L.M. Kohn & Company Portfolio Holdings
L.M. Kohn & Company
- $359 Million
- Q2 2025
L.M. Kohn & Company has filed its 13F form on August 01, 2025 for Q2 2025 where it was disclosed a total value porftolio of $359 Million distributed in 280 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $29.7M, Nvidia Corp with a value of $24.7M, German American Bancorp, Inc. with a value of $18.9M, Amazon Com Inc with a value of $17.1M, and Costco Wholesale Corp with a value of $13.5M.
Examining the 13F form we can see an decrease of $14.1M in the current position value, from $373M to 359M.
Below you can find more details about L.M. Kohn & Company portfolio as well as his latest detailed transactions.
Portfolio value
$359 Million
ETFs: $111 Million
Technology: $85.9 Million
Financial Services: $54.8 Million
Consumer Cyclical: $30.6 Million
Consumer Defensive: $27.7 Million
Communication Services: $14 Million
Industrials: $12.3 Million
Healthcare: $9.58 Million
Other: $10.8 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Summary
- Portfolio
- No. of Stocks 280
- Current Value $359 Million
- Prior Value $373 Million
- Filing
- Period Q2 2025
- Filing Date August 01, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 38 stocks
- Additional Purchases 60 stocks
- Sold out of 0 stocks
- Reduced holdings in 158 stocks