Position in KURA
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$998,083
+$222,538 QoQ
Shares Held
90,983
-4.6% QoQ
Ownership
0.102%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#85
of 220 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in KURA Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Jun 30, 2026Xcel Wealth Management, LLC holds $1,265,110 across 2 Biotechnology names. KURA ranks #1 (78.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KURA |
Kura Oncology, Inc.
This page
|
90,983 | $998,083 | |
| 2 | IBRX |
ImmunityBio, Inc.
|
30,500 | $267,027 |
All Filings in KURA
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $998,083 | 90,983 | Shares | Sole | 2026-07-24 | |
| 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. | ||||||