Kachkovsky & Fisher, Inc. has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity securities holdings as of the close of business on September 30, 2026. The filing reports a total of 72 separate holdings across various sectors, including technology, ETFs, and energy.
The portfolio is dominated by large-cap technology stocks and exchange-traded funds. Advanced Micro Devices Inc. is the largest individual holding, with 604,603 shares. Other major technology positions include NVIDIA Corporation with 1,784,798 shares, Taiwan Semiconductor Manufacturing Co. with 509,850 shares, and Microsoft Corp. with 642,754 shares. The firm also holds significant positions in Alphabet Inc. Class A and Class C shares, with 2,636 and 3,624 shares, respectively.
A substantial portion of the portfolio is allocated to ETFs. The firm holds 4,781,009 shares in the iShares Bitcoin Trust ETF, 2,829,685 shares in the iShares Gold Trust, and 2,412,086 shares in the SPDR Gold Trust. Other notable ETF holdings include the Invesco QQQ Trust Unit Series 1 with 1,875,456 shares and the Vanguard Total Stock Market ETF with 8,296,826 shares.
Outside of technology and ETFs, the portfolio includes positions in consumer staples, energy, and financials. The firm holds 1,343,311 shares of Tesla Inc. and 1,094,553 shares of Costco Wholesale Corporation. Energy exposure is represented by holdings in Exxon Mobil Holdings Corp. and Xcel Energy Inc. Additionally, the firm holds shares in Berkshire Hathaway Inc. Class B, META Platforms Inc., and JPMorgan Chase & Co.
