NKCFO LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AGI | 344K | $12.00M |
 | AEM | 312K | $52.61M |
 | TOI | 190K | $663.00K |
 | CSCO | 165K | $11.29M |
 | CUZ | 152K | $4.38M |
 | KMI | 138K | $3.92M |
 | TIC | 125K | $1.66M |
 | AMZN | 94K | $20.69M |
 | MDT | 84K | $8.04M |
 | GILD | 62K | $6.91M |
 | NVDA | 62K | $11.54M |
 | BKR | 61K | $2.97M |
 | NFG | 55K | $5.09M |
 | CADE | 53K | $1.99M |
 | MOS | 49K | $1.70M |
 | AAPL | 45K | $11.39M |
 | XGN | 40K | $440.00K |
 | TFC | 39K | $1.77M |
 | GDS | 29K | $1.12M |
 | GOOGL | 27K | $6.61M |
Alamos Gold Inc.
AGI
Shares Held
344K
Value
$12.00M
Agnico Eagle Mines Limited
AEM
Shares Held
312K
Value
$52.61M
The Oncology Institute, Inc.
TOI
Shares Held
190K
Value
$663.00K
Cisco Systems, Inc.
CSCO
Shares Held
165K
Value
$11.29M
Cousins Properties Incorporated
CUZ
Shares Held
152K
Value
$4.38M
Kinder Morgan, Inc.
KMI
Shares Held
138K
Value
$3.92M
TIC Solutions, Inc.
TIC
Shares Held
125K
Value
$1.66M
Amazon.com, Inc.
AMZN
Shares Held
94K
Value
$20.69M
Medtronic plc
MDT
Shares Held
84K
Value
$8.04M
Gilead Sciences, Inc.
GILD
Shares Held
62K
Value
$6.91M
NVIDIA Corporation
NVDA
Shares Held
62K
Value
$11.54M
Baker Hughes Company
BKR
Shares Held
61K
Value
$2.97M
National Fuel Gas Company
NFG
Shares Held
55K
Value
$5.09M
Cadence Bank
CADE
Shares Held
53K
Value
$1.99M
The Mosaic Company
MOS
Shares Held
49K
Value
$1.70M
Apple Inc.
AAPL
Shares Held
45K
Value
$11.39M
Exagen Inc.
XGN
Shares Held
40K
Value
$440.00K
Truist Financial Corporation
TFC
Shares Held
39K
Value
$1.77M
GDS Holdings Limited
GDS
Shares Held
29K
Value
$1.12M
Alphabet Inc.
GOOGL
Shares Held
27K
Value
$6.61M