmed

Positions the filer reduced

21 positions

Ticker	Company	Δ Shares	Shares	Value
UBER	Uber Technologies, Inc	−11,460	3,157	$227,083
MSFT	Microsoft Corp	−9,917	4,064	$1,504,370
PLTR	Palantir Technologies Inc.	−8,104	52,718	$7,711,589
VRT	Vertiv Holdings Co	−7,665	3,658	$916,621
BSX	Boston Scientific Corp	−7,343	3,537	$221,946
C	Citigroup Inc	−5,531	21,215	$2,405,993
AMZN	Amazon Com Inc	−4,986	63,566	$13,238,890
NVDA	Nvidia Corp	−2,784	155,069	$27,044,033
META	Meta Platforms, Inc.	−2,007	17,622	$10,082,074
AVGO	Broadcom Inc.	−1,952	15,273	$4,727,146
MS	Morgan Stanley	−1,743	3,415	$562,006
ORCL	Oracle Corp	−1,578	2,672	$393,077
COST	Costco Wholesale Corp /New	−1,427	3,950	$3,935,898
V	Visa Inc.	−575	2,180	$658,883
SPY	Spdr S&P 500 ETF Trust	−102	748	$486,454
GS	Goldman Sachs Group Inc	−99	7,385	$6,247,636
NFLX	Netflix Inc	−80	4,110	$395,176
IBM	International Business Machines Corp	−47	1,751	$424,424
SO	Southern Co	−37	10,060	$970,991
ISRG	Intuitive Surgical Inc	−28	2,483	$1,144,638
JPM	Jpmorgan Chase & Co	−25	4,013	$1,180,464
No positions match the current search.

New Positions

Positions the filer opened this quarter

11 positions

Ticker	Company	Shares	Value
ROST	Ross Stores, Inc.	9,750	$2,112,142
LRCX	Lam Research Corp	6,494	$1,387,508
PH	Parker-Hannifin Corp	1,220	$1,092,192
STX	Seagate Technology Holdings plc	2,642	$1,035,029
MU	Micron Technology Inc	1,415	$478,043
NUE	Nucor Corp	2,386	$403,472
NEM	NEWMONT Corp /DE/	2,513	$272,032
MRK	Merck & Co., Inc.	1,711	$205,816
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.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
MA	Mastercard Inc	3,755	$2,143,654
AEP	American Electric Power Co Inc	4,120	$475,077
ANET	Arista Networks, Inc.	3,053	$400,034
TSLA	Tesla, Inc.	519	$233,404
SHOP	Shopify Inc.	1,297	$208,778
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

55 positions · $162,331,880 total · as of Mar 31, 2026

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

Showing 1–50 of 55 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Reduced	155,069	-2,784	$27,044,033	−8.1%	16.66%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	63,566	-4,986	$13,238,890	−16.3%	8.16%
GE	General Electric Co Industrials	Added	41,197	+138	$11,690,472	−7.6%	7.20%
META	Meta Platforms, Inc. Communication Services	Reduced	17,622	-2,007	$10,082,074	−22.2%	6.21%
AAPL	Apple Inc. Technology	Added	35,449	+1,603	$8,996,601	−2.2%	5.54%
HWM	Howmet Aerospace Inc. Industrials	Added	37,372	+4,626	$8,612,751	+28.3%	5.31%
WMT	Walmart Inc. Consumer Defensive	Added	68,330	+432	$8,492,052	+12.3%	5.23%
RTX	RTX Corp Industrials	Added	40,739	+12,031	$7,858,553	+49.3%	4.84%
PLTR	Palantir Technologies Inc. Technology	Reduced	52,718	-8,104	$7,711,589	−28.7%	4.75%
GS	Goldman Sachs Group Inc Financial Services	Reduced	7,385	-99	$6,247,636	−5.0%	3.85%
GOOGL	Alphabet Inc. Communication Services	Added	17,071	+4,569	$4,908,936	+25.4%	3.02%
AVGO	Broadcom Inc. Technology	Reduced	15,273	-1,952	$4,727,146	−20.7%	2.91%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	3,950	-1,427	$3,935,898	−15.1%	2.42%
JNJ	Johnson & Johnson Healthcare	Added	14,451	+12,493	$3,532,402	+771.8%	2.18%
GEV	GE Vernova Inc. Industrials	Added	3,338	+1,958	$2,913,740	+223.1%	1.79%
C	Citigroup Inc Financial Services	Reduced	21,215	-5,531	$2,405,993	−22.9%	1.48%
BA	Boeing Co Industrials	Added	11,822	+7,633	$2,352,932	+158.7%	1.45%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	4,598	+33	$2,203,361	−4.0%	1.36%
ROST	Ross Stores, Inc. Consumer Cyclical	NEW	9,750	NEW	$2,112,142	NEW	1.30%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	5,542	+2,550	$1,872,918	+106.0%	1.15%
LLY	ELI LILLY & Co Healthcare	Added	1,910	+130	$1,756,760	−8.2%	1.08%
MSFT	Microsoft Corp Technology	Reduced	4,064	-9,917	$1,504,370	−77.8%	0.93%
LRCX	Lam Research Corp Technology	NEW	6,494	NEW	$1,387,508	NEW	0.85%
GD	General Dynamics Corp Industrials	Added	3,709	+861	$1,273,002	+32.8%	0.78%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	4,013	-25	$1,180,464	−9.3%	0.73%
ISRG	Intuitive Surgical Inc Healthcare	Reduced	2,483	-28	$1,144,638	−19.5%	0.71%
PH	Parker-Hannifin Corp Industrials	NEW	1,220	NEW	$1,092,192	NEW	0.67%
STX	Seagate Technology Holdings plc Technology	NEW	2,642	NEW	$1,035,029	NEW	0.64%
SO	Southern Co Utilities	Reduced	10,060	-37	$970,991	+10.3%	0.60%
VRT	Vertiv Holdings Co Industrials	Reduced	3,658	-7,665	$916,621	−50.0%	0.56%
RY	Royal Bank Of Canada Financial Services	Added	4,970	+1,700	$804,046	+44.2%	0.50%
V	Visa Inc. Financial Services	Reduced	2,180	-575	$658,883	−31.8%	0.41%
HD	Home Depot, Inc. Consumer Cyclical	Added	1,762	+103	$579,504	+1.5%	0.36%
MS	Morgan Stanley Financial Services	Reduced	3,415	-1,743	$562,006	−38.6%	0.35%
SPY	Spdr S&P 500 ETF Trust	Reduced	748	-102	$486,454	−16.1%	0.30%
AMD	Advanced Micro Devices Inc Technology	Added	2,385	+69	$485,180	−2.2%	0.30%
MU	Micron Technology Inc Technology	NEW	1,415	NEW	$478,043	NEW	0.29%
IBM	International Business Machines Corp Technology	Reduced	1,751	-47	$424,424	−20.3%	0.26%
NUE	Nucor Corp Basic Materials	NEW	2,386	NEW	$403,472	NEW	0.25%
LHX	L3harris Technologies, Inc. /De/ Industrials	Added	1,145	+20	$395,196	+19.7%	0.24%
NFLX	Netflix Inc Communication Services	Reduced	4,110	-80	$395,176	+0.6%	0.24%
ORCL	Oracle Corp Technology	Reduced	2,672	-1,578	$393,077	−52.5%	0.24%
ET	Energy Transfer LP Energy	Added	19,104	+2,508	$368,707	+34.7%	0.23%
QQQ	Invesco Qqq Trust, Series 1	Held	582	0	$335,918	−6.0%	0.21%
LMT	Lockheed Martin Corp Industrials	Added	549	+3	$331,810	+25.6%	0.20%
NEM	NEWMONT Corp /DE/ Basic Materials	NEW	2,513	NEW	$272,032	NEW	0.17%
AXP	American Express Co Financial Services	Added	874	+2	$264,367	−18.1%	0.16%
UBER	Uber Technologies, Inc Technology	Reduced	3,157	-11,460	$227,083	−81.0%	0.14%
PANW	Palo Alto Networks Inc Technology	Added	1,409	+152	$225,890	−2.4%	0.14%
BSX	Boston Scientific Corp Healthcare	Reduced	3,537	-7,343	$221,946	−78.6%	0.14%