Managed Portfolio Series - KAMIX
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Motiv8 Investments LLC | History | New | 3,144 | 30 | 0.02% | — | 1 | +3,144 | New | Q4 2025 | Feb 13, 2026 |
| Financial Gravity Asset Management, Inc. | History | Added to | 484 | 4 | 0.0% | 0.0% | 2 | +88 | 22.22% | Q4 2025 | Feb 13, 2026 |