KENNICOTT CAPITAL MANAGEMENT LLC

Q3 2025 13F Holdings

  • Location
    larkspur, CA
  • Num holdings

    49

  • Value ($000)

    $207,220

  • Date Filed
    10/31/2025
  • Form type
    13F-HR
  • CIK
    0001863265
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
NDQ
NDQ

INVESCO QQQ TR

UNIT SER 1
$36.60 M
18 %

60,966

VUG
VUG

VANGUARD INDEX FDS

GROWTH ETF
$28.04 M
14 %

58,470

VV
VV

VANGUARD INDEX FDS

LARGE CAP ETF
$21.82 M
11 %

70,887

SGOV
SGOV

ISHARES TR

0-3 MNTH TREASRY
$18.28 M
9 %

181,496

SPY
SPY

SPDR S&P 500 ETF TR

TR UNIT
$17.49 M
8 %

26,250

XLK
XLK

SELECT SECTOR SPDR TR

TECHNOLOGY
$10.84 M
5 %

38,446

XLI
XLI

SELECT SECTOR SPDR TR

INDL
$6.21 M
3 %

40,282

XLV
XLV

SELECT SECTOR SPDR TR

SBI HEALTHCARE
$5.90 M
3 %

42,365

IVV
IVV

ISHARES TR

CORE S&P500 ETF
$5.79 M
3 %

8,651

XLY
XLY

SELECT SECTOR SPDR TR

SBI CONS DISCR
$4.89 M
2 %

20,401

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