Kaizen Financial Strategies
CIK
1842013
City
CAMPBELL
State / Country
CA
Top Portfolio Positions
89 positions ·
$102,045,309 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| SPY |
Spdr S&P 500 Etf Trust
|
26,225 | $17,055,166 | 16.71% |
| AAPL |
Apple Inc.
Technology
|
57,584 | $14,614,243 | 14.32% |
| NVDA |
Nvidia Corp
Technology
|
51,976 | $9,064,614 | 8.88% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
20,129 | $4,192,266 | 4.11% |
| MU |
Micron Technology Inc
Technology
|
10,000 | $3,378,400 | 3.31% |
| GOOGL |
Alphabet Inc.
Communication Services
|
11,455 | $3,293,999 | 3.23% |
| BX |
Blackstone Inc.
Financial Services
|
24,696 | $2,839,793 | 2.78% |
| MSFT |
Microsoft Corp
Technology
|
6,998 | $2,590,449 | 2.54% |
| QQQ |
Invesco Qqq Trust, Series 1
|
4,076 | $2,352,585 | 2.31% |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
6,128 | $2,278,084 | 2.23% |
Holdings in EDD
Export CSV
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $616,988 | 121,694 | Shares | Sole | 2026-05-01 | |
| No quarters match your search. | ||||||