Kaizen Financial Strategies
Kaizen Financial Strategies reported 176 positions worth $307.7M as of June 30, 2026 (13F filed July 30, 2026). Largest holding: SMH (7.6%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SMH | PUT | $23.4M | 7.60% | 37,700 | — | — | |
| ▸ 2 | SCHG | SH | $17.7M | 5.76% | 519,599 | — | — | |
| ▸ 3 | AAPL | SH | $16.4M | 5.32% | 55,579 | — | — | |
| ▸ 4 | SPY | SH | $14.6M | 4.75% | 19,616 | — | — | |
| ▸ 5 | CGDV | SH | $13.1M | 4.25% | 266,220 | — | — | |
| ▸ 6 | CAT | PUT | $11.3M | 3.67% | 11,400 | — | — | |
| ▸ 7 | SPY | PUT | $11.0M | 3.56% | 14,700 | — | — | |
| ▸ 8 | NVDA | SH | $10.0M | 3.24% | 50,473 | — | — | |
| ▸ 9 | VCRB | SH | $8.5M | 2.77% | 111,040 | — | — | |
| ▸ 10 | SCHI | SH | $8.4M | 2.71% | 370,730 | — | — |
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Frequently Asked Questions
What stocks does Kaizen Financial Strategies hold as of Q2 2026?
Kaizen Financial Strategies reported 176 positions worth $307.7M in its Q2 2026 13F filing. Largest positions: SMH (7.6%), SCHG (5.8%), AAPL (5.3%), SPY (4.8%) and CGDV (4.2%).
What did Kaizen Financial Strategies buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Kaizen Financial Strategies sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.