Position in KURA
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$775,545
-$459,264 QoQ
Shares Held
95,393
-19.7% QoQ
Ownership
0.107%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in KURA Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Mar 31, 2026Xcel Wealth Management, LLC holds $1,106,122 across 2 Biotechnology names. KURA ranks #1 (70.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KURA |
Kura Oncology, Inc.
This page
|
95,393 | $775,545 | |
| 2 | IBRX |
ImmunityBio, Inc.
|
43,100 | $330,577 |
All Filings in KURA
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $775,545 | 95,393 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,234,809 | 118,846 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $905,540 | 102,321 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||