Kmt Wealth Management, LLC
Kmt Wealth Management, LLC reported 121 holdings worth US$118M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 5, 2026
Kmt Wealth Management, LLC reported 121 holdings worth US$118M as of Jun 30, 2026. Largest: Illinois Tool Works Inc., Apple Inc and Nvidia Corporation. Filed Aug 5, 2026 (Form 13F).
- Holdings
- 121
- Value as reported
- US$118M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Illinois Tool Works Inc. | 53,011 | US$14.3M | 12.1% |
| Apple Inc | 26,882 | US$7.78M | 6.6% |
| Nvidia Corporation | 38,047 | US$7.61M | 6.4% |
| Alphabet Inc (google) Class C | 9,854 | US$3.52M | 3.0% |
| Amazon.com, Inc. | 14,518 | US$3.46M | 2.9% |
| Marriott International | 7,134 | US$2.64M | 2.2% |
| Tesla, Inc. | 5,663 | US$2.38M | 2.0% |
| Babcock & Wilcox Enterprises, Inc. | 148K | US$2.08M | 1.8% |
| Intensity Therapeutics, Inc. | 496K | US$2.04M | 1.7% |
| Arista Networks, Inc. | 11,217 | US$1.91M | 1.6% |
| Asml Holding Nv | 935 | US$1.86M | 1.6% |
| Meta Platforms, Inc. | 2,913 | US$1.64M | 1.4% |
| Microsoft Corp. | 4,386 | US$1.64M | 1.4% |
| American Bitcoin Corp. | 2.39M | US$1.63M | 1.4% |
| Alzamend Neuro, Inc. | 1.33M | US$1.59M | 1.3% |
| Intel Corporation | 10,920 | US$1.52M | 1.3% |
| Advanced Micro Devices Inc | 2,184 | US$1.27M | 1.1% |
| Fortinet, Inc. | 8,115 | US$1.25M | 1.1% |
| Walmart Inc. | 10,736 | US$1.22M | 1.0% |
| Usa Rare Earth, Inc. | 55,365 | US$1.19M | 1.0% |
| Critical Metals Corp. | 105K | US$1.07M | 0.91% |
| Lockheed Martin Corporation | 1,902 | US$969K | 0.82% |
| Berkshire Hathaway Inc. | 1,817 | US$909K | 0.77% |
| Caterpillar, Inc. | 829 | US$883K | 0.75% |
| Ashford Hospitality Trust Inc | 262K | US$849K | 0.72% |
| Abbvie Inc. | 3,178 | US$800K | 0.68% |
| Mp Materials Corp. | 14,225 | US$797K | 0.67% |
| Netflix, Inc. | 10,013 | US$715K | 0.60% |
| Palo Alto Networks, Inc. | 2,061 | US$703K | 0.59% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 1,315 | US$628K | 0.53% |
| Unusual Machines, Inc. | 27,690 | US$617K | 0.52% |
| Broadcom Inc. | 1,590 | US$601K | 0.51% |
| Ameren Corporation | 5,260 | US$595K | 0.50% |
| Axon Enterprise, Inc. | 1,052 | US$590K | 0.50% |
| Micron Technology, Inc. | 490 | US$566K | 0.48% |
| Mastercard Incorporated | 1,094 | US$562K | 0.48% |
| Cintas Corporation | 3,227 | US$549K | 0.46% |
| D.r. Horton, Inc. | 3,215 | US$524K | 0.44% |
| Microalgo, Inc. | 131K | US$522K | 0.44% |
| Cme Group Inc. | 2,321 | US$512K | 0.43% |
| Abbott Laboratories | 5,569 | US$505K | 0.43% |
| Palantir Technologies Inc. | 4,246 | US$495K | 0.42% |
| Ge Aerospace | 1,271 | US$475K | 0.40% |
| Old Dominion Freight Line, Inc. | 1,704 | US$369K | 0.31% |
| Ge Vernova Inc. | 312 | US$367K | 0.31% |
| Airo Group Holdings, Inc. | 44,463 | US$329K | 0.28% |
| Western Digital Corporation | 500 | US$319K | 0.27% |
| Ondas Inc | 37,747 | US$311K | 0.26% |
| Wec Energy Group, Inc. | 2,563 | US$299K | 0.25% |
| American Resources Corporation | 118K | US$254K | 0.21% |
| Eli Lilly And Company | 201 | US$241K | 0.20% |
| Cadence Design Systems, Inc. | 628 | US$236K | 0.20% |
| Space Exploration Technologies Corp | 1,345 | US$230K | 0.19% |
| Thermo Fisher Scientific Inc | 430 | US$216K | 0.18% |
| Vuzix Corporation | 74,095 | US$215K | 0.18% |
| Nuscale Power Corporation | 20,673 | US$207K | 0.18% |
| Draganfly Inc | 37,990 | US$206K | 0.17% |
| Walt Disney Company (the) | 2,108 | US$203K | 0.17% |
| Red Cat Holdings, Inc. | 13,556 | US$144K | 0.12% |
| Plug Power, Inc. | 50,954 | US$138K | 0.12% |
| Runway Growth Finance Corp. | 21,049 | US$118K | 0.10% |
| Ageagle Aerial Systems, Inc. | 126K | US$112K | 0.09% |
| New Pacific Metals Corp | 22,693 | US$91,226 | 0.08% |
| Psq Holdings, Inc. | 175K | US$70,492 | 0.06% |
| Expion360 Inc. | 152K | US$68,468 | 0.06% |
| Fabric.ai, Inc. | 13,250 | US$48,893 | 0.04% |
| Loandepot, Inc. | 37,108 | US$46,385 | 0.04% |
| Venu Holding Corporation | 15,425 | US$35,015 | 0.03% |
| Coherus Oncology, Inc. | 12,396 | US$17,354 | 0.01% |
Source
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