Kingdom 13F annual report
Kingdom is an investment fund managing more than $115 billion ran by Iam Meiksins. There are currently 50 companies in Meiksins’s portfolio. The largest investments include Ishares Tr and Vanguard Scottsdale Fds, together worth $73.6 billion.
$115 billion Assets Under Management (AUM)
As of 10th January 2024, Kingdom’s top holding is 668,924 shares of Ishares Tr currently worth over $55.7 billion and making up 48.5% of the portfolio value.
In addition, the fund holds 325,143 shares of Vanguard Scottsdale Fds worth $17.9 billion.
The third-largest holding is Vanguard Index Fds worth $5.96 billion and the next is Ishares Inc worth $4.37 billion, with 86,345 shares owned.
Currently, Kingdom's portfolio is worth at least $115 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Kingdom
The Kingdom office and employees reside in Peoria, Arizona. According to the last 13-F report filed with the SEC, Iam Meiksins serves as the CHIEF COMPLIANCE OFFICER at Kingdom.
Recent trades
In the most recent 13F filing, Kingdom revealed that it had opened a new position in
Janus Detroit Str Tr and bought 21,793 shares worth $1.1 billion.
The investment fund also strengthened its position in Janus Detroit Str Tr by buying
58,003 additional shares.
This makes their stake in Janus Detroit Str Tr total 64,981 shares worth $3.14 billion.
On the other hand, there are companies that Kingdom is getting rid of from its portfolio.
Kingdom closed its position in Hartford Fds Exchange Traded on 17th January 2024.
It sold the previously owned 65,890 shares for $2.11 billion.
Iam Meiksins also disclosed a decreased stake in Ishares Tr by approximately 0.1%.
This leaves the value of the investment at $55.7 billion and 668,924 shares.
One of the smallest hedge funds
The two most similar investment funds to Kingdom are Piscataqua Savings Bank and First Inc me/. They manage $115 billion and $115 billion respectively.
Iam Meiksins investment strategy
Kingdom’s portfolio is diversified across 8 sectors.
Currently, their heaviest sector is Consumer Discretionary — making up 3.5% of
the total portfolio value.
The fund focuses on investments in the United States as
42.0% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
38% of the total holdings value.
On the other hand, small-cap stocks make up only 6.0% of the portfolio.
The average market cap of the portfolio companies is close to $418 billion.
The complete list of Kingdom trades based on 13F SEC filings
These positions were updated on January 17th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Ishares Tr |
0.45%
668,924
|
$55,679,424,000 | 48.54% |
| Vanguard Scottsdale Fds |
6.27%
325,143
|
$17,916,098,000 | 15.62% |
| Vanguard Index Fds |
4.59%
13,642
|
$5,958,759,000 | 5.19% |
| Ishares Inc |
1.32%
86,345
|
$4,367,350,000 | 3.81% |
| Janus Detroit Str Tr |
831.23%
64,981
|
$3,139,879,000 | 2.74% |
| Apple Inc |
0.47%
11,410
|
$2,196,706,000 | 1.91% |
| Hartford Fds Exchange Traded |
Closed
65,890
|
$2,114,425,000 | |
| Johnson Johnson |
0.26%
9,244
|
$1,448,893,000 | 1.26% |
| Microsoft Corporation |
5.05%
3,763
|
$1,414,981,000 | 1.23% |
| Unitedhealth Group Inc |
18.72%
2,218
|
$1,167,839,000 | 1.02% |
| Exxon Mobil Corp. |
3.03%
11,531
|
$1,152,848,000 | 1.00% |
| Spdr Ser Tr |
26.69%
71,409
|
$2,520,121,000 | 2.20% |
| Janus Detroit Str Tr |
Opened
21,793
|
$1,096,193,000 | 0.96% |
| Amazon.com Inc. |
4.24%
6,443
|
$978,949,000 | 0.85% |
| Wisdomtree Tr |
43.86%
19,808
|
$871,955,000 | 0.76% |
| Chevron Corp. |
10.43%
5,701
|
$850,342,000 | 0.74% |
| C.H. Robinson Worldwide, Inc. |
0.45%
9,446
|
$816,019,000 | 0.71% |
| BondBloxx ETF Trust |
Opened
15,075
|
$750,424,000 | 0.65% |
| Ishares Tr |
Opened
7,194
|
$721,369,000 | 0.63% |
| Jpmorgan Chase Co |
0.03%
3,691
|
$627,839,000 | 0.55% |
| Pimco Etf Tr |
Opened
6,220
|
$620,735,000 | 0.54% |
| Berkshire Hathaway Inc. |
4.71%
1,734
|
$618,448,000 | 0.54% |
| NVIDIA Corp |
6.28%
1,223
|
$605,831,000 | 0.53% |
| Tesla Inc |
3.63%
2,258
|
$561,068,000 | 0.49% |
| Alphabet Inc |
12.08%
3,837
|
$535,991,000 | 0.47% |
| Honeywell International Inc |
10.47%
2,514
|
$527,211,000 | 0.46% |
| Flexshares Tr |
27.89%
10,706
|
$513,524,000 | 0.45% |
| Ishares Gold Tr |
13.82%
24,615
|
$507,069,000 | 0.44% |
| General Dynamics Corp. |
5.33%
1,780
|
$462,180,000 | 0.40% |
| Meta Platforms Inc |
1.79%
1,043
|
$369,180,000 | 0.32% |
| Aim Etf Products Trust |
Opened
11,911
|
$360,903,000 | 0.31% |
| Eversource Energy |
Closed
6,200
|
$360,545,000 | |
| The Southern Co. |
4.90%
4,891
|
$342,924,000 | 0.30% |
| Procter And Gamble Co |
45.64%
2,326
|
$340,881,000 | 0.30% |
| Fidelity Merrimack Str Tr |
46.05%
6,778
|
$338,173,000 | 0.29% |
| Pepsico Inc |
9.08%
1,983
|
$336,795,000 | 0.29% |
| Schwab Strategic Tr |
Closed
6,637
|
$335,113,000 | |
| Eli Lilly Co |
21.75%
571
|
$333,075,000 | 0.29% |
| Broadcom Inc. |
8.68%
288
|
$321,719,000 | 0.28% |
| Ishares Tr |
Closed
10,208
|
$795,384,000 | |
| Fidelity Covington Trust |
12.14%
4,619
|
$282,842,000 | 0.25% |
| Salesforce Inc |
Opened
1,053
|
$277,086,000 | 0.24% |
| Home Depot, Inc. |
22.52%
774
|
$268,202,000 | 0.23% |
| General Electric Co. |
1.69%
2,030
|
$259,109,000 | 0.23% |
| Abbvie Inc |
30.08%
1,648
|
$255,458,000 | 0.22% |
| Mcdonalds Corp |
35.74%
836
|
$247,794,000 | 0.22% |
| Fidelity Covington Trust |
Opened
5,061
|
$246,652,000 | 0.22% |
| J P Morgan Exchange Traded F |
2.43%
4,823
|
$242,259,000 | 0.21% |
| Vanguard Tax-managed Fds |
0.31%
4,780
|
$228,944,000 | 0.20% |
| Spdr Ser Tr |
Opened
9,468
|
$221,365,000 | 0.19% |
| Intercontinental Exchange In |
Opened
1,698
|
$218,020,000 | 0.19% |
| Flexshares Tr |
Opened
5,198
|
$212,442,000 | 0.19% |
| Mastercard Incorporated |
Closed
530
|
$209,849,000 | |
| International Business Machs |
Opened
1,278
|
$208,979,000 | 0.18% |
| Dow Inc |
Closed
3,989
|
$205,668,000 | |
| Archer Daniels Midland Co. |
Closed
2,725
|
$205,511,000 | |
| Global X Fds |
10.74%
10,251
|
$176,115,000 | 0.15% |
| Aim Etf Products Trust |
Closed
1,859
|
$45,621,000 | |
| No transactions found | |||
| Showing first 500 out of 58 holdings | |||
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