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Showing Q3 2025 data
L.M. KOHN & COMPANY's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
L.M. KOHN & COMPANY
•CIK: 870260•Filing: Q3 2025
**L.M. KOHN & COMPANY** manages $83M across a diversified portfolio of 121 positions. The fund exhibits significant concentration in mega-cap technology and industrials, with top holdings including AAPL ($5.0M) and MSFT ($4.1M). Notable allocations also include PG ($3.5M), AMZN ($2.9M), and JPM ($2.5M). This structure suggests a core focus on established market leaders across technology, consumer staples, and financial services.
Total AUM
$83.2M
QoQ Performance
-77.6%
Positions
120
Top 10 Concentration
33.8%
Latest Filing
Q3 2025
Top Holdings Allocation
AAPL
AAPL6.0%
MSFT4.9%
PG4.2%
AMZN3.5%
JPM3.0%
GOOGL2.8%
NVDA2.6%
VOO2.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other46.8%
Technology20.6%
Consumer8.0%
Financial7.5%
ETF4.1%
Healthcare4.0%
Industrial3.1%
Consumer Staples1.7%
🚪 Exited Positionssold since Q2 2025
+157 more exited positions
Changes from Q2 2025
NEW3 new positions
↑12 increased
↓98 decreased
Historical Filings
Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023