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CIK: 0001818557
Total reported value
$273.7M
$273.7M
78 檔
12.0%
According to the latest 13F quarterly dataset, Kinloch Capital, LLC managed an equity portfolio of $273.7M at the end of Q1 2025, spanning 78 distinct U.S. exchange-listed positions.
In Q1 2025, Kinloch Capital, LLC displayed an active expansion posture, initiating 78 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 4.75% | -3.28% | +33.16% | |
| 2 | VFH | Vanguard Financials ETF | ETF-Other | 3.35% | — | +29.21% | |
| 3 | VHT | Vanguard Health Care ETF | ETF-Other | 2.84% | — | — | |
| 4 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 2.41% | -1.05% | +4.26% | |
| 5 | ABBV | Abbvie Inc | Stock-Healthcare | 2.34% | +0.15% | +20.71% | |
| 6 | VOX | Vanguard Communication Servi | ETF-Other | 2.23% | — | +30.46% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.23% | +0.67% | -9.92% | |
| 8 | XOM | Exxon Mobil CORP | Stock-Energy | 2.10% | -0.62% | +1.70% | |
| 9 | CAH | Cardinal Health Inc | Stock-Healthcare | 2.08% | +0.02% | -23.73% | |
| 10 | IBM | Intl Business Machines CORP | Stock-Tech | 2.06% | +0.08% | -31.39% | |
| 11 | ED | Consolidated Edison Inc | Stock-Utilities | 2.06% | -0.19% | -4.04% | |
| 12 | AFL | Aflac Inc | Stock-Financials | 2.00% | -0.07% | -23.33% | |
| 13 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.99% | -0.06% | -4.19% | |
| 14 | CVX | Chevron CORP | Stock-Energy | 1.98% | -0.65% | +0.82% | |
| 15 | ESS | Essex Property Trust Inc | Stock-Real Estate | 1.97% | +0.16% | -13.16% | |
| 16 | PM | Philip Morris International | Stock-Consumer Staples | 1.97% | — | +1.42% | |
| 17 | NEE | Nextera Energy Inc | Stock-Utilities | 1.96% | -0.29% | -9.49% | |
| 18 | ATO | Atmos Energy CORP | Stock-Utilities | 1.93% | -0.29% | -11.91% | |
| 19 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 1.89% | +0.28% | -2.78% | |
| 20 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.80% | -0.08% | -7.52% | |
| 21 | MO | Altria Group Inc | Stock-Consumer Staples | 1.79% | +0.02% | +25.94% | |
| 22 | ABT | Abbott Laboratories | Stock-Healthcare | 1.79% | -0.28% | +21.01% | |
| 23 | MDT | Medtronic plc | Stock-Healthcare | 1.79% | -0.25% | -0.19% | |
| 24 | CINF | Cincinnati Financial CORP | Stock-Financials | 1.78% | +0.08% | +2.03% | |
| 25 | RTX | Rtx CORP | Stock-Industrials | 1.78% | -0.19% | -8.36% | |
| 26 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.76% | -0.31% | -7.48% | |
| 27 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.73% | -0.13% | +37.17% | |
| 28 | CHRW | C.h. Robinson Worldwide Inc | Stock-Industrials | 1.71% | +0.03% | +1.18% | |
| 29 | SYY | Sysco CORP | Stock-Consumer Staples | 1.70% | +0.13% | +8.53% | |
| 30 | KVUE | Kenvue Inc | Stock-Consumer Staples | 1.70% | +0.17% | +73.77% | |
| 31 | CLX | Clorox Company | Stock-Consumer Staples | 1.69% | +0.25% | +5.40% | |
| 32 | HRL | Hormel Foods CORP | Stock-Consumer Staples | 1.69% | +0.49% | +77.35% | |
| 33 | O | Realty Income CORP | Stock-Real Estate | 1.69% | -0.03% | +5.87% | |
| 34 | GD | General Dynamics CORP | Stock-Industrials | 1.68% | -0.09% | +7.18% | |
| 35 | WMT | Walmart Inc | Stock-Consumer Staples | 1.67% | -0.32% | -31.70% | |
| 36 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.66% | -0.33% | +14.74% | |
| 37 | FRT | Federal Realty Invs Trust | Stock-Real Estate | 1.63% | +0.14% | +1.07% | |
| 38 | SJM | Jm Smucker Co/the | Stock-Consumer Staples | 1.61% | +0.60% | +204.21% | |
| 39 | EMR | Emerson Electric Co | Stock-Industrials | 1.61% | -0.03% | -18.78% | |
| 40 | AMCR | Amcor plc | Stock-Consumer Disc | 1.60% | — | +4.18% | |
| 41 | CAT | Caterpillar Inc | Stock-Industrials | 1.58% | +0.38% | -5.71% | |
| 42 | ADM | Archer-daniels-midland Co | Stock-Consumer Staples | 1.57% | -0.10% | +55.11% | |
| 43 | GPC | Genuine Parts Co | Stock-Consumer Disc | 1.56% | +0.09% | +27.67% | |
| 44 | SWK | Stanley Black & Decker Inc | Stock-Industrials | 1.50% | +0.67% | +3.78% | |
| 45 | TROW | T Rowe Price Group Inc | Stock-Financials | 1.48% | +0.55% | +0.98% | |
| 46 | ES | Eversource Energy | Stock-Utilities | 1.45% | -0.08% | — | |
| 47 | BEN | Franklin Resources Inc | Stock-Financials | 1.44% | +0.56% | +35.41% | |
| 48 | TGT | Target CORP | Stock-Consumer Disc | 1.30% | +0.35% | +56.43% | |
| 49 | NUE | Nucor CORP | Stock-Materials | 1.25% | +0.25% | +32.39% | |
| 50 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 1.24% | -2.68% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | FPE | Ft-preferred Secur & Inc ETF | — | NEW | New buy |
| 2 | VFH | Vanguard Financials ETF | — | NEW | New buy |
| 3 | VHT | Vanguard Health Care ETF | — | NEW | New buy |
| 4 | FTSM | First Trust Enh Short Mat Fd | — | NEW | New buy |
| 5 | ABBV | Abbvie Inc | — | NEW | New buy |
| 6 | VOX | Vanguard Communication Servi | — | NEW | New buy |
| 7 | VOO | Vanguard S&p 500 ETF | — | NEW | New buy |
| 8 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 9 | CAH | Cardinal Health Inc | — | NEW | New buy |
| 10 | IBM | Intl Business Machines CORP | — | NEW | New buy |
| 11 | ED | Consolidated Edison Inc | — | NEW | New buy |
| 12 | AFL | Aflac Inc | — | NEW | New buy |
| 13 | KO | Coca-cola Co/the | — | NEW | New buy |
| 14 | CVX | Chevron CORP | — | NEW | New buy |
| 15 | ESS | Essex Property Trust Inc | — | NEW | New buy |
| 16 | PM | Philip Morris International | — | NEW | New buy |
| 17 | NEE | Nextera Energy Inc | — | NEW | New buy |
| 18 | ATO | Atmos Energy CORP | — | NEW | New buy |
| 19 | KMB | Kimberly-clark CORP | — | NEW | New buy |
| 20 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 21 | MO | Altria Group Inc | — | NEW | New buy |
| 22 | ABT | Abbott Laboratories | — | NEW | New buy |
| 23 | MDT | Medtronic plc | — | NEW | New buy |
| 24 | CINF | Cincinnati Financial CORP | — | NEW | New buy |
| 25 | RTX | Rtx CORP | — | NEW | New buy |
| 26 | MCD | Mcdonald's CORP | — | NEW | New buy |
| 27 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 28 | CHRW | C.h. Robinson Worldwide Inc | — | NEW | New buy |
| 29 | SYY | Sysco CORP | — | NEW | New buy |
| 30 | KVUE | Kenvue Inc | — | NEW | New buy |
| 31 | CLX | Clorox Company | — | NEW | New buy |
| 32 | HRL | Hormel Foods CORP | — | NEW | New buy |
| 33 | O | Realty Income CORP | — | NEW | New buy |
| 34 | GD | General Dynamics CORP | — | NEW | New buy |
| 35 | WMT | Walmart Inc | — | NEW | New buy |
| 36 | PEP | Pepsico Inc | — | NEW | New buy |
| 37 | FRT | Federal Realty Invs Trust | — | NEW | New buy |
| 38 | SJM | Jm Smucker Co/the | — | NEW | New buy |
| 39 | EMR | Emerson Electric Co | — | NEW | New buy |
| 40 | AMCR | Amcor plc | — | NEW | New buy |
| 41 | CAT | Caterpillar Inc | — | NEW | New buy |
| 42 | ADM | Archer-daniels-midland Co | — | NEW | New buy |
| 43 | GPC | Genuine Parts Co | — | NEW | New buy |
| 44 | SWK | Stanley Black & Decker Inc | — | NEW | New buy |
| 45 | TROW | T Rowe Price Group Inc | — | NEW | New buy |
| 46 | ES | Eversource Energy | — | NEW | New buy |
| 47 | BEN | Franklin Resources Inc | — | NEW | New buy |
| 48 | TGT | Target CORP | — | NEW | New buy |
| 49 | NUE | Nucor CORP | — | NEW | New buy |
| 50 | VDC | Vanguard Consumer Staple ETF | — | NEW | New buy |
According to official SEC Form 13F filings, Kinloch Capital, LLC reported a total U.S. public equity portfolio value of $273.7M across 78 disclosed positions in Q1 2025.
During Q1 2025, Kinloch Capital, LLC's top holdings by market value included FPE (4.8%)、VFH (3.4%)、VHT (2.8%). The largest single position, FPE, represented 4.8% of total portfolio value.
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 FPE, VFH, VHT) accounted for 12.0% of total reported equity market value during Q1 2025.
Top New Position Initiated
FPE
市值: $9.9M
In Q1 2025, Kinloch Capital, LLC made 78 total portfolio adjustments, initiating 78 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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