L.M. Kohn & Company Purchases in Q2 2025

L.M. Kohn & Company

  • $359 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
4.72K
+ 33.14%
$12.25 - $15.47 $57.8K - $73K
19K $293K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
76
+ 0.56%
$45.98 - $56.15 $3.49K - $4.27K
13.6K $765K
CM
Canadian Imperial Bank Of Commerce

Financial Services
230
+ 5.96%
$54.6 - $70.83 $12.6K - $16.3K
4.09K $289K
SMDV
Proshares Tr Russell 2000 Divi

ETFs
1.17K
+ 13.63%
$58.95 - $66.19 $69.2K - $77.7K
9.79K $636K
STK
Columbia Seligman Premium Technology Growth Fund, Inc.

Financial Services
1.32K
+ 11.08%
$24.54 - $30.41 $32.4K - $40.2K
13.3K $403K
SRLN
Ssga Active Trust

ETFs
1.52K
+ 18.38%
$39.47 - $41.59 $59.8K - $63.1K
9.77K $406K
BOTZ
Global X Fds

ETFs
589
+ 5.4%
$24.51 - $32.65 $14.4K - $19.2K
11.5K $375K
CHI
Calamos Convertible Opportunities & Income Fund

Financial Services
100
+ 0.19%
$8.65 - $10.52 $865 - $1.05K
51.6K $543K
CTAS
Cintas Corp

Industrials
29
+ 1.29%
$190.11 - $227.66 $5.51K - $6.6K
2.27K $506K
T
At&T Inc.

Communication Services
1.01K
+ 5.1%
$26.33 - $28.94 $26.7K - $29.3K
20.9K $604K
AOA
Ishares Tr Core Aggressive All

ETFs
221
+ 7.28%
$69.46 - $83.4 $15.4K - $18.4K
3.26K $271K
XLU
Utilities Sector Spdr

ETFs
2
+ 0.02%
$73.09 - $82.77 $146 - $166
12.2K $995K
JEPI
J P Morgan Exchange Traded Fd

ETFs
632
+ 13.02%
$51.14 - $57.0 $32.3K - $36K
5.49K $311K
CVS
Cvs Health Corp

Healthcare
381
+ 9.9%
$60.04 - $70.18 $22.9K - $26.7K
4.23K $291K
CHW
Calamos Global Dynamic Income Fund

Financial Services
947
+ 4.05%
$5.59 - $7.13 $5.29K - $6.75K
24.3K $173K
XLP
Consumer Staples Sector Spdr

ETFs
241
+ 2.18%
N/A
11.3K $857K
KMI
Kinder Morgan, Inc.

Energy
360
+ 3.4%
$25.21 - $29.4 $9.08K - $10.6K
10.9K $321K
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
1.02K
+ 14.66%
$45.92 - $50.78 $47K - $51.9K
8K $373K
KMB
Kimberly Clark Corp

Consumer Defensive
287
+ 18.93%
$126.84 - $145.22 $36.4K - $41.7K
1.8K $232K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
94
+ 3.52%
$69.8 - $85.28 $6.56K - $8.02K
2.77K $229K
LVHI
Franklin International Low Vol

ETFs
152
+ 0.46%
$28.91 - $33.28 $4.39K - $5.06K
33.5K $1.09M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
202
+ 1.17%
$42.72 - $44.24 $8.63K - $8.94K
17.4K $765K
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
2
+ 0.02%
$72.71 - $82.56 $145 - $165
8.59K $700K
GCV
Gabelli Convertible & Income Securities Fund Inc

Financial Services
1.44K
+ 5.0%
$3.25 - $3.85 $4.68K - $5.54K
30.3K $115K
GNT
Gamco Natural Resources, Gold & Income Trust

Financial Services
95
+ 0.51%
$5.32 - $6.56 $505 - $623
18.8K $118K
MCR
Mfs Charter Income Trust

Financial Services
138
+ 0.4%
$5.89 - $6.36 $813 - $878
34.8K $221K
AEE
Ameren Corp

Utilities
176
+ 6.22%
$94.23 - $101.68 $16.6K - $17.9K
3.01K $288K
CL
Colgate Palmolive CO

Consumer Defensive
91
+ 3.94%
$87.57 - $96.0 $7.97K - $8.74K
2.4K $218K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
1.17K
+ 5.73%
$44.37 - $50.04 $52K - $58.6K
21.6K $1.03M
MIN
Mfs Intermediate Income Trust

Financial Services
113
+ 0.44%
$2.63 - $2.72 $297 - $307
25.7K $69K
Ea Series Trust Strive Enhanced
45.2K
+ 82.88%
N/A
99.6K $0
Fidelity Wise Origin Bitcoin Shs
3.23K
+ 39.11%
N/A
11.5K $0
VUSB
Vanguard Bd Index Fds
4.56K
New
N/A
4.56K $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
13.5K
New
N/A
13.5K $0
First Tr Exchange Traded Fd Vest Investment
14.3K
New
N/A
14.3K $0
Wisdomtree Tr Us Quality Grow
1.38K
+ 3.62%
N/A
39.6K $0
First Tr Exchng Traded Fd Vi Ft Energy Income
7.54K
+ 55.94%
N/A
21K $0
Venture Global Inc Com Cl A
14.3K
New
N/A
14.3K $0
First Tr Exchng Traded Fd Vi Vest Us Equity B
9.83K
New
N/A
9.83K $0
Series Portfolios Tr Eldridge Aaa Clo
22K
+ 46.76%
N/A
68.9K $0
CTA
Simplify Exch Traded Fds Simpl

ETFs
897
+ 7.85%
$26.61 - $29.9 $23.9K - $26.8K
12.3K $329K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
140
+ 1.46%
$24.32 - $27.87 $3.4K - $3.9K
9.71K $257K
TMO
Thermo Fisher Scientific Inc.

Healthcare
116
+ 17.11%
$390.26 - $489.06 $45.3K - $56.7K
794 $321K
CPRI
Capri Holdings LTD

Consumer Cyclical
130
+ 0.91%
$12.48 - $19.63 $1.62K - $2.55K
14.4K $255K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
8
+ 0.05%
$22.66 - $26.12 $181 - $209
15.9K $388K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
9.18K
+ 1379.7%
$87.84 - $1441.89 $806K - $13.2M
9.84K $886K
XLV
Select Sector Spdr Fund Health

ETFs
48
+ 0.73%
$128.77 - $144.3 $6.18K - $6.93K
6.64K $895K
Activity Summary
Buys All Purchases 98 New Holdings 38 Increased Positions 60 Sells All Sells 158 Reductions 158 Sold out 0 Options Calls 0 Puts 0
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