Kaye Capital Management - Portfolio overview
Kaye Capital Management has 41 reported holdings in this dataset, with the latest filing dated 2025-08-12.
Its largest classified asset exposures are funds and stocks.
Its largest classified sector exposures are Financial Services and Technology.
Largest reported holdings by portfolio allocation
- IVV - ISHARES TR, 15.65%
- VTV - VANGUARD INDEX FDS, 10.94%
- QQQ - INVESCO QQQ TR, 7.99%
These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.
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