Long-term investor
Kennicott Capital Management LLC @kennicottcapitalmanageme
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001863265).
Record
- Tracked since 2025-12-31 (261 days), 18 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +10.7%
- Max drawdown n/a · win rate 0% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 46090E103 · 24.8% · long · since 2025-12-31
- VV · 11.2% · long · since 2025-12-31
- VUG · 10.6% · long · since 2025-12-31
- SPY · 8.6% · long · since 2025-12-31
- SGOV · 7.0% · long · since 2025-12-31
- XLK · 6.7% · long · since 2025-12-31
- IVV · 3.0% · long · since 2025-12-31
- XLI · 2.8% · long · since 2025-12-31
- XLV · 2.4% · long · since 2025-12-31
- XLY · 2.0% · long · since 2025-12-31
- AAPL · 1.6% · long · since 2025-12-31
- VTV · 1.5% · long · since 2025-12-31