Kaizen Financial Strategies

Q1 2026 13F Holdings

Location
Campbell, CA
Holdings as of
3/31/2026
Value
$236M
Value excl. options
$236M
Num holdings
174
Date filed
5/1/2026
Form type
13F-HR
Prev filing
1/20/2026
Next filing
7/30/2026
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Excl. Options Shares Principal Option Type