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CIK: 0001818557
Total reported value
$273.7M
$273.7M
75 檔
15.6%
At the close of Q2 2025, Kinloch Capital, LLC disclosed equity holdings valued at approximately $273.7M, spread across 75 reported holdings.
In Q2 2025, Kinloch Capital, LLC displayed an active expansion posture, initiating 3 new positions and adding to 48 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including VGT, FPE, FTSM) accounted for 15.6% of total reported equity market value during Q2 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VGT | Vanguard Info Tech ETF | ETF-Tech | 7.45% | +10.33% | NEW | |
| 2 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 4.72% | -3.28% | +0.87% | |
| 3 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 2.75% | -1.05% | +17.03% | |
| 4 | VOX | Vanguard Communication Servi | ETF-Other | 2.45% | — | -1.91% | |
| 5 | CAH | Cardinal Health Inc | Stock-Healthcare | 2.45% | +0.02% | -0.88% | |
| 6 | IBM | Intl Business Machines CORP | Stock-Tech | 2.42% | +0.08% | +1.77% | |
| 7 | PM | Philip Morris International | Stock-Consumer Staples | 2.22% | — | +0.93% | |
| 8 | ABBV | Abbvie Inc | Stock-Healthcare | 2.09% | +0.15% | +3.57% | |
| 9 | VIS | Vanguard Industrials ETF | ETF-Other | 1.98% | -1.97% | — | |
| 10 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.94% | -0.06% | +1.65% | |
| 11 | RTX | Rtx CORP | Stock-Industrials | 1.92% | -0.19% | +0.62% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.91% | +0.67% | -20.30% | |
| 13 | EMR | Emerson Electric Co | Stock-Industrials | 1.91% | -0.03% | +0.17% | |
| 14 | NEE | Nextera Energy Inc | Stock-Utilities | 1.88% | -0.29% | +0.70% | |
| 15 | ATO | Atmos Energy CORP | Stock-Utilities | 1.87% | -0.29% | +0.24% | |
| 16 | XOM | Exxon Mobil CORP | Stock-Energy | 1.87% | -0.62% | +1.26% | |
| 17 | AFL | Aflac Inc | Stock-Financials | 1.84% | -0.07% | -0.22% | |
| 18 | ED | Consolidated Edison Inc | Stock-Utilities | 1.84% | -0.19% | +0.80% | |
| 19 | CAT | Caterpillar Inc | Stock-Industrials | 1.83% | +0.38% | +1.20% | |
| 20 | ABT | Abbott Laboratories | Stock-Healthcare | 1.82% | -0.28% | +1.69% | |
| 21 | WMT | Walmart Inc | Stock-Consumer Staples | 1.80% | -0.32% | -0.44% | |
| 22 | ESS | Essex Property Trust Inc | Stock-Real Estate | 1.79% | +0.16% | +0.86% | |
| 23 | CINF | Cincinnati Financial CORP | Stock-Financials | 1.77% | +0.08% | +1.38% | |
| 24 | BEN | Franklin Resources Inc | Stock-Financials | 1.77% | +0.56% | +1.82% | |
| 25 | GD | General Dynamics CORP | Stock-Industrials | 1.77% | -0.09% | +0.82% | |
| 26 | ADM | Archer-daniels-midland Co | Stock-Consumer Staples | 1.74% | -0.10% | +3.10% | |
| 27 | MO | Altria Group Inc | Stock-Consumer Staples | 1.73% | +0.02% | +1.60% | |
| 28 | MDT | Medtronic plc | Stock-Healthcare | 1.71% | -0.25% | +1.30% | |
| 29 | CVX | Chevron CORP | Stock-Energy | 1.71% | -0.65% | +3.60% | |
| 30 | SYY | Sysco CORP | Stock-Consumer Staples | 1.69% | +0.13% | +1.42% | |
| 31 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 1.69% | +0.28% | +1.47% | |
| 32 | O | Realty Income CORP | Stock-Real Estate | 1.67% | -0.03% | +2.07% | |
| 33 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.66% | -0.08% | +1.73% | |
| 34 | HRL | Hormel Foods CORP | Stock-Consumer Staples | 1.66% | +0.49% | +2.80% | |
| 35 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.61% | -0.31% | +0.48% | |
| 36 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.59% | -0.13% | +2.08% | |
| 37 | CHRW | C.h. Robinson Worldwide Inc | Stock-Industrials | 1.59% | +0.03% | +1.59% | |
| 38 | GPC | Genuine Parts Co | Stock-Consumer Disc | 1.58% | +0.09% | +2.04% | |
| 39 | FRT | Federal Realty Invs Trust | Stock-Real Estate | 1.57% | +0.14% | +1.81% | |
| 40 | TROW | T Rowe Price Group Inc | Stock-Financials | 1.56% | +0.55% | +2.90% | |
| 41 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.51% | -0.33% | +6.57% | |
| 42 | AMCR | Amcor plc | Stock-Consumer Disc | 1.51% | — | +2.21% | |
| 43 | ES | Eversource Energy | Stock-Utilities | 1.50% | -0.08% | +3.58% | |
| 44 | KVUE | Kenvue Inc | Stock-Consumer Staples | 1.47% | +0.17% | +2.03% | |
| 45 | CLX | Clorox Company | Stock-Consumer Staples | 1.37% | +0.25% | +2.14% | |
| 46 | NUE | Nucor CORP | Stock-Materials | 1.35% | +0.25% | +2.89% | |
| 47 | SJM | Jm Smucker Co/the | Stock-Consumer Staples | 1.34% | +0.60% | +3.37% | |
| 48 | SWK | Stanley Black & Decker Inc | Stock-Industrials | 1.33% | +0.67% | +3.08% | |
| 49 | TGT | Target CORP | Stock-Consumer Disc | 1.32% | +0.35% | +10.14% | |
| 50 | VPU | Vanguard Utilities ETF | ETF-Other | 0.43% | -1.04% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VGT | Vanguard Info Tech ETF | +7.4% | +6170.39% | Add |
| 2 | VIS | Vanguard Industrials ETF | +2% | NEW | New buy |
| 3 | CAH | Cardinal Health Inc | +0.4% | -0.88% | Trim |
| 4 | IBM | Intl Business Machines CORP | +0.4% | +1.77% | Add |
| 5 | FTSM | First Trust Enh Short Mat Fd | +0.3% | +17.03% | Add |
| 6 | BEN | Franklin Resources Inc | +0.3% | +1.82% | Add |
| 7 | EMR | Emerson Electric Co | +0.3% | +0.17% | Add |
| 8 | PM | Philip Morris International | +0.3% | +0.93% | Add |
| 9 | CAT | Caterpillar Inc | +0.3% | +1.20% | Add |
| 10 | VOX | Vanguard Communication Servi | +0.2% | -1.91% | Trim |
| 11 | ADM | Archer-daniels-midland Co | +0.2% | +3.10% | Add |
| 12 | RTX | Rtx CORP | +0.1% | +0.62% | Add |
| 13 | ORCL | Oracle CORP | +0.1% | NEW | New buy |
| 14 | WMT | Walmart Inc | +0.1% | -0.44% | Trim |
| 15 | NUE | Nucor CORP | +0.1% | +2.89% | Add |
| 16 | COF | Capital One Financial CORP | +0.1% | NEW | New buy |
| 17 | GD | General Dynamics CORP | +0.1% | +0.82% | Add |
| 18 | TROW | T Rowe Price Group Inc | +0.1% | +2.90% | Add |
| 19 | AAPL | Apple Inc | +0.1% | +39.76% | Add |
| 20 | ES | Eversource Energy | +0.1% | +3.58% | Add |
| 21 | MSFT | Microsoft CORP | +0.1% | — | Unchanged |
| 22 | ABT | Abbott Laboratories | 0% | +1.69% | Add |
| 23 | JPM | Jpmorgan Chase & Co | 0% | +1.30% | Add |
| 24 | GE | General Electric | 0% | +4.28% | Add |
| 25 | GPC | Genuine Parts Co | 0% | +2.04% | Add |
| 26 | TGT | Target CORP | 0% | +10.14% | Add |
| 27 | META | Meta Platforms Inc-class A | 0% | -0.84% | Trim |
| 28 | TSLA | Tesla Inc | 0% | -10.26% | Trim |
| 29 | GOOGL | Alphabet Inc-cl A | 0% | -2.43% | Trim |
| 30 | CSX | Csx CORP | 0% | — | Unchanged |
| 31 | GSEP | Ft Vest US Equity Moderate B | — | — | Unchanged |
| 32 | MDLZ | Mondelez International Inc-a | — | — | Unchanged |
| 33 | PTLC | Pacer Trendpilot US Large Ca | — | +1.99% | Add |
| 34 | HD | Home Depot Inc | — | — | Unchanged |
| 35 | BIL | Ss Spdr Bb 1-3m T-bill ETF | — | — | Unchanged |
| 36 | SYY | Sysco CORP | 0% | +1.42% | Add |
| 37 | CINF | Cincinnati Financial CORP | 0% | +1.38% | Add |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | — | Unchanged |
| 39 | IEF | Ishares 7-10 Year Treasury B | 0% | -3.50% | Trim |
| 40 | PFG | Principal Financial Group | 0% | — | Unchanged |
| 41 | GRWG | Growgeneration CORP | 0% | — | Unchanged |
| 42 | D | Dominion Energy Inc | 0% | +0.06% | Add |
| 43 | O | Realty Income CORP | 0% | +2.07% | Add |
| 44 | KMX | Carmax Inc | 0% | — | Unchanged |
| 45 | LLY | Eli Lilly & Co | 0% | — | Unchanged |
| 46 | FPE | Ft-preferred Secur & Inc ETF | 0% | +0.87% | Add |
| 47 | MRK | Merck & Co. Inc. | 0% | -1.52% | Trim |
| 48 | MRSH | Marsh & Mclennan Cos | 0% | — | Unchanged |
| 49 | HRL | Hormel Foods CORP | 0% | +2.80% | Add |
| 50 | KO | Coca-cola Co/the | -0.1% | +1.65% | Add |
According to official SEC Form 13F filings, Kinloch Capital, LLC reported a total U.S. public equity portfolio value of $273.7M across 75 disclosed positions in Q2 2025.
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Top New Position Initiated
VIS
市值: $4.3M
Top Position Liquidated / Trimmed
VFH
前期市值: $7.0M
During Q2 2025, Kinloch Capital, LLC's top holdings by market value included VGT (7.5%)、FPE (4.7%)、FTSM (2.8%). The largest single position, VGT, represented 7.5% of total portfolio value.
In Q2 2025, Kinloch Capital, LLC made 68 total portfolio adjustments, initiating 3 new buys, adding to 48 positions, trimming 11 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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