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CIK: 0000870260
Total reported value
$83.2M
$83.2M
275 檔
127.0%
At the close of Q1 2025, L.m. Kohn & Company disclosed equity holdings valued at approximately $83.2M, spread across 275 reported holdings.
During Q1 2025, L.m. Kohn & Company's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, NVDA, GABC) accounted for 127.0% of total reported equity market value during Q1 2025.
Showing top 200 holdings (of 275 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 9.75% | -3.74% | -2.22% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 5.15% | -2.55% | -2.11% | |
| 3 | GABC | German American Bancorp | Stock-Other | 4.80% | -4.80% | EXIT | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.28% | -0.78% | -3.21% | |
| 5 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 3.61% | -1.44% | -5.49% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.95% | -1.84% | +12.10% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.57% | +2.31% | -1.93% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.24% | -0.41% | +0.83% | |
| 9 | ✓ | Stock-Other | 1.86% | -1.86% | EXIT | ||
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.81% | +0.97% | -1.55% | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.73% | +0.83% | +14.15% | |
| 12 | V | Visa Inc-class A Shares | Stock-Financials | 1.66% | -1.15% | -4.27% | |
| 13 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.49% | -0.47% | +186.90% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.45% | -0.25% | +4.04% | |
| 15 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.39% | +2.86% | +102.05% | |
| 16 | MA | Mastercard Inc - A | Stock-Financials | 1.36% | -0.71% | -3.67% | |
| 17 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 1.32% | -1.07% | +28.73% | |
| 18 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 1.26% | +0.05% | +8.09% | |
| 19 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.22% | +0.20% | -11.16% | |
| 20 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.18% | +1.87% | +1.94% | |
| 21 | HD | Home Depot Inc | Stock-Consumer Disc | 1.00% | -0.44% | -15.89% | |
| 22 | RDVY | First Trust Rising Dividend | ETF-Other | 0.78% | -0.48% | +3.11% | |
| 23 | WMT | Walmart Inc | Stock-Consumer Staples | 0.70% | +0.23% | +8.98% | |
| 24 | ORCL | Oracle CORP | Stock-Tech | 0.68% | +0.68% | -1.25% | |
| 25 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.66% | +0.08% | -1.19% | |
| 26 | ABBV | Abbvie Inc | Stock-Healthcare | 0.65% | +0.47% | -5.15% | |
| 27 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.63% | +0.51% | +10.09% | |
| 28 | CRM | Salesforce Inc | Stock-Tech | 0.63% | -0.63% | EXIT | |
| 29 | QLC | Flexshares US Quality Lg Cap | ETF-Other | 0.60% | -0.60% | EXIT | |
| 30 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.60% | -0.60% | EXIT | |
| 31 | XOM | Exxon Mobil CORP | Stock-Energy | 0.57% | — | -1.93% | |
| 32 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.56% | -0.18% | +0.70% | |
| 33 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.56% | -0.14% | +1.61% | |
| 34 | FITB | Fifth Third Bancorp | Stock-Financials | 0.56% | -0.56% | EXIT | |
| 35 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.51% | -0.51% | EXIT | |
| 36 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.51% | +0.32% | +20.43% | |
| 37 | XLK | Ss Technology Select Sector | ETF-Tech | 0.50% | — | -26.26% | |
| 38 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.50% | — | -2.24% | |
| 39 | BX | Blackstone Inc | Stock-Financials | 0.47% | — | -0.77% | |
| 40 | QGRW | Wisdomtree US Quality Growth | ETF-Other | 0.44% | -0.44% | EXIT | |
| 41 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.44% | -0.44% | EXIT | |
| 42 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.44% | -0.44% | EXIT | |
| 43 | NOW | Servicenow Inc | Stock-Tech | 0.40% | -0.40% | EXIT | |
| 44 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.40% | -0.40% | EXIT | |
| 45 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.39% | -0.39% | EXIT | |
| 46 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.37% | -0.37% | EXIT | |
| 47 | SO | Southern Co/the | Stock-Utilities | 0.37% | — | -12.28% | |
| 48 | QCOM | Qualcomm Inc | Stock-Tech | 0.37% | — | -1.61% | |
| 49 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 0.36% | — | +2.01% | |
| 50 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.35% | -0.35% | EXIT |
According to official SEC Form 13F filings, L.m. Kohn & Company reported a total U.S. public equity portfolio value of $83.2M across 275 disclosed positions in Q1 2025.
During Q1 2025, L.m. Kohn & Company's top holdings by market value included AAPL (9.8%)、NVDA (5.2%)、GABC (4.8%). The largest single position, AAPL, represented 9.8% of total portfolio value.
In Q1 2025, 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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