Krane Financial Solutions LLC
Clone Performance
May 2026–Aug 2026 · vs SPYHypothetical 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.
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 2 quarters. Past performance does not predict future results.
Portfolio Concentration
28 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 58.9% | $29,055,829 |
| Technology | 22.3% | $10,978,167 |
| Financial Services | 5.5% | $2,732,516 |
| Industrials | 4.8% | $2,347,394 |
| Communication Services | 4.5% | $2,236,196 |
| Consumer Cyclical | 2.8% | $1,362,196 |
| Consumer Defensive | 1.3% | $617,410 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| DIS | Walt Disney Co | +822 | 3,418 | $328,982 | |
| VIG | Vanguard Dividend Appreciation ETF | +224 | 4,007 | $948,136 | |
| MSFT | Microsoft Corp | +185 | 1,644 | $613,244 | |
| NVDA | Nvidia Corp | +154 | 1,869 | $373,968 | |
| SPY | Spdr S&P 500 ETF Trust | +129 | 1,420 | $1,060,413 | |
| AVGO | Broadcom Inc. | +100 | 3,218 | $1,215,599 | |
| JPM | Jpmorgan Chase & Co | +95 | 4,078 | $1,334,851 | |
| AMAT | Applied Materials Inc /De | +43 | 2,130 | $1,539,990 | |
| MS | Morgan Stanley | +27 | 5,217 | $1,090,561 | |
| QCOM | Qualcomm Inc/De | +16 | 4,122 | $761,704 | |
| CAT | Caterpillar Inc | +1 | 588 | $626,161 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| VEA | Vanguard FTSE Developed Markets ETF | −1,060 | 67,865 | $4,835,381 | |
| HON | Honeywell International Inc | −965 | 970 | $217,183 | |
| GLD | Spdr Gold Trust | −692 | 29,689 | $10,936,833 | |
| AAPL | Apple Inc. | −142 | 21,652 | $6,265,222 | |
| GOOGL | Alphabet Inc. | −128 | 3,782 | $1,341,117 | |
| VB | Vanguard Morningstar Small-Cap ETF | −122 | 34,974 | $10,601,318 | |
| META | Meta Platforms, Inc. | −108 | 636 | $358,252 | |
| TSLA | Tesla, Inc. | −100 | 1,928 | $810,916 | |
| COST | Costco Wholesale Corp /New | −52 | 660 | $617,410 | |
| NFLX | Netflix Inc | −30 | 2,911 | $207,845 | |
| AMZN | Amazon Com Inc | −22 | 2,313 | $551,280 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarterSold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| VIVO | VivoPower PLC | 204,720 | $470,856 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| GLD |
Spdr Gold Trust
|
Reduced | 29,689 | $10,936,833 | 22.17% | |
| VB |
Vanguard Morningstar Small-Cap ETF
|
Reduced | 34,974 | $10,601,318 | 21.49% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 21,652 | $6,265,222 | 12.70% | |
| VEA |
Vanguard FTSE Developed Markets ETF
|
Reduced | 67,865 | $4,835,381 | 9.80% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Added | 2,130 | $1,539,990 | 3.12% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 3,782 | $1,341,117 | 2.72% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 4,078 | $1,334,851 | 2.71% | |
| ESLT |
Elbit Systems Ltd
Industrials
|
Held | 1,700 | $1,289,824 | 2.61% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 3,218 | $1,215,599 | 2.46% | |
| MS |
Morgan Stanley
Financial Services
|
Added | 5,217 | $1,090,561 | 2.21% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 1,420 | $1,060,413 | 2.15% | |
| VIG |
Vanguard Dividend Appreciation ETF
|
Added | 4,007 | $948,136 | 1.92% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Reduced | 1,928 | $810,916 | 1.64% | |
| QCOM |
Qualcomm Inc/De
Technology
|
Added | 4,122 | $761,704 | 1.54% | |
| CAT |
Caterpillar Inc
Industrials
|
Added | 588 | $626,161 | 1.27% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Reduced | 660 | $617,410 | 1.25% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 1,644 | $613,244 | 1.24% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 2,313 | $551,280 | 1.12% | |
| VXUS |
Vanguard Total International Stock ETF
|
NEW | 5,502 | $470,365 | 0.95% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 1,869 | $373,968 | 0.76% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 636 | $358,252 | 0.73% | |
| DIS |
Walt Disney Co
Communication Services
|
Added | 3,418 | $328,982 | 0.67% | |
| BMO |
Bank Of Montreal /Can/
Financial Services
|
Held | 1,738 | $307,104 | 0.62% | |
| HON |
Honeywell International Inc
Industrials
|
Reduced | 970 | $217,183 | 0.44% | |
| HONA |
Honeywell Aerospace Inc.
Industrials
|
NEW | 969 | $214,226 | 0.43% | |
| STX |
Seagate Technology Holdings plc
Technology
|
NEW | 216 | $208,440 | 0.42% | |
| NFLX |
Netflix Inc
Communication Services
|
Reduced | 2,911 | $207,845 | 0.42% | |
| FBTC |
Fidelity Wise Origin Bitcoin Fund
|
NEW | 3,984 | $203,383 | 0.41% |
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.