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  Name: IWAMOTO KONG & CO INC
  City: IRVINE
  State: CA
  Zip: 92612
   
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $748,500,000
  Total Value Change : $66,071,000
  Securities Held Change : 9
   
All Securities Held : 151
  New Positions : 11
  Closed Positions : 3
  Increased Positions : 42
  Unchanged Positions : 33
  Decreased Positions : 65

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Holdings Found : 10     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (ADSK)1 Year Chart         ADSK Autodesk Inc 23 New $217.93 $10,519,000 43,204 1.41% 10,519,000 43,204 0.02    Technical & System So...
   (IVV)1 Year Chart         IVV iShares Core S&P 500 Etf 84 New $510.77 $665,000 1,393 0.09% 665,000 1,393 0    Closed - End Fund - E...
   (LULU)1 Year Chart         LULU Lululemon Athletica Inc 111 New $364.70 $368,000 720 0.05% 368,000 720 0    Textile - Apparel Clo...
   (MU)1 Year Chart         MU Micron Technology Inc 132 New $114.84 $236,000 2,765 0.03% 236,000 2,765 0    Semiconductor - Memor...
   (QLD)1 Year Chart         QLD ProShares Ultra QQQ 137 New $81.83 $224,000 2,950 0.03% 224,000 2,950 0    Closed - End Fund - E...
   (IRM)1 Year Chart         IRM Iron Mountain Inc 136 New $77.52 $224,000 3,200 0.03% 224,000 3,200 0.01    Business Services
   (GS)1 Year Chart         GS Goldman Sachs Group Inc 141 New $427.57 $219,000 567 0.03% 219,000 567 0    Investment Brokerage ...
   (WFC)1 Year Chart         WFC Wells Fargo & Co 143 New $59.91 $211,000 4,280 0.03% 211,000 4,280 0    Domestic Money Center...
   (SCHA)1 Year Chart         SCHA Schwab Strategic Trust 144 New $46.59 $202,000 4,280 0.03% 202,000 4,280 0    Closed - End Fund - Debt
   (CTRM)1 Year Chart         CTRM Castor Maritime Inc 150 New $0.35 $18,000 42,775 0% 18,000 42,775 0.048    N/A

      10 Records Found
  1    
Page 1 of 1
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