Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
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 (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.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $11.2M | 8.06% | 17,292 | Trimmed |
| 2 | JPM | JPMORGAN CHASE & CO | $8.6M | 6.19% | 29,952 | Trimmed |
| 3 | XOM | EXXON MOBIL CORP | $6.9M | 4.97% | 41,429 | Trimmed |
| 4 | BIL | SPDR SERIES TRUST | $6.4M | 4.58% | 69,736 | Added |
| 5 | VUG | VANGUARD INDEX FDS | $4.0M | 2.87% | 9,178 | Trimmed |
| 6 | GBIL | GOLDMAN SACHS ETF TR | $3.9M | 2.78% | 38,690 | Added |
| 7 | AAPL | APPLE INC | $3.8M | 2.69% | 15,035 | Trimmed |
| 8 | GOOGL | ALPHABET INC | $3.7M | 2.64% | 12,814 | Trimmed |
| 9 | FBND | FIDELITY MERRIMACK STR TR | $3.4M | 2.44% | 74,626 | Added |
| 10 | AGG | ISHARES TR | $3.2M | 2.27% | 31,885 | Trimmed |
| 11 | WMT | WALMART INC | $2.5M | 1.81% | 20,283 | Trimmed |
| 12 | EFA | ISHARES TR | $2.4M | 1.74% | 24,928 | Trimmed |
| 13 | MSFT | MICROSOFT CORP | $2.4M | 1.73% | 6,539 | Trimmed |
| 14 | LQD | ISHARES TR | $2.3M | 1.61% | 20,648 | Trimmed |
| 15 | JNJ | JOHNSON & JOHNSON | $2.1M | 1.49% | 8,705 | Trimmed |
| 16 | SJNK | SPDR SERIES TRUST | $2.0M | 1.42% | 79,379 | Trimmed |
| 17 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1.9M | 1.40% | 5,770 | Trimmed |
| 18 | CMI | CUMMINS INC | $1.9M | 1.39% | 3,671 | Trimmed |
| 19 | ORLY | OREILLY AUTOMOTIVE INC | $1.7M | 1.25% | 18,860 | Added |
| 20 | QQQ | INVESCO QQQ TR | $1.7M | 1.22% | 2,955 | Trimmed |
| 21 | COKE | COCA COLA CONS INC | $1.6M | 1.16% | 8,405 | Trimmed |
| 22 | IJH | ISHARES TR | $1.6M | 1.11% | 23,002 | Trimmed |
| 23 | SCHD | SCHWAB STRATEGIC TR | $1.5M | 1.10% | 50,178 | Added |
| 24 | BAB | INVESCO EXCH TRADED FD TR II | $1.5M | 1.08% | 55,753 | Trimmed |
| 25 | IVV | ISHARES TR | $1.5M | 1.04% | 2,228 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31