Kickstand Ventures, LLC.

13F filer · CIK 0002000355

Reported Jul 30, 2026

Net buyer this quarter

13F portfolio value$550MU.S. long equity reported on 13F

Positions5115 new · 1 closed

Net flow last quarter+$20.4MBuys minus sells

Top 10 positions weight11.4%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 30, 202651 positions
TAGGMorgan Creek Energy Corp	$23.9M	4.34%	Not reported	New	Q2 2026
QQQInvesco QQQ Trust, Series 1	$10.5M	1.91%	Not reported	-7.4%	Q3 2023
SMHMarket Vectors ETF Trust	$10.3M	1.88%	Not reported	-30.5%	Q3 2024
IDEVEndo Pharmaceuticals Solutions Inc.	$6.97M	1.27%	Not reported	-3.4%	Q3 2023
EMXCEmax Holdings Corp	$2.47M	0.45%	Not reported	-8.3%	Q4 2023
LITELumentum Holdings Inc.	$2.43M	0.44%	0.00%	-9.0%	Q1 2025
GLDMWorld Gold Trust	$1.98M	0.36%	0.01%	-11.1%	Q4 2024
BPREBluerock Private Real Estate Fund	$1.8M	0.33%	Not reported	+4.3%	Q4 2025
MSFTMicrosoft Corp	$1.38M	0.25%	0.00%	+10.2%	Q3 2023
XOMExxonMobil Holdings Corp	$1.19M	0.22%	0.00%	-0.9%	Q3 2023
NVDANvidia Corp	$1.08M	0.20%	0.00%	+7.8%	Q3 2023
AVGOBroadcom Inc.	$1.07M	0.19%	0.00%	-1.4%	Q4 2023
BACBank of America Corp	$1.05M	0.19%	0.00%	Not reported	Q2 2025
PRUPrudential Financial Inc	$885K	0.16%	0.00%	Not reported	Q2 2025
THROTheron Resource Group	$814K	0.15%	0.24%	-15.8%	Q2 2025
KLACKla Corp	$753K	0.14%	0.00%	+0.2%	Q2 2025
WDCWestern Digital Corp	$735K	0.13%	0.00%	+2.7%	Q4 2025
NOBLNoble International, Ltd.	$735K	0.13%	Not reported	Not reported	Q3 2023
AMATApplied Materials Inc	$687K	0.12%	0.00%	Not reported	Q2 2025
MPWRMonolithic Power Systems, Inc.	$664K	0.12%	0.00%	Not reported	Q4 2024
STXSeagate Technology Holdings plc	$620K	0.11%	0.00%	Not reported	Q1 2026
AAPLApple Inc.	$505K	0.09%	0.00%	-1.0%	Q3 2023
TAt&T Inc.	$496K	0.09%	0.00%	+96.9%	Q2 2025
MRVLMarvell Technology, Inc.	$486K	0.09%	0.00%	New	Q2 2026
CCitigroup Inc	$473K	0.09%	0.00%	Not reported	Q2 2025
MMM3m Co	$452K	0.08%	0.00%	Not reported	Q1 2025
GOOGLAlphabet Inc.	$410K	0.07%	0.00%	New	Q2 2026
ROKRockwell Automation, Inc	$352K	0.06%	0.00%	Not reported	Q3 2023
SHOPShopify Inc.	$349K	0.06%	0.00%	Not reported	Q3 2025
EMEEMCOR Group, Inc.	$337K	0.06%	0.00%	Not reported	Q1 2025
ANETArista Networks, Inc.	$329K	0.06%	0.00%	+0.2%	Q3 2025
VSTVistra Corp.	$322K	0.06%	0.00%	+39.7%	Q4 2025
DELLDell Technologies Inc.	$311K	0.06%	0.00%	New	Q2 2026
PLMRPalomar Holdings, Inc.	$295K	0.05%	0.01%	Not reported	Q4 2025
COHRCoherent Corp.	$291K	0.05%	0.00%	New	Q2 2026
SOUNSoundhound Ai, Inc.	$279K	0.05%	0.02%	-0.1%	Q3 2025
SHLDSears Holdings Corp	$253K	0.05%	0.00%	-74.1%	Q3 2025
MOAltria Group, Inc.	$251K	0.05%	0.00%	+1.0%	Q1 2026
LAMRLamar Advertising Co	$248K	0.05%	Not reported	New	Q2 2026
BMYBristol Myers Squibb Co	$244K	0.04%	0.00%	+1.6%	Q4 2025
MUMicron Technology Inc	$235K	0.04%	0.00%	New	Q2 2026
EXPEExpedia Group, Inc.	$227K	0.04%	0.00%	+1.4%	Q1 2026
ETNEaton Corp plc	$206K	0.04%	0.00%	New	Q2 2026
DYDycom Industries Inc	$206K	0.04%	0.00%	New	Q2 2026
CRMSalesforce, Inc.	$204K	0.04%	0.00%	+13.4%	Q1 2026
LRCXLam Research Corp	$204K	0.04%	0.00%	-71.6%	Q4 2025
TMOThermo Fisher Scientific Inc.	$204K	0.04%	0.00%	Not reported	Q3 2023
SMCISuper Micro Computer, Inc.	$202K	0.04%	0.00%	New	Q2 2026
FTITechnipFMC plc	$201K	0.04%	0.00%	New	Q2 2026
AMZNAmazon Com Inc	$200K	0.04%	0.00%	Not reported	Q2 2025

Q1 2026Reported May 5, 202637 positions
QQQInvesco QQQ Trust, Series 1	$8.91M	1.88%	Not reported	+1.3%	Q3 2023
SMHMarket Vectors ETF Trust	$8.69M	1.83%	Not reported	-1.3%	Q3 2024
IDEVEndo Pharmaceuticals Solutions Inc.	$6.77M	1.43%	Not reported	-0.2%	Q3 2023
GLDMWorld Gold Trust	$2.6M	0.55%	0.01%	-13.7%	Q4 2024
BPREBluerock Private Real Estate Fund	$2.2M	0.46%	Not reported	-1.2%	Q4 2025
LITELumentum Holdings Inc.	$2.19M	0.46%	0.00%	-13.8%	Q1 2025
EMXCEmax Holdings Corp	$2.07M	0.44%	Not reported	-4.3%	Q4 2023
XOMExxonMobil Holdings Corp	$1.49M	0.31%	0.00%	-25.6%	Q3 2023
MSFTMicrosoft Corp	$1.24M	0.26%	0.00%	+32.9%	Q3 2023
SHLDSears Holdings Corp	$1.16M	0.24%	0.02%	+77.8%	Q3 2025
BACBank of America Corp	$897K	0.19%	0.00%	Not reported	Q2 2025
AVGOBroadcom Inc.	$890K	0.19%	0.00%	+2.3%	Q4 2023
NVDANvidia Corp	$873K	0.18%	0.00%	+16.4%	Q3 2023
THROTheron Resource Group	$811K	0.17%	0.28%	+14.3%	Q2 2025
PRUPrudential Financial Inc	$801K	0.17%	0.00%	-2.0%	Q2 2025
NOBLNoble International, Ltd.	$694K	0.15%	Not reported	-1.5%	Q3 2023
MPWRMonolithic Power Systems, Inc.	$525K	0.11%	0.00%	Not reported	Q4 2024
AAPLApple Inc.	$447K	0.09%	0.00%	+5.5%	Q3 2023
MMM3m Co	$406K	0.09%	0.00%	Not reported	Q1 2025
CCitigroup Inc	$383K	0.08%	0.00%	Not reported	Q2 2025
KLACKla Corp	$367K	0.08%	0.00%	Not reported	Q2 2025
LRCXLam Research Corp	$354K	0.07%	0.00%	+5.4%	Q4 2025
TAt&T Inc.	$353K	0.07%	0.00%	Not reported	Q2 2025
AMATApplied Materials Inc	$325K	0.07%	0.00%	Not reported	Q2 2025
WDCWestern Digital Corp	$303K	0.06%	0.00%	-50.0%	Q4 2025
EMEEMCOR Group, Inc.	$300K	0.06%	0.00%	Not reported	Q1 2025
SOUNSoundhound Ai, Inc.	$296K	0.06%	0.02%	+86.8%	Q3 2025
PLMRPalomar Holdings, Inc.	$279K	0.06%	0.01%	Not reported	Q4 2025
ROKRockwell Automation, Inc	$256K	0.05%	0.00%	-16.4%	Q3 2023
BMYBristol Myers Squibb Co	$253K	0.05%	0.00%	+7.9%	Q4 2025
STXSeagate Technology Holdings plc	$252K	0.05%	0.00%	New	Q1 2026
ANETArista Networks, Inc.	$237K	0.05%	0.00%	+9.6%	Q3 2025
MOAltria Group, Inc.	$227K	0.05%	0.00%	New	Q1 2026
VSTVistra Corp.	$218K	0.05%	0.00%	+9.5%	Q4 2025
CRMSalesforce, Inc.	$215K	0.05%	0.00%	New	Q1 2026
EXPEExpedia Group, Inc.	$202K	0.04%	0.00%	New	Q1 2026
KDKyndryl Holdings, Inc.	$163K	0.03%	0.01%	Not reported	Q3 2025
Q4 2025Reported Jan 29, 202638 positions
QQQInvesco QQQ Trust, Series 1	$9.37M	1.97%	Not reported	+0.3%	Q3 2023
SMHMarket Vectors ETF Trust	$8.27M	1.74%	Not reported	-11.2%	Q3 2024
IDEVEndo Pharmaceuticals Solutions Inc.	$6.7M	1.41%	Not reported	+1.3%	Q3 2023
GLDMWorld Gold Trust	$2.78M	0.58%	0.01%	+9.2%	Q4 2024
BPREBluerock Private Real Estate Fund	$2.01M	0.42%	Not reported	New	Q4 2025
EMXCEmax Holdings Corp	$2M	0.42%	Not reported	-0.4%	Q4 2023
XOMExxonMobil Holdings Corp	$1.42M	0.30%	0.00%	-8.0%	Q3 2023
LITELumentum Holdings Inc.	$1.33M	0.28%	0.01%	+7.7%	Q1 2025
MSFTMicrosoft Corp	$1.22M	0.26%	0.00%	+2.2%	Q3 2023
BACBank of America Corp	$1.01M	0.21%	0.00%	+1.4%	Q2 2025
AVGOBroadcom Inc.	$972K	0.20%	0.00%	Not reported	Q4 2023
PRUPrudential Financial Inc	$944K	0.20%	0.00%	Not reported	Q2 2025
NVDANvidia Corp	$802K	0.17%	0.00%	-11.7%	Q3 2023
THROTheron Resource Group	$756K	0.16%	0.25%	+32.7%	Q2 2025
NOBLNoble International, Ltd.	$692K	0.15%	Not reported	-6.7%	Q3 2023
SHLDSears Holdings Corp	$597K	0.13%	0.01%	+119.3%	Q3 2025
AAPLApple Inc.	$454K	0.10%	0.00%	-6.8%	Q3 2023
MMM3m Co	$447K	0.09%	0.00%	Not reported	Q1 2025
MPWRMonolithic Power Systems, Inc.	$435K	0.09%	0.00%	Not reported	Q4 2024
CCitigroup Inc	$394K	0.08%	0.00%	+0.8%	Q2 2025
WDCWestern Digital Corp	$386K	0.08%	0.00%	New	Q4 2025
ROKRockwell Automation, Inc	$331K	0.07%	0.00%	Not reported	Q3 2023
KDKyndryl Holdings, Inc.	$329K	0.07%	0.01%	+47.8%	Q3 2025
PLMRPalomar Holdings, Inc.	$315K	0.07%	0.01%	New	Q4 2025
KLACKla Corp	$303K	0.06%	0.00%	Not reported	Q2 2025
TAt&T Inc.	$303K	0.06%	0.00%	-27.5%	Q2 2025
LRCXLam Research Corp	$269K	0.06%	0.00%	New	Q4 2025
EMEEMCOR Group, Inc.	$248K	0.05%	0.00%	+11.2%	Q1 2025
AMATApplied Materials Inc	$244K	0.05%	0.00%	-18.7%	Q2 2025
TMOThermo Fisher Scientific Inc.	$235K	0.05%	0.00%	-14.9%	Q3 2023
CRWDCrowdStrike Holdings, Inc.	$233K	0.05%	0.00%	Not reported	Q2 2025
ANETArista Networks, Inc.	$231K	0.05%	0.00%	Not reported	Q3 2025
SOUNSoundhound Ai, Inc.	$230K	0.05%	0.01%	+14.4%	Q3 2025
VSTVistra Corp.	$214K	0.05%	0.00%	New	Q4 2025
PGRProgressive Corp	$210K	0.04%	0.00%	Not reported	Q3 2024
BMYBristol Myers Squibb Co	$209K	0.04%	0.00%	New	Q4 2025
SHOPShopify Inc.	$207K	0.04%	0.00%	-52.1%	Q3 2025
XPEVXpeng Inc.	$202K	0.04%	Not reported	New	Q4 2025
Q3 2025Reported Nov 14, 202535 positions
QQQInvesco QQQ Trust, Series 1	$9.12M	2.01%	Not reported	-3.9%	Q3 2023
SMHMarket Vectors ETF Trust	$8.44M	1.86%	Not reported	-1.4%	Q3 2024
IDEVEndo Pharmaceuticals Solutions Inc.	$6.43M	1.41%	Not reported	+0.3%	Q3 2023
GLDMWorld Gold Trust	$2.28M	0.50%	0.01%	+8.5%	Q4 2024
EMXCEmax Holdings Corp	$1.86M	0.41%	Not reported	-6.9%	Q4 2023
XOMExxonMobil Holdings Corp	$1.45M	0.32%	0.00%	+0.5%	Q3 2023
MSFTMicrosoft Corp	$1.28M	0.28%	0.00%	Not reported	Q3 2023
BACBank of America Corp	$936K	0.21%	0.00%	-5.7%	Q2 2025
AVGOBroadcom Inc.	$927K	0.20%	0.00%	-0.9%	Q4 2023
NVDANvidia Corp	$908K	0.20%	0.00%	+13.4%	Q3 2023
PRUPrudential Financial Inc	$867K	0.19%	0.00%	Not reported	Q2 2025
NOBLNoble International, Ltd.	$734K	0.16%	Not reported	-2.2%	Q3 2023
THROTheron Resource Group	$559K	0.12%	0.19%	+7.4%	Q2 2025
LITELumentum Holdings Inc.	$546K	0.12%	0.00%	Not reported	Q1 2025
TAt&T Inc.	$474K	0.10%	0.00%	-0.6%	Q2 2025
AAPLApple Inc.	$456K	0.10%	0.00%	-7.4%	Q3 2023
MPWRMonolithic Power Systems, Inc.	$442K	0.10%	0.00%	Not reported	Q4 2024
MMM3m Co	$434K	0.10%	0.00%	Not reported	Q1 2025
SHOPShopify Inc.	$398K	0.09%	0.00%	New	Q3 2025
CCitigroup Inc	$340K	0.07%	0.00%	Not reported	Q2 2025
SOUNSoundhound Ai, Inc.	$324K	0.07%	0.01%	New	Q3 2025
ROKRockwell Automation, Inc	$298K	0.07%	0.00%	-2.6%	Q3 2023
SHLDSears Holdings Corp	$295K	0.06%	0.00%	New	Q3 2025
KLACKla Corp	$269K	0.06%	0.00%	Not reported	Q2 2025
ANETArista Networks, Inc.	$257K	0.06%	0.00%	New	Q3 2025
SNEXStoneX Group Inc.	$254K	0.06%	0.00%	New	Q3 2025
KDKyndryl Holdings, Inc.	$252K	0.06%	0.00%	New	Q3 2025
CRWDCrowdStrike Holdings, Inc.	$244K	0.05%	0.00%	+5.1%	Q2 2025
AMATApplied Materials Inc	$239K	0.05%	0.00%	Not reported	Q2 2025
EMEEMCOR Group, Inc.	$237K	0.05%	0.00%	Not reported	Q1 2025
SESea Ltd	$234K	0.05%	0.00%	Not reported	Q2 2025
TMOThermo Fisher Scientific Inc.	$231K	0.05%	0.00%	-6.3%	Q3 2023
PGRProgressive Corp	$228K	0.05%	0.00%	Not reported	Q3 2024
VVisa Inc.	$218K	0.05%	0.00%	New	Q3 2025
AMZNAmazon Com Inc	$201K	0.04%	0.00%	Not reported	Q2 2025

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