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CIK: 0000870260
Total reported value
$83.2M
$83.2M
280 檔
124.9%
The Q2 2025 SEC filing reveals that L.m. Kohn & Company held a total portfolio value of $83.2M, covering 280 public equity positions.
During Q2 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 124.9% of total reported equity market value during Q2 2025.
Showing top 200 holdings (of 280 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 8.01% | -3.74% | -13.83% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 6.67% | -2.55% | -13.88% | |
| 3 | GABC | German American Bancorp | Stock-Other | 5.09% | -4.80% | EXIT | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.60% | -0.78% | -9.65% | |
| 5 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 3.63% | -1.44% | -6.99% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 3.40% | +2.31% | -3.46% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.13% | -1.84% | -6.97% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.04% | -0.41% | -3.42% | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.93% | -0.25% | +17.16% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.84% | +0.97% | -13.84% | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.81% | +0.83% | -8.20% | |
| 12 | V | Visa Inc-class A Shares | Stock-Financials | 1.48% | -1.15% | -15.02% | |
| 13 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.40% | +1.87% | -2.59% | |
| 14 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 1.39% | +0.05% | -0.40% | |
| 15 | MA | Mastercard Inc - A | Stock-Financials | 1.38% | -0.71% | -4.54% | |
| 16 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.37% | +0.20% | -7.78% | |
| 17 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.31% | +2.86% | -2.50% | |
| 18 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 1.16% | -1.07% | -14.83% | |
| 19 | ORCL | Oracle CORP | Stock-Tech | 1.09% | +0.68% | -1.60% | |
| 20 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.04% | — | — | |
| 21 | HD | Home Depot Inc | Stock-Consumer Disc | 0.81% | -0.44% | -21.50% | |
| 22 | RDVY | First Trust Rising Dividend | ETF-Other | 0.80% | -0.48% | -6.82% | |
| 23 | WMT | Walmart Inc | Stock-Consumer Staples | 0.79% | +0.23% | -1.72% | |
| 24 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.78% | -0.60% | EXIT | |
| 25 | QLC | Flexshares US Quality Lg Cap | ETF-Other | 0.69% | -0.60% | EXIT | |
| 26 | CRM | Salesforce Inc | Stock-Tech | 0.63% | -0.63% | EXIT | |
| 27 | FITB | Fifth Third Bancorp | Stock-Financials | 0.60% | -0.56% | EXIT | |
| 28 | QGRW | Wisdomtree US Quality Growth | ETF-Other | 0.56% | -0.44% | EXIT | |
| 29 | NOW | Servicenow Inc | Stock-Tech | 0.56% | -0.40% | EXIT | |
| 30 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.55% | -0.18% | -25.88% | |
| 31 | BUXX | Strive Enhanced Income Short | ETF-Other | 0.55% | — | +82.88% | |
| 32 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.53% | -0.14% | -2.47% | |
| 33 | BX | Blackstone Inc | Stock-Financials | 0.52% | — | +0.07% | |
| 34 | XOM | Exxon Mobil CORP | Stock-Energy | 0.51% | — | -3.77% | |
| 35 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.51% | — | +215.25% | |
| 36 | CLOX | Eldridge Aaa Clo ETF | ETF-Other | 0.48% | -0.31% | EXIT | |
| 37 | IAU | Ishares Gold Trust | ETF-Commodities | 0.47% | — | +49.98% | |
| 38 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.44% | -0.44% | EXIT | |
| 39 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.43% | +0.08% | -29.10% | |
| 40 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.43% | -0.40% | EXIT | |
| 41 | AVGO | Broadcom Inc | Stock-Tech | 0.41% | -0.30% | EXIT | |
| 42 | UBER | Uber Technologies Inc | Stock-Industrials | 0.40% | -0.31% | EXIT | |
| 43 | HEQT | Simplify Hedged Equity ETF | ETF-Other | 0.40% | — | — | |
| 44 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.39% | +0.32% | -19.59% | |
| 45 | GLD | Spdr Gold Shares | ETF-Commodities | 0.38% | — | +22.81% | |
| 46 | XLK | Ss Technology Select Sector | ETF-Tech | 0.38% | — | -40.19% | |
| 47 | PM | Philip Morris International | Stock-Consumer Staples | 0.38% | — | -1.86% | |
| 48 | ABBV | Abbvie Inc | Stock-Healthcare | 0.36% | +0.47% | -39.54% | |
| 49 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.35% | — | -19.68% | |
| 50 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.35% | — | — |
According to official SEC Form 13F filings, L.m. Kohn & Company reported a total U.S. public equity portfolio value of $83.2M across 280 disclosed positions in Q2 2025.
During Q2 2025, L.m. Kohn & Company's top holdings by market value included AAPL (8.0%)、NVDA (6.7%)、GABC (5.1%). The largest single position, AAPL, represented 8.0% of total portfolio value.
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In Q2 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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