KENNICOTT CAPITAL MANAGEMENT LLC

PrivateCIK: 1863265
Location

CORTE MADERA, CA

46
Positions
$215.88M
Total AUM (reported)
1.19M
Total Shares

Allocation by class

TOTAL AUM$215.88M46 positions
UNIT SER 1$53.54M24.8%
LARGE CAP ETF$24.14M11.2%
GROWTH ETF$22.81M10.6%
TR UNIT$18.58M8.6%
0-3 MTH TREASURY$15.08M7.0%
ST STR TECHN ETF$14.52M6.7%
COM$7.02M3.3%

Portfolio Concentration

Top 346.5%4–1032.6%11–2515.9%Rest5.0%TOP 1079.1%0%100%
Top 3$100.48M46.5%
4–10$70.31M32.6%
11–25$34.36M15.9%
Rest$10.72M5.0%

Top 3 weight

46.5%

Top 10 weight

79.1%

Voting Authority Distribution

Total shares with voting rights: 1.19M

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

1.19M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole46
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings46
Rows:

INVESCO QQQ TR

SOLE
UNIT SER 1
Shares72.70K
TypeSH
Market value$53.54M
24.80%
Sole
0.00
Shared
0.00
None
72.70K

VANGUARD INDEX FDS

SOLE
LARGE CAP ETF
Shares70.19K
TypeSH
Market value$24.14M
11.18%
Sole
0.00
Shared
0.00
None
70.19K

VANGUARD INDEX FDS

SOLE
GROWTH ETF
Shares264.76K
TypeSH
Market value$22.81M
10.56%
Sole
0.00
Shared
0.00
None
264.76K

STATE STR SPDR S&P 500 ETF T

SOLE
TR UNIT
Shares24.88K
TypeSH
Market value$18.58M
8.60%
Sole
0.00
Shared
0.00
None
24.88K

ISHARES TR

SOLE
0-3 MTH TREASURY
Shares149.83K
TypeSH
Market value$15.08M
6.99%
Sole
0.00
Shared
0.00
None
149.83K

SELECT SECTOR SPDR TR

SOLE
ST STR TECHN ETF
Shares76.22K
TypeSH
Market value$14.52M
6.73%
Sole
0.00
Shared
0.00
None
76.22K

ISHARES TR

SOLE
CORE S&P500 ETF
Shares8.64K
TypeSH
Market value$6.47M
3.00%
Sole
0.00
Shared
0.00
None
8.64K

SELECT SECTOR SPDR TR

SOLE
ST STR INDL ETF
Shares33.12K
TypeSH
Market value$6.14M
2.84%
Sole
0.00
Shared
0.00
None
33.12K

SELECT SECTOR SPDR TR

SOLE
ST STR CARE ETF
Shares32.89K
TypeSH
Market value$5.22M
2.42%
Sole
0.00
Shared
0.00
None
32.89K

SELECT SECTOR SPDR TR

SOLE
ST STR DISCR ETF
Shares36.69K
TypeSH
Market value$4.30M
1.99%
Sole
0.00
Shared
0.00
None
36.69K

APPLE INC

SOLE
COM
Shares11.81K
TypeSH
Market value$3.42M
1.58%
Sole
0.00
Shared
0.00
None
11.81K

VANGUARD INDEX FDS

SOLE
VALUE ETF
Shares15.26K
TypeSH
Market value$3.33M
1.54%
Sole
0.00
Shared
0.00
None
15.26K

SELECT SECTOR SPDR TR

SOLE
ST STR FINL ETF
Shares61.94K
TypeSH
Market value$3.32M
1.54%
Sole
0.00
Shared
0.00
None
61.94K

INVESCO EXCHANGE TRADED FD T

SOLE
S&P500 EQL WGT
Shares14.87K
TypeSH
Market value$3.16M
1.47%
Sole
0.00
Shared
0.00
None
14.87K

VANGUARD INDEX FDS

SOLE
TOTAL STK MKT
Shares8.43K
TypeSH
Market value$3.12M
1.45%
Sole
0.00
Shared
0.00
None
8.43K

INVESCO EXCHANGE TRADED FD T

SOLE
S&P500 EQL TEC
Shares48.10K
TypeSH
Market value$3.10M
1.44%
Sole
0.00
Shared
0.00
None
48.10K

ISHARES TR

SOLE
U.S. FINLS ETF
Shares17.87K
TypeSH
Market value$2.28M
1.06%
Sole
0.00
Shared
0.00
None
17.87K

SELECT SECTOR SPDR TR

SOLE
ST STR STAPL ETF
Shares24.90K
TypeSH
Market value$2.07M
0.96%
Sole
0.00
Shared
0.00
None
24.90K

NVIDIA CORPORATION

SOLE
COM
Shares9.73K
TypeSH
Market value$1.95M
0.90%
Sole
0.00
Shared
0.00
None
9.73K

INVESCO EXCH TRADED FD TR II

SOLE
NASDAQ 100 ETF
Shares6.21K
TypeSH
Market value$1.88M
0.87%
Sole
0.00
Shared
0.00
None
6.21K

VANGUARD INDEX FDS

SOLE
SMALL CP ETF
Shares4.86K
TypeSH
Market value$1.47M
0.68%
Sole
0.00
Shared
0.00
None
4.86K

ISHARES TR

SOLE
US INDUSTRIALS
Shares8.80K
TypeSH
Market value$1.47M
0.68%
Sole
0.00
Shared
0.00
None
8.80K

ISHARES TR

SOLE
US HLTHCARE ETF
Shares20.91K
TypeSH
Market value$1.40M
0.65%
Sole
0.00
Shared
0.00
None
20.91K

ROBLOX CORP

SOLE
CL A
Shares24.93K
TypeSH
Market value$1.36M
0.63%
Sole
0.00
Shared
0.00
None
24.93K

LAM RESEARCH CORP

SOLE
COM NEW
Shares2.40K
TypeSH
Market value$1.04M
0.48%
Sole
0.00
Shared
0.00
None
2.40K
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