L.M. Kohn & Company Portfolio Holdings
L.M. Kohn & Company
- $80.6 Million
- Q3 2025
L.M. Kohn & Company has filed its 13F form on November 04, 2025 for Q3 2025 where it was disclosed a total value porftolio of $80.6 Million distributed in 121 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $5M, Microsoft Corp with a value of $4.06M, Procter & Gamble CO with a value of $3.53M, Amazon Com Inc with a value of $2.91M, and Jpmorgan Chase & CO with a value of $2.54M.
Examining the 13F form we can see an decrease of $278M in the current position value, from $359M to 80.6M.
Below you can find more details about L.M. Kohn & Company portfolio as well as his latest detailed transactions.
Portfolio value
$80.6 Million
ETFs: $28.6 Million
Technology: $14.9 Million
Consumer Defensive: $8.32 Million
Financial Services: $7.96 Million
Industrials: $5.18 Million
Consumer Cyclical: $4.06 Million
Communication Services: $3.94 Million
Healthcare: $3.34 Million
Other: $4.33 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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