☆Kingsman Wealth Management, Inc.
Quality Q
0.248
AUM ($M)
214
Positions
76
Turnover
0.19
Top-10 wt
57%
Herfindahl
0.049
History (qtrs)
6
Excess Return
—
AI Eval Run AI Eval
Holdings · 83 positions · portfolio value $214M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆NVDA funds › | NVIDIA CORPORATION | TRIM | — | 14.5% | -0.7% | 30.9 | 154,610 | -459 | 5 | — |
| ☆AMZN funds › | AMAZON COM INC | ADD | — | 7.2% | -0.2% | 15.4 | 64,679 | +1,113 | 5 | — |
| ☆GE funds › | GE AEROSPACE | TRIM | — | 6.7% | +0.1% | 14.3 | 38,254 | -2,943 | 5 | — |
| ☆AAPL funds › | APPLE INC | ADD | — | 5.5% | +0.4% | 11.7 | 40,274 | +4,825 | 5 | — |
| ☆HWM funds › | HOWMET AEROSPACE INC | ADD | — | 4.9% | +0.0% | 10.4 | 38,769 | +1,397 | 5 | — |
| ☆META funds › | META PLATFORMS INC | TRIM | — | 4.0% | -1.6% | 8.6 | 15,211 | -2,411 | 5 | — |
| ☆IYW funds › | ISHARES TR | TRIM | — | 3.9% | +0.5% | 8.4 | 33,318 | -347 | 5 | — |
| ☆GS funds › | GOLDMAN SACHS GROUP INC | ADD | — | 3.7% | +0.2% | 7.9 | 7,766 | +381 | 5 | — |
| ☆WMT funds › | WALMART INC | TRIM | — | 3.5% | -1.3% | 7.5 | 66,198 | -2,132 | 5 | — |
| ☆AVGO funds › | BROADCOM INC | ADD | — | 3.3% | +0.6% | 7.0 | 18,587 | +3,314 | 5 | — |
| ☆STX funds › | SEAGATE TECHNOLOGY HLDNGS PL | ADD | — | 3.1% | +2.5% | 6.6 | 6,812 | +4,170 | 2 | — |
| ☆LRCX funds › | LAM RESEARCH CORP | ADD | — | 2.9% | +2.1% | 6.2 | 14,236 | +7,742 | 2 | — |
| ☆GEV funds › | GE VERNOVA INC | ADD | — | 2.5% | +0.9% | 5.3 | 4,530 | +1,192 | 5 | — |
| ☆PLTR funds › | PALANTIR TECHNOLOGIES INC | TRIM | — | 2.5% | -1.9% | 5.3 | 45,119 | -7,599 | 5 | — |
| ☆TSM funds › | TAIWAN SEMICONDUCTOR MANUFAC | ADD | — | 2.3% | +1.3% | 5.0 | 10,369 | +4,827 | 5 | — |
| ☆MU funds › | MICRON TECHNOLOGY INC | ADD | — | 1.7% | +1.4% | 3.7 | 3,178 | +1,763 | 2 | — |
| ☆LLY funds › | ELI LILLY & CO | ADD | — | 1.6% | +0.6% | 3.4 | 2,833 | +923 | 5 | — |
| ☆COST funds › | COSTCO WHOLESALE CORPORATION | TRIM | — | 1.5% | -0.7% | 3.1 | 3,361 | -589 | 5 | — |
| ☆PWR funds › | QUANTA SVCS INC | NEW | — | 1.4% | +1.4% | 3.0 | 4,115 | +4,115 | 1 | — |
| ☆GOOG funds › | ALPHABET INC | TRIM | — | 1.3% | +0.0% | 2.8 | 7,979 | -102 | 5 | — |
| ☆C funds › | CITIGROUP INC | TRIM | — | 1.3% | -0.1% | 2.7 | 19,424 | -1,791 | 4 | — |
| ☆VRT funds › | VERTIV HOLDINGS CO | ADD | — | 1.3% | +0.8% | 2.7 | 8,110 | +4,452 | 5 | — |
| ☆CRWD funds › | CROWDSTRIKE HLDGS INC | ADD | — | 1.3% | +1.1% | 2.7 | 3,542 | +2,910 | 5 | — |
| ☆GOOGL funds › | ALPHABET INC | TRIM | — | 1.2% | -1.5% | 2.6 | 7,374 | -9,697 | 5 | — |
| ☆AMD funds › | ADVANCED MICRO DEVICES INC | ADD | — | 1.1% | +0.8% | 2.3 | 3,893 | +1,508 | 3 | — |
| ☆JNJ funds › | JOHNSON & JOHNSON | TRIM | — | 0.9% | -1.1% | 1.9 | 7,347 | -7,104 | 3 | — |
| ☆PVAL funds › | PUTNAM ETF TRUST | TRIM | — | 0.9% | -0.2% | 1.8 | 35,952 | -3,858 | 5 | — |
| ☆GLW funds › | CORNING INC | NEW | — | 0.8% | +0.8% | 1.7 | 6,688 | +6,688 | 1 | — |
| ☆NUE funds › | NUCOR CORP | ADD | — | 0.8% | +0.5% | 1.6 | 7,400 | +5,014 | 2 | — |
| ☆BRKB funds › | BERKSHIRE HATHAWAY INC DEL | TRIM | — | 0.8% | -0.5% | 1.6 | 3,224 | -1,374 | 5 | — |
| ☆MSFT funds › | MICROSOFT CORP | ADD | — | 0.7% | -0.1% | 1.5 | 4,147 | +83 | 5 | — |
| ☆JPM funds › | JPMORGAN CHASE & CO | ADD | — | 0.6% | -0.0% | 1.3 | 4,095 | +82 | 5 | — |
| ☆DELL funds › | DELL TECHNOLOGIES INC | NEW | — | 0.6% | +0.6% | 1.2 | 2,778 | +2,778 | 1 | — |
| ☆KO funds › | COCA COLA CO | NEW | — | 0.6% | +0.6% | 1.2 | 14,610 | +14,610 | 1 | — |
| ☆VTI funds › | VANGUARD INDEX FDS | ADD | — | 0.5% | -0.0% | 1.2 | 3,127 | +9 | 5 | — |
| ☆RY funds › | ROYAL BK CDA | ADD | — | 0.5% | +0.1% | 1.1 | 5,345 | +375 | 4 | — |
| ☆CSCO funds › | CISCO SYS INC | NEW | — | 0.5% | +0.5% | 1.1 | 9,280 | +9,280 | 1 | — |
| ☆BA funds › | BOEING CO | TRIM | — | 0.5% | -0.8% | 1.0 | 4,791 | -7,031 | 4 | — |
| ☆RTX funds › | RTX CORPORATION | TRIM | — | 0.5% | -3.9% | 1.0 | 5,216 | -35,523 | 4 | — |
| ☆SO funds › | SOUTHERN CO | ADD | — | 0.5% | -0.1% | 1.0 | 10,062 | +2 | 5 | — |
| ☆IEFA funds › | ISHARES TR | ADD | — | 0.4% | -0.0% | 0.7 | 7,748 | +124 | 5 | — |
| ☆MS funds › | MORGAN STANLEY | TRIM | — | 0.3% | -0.0% | 0.7 | 3,127 | -288 | 5 | — |
| ☆V funds › | VISA INC | TRIM | — | 0.3% | -0.1% | 0.7 | 1,900 | -280 | 5 | — |
| ☆NEE funds › | NEXTERA ENERGY INC | NEW | — | 0.3% | +0.3% | 0.6 | 7,000 | +7,000 | 1 | — |
| ☆HD funds › | HOME DEPOT INC | TRIM | — | 0.3% | -0.0% | 0.6 | 1,714 | -48 | 5 | — |
| ☆GD funds › | GENERAL DYNAMICS CORP | TRIM | — | 0.3% | -0.4% | 0.6 | 1,656 | -2,053 | 4 | — |
| ☆ROST funds › | ROSS STORES INC | TRIM | — | 0.3% | -0.9% | 0.6 | 2,645 | -7,105 | 2 | — |
| ☆SPY funds › | STATE STR SPDR S&P 500 ETF T | TRIM | — | 0.3% | -0.0% | 0.6 | 742 | -6 | 5 | — |
| ☆USMV funds › | ISHARES TR | ADD | — | 0.2% | -0.0% | 0.5 | 5,295 | +17 | 5 | — |
| ☆SCHD funds › | SCHWAB STRATEGIC TR | ADD | — | 0.2% | -0.0% | 0.5 | 15,861 | +6 | 5 | — |
| ☆VTV funds › | VANGUARD INDEX FDS | ADD | — | 0.2% | -0.0% | 0.5 | 2,196 | +11 | 5 | — |
| ☆ISRG funds › | INTUITIVE SURGICAL INC | TRIM | — | 0.2% | -0.4% | 0.5 | 1,174 | -1,309 | 5 | — |
| ☆IJR funds › | ISHARES TR | ADD | — | 0.2% | -0.0% | 0.4 | 2,906 | +9 | 5 | — |
| ☆QQQ funds › | INVESCO QQQ TR | HOLD | — | 0.2% | +0.0% | 0.4 | 582 | +0 | 5 | — |
| ☆PANW funds › | PALO ALTO NETWORKS INC | TRIM | — | 0.2% | +0.1% | 0.4 | 1,216 | -193 | 5 | — |
| ☆ORCL funds › | ORACLE CORP | TRIM | — | 0.2% | -0.0% | 0.4 | 2,664 | -8 | 5 | — |
| ☆SPCX funds › | SPACE EXPLORATION TECHN CORP | NEW | — | 0.2% | +0.2% | 0.4 | 2,220 | +2,220 | 1 | — |
| ☆IBM funds › | INTERNATIONAL BUSINESS MACHS | TRIM | — | 0.2% | -0.1% | 0.4 | 1,267 | -484 | 5 | — |
| ☆ET funds › | ENERGY TRANSFER L P | TRIM | — | 0.2% | -0.1% | 0.3 | 17,222 | -1,882 | 5 | — |
| ☆LHX funds › | L3HARRIS TECHNOLOGIES INC | TRIM | — | 0.1% | -0.1% | 0.3 | 1,044 | -101 | 5 | — |
| ☆FBND funds › | FIDELITY MERRIMACK STR TR | ADD | — | 0.1% | -0.0% | 0.3 | 6,340 | +72 | 4 | — |
| ☆CWS funds › | ADVISORSHARES TR | TRIM | — | 0.1% | -0.2% | 0.3 | 4,214 | -4,925 | 5 | — |
| ☆MGV funds › | VANGUARD WORLD FD | ADD | — | 0.1% | -0.0% | 0.3 | 1,740 | +7 | 5 | — |
| ☆LMT funds › | LOCKHEED MARTIN CORP | ADD | — | 0.1% | -0.1% | 0.3 | 552 | +3 | 5 | — |
| ☆TSLA funds › | TESLA INC | NEW | — | 0.1% | +0.1% | 0.3 | 667 | +667 | 1 | — |
| ☆CUSIP:30231G102 funds › | EXXON MOBIL CORP | TRIM | — | 0.1% | -0.1% | 0.3 | 1,990 | -332 | 2 | — |
| ☆VEA funds › | VANGUARD TAX-MANAGED FDS | NEW | — | 0.1% | +0.1% | 0.3 | 3,630 | +3,630 | 1 | — |
| ☆VXF funds › | VANGUARD INDEX FDS | ADD | — | 0.1% | +0.0% | 0.3 | 1,024 | +3 | 4 | — |
| ☆VIG funds › | VANGUARD SPECIALIZED FUNDS | ADD | — | 0.1% | -0.0% | 0.2 | 1,026 | +4 | 5 | — |
| ☆SPYM funds › | SPDR SERIES TRUST | NEW | — | 0.1% | +0.1% | 0.2 | 2,693 | +2,693 | 1 | — |
| ☆NFLX funds › | NETFLIX INC. | TRIM | — | 0.1% | -0.1% | 0.2 | 3,170 | -940 | 5 | — |
| ☆AXP funds › | AMERICAN EXPRESS CO | TRIM | — | 0.1% | -0.0% | 0.2 | 649 | -225 | 5 | — |
| ☆VV funds › | VANGUARD INDEX FDS | NEW | — | 0.1% | +0.1% | 0.2 | 630 | +630 | 1 | — |
| ☆MRK funds › | MERCK & CO INC | TRIM | — | 0.1% | -0.0% | 0.2 | 1,658 | -53 | 2 | — |
| ☆MGK funds › | VANGUARD WORLD FD | NEW | — | 0.1% | +0.1% | 0.2 | 2,395 | +2,395 | 1 | — |
| ☆CDNS funds › | CADENCE DESIGN SYSTEM INC | NEW | — | 0.1% | +0.1% | 0.2 | 550 | +550 | 1 | — |
| ☆SAN funds › | BANCO SANTANDER SA | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -12,700 | 0 | — |
| ☆NEM funds › | NEWMONT CORP | EXIT | — | 0.0% | -0.2% | 0.0 | 0 | -2,513 | 0 | — |
| ☆UBER funds › | UBER TECHNOLOGIES INC | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -3,157 | 0 | — |
| ☆NOC funds › | NORTHROP GRUMMAN CORP | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -296 | 0 | — |
| ☆BSX funds › | BOSTON SCIENTIFIC CORP | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -3,537 | 0 | — |
| ☆PH funds › | PARKER-HANNIFIN CORP | EXIT | — | 0.0% | -0.6% | 0.0 | 0 | -1,220 | 0 | — |
| ☆BKR funds › | BAKER HUGHES COMPANY | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -3,346 | 0 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 214 | 76 | 0.19 | 57% | 0.049 | 0.249 | — | in |
| 2026Q1 | 178 | 70 | 0.14 | 62% | 0.054 | 0.360 | — | in |
| 2025Q4 | 185 | 66 | 0.11 | 64% | 0.060 | 0.401 | — | in |
| 2025Q3 | 180 | 69 | 0.16 | 67% | 0.064 | 0.343 | — | in |
| 2025Q2 | 161 | 63 | 0.16 | 68% | 0.065 | 0.363 | — | entered |
| 2025Q1 | 137 | 64 | 0.00 | 64% | 0.055 | 0.000 | — | out |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
JSON: /api/signals ·
/api/funds ·
/api/status