Nkcfo LLC
Nkcfo LLC reported 92 holdings worth US$330K as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 13, 2026
Nkcfo LLC reported 92 holdings worth US$330K as of Jun 30, 2026. Largest: Agnico Eagle Mines Limited, Alamos Gold Inc. and Cisco Systems, Inc. Filed Aug 13, 2026 (Form 13F).
- Holdings
- 92
- Value as reported
- US$330K
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Agnico Eagle Mines Limited | 215K | US$33.4M | 10104.1% |
| Alamos Gold Inc. | 458K | US$13.9M | 4211.8% |
| Cisco Systems, Inc. | 118K | US$13.8M | 4193.0% |
| Nvidia Corporation | 64,150 | US$12.8M | 3888.0% |
| Alphabet Inc (google) Class C | 35,625 | US$12.7M | 3856.2% |
| Nucor Corporation | 50,700 | US$11.3M | 3420.6% |
| Halliburton Company | 245K | US$8.33M | 2522.5% |
| Apple Inc | 24,925 | US$7.21M | 2184.5% |
| Cenovus Energy Inc. | 277K | US$6.88M | 2084.8% |
| Phillips 66 | 34,475 | US$5.83M | 1765.3% |
| Oceanagold Corporation | 208K | US$5.22M | 1580.2% |
| Robinhood Markets, Inc. | 52,000 | US$5.21M | 1579.6% |
| Intel Corporation | 34,000 | US$4.75M | 1437.9% |
| Cousins Properties Incorporated | 156K | US$4.67M | 1415.1% |
| Teradyne, Inc. | 7,800 | US$3.77M | 1143.1% |
| Take-two Interactive Software, Inc. | 14,000 | US$3.5M | 1060.1% |
| Nokia Oyj | 220K | US$2.92M | 885.1% |
| Amazon.com, Inc. | 11,707 | US$2.79M | 845.1% |
| Eli Lilly And Company | 2,195 | US$2.63M | 797.5% |
| Teva Pharmaceutical Industries Limited | 75,000 | US$2.54M | 769.7% |
| Natera, Inc. | 9,060 | US$2.46M | 744.8% |
| Permian Resources Corporation | 119K | US$2.19M | 663.0% |
| Akamai Technologies, Inc. | 18,000 | US$2.13M | 644.6% |
| Regal Rexnord Corporation | 8,300 | US$1.98M | 598.8% |
| Ero Copper Corp. | 65,000 | US$1.74M | 526.7% |
| Datadog, Inc. | 6,500 | US$1.69M | 512.5% |
| Bruker Corporation | 17,000 | US$1.02M | 309.9% |
| Xpeng, Inc. Class A | 65,000 | US$861K | 260.8% |
| Coherent Corp. | 2,000 | US$789K | 239.0% |
| Companhia De Saneamento Basico Do Estado De Sao Paulo Sabesp | 97,915 | US$566K | 171.4% |
| Tenable Holdings, Inc. | 14,000 | US$516K | 156.3% |
| Rocket Companies, Inc. | 32,500 | US$512K | 155.1% |
| 10x Genomics, Inc. | 11,000 | US$422K | 127.8% |
| Allient Inc. | 4,000 | US$412K | 124.8% |
| Mitek Systems, Inc. | 20,000 | US$403K | 122.1% |
| Curtiss-wright Corporation | 500 | US$379K | 114.8% |
| Enersys | 1,500 | US$351K | 106.3% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 700 | US$334K | 101.2% |
| Eqt Corporation | 6,000 | US$319K | 96.6% |
| Builders Firstsource, Inc. | 2,500 | US$224K | 67.8% |
| Solstice Advanced Materials Inc. | 2,500 | US$222K | 67.2% |
| Perpetua Resources Corp. | 10,000 | US$208K | 63.0% |
| Blue Bird Corporation | 2,370 | US$187K | 56.6% |
| Amkor Technology, Inc. | 2,000 | US$172K | 52.1% |
| Lantheus Holdings, Inc. | 1,500 | US$166K | 50.3% |
| Iradimed Corporation | 1,725 | US$165K | 50.0% |
| Ginkgo Bioworks Holdings, Inc. | 15,000 | US$149K | 45.1% |
| Comstock Resources, Inc. | 10,000 | US$149K | 45.1% |
| Movado Group Inc. | 3,780 | US$149K | 45.1% |
| Mueller Industries, Inc. | 2,310 | US$142K | 43.0% |
| Incyte Corporation | 1,230 | US$139K | 42.1% |
| Garrett Motion Inc. | 3,720 | US$135K | 40.9% |
| Davita Inc. | 605 | US$135K | 40.9% |
| Illumina, Inc. | 745 | US$131K | 39.7% |
| Delta Air Lines, Inc. | 1,335 | US$125K | 37.9% |
| Miller Industries, Inc. | 2,420 | US$124K | 37.6% |
| Callaway Golf Company | 6,530 | US$123K | 37.3% |
| Tennant Company | 1,310 | US$115K | 34.8% |
| Stmicroelectronics Nv | 1,500 | US$112K | 33.9% |
| Smith & Wesson Brands, Inc. | 6,795 | US$102K | 30.9% |
| Gold.com, Inc. | 2,295 | US$95,000 | 28.8% |
| Reddit, Inc. | 500 | US$87,000 | 26.4% |
| Crocs, Inc. | 650 | US$78,000 | 23.6% |
| Digital Realty Trust, Inc. | 0 | US$0 | 0.00% |
| Echostar Corporation | 0 | US$0 | 0.00% |
| Elanco Animal Health Incorporated | 0 | US$0 | 0.00% |
| Eog Resources, Inc. | 0 | US$0 | 0.00% |
| Equinix, Inc. | 0 | US$0 | 0.00% |
| Equinox Gold Corp. | 0 | US$0 | 0.00% |
| General Motors Company | 0 | US$0 | 0.00% |
| Gsk Plc | 0 | US$0 | 0.00% |
| Mara Holdings, Inc. | 0 | US$0 | 0.00% |
| Mercadolibre, Inc. | 0 | US$0 | 0.00% |
| Modine Manufacturing Company | 0 | US$0 | 0.00% |
| Murphy Usa Inc. | 0 | US$0 | 0.00% |
| Nextpower Inc. | 0 | US$0 | 0.00% |
| Nike, Inc. | 0 | US$0 | 0.00% |
| Nlight, Inc. | 0 | US$0 | 0.00% |
| Occidental Petroleum Corporation | 0 | US$0 | 0.00% |
| Oceaneering International, Inc. | 0 | US$0 | 0.00% |
| One Stop Systems, Inc. | 0 | US$0 | 0.00% |
| Regeneron Pharmaceuticals, Inc. | 0 | US$0 | 0.00% |
| Royal Gold, Inc. | 0 | US$0 | 0.00% |
| Shell Plc | 0 | US$0 | 0.00% |
| Sk Telecom Co., Ltd. | 0 | US$0 | 0.00% |
| Tapestry, Inc. | 0 | US$0 | 0.00% |
| Textron Inc. | 0 | US$0 | 0.00% |
| Tic Solutions, Inc. | 0 | US$0 | 0.00% |
| Ulta Beauty, Inc. | 0 | US$0 | 0.00% |
| V2x, Inc. | 0 | US$0 | 0.00% |
| Vale S.a. | 0 | US$0 | 0.00% |
| Walt Disney Company (the) | 0 | US$0 | 0.00% |
| A10 Networks, Inc. | 0 | US$0 | 0.00% |
| Aehr Test Systems | 0 | US$0 | 0.00% |
| Allison Transmission Holdings, Inc. | 0 | US$0 | 0.00% |
| Baker Hughes Company | 0 | US$0 | 0.00% |
| Bloom Energy Corporation | 0 | US$0 | 0.00% |
| Celestica Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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