KRM WEALTH MANAGEMENT L.L.C.
CIK
2126518
Location
RENO, NV
Portfolio Value
Micro
$3,274,691
Diversification
Moderately concentrated
Filing Date
Global Rank
#8,057
/ 8,232
▲ 228
Top Industry
Farm & Heavy Construction Machinery
38.7%
3Y Alpha vs SPY
-2.0%
Period ended 2 months ago
Filed Apr 23, 2026 · 52d
2 quarters · since Dec 2025
Clone Performance
Feb 2026–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+8.5%
SPY
+9.1%
Annualised alpha
-2.0%
Max drawdown
−12.2%
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
7 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
38.7%
+0.8 pts
Top 5
86.6%
−13.4 pts
Top 10
100.0%
0.0 pts
HHI
2,316
Moderately concentrated−271
Portfolio Trend
2 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Industrials | 53.3% | $1,745,110 |
| Technology | 32.9% | $1,076,388 |
| Healthcare | 7.4% | $243,833 |
| Energy | 6.4% | $209,360 |
Last Quarter's Activity
Export CSVTrimmed
Positions the filer reduced
1 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| MDT | Medtronic plc | −22 | 2,814 | $243,833 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
7 positions ·
$3,274,691 total
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| CAT |
Caterpillar Inc
Industrials
|
Added | 1,791 | $1,268,851 | 38.75% | |
| AAPL |
Apple Inc.
Technology
|
Added | 2,895 | $734,722 | 22.44% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 923 | $341,666 | 10.43% | |
| ORN |
Orion Group Holdings Inc
Industrials
|
NEW | 22,502 | $245,271 | 7.49% | |
| MDT |
Medtronic plc
Healthcare
|
Reduced | 2,814 | $243,833 | 7.45% | |
| GE |
General Electric Co
Industrials
|
Added | 814 | $230,988 | 7.05% | |
| XOM |
Exxon Mobil Corp
Energy
|
NEW | 1,234 | $209,360 | 6.39% |