FCHI8,141.92-0.19%
GDAXI24,083.53-0.19%
DJI49,189.00-0.08%
XLE57.060.33%
STOXX50E5,860.32-0.39%
XLF51.780.70%
FTSE10,321.09-0.56%
IXIC24,859.940.09%
RUT2,786.92-0.00%
GSPC7,172.940.11%
Temp30.1°C
UV12.4
Feels35.1°C
Humidity62%
Wind13 km/h
Air QualityAQI 1
Cloud Cover25%
Rain0%
Sunrise06:00 AM
Sunset06:47 PM
Time1:39 PM

Institutional Manager · CIK 0001888968

KIM, LLC

WICHITA, KS · File #028-22610

Latest AUM
$1.23B
Positions
76
Top-10 Concentration
66.2%
Filings
10

Portfolio Value Over Time

2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12

Biggest QoQ Changes

Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.

ActionIssuerTicker / CUSIPΔ SharesFlow ($)Price Effect
NEWPALANTIR TECHNOLOGIES INCPLTR+500,000+$88.9M$0
ADDSPDR S&P 500 ETF TRSPY+100,000+$68.2M+$4.7M
EXITEDISHARES TR464288513-700,000-$56.8M$0
REDUCET1 ENERGY INCTE-WT-5,811,535-$38.8M+$32.0M
NEWJETBLUE AIRWAYS CORPJBLU+26,126,000+$25.7M$0
REDUCETIDAL TRUST II88636J345-1,245,000-$23.9M-$3.7M
ADDMARRIOTT VACATIONS WORLDWIDEVAC+20,510,000+$20.5M+$85,019
REDUCETIDAL TRUST II88636J352-1,245,000-$19.2M-$4.8M
NEWAIRBNB INCABNB+19,055,000+$18.9M$0
NEWEXACT SCIENCES CORP30063PAB1+15,384,000+$16.1M$0

Sector Allocation

Technology
22.6%$278.9M
Industrials
6.5%$80.9M
Financials
1.6%$19.5M
Healthcare
1.5%$18.1M
Utilities
0.9%$11.0M

Filing History

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1SPDR S&P 500 ETF TRSPY400,000$272.8M23.17%
2SOUND POINT MERIDIAN CAP INCSPME10,790,928$148.4M12.60%
3PALANTIR TECHNOLOGIES INCPLTR500,000$88.9M7.55%
4TIDAL TRUST II88636J3523,755,000$57.8M4.91%
5TIDAL TRUST II88636J3452,830,000$54.3M4.62%
6VISHAY INTERTECHNOLOGY INCVSH3,096,454$44.9M3.81%
7ASPEN AEROGELS INCASPN12,280,426$34.8M2.95%
8MARRIOTT VACATIONS WORLDWIDEVAC27,000,000$27.0M2.29%
9JETBLUE AIRWAYS CORPJBLU26,126,000$25.7M2.18%
10VAIL RESORTS INCMTN25,231,000$25.2M2.14%
11CABLE ONE INCCABO25,000,000$24.7M2.10%
12MITEK SYS INCMITK20,000,000$19.8M1.68%
13UBER TECHNOLOGIES INCUBER14,800,000$19.2M1.63%
14AIRBNB INCABNB19,055,000$18.9M1.61%
15CSG SYS INTL INC126349AH215,000,000$17.8M1.51%
16EXACT SCIENCES CORP30063PAB115,384,000$16.1M1.37%
17FORD MTR CO345370CZ115,000,000$15.6M1.33%
18LIBERTY MEDIA CORP DELFWONB15,000,000$15.1M1.28%
19GUESS INC401617AF215,000,000$14.9M1.26%
20SNOWFLAKE INCSNOW10,000,000$14.9M1.26%