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:
31.33%
Gain +0.25%
Monthly
0.36%
Yearly
4.46%
Drawdown
18.7%
$220.94M
Equity
Holdings
$220.94M
Investment
$144.98M
$103.55M
Profit +$862,122.55
Realized
$27.58M
Unrealized
$75.96M
Dividends
$12.44M
Goals
Avg. 48% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.25%
Profit
$862,122.55
Win %
89%
This Week
Compared To Last Week
Gain
0.39%
Profit
$862,122.55
Win %
89%
This Month
Compared to last month
Gain
0.84%
Profit
$1.83M
Win %
89%
This Year
Compared to last year
Gain
-0.87%
Profit
-$1.63M
Win %
89%
META Meta Platforms Inc Class A
+2.31%
+$11,262.6 
UBER Uber Technologies, Inc.
+2.21%
+$5,530.87 
DOCS Doximity Inc.
+1.86%
+$10,400 
AVGO Broadcom Inc.
+1.81%
+$4,701.19 
NVDA NVIDIA Corporation
+1.15%
+$26,173.7 
XLC Communication Services Select Sector SPDR Fund
+1.02%
+$2,214 
VBK Vanguard Small-Cap Growth ETF
+0.84%
+$7,022.7 
VUG Vanguard Growth ETF
+0.77%
+$185,335.5 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.69%
+$2,696.76 
VOT Vanguard Mid-Cap Growth ETF
+0.66%
+$3,417.14 
VO Vanguard Mid-Cap ETF
+0.62%
+$3,811.5 
GOOGL Alphabet Inc
+0.56%
+$4,992.3 
QQQ Invesco QQQ Trust, Series 1
+0.56%
+$304,991.83 
QQQM Invesco NASDAQ 100 ETF
+0.55%
+$10,610.55 
VB Vanguard Small-Cap ETF
+0.54%
+$7,555.74 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.52%
+$16,693.46 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.49%
+$122,128.86 
RYT Invesco S&P 500 Equal Weight ETF
+0.48%
+$15,874.32 
SPY SPDR S&P 500 ETF Trust
+0.47%
+$90,544.75 
VOO Vanguard S&P 500 ETF
+0.47%
+$3,834.34 
GOOG Alphabet Inc
+0.47%
+$1,535.99 
IVV iShares Core S&P 500 ETF
+0.47%
+$31,291.49 
VFH Vanguard Financials ETF (primary ticker: VFH)
+0.46%
+$3,690 
XLF Financial Select Sector SPDR Fund
+0.46%
+$15,175.55 
IYF iShares U.S. Financials ETF
+0.43%
+$9,738.06 
RSP Invesco S&P 500 Equal Weight ETF
+0.43%
+$13,459.16 
IYJ iShares U.S. Industrials ETF
+0.41%
+$5,591.18 
IWO iShares Russell 2000 Growth ETF
+0.37%
+$2,947.28 
XLK State Street Technology Select Sector SPDR ETF
+0.36%
+$55,642.79 
IWM iShares Russell 2000 ETF
+0.36%
+$1,099.26 
AMZN Amazon.com Inc
+0.29%
+$2,068.3 
XLI Industrial Select Sector SPDR Fund
+0.23%
+$12,917.19 
VIS Vanguard Industrials ETF
+0.22%
+$1,177.4 
XLY Consumer Discretionary Select Sector SPDR Fund
+0.2%
+$8,071.1 
XLP Consumer Staples Select Sector SPDR Fund
+0.2%
+$3,984.64 
VTV Vanguard Value ETF
+0.15%
+$5,035.47 
XLV Health Care Select Sector SPDR Fund
+0.15%
+$8,222.58 
IYH iShares U.S. Healthcare ETF
+0.14%
+$2,091 
STWD Starwood Property Trust Inc.
+0.12%
+$408.6 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$1,797.98 
Events
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Dividends
Dividend Analysis
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| Trades 620 | Longs Won 402/620 64% | Profit Factor 4.34 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.16M |
| Average Win $334,751.75 | Best Trade (Oct 06) $17.06M | Sharpe Ratio -4.32 |
| Average Loss -$142,309.75 | Worst Trade (Sep 30) -$6.58M | Z-Score 1.22 (77.64%) |
| Commissions $0 | Avg. Trade Length 1y 4m 2w 1d | Expectancy $167,010.77 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.3% |
| Consecutive Losing Trades | 1,553 | 1,398 | 1,242 | 1,087 | 932 | 776 | 621 | 466 | 311 | 155 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
 AAPL Apple Inc. | 11,808 | $2.29M | $3.94M | - | $1.65M | 72.01% | -0.051% |
| AMZN Amazon.com Inc | 2,795 | $378,491.1 | $705,066.7 | - | $326,575.6 | 86.28% | +0.294% |
| AVGO Broadcom Inc. | 730 | $201,224.5 | $263,953.4 | - | $62,728.9 | 31.17% | +1.813% |
 BXMT Blackstone Mortgage Trust Inc | 19,900 | $337,305 | $215,815.5 | - | -$121,489.5 | -36.02% | -0.505% |
 CIM Chimera Investment Corporation | 32,673 | $423,345.8 | $302,388.61 | - | -$120,957.19 | -28.57% | -0.054% |
| DOCS Doximity Inc. | 20,000 | $680,400 | $569,000 | - | -$111,400 | -16.37% | +1.862% |
| GOOG Alphabet Inc | 960 | $233,808 | $328,272 | - | $94,464 | 40.4% | +0.47% |
| GOOGL Alphabet Inc | 2,580 | $330,815 | $891,222.3 | - | $560,407.3 | 169.4% | +0.563% |
| IVV iShares Core S&P 500 ETF | 8,644 | $4.59M | $6.71M | - | $2.13M | 46.4% | +0.468% |
| IVW ISHARES S&P 500 GROWTH ETF (3IS8) | 2,724 | $191,987.52 | $394,707.6 | - | $202,720.08 | 105.59% | +0.688% |
| IWM iShares Russell 2000 ETF | 1,083 | $202,813.41 | $305,985.4 | - | $103,171.99 | 50.87% | +0.361% |
| IWO iShares Russell 2000 Growth ETF | 2,216 | $539,681.62 | $802,568.72 | - | $262,887.1 | 48.71% | +0.369% |
| IYF iShares U.S. Financials ETF | 17,868 | $2.18M | $2.26M | - | $84,169.2 | 3.86% | +0.432% |
| IYH iShares U.S. Healthcare ETF | 20,910 | $1.27M | $1.47M | - | $207,847.4 | 16.41% | +0.142% |
| IYJ iShares U.S. Industrials ETF | 8,805 | $1.27M | $1.38M | - | $105,574.01 | 8.29% | +0.407% |
 LRCX Lam Research Corporation | 2,400 | $233,616 | $827,448 | - | $593,832 | 254.19% | -0.783% |
| META Meta Platforms Inc Class A | 669 | $324,853.02 | $498,348.13 | - | $173,495.11 | 53.41% | +2.312% |
| NVDA NVIDIA Corporation | 9,730 | $481,829.6 | $2.3M | - | $1.82M | 377.87% | +1.15% |
| QQQ Invesco QQQ Trust, Series 1 | 72,704 | $32.64M | $54.8M | - | $22.17M | 67.91% | +0.56% |
| QQQM Invesco NASDAQ 100 ETF | 6,205 | $1.23M | $1.93M | - | $697,994 | 56.84% | +0.554% |
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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 - $4.05M, Vanguard Large-Cap Index Fund ETF Shares - $2.91M, 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 - $420,227.55, 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 $12.44M 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 - $1.41M, Invesco QQQ Trust, Series 1 - $1.18M, iShares Core S&P 500 ETF - $665,053.68, and iShares 0-3 Month Treasury Bond ETF - $648,866.32. 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.
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