Top 50 Kachkovsky & Fisher INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| QQQM | INVESCO EXCH TRADED FD TR II | 13.55% | 46.5K | $14.1M | new | $266.42(+10.50%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 7.82% | 22.0K | $8.1M | new | $340.86(+10.40%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 7.74% | 11.7K | $8.1M | new | $633.87(+10.84%) | 2026-06-30 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 5.45% | 23.9K | $5.7M | new | $223.66(+7.05%) | 2026-06-30 | |
| VGT | VANGUARD WORLD FD | 4.6% | 40.0K | $4.8M | new | $101.55(+19.22%) | 2026-06-30 | |
| CAT | CATERPILLAR INC | 4.33% | 4.2K | $4.5M | new | $866.17(-5.49%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.51% | 12.6K | $3.6M | new | $267.99(+23.98%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 3.44% | 17.9K | $3.6M | new | $182.63(+19.53%) | 2026-06-30 | |
| IBIT | ISHARES BITCOIN TRUST ETF | 3.12% | 97.5K | $3.2M | new | $35.49(+23.35%) | 2026-06-30 | |
| IVV | ISHARES TR | 3.09% | 4.3K | $3.2M | new | $691.91(+10.99%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Kachkovsky & Fisher INC reports $103.96M in US-listed equity holdings across 64 positions in its most recent 13F filing. Its largest disclosed positions are QQQM (13.6%), VTI (7.8%) and VOO (7.7%). The top 20 holdings account for 75.74% of reported assets. Figures reflect the Q2 2026 filing.
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Holdings on this page are parsed from Kachkovsky & Fisher INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2151928). View Kachkovsky & Fisher INC’s 13F filings on SEC