
KAIZEN FINANCIAL STRATEGIES
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
![]() | ACHR | 81K | $609.50K |
![]() | AAPL | 59K | $16.11M |
![]() | NVDA | 54K | $10.07M |
![]() | BX | 27K | $4.18M |
![]() | GOOG | 24K | $7.44M |
![]() | KGC | 22K | $628.00K |
![]() | AMZN | 22K | $5.13M |
![]() | STAG | 17K | $615.60K |
![]() | SMR | 15K | $215.03K |
![]() | KTOS | 15K | $1.15M |
![]() | AES | 15K | $210.80K |
![]() | CLF | 13K | $166.29K |
![]() | WES | 12K | $462.66K |
![]() | GOOGL | 11K | $3.57M |
![]() | JOBY | 11K | $147.89K |
![]() | HESM | 9K | $320.64K |
![]() | SLM | 9K | $231.12K |
![]() | OKLO | 8K | $591.45K |
![]() | NEE | 8K | $647.19K |
![]() | MSFT | 8K | $3.64M |

Archer Aviation Inc.
ACHR
Shares Held
81K
Value
$609.50K

Apple Inc.
AAPL
Shares Held
59K
Value
$16.11M

NVIDIA Corporation
NVDA
Shares Held
54K
Value
$10.07M

Blackstone Inc.
BX
Shares Held
27K
Value
$4.18M

Alphabet Inc.
GOOG
Shares Held
24K
Value
$7.44M

Kinross Gold Corporation
KGC
Shares Held
22K
Value
$628.00K

Amazon.com, Inc.
AMZN
Shares Held
22K
Value
$5.13M

STAG Industrial, Inc.
STAG
Shares Held
17K
Value
$615.60K

NuScale Power Corporation
SMR
Shares Held
15K
Value
$215.03K

Kratos Defense & Security Solutions, Inc.
KTOS
Shares Held
15K
Value
$1.15M

The AES Corporation
AES
Shares Held
15K
Value
$210.80K

Cleveland-Cliffs Inc.
CLF
Shares Held
13K
Value
$166.29K

Western Midstream Partners, LP
WES
Shares Held
12K
Value
$462.66K

Alphabet Inc.
GOOGL
Shares Held
11K
Value
$3.57M

Joby Aviation, Inc.
JOBY
Shares Held
11K
Value
$147.89K

Hess Midstream LP
HESM
Shares Held
9K
Value
$320.64K

SLM Corporation
SLM
Shares Held
9K
Value
$231.12K

Oklo Inc.
OKLO
Shares Held
8K
Value
$591.45K

NextEra Energy, Inc.
NEE
Shares Held
8K
Value
$647.19K

Microsoft Corporation
MSFT
Shares Held
8K
Value
$3.64M
