Iwamoto, Kong & Co., Inc. Portfolio Holdings
Q3 2025•190 long positions•$1.1B portfolio value
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Holding197 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $168.7M 15.98% | +$4.6M Bought | — 6.4M shares | 6.2M → 6.4M +$4.6M | +2.77% | — — | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $75.4M 7.14% | +$15.0M Bought | — 1.0M shares | 811.8K → 1.0M +$15.0M | +24.9% | — — | Q3 2023 Held for 2y 2m | |
Consumer Electronics Technology | $59.6M 5.65% | +$592.0K Bought | 0.002% 234.2K shares | 231.9K → 234.2K +$592.0K | +1.0% | $3.78T Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $48.9M 4.63% | +$3.3M Bought | — 493.8K shares | 461.0K → 493.8K +$3.3M | +7.12% | — — | Q1 2020 Held for 5y 8m | |
ETF ETF | $39.6M 3.75% | +$1.8M Bought | — 98.3K shares | 94.0K → 98.3K +$1.8M | +4.64% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $37.8M 3.58% | +$11.4M Bought | — 412.3K shares | 287.7K → 412.3K +$11.4M | +43.3% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $34.7M 3.28% | -$1.5M Sold | — 578.8K shares | 603.3K → 578.8K −$1.5M | -4.06% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $34.2M 3.24% | +$3.2M Bought | — 248.1K shares | 225.0K → 248.1K +$3.2M | +10.25% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $29.7M 2.81% | +$729.5K Bought | — 120.2K shares | 117.3K → 120.2K +$729.5K | +2.52% | — — | Q1 2024 Held for 1y 8m | |
Internet Content & Information Communication Services | $28.5M 2.69% | -$151.5K Sold | 0.001% 117.1K shares | 117.7K → 117.1K −$151.5K | -0.53% | $2.95T Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Specialty Retail Consumer Cyclical | $24.6M 2.33% | -$218.0K Sold | 0.001% 111.9K shares | 112.9K → 111.9K −$218.0K | -0.88% | $2.34T Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $21.6M 2.05% | +$2.3M Bought | — 792.2K shares | 708.6K → 792.2K +$2.3M | +11.8% | — — | ≤ Q2 2013 Held for 12y 5m+ | |
Software - Infrastructure Technology | $19.6M 1.86% | -$446.5K Sold | 0.001% 37.9K shares | 38.7K → 37.9K −$446.5K | -2.23% | $3.85T Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $19.1M 1.81% | -$2.3M Sold | — 821.8K shares | 920.2K → 821.8K −$2.3M | -10.69% | — — | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $17.1M 1.62% | +$1.6M Bought | — 25.6K shares | 23.2K → 25.6K +$1.6M | +10.25% | — — | ≤ Q2 2013 Held for 12y 5m+ | |
Oil & Gas Integrated Energy | $15.5M 1.47% | -$322.2K Sold | 0.003% 137.4K shares | 140.3K → 137.4K −$322.2K | -2.04% | $480.68B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Banks - Diversified Financial Services | $14.3M 1.36% | +$192.1K Bought | 0.002% 45.4K shares | 44.8K → 45.4K +$192.1K | +1.36% | $867.35B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $13.9M 1.32% | +$1.2M Bought | — 256.3K shares | 234.9K → 256.3K +$1.2M | +9.11% | — — | Q3 2022 Held for 3y 2m | |
Semiconductors Technology | $13.0M 1.23% | -$460.3K Sold | 0.008% 97.3K shares | 100.7K → 97.3K −$460.3K | -3.41% | $168.85B Large Cap | Q1 2019 Held for 6y 8m | |
ETF ETF | $12.8M 1.21% | -$49.2K Sold | — 441.4K shares | 443.1K → 441.4K −$49.2K | -0.38% | — — | Q3 2024 Held for 1y 2m | |
Financial - Capital Markets Financial Services | $11.5M 1.09% | -$641.1K Sold | 0.005% 14.4K shares | 15.2K → 14.4K −$641.1K | -5.28% | $241.07B Mega Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $10.8M 1.02% | +$65.6K Bought | — 460.5K shares | 457.7K → 460.5K +$65.6K | +0.61% | — — | Q1 2019 Held for 6y 8m | |
ETF ETF | $10.6M 1.0% | +$5.8K Bought | — 412.6K shares | 412.4K → 412.6K +$5.8K | +0.05% | — — | ≤ Q2 2013 Held for 12y 5m+ | |
Semiconductors Technology | $9.9M 0.939% | -$257.9K Sold | 0.0% 53.1K shares | 54.5K → 53.1K −$257.9K | -2.54% | $4.54T Mega Cap | Q1 2014 Held for 11y 8m | |
Entertainment Communication Services | $9.6M 0.913% | -$330.2K Sold | 0.005% 84.2K shares | 87.1K → 84.2K −$330.2K | -3.31% | $205.86B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Gold Basic Materials | $9.3M 0.882% | — | 0.011% 55.2K shares | — | — | $84.7B Large Cap | Q1 2022 Held for 3y 8m | |
Auto - Manufacturers Consumer Cyclical | $9.2M 0.876% | -$290.8K Sold | 0.001% 20.8K shares | 21.4K → 20.8K −$290.8K | -3.05% | $1.48T Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Software - Application Technology | $8.9M 0.844% | -$444.4K Sold | 0.013% 28.1K shares | 29.5K → 28.1K −$444.4K | -4.75% | $67.7B Large Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $8.9M 0.844% | -$195.0K Sold | — 267.1K shares | 273.0K → 267.1K −$195.0K | -2.14% | — — | ≤ Q2 2013 Held for 12y 5m+ | |
Medical - Instruments & Supplies Healthcare | $8.5M 0.807% | -$791.4K Sold | 0.021% 31.2K shares | 34.0K → 31.2K −$791.4K | -8.49% | $40.1B Large Cap | Q3 2023 Held for 2y 2m | |
Aerospace & Defense Industrials | $7.9M 0.746% | -$1.0M Sold | 0.007% 15.8K shares | 17.8K → 15.8K −$1.0M | -11.33% | $116.55B Large Cap | Q1 2021 Held for 4y 8m | |
ETF ETF | $7.6M 0.722% | +$600.4 Bought | — 12.7K shares | 12.7K → 12.7K +$600.4 | +0.01% | — — | ≤ Q2 2013 Held for 12y 5m+ | |
Financial - Credit Services Financial Services | $7.4M 0.7% | -$215.3K Sold | 0.012% 110.2K shares | 113.5K → 110.2K −$215.3K | -2.83% | $64.1B Large Cap | Q1 2024 Held for 1y 8m | |
Insurance - Diversified Financial Services | $7.3M 0.696% | +$62.8K Bought | 0.001% 14.6K shares | 14.5K → 14.6K +$62.8K | +0.86% | $1.08T Mega Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $7.3M 0.695% | +$50.1K Bought | — 15.7K shares | 15.6K → 15.7K +$50.1K | +0.69% | — — | Q2 2018 Held for 7y 5m | |
Software - Application Technology | $7.2M 0.678% | -$286.1K Sold | 0.004% 10.5K shares | 10.9K → 10.5K −$286.1K | -3.84% | $190.40B Large Cap | Q2 2024 Held for 1y 5m | |
ETF ETF | $7.1M 0.669% | +$229.2 Bought | — 92.5K shares | 92.5K → 92.5K +$229.2 | +0.0% | — — | Q4 2017 Held for 7y 11m | |
Software - Infrastructure Technology | $6.8M 0.645% | -$450.8K Sold | 0.005% 19.3K shares | 20.6K → 19.3K −$450.8K | -6.21% | $147.66B Large Cap | Q1 2023 Held for 2y 8m | |
Auto - Dealerships Consumer Cyclical | $6.7M 0.638% | +$6.5M Bought | 0.015% 149.7K shares | 5.7K → 149.7K +$6.5M | +2,528.16% | $43.5B Large Cap | Q2 2025 Held for 5 months | |
Specialty Business Services Industrials | $6.0M 0.565% | -$241.8K Sold | 0.007% 29.1K shares | 30.2K → 29.1K −$241.8K | -3.89% | $82.7B Large Cap | Q2 2020 Held for 5y 5m | |
Aerospace & Defense Industrials | $5.1M 0.48% | -$18.6K Sold | 0.003% 23.5K shares | 23.6K → 23.5K −$18.6K | -0.36% | $163.20B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Biotechnology Healthcare | $4.9M 0.46% | -$263.7K Sold | 0.008% 8.6K shares | 9.1K → 8.6K −$263.7K | -5.14% | $59.6B Large Cap | Q4 2021 Held for 3y 11m | |
Semiconductors Technology | $4.6M 0.44% | +$1.7M Bought | 0.0% 14.1K shares | 8.9K → 14.1K +$1.7M | +58.9% | $1.56T Mega Cap | Q2 2020 Held for 5y 5m | |
Oil & Gas Equipment & Services Energy | $4.1M 0.386% | -$109.7K Sold | 0.008% 118.7K shares | 121.9K → 118.7K −$109.7K | -2.62% | $51.3B Large Cap | Q1 2024 Held for 1y 8m | |
Conglomerates Industrials | $3.9M 0.372% | +$465.5 Bought | 0.005% 25.3K shares | 25.3K → 25.3K +$465.5 | +0.01% | $82.7B Large Cap | Q4 2024 Held for 11 months | |
ETF ETF | $3.9M 0.37% | — | — 44.8K shares | — | — | — — | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $3.7M 0.353% | -$22.9K Sold | — 128.1K shares | 128.8K → 128.1K −$22.9K | -0.61% | — — | Q3 2015 Held for 10y 2m | |
Manufacturing - Tools & Accessories Industrials | $3.6M 0.344% | -$1.7M Sold | 0.02% 10.5K shares | 15.5K → 10.5K −$1.7M | -32.32% | $18.1B Large Cap | Q1 2021 Held for 4y 8m | |
Internet Content & Information Communication Services | $3.3M 0.312% | -$274.2K Sold | 0.0% 13.5K shares | 14.6K → 13.5K −$274.2K | -7.69% | $2.95T Mega Cap | Q2 2019 Held for 6y 5m | |
ETF ETF | $3.2M 0.307% | +$304.4K Bought | — 12.8K shares | 11.6K → 12.8K +$304.4K | +10.35% | — — | Q3 2024 Held for 1y 2m |
