1y return+7.9%S&P 500 +20.9%
3y return−18.7%S&P 500 +68.5%
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.
$100 invested in its stock picks
Since June 30, 2022: $80 against $198 in the S&P 500.2
Kim, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| SPMCSound Point Meridian Cap Inc | $106.8M | 30.5% | |
| ASPNAspen Aerogels Inc | $77.9M | 22.2% | |
| VSHVishay Intertechnology Inc | $59.6M | 17.0% | −43.0% |
| Energy Transfer L PCUSIP 29273V704 | $23.8M | 6.8% | |
| RSBYTidal Trust II | $23.3M | 6.7% | −49.6% |
| Kore Group Hldgs IncCUSIP 50066V107 | $18.5M | 5.3% | |
| RSSYTidal Trust II | $8.7M | 2.5% | −78.5% |
| Dpc Holdings PLCCUSIP G2R11M108 | $6.3M | 1.8% | New |
| CHYMChime Finl Inc | $5.9M | 1.7% | |
| NZFNuveen Mun Cr Income Fd | $3.2M | 0.9% | |
| SMRTSmartrent Inc | $3.2M | 0.9% | |
| XNEAXNuveen Amt Free Qlty Mun Inc | $2.9M | 0.8% | |
| MMLPMartin Midstream Prtnrs L P | $2.3M | 0.7% | |
| MYIBlackrock Muniyield Quality | $2.3M | 0.7% | |
| FIPFtai Infrastructure Inc | $1.4M | 0.4% | |
| MQYBlackrock Muniyild Qult Fd I | $1.3M | 0.4% | |
| NADNuveen Quality Muncp Income | $1.2M | 0.3% | |
| AZULAzul S A | $1.1M | 0.3% | New |
| ARLPAlliance Resource Partners L | $828K | 0.2% | New |
| MHDBlackrock Muniholdings Fd In | $273K | 0.1% |
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 |
|---|---|---|---|
| VSHVishay Intertechnology Inc | June 30, 2022 | +201.8% | $59.6M |
| FIPFtai Infrastructure Inc | September 30, 2022 | +93.3% | $1.4M |
| RSSYTidal Trust II | June 30, 2024 | +21.0% | $8.7M |
| NZFNuveen Mun Cr Income Fd | December 31, 2023 | +7.3% | $3.2M |
| XNEAXNuveen Amt Free Qlty Mun Inc | December 31, 2023 | +6.7% | $2.9M |
| MQYBlackrock Muniyild Qult Fd I | March 31, 2026 | +5.6% | $1.3M |
| NADNuveen Quality Muncp Income | June 30, 2024 | +3.2% | $1.2M |
| Energy Transfer L PCUSIP 29273V704 | March 31, 2026 | −0.9% | $23.8M |
| MHDBlackrock Muniholdings Fd In | June 30, 2024 | −1.6% | $273K |
| MYIBlackrock Muniyield Quality | March 31, 2024 | −3.1% | $2.3M |
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +39.5% | +14.8% |
| March 31, 2026 | −5.2% | −4.6% |
| December 31, 2025 | −22.4% | +2.4% |
| September 30, 2025 | +5.1% | +7.8% |
| June 30, 2025 | −3.2% | +10.5% |
| March 31, 2025 | −19.1% | −4.6% |
| December 31, 2024 | −20.1% | +2.1% |
| September 30, 2024 | +2.4% | +5.4% |
| June 30, 2024 | +11.8% | +4.0% |
| March 31, 2024 | +3.5% | +10.0% |
| December 31, 2023 | +8.5% | +11.2% |
| September 30, 2023 | −6.4% | −3.6% |
| June 30, 2023 | +5.5% | +8.3% |
| March 31, 2023 | −4.2% | +7.0% |
| December 31, 2022 | −6.4% | +7.1% |
| September 30, 2022 | +4.2% | −5.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Kim, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1888968&type=13F-HR&dateb=&owner=include&count=40CIK 1888968
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1888968/000188896826000003/Filed August 13, 2026 · accession 0001888968-26-000003