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CIK: 0001818557
Total reported value
$273.7M
$273.7M
73 檔
16.5%
As reported in its official Q3 2025 Form 13F filing, Kinloch Capital, LLC's tracked investment portfolio stood at $273.7M with 73 total positions.
In Q3 2025, Kinloch Capital, LLC displayed an active expansion posture, initiating 3 new positions and adding to 48 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VGT | Vanguard Info Tech ETF | ETF-Tech | 7.54% | +10.33% | NEW | |
| 2 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 4.63% | -3.28% | +1.92% | |
| 3 | VCR | Vanguard Consumer Discre ETF | ETF-Other | 2.56% | — | — | |
| 4 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 2.54% | -1.05% | -1.45% | |
| 5 | ABBV | Abbvie Inc | Stock-Healthcare | 2.48% | +0.15% | +1.54% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.40% | +0.67% | +23.89% | |
| 7 | VOX | Vanguard Communication Servi | ETF-Other | 2.30% | — | -9.03% | |
| 8 | IBM | Intl Business Machines CORP | Stock-Tech | 2.18% | +0.08% | +0.06% | |
| 9 | CAH | Cardinal Health Inc | Stock-Healthcare | 2.16% | +0.02% | +0.40% | |
| 10 | CAT | Caterpillar Inc | Stock-Industrials | 2.10% | +0.38% | -0.53% | |
| 11 | RTX | Rtx CORP | Stock-Industrials | 2.06% | -0.19% | -0.12% | |
| 12 | CHRW | C.h. Robinson Worldwide Inc | Stock-Industrials | 2.06% | +0.03% | +0.11% | |
| 13 | ATO | Atmos Energy CORP | Stock-Utilities | 1.95% | -0.29% | — | |
| 14 | GD | General Dynamics CORP | Stock-Industrials | 1.95% | -0.09% | +0.34% | |
| 15 | NEE | Nextera Energy Inc | Stock-Utilities | 1.92% | -0.29% | +0.35% | |
| 16 | PM | Philip Morris International | Stock-Consumer Staples | 1.89% | — | +1.60% | |
| 17 | XOM | Exxon Mobil CORP | Stock-Energy | 1.86% | -0.62% | +1.21% | |
| 18 | ADM | Archer-daniels-midland Co | Stock-Consumer Staples | 1.86% | -0.10% | +0.72% | |
| 19 | MO | Altria Group Inc | Stock-Consumer Staples | 1.86% | +0.02% | +1.20% | |
| 20 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.83% | -0.13% | +1.04% | |
| 21 | AFL | Aflac Inc | Stock-Financials | 1.81% | -0.07% | -1.48% | |
| 22 | CINF | Cincinnati Financial CORP | Stock-Financials | 1.78% | +0.08% | +0.98% | |
| 23 | WMT | Walmart Inc | Stock-Consumer Staples | 1.77% | -0.32% | -0.56% | |
| 24 | MDT | Medtronic plc | Stock-Healthcare | 1.77% | -0.25% | +0.70% | |
| 25 | CVX | Chevron CORP | Stock-Energy | 1.76% | -0.65% | +1.25% | |
| 26 | EMR | Emerson Electric Co | Stock-Industrials | 1.76% | -0.03% | -0.36% | |
| 27 | SYY | Sysco CORP | Stock-Consumer Staples | 1.75% | +0.13% | +1.41% | |
| 28 | ED | Consolidated Edison Inc | Stock-Utilities | 1.75% | -0.19% | +0.94% | |
| 29 | GPC | Genuine Parts Co | Stock-Consumer Disc | 1.73% | +0.09% | +2.00% | |
| 30 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.73% | -0.06% | +1.07% | |
| 31 | ABT | Abbott Laboratories | Stock-Healthcare | 1.70% | -0.28% | +1.43% | |
| 32 | O | Realty Income CORP | Stock-Real Estate | 1.68% | -0.03% | +1.89% | |
| 33 | BEN | Franklin Resources Inc | Stock-Financials | 1.63% | +0.56% | +1.37% | |
| 34 | ESS | Essex Property Trust Inc | Stock-Real Estate | 1.62% | +0.16% | +1.86% | |
| 35 | ES | Eversource Energy | Stock-Utilities | 1.61% | -0.08% | +2.35% | |
| 36 | FRT | Federal Realty Invs Trust | Stock-Real Estate | 1.60% | +0.14% | +1.72% | |
| 37 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.58% | -0.31% | +0.64% | |
| 38 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 1.57% | +0.28% | +2.26% | |
| 39 | TROW | T Rowe Price Group Inc | Stock-Financials | 1.56% | +0.55% | +0.04% | |
| 40 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.52% | -0.33% | +0.82% | |
| 41 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.52% | -0.08% | +0.92% | |
| 42 | AMCR | Amcor plc | Stock-Consumer Disc | 1.50% | — | +19.49% | |
| 43 | SJM | Jm Smucker Co/the | Stock-Consumer Staples | 1.42% | +0.60% | +1.67% | |
| 44 | SWK | Stanley Black & Decker Inc | Stock-Industrials | 1.38% | +0.67% | +0.61% | |
| 45 | CLX | Clorox Company | Stock-Consumer Staples | 1.37% | +0.25% | +3.53% | |
| 46 | NUE | Nucor CORP | Stock-Materials | 1.35% | +0.25% | +1.53% | |
| 47 | HRL | Hormel Foods CORP | Stock-Consumer Staples | 1.32% | +0.49% | +3.65% | |
| 48 | TGT | Target CORP | Stock-Consumer Disc | 1.14% | +0.35% | +1.42% | |
| 49 | KVUE | Kenvue Inc | Stock-Consumer Staples | 1.10% | +0.17% | +2.01% | |
| 50 | AAPL | Apple Inc | Stock-Tech | 0.45% | +0.07% | -3.53% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VGT | Vanguard Info Tech ETF | +7.4% | -4.35% | Add |
| 2 | CAT | Caterpillar Inc | +0.5% | -0.53% | Add |
| 3 | CHRW | C.h. Robinson Worldwide Inc | +0.4% | +0.11% | Add |
| 4 | ADM | Archer-daniels-midland Co | +0.3% | +0.72% | Add |
| 5 | RTX | Rtx CORP | +0.3% | -0.12% | Add |
| 6 | GD | General Dynamics CORP | +0.3% | +0.34% | Add |
| 7 | BEN | Franklin Resources Inc | +0.2% | +1.37% | Add |
| 8 | VOO | Vanguard S&p 500 ETF | +0.2% | +23.89% | Trim |
| 9 | GPC | Genuine Parts Co | +0.2% | +2.00% | Add |
| 10 | ES | Eversource Energy | +0.2% | +2.35% | Add |
| 11 | EMR | Emerson Electric Co | +0.2% | -0.36% | Trim |
| 12 | ABBV | Abbvie Inc | +0.1% | +1.54% | Add |
| 13 | FTSM | First Trust Enh Short Mat Fd | +0.1% | -1.45% | Add |
| 14 | AAPL | Apple Inc | +0.1% | -3.53% | Add |
| 15 | IBM | Intl Business Machines CORP | +0.1% | +0.06% | Add |
| 16 | WMT | Walmart Inc | +0.1% | -0.56% | Trim |
| 17 | JNJ | Johnson & Johnson | +0.1% | +1.04% | Add |
| 18 | NUE | Nucor CORP | +0.1% | +1.53% | Add |
| 19 | TSLA | Tesla Inc | +0.1% | — | Trim |
| 20 | CAH | Cardinal Health Inc | +0.1% | +0.40% | Trim |
| 21 | TROW | T Rowe Price Group Inc | +0.1% | +0.04% | Add |
| 22 | GOOGL | Alphabet Inc-cl A | +0.1% | +1.37% | Trim |
| 23 | VOX | Vanguard Communication Servi | +0.1% | -9.03% | Trim |
| 24 | MO | Altria Group Inc | +0.1% | +1.20% | Add |
| 25 | SYY | Sysco CORP | +0.1% | +1.41% | Add |
| 26 | JPM | Jpmorgan Chase & Co | 0% | -0.25% | Add |
| 27 | GE | General Electric | 0% | — | Add |
| 28 | MSFT | Microsoft CORP | 0% | -3.24% | Trim |
| 29 | ATO | Atmos Energy CORP | 0% | — | Add |
| 30 | CSX | Csx CORP | 0% | — | Unchanged |
| 31 | META | Meta Platforms Inc-class A | 0% | +1.40% | Add |
| 32 | GRWG | Growgeneration CORP | 0% | — | Unchanged |
| 33 | CINF | Cincinnati Financial CORP | — | +0.98% | Add |
| 34 | IEF | Ishares 7-10 Year Treasury B | — | +9.88% | Add |
| 35 | GSEP | Ft Vest US Equity Moderate B | — | — | Unchanged |
| 36 | PTLC | Pacer Trendpilot US Large Ca | — | +6.50% | Add |
| 37 | HD | Home Depot Inc | — | — | Unchanged |
| 38 | O | Realty Income CORP | 0% | +1.89% | Add |
| 39 | D | Dominion Energy Inc | 0% | -3.48% | Trim |
| 40 | PFG | Principal Financial Group | 0% | — | Unchanged |
| 41 | BIL | Ss Spdr Bb 1-3m T-bill ETF | 0% | — | Unchanged |
| 42 | MDT | Medtronic plc | 0% | +0.70% | Add |
| 43 | MDLZ | Mondelez International Inc-a | 0% | — | Unchanged |
| 44 | FRT | Federal Realty Invs Trust | 0% | +1.72% | Add |
| 45 | MRK | Merck & Co. Inc. | 0% | +0.53% | Trim |
| 46 | NEE | Nextera Energy Inc | 0% | +0.35% | Add |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -24.64% | Trim |
| 48 | LLY | Eli Lilly & Co | -0.1% | — | Unchanged |
| 49 | PM | Philip Morris International | -0.1% | +1.60% | Add |
| 50 | MRSH | Marsh & Mclennan Cos | -0.1% | -25.12% | Trim |
According to official SEC Form 13F filings, Kinloch Capital, LLC reported a total U.S. public equity portfolio value of $273.7M across 73 disclosed positions in Q3 2025.
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, VCR) accounted for 16.5% of total reported equity market value during Q3 2025.
Top New Position Initiated
VCR
市值: $5.9M
Top Position Liquidated / Trimmed
VFH
前期市值: $7.0M
During Q3 2025, Kinloch Capital, LLC's top holdings by market value included VGT (7.5%)、FPE (4.6%)、VCR (2.6%). The largest single position, VGT, represented 7.5% of total portfolio value.
In Q3 2025, Kinloch Capital, LLC made 73 total portfolio adjustments, initiating 3 new buys, adding to 48 positions, trimming 14 holdings, and fully liquidating 8 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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