Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

KG&L Capital Management,LLC 13F Holdings -- Portfolio & Top Positions (2026-03-31)

KG&L Capital Management,LLC (CIK 1771687) reported $139.5M across 122 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPY ($11.2M, 8.06%), JPM ($8.6M, 6.19%), XOM ($6.9M, 4.97%), BIL ($6.4M, 4.58%), VUG ($4.0M, 2.87%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1SPYSTATE STR SPDR S&P 500 ETF T$11.2M8.06%17,292Trimmed
2JPMJPMORGAN CHASE & CO$8.6M6.19%29,952Trimmed
3XOMEXXON MOBIL CORP$6.9M4.97%41,429Trimmed
4BILSPDR SERIES TRUST$6.4M4.58%69,736Added
5VUGVANGUARD INDEX FDS$4.0M2.87%9,178Trimmed
6GBILGOLDMAN SACHS ETF TR$3.9M2.78%38,690Added
7AAPLAPPLE INC$3.8M2.69%15,035Trimmed
8GOOGLALPHABET INC$3.7M2.64%12,814Trimmed
9FBNDFIDELITY MERRIMACK STR TR$3.4M2.44%74,626Added
10AGGISHARES TR$3.2M2.27%31,885Trimmed
11WMTWALMART INC$2.5M1.81%20,283Trimmed
12EFAISHARES TR$2.4M1.74%24,928Trimmed
13MSFTMICROSOFT CORP$2.4M1.73%6,539Trimmed
14LQDISHARES TR$2.3M1.61%20,648Trimmed
15JNJJOHNSON & JOHNSON$2.1M1.49%8,705Trimmed
16SJNKSPDR SERIES TRUST$2.0M1.42%79,379Trimmed
17TSMTAIWAN SEMICONDUCTOR MANUFAC$1.9M1.40%5,770Trimmed
18CMICUMMINS INC$1.9M1.39%3,671Trimmed
19ORLYOREILLY AUTOMOTIVE INC$1.7M1.25%18,860Added
20QQQINVESCO QQQ TR$1.7M1.22%2,955Trimmed
21COKECOCA COLA CONS INC$1.6M1.16%8,405Trimmed
22IJHISHARES TR$1.6M1.11%23,002Trimmed
23SCHDSCHWAB STRATEGIC TR$1.5M1.10%50,178Added
24BABINVESCO EXCH TRADED FD TR II$1.5M1.08%55,753Trimmed
25IVVISHARES TR$1.5M1.04%2,228Trimmed

Source: SEC Form 13F filings · as of 2026-03-31