KCM
Kennicott Capital Management LLC Portfolio
Invests via Kennicott Capital Management LLC | Managed by Lawrence M. Dan
Invests via Kennicott Capital Management LLC
Managed by Lawrence M. Dan
Automatically Tracked
Company Profile
With a focus on personalized investment strategies, Kennicott Capital Management LLC operates as an independent asset manager specializing in wealth management and financial advisory services. Leveraging extensive industry experience, the firm aims to create tailored solutions that address the unique financial needs of its clients. The team’s expertise spans multiple sectors, enabling them to identify emerging market trends while cultivating long-term client relationships. Their commitment to aligning investments with individual goals positions them effectively within today's dynamic capital markets landscape.
With a focus on personalized investment strategies, Kennicott Capital Management LLC operates as an independent asset manager specializing in wealth management and financial advisory services. Leveraging extensive industry experience, the firm aims to create tailored solutions that address the unique financial needs of its clients. The team’s expertise spans multiple sectors, enabling them to identify emerging market trends while cultivating long-term client relationships. Their commitment to aligning investments with individual goals positions them effectively within today's dynamic capital markets landscape.
Investment Philosophy & Strategy
Capital deployment at Kennicott Capital Management LLC is characterized by a strategic emphasis on adaptability and bespoke solutions tailored to diverse client objectives. The firm prioritizes identifying unique opportunities across various sectors, drawing on market insights to craft investment narratives that resonate with individual circumstances. There is a clear orientation towards nurturing long-term relationships while leveraging an extensive network for value creation. Through meticulous analysis and attention to detail, they aim to position their clients advantageously in evolving economic environments, ensuring that each engagement reflects distinct aspirations and priorities.
Capital deployment at Kennicott Capital Management LLC is characterized by a strategic emphasis on adaptability and bespoke solutions tailored to diverse client objectives. The firm prioritizes identifying unique opportunities across various sectors, drawing on market insights to craft investment narratives that resonate with individual circumstances. There is a clear orientation towards nurturing long-term relationships while leveraging an extensive network for value creation. Through meticulous analysis and attention to detail, they aim to position their clients advantageously in evolving economic environments, ensuring that each engagement reflects distinct aspirations and priorities.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
15.19%
Gain -0.19%
Monthly
0.35%
Yearly
4.31%
Drawdown
19.04%
$214.82M
Equity
Holdings
$214.82M
Investment
$144.98M
$97.43M
Profit -$697,171.28
Realized
$27.58M
Unrealized
$69.84M
Dividends
$12.2M
Goals
Avg. 41% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.19%
Profit
-$697,171.28
Win %
93%
This Week
Compared To Last Week
Gain
2.17%
Profit
$4.57M
Win %
93%
This Month
Compared to last month
Gain
2.17%
Profit
$4.57M
Win %
93%
This Year
Compared to last year
Gain
-3.62%
Profit
-$7.75M
Win %
92%
AMZN Amazon.com Inc
+15.32%
+$100,843.57 
GOOG Alphabet Inc
+6.88%
+$22,051.2 
GOOGL Alphabet Inc
+6.73%
+$57,972.6 
TWLO Twilio Inc.
+3.36%
+$7,307.41 
XLY Consumer Discretionary Select Sector SPDR Fund
+3.29%
+$135,741.75 
META Meta Platforms Inc Class A
+3.28%
+$11,827.91 
NVDA NVIDIA Corporation
+2.93%
+$55,558.37 
XLC Communication Services Select Sector SPDR Fund
+1.56%
+$3,266.88 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$5,230.08 
VUG Vanguard Growth ETF
+1.1%
+$246,231.45 
XLI Industrial Select Sector SPDR Fund
+0.81%
+$48,025.45 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$132,833.22 
VIS Vanguard Industrials ETF
+0.72%
+$3,995.02 
VOO Vanguard S&P 500 ETF
+0.71%
+$5,579.33 
QQQM Invesco NASDAQ 100 ETF
+0.69%
+$12,037.7 
IVV iShares Core S&P 500 ETF
+0.69%
+$44,257.28 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.68%
+$163,541.77 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$322,805.76 
RYT Invesco S&P 500 Equal Weight ETF
+0.57%
+$16,355.26 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$16,356.14 
IYJ iShares U.S. Industrials ETF
+0.42%
+$5,987.31 
AVGO Broadcom Inc.
+0.37%
+$1,051.2 
VOT Vanguard Mid-Cap Growth ETF
+0.21%
+$1,078.18 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.02%
+$2,996.64 
RBLX Roblox Corporation
-26.85%
-$325,782.82 
AAPL Apple Inc.
-7.35%
-$289,532.16 
BXMT Blackstone Mortgage Trust Inc
-2.87%
-$8,557 
LRCX Lam Research Corporation
-1.58%
-$11,280.03 
DOCS Doximity Inc.
-1.55%
-$6,600 
STWD Starwood Property Trust Inc.
-1.54%
-$6,810 
CIM Chimera Investment Corporation
-1.42%
-$5,881.14 
IWO iShares Russell 2000 Growth ETF
-0.75%
-$6,226.96 
IYH iShares U.S. Healthcare ETF
-0.7%
-$10,036.8 
XLV Health Care Select Sector SPDR Fund
-0.59%
-$31,902.33 
XLP Consumer Staples Select Sector SPDR Fund
-0.49%
-$10,459.61 
IWM iShares Russell 2000 ETF
-0.47%
-$1,505.36 
VBK Vanguard Small-Cap Growth ETF
-0.27%
-$2,235.62 
VTV Vanguard Value ETF
-0.27%
-$9,002.66 
VB Vanguard Small-Cap ETF
-0.22%
-$3,206.84 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$28,963.98 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$5,502.72 
VFH Vanguard Financials ETF (primary ticker: VFH)
-0.14%
-$1,168.5 
XLF Financial Select Sector SPDR Fund
-0.1%
-$3,716.46 
IYF iShares U.S. Financials ETF
-0.09%
-$2,144.34 
VO Vanguard Mid-Cap ETF
-0.05%
-$308 
UBER Uber Technologies, Inc.
-0.01%
-$36.75 Events
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Dividends
Dividend Analysis
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| Trades 620 | Longs Won 408/620 65% | Profit Factor 4.11 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.09M |
| Average Win $315,489.16 | Best Trade (Aug 06) $15.35M | Sharpe Ratio -4.32 |
| Average Loss -$147,604.44 | Worst Trade (Sep 30) -$6.58M | Z-Score 2.1 (96.4%) |
| Commissions $0 | Avg. Trade Length 1y 4m 2d | Expectancy $157,141.02 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.24% |
| Consecutive Losing Trades | 1,456 | 1,310 | 1,164 | 1,019 | 873 | 728 | 582 | 437 | 291 | 146 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Kennicott Capital Management LLC?
The largest contributions to the portfolio's profits come from the following stocks: SPDR S&P 500 ETF Trust - $13.95M, Invesco QQQ Trust, Series 1 - $13.68M, Vanguard Growth ETF - $4.03M, Vanguard Large-Cap Index Fund ETF Shares - $2.85M, and State Street Technology Select Sector SPDR ETF - $1.15M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Roblox Corporation - $3.48M, Doximity Inc - $834,200, Vanguard S&P 500 ETF - $422,319.89, iShares Russell 2000 Growth ETF - $359,717.74, and Grayscale Bitcoin Trust ETF - $330,723.45. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Kennicott Capital Management LLC's portfolio generate?
The portfolio generates substantial dividend income, with a total of $12.2M earned over time. The largest contributors to dividend income include SPDR S&P 500 ETF Trust - $2.68M, Vanguard Large-Cap Index Fund ETF Shares - $1.35M, Invesco QQQ Trust, Series 1 - $1.18M, iShares Core S&P 500 ETF - $665,053.68, and Annaly Capital Management, Inc - $595,166.88. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Kennicott Capital Management LLC's monthly returns?
Kennicott Capital Management LLC's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Kennicott Capital Management LLC's strategy be considered aggressive or moderate?
Kennicott Capital Management LLC's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Kennicott Capital Management LLC's strategy?
Kennicott Capital Management LLC's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
