KRM WEALTH MANAGEMENT L.L.C.

CIK

2126518

Location

RENO, NV

Portfolio Value

Micro $3,065,331

Diversification

Highly concentrated

Filing Date

Global Rank

#8,440 / 8,603 ▲ 87 · as of Mar 2026

Top Industry

Farm & Heavy Construction Machinery 41.4%

3Y Alpha vs SPY

+12.8%

Period ended 3 months ago

Filed Apr 23, 2026 · 3mo

2 quarters · since Dec 2025

Clone Performance

Feb 2026–Jul 2026 · vs SPY

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

Cloned portfolio

+13.4%

SPY

+10.0%

Annualised alpha

+10.2%

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

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

Top Position

41.4%

+3.4 pts

Top 5

92.5%

−7.5 pts

Top 10

100.0%

0.0 pts

HHI

2,596

Highly concentrated+10

Portfolio Trend

2 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Industrials	56.9%	$1,745,110	3
Technology	35.1%	$1,076,388	2
Healthcare	8.0%	$243,833	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

4 positions

Ticker	Company	Δ Shares	Shares	Value
AAPL	Apple Inc.	+294	2,895	$734,722
MSFT	Microsoft Corp	+6	923	$341,666
CAT	Caterpillar Inc	+4	1,791	$1,268,851
GE	General Electric Co	+1	814	$230,988
No positions match the current search.

Trimmed

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.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
ORN	Orion Group Holdings Inc	22,502	$245,271
No positions match the current search.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

6 positions · $3,065,331 total · as of Mar 31, 2026

All sectors Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
CAT	Caterpillar Inc Industrials	Added	1,791	+4	$1,268,851	+23.9%	41.39%
AAPL	Apple Inc. Technology	Added	2,895	+294	$734,722	+3.9%	23.97%
MSFT	Microsoft Corp Technology	Added	923	+6	$341,666	−23.0%	11.15%
ORN	Orion Group Holdings Inc Industrials	NEW	22,502	NEW	$245,271	NEW	8.00%
MDT	Medtronic plc Healthcare	Reduced	2,814	-22	$243,833	−10.5%	7.95%
GE	General Electric Co Industrials	Added	814	+1	$230,988	−7.8%	7.54%