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Kirkwood Financial Services Current Holdings: USA Stocks

Kirkwood Financial Services current holdings: USA Stocks

Kirkwood Financial Services reported $0.01 billion in share positions in stocks (listed in the US), 12 positions, in its Form 13F for the quarter ended 2026-06-30; the largest are AAPL, WFC, NVDA.

  • AAPL: Country of operation United States; Class COM; Shares 7,988; Value $2,311,384.
  • WFC: Country of operation United States; Class COM; Shares 14,802; Value $1,223,250.
  • NVDA: Country of operation United States; Class COM; Shares 4,317; Value $863,817.
  • GOOGL: Country of operation United States; Class CAP STK CL A; Shares 1,553; Value $554,999.

Form 13F-HR as filed (SEC CIK 1814128): quarter ended 2026-06-30, filed 2026-08-25. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.

Performance is each holding's price change from its close on the 2026-06-30 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.

StockCountry of operationClassSharesValue% of listedQuarter endFiledPerformance
AAPL
APPLE INC
United StatesCOM7,988$2,311,38431.78%2026-06-302026-08-25
WFC
WELLS FARGO & CO
United StatesCOM14,802$1,223,25016.82%2026-06-302026-08-25-2.61%
NVDA
NVIDIA CORPORATION
United StatesCOM4,317$863,81711.88%2026-06-302026-08-25+13.55%
GOOGL
ALPHABET INC
United StatesCAP STK CL A1,553$554,9997.63%2026-06-302026-08-25-4.60%
MSFT
MICROSOFT CORP
United StatesCOM1,023$381,6595.25%2026-06-302026-08-25+36.44%
CVX
CHEVRON CORPORATION
United StatesCOM2,288$379,2095.21%2026-06-302026-08-25+23.30%
AMZN
AMAZON COM INC
United StatesCOM1,539$366,8055.04%2026-06-302026-08-25+3.50%
MPC
MARATHON PETE CORP
United StatesCOM1,000$255,6703.51%2026-06-302026-08-25+53.33%
CSX
CSX CORP
United StatesCOM5,095$242,1853.33%2026-06-302026-08-25-1.26%
XOMXXXX
EXXON MOBIL CORP
COM1,758$240,4143.31%2026-06-302026-08-25
CAT
CATERPILLAR INC
United StatesCOM223$237,4803.26%2026-06-302026-08-25-22.37%
GOOG
ALPHABET INC
United StatesCAP STK CL C615$217,2592.99%2026-06-302026-08-25-4.53%

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