SEC 13F Intelligence

Managers / Q3 2022 · view latest →

Kingfisher Capital LLC

CIK 0001483170 · 201 SOUTH COLLEGE STREET, SUITE 2250, CHARLOTTE, NC, 28244 · 7043331710

Reported Value
$363M
Q3 2022
Positions
176
Filings on Record
24
2019–present window
Filed
Nov 1, 2022
original filing

Summary

Kingfisher Capital LLC reported $363M in U.S.-listed holdings across 176 positions for Q3 2022.

Its largest position, Proshares Ultrapro Short Qqq, represents 5.5% of the portfolio.

Compared with Q2 2022, the fund opened 22 new positions and exited 14.

Portfolio Metrics

Turnover
+20.0%
vs prior filed quarter
Top-10 Concentration
+26.3%
share of reported value
Largest Position
+5.5%
Proshares Ultrapro Short Qqq
New / Exited
22 / 14
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded, with multiple share classes and repeated sub-manager rows for the same issuer combined into one position — the same rule the holdings table uses by default. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $140MQ4 ’18Q1 ’19: $156MQ2 ’19: $162MQ3 ’19: $168MQ3 ’19Q4 ’19: $214MQ1 ’20: $195MQ2 ’20: $225MQ2 ’20Q3 ’20: $278MQ4 ’20: $330MQ1 ’21: $358MQ1 ’21Q2 ’21: $392MQ3 ’21: $385MQ4 ’21: $432MQ4 ’21Q1 ’22: $388MQ2 ’22: $350MQ3 ’22: $363MQ3 ’22Q4 ’22: $376MQ1 ’23: $381MQ2 ’23: $384MQ2 ’23Q3 ’23: $367MQ4 ’23: $384MQ1 ’24: $415MQ1 ’24Q2 ’24: $428MQ3 ’24: $437Mfilingsflow.com

Portfolio Composition

By security type
Common Stock: 68.8%ETP: 16.0%REIT: 6.1%Other: 6.0%PUBLIC: 2.5%Other: 0.6%
  • Common Stock · 68.8% · $250M
  • ETP · 16.0% · $58M
  • REIT · 6.1% · $22M
  • Other · 6.0% · $22M
  • PUBLIC · 2.5% · $9M
  • Other · 0.6% · $2M

Quarter-over-Quarter Changes full breakdown →

vs Q2 2022 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
Direxion Shs Etf NewNEW+649.7K649.7K+$19M$19M
HDHome Depot, Inc.NEW+5.2K5.2K+$1M$1M
SABRSabre CorpNEW+226.9K226.9K+$1M$1M
Blackrock IncNEW+1.3K1.3K+$705,000$705,000
TGTTarget CorporationNEW+4.0K4.0K+$591,000$591,000
JPMJPMorgan Chase & Co.NEW+5.6K5.6K+$585,000$585,000
MRKMerck & Company IncorporatedNEW+5.7K5.7K+$489,000$489,000
BMYBristol Myers Squibb CompanyNEW+6.2K6.2K+$443,000$443,000

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q3 2022

173 positions
#IssuerClass% PortfolioValueShares
1ProShares UltraPro Short QQQEquities5.50%$20M326.0K
2Direxion Shs Etf NewEquities5.28%$19M649.7K
3AAPLApple, Inc.history →Equities3.18%$12M83.5K
4LNGCheniere Energy Inc Newhistory →Equities1.99%$7M43.6K
5IVViShares S&P 500 Indexhistory →Equities1.93%$7M19.5K
6MSFTMicrosoft Corporationhistory →Equities1.88%$7M29.3K
7COSTCostco Wholesale Corporationhistory →Equities1.73%$6M13.3K
8FSKFS KKR Capital Corphistory →Equities1.62%$6M347.1K
9GOOGLAlphabet Inc Class AEquities1.61%$6M61.0K
10PSAPublic Storage Comhistory →Equities1.59%$6M19.8K
11MAAMid-America Apartment Communities Inchistory →Equities1.57%$6M36.7K
12Pioneer Natural Resources CompanyEquities1.55%$6M26.0K
13CCICrown Castle Intl Corp New Com Isin #us2history →Equities1.51%$5M37.8K
14TMOThermo Fisher Scientific, Inc.history →Equities1.50%$5M10.7K
15ABTAbbott Laboratorieshistory →Equities1.50%$5M56.1K
16DHRDanaher Corporationhistory →Equities1.39%$5M19.5K
17CNCCentene Corp Delhistory →Equities1.37%$5M63.8K
18PLDProLogishistory →Equities1.36%$5M48.5K
19INTUIntuit Inc.history →Equities1.33%$5M12.5K
20GTLSChart Industries Inchistory →Equities1.32%$5M26.0K
21AWKAmerican Water Works Company, Inc.history →Equities1.27%$5M35.3K
22DVNDevon Energy Corporationhistory →Equities1.25%$5M75.3K
23AAgilent Technologies, Inc.history →Equities1.25%$5M37.2K
24EOGEOG Resources Inchistory →Equities1.23%$4M40.0K
25APOApollo Global Mgmt Llc Com Npv Cl Ahistory →Equities1.22%$4M95.6K
26SHWSherwin-Williams Companyhistory →Equities1.20%$4M21.2K
27Continental Resources, Inc.Equities1.14%$4M62.0K
28DEDeere & Companyhistory →Equities1.14%$4M12.4K
29ORLYO'REILLY AUTOMOTIVE INC COMhistory →Equities1.14%$4M5.9K
30QCOMQualcomm, Inc.history →Equities1.11%$4M35.8K
31AMZNAmazon.com, Inc.history →Equities1.08%$4M34.8K
32NEENextera Energy Inc.history →Equities1.08%$4M50.0K
33HCAHCA Inc.history →Equities1.06%$4M21.0K
34PGRProgressive Corporationhistory →Equities1.04%$4M32.6K
35ALBAlbemarle Corphistory →Equities1.03%$4M14.1K
36BRK/BBerkshire Hathaway Inc.Equities0.98%$4M11.8K
37ROPRoper Inds IncEquities0.97%$4M9.8K
38AXPAmerican Express CompanyEquities0.96%$3M25.8K
39Lithium Americas CorpEquities0.94%$3M130.0K
40CRWDCrowdStrike Holdings IncEquities0.93%$3M20.4K
41BACBank of America CorporationEquities0.91%$3M109.7K
42LOWLowes Companies IncorporatedEquities0.87%$3M16.8K
43EXPOExponent IncEquities0.85%$3M35.1K
44Lam Research CorporationEquities0.82%$3M8.2K
45BXBlackstone Group L Pcom Unit RepstgEquities0.80%$3M34.6K
46HONHoneywell International IncorporatedEquities0.79%$3M17.2K
47VVisa Inc.Equities0.74%$3M15.1K
48BLDRBuilders Firstsource IncEquities0.71%$3M43.8K
49ACNAccenture PLCEquities0.70%$3M9.9K
50TDYTeledyne Tech IncEquities0.70%$3M7.5K
51PANWPalo Alto Networks IncEquities0.68%$2M15.0K
52URIUnited Rentals IncEquities0.66%$2M8.8K
53VOVanguard Mid-Cap ETFEquities0.66%$2M12.7K
54VWOVanguard FTSE Emerging Markets ETFEquities0.65%$2M65.2K
55MSCIMSCI IncEquities0.64%$2M5.5K
56SKYSkyline Champion CorpEquities0.62%$2M42.7K
57BNDVanguard Total Bond Market ETFEquities0.61%$2M31.3K
58QQQPowerShares QQQEquities0.59%$2M8.0K
59Vornado Realty Preferred M 2022Equities0.56%$2M117.4K
60NVDANVIDIA CorporationEquities0.56%$2M16.8K
61BKNGBooking Hldgs IncEquities0.54%$2M1.2K
62MTNVail Resorts IncEquities0.54%$2M9.1K
63AMDAdvanced Micro Devices, Inc.Equities0.54%$2M30.9K
64FTNTFortinet, Inc.Equities0.51%$2M38.1K
65RHRESTORATION HARDWARE HLDGS INC COMMONEquities0.51%$2M7.6K
66ALVAutoliv IncEquities0.51%$2M27.8K
67NVRNVR IncEquities0.51%$2M463
68MCOMoody s CorporationEquities0.50%$2M7.5K
69PFEPfizer Inc.Equities0.48%$2M40.2K
70RSPHRydex ETF Trust Health CareEquities0.48%$2M6.9K
71CAPITAL ONE FIN DS RP 1 40 SRS K PRFEquities0.46%$2M92.5K
72JNJJohnson & JohnsonEquities0.45%$2M9.9K
73VTIVanguard Total Stock Market VIPERsEquities0.44%$2M8.9K
74IJRiShares S&P SmallCap 600 IndexEquities0.43%$2M17.9K
75USIGiShares US Credit BondEquities0.43%$2M32.2K
76NKENike Inc. Class BEquities0.42%$2M18.2K
77TSMTaiwan Semiconductor ManufacturingEquities0.40%$1M21.3K
78TIPiShares Barclays TIPS BondEquities0.40%$1M13.9K
79PEPPepsiCoEquities0.40%$1M8.9K
80UNHUnitedHealth Group IncorporatedEquities0.40%$1M2.8K
81HDHome Depot, Inc.Equities0.39%$1M5.2K
82BAC 4.250 Perp 26Equities0.39%$1M82.2K
83MDYSPDR S&P MidCap 400Equities0.39%$1M3.5K
84IDEViShares Core MSCI Intl Dev Mkts ETFEquities0.36%$1M27.3K
85ABBVAbbVie, Inc.Equities0.36%$1M9.8K
86PUBLIC STORAGE 1000 DS REP SRS M PRFEquities0.34%$1M68.1K
87Enbridge Inc 6.375 Snt18 B 78Equities0.33%$1M50.3K
88CVXChevron CorporationEquities0.33%$1M8.2K
89VXFVanguard Extended Market Etf S &P ComplEquities0.33%$1M9.3K
90PGProcter & Gamble CompanyEquities0.32%$1M9.3K
91SABRSabre CorpEquities0.32%$1M226.9K
92MUNIPIMCO Intermediate Municipal Bd Actv ETFEquities0.29%$1M21.2K
93WMTWal Mart Stores IncorporatedEquities0.28%$1M7.9K
94LLYEli Lilly and CompanyEquities0.27%$964,0003.0K
95BABPowerShares Build America Bond PortfolioEquities0.26%$962,00037.5K
96SHYiShares Tr 1-3 Yr Trs BdEquities0.25%$903,00011.1K
97SCHDSchwab US Dividend Equity ETFEquities0.25%$902,00013.6K
98KOCoca-Cola CompanyEquities0.24%$879,00015.7K
99EXMOCExxon Mobil CorporationEquities0.24%$857,0009.8K
100RKTRocket CompaniesEquities0.23%$851,000134.6K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q3 2024$437M171Nov 14, 202413F-HRchanges · EDGAR ↗
Q2 2024$428M170Aug 14, 202413F-HRchanges · EDGAR ↗
Q1 2024$415M162May 15, 202413F-HRchanges · EDGAR ↗
Q4 2023$384M168Feb 14, 202413F-HRchanges · EDGAR ↗
Q3 2023$367M165Nov 14, 202313F-HRchanges · EDGAR ↗
Q2 2023$384M170Aug 14, 202313F-HRchanges · EDGAR ↗
Q1 2023$381M168May 2, 202313F-HRchanges · EDGAR ↗
Q4 2022$376M165Jan 19, 202313F-HRchanges · EDGAR ↗
Q3 2022$363M176Nov 1, 202213F-HRchanges · EDGAR ↗
Q2 2022$350M168Jul 29, 202213F-HRchanges · EDGAR ↗
Q1 2022$388M180May 10, 202213F-HRchanges · EDGAR ↗
Q4 2021$432M189Jan 25, 202213F-HRchanges · EDGAR ↗
Q3 2021$385M178Oct 29, 202113F-HRchanges · EDGAR ↗
Q2 2021$392M179Aug 3, 202113F-HRchanges · EDGAR ↗
Q1 2021$358M179May 7, 202113F-HRchanges · EDGAR ↗
Q4 2020$330M165Jan 28, 202113F-HRchanges · EDGAR ↗
Q3 2020$278M154Nov 12, 202013F-HRchanges · EDGAR ↗
Q2 2020$225M138Aug 11, 202013F-HRchanges · EDGAR ↗
Q1 2020$195M141May 14, 202013F-HRchanges · EDGAR ↗
Q4 2019$214M151Feb 14, 202013F-HRchanges · EDGAR ↗
Q3 2019$168M133Nov 12, 201913F-HRchanges · EDGAR ↗
Q2 2019$162M124Aug 14, 201913F-HRchanges · EDGAR ↗
Q1 2019$156M125May 15, 201913F-HRchanges · EDGAR ↗
Q4 2018$140M128Feb 13, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.