Kemnay Advisory Services Inc. Portfolio Stock Holdings
Kemnay Advisory Services Inc. disclosed 1190 stock positions valued at approximately $622.3 million in its latest SEC 13F filing. The largest holdings include VORNADO RLTY TR, ISHARES INC, and COINBASE GLOBAL INC. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 1190
- Portfolio Value
- $622.3M
Holdings by Sector
Kemnay Advisory Services Inc. Portfolio Holdings in Q1 2026
1156 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VORNADO RLTY TR | VNO | Real Estate | 24.37% | 5,834,481 | - | - | $151,638,161 |
| ISHARES INC | EWJ | Other | 15.46% | 1,139,610 | +270,110 | +31.06% | $96,228,668 |
| COINBASE GLOBAL INC | COIN | Financial Services | 8.28% | 295,187 | -23 | -0.01% | $51,542,602 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 5.76% | 106,083 | -21,828 | -17.06% | $35,850,750 |
| ISHARES TR | INDA | Other | 3.13% | 415,660 | +415,660 | +100.00% | $19,469,514 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 3.04% | 90,768 | +10,986 | +13.77% | $18,904,252 |
| THERMO FISHER SCIENTIFIC INC | TMO | Healthcare | 2.97% | 37,596 | -2,554 | -6.36% | $18,479,562 |
| APPLE INC | AAPL | Technology | 2.96% | 72,536 | +1,427 | +2.01% | $18,408,912 |
| NVIDIA CORPORATION | NVDA | Technology | 2.88% | 102,652 | -30 | -0.03% | $17,902,508 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 2.84% | 36,867 | +829 | +2.30% | $17,666,667 |
| MICROSOFT CORP | MSFT | Technology | 2.82% | 47,345 | +9,963 | +26.65% | $17,525,698 |
| ALPHABET INC | GOOG | Communication Services | 2.80% | 60,760 | -2,693 | -4.24% | $17,429,614 |
| VISA INC | V | Financial Services | 2.77% | 56,960 | +1,820 | +3.30% | $17,215,590 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 2.75% | 26,286 | -412 | -1.54% | $17,094,837 |
| META PLATFORMS INC | META | Communication Services | 2.66% | 28,899 | -1,343 | -4.44% | $16,533,985 |
| MERCADOLIBRE INC | MELI | Consumer Cyclical | 1.81% | 6,527 | +904 | +16.08% | $11,285,313 |
| FIDELITY NATL INFORMATION SV | FIS | Technology | 1.77% | 235,460 | +234,824 | +36922.01% | $11,045,428 |
| INTUIT | INTU | Technology | 1.46% | 20,957 | +3,208 | +18.07% | $9,061,388 |
| DANAHER CORP DEL | DHR | Healthcare | 1.39% | 45,550 | +3 | +0.01% | $8,636,280 |
| SOMNIGROUP INTERNATIONAL INC | TPX | Consumer Cyclical | 1.01% | 85,396 | - | - | $6,312,472 |
| OFFERPAD SOLUTIONS INC | OPAD | Real Estate | 0.15% | 1,379,507 | - | - | $903,853 |
| ALPHABET INC | GOOGL | Communication Services | 0.08% | 1,748 | +18 | +1.04% | $502,655 |
| BROADCOM INC | AVGO | Technology | 0.07% | 1,404 | +18 | +1.30% | $434,552 |
| TESLA INC | TSLA | Consumer Cyclical | 0.06% | 1,008 | +138 | +15.86% | $374,724 |
| ELI LILLY & CO | LLY | Healthcare | 0.04% | 292 | +20 | +7.35% | $268,573 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.04% | 851 | -210 | -19.79% | $250,330 |
| ISHARES TR | IWM | Other | 0.04% | 955 | -23 | -2.35% | $236,840 |
| EXXON MOBIL CORP | XOM | Energy | 0.04% | 1,384 | -292 | -17.42% | $234,809 |
| ISHARES TR | IWB | Other | 0.04% | 650 | -10 | -1.52% | $231,764 |
| TJX COS INC NEW | TJX | Consumer Cyclical | 0.04% | 1,426 | +647 | +83.06% | $227,732 |
| WALMART INC | WMT | Consumer Defensive | 0.03% | 1,526 | -198 | -11.48% | $189,651 |
| JOHNSON CONTROLS INTERNATION | JCI | Industrials | 0.03% | 1,337 | +946 | +241.94% | $175,080 |
| CVS HEALTH CORP | CVS | Healthcare | 0.03% | 2,323 | +1,824 | +365.53% | $166,838 |
| FABRINET | FN | Other | 0.03% | 316 | +224 | +243.48% | $164,800 |
| CLEAN HARBORS INC | CLH | Industrials | 0.03% | 554 | +554 | +100.00% | $158,848 |
| FORMFACTOR INC | FORM | Technology | 0.03% | 1,626 | -2,455 | -60.16% | $157,706 |
| GRANITE CONSTR INC | GVA | Industrials | 0.03% | 1,312 | +1,202 | +1092.73% | $157,283 |
| CUSTOMERS BANCORP INC | CUBI | Financial Services | 0.02% | 2,233 | +796 | +55.39% | $154,993 |
| NATERA INC | NTRA | Healthcare | 0.02% | 752 | +581 | +339.77% | $150,392 |
| HAYWARD HLDGS INC | HAYW | Industrials | 0.02% | 11,215 | +4,824 | +75.48% | $150,057 |
| TEXAS CAP BANCSHARES INC | TCBI | Financial Services | 0.02% | 1,581 | +1,475 | +1391.51% | $150,005 |
| PLEXUS CORP | PLXS | Technology | 0.02% | 736 | +138 | +23.08% | $149,069 |
| PAYLOCITY HLDG CORP | PCTY | Technology | 0.02% | 1,365 | +614 | +81.76% | $147,475 |
| ABBVIE INC | ABBV | Healthcare | 0.02% | 677 | -27 | -3.84% | $147,241 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.02% | 147 | -89 | -37.71% | $146,475 |
| VERTIV HOLDINGS CO | VRT | Industrials | 0.02% | 579 | +429 | +286.00% | $145,086 |
| DICKS SPORTING GOODS INC | DKS | Consumer Cyclical | 0.02% | 722 | +722 | +100.00% | $143,165 |
| STIFEL FINL CORP | SF | Financial Services | 0.02% | 1,920 | +905 | +89.16% | $141,926 |
| MANPOWERGROUP INC WIS | MAN | Industrials | 0.02% | 4,805 | +4,805 | +100.00% | $141,555 |
| WOODWARD INC | WWD | Industrials | 0.02% | 392 | +392 | +100.00% | $140,305 |
| PRIVIA HEALTH GROUP INC | PRVA | Healthcare | 0.02% | 6,808 | +802 | +13.35% | $140,041 |
| XPO INC | XPO | Industrials | 0.02% | 718 | -126 | -14.93% | $139,687 |
| BALCHEM CORP | BCPC | Basic Materials | 0.02% | 813 | -52 | -6.01% | $137,787 |
| DIEBOLD NIXDORF INC | DBD | Technology | 0.02% | 1,812 | -77 | -4.08% | $136,697 |
| CROWDSTRIKE HLDGS INC | CRWD | Technology | 0.02% | 350 | +253 | +260.82% | $136,644 |
| KONTOOR BRANDS INC | KTB | Consumer Cyclical | 0.02% | 1,937 | +1,806 | +1378.63% | $136,152 |
| JABIL INC | JBL | Technology | 0.02% | 510 | +510 | +100.00% | $135,471 |
| COMFORT SYS USA INC | FIX | Industrials | 0.02% | 98 | +63 | +180.00% | $135,141 |
| NETFLIX INC. | NFLX | Communication Services | 0.02% | 1,405 | -406 | -22.42% | $135,091 |
| GEN DIGITAL INC | GEN | Technology | 0.02% | 7,172 | +2,032 | +39.53% | $135,049 |
| CARNIVAL CORP | CCL | Consumer Cyclical | 0.02% | 5,212 | +4,174 | +402.12% | $134,887 |
| CHEVRON CORPORATION | CVX | Energy | 0.02% | 644 | -107 | -14.25% | $133,244 |
| DUCOMMUN INC DEL | DCO | Industrials | 0.02% | 1,091 | -149 | -12.02% | $133,102 |
| SEMTECH CORP | SMTC | Technology | 0.02% | 1,726 | +1,434 | +491.10% | $132,712 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.02% | 387 | -61 | -13.62% | $130,744 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.02% | 261 | -64 | -19.69% | $130,411 |
| JACOBS SOLUTIONS INC | J | Industrials | 0.02% | 1,023 | +947 | +1246.05% | $130,207 |
| FRONTDOOR INC | FTDR | Consumer Cyclical | 0.02% | 2,421 | -177 | -6.81% | $127,974 |
| BREAD FINANCIAL HOLDINGS INC | BFH | Financial Services | 0.02% | 1,703 | +1,323 | +348.16% | $127,538 |
| LATTICE SEMICONDUCTOR CORP | LSCC | Technology | 0.02% | 1,364 | +1,364 | +100.00% | $126,525 |
| ARCHROCK INC | AROC | Energy | 0.02% | 3,549 | +3,134 | +755.18% | $123,505 |
| RINGCENTRAL INC | RNG | Technology | 0.02% | 3,296 | +158 | +5.04% | $122,578 |
| IMAX CORP | IMAX | Communication Services | 0.02% | 3,224 | -416 | -11.43% | $122,544 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.02% | 845 | -86 | -9.24% | $122,052 |
| CHEFS WHSE INC | CHEF | Consumer Defensive | 0.02% | 2,052 | +1,042 | +103.17% | $121,991 |
| CLEAR SECURE INC | YOU | Technology | 0.02% | 2,519 | -583 | -18.79% | $121,945 |
| KODIAK GAS SVCS INC | KGS | Energy | 0.02% | 2,077 | +2,077 | +100.00% | $121,131 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.02% | 588 | -58 | -8.98% | $119,617 |
| STERLING INFRASTRUCTURE INC | STRL | Industrials | 0.02% | 291 | +190 | +188.12% | $118,516 |
| EXPEDIA GROUP INC | EXPE | Consumer Cyclical | 0.02% | 506 | -118 | -18.91% | $116,830 |
| BENCHMARK ELECTRS INC | BHE | Technology | 0.02% | 2,081 | +227 | +12.24% | $116,661 |
| SOFI TECHNOLOGIES INC | SOFI | Financial Services | 0.02% | 7,301 | +851 | +13.19% | $115,940 |
| NEXTPOWER INC | NXT | Technology | 0.02% | 960 | +518 | +117.19% | $115,728 |
| TTM TECHNOLOGIES INC | TTMI | Technology | 0.02% | 1,183 | -597 | -33.54% | $115,248 |
| REVOLVE GROUP INC | RVLV | Consumer Cyclical | 0.02% | 5,094 | +5,094 | +100.00% | $115,175 |
| BLUE BIRD CORP | BLBD | Industrials | 0.02% | 2,006 | +2,006 | +100.00% | $113,921 |
| MERCK & CO INC | MRK | Healthcare | 0.02% | 947 | -43 | -4.34% | $113,915 |
| ECHOSTAR CORP | SATS | Technology | 0.02% | 968 | +482 | +99.18% | $113,324 |
| ASTRONICS CORP | ATRO | Industrials | 0.02% | 1,680 | +882 | +110.53% | $112,106 |
| VIAVI SOLUTIONS INC | VIAV | Technology | 0.02% | 3,366 | -4,137 | -55.14% | $112,020 |
| WISDOMTREE INC | WT | Financial Services | 0.02% | 7,661 | +7,661 | +100.00% | $111,544 |
| VERICEL CORP | VCEL | Healthcare | 0.02% | 3,439 | +3,439 | +100.00% | $110,633 |
| ASTEC INDS INC | ASTE | Industrials | 0.02% | 2,051 | +2,051 | +100.00% | $110,426 |
| DOUGLAS DYNAMICS INC | PLOW | Consumer Cyclical | 0.02% | 2,622 | -154 | -5.55% | $110,360 |
| OSI SYSTEMS INC | OSIS | Technology | 0.02% | 415 | -54 | -11.51% | $110,187 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.02% | 328 | -69 | -17.38% | $107,876 |
| MUELLER WTR PRODS INC | MWA | Industrials | 0.02% | 3,896 | -5,502 | -58.54% | $107,101 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 0.02% | 728 | -148 | -16.89% | $106,492 |
| XERIS BIOPHARMA HOLDINGS INC | XERS | Healthcare | 0.02% | 18,359 | +9,879 | +116.50% | $106,482 |
| SIRIUSPOINT LTD | SPNT | Other | 0.02% | 4,927 | +4,927 | +100.00% | $106,128 |