Kaizen Financial Strategies
Kaizen Financial Strategies reported 177 holdings worth US$254M as of Sep 30, 2026 (Form 13F)
As of Sep 30, 2026 · Filed Oct 9, 2026
Kaizen Financial Strategies reported 177 holdings worth US$254M as of Sep 30, 2026. Largest: Apple Inc, Alphabet Inc (google) Class C and Nvidia Corporation. Filed Oct 9, 2026 (Form 13F).
- Holdings
- 177
- Value as reported
- US$254M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 52,899 | US$17.6M | 6.9% |
| Alphabet Inc (google) Class C | 33,495 | US$11.5M | 4.5% |
| Nvidia Corporation | 48,856 | US$11.2M | 4.4% |
| Amazon.com, Inc. | 16,393 | US$4.08M | 1.6% |
| Microsoft Corp. | 6,499 | US$3.33M | 1.3% |
| Advanced Micro Devices Inc | 4,925 | US$3.01M | 1.2% |
| Blackstone Inc. | 21,490 | US$2.41M | 0.95% |
| Sandisk Corporation | 1,200 | US$2.09M | 0.82% |
| Tesla, Inc. | 5,430 | US$1.93M | 0.76% |
| Eli Lilly And Company | 1,328 | US$1.54M | 0.60% |
| Meta Platforms, Inc. | 1,719 | US$1.25M | 0.49% |
| Lam Research Corporation | 3,173 | US$1.04M | 0.41% |
| Palantir Technologies Inc. | 5,390 | US$1.01M | 0.40% |
| Applied Materials, Inc. | 1,964 | US$1M | 0.40% |
| Abbvie Inc. | 3,828 | US$1M | 0.39% |
| Ge Vernova Inc. | 1,020 | US$969K | 0.38% |
| Argan, Inc. | 2,544 | US$962K | 0.38% |
| Western Digital Corporation | 1,947 | US$885K | 0.35% |
| Caterpillar, Inc. | 1,003 | US$814K | 0.32% |
| Ge Aerospace | 2,525 | US$789K | 0.31% |
| Costco Wholesale Corporation | 815 | US$742K | 0.29% |
| Visa Inc. | 2,012 | US$723K | 0.28% |
| Jp Morgan Chase & Co. | 2,164 | US$716K | 0.28% |
| Victory Capital Holdings, Inc. Class A Common Stock | 6,010 | US$665K | 0.26% |
| Bank Of America Corporation | 4,238 | US$619K | 0.24% |
| Western Midstream Partners, Lp | 13,318 | US$591K | 0.23% |
| Royal Gold, Inc. | 2,497 | US$589K | 0.23% |
| Amgen Inc. | 1,390 | US$586K | 0.23% |
| Nextera Energy, Inc. | 7,584 | US$574K | 0.23% |
| Palo Alto Networks, Inc. | 1,430 | US$568K | 0.22% |
| Cardinal Health, Inc. | 2,463 | US$548K | 0.22% |
| Stag Industrial, Inc. | 15,155 | US$543K | 0.21% |
| Space Exploration Technologies Corp | 3,559 | US$537K | 0.21% |
| United States Lime & Minerals, Inc. | 4,734 | US$535K | 0.21% |
| Kratos Defense & Security Solutions, Inc. | 12,102 | US$517K | 0.20% |
| Kinross Gold Corporation | 21,026 | US$506K | 0.20% |
| Broadcom Inc. | 1,386 | US$487K | 0.19% |
| Entergy Corporation | 4,778 | US$474K | 0.19% |
| Uranium Energy Corp. | 47,511 | US$449K | 0.18% |
| Simon Property Group, Inc. | 2,236 | US$449K | 0.18% |
| Gilead Sciences, Inc. | 2,984 | US$445K | 0.17% |
| Marvell Technology, Inc. | 1,651 | US$436K | 0.17% |
| Morgan Stanley | 2,279 | US$429K | 0.17% |
| Salesforce, Inc. | 1,809 | US$415K | 0.16% |
| Mercadolibre, Inc. | 221 | US$382K | 0.15% |
| Progressive Corporation (the) | 1,760 | US$365K | 0.14% |
| Qualcomm Incorporated | 1,892 | US$348K | 0.14% |
| Unitedhealth Group Incorporated | 944 | US$346K | 0.14% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 738 | US$337K | 0.13% |
| Hess Midstream Lp | 8,480 | US$317K | 0.12% |
| American Express Company | 1,036 | US$315K | 0.12% |
| Newmont Corporation | 2,704 | US$312K | 0.12% |
| 3m Company | 1,828 | US$300K | 0.12% |
| Merck & Company, Inc. | 2,000 | US$291K | 0.11% |
| Incyte Corporation | 2,383 | US$289K | 0.11% |
| Netflix, Inc. | 4,081 | US$284K | 0.11% |
| Allison Transmission Holdings, Inc. | 2,500 | US$283K | 0.11% |
| Axon Enterprise, Inc. | 662 | US$280K | 0.11% |
| Intel Corporation | 2,310 | US$278K | 0.11% |
| Chevron Corporation | 1,353 | US$276K | 0.11% |
| Oracle Corporation | 1,954 | US$268K | 0.11% |
| The Aes Corporation | 17,847 | US$266K | 0.10% |
| Dht Holdings, Inc. | 10,916 | US$246K | 0.10% |
| Johnson & Johnson | 861 | US$228K | 0.09% |
| Archer Aviation Inc. | 44,975 | US$224K | 0.09% |
| Berkshire Hathaway Inc. | 446 | US$222K | 0.09% |
| Emcor Group, Inc. | 293 | US$221K | 0.09% |
| Oklo Inc. | 5,968 | US$221K | 0.09% |
| Cubesmart | 5,852 | US$220K | 0.09% |
| Leonardo Drs, Inc. | 5,946 | US$218K | 0.09% |
| Allstate Corporation (the) | 967 | US$215K | 0.08% |
| Leidos Holdings, Inc. | 1,742 | US$212K | 0.08% |
| International Business Machines Corporation | 933 | US$205K | 0.08% |
| Charles Schwab Corporation (the) | 2,093 | US$205K | 0.08% |
| Nuscale Power Corporation | 12,956 | US$102K | 0.04% |
| Cleveland-cliffs Inc. | 0 | US$0 | 0.00% |
| Oaktree Specialty Lending Corporation | 0 | US$0 | 0.00% |
| Oneok, Inc. | 0 | US$0 | 0.00% |
| Walmart Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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