KICKSTAND VENTURES, LLC.
SEC Form 13F institutional filer · CIK 0002000355
13F-HR · 38 reported holdings · 2026-03-31
Reported long-US-equity value
$0.27B
Top-10 concentration
94.5%
KICKSTAND VENTURES, LLC. — $270M AUM allocation strategy
KICKSTAND VENTURES, LLC. files SEC Form 13F and reports $270M of long US equity value across 38 reported holdings for 2026-03-31.
Its largest sector bet is Financials 32.0%, followed by Information Technology 2.3% and Energy 0.6%.
The top 10 holdings account for 95% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
KICKSTAND VENTURES, LLC. — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$270M
total across 38 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
95% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$IVV +52K sh · +$1.4M+$SPYM +17.7K sh · −$1.63M+$SPGI +1.35K sh · +$265K
Biggest trims (shares)
−$IVZ −472K sh · −$10.1M−$SCHW −39.7K sh · −$1.32M−$BLK −5.22K sh · −$619K
Exited to nil (held last quarter, gone now)
$XLY ($274K last qtr)$TMO ($235K last qtr)$CRWD ($233K last qtr)$PGR ($210K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Asset Management & Custody Banks16.0%—
- Investment Banking & Brokerage13.6%—
- Financial Exchanges & Data1.8%—
- Semiconductors0.9%—
- Communications Equipment0.8%—
- Integrated Oil & Gas0.6%—
- Systems Software0.5%—
- Diversified Banks0.3%—
- Other holdings65.5%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
4 of 4 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $SCHW | Charles Schwab Corporation | 1.46M | $36.8M | -39.7K | 13.6% |
| $IVZ | Invesco Ltd | 1.52M | $31.3M | -472K | 11.6% |
| $BLK | BlackRock Inc | 150K | $11.9M | -5.22K | 4.4% |
| $SPGI | S&P Global Inc | 22.2K | $4.69M | +1.35K | 1.7% |
…and 34 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
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How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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