Holdings
Krm Wealth Management L.L.C.
As of Jun 30, 2026, Krm Wealth Management L.L.C. reported 8 positions worth US$4.55M. Largest: Caterpillar, Inc., Apple Inc and United Parcel Service, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Caterpillar, Inc. | 1,754 | US$1.87M | −37 | Jun 30, 2026 |
| Apple Inc | 2,848 | US$824K | −47 | Jun 30, 2026 |
| United Parcel Service, Inc. | 3,576 | US$384K | new | Jun 30, 2026 |
| Orion Group Holdings, Inc. | 22,502 | US$378K | no change | Jun 30, 2026 |
| Microsoft Corp. | 928 | US$346K | +5 | Jun 30, 2026 |
| Ge Aerospace | 815 | US$305K | +1 | Jun 30, 2026 |
| Ge Vernova Inc. | 193 | US$227K | new | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 599 | US$214K | new | Jun 30, 2026 |