Senior Managing Partner

0001388736-20-000004.txt : 20200813 0001388736-20-000004.hdr.sgml : 20200813 20200813105957 ACCESSION NUMBER: 0001388736-20-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200630 FILED AS OF DATE: 20200813 DATE AS OF CHANGE: 20200813 EFFECTIVENESS DATE: 20200813 FILER: COMPANY DATA: COMPANY CONFORMED NAME: KINGS POINT CAPITAL MANAGEMENT CENTRAL INDEX KEY: 0001388736 IRS NUMBER: 113420298 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-12325 FILM NUMBER: 201097888 BUSINESS ADDRESS: STREET 1: 60 CUTTERMILL ROAD STREET 2: SUITE 516 CITY: GREAT NECK STATE: NY ZIP: 11021 BUSINESS PHONE: 516-439-5105 MAIL ADDRESS: STREET 1: 60 CUTTERMILL ROAD STREET 2: SUITE 516 CITY: GREAT NECK STATE: NY ZIP: 11021 FORMER COMPANY: FORMER CONFORMED NAME: SALZMAN CAPITAL MANAGEMENT L.L.C. DATE OF NAME CHANGE: 20070202 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001388736 XXXXXXXX 06-30-2020 06-30-2020 KINGS POINT CAPITAL MANAGEMENT

60 CUTTERMILL ROAD SUITE 516 GREAT NECK NY 11021

13F HOLDINGS REPORT 028-12325 N Jack Salzman Senior Managing Partner 615-439-5100 Jack Salzman Great Neck NY 08-13-2020 0 439 690037 false INFORMATION TABLE 2 KPCM2Q2020.xml FORM 13F ABERDEEN EMRG MRKTS EQT INM COM 00301w105 12 1957 SH SOLE 1957 0 0 APPLE INC COM 037833100 36132 99045 SH SOLE 98772 0 273 ABB LTD SPONSORED 000375204 19 850 SH SOLE 850 0 0 ABBVIE INC COM 00287y109 547 5569 SH SOLE 5569 0 0 ABBOTT LABS COM 002824100 1203 13157 SH SOLE 13157 0 0 ACCENTURE PLC IRELAND CLA SHS CLASS A g1151c101 15518 72272 SH SOLE 71956 0 316 ADOBE SYS INC COM 00724f101 32 74 SH SOLE 74 0 0 AUTOMATIC DATA PROCESSING IN COM COM 053015103 5247 35242 SH SOLE 35242 0 0 AEGION CORP COM COM 00770f104 253 15950 SH SOLE 15950 0 0 AMERICAN ELEC PWR CO INC COM 025537101 71 885 SH SOLE 885 0 0 GALLAGHER ARTHUR J & CO COM 363576109 5361 54991 SH SOLE 54991 0 0 AKAMAI TECHNOLOGIES INC COM 00971t101 35 325 SH SOLE 325 0 0 ALCON INC ORD SHS h01301128 13 228 SH SOLE 228 0 0 ALIGN TECHNOLOGY INC COM 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TR INC COM COM 85571b105 3597 240445 SH SOLE 239945 0 500 CONSTELLATION BRANDS INC CL A 21036p108 3274 18714 SH SOLE 18714 0 0 STANLEY BLACK & DECKER INC COM 854502101 55 398 SH SOLE 398 0 0 SKYWORKS SOLUTIONS INC COM 83088m102 135 1055 SH SOLE 1055 0 0 STRYKER CORP COM 863667101 22 120 SH SOLE 120 0 0 SYSCO CORP COM 871829107 14 260 SH SOLE 260 0 0 AT&T INC COM COM 00206r102 8391 277575 SH SOLE 277100 0 475 TRIP COM GROUP LTD ADS 89677q107 11 434 SH SOLE 434 0 0 TELADOC HEALTH INC COM 87918a105 15 80 SH SOLE 80 0 0 TRUIST FINL CORP COM 89832q109 35 926 SH SOLE 926 0 0 TARGET CORP COM COM 87612e106 120 1000 SH SOLE 0 0 1000 ISHARES TR TIPS BD ETF 464287176 54 438 SH SOLE 438 0 0 TJX COS INC NEW COM 872540109 32 627 SH SOLE 627 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 17819 49178 SH SOLE 49178 0 0 TOTAL S A ADR 89151e109 11 280 SH SOLE 280 0 0 PRICE T ROWE GROUP INC COM 74144t108 25 200 SH SOLE 200 0 0 TRAVELERS COMPANIES INC COM 89417e109 17 150 SH SOLE 150 0 0 TESLA INC COM 88160r101 181 168 SH SOLE 168 0 0 TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 919 6583 SH SOLE 6583 0 0 TWILIO INC CL A 90138f102 730 3329 SH SOLE 3329 0 0 TWITTER INC COM 90184l102 41 1391 SH SOLE 1391 0 0 TEXAS INSTRS INC COM 882508104 51 400 SH SOLE 400 0 0 UGI CORP NEW COM 902681105 14 433 SH SOLE 433 0 0 UNILEVER PLC SPON ADR NEW ADR 904767704 31 556 SH SOLE 556 0 0 UNILEVER N V N Y SHS 904784709 7382 138575 SH SOLE 138575 0 0 UNITEDHEALTH GROUP INC COM 91324p102 156 529 SH SOLE 529 0 0 UNION PAC CORP COM 907818108 1027 6074 SH SOLE 6074 0 0 UNITED PARCEL SERVICE INC CL B 911312106 150 1350 SH SOLE 1350 0 0 US BANCORP DEL COM 902973304 145 3941 SH SOLE 3941 0 0 PROSHARES TR ULTRA FNCLS NEW ETF 74347x633 50 1731 SH SOLE 1731 0 0 VISA INC COM CL A 92826c839 1782 9224 SH SOLE 9224 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 83 567 SH SOLE 567 0 0 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 240 6189 SH SOLE 6189 0 0 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 121 2540 SH SOLE 2540 0 0 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 113 2240 SH SOLE 2240 0 0 INVESCO TR INVT GRADE MUNS COM 46131m106 14 1170 SH SOLE 1170 0 0 VANGUARD WORLD FDS INF TECH ETF 92204a702 40 143 SH SOLE 143 0 0 VIACOMCBS INC CL B 92556h206 17 737 SH SOLE 737 0 0 VIACOMCBS INC CL A 92556h107 28 1096 SH SOLE 1096 0 0 VANGUARD GROUP DIV APP ETF 921908844 1288 10990 SH SOLE 10990 0 0 VALLEY NATL BANCORP COM 919794107 43 5501 SH SOLE 5501 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 96 1220 SH SOLE 1220 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 153 936 SH SOLE 936 0 0 VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206c680 908 4600 SH SOLE 4600 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 7046 24859 SH SOLE 24859 0 0 VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 921932505 187 1000 SH SOLE 1000 0 0 VANGUARD INDEX FDS TOTAL ETF 922908769 11247 71852 SH SOLE 71852 0 0 VANGUARD SCOTTSDALE FDS RUS2000GRW 92206c623 150 1000 SH SOLE 1000 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 192 949 SH SOLE 949 0 0 VIAD CORP COM 92552r406 16 857 SH SOLE 857 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 1674 42273 SH SOLE 42273 0 0 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 24 200 SH SOLE 200 0 0 VAXART INC COM 92243a200 70 7945 SH SOLE 7945 0 0 VANGUARD STAR FD VG TL INTL STK F ETF 921909768 37 750 SH SOLE 750 0 0 VANGUARD WHITEHALL FDS INC HIGH DIV YLD 921946406 3573 45358 SH SOLE 45358 0 0 VERIZON COMMUNICATIONS CO COM 92343v104 930 16863 SH SOLE 16863 0 0 WASTE CONNECTIONS INC COM 94106b101 98 1050 SH SOLE 1050 0 0 WELLS FARGO & CO NEW COM COM 949746101 13 521 SH SOLE 521 0 0 WASTE MGMT INC COM 94106l109 8704 82179 SH SOLE 82179 0 0 WILLIAMS COS INC COM COM 969457100 297 15621 SH SOLE 15621 0 0 WALMART INC COM 931142103 256 2139 SH SOLE 2139 0 0 W P CAREY INC COM 92936u109 82 1218 SH SOLE 1218 0 0 WEST PHARMACEUTICAL SVSC INC COM 955306105 635 2795 SH SOLE 2795 0 0 ESSENTIAL UTILS INC COM 29670g102 151 3586 SH SOLE 3586 0 0 WW INTL INC COM 98262p101 22 857 SH SOLE 857 0 0 WORLD WRESTLING ENTMT INC CL A 98156q108 15 340 SH SOLE 340 0 0 SPDR SERIES TRUST AEROSPACE DEF ETF 78464a631 18 200 SH SOLE 200 0 0 SPDR SER TR S&P BIOTECH 78464a870 112 1000 SH SOLE 1000 0 0 SELECT SECTOR SPDR TR SBI MATERIALS ETF 81369y100 69 1230 SH SOLE 1230 0 0 SELECT SECTOR SPDR TR COMMUNICATION 81369y852 56 1031 SH SOLE 1031 0 0 SELECT SECTOR SPDR TR ENE SBI INT-ENERGY 81369y506 11 288 SH SOLE 288 0 0 SELECT SECTOR SPDR TR SBI INT-FINL ETF 81369y605 143 6172 SH SOLE 6172 0 0 SELECT SECTOR SPDR TR IND SBI INT-INDS 81369y704 55 797 SH SOLE 797 0 0 SELECT SECTOR SPDR TR TEC SBI INT-TECH 81369y803 783 7498 SH SOLE 7498 0 0 SELECT SECTOR SPDR TR CON SBI CONS STPLS 81369y308 443 7559 SH SOLE 7559 0 0 SELECT SECTOR SPDR TR SBI INT-UTILS ETF 81369y886 12 213 SH SOLE 213 0 0 SELECT SECTOR SPDR TR HEA SBI HEALTHCARE 81369y209 98 976 SH SOLE 976 0 0 SELECT SECTOR SPDR TR CON SBI CONS DISCR 81369y407 334 2618 SH SOLE 2618 0 0 EXXON MOBIL CORP COM COM 30231g102 311 6957 SH SOLE 6957 0 0 XYLEM INC COM 98419m100 75 1159 SH SOLE 1159 0 0 YUM BRANDS INC COM COM 988498101 66 765 SH SOLE 765 0 0 YUM CHINA HLDGS INC COM 98850p109 36 750 SH SOLE 750 0 0 ZIMMER BIOMET HLDGS INC COM 98956p102 12 100 SH SOLE 100 0 0 ZSCALER INC COM 98980g102 1150 10506 SH SOLE 10506 0 0 ZOETIS INC CL A CIIETIS INC S CZ 9007 98978v103 31 229 SH SOLE 229 0 0 ALPS ETF TR ALERIAN MLP ADDED 00162q452 431 17452 SH SOLE 17452 0 0 ANGI HOMESERVICES INC COM CL A 00183l102 12 1000 SH SOLE 1000 0 0 ABERDEEN STD GOLD ETF TR PHYSCL GOLD SHS 00326a104 13 750 SH SOLE 750 0 0 ANNALY CAPITAL MANAGEMENT IN COM 035710409 11 1750 SH SOLE 1750 0 0 BOSTON BEER INC CL A 100557107 11 21 SH SOLE 21 0 0 CINTAS CORP COM 172908105 14 52 SH SOLE 52 0 0 DIGITAL RLTY TR INC COM 253868103 2000 14073 SH SOLE 14073 0 0 DRIVE SHACK INC COM 262077100 194 105000 SH SOLE 105000 0 0 FS KKR CAPITAL CORP COM ADDED 302635206 67 4758 SH SOLE 4758 0 0 FIRST MAJESTIC SILVER CORP COM 32076v103 20 2000 SH SOLE 2000 0 0 GROUPON INC COM 399473206 13 700 SH SOLE 700 0 0 HEALTHEQUITY INC COM 42226a107 29 500 SH SOLE 500 0 0 ILLUMINA INC COM 452327109 11 30 SH SOLE 30 0 0 LULULEMON ATHLETICA INC COM 550021109 14 44 SH SOLE 44 0 0 NORTHERN DYNASTY MINERALS LT COM 66510m204 15 10570 SH SOLE 10570 0 0 111 INC ADS 68247q102 32 5000 SH SOLE 5000 0 0 ONEOK INC COM 682680103 10 307 SH SOLE 307 0 0 PHILLIPS 66 COM 718546104 10 140 SH SOLE 140 0 0 PLANET FITNESS INC CL A 72703h101 10 170 SH SOLE 170 0 0 RAYONIER INC COM 754907103 29 1178 SH SOLE 1178 0 0 RAYTHEON TECHNOLOGIES CORP COM ADDED 75513e101 7409 120236 SH SOLE 120003 0 233 ROCKWELL AUTOMATION INC COM 773903109 11 50 SH SOLE 50 0 0 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 11 145 SH SOLE 145 0 0 SLACK TECHNOLOGIES INC COM CL A 83088v102 31 1000 SH SOLE 1000 0 0 TRANSUNION COM 89400j107 13 151 SH SOLE 151 0 0 UNITI GROUP INC COM 91325v108 12 1300 SH SOLE 1300 0 0 VANECK VECTORS ETF TR GOLD MINERS ETF 92189f106 44 1190 SH SOLE 1190 0 0 VANGUARD WORLD FDS HEALTH CAR ETF 92204a504 18 93 SH SOLE 93 0 0 WHEATON PRECIOUS METALS CORP COM 962879102 31 708 SH SOLE 708 0 0 YAMANA GOLD INC COM 98462y100 27 5010 SH SOLE 5010 0 0 AON PLC SHS CL A ADDED g0403h108 11488 59647 SH SOLE 59557 0 90 ROYALTY PHARMA PLC SHS CL A ADDED g7709q104 49 1000 SH SOLE 1000 0 0 SPOTIFY TECHNOLOGY S A SHS l8681t102 13 52 SH SOLE 52 0 0