SEC 13F Intelligence

Managers / Q1 2026

KCM Capital Inc

CIK 0002026745 · 13021 W 74TH ST, SHAWNEE, KS, 66216 · 785-220-4085

Reported Value
$622M
Q1 2026
Positions
35
Filings on Record
2
2019–present window
Filed
May 13, 2026
original filing

Summary

Kcm Capital Inc reported $622M in U.S.-listed holdings across 35 positions for Q1 2026.

Its largest position, SNDK, represents 13.3% of the portfolio.

Compared with Q4 2025, the fund opened 9 new positions and exited 5.

Reported Value by Quarter

13F Reported Value
Q4 ’25: $523MQ4 ’25Q1 ’26: $622MQ1 ’26filingsflow.com

Portfolio Composition

By security type

Composition data arrives with ticker enrichment.

Quarter-over-Quarter Changes full breakdown →

Holdings — Q1 2026

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$622M35May 13, 202613F-HRchanges · EDGAR ↗
Q4 2025$523M35Feb 17, 202613F-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 ↗.