Nkcfo LLC New Holdings in Q2 2025

Nkcfo LLC

  • $240 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
75.3K
New
$94.31 - $157.99 $7.1M - $11.9M
75.3K $11.9M
XOM
Exxon Mobil Corp

Energy
25.1K
New
$99.93 - $119.04 $2.51M - $2.99M
25.1K $2.71M
EOG
Eog Resources Inc

Energy
22.2K
New
$104.61 - $129.97 $2.32M - $2.88M
22.2K $2.65M
PRIM
Primoris Services Corp

Industrials
28.5K
New
$52.66 - $80.05 $1.5M - $2.28M
28.5K $2.22M
HII
Huntington Ingalls Industries, Inc.

Industrials
7.8K
New
$183.31 - $241.46 $1.43M - $1.88M
7.8K $1.88M
UGI
Ugi Corp

Utilities
50.3K
New
$30.18 - $36.59 $1.52M - $1.84M
50.3K $1.83M
MOS
Mosaic CO

Basic Materials
49.1K
New
$22.76 - $36.95 $1.12M - $1.81M
49.1K $1.79M
Tempus Ai Inc
20K
New
N/A
20K $1.27M
AMD
Advanced Micro Devices Inc

Technology
8.8K
New
$78.21 - $143.81 $688K - $1.27M
8.8K $1.25M
MU
Micron Technology Inc

Technology
10K
New
$64.72 - $127.91 $647K - $1.28M
10K $1.23M
CW
Curtiss Wright Corp

Industrials
1.8K
New
$283.18 - $488.55 $510K - $879K
1.8K $879K
RRX
Regal Rexnord Corp

Industrials
5.5K
New
$94.06 - $147.0 $517K - $809K
5.5K $797K
JBL
Jabil Inc

Technology
3.6K
New
$116.88 - $218.1 $421K - $785K
3.6K $785K
Celestica Inc
5K
New
N/A
5K $781K
AMSC
American Superconductor Corp

Industrials
21K
New
$15.8 - $37.12 $332K - $780K
21K $770K
FLEX
Flex Ltd.

Technology
13.5K
New
$26.68 - $50.09 $360K - $676K
13.5K $674K
VRT
Vertiv Holdings CO

Industrials
5K
New
N/A
5K $642K
FOUR
Shift4 Payments, Inc.

Technology
4.8K
New
$72.5 - $99.11 $348K - $476K
4.8K $476K
GWRE
Guidewire Software, Inc.

Technology
2K
New
$172.73 - $257.37 $345K - $515K
2K $471K
RDW
Redwire Corp

Industrials
27K
New
$7.51 - $20.57 $203K - $555K
27K $440K
RBLX
Roblox Corp

Communication Services
4K
New
$51.22 - $105.59 $205K - $422K
4K $421K
ROLL
Rbc Bearings Inc

Industrials
1K
New
N/A
1K $385K
Ouster Inc
15.5K
New
N/A
15.5K $376K
COMM
Comm Scope Holding Company, Inc.

Technology
40K
New
$3.02 - $8.28 $121K - $331K
40K $331K
AIP
Arteris, Inc.

Technology
34K
New
$5.59 - $9.91 $190K - $337K
34K $324K
STM
St Microelectronics N.V.

Technology
10K
New
$17.78 - $30.41 $178K - $304K
10K $304K
ON
On Semiconductor Corp

Technology
4.5K
New
$31.95 - $54.21 $144K - $244K
4.5K $236K
TPR
Tapestry, Inc.

Consumer Cyclical
1.83K
New
$60.6 - $87.81 $111K - $161K
1.83K $161K
CRDO
Credo Technology Group Holding LTD

Technology
1.5K
New
$33.3 - $95.05 $49.9K - $143K
1.5K $139K
COIN
Coinbase Global, Inc.

Technology
350
New
$151.47 - $375.07 $53K - $131K
350 $123K
SHAK
Shake Shack Inc.

Consumer Cyclical
820
New
$75.85 - $140.6 $62.2K - $115K
820 $115K
ATGE
Adtalem Global Education Inc.

Consumer Defensive
718
New
$97.32 - $136.25 $69.9K - $97.8K
718 $91K
FLR
Fluor Corp

Industrials
1.57K
New
$30.86 - $51.42 $48.3K - $80.5K
1.57K $80K
BWXT
Bwx Technologies, Inc.

Industrials
540
New
$89.24 - $144.06 $48.2K - $77.8K
540 $78K
DXCM
Dexcom Inc

Healthcare
790
New
$59.83 - $87.57 $47.3K - $69.2K
790 $69K
EXEL
Exelixis, Inc.

Healthcare
1.53K
New
$34.13 - $46.26 $52.2K - $70.7K
1.53K $67K
Activity Summary
Buys All Purchases 46 New Holdings 37 Increased Positions 9 Sells All Sells 12 Reductions 12 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Nkcfo LLC Portfolio

Follow Nkcfo LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Nkcfo LLC, based on Form 13F filings with the SEC.

News

Stay updated on Nkcfo LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email