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CIK: 0001818557
Total reported value
$273.7M
$273.7M
77 檔
19.6%
The Q4 2025 SEC filing reveals that Kinloch Capital, LLC held a total portfolio value of $273.7M, covering 77 public equity positions.
Kinloch Capital, LLC executed strategic sector rebalancing during Q4 2025, establishing 6 new positions while fully exiting 2 holdings and trimming 36 positions.
In terms of portfolio concentration, the top 5 core holdings (including FPE, VGT, VHT) accounted for 19.6% of total reported equity market value during Q4 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 7.88% | -3.28% | +72.80% | |
| 2 | VGT | Vanguard Info Tech ETF | ETF-Tech | 7.19% | +10.33% | NEW | |
| 3 | VHT | Vanguard Health Care ETF | ETF-Other | 2.75% | — | — | |
| 4 | CAH | Cardinal Health Inc | Stock-Healthcare | 2.75% | +0.02% | -1.20% | |
| 5 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 2.53% | -1.05% | +0.72% | |
| 6 | CAT | Caterpillar Inc | Stock-Industrials | 2.46% | +0.38% | -0.79% | |
| 7 | CHRW | C.h. Robinson Worldwide Inc | Stock-Industrials | 2.45% | +0.03% | -0.64% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.41% | +0.67% | -0.57% | |
| 9 | ABBV | Abbvie Inc | Stock-Healthcare | 2.38% | +0.15% | -1.33% | |
| 10 | VOX | Vanguard Communication Servi | ETF-Other | 2.34% | — | +0.08% | |
| 11 | IBM | Intl Business Machines CORP | Stock-Tech | 2.23% | +0.08% | -0.97% | |
| 12 | RTX | Rtx CORP | Stock-Industrials | 2.22% | -0.19% | -0.40% | |
| 13 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.05% | -0.13% | +2.24% | |
| 14 | NEE | Nextera Energy Inc | Stock-Utilities | 2.01% | -0.29% | -0.48% | |
| 15 | XOM | Exxon Mobil CORP | Stock-Energy | 1.97% | -0.62% | +0.56% | |
| 16 | ATO | Atmos Energy CORP | Stock-Utilities | 1.89% | -0.29% | -0.02% | |
| 17 | GD | General Dynamics CORP | Stock-Industrials | 1.88% | -0.09% | -0.64% | |
| 18 | WMT | Walmart Inc | Stock-Consumer Staples | 1.88% | -0.32% | -0.39% | |
| 19 | PM | Philip Morris International | Stock-Consumer Staples | 1.84% | — | -0.08% | |
| 20 | CINF | Cincinnati Financial CORP | Stock-Financials | 1.83% | +0.08% | +0.65% | |
| 21 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.82% | -0.06% | +1.07% | |
| 22 | MDT | Medtronic plc | Stock-Healthcare | 1.77% | -0.25% | +0.81% | |
| 23 | ADM | Archer-daniels-midland Co | Stock-Consumer Staples | 1.77% | -0.10% | +0.16% | |
| 24 | AFL | Aflac Inc | Stock-Financials | 1.76% | -0.07% | -0.21% | |
| 25 | EMR | Emerson Electric Co | Stock-Industrials | 1.75% | -0.03% | -0.04% | |
| 26 | CVX | Chevron CORP | Stock-Energy | 1.72% | -0.65% | +1.31% | |
| 27 | ED | Consolidated Edison Inc | Stock-Utilities | 1.70% | -0.19% | +0.16% | |
| 28 | NUE | Nucor CORP | Stock-Materials | 1.62% | +0.25% | +1.51% | |
| 29 | MO | Altria Group Inc | Stock-Consumer Staples | 1.61% | +0.02% | +1.04% | |
| 30 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.58% | -0.31% | +0.71% | |
| 31 | ESS | Essex Property Trust Inc | Stock-Real Estate | 1.58% | +0.16% | +1.25% | |
| 32 | ABT | Abbott Laboratories | Stock-Healthcare | 1.58% | -0.28% | +0.38% | |
| 33 | ES | Eversource Energy | Stock-Utilities | 1.54% | -0.08% | +2.60% | |
| 34 | FRT | Federal Realty Invs Trust | Stock-Real Estate | 1.53% | +0.14% | -2.57% | |
| 35 | SYY | Sysco CORP | Stock-Consumer Staples | 1.49% | +0.13% | -3.42% | |
| 36 | GPC | Genuine Parts Co | Stock-Consumer Disc | 1.48% | +0.09% | -2.56% | |
| 37 | O | Realty Income CORP | Stock-Real Estate | 1.48% | -0.03% | -4.14% | |
| 38 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.47% | -0.33% | -4.21% | |
| 39 | BEN | Franklin Resources Inc | Stock-Financials | 1.39% | +0.56% | -16.39% | |
| 40 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.34% | -0.08% | -3.95% | |
| 41 | TROW | T Rowe Price Group Inc | Stock-Financials | 1.28% | +0.55% | -16.22% | |
| 42 | AMCR | Amcor plc | Stock-Consumer Disc | 1.09% | — | -28.20% | |
| 43 | SWK | Stanley Black & Decker Inc | Stock-Industrials | 0.99% | +0.67% | -26.93% | |
| 44 | TGT | Target CORP | Stock-Consumer Disc | 0.96% | +0.35% | -21.81% | |
| 45 | KVUE | Kenvue Inc | Stock-Consumer Staples | 0.91% | +0.17% | -20.96% | |
| 46 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 0.84% | +0.28% | -32.65% | |
| 47 | HRL | Hormel Foods CORP | Stock-Consumer Staples | 0.84% | +0.49% | -32.49% | |
| 48 | SJM | Jm Smucker Co/the | Stock-Consumer Staples | 0.83% | +0.60% | -33.93% | |
| 49 | CLX | Clorox Company | Stock-Consumer Staples | 0.76% | +0.25% | -31.27% | |
| 50 | AAPL | Apple Inc | Stock-Tech | 0.72% | +0.07% | +50.58% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | FPE | Ft-preferred Secur & Inc ETF | +3.3% | +72.80% | Add |
| 2 | CAH | Cardinal Health Inc | +0.6% | -1.20% | Trim |
| 3 | CHRW | C.h. Robinson Worldwide Inc | +0.4% | -0.64% | Trim |
| 4 | CAT | Caterpillar Inc | +0.4% | -0.79% | Trim |
| 5 | NUE | Nucor CORP | +0.3% | +1.51% | Add |
| 6 | AAPL | Apple Inc | +0.3% | +50.58% | Add |
| 7 | JNJ | Johnson & Johnson | +0.2% | +2.24% | Add |
| 8 | RTX | Rtx CORP | +0.2% | -0.40% | Trim |
| 9 | XOM | Exxon Mobil CORP | +0.1% | +0.56% | Add |
| 10 | WMT | Walmart Inc | +0.1% | -0.39% | Trim |
| 11 | KO | Coca-cola Co/the | +0.1% | +1.07% | Add |
| 12 | NEE | Nextera Energy Inc | +0.1% | -0.48% | Trim |
| 13 | GOOGL | Alphabet Inc-cl A | +0.1% | +1.76% | Add |
| 14 | IBM | Intl Business Machines CORP | +0.1% | -0.97% | Trim |
| 15 | CINF | Cincinnati Financial CORP | +0.1% | +0.65% | Add |
| 16 | VOX | Vanguard Communication Servi | 0% | +0.08% | Add |
| 17 | MRK | Merck & Co. Inc. | 0% | +1.10% | Add |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +24.58% | Add |
| 19 | VOO | Vanguard S&p 500 ETF | 0% | -0.57% | Trim |
| 20 | MDT | Medtronic plc | — | +0.81% | Add |
| 21 | MCD | Mcdonald's CORP | — | +0.71% | Add |
| 22 | PFG | Principal Financial Group | — | — | Unchanged |
| 23 | GE | General Electric | — | +1.81% | Add |
| 24 | D | Dominion Energy Inc | — | — | Unchanged |
| 25 | NVDA | Nvidia CORP | — | +5.55% | Add |
| 26 | META | Meta Platforms Inc-class A | — | +15.24% | Add |
| 27 | CSX | Csx CORP | — | — | Unchanged |
| 28 | TSLA | Tesla Inc | — | — | Unchanged |
| 29 | GSEP | Ft Vest US Equity Moderate B | — | — | Unchanged |
| 30 | PTLC | Pacer Trendpilot US Large Ca | — | -0.46% | Trim |
| 31 | BIL | Ss Spdr Bb 1-3m T-bill ETF | — | — | Unchanged |
| 32 | EMR | Emerson Electric Co | 0% | -0.04% | Trim |
| 33 | FTSM | First Trust Enh Short Mat Fd | 0% | +0.72% | Add |
| 34 | MDLZ | Mondelez International Inc-a | 0% | -0.80% | Trim |
| 35 | MRSH | Marsh & Mclennan Cos | 0% | +1.04% | Add |
| 36 | GRWG | Growgeneration CORP | 0% | — | Unchanged |
| 37 | MSFT | Microsoft CORP | 0% | +5.15% | Add |
| 38 | IEF | Ishares 7-10 Year Treasury B | 0% | +0.79% | Add |
| 39 | HD | Home Depot Inc | 0% | -1.13% | Trim |
| 40 | ESS | Essex Property Trust Inc | 0% | +1.25% | Add |
| 41 | CVX | Chevron CORP | 0% | +1.31% | Add |
| 42 | ORCL | Oracle CORP | -0.1% | — | Unchanged |
| 43 | JPM | Jpmorgan Chase & Co | -0.1% | -18.05% | Trim |
| 44 | PEP | Pepsico Inc | -0.1% | -4.21% | Trim |
| 45 | AFL | Aflac Inc | -0.1% | -0.21% | Trim |
| 46 | PM | Philip Morris International | -0.1% | -0.08% | Trim |
| 47 | ED | Consolidated Edison Inc | -0.1% | +0.16% | Add |
| 48 | ATO | Atmos Energy CORP | -0.1% | -0.02% | Trim |
| 49 | FRT | Federal Realty Invs Trust | -0.1% | -2.57% | Trim |
| 50 | ES | Eversource Energy | -0.1% | +2.60% | 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 2025.
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Top New Position Initiated
VHT
市值: $6.4M
Top Position Liquidated / Trimmed
VCR
前期市值: $5.9M
During Q4 2025, Kinloch Capital, LLC's top holdings by market value included FPE (7.9%)、VGT (7.2%)、VHT (2.8%). The largest single position, FPE, represented 7.9% of total portfolio value.
In Q4 2025, Kinloch Capital, LLC made 71 total portfolio adjustments, initiating 6 new buys, adding to 27 positions, trimming 36 holdings, and fully liquidating 2 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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