KRM Wealth Management L.L.C. reported 8 positions worth $4.59M for the quarter ended Sep 30, 2026, down 3.7% on the prior quarter. It opened 0 new positions, added to 5, trimmed 1 and exited 1. Its largest holding is Caterpillar Inc at 41.5% 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.
No new positions this quarter.
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| GEV GE Vernova Inc. | -193 | $227.01K | 4.76% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | CAT Caterpillar Inc | Industrials | 2,350 | $1.91M | 41.5% | +596 | +34.0% | Added | 0% |
| 2 | AAPL Apple Inc. | Technology | 2,780 | $925.72K | 20.16% | -68 | -2.4% | Reduced | 0% |
| 3 | MSFT Microsoft Corp | Technology | 969 | $497.04K | 10.83% | +41 | +4.4% | Added | 0% |
| 4 | UPS United Parcel Service Inc | Industrials | 3,576 | $334.18K | 7.28% | 0 | 0.0% | Unchanged | 0% |
| 5 | GE General Electric Co | Industrials | 816 | $254.95K | 5.55% | +1 | +0.1% | Added | 0% |
| 6 | MDT Medtronic plc | Healthcare | 2,847 | $245.67K | 5.35% | +40 | +1.4% | Added | 0% |
| 7 | GOOG Alphabet Inc. | Technology | 693 | $235.99K | 5.14% | +87 | +14.4% | Added | 0% |
| 8 | ORN Orion Group Holdings Inc | Industrials | 22.5K | $192.39K | 4.19% | 0 | 0.0% | Unchanged | 0.06% |
Tip. Select a row to see that position’s full history at Krm Wealth Management L.L.C.
As of its Q3 2026 13F filing, KRM Wealth Management L.L.C.’s five largest positions were Caterpillar Inc (CAT) at 41.5%, Apple Inc. (AAPL) at 20.2%, Microsoft Corp (MSFT) at 10.8%, United Parcel Service Inc (UPS) at 7.3%, General Electric Co (GE) at 5.6% of the reported portfolio.
KRM Wealth Management L.L.C. reported a 13F portfolio worth $4.59M across 8 positions for Q3 2026. That is down 3.7% from the previous quarter.
Its largest purchases by value were Caterpillar Inc ($483.22K), Alphabet Inc. ($29.63K), Microsoft Corp ($21.03K). It opened 0 new positions.
Its largest sales by value were GE Vernova Inc. ($227.01K), Apple Inc. ($22.64K). It exited 1 positions entirely.
From the Form 13F-HR reports KRM Wealth Management L.L.C. 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.