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KG&L Capital Management,llc

CIK:0001771687
Investment Adviser
$339M AUM
214 holdings
Saint Francisville, LA, US
Founded:2012
2 employees
Latest filing:Sep 30, 2025

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.

Latest 13F Filing Activity

KG&L Capital Management,llc filed their most recent 13F report on Sep 30, 2025 disclosing 194 equity positions and 18 options positions with a total 13F market value of $374M. The fund increased holdings in Alphabet Inc., Coinbase Global Inc., Meta Platforms Inc. among other positions. KG&L Capital Management,llc reduced exposure to Eli Lilly & Co., Coca Cola Cons Inc., Mastercard Incorporated among others.

Top Buys
G
GOOGLALPHABET INC
+$4.1M
C
COINCOINBASE GLOBAL INC
+$3.7M
M
METAMETA PLATFORMS INC
+$2.3M
N
NVDANVIDIA CORPORATION
+$1.9M
Z
ZSZSCALER INC
+$1.7M
Top Sells
L
LLYELI LILLY & CO
-$2.6M
C
COKECOCA COLA CONS INC
-$1.7M
M
MAMASTERCARD INCORPORATED
-$1.7M
B
BACBANK AMERICA CORP
-$1.7M
P
PGPROCTER AND GAMBLE CO
-$1.4M

Top Holdings

G
GOOGLALPHABET INC
+5.3%$19.8M
J
JPMJPMORGAN CHASE & CO.
+4.2%$15.6M
A
AAPLAPPLE INC
+4.0%$14.8M
A
AMZNAMAZON COM INC
+3.9%$14.7M
P
PGPROCTER AND GAMBLE CO
+3.9%$14.4M

Equity Positions (194)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
ALPHABET INC5.29%$19.8M81,302$114.86$243.10+$4.1M
JPMORGAN CHASE & CO.4.16%$15.6M49,981$112.55$315.43+$888.5K
APPLE INC3.96%$14.8M58,342$105.02$254.63+$557.2K
AMAZON COM INC3.92%$14.7M66,780$142.42$219.57+$1.4M
PROCTER AND GAMBLE CO3.86%$14.4M93,873$100.03$153.65-$1.4M

Options Positions (10)

TickerSecurityActionTypeNotional ValueContractsUnderlying PricePremium PaidChange (Contracts)Change (Value)
BOEING CONew
Call
$1.4M218$215.83$215.83+218+$1.4M
STRATEGY INCNew
Call
$1.3M348$322.21$322.21+348+$1.3M
VOLATILITY SHS TRNew
Call
$1.1M1,160$55.08$55.08+1,160+$1.1M
INTUITIVE SURGICAL INCNew
Call
$883.6K136$447.23$447.23+136+$883.6K
CIRCLE INTERNET GROUP INCNew
Call
$632.6K240$132.58$132.58+240+$632.6K

Industry Allocation

SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+9.1%
SEMICONDUCTORS & RELATED DEVICES
+8.9%
SERVICES-PREPACKAGED SOFTWARE
+7.7%
NATIONAL COMMERCIAL BANKS
+6.3%
ELECTRONIC COMPUTERS
+4.2%