Kaye Capital Management
Latest statistics and disclosures from Kaye Capital Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, VTV, BSCO, PID, QQQ, and represent 53.50% of Kaye Capital Management's stock portfolio.
- Added to shares of these 8 stocks: QQQ, QQQM, DIS, VXUS, VTI, LLY, SPY, META.
- Started 1 new stock position in DIS.
- Reduced shares in these 10 stocks: BSJO, BSCO, BSCP, VTV, FEBT, PID, IVV, DFIV, IOO, JUNT.
- Sold out of its positions in JUNT, MAYT, DFEM, XLK, TSLA.
- Kaye Capital Management was a net seller of stock by $-4.1M.
- Kaye Capital Management has $229M in assets under management (AUM), dropping by 2.59%.
- Central Index Key (CIK): 0001111797
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Kaye Capital Management holds 34 positions in its portfolio as reported in the March 2024 quarterly 13F filing
Past Filings by Kaye Capital Management
SEC 13F filings are viewable for Kaye Capital Management going back to 2022
- Kaye Capital Management 2024 Q1 filed April 19, 2024
- Kaye Capital Management 2023 Q4 filed Jan. 29, 2024
- Kaye Capital Management 2023 Q3 filed Nov. 7, 2023
- Kaye Capital Management 2023 Q2 filed July 24, 2023
- Kaye Capital Management 2023 Q1 filed April 21, 2023
- Kaye Capital Management 2022 Q4 filed Jan. 19, 2023