Kaizen Financial Strategies
CIK
1842013
City
CAMPBELL
State / Country
CA
Top Portfolio Positions
90 positions ·
$102,378,832 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
26,225 | $17,055,166 | 16.66% | |
| AAPL |
Apple Inc.
Technology
|
57,584 | $14,614,243 | 14.27% | |
| NVDA |
Nvidia Corp
Technology
|
51,976 | $9,064,614 | 8.85% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
20,129 | $4,192,266 | 4.09% | |
| MU |
Micron Technology Inc
Technology
|
10,000 | $3,378,400 | 3.30% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
11,455 | $3,293,999 | 3.22% | |
| BX |
Blackstone Inc.
Financial Services
|
24,696 | $2,839,793 | 2.77% | |
| MSFT |
Microsoft Corp
Technology
|
6,998 | $2,590,449 | 2.53% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
4,076 | $2,352,585 | 2.30% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
6,128 | $2,278,084 | 2.23% |
Portfolio Trend
21 quarters · across all stocks
Holdings in AWF
Shares Held
Position Value (USD)
20 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $483,583 | 47,550 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $452,582 | 42,337 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $432,055 | 38,542 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $363,228 | 32,931 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $245,995 | 22,926 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $148,524 | 13,842 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $154,155 | 13,594 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $140,798 | 13,435 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $139,175 | 13,105 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $115,256 | 11,389 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $119,329 | 12,302 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $120,346 | 12,083 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $131,472 | 13,526 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $149,115 | 16,173 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $161,704 | 18,210 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $170,164 | 17,417 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $196,007 | 17,532 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $245,656 | 20,252 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $288,234 | 23,491 | Shares | Sole | 2021-11-12 | |
| 2021-03-31 | $179,930 | 15,184 | Shares | Sole | 2021-05-28 | |
| No 13F history on record for this holder in this stock. | ||||||