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Asset Manager ← All Institutions

L.M. KOHN & COMPANY

Q4 2025 · Filed 2025-11-04
Market Value
$0
-100.0%
Holdings
120
-157
New Purchases
0
Added To
0
Closed
120
Reduced
0
Top 10 Concentration
0%
Turnover
0%

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 44 $0 0%
Large Cap 45 $0 0%
Mid Cap 18 $0 0%
Small Cap 10 $0 0%
Micro Cap 3 $0 0%

Portfolio Analytics

Avg Market Cap
$408.8B
Median Market Cap
$102.4B
Avg P/E
32.4
Median P/E
26.5
Avg Dividend Yield
0.02%
Avg Beta
0.78
# Stocks
63
# ETFs / Funds
57

Top Holdings (120 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 MTB —% -$328K -1,658 -100.0% SOLD
2 T —% -$510K -18,061 -100.0% SOLD
3 CVX —% -$753K -4,852 -100.0% SOLD
4 CVS —% -$215K -2,850 -100.0% SOLD
5 LHX —% -$260K -850 -100.0% SOLD
6 XOM —% -$1M -9,715 -100.0% SOLD
7 NEE —% -$204K -2,702 -100.0% SOLD
8 SUN —% -$270K -5,400 -100.0% SOLD
9 MS —% -$207K -1,300 -100.0% SOLD
10 GS —% -$246K -309 -100.0% SOLD
11 HD —% -$466K -1,149 -100.0% SOLD
12 ABBV —% -$935K -4,037 -100.0% SOLD
13 JPM —% -$3M -8,039 -100.0% SOLD
14 MA —% -$538K -945 -100.0% SOLD
15 MO —% -$440K -6,655 -100.0% SOLD
16 KO —% -$394K -5,938 -100.0% SOLD
17 VZ —% -$559K -12,717 -100.0% SOLD
18 PFE —% -$493K -19,342 -100.0% SOLD
19 IBM —% -$520K -1,844 -100.0% SOLD
20 SHW —% -$514K -1,485 -100.0% SOLD
21 DE —% -$229K -501 -100.0% SOLD
22 PM —% -$554K -3,418 -100.0% SOLD
23 LMT —% -$785K -1,572 -100.0% SOLD
24 CAT —% -$794K -1,665 -100.0% SOLD
25 BX —% -$2M -9,630 -100.0% SOLD
26 MRK —% -$275K -3,276 -100.0% SOLD
27 SO —% -$416K -4,390 -100.0% SOLD
28 TDG —% -$330K -250 -100.0% SOLD
29 PG —% -$4M -22,998 -100.0% SOLD
30 PH —% -$910K -1,200 -100.0% SOLD
31 NSC —% -$255K -850 -100.0% SOLD
32 V —% -$424K -1,242 -100.0% SOLD
33 CMI —% -$346K -820 -100.0% SOLD
34 UNP —% -$473K -2,000 -100.0% SOLD
35 LLY —% -$351K -460 -100.0% SOLD
36 BME —% -$212K -5,688 -100.0% SOLD
37 MPC —% -$225K -1,169 -100.0% SOLD
38 ABT —% -$227K -1,698 -100.0% SOLD
39 BLK —% -$437K -375 -100.0% SOLD
40 MCD —% -$688K -2,263 -100.0% SOLD
41 GIS —% -$208K -4,116 -100.0% SOLD
42 DUK —% -$399K -3,225 -100.0% SOLD
43 JNJ —% -$852K -4,597 -100.0% SOLD
44 ENB —% -$257K -5,094 -100.0% SOLD
45 EMR —% -$482K -3,678 -100.0% SOLD
46 RTX —% -$320K -1,913 -100.0% SOLD
47 BUFD —% -$762K -27,586 -100.0% SOLD
48 COST —% -$2M -1,954 -100.0% SOLD
49 CSCO —% -$424K -6,203 -100.0% SOLD
50 AMD —% -$515K -3,186 -100.0% SOLD
51 REGL —% -$882K -10,339 -100.0% SOLD
52 CHW —% -$172K -22,836 -100.0% SOLD
53 AMZN —% -$3M -13,244 -100.0% SOLD
54 AAPL —% -$5M -19,622 -100.0% SOLD
55 FTXL —% -$248K -2,216 -100.0% SOLD
56 BUFR —% -$1M -32,608 -100.0% SOLD
57 META —% -$319K -434 -100.0% SOLD
58 AEP —% -$203K -1,800 -100.0% SOLD
59 KNG —% -$214K -4,340 -100.0% SOLD
60 GBTC —% -$329K -3,660 -100.0% SOLD
61 IVV —% -$390K -582 -100.0% SOLD
62 PANW —% -$356K -1,750 -100.0% SOLD
63 VIG —% -$946K -4,386 -100.0% SOLD
64 MSFT —% -$4M -7,839 -100.0% SOLD
65 VGSH —% -$319K -5,420 -100.0% SOLD
66 VTI —% -$996K -3,035 -100.0% SOLD
67 VTV —% -$293K -1,570 -100.0% SOLD
68 XLF —% -$359K -6,660 -100.0% SOLD
69 XLY —% -$416K -1,737 -100.0% SOLD
70 EIPI —% -$415K -20,921 -100.0% SOLD
71 CGCP —% -$218K -9,600 -100.0% SOLD
72 GGN —% -$134K -25,904 -100.0% SOLD
73 IBDR —% -$409K -16,831 -100.0% SOLD
74 NOBL —% -$606K -5,877 -100.0% SOLD
75 QCOM —% -$436K -2,620 -100.0% SOLD
76 QQQ —% -$1M -1,966 -100.0% SOLD
77 SPY —% -$928K -1,392 -100.0% SOLD
78 XLV —% -$1M -7,878 -100.0% SOLD
79 DIA —% -$529K -1,141 -100.0% SOLD
80 WMT —% -$776K -7,532 -100.0% SOLD
81 MLPA —% -$264K -5,445 -100.0% SOLD
82 GOOGL —% -$2M -9,504 -100.0% SOLD
83 GOOG —% -$241K -990 -100.0% SOLD
84 FTSM —% -$1M -18,717 -100.0% SOLD
85 BIL —% -$458K -4,995 -100.0% SOLD
86 BIZD —% -$200K -13,384 -100.0% SOLD
87 IHDG —% -$311K -6,749 -100.0% SOLD
88 JEPQ —% -$215K -3,740 -100.0% SOLD
89 PEP —% -$613K -4,362 -100.0% SOLD
90 NVDA —% -$2M -11,605 -100.0% SOLD
91 RDVY —% -$249K -3,709 -100.0% SOLD
92 SLQD —% -$245K -4,815 -100.0% SOLD
93 VO —% -$213K -725 -100.0% SOLD
94 SPYD —% -$379K -8,612 -100.0% SOLD
95 SRLN —% -$407K -9,777 -100.0% SOLD
96 XLK —% -$1M -4,945 -100.0% SOLD
97 XBI —% -$265K -2,640 -100.0% SOLD
98 CWB —% -$1M -12,558 -100.0% SOLD
99 FAPR —% -$201K -4,616 -100.0% SOLD
100 GDX —% -$425K -5,564 -100.0% SOLD

Sold Out Positions

SymbolValue% Port
ABT —%
T —%
CVX —%
CVS —%
LHX —%
XOM —%
NEE —%
SUN —%
MS —%
GS —%
HD —%
ABBV —%
BLK —%
MTB —%
MO —%
View SEC EDGAR Filings for L.M. KOHN & COMPANY →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms