Kaizen Financial Strategies
Kaizen Financial Strategies reported 176 holdings worth US$308M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 30, 2026
Kaizen Financial Strategies reported 176 holdings worth US$308M as of Jun 30, 2026. Largest: Apple Inc, Alphabet Inc (google) Class C and Nvidia Corporation. Filed Jul 30, 2026 (Form 13F).
- Holdings
- 176
- Value as reported
- US$308M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 55,579 | US$16.4M | 5.3% |
| Alphabet Inc (google) Class C | 33,500 | US$12.1M | 3.9% |
| Nvidia Corporation | 50,473 | US$9.97M | 3.2% |
| Amazon.com, Inc. | 17,837 | US$4.31M | 1.4% |
| Advanced Micro Devices Inc | 5,455 | US$2.95M | 0.96% |
| Microsoft Corp. | 6,701 | US$2.58M | 0.84% |
| Blackstone Inc. | 21,270 | US$2.54M | 0.83% |
| Sandisk Corporation | 1,215 | US$2.47M | 0.80% |
| Tesla, Inc. | 5,653 | US$2.4M | 0.78% |
| Argan, Inc. | 2,571 | US$1.97M | 0.64% |
| Eli Lilly And Company | 1,464 | US$1.75M | 0.57% |
| Meta Platforms, Inc. | 2,204 | US$1.35M | 0.44% |
| Applied Materials, Inc. | 2,060 | US$1.34M | 0.44% |
| Western Digital Corporation | 2,151 | US$1.29M | 0.42% |
| Lam Research Corporation | 3,105 | US$1.21M | 0.39% |
| Ge Vernova Inc. | 1,003 | US$1.14M | 0.37% |
| Caterpillar, Inc. | 1,103 | US$1.09M | 0.36% |
| Abbvie Inc. | 4,092 | US$1.03M | 0.33% |
| Ge Aerospace | 2,523 | US$946K | 0.31% |
| Costco Wholesale Corporation | 885 | US$819K | 0.27% |
| Visa Inc. | 2,209 | US$776K | 0.25% |
| Jp Morgan Chase & Co. | 2,230 | US$745K | 0.24% |
| Kratos Defense & Security Solutions, Inc. | 13,442 | US$713K | 0.23% |
| Palantir Technologies Inc. | 5,515 | US$693K | 0.23% |
| Bank Of America Corporation | 11,146 | US$638K | 0.21% |
| Stag Industrial, Inc. | 15,696 | US$602K | 0.20% |
| Nextera Energy, Inc. | 6,831 | US$590K | 0.19% |
| Cardinal Health, Inc. | 2,463 | US$586K | 0.19% |
| Western Midstream Partners, Lp | 13,213 | US$570K | 0.19% |
| Entergy Corporation | 4,778 | US$539K | 0.18% |
| United States Lime & Minerals, Inc. | 4,953 | US$525K | 0.17% |
| Victory Capital Holdings, Inc. Class A Common Stock | 6,060 | US$520K | 0.17% |
| Kinross Gold Corporation | 22,001 | US$516K | 0.17% |
| Palo Alto Networks, Inc. | 1,436 | US$506K | 0.16% |
| Amgen Inc. | 1,393 | US$503K | 0.16% |
| Uranium Energy Corp. | 47,511 | US$501K | 0.16% |
| Royal Gold, Inc. | 2,504 | US$498K | 0.16% |
| Simon Property Group, Inc. | 2,215 | US$494K | 0.16% |
| Morgan Stanley | 2,278 | US$483K | 0.16% |
| Broadcom Inc. | 1,305 | US$482K | 0.16% |
| American Express Company | 1,226 | US$427K | 0.14% |
| Progressive Corporation (the) | 1,871 | US$422K | 0.14% |
| Marvell Technology, Inc. | 1,549 | US$421K | 0.14% |
| Salesforce, Inc. | 2,543 | US$415K | 0.13% |
| Unitedhealth Group Incorporated | 953 | US$406K | 0.13% |
| Axon Enterprise, Inc. | 672 | US$399K | 0.13% |
| Qualcomm Incorporated | 2,072 | US$377K | 0.12% |
| Intel Corporation | 2,779 | US$353K | 0.11% |
| Berkshire Hathaway Inc. | 705 | US$352K | 0.11% |
| Gilead Sciences, Inc. | 2,784 | US$351K | 0.11% |
| Mercadolibre, Inc. | 196 | US$341K | 0.11% |
| Netflix, Inc. | 4,601 | US$341K | 0.11% |
| Oklo Inc. | 6,427 | US$337K | 0.11% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 728 | US$323K | 0.11% |
| Hess Midstream Lp | 8,271 | US$313K | 0.10% |
| Emcor Group, Inc. | 383 | US$308K | 0.10% |
| Allison Transmission Holdings, Inc. | 2,500 | US$294K | 0.10% |
| 3m Company | 1,828 | US$292K | 0.10% |
| Oracle Corporation | 2,028 | US$289K | 0.09% |
| Incyte Corporation | 2,403 | US$273K | 0.09% |
| Leonardo Drs, Inc. | 6,113 | US$261K | 0.08% |
| The Aes Corporation | 17,552 | US$257K | 0.08% |
| Oaktree Specialty Lending Corporation | 21,100 | US$256K | 0.08% |
| Merck & Company, Inc. | 2,010 | US$252K | 0.08% |
| Newmont Corporation | 2,696 | US$252K | 0.08% |
| Oneok, Inc. | 2,901 | US$249K | 0.08% |
| Walmart Inc. | 2,200 | US$239K | 0.08% |
| Archer Aviation Inc. | 47,806 | US$235K | 0.08% |
| Cubesmart | 5,779 | US$232K | 0.08% |
| Allstate Corporation (the) | 917 | US$223K | 0.07% |
| Chevron Corporation | 1,345 | US$223K | 0.07% |
| Johnson & Johnson | 867 | US$220K | 0.07% |
| Dht Holdings, Inc. | 11,159 | US$184K | 0.06% |
| Nuscale Power Corporation | 13,458 | US$137K | 0.04% |
| Space Exploration Technologies Corp | 800 | US$126K | 0.04% |
| Cleveland-cliffs Inc. | 10,471 | US$98,637 | 0.03% |
| Lennar Corporation | 0 | US$0 | 0.00% |
| Main Street Capital Corporation | 0 | US$0 | 0.00% |
| Alcoa Corporation | 0 | US$0 | 0.00% |
| Dow Inc. | 0 | US$0 | 0.00% |
| Honeywell International Inc. | 0 | US$0 | 0.00% |
| Joby Aviation, Inc. | 0 | US$0 | 0.00% |
| Leidos Holdings, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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