Kaizen Financial Strategies

Q4 2025 13F Holdings

Location
Campbell, CA
Holdings as of
12/31/2025
Value
$227M
Value excl. options
$227M
Num holdings
165
Date filed
1/20/2026
Form type
13F-HR
Prev filing
11/12/2025
Next filing
5/1/2026
Sym Issuer Name Cl CUSIP Value ($000) % Excl. Options Shares Principal Option Type