KENNICOTT CAPITAL MANAGEMENT LLC

Q4 2025 13F Holdings

  • Location
    larkspur, CA
  • Num holdings

    47

  • Value ($000)

    $206,235

  • Date Filed
    02/13/2026
  • 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 Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
NDQ

INVESCO QQQ TR

UNIT SER 1
$37.76M
18 %

61,468

VUG

VANGUARD INDEX FDS

GROWTH ETF
$29.09M
14 %

59,628

VV

VANGUARD INDEX FDS

LARGE CAP ETF
$22.84M
11 %

72,556

SPY

SPDR S&P 500 ETF TR

TR UNIT
$18.48M
9 %

27,101

SGOV

ISHARES TR

0-3 MNTH TREASRY
$14.83M
7 %

147,773

XLK

SELECT SECTOR SPDR TR

STATE STREET TEC
$11.07M
5 %

76,892

XLV

SELECT SECTOR SPDR TR

STATE STREET HEA
$6.67M
3 %

43,113

XLI

SELECT SECTOR SPDR TR

STATE STREET IND
$6.26M
3 %

40,329

IVV

ISHARES TR

CORE S&P500 ETF
$5.95M
3 %

8,683

XLF

SELECT SECTOR SPDR TR

STATE STREET FIN
$4.6M
2 %

84,044

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