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Kirkwood Financial Services

13F filer · CIK 0001814128
Reported Aug 25, 2026
13F portfolio value$350MU.S. long equity reported on 13F
Positions19Not reported new · Not reported closed
Net flow last quarterNot reportedBuys minus sells
Top 10 positions weight44.7%Concentration

Holdings

13F · last 4 quarters free
Scroll for earlier quarters
CompanyValue% of portfolio% of companyPOSITION CHANGE qoq %First reported
Q2 2026Reported Aug 25, 202619 positions
SPYSPDR S&P 500 ETF Trust$88.1M25.18%Not reportedNewQ2 2026
DIASPDR Dow Jones Industrial Average ETF Trust$34.3M9.80%Not reportedNewQ2 2026
AFGRAffinion Group Holdings, Inc.$13.3M3.80%50.18%NewQ2 2026
SKYYSkye International, Inc$11.6M3.32%Not reportedNewQ2 2026
QQQInvesco QQQ Trust, Series 1$3.67M1.05%Not reportedNewQ2 2026
AAPLApple Inc.$2.31M0.66%0.00%NewQ2 2026
WFCWells Fargo & Company$1.22M0.35%0.00%NewQ2 2026
NVDANvidia Corp$864K0.25%0.00%NewQ2 2026
GOOGLAlphabet Inc.$555K0.16%0.00%NewQ2 2026
VYMDelaware Investments Minnesota Municipal Income Fund III Inc$496K0.14%Not reportedNewQ2 2026
MSFTMicrosoft Corp$382K0.11%0.00%NewQ2 2026
CVXChevron Corp$379K0.11%0.00%NewQ2 2026
AMZNAmazon Com Inc$367K0.10%0.00%NewQ2 2026
ONEVOne Voice Technologies Inc$327K0.09%Not reportedNewQ2 2026
MPCMarathon Petroleum Corp$256K0.07%0.00%NewQ2 2026
CSXCSX Corp$242K0.07%0.00%NewQ2 2026
XOMExxonMobil Holdings Corp$240K0.07%0.00%NewQ2 2026
CATCaterpillar Inc$237K0.07%0.00%NewQ2 2026
GOOGAlphabet Inc.$217K0.06%Not reportedNewQ2 2026
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