SEC 13F Intelligence

Managers / Q1 2022 · view latest →

Kowal Investment Group, LLC

CIK 0001846786 · 177775 WEST BLUEMOUND ROAD, BROOKFIELD, WI, 53045 · 262-522-4040

Reported Value
$328M
Q1 2022
Positions
126
Filings on Record
16
2019–present window
Filed
Apr 15, 2022
original filing

Summary

Kowal Investment Group, Llc reported $328M in U.S.-listed holdings across 126 positions for Q1 2022.

The portfolio is heavily concentrated: FTCS alone accounts for 21.2% of reported value.

Compared with Q4 2021, the fund opened 27 new positions and exited 15.

Reported Value by Quarter

13F Reported Value
Q4 ’20: $215MQ4 ’20Q1 ’21: $247MQ2 ’21: $278MQ2 ’21Q3 ’21: $316MQ4 ’21: $337MQ4 ’21Q1 ’22: $328MQ2 ’22: $305MQ2 ’22Q3 ’22: $295MQ4 ’22: $335.0BQ4 ’22Q1 ’23: $353MQ2 ’23: $374MQ2 ’23Q3 ’23: $371MQ4 ’23: $429MQ4 ’23Q1 ’24: $463MQ2 ’24: $501MQ2 ’24Q3 ’24: $544Mfilingsflow.com

Portfolio Composition

By security type
ETP: 81.9%Common Stock: 17.2%Other: 0.8%REIT: 0.1%
  • ETP · 81.9% · $268M
  • Common Stock · 17.2% · $56M
  • Other · 0.8% · $3M
  • REIT · 0.1% · $256,000

Quarter-over-Quarter Changes full breakdown →

Holdings — Q1 2022

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q3 2024$544M200Oct 16, 202413F-HRchanges · EDGAR ↗
Q2 2024$501M181Aug 13, 202413F-HRchanges · EDGAR ↗
Q1 2024$463M178Apr 18, 202413F-HRchanges · EDGAR ↗
Q4 2023$429M161Jan 22, 202413F-HRchanges · EDGAR ↗
Q3 2023$371M152Oct 25, 202313F-HRchanges · EDGAR ↗
Q2 2023$374M158Jul 18, 202313F-HRchanges · EDGAR ↗
Q1 2023$353M154Apr 21, 202313F-HRchanges · EDGAR ↗
Q4 2022$335.0B154Jan 25, 202313F-HRchanges · EDGAR ↗
Q3 2022$295M143Nov 9, 202213F-HRchanges · EDGAR ↗
Q2 2022$305M139Aug 15, 202213F-HRchanges · EDGAR ↗
Q1 2022$328M126Apr 15, 202213F-HRchanges · EDGAR ↗
Q4 2021$337M114Feb 11, 202213F-HRchanges · EDGAR ↗
Q3 2021$316M1,049Nov 12, 202113F-HRchanges · EDGAR ↗
Q2 2021$278M103Aug 12, 202113F-HRchanges · EDGAR ↗
Q1 2021$247M96May 12, 202113F-HRchanges · EDGAR ↗
Q4 2020$215M90Feb 19, 202113F-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 ↗.