13F-HR filed by Kemnay Advisory Services Inc.
Kemnay Advisory Services Inc. filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-08-14, with 1,169 holding rows worth $791,482,555.
- Accession
- 0001193125-26-350683
- Filer
- CIK 1555283
- Filed
- 2026-08-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2026
A holdings report, 1,169 entries on the cover page, a total value of $791,482,555 stated on the cover page (in dollars after the unit check, H1), rows summing to $791,482,555 with VALUE read as dollars as filed, 13F file number 028-15301. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| GERMAN AMERICAN BANCORP | 373865104 | COMMON STOCK | 246 | $11,675 | dollars as filed | |
| KEEL INFRASTRUCTURE CORP | 486917107 | COMMON STOCK | 2,032 | $11,664 | dollars as filed | |
| ZOETIS INC CL A | 98978V103 | Stock | 162 | $11,641 | dollars as filed | |
| DIME COMMERCIAL BANCSHARES I | 25432X102 | COMMON STOCK | 286 | $11,626 | dollars as filed | |
| NETAPP INC COM | 64110D104 | Stock | 75 | $11,607 | dollars as filed | |
| PAYCHEX INC | 704326107 | COM | 118 | $11,603 | dollars as filed | |
| OTIS WORLDWIDE CORP COM | 68902V107 | Stock | 162 | $11,599 | dollars as filed | |
| AGILENT TECHNOLOGIES INC COM | 00846U101 | Stock | 87 | $11,556 | dollars as filed | |
| NEWS CORP NEW CL A | 65249B109 | Stock | 464 | $11,521 | dollars as filed | |
| EVERSOURCE ENERGY COM | 30040W108 | Stock | 159 | $11,491 | dollars as filed | |
| CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES | G25457105 | Stock | 42 | $11,422 | dollars as filed | |
| PPG INDS INC COM | 693506107 | Stock | 94 | $11,401 | dollars as filed | |
| TRIUMPH FINANCIAL INC | 89679E300 | COM | 149 | $11,370 | dollars as filed | |
| UPSTARTHLDGSINC | 91680M107 | STOK | 320 | $11,338 | dollars as filed | |
| L3HARRIS TECHNOLOGIES INC COM | 502431109 | Stock | 39 | $11,333 | dollars as filed | |
| OKTAINCCLASSA | 679295105 | STOK | 83 | $11,325 | dollars as filed | |
| ASBURY AUTOMOTIVE GROUP INC COM | 043436104 | Stock | 56 | $11,260 | dollars as filed | |
| STEEL DYNAMICS INC COM | 858119100 | Stock | 49 | $11,244 | dollars as filed | |
| RAYMOND JAMES FINL INC COM | 754730109 | Stock | 73 | $11,098 | dollars as filed | |
| BLOCK INC CL A | 852234103 | Stock | 146 | $11,096 | dollars as filed | |
| PPL CORP COM | 69351T106 | Stock | 305 | $11,087 | dollars as filed | |
| TTM TECHNOLOGIES INC | 87305R109 | COM | 59 | $11,034 | dollars as filed | |
| FIRSTENERGY CORP | 337932107 | COM | 232 | $11,029 | dollars as filed | |
| HUBBELL INC COM | 443510607 | Stock | 21 | $10,987 | dollars as filed | |
| HERSHEY CO COM | 427866108 | Stock | 62 | $10,878 | dollars as filed | |
| WATERS CORP COM | 941848103 | Stock | 29 | $10,876 | dollars as filed | |
| AMERICAN WTR WKS CO INC NEW COM | 030420103 | Stock | 82 | $10,790 | dollars as filed | |
| MODERNA INC | 60770K107 | COM | 154 | $10,785 | dollars as filed | |
| HALLIBURTON CO COM | 406216101 | Stock | 317 | $10,762 | dollars as filed | |
| EQUITY RESIDENTIAL | 29476L107 | SH BEN INT | 158 | $10,733 | dollars as filed | |
| SOLVENTUM CORP COM SHS | 83444M101 | Stock | 139 | $10,724 | dollars as filed | |
| DOLLAR GEN CORP COM | 256677105 | Stock | 93 | $10,705 | dollars as filed | |
| NRG ENERGY INC COM NEW | 629377508 | Stock | 73 | $10,662 | dollars as filed | |
| BWX TECHNOLOGIES INC | 05605H100 | COM | 54 | $10,511 | dollars as filed | |
| DEXCOM INC COM | 252131107 | Stock | 156 | $10,507 | dollars as filed | |
| TEXAS PACIFIC LAND CORPORATION COM | 88262P102 | Stock | 24 | $10,503 | dollars as filed | |
| WILLIS TOWERS WATSON PLC LTD SHS | G96629103 | Stock | 40 | $10,455 | dollars as filed | |
| ROBLOX CORP CL A | 771049103 | Stock | 192 | $10,441 | dollars as filed | |
| DOVER CORP COM | 260003108 | Stock | 46 | $10,317 | dollars as filed | |
| SIRIUSXM HOLDINGS INC | 829933100 | COMMON STOCK | 348 | $10,280 | dollars as filed | |
| COREWEAVE INC COM CL A | 21873S108 | COM | 102 | $10,153 | dollars as filed | |
| TERADATA CORP DEL | 88076W103 | COM | 293 | $10,152 | dollars as filed | |
| FIRST SOLAR INC COM | 336433107 | Stock | 43 | $10,146 | dollars as filed | |
| COUPANG INC | 22266T109 | CL A | 581 | $10,092 | dollars as filed | |
| COPART INC COM | 217204106 | Stock | 356 | $10,036 | dollars as filed | |
| TELEDYNE TECHNOLOGIES INC COM | 879360105 | Stock | 15 | $10,004 | dollars as filed | |
| GROUP 1 AUTOMOTIVE INC COM | 398905109 | Stock | 34 | $9,900 | dollars as filed | |
| CMS ENERGY CORP COM | 125896100 | Stock | 129 | $9,869 | dollars as filed | |
| CHIPOTLEMEXICANGRILLI | 169656105 | STOK | 289 | $9,826 | dollars as filed | |
| KEYCORP COM | 493267108 | Stock | 426 | $9,819 | dollars as filed | |
| PRICE T ROWE GROUP INC COM | 74144T108 | Stock | 86 | $9,777 | dollars as filed | |
| MARKELGROUPINC | 570535104 | STOK | 5 | $9,765 | dollars as filed | |
| UNITED THERAPEUTICS CORP DEL COM | 91307C102 | Stock | 18 | $9,753 | dollars as filed | |
| INSMED INC COM PAR $.01 | 457669307 | Stock | 91 | $9,702 | dollars as filed | |
| PRINCIPAL FINANCIAL GROUP INC COM | 74251V102 | Stock | 90 | $9,700 | dollars as filed | |
| CHURCH & DWIGHT CO INC COM | 171340102 | Stock | 100 | $9,688 | dollars as filed | |
| NISOURCE INC COM | 65473P105 | Stock | 202 | $9,605 | dollars as filed | |
| US FOODS HLDG CORP COM | 912008109 | Stock | 92 | $9,407 | dollars as filed | |
| FISERV INC | 337738108 | COM | 191 | $9,369 | dollars as filed | |
| XYLEM INC COM | 98419M100 | Stock | 79 | $9,339 | dollars as filed | |
| EXPAND ENERGY CORPORATION COM | 165167735 | Stock | 101 | $9,210 | dollars as filed | |
| ROYALTY PHARMA PLC | G7709Q104 | SHS CLASS A | 164 | $9,195 | dollars as filed | |
| VERALTO CORP COM SHS | 92338C103 | Stock | 103 | $9,134 | dollars as filed | |
| EMCOR GROUP INC COM | 29084Q100 | Stock | 11 | $9,129 | dollars as filed | |
| JABIL INC COM | 466313103 | Stock | 23 | $8,866 | dollars as filed | |
| BETA TECHNOLOGIES INC COM SHS CL A | 086921103 | Stock | 529 | $8,861 | dollars as filed | |
| CITIZENS FINL GROUP INC COM | 174610105 | Stock | 126 | $8,829 | dollars as filed | |
| SIGNET JEWELERS LTD SHS | G81276100 | Stock | 102 | $8,792 | dollars as filed | |
| CONSTELLATION BRANDS INC CL A | 21036P108 | Stock | 63 | $8,763 | dollars as filed | |
| LIBERTY MEDIA CORP DEL COM LBTY ONE S C | 531229755 | Stock | 92 | $8,753 | dollars as filed | |
| FIREFLY AEROSPACE INC | 31816X106 | COM | 297 | $8,732 | dollars as filed | |
| SUNBELT RENTALS HOLDINGS INC SHS | 866966104 | Stock | 116 | $8,678 | dollars as filed | |
| STERIS PLC SHS USD | G8473T100 | Stock | 41 | $8,633 | dollars as filed | |
| PACKAGING CORP AMER COM | 695156109 | Stock | 36 | $8,578 | dollars as filed | |
| UNITED AIRLS HLDGS INC COM | 910047109 | Stock | 63 | $8,567 | dollars as filed | |
| EXPEDITORS INTL WASH INC COM | 302130109 | Stock | 52 | $8,475 | dollars as filed | |
| INGERSOLL RAND INC COM | 45687V106 | Stock | 103 | $8,445 | dollars as filed | |
| TETRA TECH INC NEW | 88162G103 | COM | 290 | $8,378 | dollars as filed | |
| CIRRUS LOGIC INC COM | 172755100 | Stock | 56 | $8,318 | dollars as filed | |
| ALLIANT ENERGY CORP COM | 018802108 | Stock | 109 | $8,316 | dollars as filed | |
| VERISK ANALYTICS INC COM | 92345Y106 | Stock | 46 | $8,258 | dollars as filed | |
| NATIONAL HEALTHCARE CORP COM | 635906100 | Stock | 39 | $8,243 | dollars as filed | |
| EVERGY INC COM | 30034W106 | Stock | 95 | $8,211 | dollars as filed | |
| ACADIA HEALTHCARE COMPANY INC COM | 00404A109 | Stock | 278 | $8,209 | dollars as filed | |
| BERKLEY W R CORP COM | 084423102 | Stock | 116 | $8,181 | dollars as filed | |
| INCYTE CORP COM | 45337C102 | Stock | 72 | $8,162 | dollars as filed | |
| INTERNATIONAL FLAVORS&FRAGRANC COM | 459506101 | Stock | 103 | $8,160 | dollars as filed | |
| BENTLEY SYS INC COM CL B | 08265T208 | Stock | 270 | $8,070 | dollars as filed | |
| REGIONS FINANCIAL CORP NEW COM | 7591EP100 | Stock | 267 | $8,063 | dollars as filed | |
| LOEWS CORP COM | 540424108 | Stock | 71 | $8,038 | dollars as filed | |
| MEDLINE INC COM CL A | 58507V107 | Stock | 202 | $7,967 | dollars as filed | |
| BROWN & BROWN INC COM | 115236101 | Stock | 124 | $7,955 | dollars as filed | |
| HUMANA INC COM | 444859102 | Stock | 20 | $7,944 | dollars as filed | |
| BURLINGTON STORES INC COM | 122017106 | Stock | 25 | $7,920 | dollars as filed | |
| ACUITY INC COM | 00508Y102 | Stock | 21 | $7,910 | dollars as filed | |
| SHAKE SHACK INC | 819047101 | CL A | 141 | $7,899 | dollars as filed | |
| ESSEX PPTY TR INC COM | 297178105 | REIT | 27 | $7,873 | dollars as filed | |
| OMNICOM GROUP INC COM | 681919106 | Stock | 108 | $7,866 | dollars as filed | |
| GENERAL MILLS INC COM | 370334104 | Stock | 224 | $7,795 | dollars as filed | |
| VIATRIS INC COM | 92556V106 | Stock | 489 | $7,765 | dollars as filed | |
| SBA COMMUNICATIONS CORP CL A | 78410G104 | REIT | 44 | $7,764 | dollars as filed | |
| BITDEER TECHNOLOGIES GROUP CL A ORD SHS | G11448100 | Stock | 488 | $7,745 | dollars as filed | |
| DOLLAR TREE INC COM | 256746108 | Stock | 64 | $7,741 | dollars as filed | |
| IQVIA HLDGS INC COM | 46266C105 | Stock | 40 | $7,729 | dollars as filed | |
| HP INC COM | 40434L105 | Stock | 352 | $7,723 | dollars as filed | |
| DOW HLDGS INC COM | 260557103 | Stock | 281 | $7,688 | dollars as filed | |
| INVITATION HOMES INC COM | 46187W107 | REIT | 250 | $7,553 | dollars as filed | |
| AMBIQ MICRO INC | 023193105 | COMMON STOCK | 85 | $7,506 | dollars as filed | |
| TALOS ENERGY INC | 87484T108 | COM | 579 | $7,475 | dollars as filed | |
| WILLIAMS SONOMA INC COM | 969904101 | Stock | 32 | $7,459 | dollars as filed | |
| BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS | 113004105 | Stock | 166 | $7,445 | dollars as filed | |
| ROIVANT SCIENCES LTD | G76279101 | SHS | 209 | $7,397 | dollars as filed | |
| BANK OZK LITTLE ROCK ARK COM | 06417N103 | Stock | 142 | $7,397 | dollars as filed | |
| SOUNDHOUND AI INC CLASS A COM | 836100107 | Stock | 1,130 | $7,311 | dollars as filed | |
| VEEVA SYS INC CL A COM | 922475108 | Stock | 41 | $7,276 | dollars as filed | |
| WEYERHAEUSER CO COM NEW | 962166104 | REIT | 303 | $7,254 | dollars as filed | |
| TEEKAY TANKERS LTD CLASS A | G8726X106 | COMMON STOCK | 111 | $7,201 | dollars as filed | |
| BUNGE GLOBAL SA COM SHS | H11356104 | Stock | 67 | $7,151 | dollars as filed | |
| RB GLOBAL INC COM | 74935Q107 | Stock | 61 | $7,103 | dollars as filed | |
| NEUROCRINE BIOSCIENCES INC | 64125C109 | COM | 42 | $7,078 | dollars as filed | |
| KIMCO REALTY CORP COM | 49446R109 | REIT | 278 | $7,047 | dollars as filed | |
| BALL CORP | 058498106 | COM | 112 | $6,989 | dollars as filed | |
| ZIMMER BIOMET HOLDINGS INC COM | 98956P102 | Stock | 81 | $6,973 | dollars as filed | |
| SIX FLAGS ENTERTAINMENT CORP COM | 83001C108 | Stock | 325 | $6,923 | dollars as filed | |
| DUPONT DE NEMOURS INC COMMON STOCK | 26614N201 | Stock | 51 | $6,918 | dollars as filed | |
| RIDENOW GROUP INC | 781386305 | COM CL B | 1,038 | $6,913 | dollars as filed | |
| ANNALY CAPITAL MANAGEMENT INC COM NEW | 035710839 | REIT | 309 | $6,909 | dollars as filed | |
| ARES MANAGEMENT CORPORATION CL A COM STK | 03990B101 | Stock | 62 | $6,901 | dollars as filed | |
| POWELL INDS INC | 739128106 | COM | 24 | $6,873 | dollars as filed | |
| PULTE GROUP INC COM | 745867101 | Stock | 50 | $6,861 | dollars as filed | |
| AMCOR PLC | g0250x149 | COM NEW | 158 | $6,849 | dollars as filed | |
| SNAP ON INC COM | 833034101 | Stock | 17 | $6,841 | dollars as filed | |
| MID AMERICA APARTMENT COMMUNITIES INC. | 59522J103 | Common Stock, par value $0.01 per share | 49 | $6,808 | dollars as filed | |
| NELNET INC | 64031N108 | CL A | 51 | $6,800 | dollars as filed | |
| T1 ENERGY INC COM NEW | 35834F104 | Stock | 717 | $6,797 | dollars as filed | |
| LPL FINL HLDGS INC COM | 50212V100 | Stock | 24 | $6,760 | dollars as filed | |
| HOST HOTELS & RESORTS INC COM | 44107P104 | REIT | 282 | $6,686 | dollars as filed | |
| WP CAREY INC COM | 92936U109 | REIT | 93 | $6,650 | dollars as filed | |
| REDWIRE CORPORATION | 75776W103 | COM | 537 | $6,568 | dollars as filed | |
| SMURFIT WESTROCK PLC SHS | G8267P108 | Stock | 140 | $6,476 | dollars as filed | |
| AMENTUM HOLDINGS INC COM | 023939101 | Stock | 313 | $6,470 | dollars as filed | |
| AUTOZONE INC COM | 053332102 | Stock | 2 | $6,392 | dollars as filed | |
| METTLER TOLEDO INTERNATIONAL COM | 592688105 | Stock | 5 | $6,388 | dollars as filed | |
| PERFORMANCE FOOD GROUP CO COM | 71377A103 | Stock | 57 | $6,372 | dollars as filed | |
| DT MIDSTREAM INC COMMON STOCK | 23345M107 | Stock | 43 | $6,310 | dollars as filed | |
| WORKIVA INC COM CL A | 98139A105 | Stock | 130 | $6,306 | dollars as filed | |
| A10 NETWORKS INC | 002121101 | COM | 168 | $6,276 | dollars as filed | |
| JAZZ PHARMACEUTICALS PLC SHS USD | G50871105 | Stock | 26 | $6,265 | dollars as filed | |
| HEALTHPEAK PROPERTIES INC COM | 42250P103 | REIT | 290 | $6,206 | dollars as filed | |
| PERMIAN RESOURCES CORP CLASS A COM | 71424F105 | Stock | 336 | $6,186 | dollars as filed | |
| GROUPON INC | 399473206 | COM NEW | 257 | $6,183 | dollars as filed | |
| ACADEMY SPORTS & OUTDOORS INC COM | 00402L107 | Stock | 131 | $6,174 | dollars as filed | |
| OVINTIV INC | 69047Q102 | COM | 117 | $6,160 | dollars as filed | |
| REGENCY CTRS CORP COM | 758849103 | REIT | 77 | $6,140 | dollars as filed | |
| SUN CMNTYS INC COM | 866674104 | REIT | 51 | $6,115 | dollars as filed | |
| COMSTOCK RES INC COM | 205768302 | Stock | 403 | $6,013 | dollars as filed | |
| OMEGA HEALTHCARE INVS INC COM | 681936100 | REIT | 126 | $6,008 | dollars as filed | |
| REINSURANCE GROUP AMER INC COM NEW | 759351604 | Stock | 28 | $5,954 | dollars as filed | |
| AVNET INC COM | 053807103 | Stock | 67 | $5,951 | dollars as filed | |
| ATI INC COM | 01741R102 | Stock | 30 | $5,913 | dollars as filed | |
| GLOBE LIFE INC | 37959E102 | COM | 33 | $5,896 | dollars as filed | |
| RPM INTL INC COM | 749685103 | Stock | 53 | $5,891 | dollars as filed | |
| COOPER COS INC | 216648501 | COM | 82 | $5,880 | dollars as filed | |
| RESTAURANT BRANDS INTL INC COM | 76131D103 | Stock | 81 | $5,873 | dollars as filed | |
| ROYAL GOLD INC | 780287108 | COM | 29 | $5,789 | dollars as filed | |
| UNUM GROUP COM | 91529Y106 | Stock | 64 | $5,722 | dollars as filed | |
| VOYA FINANCIAL INC COM | 929089100 | Stock | 63 | $5,703 | dollars as filed | |
| ENSIGN GROUP INC | 29358P101 | COM | 35 | $5,611 | dollars as filed | |
| LYONDELLBASELL INDUSTRIES NV SHS - A - | N53745100 | Stock | 104 | $5,476 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001193125-26-350683 | this filing | 2026-08-14 | acceptance time not in the bulk data set |