Kirkwood Financial Services reported 42 holdings worth US$350M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 25, 2026
Kirkwood Financial Services reported 42 holdings worth US$350M as of Jun 30, 2026. Largest: Apple Inc, Wells Fargo & Company and Nvidia Corporation. Filed Aug 25, 2026 (Form 13F).
- Holdings
- 42
- Value as reported
- US$350M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Apple Inc | 7,988 | US$2.31M | 0.66% |
| Wells Fargo & Company | 14,802 | US$1.22M | 0.35% |
| Nvidia Corporation | 4,317 | US$864K | 0.25% |
| Alphabet Inc (google) Class C | 2,161 | US$772K | 0.22% |
| Microsoft Corp. | 1,023 | US$382K | 0.11% |
| Chevron Corporation | 2,288 | US$379K | 0.11% |
| Amazon.com, Inc. | 1,539 | US$367K | 0.10% |
| Marathon Petroleum Corporation | 1,000 | US$256K | 0.07% |
| Csx Corporation | 5,095 | US$242K | 0.07% |
| Exxon Mobil Corporation | 1,758 | US$240K | 0.07% |
| Caterpillar, Inc. | 223 | US$237K | 0.07% |