Krm Wealth Management L.L.C. reported 46 holdings worth US$227M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 7, 2026
Krm Wealth Management L.L.C. reported 46 holdings worth US$227M as of Jun 30, 2026. Largest: Caterpillar, Inc., Apple Inc and United Parcel Service, Inc. Filed Aug 7, 2026 (Form 13F).
- Holdings
- 46
- Value as reported
- US$227M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Caterpillar, Inc. | 1,754 | US$1.87M | 0.82% |
| Apple Inc | 2,848 | US$824K | 0.36% |
| United Parcel Service, Inc. | 3,576 | US$384K | 0.17% |
| Orion Group Holdings, Inc. | 22,502 | US$378K | 0.17% |
| Microsoft Corp. | 928 | US$346K | 0.15% |
| Ge Aerospace | 815 | US$305K | 0.13% |
| Ge Vernova Inc. | 193 | US$227K | 0.10% |
| Alphabet Inc (google) Class C | 599 | US$214K | 0.09% |
| Exxon Mobil Corporation | 0 | US$0 | 0.00% |