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Asset Manager ← All Institutions

KOTLER KEVIN

Q1 2026 · Filed 2026-02-17
Market Value
$0
Holdings
32
New Purchases
0
Added To
0
Closed
32
Reduced
0
Top 10 Concentration
0%
Turnover
0%

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 4 $0 0%
Large Cap 6 $0 0%
Mid Cap 3 $0 0%
Small Cap 12 $0 0%
Micro Cap 7 $0 0%

Portfolio Analytics

Avg Market Cap
$148.6B
Median Market Cap
$1.0B
Avg P/E
27.7
Median P/E
29.8
Avg Dividend Yield
0.00%
Avg Beta
1.11
# Stocks
31
# ETFs / Funds
1

Top Holdings (32 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 DY —% -$355K -1,051 -100.0% SOLD
2 GE —% -$452K -1,468 -100.0% SOLD
3 EVTL —% -$5M -939,705 -100.0% SOLD
4 NKE —% -$2M -32,000 -100.0% SOLD
5 TAK —% -$312K -20,000 -100.0% SOLD
6 BAC —% -$242K -4,392 -100.0% SOLD
7 LLY —% -$2M -2,000 -100.0% SOLD
8 ELAN —% -$205K -9,072 -100.0% SOLD
9 ACRS —% -$5M -1,705,929 -100.0% SOLD
10 LKFT —% -$3M -90,000 -100.0% SOLD
11 ANGO —% -$22M -1,713,789 -100.0% SOLD
12 AMZN —% -$231K -1,000 -100.0% SOLD
13 DXCM —% -$996K -15,000 -100.0% SOLD
14 CERS —% -$2M -1,011,614 -100.0% SOLD
15 BBNX —% -$250K -8,216 -100.0% SOLD
16 CLYM —% -$2M -400,000 -100.0% SOLD
17 IART —% -$5M -427,445 -100.0% SOLD
18 LUNG —% -$442K -200,000 -100.0% SOLD
19 AUPH —% -$20M -1,224,846 -100.0% SOLD
20 ALGN —% -$681K -4,359 -100.0% SOLD
21 TLSI —% -$1M -145,200 -100.0% SOLD
22 NPCE —% -$10M -631,468 -100.0% SOLD
23 PTCT —% -$380K -5,000 -100.0% SOLD
24 OSUR —% -$4M -1,801,446 -100.0% SOLD
25 OKUR —% -$573K -197,691 -100.0% SOLD
26 OMER —% -$16M -905,635 -100.0% SOLD
27 IHI —% -$243K -3,902 -100.0% SOLD
28 TECX —% -$2M -80,000 -100.0% SOLD
29 VNDA —% -$882K -100,000 -100.0% SOLD
30 AXGN —% -$5M -168,000 -100.0% SOLD
31 PLRX —% -$113K -93,000 -100.0% SOLD
32 TMCI —% -$1M -474,365 -100.0% SOLD

Options Breakdown

1 Calls $0 Call Value 2 Puts $0 Put Value

Top Calls

SymbolSharesValueStatus
OMER $0 SOLD

Top Puts

SymbolSharesValueStatus
SPY $0 SOLD
QQQ $0 SOLD

Sold Out Positions

SymbolValue% Port
DY —%
GE —%
EVTL —%
NKE —%
TAK —%
BAC —%
LLY —%
ELAN —%
ACRS —%
LKFT —%
ANGO —%
AMZN —%
DXCM —%
CERS —%
BBNX —%
View SEC EDGAR Filings for KOTLER KEVIN →

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