# EDGAR Filing Document

**Accession Number:** 0001757282
**File Stem:** 0001757282-25-000005
**Filing Date:** 2025-8
**Character Count:** 11941
**Document Hash:** 5b030719b9fef09c2e846caac947cb83
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001757282-25-000005.hdr.sgml**: 20250813

**ACCESSION NUMBER**: 0001757282-25-000005

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250813

**DATE AS OF CHANGE**: 20250813

**EFFECTIVENESS DATE**: 20250813

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** NKCFO LLC
- **CENTRAL INDEX KEY:** 0001757282

**ORGANIZATION NAME:**
- **EIN:** 464983790
- **STATE OF INCORPORATION:** IL
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-18988
- **FILM NUMBER:** 251211904

**BUSINESS ADDRESS:**
- **STREET 1:** 501 W STATE ST
- **STREET 2:** STE 206
- **CITY:** GENEVA
- **STATE:** IL
- **ZIP:** 60134
- **BUSINESS PHONE:** 3179858193

**MAIL ADDRESS:**
- **STREET 1:** 501 W STATE ST
- **STREET 2:** STE 206
- **CITY:** GENEVA
- **STATE:** IL
- **ZIP:** 60134

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 06-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** NKCFO LLC<br>**Address:** 501 W STATE ST<br>STE 206<br>GENEVA, IL 60134

**Form 13F File Number:** 028-18988

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Nick P. Calamos<br>**Title:** President<br>**Phone:** 6303357357

**Signature, Place, and Date of Signing:**

Nick P. Calamos  Geneva, IL  08-13-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 90

**Form 13F Information Table Value Total:** $239520

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| 3M CO | COM | 88579Y101 |  | 146 | 960 | SH |  | SOLE |  | 960 | 0 | 0 |
| ADMA BIOLOGICS INC | COM | 000899104 |  | 44 | 2413 | SH |  | SOLE |  | 2413 | 0 | 0 |
| ADTALEM GLOBAL ED INC | COM | 00737L103 |  | 91 | 718 | SH |  | SOLE |  | 718 | 0 | 0 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 |  | 1249 | 8800 | SH |  | SOLE |  | 8800 | 0 | 0 |
| AGNICO EAGLE MINES LTD | COM | 008474108 |  | 37122 | 312133 | SH |  | SOLE |  | 312133 | 0 | 0 |
| ALAMOS GOLD INC NEW | COM CL A | 011532108 |  | 9145 | 344300 | SH |  | SOLE |  | 344300 | 0 | 0 |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 |  | 1111 | 9800 | SH |  | SOLE |  | 9800 | 0 | 0 |
| ALLEGRO MICROSYSTEMS INC | COM | 01749D105 |  | 957 | 28000 | SH |  | SOLE |  | 28000 | 0 | 0 |
| ALLIED MOTION TECHNOLOGIES I | COM | 019330109 |  | 1162 | 32000 | SH |  | SOLE |  | 32000 | 0 | 0 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 5128 | 29100 | SH |  | SOLE |  | 29100 | 0 | 0 |
| AMAZON COM INC | COM | 023135106 |  | 19952 | 90945 | SH |  | SOLE |  | 90945 | 0 | 0 |
| AMERICAN SUPERCONDUCTOR CORP | SHS NEW | 030111207 |  | 770 | 21000 | SH |  | SOLE |  | 21000 | 0 | 0 |
| APPLE INC | COM | 037833100 |  | 9705 | 47300 | SH |  | SOLE |  | 47300 | 0 | 0 |
| ARTERIS INC | COM | 04302A104 |  | 324 | 34000 | SH |  | SOLE |  | 34000 | 0 | 0 |
| AXON ENTERPRISE INC | COM | 05464C101 |  | 116 | 140 | SH |  | SOLE |  | 140 | 0 | 0 |
| BJS WHSL CLUB HLDGS INC | COM | 05550J101 |  | 9086 | 84265 | SH |  | SOLE |  | 84265 | 0 | 0 |
| BWX TECHNOLOGIES INC | COM | 05605H100 |  | 78 | 540 | SH |  | SOLE |  | 540 | 0 | 0 |
| CELESTICA INC | COM | 15101Q207 |  | 781 | 5000 | SH |  | SOLE |  | 5000 | 0 | 0 |
| CHECK POINT SOFTWARE TECH LT | ORD | M22465104 |  | 8640 | 39050 | SH |  | SOLE |  | 39050 | 0 | 0 |
| CISCO SYS INC | COM | 17275R102 |  | 11451 | 165050 | SH |  | SOLE |  | 165050 | 0 | 0 |
| COHERENT CORP | COM | 19247G107 |  | 473 | 5300 | SH |  | SOLE |  | 5300 | 0 | 0 |
| COINBASE GLOBAL INC | COM CL A | 19260Q107 |  | 123 | 350 | SH |  | SOLE |  | 350 | 0 | 0 |
| COMMSCOPE HLDG CO INC | COM | 20337X109 |  | 331 | 40000 | SH |  | SOLE |  | 40000 | 0 | 0 |
| COMPANHIA DE SANEAMENTO BASI | SPONSORED ADR | 20441A102 |  | 417 | 19000 | SH |  | SOLE |  | 19000 | 0 | 0 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 123 | 124 | SH |  | SOLE |  | 124 | 0 | 0 |
| COUPANG INC | CL A | 22266T109 |  | 240 | 8000 | SH |  | SOLE |  | 8000 | 0 | 0 |
| COUSINS PPTYS INC | COM NEW | 222795502 |  | 4550 | 151500 | SH |  | SOLE |  | 151500 | 0 | 0 |
| CREDO TECHNOLOGY GROUP HOLDI | ORDINARY SHARES | G25457105 |  | 139 | 1500 | SH |  | SOLE |  | 1500 | 0 | 0 |
| CURTISS WRIGHT CORP | COM | 231561101 |  | 879 | 1800 | SH |  | SOLE |  | 1800 | 0 | 0 |
| DEXCOM INC | COM | 252131107 |  | 69 | 790 | SH |  | SOLE |  | 790 | 0 | 0 |
| EOG RES INC | COM | 26875P101 |  | 2649 | 22150 | SH |  | SOLE |  | 22150 | 0 | 0 |
| EQT CORP | COM | 26884L109 |  | 933 | 16000 | SH |  | SOLE |  | 16000 | 0 | 0 |
| EXELIXIS INC | COM | 30161Q104 |  | 67 | 1528 | SH |  | SOLE |  | 1528 | 0 | 0 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 2706 | 25100 | SH |  | SOLE |  | 25100 | 0 | 0 |
| FIDELITY WISE ORIGIN BITCOIN | SHS | 315948109 |  | 1880 | 20000 | SH |  | SOLE |  | 20000 | 0 | 0 |
| FLEX LTD | ORD | Y2573F102 |  | 674 | 13500 | SH |  | SOLE |  | 13500 | 0 | 0 |
| FLUOR CORP NEW | COM | 343412102 |  | 80 | 1565 | SH |  | SOLE |  | 1565 | 0 | 0 |
| FREEPORT-MCMORAN INC | CL B | 35671D857 |  | 217 | 5000 | SH |  | SOLE |  | 5000 | 0 | 0 |
| GILEAD SCIENCES INC | COM | 375558103 |  | 4894 | 44145 | SH |  | SOLE |  | 44145 | 0 | 0 |
| GRAYSCALE ETHEREUM MINI TR E | SHS NEW | 38964R203 |  | 17 | 700 | SH |  | SOLE |  | 700 | 0 | 0 |
| GRAYSCALE ETHEREUM TR ETH | SHS | 389638107 |  | 146 | 7000 | SH |  | SOLE |  | 7000 | 0 | 0 |
| GUIDEWIRE SOFTWARE INC | COM | 40171V100 |  | 471 | 2000 | SH |  | SOLE |  | 2000 | 0 | 0 |
| HUNTINGTON INGALLS INDS INC | COM | 446413106 |  | 1883 | 7800 | SH |  | SOLE |  | 7800 | 0 | 0 |
| INFOSYS LTD | SPONSORED ADR | 456788108 |  | 83 | 4500 | SH |  | SOLE |  | 4500 | 0 | 0 |
| ISHARES BITCOIN TR | SHS | 46438F101 |  | 2326 | 38000 | SH |  | SOLE |  | 38000 | 0 | 0 |
| ISHARES GOLD TR | ISHARES NEW | 464285204 |  | 14293 | 229200 | SH |  | SOLE |  | 229200 | 0 | 0 |
| ISHARES SILVER TR | ISHARES | 46428Q109 |  | 4114 | 125400 | SH |  | SOLE |  | 125400 | 0 | 0 |
| ISHARES TR | 20 YR TR BD ETF | 464287432 |  | 530 | 6000 | SH |  | SOLE |  | 6000 | 0 | 0 |
| JABIL INC | COM | 466313103 |  | 785 | 3600 | SH |  | SOLE |  | 3600 | 0 | 0 |
| KINDER MORGAN INC DEL | COM | 49456B101 |  | 4069 | 138400 | SH |  | SOLE |  | 138400 | 0 | 0 |
| KRATOS DEFENSE  SEC SOLUTIO | COM NEW | 50077B207 |  | 163 | 3500 | SH |  | SOLE |  | 3500 | 0 | 0 |
| MERCADOLIBRE INC | COM | 58733R102 |  | 3249 | 1243 | SH |  | SOLE |  | 1243 | 0 | 0 |
| FACEBOOK INC | CL A | 30303M102 |  | 5897 | 7990 | SH |  | SOLE |  | 7990 | 0 | 0 |
| MICRON TECHNOLOGY INC | COM | 595112103 |  | 1233 | 10000 | SH |  | SOLE |  | 10000 | 0 | 0 |
| MOSAIC CO NEW | COM | 61945C103 |  | 1791 | 49100 | SH |  | SOLE |  | 49100 | 0 | 0 |
| NATERA INC | COM | 632307104 |  | 1352 | 8000 | SH |  | SOLE |  | 8000 | 0 | 0 |
| NATIONAL FUEL GAS CO | COM | 636180101 |  | 4668 | 55100 | SH |  | SOLE |  | 55100 | 0 | 0 |
| NATURAL GROCERS BY VITAMIN C | COM | 63888U108 |  | 196 | 5000 | SH |  | SOLE |  | 5000 | 0 | 0 |
| NETEASE INC | SPONSORED ADS | 64110W102 |  | 269 | 2000 | SH |  | SOLE |  | 2000 | 0 | 0 |
| NETGEAR INC | COM | 64111Q104 |  | 291 | 10000 | SH |  | SOLE |  | 10000 | 0 | 0 |
| NEURONETICS INC | COM | 64131A105 |  | 262 | 75000 | SH |  | SOLE |  | 75000 | 0 | 0 |
| NIKE INC | CL B | 654106103 |  | 302 | 4257 | SH |  | SOLE |  | 4257 | 0 | 0 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 11897 | 75300 | SH |  | SOLE |  | 75300 | 0 | 0 |
| ON SEMICONDUCTOR CORP | COM | 682189105 |  | 236 | 4500 | SH |  | SOLE |  | 4500 | 0 | 0 |
| OREILLY AUTOMOTIVE INC | COM | 67103H107 |  | 105 | 1170 | SH |  | SOLE |  | 1170 | 0 | 0 |
| OUSTER INC | COM NEW | 68989M202 |  | 376 | 15500 | SH |  | SOLE |  | 15500 | 0 | 0 |
| PERPETUA RESOURCES CORP | COM | 714266103 |  | 243 | 20000 | SH |  | SOLE |  | 20000 | 0 | 0 |
| PRIMORIS SVCS CORP | COM | 74164F103 |  | 2219 | 28465 | SH |  | SOLE |  | 28465 | 0 | 0 |
| QUEST DIAGNOSTICS INC | COM | 74834L100 |  | 3003 | 16720 | SH |  | SOLE |  | 16720 | 0 | 0 |
| RANGE RES CORP | COM | 75281A109 |  | 4514 | 111000 | SH |  | SOLE |  | 111000 | 0 | 0 |
| RBC BEARINGS INC | COM | 75524B104 |  | 385 | 1000 | SH |  | SOLE |  | 1000 | 0 | 0 |
| REDDIT INC | CL A | 75734B100 |  | 1280 | 8500 | SH |  | SOLE |  | 8500 | 0 | 0 |
| REDWIRE CORPORATION | COM | 75776W103 |  | 440 | 27000 | SH |  | SOLE |  | 27000 | 0 | 0 |
| REGAL BELOIT CORP | COM | 758750103 |  | 797 | 5500 | SH |  | SOLE |  | 5500 | 0 | 0 |
| REMITLY GLOBAL INC | COM | 75960P104 |  | 225 | 12000 | SH |  | SOLE |  | 12000 | 0 | 0 |
| ROBINHOOD MKTS INC | COM CL A | 770700102 |  | 1404 | 15000 | SH |  | SOLE |  | 15000 | 0 | 0 |
| ROBLOX CORP | CL A | 771049103 |  | 421 | 4000 | SH |  | SOLE |  | 4000 | 0 | 0 |
| SHAKE SHACK INC | CL A | 819047101 |  | 115 | 820 | SH |  | SOLE |  | 820 | 0 | 0 |
| SHIFT4 PMTS INC | CL A | 82452J109 |  | 476 | 4800 | SH |  | SOLE |  | 4800 | 0 | 0 |
| STMICROELECTRONICS N V | NY REGISTRY | 861012102 |  | 304 | 10000 | SH |  | SOLE |  | 10000 | 0 | 0 |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 |  | 159 | 700 | SH |  | SOLE |  | 700 | 0 | 0 |
| TAPESTRY INC | COM | 876030107 |  | 161 | 1830 | SH |  | SOLE |  | 1830 | 0 | 0 |
| TEMPUS AI INC | CL A | 88023B103 |  | 1271 | 20000 | SH |  | SOLE |  | 20000 | 0 | 0 |
| TRIP COM GROUP LTD | ADS | 89677Q107 |  | 235 | 4000 | SH |  | SOLE |  | 4000 | 0 | 0 |
| TWILIO INC | CL A | 90138F102 |  | 1368 | 11000 | SH |  | SOLE |  | 11000 | 0 | 0 |
| UGI CORP NEW | COM | 902681105 |  | 1830 | 50250 | SH |  | SOLE |  | 50250 | 0 | 0 |
| VANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 |  | 18183 | 361700 | SH |  | SOLE |  | 361700 | 0 | 0 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 122 | 400 | SH |  | SOLE |  | 400 | 0 | 0 |
| VERTIV HOLDINGS CO | COM CL A | 92537N108 |  | 642 | 5000 | SH |  | SOLE |  | 5000 | 0 | 0 |
| DISNEY WALT CO | COM | 254687106 |  | 217 | 1749 | SH |  | SOLE |  | 1749 | 0 | 0 |

---