Kemnay Advisory Services Inc. Q4 2025 Filing
Filed February 17, 2026
Portfolio Value
$663.1M
Holdings
862
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (862 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 401 | TNKTEEKAY TANKERS LTD | 623 | $33K | 0.00% | |
| 402 | BELFBBEL FUSE INC | 195 | $33K | 0.00% | |
| 403 | RHCRH PLC | 267 | $33K | 0.00% | |
| 404 | HWMHOWMET AEROSPACE INC | 159 | $32K | 0.00% | |
| 405 | NOCNORTHROP GRUMMAN CORP | 57 | $32K | 0.00% | |
| 406 | CDECOEUR MNG INC | 1,849 | $32K | 0.00% | |
| 407 | AMTAMERICAN TOWER CORP NEW | 186 | $32K | 0.00% | |
| 408 | LGIHLGI HOMES INC | 754 | $32K | 0.00% | |
| 409 | PNCPNC FINL SVCS GROUP INC | 155 | $32K | 0.00% | |
| 410 | FIXCOMFORT SYS USA INC | 35 | $32K | 0.00% | |
| 411 | DASHDOORDASH INC | 141 | $31K | 0.00% | |
| 412 | CCLCARNIVAL CORP | 1,038 | $31K | 0.00% | |
| 413 | SPOTSPOTIFY TECHNOLOGY S A | 55 | $31K | 0.00% | |
| 414 | GNKGENCO SHIPPING & TRADING LTD | 1,721 | $31K | 0.00% | |
| 415 | DYDYCOM INDS INC | 89 | $30K | 0.00% | |
| 416 | ORLYOREILLY AUTOMOTIVE INC | 334 | $30K | 0.00% | |
| 417 | GMGENERAL MTRS CO | 372 | $30K | 0.00% | |
| 418 | MCOMOODYS CORP | 60 | $30K | 0.00% | |
| 419 | STRLSTERLING INFRASTRUCTURE INC | 101 | $30K | 0.00% | |
| 420 | AEOAMERICAN EAGLE OUTFITTERS IN | 1,159 | $30K | 0.00% | |
| 421 | VIKVIKING HOLDINGS LTD | 433 | $30K | 0.00% | |
| 422 | ELVELEVANCE HEALTH INC FORMERLY | 88 | $30K | 0.00% | |
| 423 | REGNREGENERON PHARMACEUTICALS | 40 | $30K | 0.00% | |
| 424 | AXSMAXSOME THERAPEUTICS INC | 167 | $30K | 0.00% | |
| 425 | DGDOLLAR GEN CORP NEW | 230 | $30K | 0.00% | |
| 426 | FW2NBANNER CORP | 492 | $30K | 0.00% | |
| 427 | EMREMERSON ELEC CO | 224 | $29K | 0.00% | |
| 428 | AHRAMERICAN HEALTHCARE REIT INC | 620 | $29K | 0.00% | |
| 429 | VSTVISTRA CORP | 184 | $29K | 0.00% | |
| 430 | NKENIKE INC | 468 | $29K | 0.00% | |
| 431 | AONAON PLC | 83 | $29K | 0.00% | |
| 432 | TTAMTITAN AMER SA | 1,815 | $29K | 0.00% | |
| 433 | CRKCOMSTOCK RES INC | 1,252 | $29K | 0.00% | |
| 434 | CITHE CIGNA GROUP | 106 | $29K | 0.00% | |
| 435 | UPSUNITED PARCEL SERVICE INC | 295 | $29K | 0.00% | |
| 436 | SHWSHERWIN WILLIAMS CO | 92 | $29K | 0.00% | |
| 437 | TRTXTPG RE FIN TR INC | 3,476 | $29K | 0.00% | |
| 438 | EQIXEQUINIX INC | 39 | $29K | 0.00% | |
| 439 | WMBWILLIAMS COS INC | 485 | $29K | 0.00% | |
| 440 | T7DTRANSDIGM GROUP INC | 22 | $29K | 0.00% | |
| 441 | WTSWATTS WATER TECHNOLOGIES INC | 105 | $28K | 0.00% | |
| 442 | TENBTENABLE HLDGS INC | 1,208 | $28K | 0.00% | |
| 443 | BFHBREAD FINANCIAL HOLDINGS INC | 380 | $28K | 0.00% | |
| 444 | CMICUMMINS INC | 55 | $28K | 0.00% | |
| 445 | COMPCOMPASS INC | 2,726 | $28K | 0.00% | |
| 446 | XMTRXOMETRY INC | 473 | $28K | 0.00% | |
| 447 | DELLDELL TECHNOLOGIES INC | 228 | $28K | 0.00% | |
| 448 | FCXFREEPORT-MCMORAN INC | 569 | $28K | 0.00% | |
| 449 | TPBTURNING PT BRANDS INC | 251 | $27K | 0.00% | |
| 450 | ON1OLD NATL BANCORP IND | 1,217 | $27K | 0.00% | |
| 451 | GLWCORNING INC | 314 | $27K | 0.00% | |
| 452 | TGLSTECNOGLASS INC | 551 | $27K | 0.00% | |
| 453 | MDLZMONDELEZ INTL INC | 513 | $27K | 0.00% | |
| 454 | OPRTOPORTUN FINL CORP | 5,225 | $27K | 0.00% | |
| 455 | SNOWSNOWFLAKE INC | 127 | $27K | 0.00% | |
| 456 | QBTSD-WAVE QUANTUM INC | 1,067 | $27K | 0.00% | |
| 457 | CTRECARETRUST REIT INC | 750 | $27K | 0.00% | |
| 458 | PIIPOLARIS INC | 427 | $27K | 0.00% | |
| 459 | ITWILLINOIS TOOL WKS INC | 111 | $27K | 0.00% | |
| 460 | CYTKCYTOKINETICS INC | 428 | $27K | 0.00% | |
| 461 | EWEDWARDS LIFESCIENCES CORP | 320 | $27K | 0.00% | |
| 462 | ANGOANGIODYNAMICS INC | 2,141 | $27K | 0.00% | |
| 463 | MARMARRIOTT INTL INC NEW | 88 | $27K | 0.00% | |
| 464 | IDIINTERDIGITAL INC | 82 | $26K | 0.00% | |
| 465 | RCLROYAL CARIBBEAN GROUP | 96 | $26K | 0.00% | |
| 466 | UMBFUMB FINL CORP | 234 | $26K | 0.00% | |
| 467 | AJGGALLAGHER ARTHUR J & CO | 102 | $26K | 0.00% | |
| 468 | ECLECOLAB INC | 101 | $26K | 0.00% | |
| 469 | HLTHILTON WORLDWIDE HLDGS INC | 91 | $26K | 0.00% | |
| 470 | HAEHAEMONETICS CORP MASS | 325 | $26K | 0.00% | |
| 471 | EFXEQUIFAX INC | 118 | $25K | 0.00% | |
| 472 | MOG/AMOOG INC | 103 | $25K | 0.00% | |
| 473 | LUMNLUMEN TECHNOLOGIES INC | 3,257 | $25K | 0.00% | |
| 474 | AOMRANGEL OAK MORTGAGE REIT INC | 3,003 | $25K | 0.00% | |
| 475 | CITCINTAS CORP | 136 | $25K | 0.00% | |
| 476 | CLCOLGATE PALMOLIVE CO | 320 | $25K | 0.00% | |
| 477 | AMRXAMNEAL PHARMACEUTICALS INC | 2,060 | $25K | 0.00% | |
| 478 | HNIHNI CORP | 599 | $25K | 0.00% | |
| 479 | TRVTRAVELERS COMPANIES INC | 88 | $25K | 0.00% | |
| 480 | AEISADVANCED ENERGY INDS | 121 | $25K | 0.00% | |
| 481 | MODMODINE MFG CO | 184 | $24K | 0.00% | |
| 482 | VRTVERTIV HOLDINGS CO | 150 | $24K | 0.00% | |
| 483 | RGTIRIGETTI COMPUTING INC | 1,098 | $24K | 0.00% | |
| 484 | TFCTRUIST FINL CORP | 505 | $24K | 0.00% | |
| 485 | WSFSWSFS FINL CORP | 435 | $24K | 0.00% | |
| 486 | ADSKAUTODESK INC | 84 | $24K | 0.00% | |
| 487 | SMBKSMARTFINANCIAL INC | 664 | $24K | 0.00% | |
| 488 | AEPAMERICAN ELEC PWR CO INC | 211 | $24K | 0.00% | |
| 489 | LYTSLSI INDS INC OHIO | 1,333 | $24K | 0.00% | |
| 490 | ABGCENCORA INC | 74 | $24K | 0.00% | |
| 491 | AZOAUTOZONE INC | 7 | $23K | 0.00% | |
| 492 | JBTJBT MAREL CORPORATION | 156 | $23K | 0.00% | |
| 493 | NUNU HLDGS LTD | 1,417 | $23K | 0.00% | |
| 494 | NUVLNUVALENT INC | 230 | $23K | 0.00% | |
| 495 | APOAPOLLO GLOBAL MGMT INC | 163 | $23K | 0.00% | |
| 496 | SPGSIMON PPTY GROUP INC NEW | 125 | $23K | 0.00% | |
| 497 | ARWRARROWHEAD PHARMACEUTICALS IN | 347 | $23K | 0.00% | |
| 498 | METMETLIFE INC | 295 | $23K | 0.00% | |
| 499 | HGVHILTON GRAND VACATIONS INC | 522 | $23K | 0.00% | |
| 500 | FCFSFIRSTCASH HOLDINGS INC | 139 | $22K | 0.00% |