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Nkcfo LLC
NKCFO LLC is an institutional investment management firm headquartered in Geneva, Illinois. The company files 13F regulatory reports as an investment adviser and is led by President Nick P. Calamos. Though further details such as employee count and founding year are not publicly specified in filings, the firm manages a portfolio of publicly traded securities for its clients, as evidenced by its SEC regulatory status and filings.
Investment Strategy
NKCFO LLC manages portfolios of publicly traded equity securities as an institutional investment adviser, as indicated by regular 13F filings with the SEC. The filings suggest a diversified approach across sectors for managing client assets; further specifics on philosophy or proprietary strategies are not detailed in publicly available regulatory documents.
Latest 13F Filing Activity
Nkcfo LLC filed their most recent 13F report on Jun 30, 2025 disclosing 90 equity positions with a total 13F market value of $240M. The fund increased holdings in Nvidia Corporation, Cisco SYS Inc., Exxon Mobil Corp. among other positions. Nkcfo LLC reduced exposure to Expedia Group Inc., Starbucks Corp., Proshares TR II among others.
Top Holdings
Equity Positions (90)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AEM | AGNICO EAGLE MINES LTD | 15.50% | $37.1M | 312,133 | $53.77 | $118.93 | +$2.6M |
A AMZN | AMAZON COM INC | 8.33% | $20.0M | 90,945 | $104.03 | $219.39 | +$2.6M |
V VTIP | VANGUARD MALVERN FDS | 7.59% | $18.2M | 361,700 | $49.14 | $50.27 | +$134.0K |
I IAU | ISHARES GOLD TR | 5.97% | $14.3M | 229,200 | $47.72 | $62.36 | +$779.0K |
N NVDA | NVIDIA CORPORATION | 4.97% | $11.9M | 75,300 | $157.99 | $157.99 | +$11.9M |
Industry Allocation
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