SEC 13F Intelligence

Managers / Q4 2025 · view latest →

KCM Capital Inc

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

Reported Value
$523M
Q4 2025
Positions
35
Filings on Record
2
2019–present window
Filed
Feb 17, 2026
original filing

Summary

Kcm Capital Inc reported $523M in U.S.-listed holdings across 35 positions for Q4 2025.

Its largest position, SNDK, represents 11.0% of the portfolio.

Reported Value by Quarter

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

Portfolio Composition

By security type
Common Stock: 91.2%Other: 4.8%ETP: 2.1%MLP: 1.9%
  • Common Stock · 91.2% · $477M
  • Other · 4.8% · $25M
  • ETP · 2.1% · $11M
  • MLP · 1.9% · $10M

Quarter-over-Quarter Changes full breakdown →

Holdings — Q4 2025

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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 ↗.