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CIK: 0000870260
Total reported value
$83.2M
$83.2M
260 檔
139.8%
During the Q4 2024 filing period, L.m. Kohn & Company (CIK: 0000870260) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $83.2M across 260 reported positions.
During Q4 2024, L.m. Kohn & Company's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 260 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 11.14% | -3.74% | -1.28% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 6.46% | -2.55% | -0.10% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 5.05% | -0.78% | +0.74% | |
| 4 | GABC | German American Bancorp | Stock-Other | 3.79% | -4.80% | EXIT | |
| 5 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 3.67% | -1.44% | -0.26% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 2.92% | +2.31% | -1.28% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.74% | -1.84% | -1.16% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.23% | +0.97% | +1.64% | |
| 9 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 2.03% | — | — | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.87% | -0.41% | -2.25% | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.57% | +0.83% | +16.20% | |
| 12 | V | Visa Inc-class A Shares | Stock-Financials | 1.55% | -1.15% | -1.48% | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.48% | +0.20% | +94.67% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.45% | -0.25% | -4.69% | |
| 15 | MA | Mastercard Inc - A | Stock-Financials | 1.35% | -0.71% | -2.28% | |
| 16 | HD | Home Depot Inc | Stock-Consumer Disc | 1.25% | -0.44% | -1.00% | |
| 17 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 1.18% | +0.05% | -0.04% | |
| 18 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.12% | +1.87% | -0.08% | |
| 19 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 1.01% | -1.07% | -38.18% | |
| 20 | ORCL | Oracle CORP | Stock-Tech | 0.82% | +0.68% | +4.84% | |
| 21 | BUXX | Strive Enhanced Income Short | ETF-Other | 0.79% | — | — | |
| 22 | XLK | Ss Technology Select Sector | ETF-Tech | 0.76% | — | +3.04% | |
| 23 | RDVY | First Trust Rising Dividend | ETF-Other | 0.75% | -0.48% | -5.43% | |
| 24 | CRM | Salesforce Inc | Stock-Tech | 0.72% | -0.63% | EXIT | |
| 25 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.69% | -0.60% | EXIT | |
| 26 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.67% | +0.08% | -0.64% | |
| 27 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.67% | +2.86% | -1.20% | |
| 28 | WMT | Walmart Inc | Stock-Consumer Staples | 0.66% | +0.23% | -9.80% | |
| 29 | FITB | Fifth Third Bancorp | Stock-Financials | 0.62% | -0.56% | EXIT | |
| 30 | QLC | Flexshares US Quality Lg Cap | ETF-Other | 0.62% | -0.60% | EXIT | |
| 31 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.58% | -0.51% | EXIT | |
| 32 | BX | Blackstone Inc | Stock-Financials | 0.58% | — | -1.96% | |
| 33 | ABBV | Abbvie Inc | Stock-Healthcare | 0.58% | +0.47% | -4.05% | |
| 34 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.57% | +0.51% | +11.00% | |
| 35 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.56% | -0.18% | +12.93% | |
| 36 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.55% | — | -2.84% | |
| 37 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.54% | -0.37% | EXIT | |
| 38 | NOW | Servicenow Inc | Stock-Tech | 0.53% | -0.40% | EXIT | |
| 39 | XOM | Exxon Mobil CORP | Stock-Energy | 0.52% | — | +0.28% | |
| 40 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.51% | -0.14% | -6.53% | |
| 41 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.46% | -0.35% | EXIT | |
| 42 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.45% | -0.47% | -0.41% | |
| 43 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.42% | — | +42.56% | |
| 44 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.41% | -0.40% | EXIT | |
| 45 | ADBE | Adobe Inc | Stock-Tech | 0.41% | — | +0.45% | |
| 46 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.39% | +0.32% | -2.33% | |
| 47 | AVGO | Broadcom Inc | Stock-Tech | 0.38% | -0.30% | EXIT | |
| 48 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.38% | -0.44% | EXIT | |
| 49 | SO | Southern Co/the | Stock-Utilities | 0.37% | — | -1.96% | |
| 50 | QCOM | Qualcomm Inc | Stock-Tech | 0.37% | — | -3.60% |
According to official SEC Form 13F filings, L.m. Kohn & Company reported a total U.S. public equity portfolio value of $83.2M across 260 disclosed positions in Q4 2024.
During Q4 2024, L.m. Kohn & Company's top holdings by market value included AAPL (11.1%)、NVDA (6.5%)、AMZN (5.0%). The largest single position, AAPL, represented 11.1% of total portfolio value.
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, NVDA, AMZN) accounted for 139.8% of total reported equity market value during Q4 2024.
In Q4 2024, L.m. Kohn & Company made 0 total portfolio adjustments, initiating 0 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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