KG&L Capital Management,llc
KG&L Capital Management, LLC is an investment advisory firm headquartered in Saint Francisville, Louisiana. The firm was founded in 2012 and appears to have a small staff dedicated to providing portfolio management and investment advisory services for a range of clients, including individuals, families, and institutions.
Investment Strategy
KG&L Capital Management, LLC focuses on constructing diversified equity portfolios primarily through investments in large-cap U.S. stocks and ETFs. The firm emphasizes a blend of growth and value investing, seeking to maximize risk-adjusted returns over the long term. Its top holdings typically include major blue-chip companies across sectors, including technology, financials, and consumer staples. The approach is grounded in fundamental analysis and aims to balance growth prospects with capital preservation.
Top Holdings
Equity Positions (194)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
G GOOGL | ALPHABET INC | 5.29% | $19.8M | 81,302 | $114.86 | $243.10 | +$4.1M |
J JPM | JPMORGAN CHASE & CO. | 4.16% | $15.6M | 49,981 | $112.55 | $315.43 | +$888.5K |
A AAPL | APPLE INC | 3.96% | $14.8M | 58,342 | $105.02 | $254.63 | +$557.2K |
A AMZN | AMAZON COM INC | 3.92% | $14.7M | 66,780 | $142.42 | $219.57 | +$1.4M |
P PG | PROCTER AND GAMBLE CO | 3.86% | $14.4M | 93,873 | $100.03 | $153.65 | -$1.4M |
Options Positions (10)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
B BA | BOEING CO | New | Call | $1.4M | 218 | $215.83 | $215.83 | +218 | +$1.4M |
M MSTR | STRATEGY INC | New | Call | $1.3M | 348 | $322.21 | $322.21 | +348 | +$1.3M |
B BITX | VOLATILITY SHS TR | New | Call | $1.1M | 1,160 | $55.08 | $55.08 | +1,160 | +$1.1M |
I ISRG | INTUITIVE SURGICAL INC | New | Call | $883.6K | 136 | $447.23 | $447.23 | +136 | +$883.6K |
C CRCL | CIRCLE INTERNET GROUP INC | New | Call | $632.6K | 240 | $132.58 | $132.58 | +240 | +$632.6K |