KENNICOTT CAPITAL MANAGEMENT LLC

CIK
1863265
City
LARKSPUR
State / Country
CA

Top Portfolio Positions

16 positions · $61,656,648 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
QQQ
Invesco Qqq Trust, Series 1
61,118 $35,276,087 57.21%
SPY
Spdr S&P 500 Etf Trust
24,655 $16,034,132 26.01%
AAPL
Apple Inc.
Technology
11,808 $2,996,752 4.86%
NVDA
Nvidia Corp
Technology
9,730 $1,696,912 2.75%
RBLX
Roblox Corp
Communication Services
24,926 $1,409,814 2.29%
GOOGL
Alphabet Inc.
Communication Services
2,580 $741,904 1.20%
AMZN
Amazon Com Inc
Consumer Cyclical
2,795 $582,114 0.94%
LRCX
Lam Research Corp
Technology
2,400 $512,784 0.83%
STWD
Starwood Property Trust, Inc.
Real Estate
27,240 $469,072 0.76%
DOCS
Doximity, Inc.
Healthcare
20,000 $466,000 0.76%

Holdings in CIM

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Report Date Value (USD) Shares
2026-03-31 $198,766 15,838