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Kirkwood Financial Services Portfolio
$349.9M across 42 positions as of 2026-06-30, with 88% of it in the ten largest. 4 quarters on file.
How the reported portfolio did
Each 13F's long stock positions, held to the next quarter's end, against the S&P 500. Yearly rates, on closes without dividends.
1 year
+15.0%
+0.6% a year vs the S&P 500
3 years
—
a quarter missing or too little priced
5 years
—
a quarter missing or too little priced
Quarters ahead
2 of 4
| Quarter | Portfolio | S&P 500 |
|---|---|---|
| Jun 30, 2026 to Sep 30, 2026 | +2.0% | +2.1% |
| Mar 31, 2026 to Jun 30, 2026 | +16.3% | +14.8% |
| Dec 31, 2025 to Mar 31, 2026 | -4.6% | -4.6% |
| Sep 30, 2025 to Dec 31, 2025 | +1.6% | +2.4% |
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| SPYState Street SPDR S&P 500 ETF Trust | $88.1M | 25.2% | 117,959 |
| QQQMInvesco NASDAQ 100 ETF | $51.1M | 14.6% | 168,645 |
| DIAState Street SPDR Dow Jones Industrial Average ETF Trust | $34.3M | 9.8% | 65,577 |
| TDIVFirst Trust NASDAQ Technology Dividend Index Fund | $31.9M | 9.1% | 277,423 |
| FTSMFirst Trust Enhanced Short Maturity ETF | $26.1M | 7.5% | 436,651 |
| VICTORY PORTFOLIOS II | $18.4M | 5.3% | 536,075 |
| VFLOVictoryShares Free Cash Flow ETF | $17.8M | 5.1% | 387,737 |
| FIRST TR EXCHNG TRADED FD VI | $13.3M | 3.8% | 364,178 |
| VICTORY PORTFOLIOS II | $13.1M | 3.7% | 258,893 |
| FIRST TR EXCHNG TRADED FD VI | $13M | 3.7% | 298,890 |
| SKYYFirst Trust Cloud Computing ETF | $11.6M | 3.3% | 86,165 |
| LMBSFirst Trust Low Duration Opportunities ETF | $6.3M | 1.8% | 127,287 |
| FIRST TR EXCHANGE-TRADED FD | $6.2M | 1.8% | 140,147 |
| QQQInvesco QQQ Trust, Series 1 | $3.7M | 1.0% | 5,030 |
| AAPLApple Inc | $2.3M | 0.7% | 7,988 |
| WFCWells Fargo & Co | $1.2M | 0.3% | 14,802 |
| QTECFIRST TR EXCHANGE-TRADED FD | $1.1M | 0.3% | 3,392 |
| BUFRFT Vest Laddered Buffer ETF | $922.6K | 0.3% | 25,255 |
| NVDANVIDIA Corp | $863.8K | 0.2% | 4,317 |
| SSGA ACTIVE ETF TR | $801.4K | 0.2% | 19,824 |
| SCHXSchwab U.S. Large-Cap ETF | $770.6K | 0.2% | 26,183 |
| SPDR SERIES TRUST | $736.4K | 0.2% | 12,113 |
| GOOGLAlphabet Inc | $555K | 0.2% | 1,553 |
| IWRiShares Russell Mid-Cap ETF | $511.5K | 0.1% | 4,636 |
| VYMVanguard High Dividend Yield ETF | $495.8K | 0.1% | 3,137 |
| MSFTMicrosoft Corp | $381.7K | 0.1% | 1,023 |
| CVXChevron Corp | $379.2K | 0.1% | 2,288 |
| AMZNAmazon.com Inc | $366.8K | 0.1% | 1,539 |
| VTEBVanguard Tax-Exempt Bond ETF | $362.5K | 0.1% | 7,167 |
| ETF SER SOLUTIONS | $332.5K | 0.1% | 3,498 |
| SPDR SERIES TRUST | $326.8K | 0.1% | 2,284 |
| SPYMState Street SPDR Portfolio S&P 500 ETF | $294.1K | 0.1% | 3,346 |
| MPCMarathon Petroleum Corp | $255.7K | 0.1% | 1,000 |
| CSXCSX Corp | $242.2K | 0.1% | 5,095 |
| EXXON MOBIL CORP | $240.4K | 0.1% | 1,758 |
| CATCaterpillar Inc | $237.5K | 0.1% | 223 |
| IWNiShares Russell 2000 Value ETF | $236.7K | 0.1% | 1,070 |
| VPUVanguard Utilities ETF | $229.4K | 0.1% | 1,172 |
| DGROiShares Core Dividend Growth ETF | $229K | 0.1% | 3,022 |
| XLFState Street Financial Select Sector SPDR ETF | $221.2K | 0.1% | 4,126 |
| GOOGAlphabet Inc | $217.3K | 0.1% | 615 |
| SPDR SERIES TRUST | $207.6K | 0.1% | 1,144 |
Quarter ending 2026-06-30.
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