Returns–Not enough quarters yet
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| SNDKSandisk Corp | $79.6M | 13.0% | −73.1% |
| MUMicron Technology Inc | $69.3M | 11.3% | −60.0% |
| NVDANvidia Corporation | $60.0M | 9.8% | |
| LLYEli Lilly & Co | $48.0M | 7.8% | |
| GEOGeo Group Inc New | $44.3M | 7.3% | −24.8% |
| AMZNAmazon Com Inc | $36.9M | 6.0% | |
| Carnival PLCCUSIP 14365C103 | $31.4M | 5.1% | |
| GOOGAlphabet Inc | $26.5M | 4.3% | +25.0% |
| METAMeta Platforms Inc | $22.5M | 3.7% | +2.6% |
| CBLLCeribell Inc | $21.9M | 3.6% | −19.6% |
| APPApplovin Corp | $20.6M | 3.4% | |
| MSFTMicrosoft Corp | $17.5M | 2.9% | |
| COSTCostco Whsl Corp New | $17.3M | 2.8% | |
| ETEnergy Transfer L P | $16.1M | 2.6% | |
| BEBloom Energy Corp | $15.1M | 2.5% | New |
| DKNGDraftkings Inc New | $12.6M | 2.1% | |
| UNPUnion Pac Corp | $11.9M | 2.0% | |
| ABBVAbbvie Inc | $8.8M | 1.4% | |
| XLUSelect Sector Spdr Tr | $6.8M | 1.1% | |
| SIShoulder Innovations Inc | $6.1M | 1.0% | +757.1% |
| IWMIshares Tr | $6.0M | 1.0% | |
| MCDMcdonalds Corp | $6.0M | 1.0% | |
| CARLCarlsmed Inc | $4.6M | 0.7% | +120.0% |
| MRKMerck & Co Inc | $4.2M | 0.7% | |
| AEPAmerican Elec Pwr Co Inc | $4.2M | 0.7% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| GEOGeo Group Inc New | December 31, 2025 | +83.3% | $44.3M |
| SIShoulder Innovations Inc | March 31, 2026 | +39.6% | $6.1M |
| CTVACorteva Inc | December 31, 2025 | +26.3% | $1.1M |
| IWMIshares Tr | December 31, 2025 | +22.1% | $6.0M |
| UNPUnion Pac Corp | December 31, 2025 | +17.6% | $11.9M |
| ETEnergy Transfer L P | December 31, 2025 | +15.9% | $16.1M |
| CARLCarlsmed Inc | March 31, 2026 | +14.7% | $4.6M |
| GOOGAlphabet Inc | December 31, 2025 | +12.6% | $26.5M |
| LLYEli Lilly & Co | December 31, 2025 | +11.6% | $48.0M |
| ABBVAbbvie Inc | December 31, 2025 | +10.1% | $8.8M |
Sold off last quarter
- CXWCorecivic Inc was $10.4M
- IRTCIrhythm Technologies Inc was $3.5M
- Carnival PLCCUSIP 14365C903 was $650K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| March 31, 2026 | +9.8% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: KCM Capital Inc Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2026745&type=13F-HR&dateb=&owner=include&count=40CIK 2026745
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2026745/000202674526000006/Filed August 12, 2026 · accession 0002026745-26-000006