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DOSSIER · 13F-HR · Q3 2025

Kathleen S. Wright Associates Inc.

$270M in tracked AUM across 256 positions as of Q3 2025.

KS
CIK 0001908433 · last filed Sep 30, 2025
Total AUM
$270M
as of Q3 2025
Holdings
256
positions
Whale Score
44
44
tracked
Activity
no data
changes this Q

Top 10 holdings

By portfolio weight as of Q3 2025.

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