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CIK: 0001818557
Total reported value
$273.7M
$273.7M
77 檔
12.9%
As reported in its official Q4 2024 Form 13F filing, Kinloch Capital, LLC's tracked investment portfolio stood at $273.7M with 77 total positions.
During Q4 2024, Kinloch Capital, LLC performed routine portfolio adjustments (0 new buys, 40 additions, 23 trims, and 6 full exits), keeping overall allocation balanced.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VGT | Vanguard Info Tech ETF | ETF-Tech | 5.79% | +10.33% | NEW | |
| 2 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 3.76% | -3.28% | +24.28% | |
| 3 | IBM | Intl Business Machines CORP | Stock-Tech | 2.79% | +0.08% | -0.12% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.72% | +0.67% | -3.42% | |
| 5 | VFH | Vanguard Financials ETF | ETF-Other | 2.68% | — | -14.54% | |
| 6 | WMT | Walmart Inc | Stock-Consumer Staples | 2.63% | -0.32% | +1.22% | |
| 7 | AFL | Aflac Inc | Stock-Financials | 2.55% | -0.07% | +1.63% | |
| 8 | CAH | Cardinal Health Inc | Stock-Healthcare | 2.46% | +0.02% | +1.17% | |
| 9 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 2.42% | -1.05% | +8.21% | |
| 10 | EMR | Emerson Electric Co | Stock-Industrials | 2.34% | -0.03% | +2.31% | |
| 11 | NEE | Nextera Energy Inc | Stock-Utilities | 2.29% | -0.29% | +1.23% | |
| 12 | ESS | Essex Property Trust Inc | Stock-Real Estate | 2.21% | +0.16% | +2.32% | |
| 13 | VCR | Vanguard Consumer Discre ETF | ETF-Other | 2.15% | — | -14.58% | |
| 14 | ATO | Atmos Energy CORP | Stock-Utilities | 2.07% | -0.29% | +2.49% | |
| 15 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.00% | -0.08% | +2.13% | |
| 16 | XOM | Exxon Mobil CORP | Stock-Energy | 1.95% | -0.62% | +2.14% | |
| 17 | FRT | Federal Realty Invs Trust | Stock-Real Estate | 1.94% | +0.14% | +4.75% | |
| 18 | CAT | Caterpillar Inc | Stock-Industrials | 1.93% | +0.38% | +2.54% | |
| 19 | TROW | T Rowe Price Group Inc | Stock-Financials | 1.89% | +0.55% | +3.39% | |
| 20 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.89% | -0.06% | +2.76% | |
| 21 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 1.88% | +0.28% | +3.12% | |
| 22 | VOX | Vanguard Communication Servi | ETF-Other | 1.87% | — | -15.88% | |
| 23 | MMM | 3m Co | Stock-Industrials | 1.87% | — | -9.27% | |
| 24 | CLX | Clorox Company | Stock-Consumer Staples | 1.86% | +0.25% | +2.94% | |
| 25 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.85% | -0.31% | +2.22% | |
| 26 | ED | Consolidated Edison Inc | Stock-Utilities | 1.82% | -0.19% | +3.74% | |
| 27 | CHRW | C.h. Robinson Worldwide Inc | Stock-Industrials | 1.79% | +0.03% | +3.03% | |
| 28 | CINF | Cincinnati Financial CORP | Stock-Financials | 1.78% | +0.08% | +2.24% | |
| 29 | CVX | Chevron CORP | Stock-Energy | 1.78% | -0.65% | +3.90% | |
| 30 | RTX | Rtx CORP | Stock-Industrials | 1.78% | -0.19% | +2.30% | |
| 31 | ABBV | Abbvie Inc | Stock-Healthcare | 1.72% | +0.15% | +4.19% | |
| 32 | SYY | Sysco CORP | Stock-Consumer Staples | 1.67% | +0.13% | +1.95% | |
| 33 | MDT | Medtronic plc | Stock-Healthcare | 1.67% | -0.25% | +3.03% | |
| 34 | GD | General Dynamics CORP | Stock-Industrials | 1.59% | -0.09% | +3.19% | |
| 35 | SWK | Stanley Black & Decker Inc | Stock-Industrials | 1.58% | +0.67% | -0.70% | |
| 36 | AMCR | Amcor plc | Stock-Consumer Disc | 1.56% | — | +0.97% | |
| 37 | PM | Philip Morris International | Stock-Consumer Staples | 1.54% | — | +2.39% | |
| 38 | O | Realty Income CORP | Stock-Real Estate | 1.54% | -0.03% | -0.12% | |
| 39 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.53% | -0.33% | +3.06% | |
| 40 | ABT | Abbott Laboratories | Stock-Healthcare | 1.32% | -0.28% | +3.61% | |
| 41 | MO | Altria Group Inc | Stock-Consumer Staples | 1.30% | +0.02% | +3.30% | |
| 42 | GPC | Genuine Parts Co | Stock-Consumer Disc | 1.26% | +0.09% | +3.22% | |
| 43 | BEN | Franklin Resources Inc | Stock-Financials | 1.17% | +0.56% | -8.29% | |
| 44 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.15% | -0.13% | +1.23% | |
| 45 | TGT | Target CORP | Stock-Consumer Disc | 1.13% | +0.35% | -6.54% | |
| 46 | ADM | Archer-daniels-midland Co | Stock-Consumer Staples | 1.12% | -0.10% | +1.58% | |
| 47 | HRL | Hormel Foods CORP | Stock-Consumer Staples | 1.01% | +0.49% | -5.10% | |
| 48 | NUE | Nucor CORP | Stock-Materials | 0.96% | +0.25% | +3.17% | |
| 49 | KVUE | Kenvue Inc | Stock-Consumer Staples | 0.91% | +0.17% | +5.53% | |
| 50 | SJM | Jm Smucker Co/the | Stock-Consumer Staples | 0.52% | +0.60% | -15.75% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VGT | Vanguard Info Tech ETF | +5.6% | +2810.33% | Add |
| 2 | FPE | Ft-preferred Secur & Inc ETF | +0.8% | +24.28% | Add |
| 3 | EMR | Emerson Electric Co | +0.4% | +2.31% | Add |
| 4 | WMT | Walmart Inc | +0.4% | +1.22% | Add |
| 5 | CAH | Cardinal Health Inc | +0.3% | +1.17% | Add |
| 6 | FTSM | First Trust Enh Short Mat Fd | +0.3% | +8.21% | Add |
| 7 | CINF | Cincinnati Financial CORP | +0.2% | +2.24% | Add |
| 8 | TROW | T Rowe Price Group Inc | +0.2% | +3.39% | Add |
| 9 | ATO | Atmos Energy CORP | +0.1% | +2.49% | Add |
| 10 | TSLA | Tesla Inc | +0.1% | -7.18% | Trim |
| 11 | MO | Altria Group Inc | +0.1% | +3.30% | Add |
| 12 | CLX | Clorox Company | +0.1% | +2.94% | Add |
| 13 | CVX | Chevron CORP | +0.1% | +3.90% | Add |
| 14 | FRT | Federal Realty Invs Trust | +0.1% | +4.75% | Add |
| 15 | ABT | Abbott Laboratories | +0.1% | +3.61% | Add |
| 16 | IBM | Intl Business Machines CORP | +0.1% | -0.12% | Trim |
| 17 | PM | Philip Morris International | +0.1% | +2.39% | Add |
| 18 | VOO | Vanguard S&p 500 ETF | +0.1% | -3.42% | Trim |
| 19 | SYY | Sysco CORP | +0.1% | +1.95% | Add |
| 20 | ESS | Essex Property Trust Inc | 0% | +2.32% | Add |
| 21 | PG | Procter & Gamble Co/the | 0% | +2.13% | Add |
| 22 | GOOGL | Alphabet Inc-cl A | 0% | — | Unchanged |
| 23 | AAPL | Apple Inc | 0% | -1.53% | Trim |
| 24 | RTX | Rtx CORP | 0% | +2.30% | Add |
| 25 | IEF | Ishares 7-10 Year Treasury B | 0% | +13.87% | Add |
| 26 | MCD | Mcdonald's CORP | 0% | +2.22% | Add |
| 27 | KMX | Carmax Inc | 0% | -0.14% | Trim |
| 28 | GSEP | Ft Vest US Equity Moderate B | 0% | — | Unchanged |
| 29 | IVV | Ishares Core S&p 500 ETF | 0% | — | Unchanged |
| 30 | PTLC | Pacer Trendpilot US Large Ca | 0% | -0.55% | Trim |
| 31 | CHRW | C.h. Robinson Worldwide Inc | — | +3.03% | Add |
| 32 | KVUE | Kenvue Inc | — | +5.53% | Add |
| 33 | CSX | Csx CORP | — | — | Unchanged |
| 34 | MRSH | Marsh & Mclennan Cos | — | — | Unchanged |
| 35 | MSFT | Microsoft CORP | — | — | Unchanged |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | — | -0.92% | Trim |
| 37 | ORCL | Oracle CORP | — | — | Unchanged |
| 38 | IPG | Interpublic Group Of Cos Inc | 0% | — | Unchanged |
| 39 | PFG | Principal Financial Group | 0% | — | Unchanged |
| 40 | JPM | Jpmorgan Chase & Co | 0% | -15.20% | Trim |
| 41 | GRWG | Growgeneration CORP | 0% | — | Unchanged |
| 42 | SBUX | Starbucks CORP | 0% | — | Unchanged |
| 43 | HD | Home Depot Inc | 0% | — | Unchanged |
| 44 | UNH | Unitedhealth Group Inc | 0% | — | Unchanged |
| 45 | MRK | Merck & Co. Inc. | 0% | +0.37% | Add |
| 46 | MDLZ | Mondelez International Inc-a | 0% | — | Unchanged |
| 47 | SOLV | Solventum CORP | 0% | -3.90% | Trim |
| 48 | D | Dominion Energy Inc | 0% | -7.99% | Trim |
| 49 | KMB | Kimberly-clark CORP | 0% | +3.12% | Add |
| 50 | CAT | Caterpillar Inc | 0% | +2.54% | Add |
According to official SEC Form 13F filings, Kinloch Capital, LLC reported a total U.S. public equity portfolio value of $273.7M across 77 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VGT, FPE, IBM) accounted for 12.9% of total reported equity market value during Q4 2024.
Top Position Liquidated / Trimmed
VDC
前期市值: $3.7M
During Q4 2024, Kinloch Capital, LLC's top holdings by market value included VGT (5.8%)、FPE (3.8%)、IBM (2.8%). The largest single position, VGT, represented 5.8% of total portfolio value.
In Q4 2024, Kinloch Capital, LLC made 69 total portfolio adjustments, initiating 0 new buys, adding to 40 positions, trimming 23 holdings, and fully liquidating 6 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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