Kirkwood Financial Services reported 12 positions worth $7.27M for the quarter ended Jun 30, 2026, up 10.2% on the prior quarter. It opened 2 new positions, added to 3, trimmed 1 and exited 1. Its largest holding is Apple Inc. at 31.8% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| SUN Sunoco LP | -4,215 | $273.83K | 4.15% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 7,988 | $2.31M | 31.78% | +6 | +0.1% | Added | 0% |
| 2 | WFC Wells Fargo & Company | Financial Services | 14.8K | $1.22M | 16.82% | 0 | 0.0% | Unchanged | 0% |
| 3 | NVDA Nvidia Corp | Technology | 4,317 | $863.82K | 11.88% | +1 | +0.0% | Added | 0% |
| 4 | GOOGL Alphabet Inc. | Technology | 1,553 | $555.00K | 7.63% | 0 | 0.0% | Unchanged | 0% |
| 5 | MSFT Microsoft Corp | Technology | 1,023 | $381.66K | 5.25% | -1 | -0.1% | Reduced | 0% |
| 6 | CVX Chevron Corp | Energy | 2,288 | $379.21K | 5.21% | +17 | +0.7% | Added | 0% |
| 7 | AMZN Amazon Com Inc | Consumer Discretionary | 1,539 | $366.81K | 5.04% | 0 | 0.0% | Unchanged | 0% |
| 8 | MPC Marathon Petroleum Corp | Energy | 1,000 | $255.67K | 3.51% | 0 | 0.0% | Unchanged | 0% |
| 9 | CSX Csx Corp | Industrials | 5,095 | $242.19K | 3.33% | 0 | 0.0% | Unchanged | 0% |
| 10 | XOM ExxonMobil Holdings Corp | Energy | 1,758 | $240.41K | 3.31% | 0 | 0.0% | Unchanged | 0% |
| 11 | CAT Caterpillar Inc | Industrials | 223 | $237.48K | 3.26% | +223 | – | New | 0% |
| 12 | GOOG Alphabet Inc. | Technology | 615 | $217.26K | 2.99% | +615 | – | New | 0% |
Tip. Select a row to see that position’s full history at Kirkwood Financial Services.
As of its Q2 2026 13F filing, Kirkwood Financial Services’s five largest positions were Apple Inc. (AAPL) at 31.8%, Wells Fargo & Company (WFC) at 16.8%, Nvidia Corp (NVDA) at 11.9%, Alphabet Inc. (GOOGL) at 7.6%, Microsoft Corp (MSFT) at 5.2% of the reported portfolio.
Kirkwood Financial Services reported a 13F portfolio worth $7.27M across 12 positions for Q2 2026. That is up 10.2% from the previous quarter.
Its largest purchases by value were Caterpillar Inc ($237.48K), Alphabet Inc. ($217.26K), Chevron Corp ($2.82K). It opened 2 new positions.
Its largest sales by value were Sunoco LP ($273.83K), Microsoft Corp ($373.08). It exited 1 positions entirely.
From the Form 13F-HR reports Kirkwood Financial Services files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.