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Asset Manager ← All Institutions

RK Asset Management, LLC

Q1 2026 · Filed 2026-01-05
Market Value
$0
-100.0%
Holdings
23
New Purchases
0
Added To
0
Closed
23
Reduced
0
Top 10 Concentration
0%
Turnover
0%

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 2 $0 0%
Large Cap 6 $0 0%
Mid Cap 12 $0 0%
Small Cap 3 $0 0%

Portfolio Analytics

Avg Market Cap
$104.6B
Median Market Cap
$6.9B
Avg P/E
28.9
Median P/E
16.9
Avg Dividend Yield
0.02%
Avg Beta
0.80
# Stocks
23
# ETFs / Funds
0

Top Holdings (23 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 FAST —% -$2M -56,341 -100.0% SOLD
2 UHAL —% -$144K -2,850 -100.0% SOLD
3 BIO —% -$4M -14,573 -100.0% SOLD
4 NKE —% -$3M -54,362 -100.0% SOLD
5 MHK —% -$5M -43,203 -100.0% SOLD
6 UHAL-B —% -$2M -51,829 -100.0% SOLD
7 LNC —% -$4M -92,280 -100.0% SOLD
8 BF-B —% -$5M -185,768 -100.0% SOLD
9 SAM —% -$4M -19,994 -100.0% SOLD
10 BKE —% -$11M -197,182 -100.0% SOLD
11 NEU —% -$7M -9,824 -100.0% SOLD
12 BRK-A —% -$3M -4 -100.0% SOLD
13 ALGT —% -$7M -82,356 -100.0% SOLD
14 DORM —% -$4M -34,647 -100.0% SOLD
15 CPB —% -$4M -139,508 -100.0% SOLD
16 FIZZ —% -$6M -195,868 -100.0% SOLD
17 KHC —% -$5M -211,770 -100.0% SOLD
18 PCTY —% -$4M -28,065 -100.0% SOLD
19 OPK —% -$51K -40,485 -100.0% SOLD
20 REGN —% -$10M -12,660 -100.0% SOLD
21 SEIC —% -$6M -67,759 -100.0% SOLD
22 JJSF —% -$3M -32,400 -100.0% SOLD
23 BRK-B —% -$6M -12,477 -100.0% SOLD

Sold Out Positions

SymbolValue% Port
BRK-A —%
UHAL —%
BIO —%
NKE —%
MHK —%
UHAL-B —%
LNC —%
BF-B —%
SAM —%
BKE —%
NEU —%
ALGT —%
FAST —%
DORM —%
CPB —%
View SEC EDGAR Filings for RK Asset Management, LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms