Institutional Investor · CIK 0002030974
KINGS PATH PARTNERS LLC
Portfolio data for the last 6 months — sourced from SEC 13F filings
Stocks Held
313
Total Value
$284.74M
Total Shares
4.87M
Latest Filing
Aug 21, 2026
CIK
0002030974
Current Holdings
| Company↕ | Sector↕ | Industry | Period↕ | Filed↓ | Shares↕ | Value ($)↕ | Ownership↕ | Type | P/C/S | SEC Filing |
|---|---|---|---|---|---|---|---|---|---|---|
| Financial Services | Asset Management - Global | 2026-03-31 | 2026-08-21 | 94,077 | $30.18M | 0.0016% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-03-31 | 2026-08-21 | 887,805 | $21.97M | 0.0370% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-08-21 | 162,321 | $20.31M | 0.1506% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-08-21 | 239,223 | $15.33M | 0.0054% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-03-31 | 2026-08-21 | 326,565 | $13.79M | 0.1247% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-03-31 | 2026-08-21 | 230,513 | $13.73M | 0.0267% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-08-21 | 220,345 | $12.90M | 0.0378% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-03-31 | 2026-08-21 | 226,114 | $12.22M | 0.0081% | SH | — | View | |
Avantis U.S. Large Cap…(AVLV) | Financial Services | Asset Management | 2026-03-31 | 2026-08-21 | 139,731 | $11.26M | 0.0987% | SH | — | View |
| Financial Services | Asset Management | 2026-03-31 | 2026-08-21 | 166,839 | $10.42M | 0.0824% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-08-21 | 234,457 | $10.11M | 0.1899% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-03-31 | 2026-08-21 | 170,673 | $9.01M | 0.0492% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-03-31 | 2026-08-21 | 143,143 | $7.73M | 0.2899% | SH | — | View | |
Vanguard Core Bond ETF(VCRB) | Financial Services | Asset Management - Bonds | 2026-03-31 | 2026-08-21 | 84,112 | $6.51M | 0.1624% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-03-31 | 2026-08-21 | 74,110 | $5.97M | 0.0254% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-03-31 | 2026-08-21 | 59,372 | $5.93M | 0.0329% | SH | — | View | |
Schwab US TIPS ETF(SCHP) | Financial Services | Asset Management | 2026-03-31 | 2026-08-21 | 180,236 | $4.80M | 0.0287% | SH | — | View |
iShares Core S&P Total…(ITOT) | Financial Services | Asset Management | 2026-03-31 | 2026-08-21 | 24,176 | $3.44M | 0.0043% | SH | — | View |
Targa Resources Corp.(TRGP) | Energy | Oil & Gas Midstream | 2026-03-31 | 2026-08-21 | 12,471 | $3.13M | 0.0058% | SH | — | View |
| Financial Services | Asset Management | 2026-03-31 | 2026-08-21 | 100,492 | $2.80M | 0.0123% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-03-31 | 2026-08-21 | 21,697 | $2.30M | 0.0050% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-03-31 | 2026-08-21 | 39,357 | $2.18M | 0.0137% | SH | — | View | |
Berkshire Hathaway Inc.(BRK-A) | Financial Services | Insurance - Diversified | 2026-03-31 | 2026-08-21 | 3 | $2.15M | 0.0002% | SH | — | View |
| Financial Services | Asset Management - Bonds | 2026-03-31 | 2026-08-21 | 17,484 | $1.86M | 0.0163% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-03-31 | 2026-08-21 | 35,203 | $1.76M | 0.0036% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-03-31 | 2026-08-21 | 2,678 | $1.75M | 0.0002% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-08-21 | 14,376 | $1.59M | 0.0076% | SH | — | View | |
Exxon Mobil Corporation(XONA.DE) | Energy | Oil & Gas Integrated | 2026-03-31 | 2026-08-21 | 8,269 | $1.40M | 0.0002% | SH | — | View |
| Financial Services | Asset Management | 2026-03-31 | 2026-08-21 | 24,865 | $1.26M | 0.0589% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-03-31 | 2026-08-21 | 25,683 | $1.23M | 0.0548% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-08-21 | 24,443 | $1.17M | 0.0009% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-03-31 | 2026-08-21 | 22,494 | $1.12M | 0.0016% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-03-31 | 2026-08-21 | 15,130 | $1.11M | 0.0003% | SH | — | View | |
| Healthcare | Drug Manufacturers - Specialty & Generic | 2026-03-31 | 2026-08-21 | 17,155 | $948.84K | 0.0423% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-08-21 | 17,406 | $908.42K | 0.0291% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-03-31 | 2026-08-21 | 17,200 | $841.60K | 0.0039% | SH | — | View | |
Avantis U.S. Small Cap…(AVUV) | Financial Services | Asset Management | 2026-03-31 | 2026-08-21 | 7,343 | $811.14K | 0.0032% | SH | — | View |
PDF Solutions, Inc.(PDFS) | Technology | Software - Application | 2026-03-31 | 2026-08-21 | 24,500 | $801.39K | 0.0585% | SH | — | View |
| Healthcare | Biotechnology | 2026-03-31 | 2026-08-21 | 3,960 | $790.61K | 0.0198% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-03-31 | 2026-08-21 | 8,420 | $789.29K | 0.0043% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-03-31 | 2026-08-21 | 11,160 | $778.38K | 0.0005% | SH | — | View | |
iShares MSCI ACWI ETF(ACWI) | Financial Services | Asset Management | 2026-03-31 | 2026-08-21 | 5,085 | $703.61K | 0.0024% | SH | — | View |
Meta Platforms, Inc.(META) | Communication Services | Internet Content & Information | 2026-03-31 | 2026-08-21 | 1,180 | $675.11K | 0.0000% | SH | — | View |
Meta Platforms, Inc.(FB2A.DE) | Communication Services | Internet Content & Information | 2026-03-31 | 2026-08-21 | 1,180 | $675.11K | 0.0000% | SH | — | View |
Douglas Dynamics, Inc.(PLOW) | Industrials | Industrial - Machinery | 2026-03-31 | 2026-08-21 | 16,031 | $674.75K | 0.0693% | SH | — | View |
IRadimed Corporation(IRMD) | Healthcare | Medical - Devices | 2026-03-31 | 2026-08-21 | 6,840 | $658.42K | 0.0535% | SH | — | View |
Karat Packaging Inc.(KRT) | Consumer Cyclical | Packaging & Containers | 2026-03-31 | 2026-08-21 | 20,010 | $558.68K | 0.1002% | SH | — | View |
| Financial Services | Asset Management - Bonds | 2026-03-31 | 2026-08-21 | 7,881 | $538.67K | 0.0278% | SH | — | View | |
| Financial Services | Banks - Regional | 2026-03-31 | 2026-08-21 | 6,460 | $538.05K | 0.0521% | SH | — | View | |
The Pennant Group, Inc.(PNTG) | Healthcare | Medical - Care Facilities | 2026-03-31 | 2026-08-21 | 17,550 | $534.92K | 0.0505% | SH | — | View |
| Financial Services | Banks - Regional | 2026-03-31 | 2026-08-21 | 19,770 | $534.58K | 0.0605% | SH | — | View | |
LeMaitre Vascular, Inc.(LMAT) | Healthcare | Medical - Instruments & Supplies | 2026-03-31 | 2026-08-21 | 4,675 | $510.37K | 0.0205% | SH | — | View |
NVE Corporation(NVEC) | Technology | Semiconductors | 2026-03-31 | 2026-08-21 | 7,405 | $485.03K | 0.1531% | SH | — | View |
| Financial Services | Asset Management - Bonds | 2026-03-31 | 2026-08-21 | 5,220 | $478.36K | 0.0010% | SH | — | View | |
| Healthcare | Drug Manufacturers - Specialty & Generic | 2026-03-31 | 2026-08-21 | 6,200 | $476.78K | 0.0273% | SH | — | View | |
Chevron Corporation(CHV.DE) | Energy | Oil & Gas Integrated | 2026-03-31 | 2026-08-21 | 2,288 | $473.39K | 0.0001% | SH | — | View |
Chevron Corporation(CVX) | Energy | Oil & Gas Integrated | 2026-03-31 | 2026-08-21 | 2,288 | $473.39K | 0.0001% | SH | — | View |
| Energy | Oil & Gas Equipment & Services | 2026-03-31 | 2026-08-21 | 8,360 | $472.42K | 0.0190% | SH | — | View | |
Berkshire Hathaway Inc.(BRK-B) | Financial Services | Insurance - Diversified | 2026-03-31 | 2026-08-21 | 955 | $457.64K | 0.0000% | SH | — | View |
i3 Verticals, Inc.(IIIV) | Technology | Software - Infrastructure | 2026-03-31 | 2026-08-21 | 20,275 | $453.35K | 0.0848% | SH | — | View |
Argan, Inc.(AGX) | Industrials | Engineering & Construction | 2026-03-31 | 2026-08-21 | 822 | $447.70K | 0.0059% | SH | — | View |
| Financial Services | Asset Management - Bonds | 2026-03-31 | 2026-08-21 | 17,755 | $442.28K | 0.0033% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-08-21 | 6,524 | $440.58K | 0.0004% | SH | — | View | |
Triumph Financial, Inc.(TFIN) | Financial Services | Banks - Regional | 2026-03-31 | 2026-08-21 | 7,255 | $432.83K | 0.0304% | SH | — | View |
| Consumer Cyclical | Residential Construction | 2026-03-31 | 2026-08-21 | 6,701 | $431.88K | 0.0156% | SH | — | View | |
UFP Technologies, Inc.(UFPT) | Healthcare | Medical - Devices | 2026-03-31 | 2026-08-21 | 2,210 | $427.86K | 0.0286% | SH | — | View |
The Vita Coco Company,…(COCO) | Consumer Defensive | Beverages - Non-Alcoholic | 2026-03-31 | 2026-08-21 | 8,765 | $419.93K | 0.0153% | SH | — | View |
Amazon.com, Inc.(AMZN) | Consumer Cyclical | Specialty Retail | 2026-03-31 | 2026-08-21 | 1,965 | $409.25K | 0.0000% | SH | — | View |
Pegasystems Inc.(PEGA) | Technology | Software - Application | 2026-03-31 | 2026-08-21 | 9,601 | $408.62K | 0.0058% | SH | — | View |
| Financial Services | Asset Management | 2026-03-31 | 2026-08-21 | 16,723 | $405.87K | 0.0031% | SH | — | View | |
| Financial Services | Financial - Capital Markets | 2026-03-31 | 2026-08-21 | 22,060 | $400.61K | 0.0319% | SH | — | View | |
| Energy | Oil & Gas Equipment & Services | 2026-03-31 | 2026-08-21 | 25,980 | $397.49K | 0.0237% | SH | — | View | |
| Healthcare | Medical - Care Facilities | 2026-03-31 | 2026-08-21 | 10,300 | $387.90K | 0.0163% | SH | — | View | |
GCI Liberty, Inc. Series…(GLBKV) | Communication Services | Telecommunications Services | 2026-03-31 | 2026-08-21 | 10,005 | $372.29K | 0.2494% | SH | — | View |
Tesla, Inc.(TSLA) | Consumer Cyclical | Auto - Manufacturers | 2026-03-31 | 2026-08-21 | 1,000 | $371.75K | 0.0000% | SH | — | View |
| Energy | Oil & Gas Midstream | 2026-03-31 | 2026-08-21 | 10,995 | $367.45K | 0.0344% | SH | — | View | |
Kura Sushi USA, Inc.(KRUS) | Consumer Cyclical | Restaurants | 2026-03-31 | 2026-08-21 | 5,225 | $364.65K | 0.0430% | SH | — | View |
| Consumer Cyclical | Leisure | 2026-03-31 | 2026-07-14 | 17,460 | $362.12K | 0.0172% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-03-31 | 2026-08-21 | 3,625 | $360.47K | 0.0093% | SH | — | View | |
TeraWulf Inc.(WULF) | Financial Services | Financial - Capital Markets | 2026-03-31 | 2026-08-21 | 24,535 | $354.04K | 0.0050% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-03-31 | 2026-07-14 | 7,874 | $350.79K | 0.0130% | SH | — | View | |
SPDR Gold Shares(GLD) | Financial Services | Asset Management | 2026-03-31 | 2026-08-21 | 809 | $348.11K | 0.0002% | SH | — | View |
MercadoLibre, Inc.(MLB1.DE) | Consumer Cyclical | Specialty Retail | 2026-03-31 | 2026-08-21 | 200 | $345.80K | 0.0004% | SH | — | View |
Apple Inc.(APC.DE) | Technology | Consumer Electronics | 2026-03-31 | 2026-08-21 | 1,352 | $343.12K | 0.0000% | SH | — | View |
| Financial Services | Asset Management | 2026-03-31 | 2026-08-21 | 1,548 | $332.81K | 0.0003% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-08-21 | 1,138 | $326.75K | 0.0000% | SH | — | View | |
BioLife Solutions, Inc.(BLFS) | Healthcare | Medical - Instruments & Supplies | 2026-03-31 | 2026-08-21 | 16,570 | $316.16K | 0.0339% | SH | — | View |
| Technology | Semiconductors | 2026-03-31 | 2026-08-21 | 930 | $314.19K | 0.0001% | SH | — | View | |
| Energy | Oil & Gas Equipment & Services | 2026-03-31 | 2026-08-21 | 11,725 | $314.11K | 0.0249% | SH | — | View | |
Merck & Co., Inc.(MRK) | Healthcare | Drug Manufacturers - General | 2026-03-31 | 2026-08-21 | 2,600 | $312.75K | 0.0001% | SH | — | View |
| Industrials | Electrical Equipment & Parts | 2026-03-31 | 2026-08-21 | 1,155 | $312.72K | 0.0236% | SH | — | View | |
Mesa Laboratories, Inc.(MLAB) | Healthcare | Medical - Specialties | 2026-03-31 | 2026-08-21 | 3,405 | $301.07K | 0.0608% | SH | — | View |
Johnson & Johnson(JNJ.SW) | Healthcare | Drug Manufacturers - General | 2026-03-31 | 2026-08-21 | 1,185 | $289.66K | 0.0000% | SH | — | View |
Johnson & Johnson(JNJ) | Healthcare | Drug Manufacturers - General | 2026-03-31 | 2026-08-21 | 1,185 | $289.66K | 0.0000% | SH | — | View |
| Industrials | Trucking | 2026-03-31 | 2026-08-21 | 10,641 | $288.90K | 0.0423% | SH | — | View | |
iShares Gold Trust(IAU) | Financial Services | Asset Management | 2026-03-31 | 2026-08-21 | 3,233 | $285.02K | 0.0004% | SH | — | View |
Oddity Tech Ltd.(ODD) | Consumer Defensive | Household & Personal Products | 2026-03-31 | 2026-07-14 | 7,045 | $283.07K | 0.0124% | SH | — | View |
Warby Parker Inc.(WRBY) | Consumer Cyclical | Specialty Retail | 2026-03-31 | 2026-08-21 | 13,405 | $282.44K | 0.0109% | SH | — | View |
| Energy | Oil & Gas Equipment & Services | 2026-03-31 | 2026-08-21 | 31,870 | $271.53K | 0.0218% | SH | — | View | |
ADMA Biologics, Inc.(ADMA) | Healthcare | Biotechnology | 2026-03-31 | 2026-08-21 | 28,940 | $260.75K | 0.0125% | SH | — | View |
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