KCM Capital Inc

CIK 0002026745 · Q1 2026

13F Equity AUM

$621.7M

+18.9% QoQ

Positions

+4 QoQ

AUM Rank

#3,782

Top 30%

Skill Alpha (FF)

—

No alpha data

Quarters Tracked

~0 years

Portfolio Concentration

Top 5: 45.6%Top 10: 68.5%Top 20: 91.6%

SNDK13.3%

SNDK9.8%

NVDA8.4%

MU8.2%

LLY5.9%

GEG5.4%

AMZN5.2%

CUK4.6%

CBLL4.1%

META3.6%

Others (24)31.5%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Technology48.1%

Healthcare14.1%

Consumer Cyclical12.7%

Industrials7.1%

Communication Services6.4%

Consumer Defensive3.0%

Energy2.6%

Other6.0%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 34Median: 1.73%Avg: 2.94%

0–0.5%

4(0.7%)

0.5–1%

8(5.5%)

1–3%

11(22.3%)

3–5%

4(15.4%)

5%+

7(56.2%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 33Unique: 1vs 20 funds

0.5%Low

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

JPMORGAN CHASE & CO

0.7%

BlackRock, Inc.

0.8%

MORGAN STANLEY

0.6%

BANK OF AMERICA CORP /DE/

0.6%

FMR LLC

0.9%

VANGUARD CAPITAL MANAGEMENT LLC

0.8%

GEODE CAPITAL MANAGEMENT, LLC

0.8%

STATE STREET CORP

0.7%

VANGUARD PORTFOLIO MANAGEMENT LLC

0.9%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New9Increased7Decreased10Exited5

New Positions

MU3.1%

+560K

CXW1.7%

+550K

AEP0.7%

+31K

DUK0.7%

+31K

MRK0.6%

+33K

BMY0.6%

+66K

CARL0.3%

+200K

CCL0.1%

+1.0M

SI0.1%

+35K

Increased

GEG5.4%

+535K(+37%)

SELECT SECTOR SPDR T…0.9%

+500K(+83%)

CBLL4.1%

+400K(+40%)

ET2.6%

+240K(+40%)

MU8.2%

+60K(+67%)

GOOG2.8%

+10K(+20%)

IWM0.8%

+10K(+95%)

Decreased

DKNG1.7%

-200,000(-29%)

SNDK13.3%

-111,701(-46%)

CUK4.6%

-100,000(-8%)

XLU1.1%

-50,000(-25%)

SNDK9.8%

-12,400(-3%)

APP2.6%

-10,000(-20%)

IRTC0.6%

-7,000(-19%)

META3.6%

-1,000(-3%)

COST3.0%

-1(-0%)

ABT0.6%

-1(0%)

Exited

TSLA

-130,000

WDC

-170,000

GEO GROUP INC NEW

-1,050,200

PSTG

-16,737

BA-PA

-126,800

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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