§ 13F · FUND PROFILE
L.M. KOHN & COMPANY.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $83M (13F)Positions · 121Turnover · — · Q3Filed · Nov 4, 2025
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$775K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q3 2025
FILED NOV 4, 2025
| # | Ticker | Name | Shares | $ value | % port | Δ Q3 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC COM | 20K | $5M | 6.0% | −86% |
| 2 | MSFT | MICROSOFT CORP COM | 8K | $4M | 4.9% | −69% |
| 3 | PG | PROCTER AND GAMBLE CO COM | 23K | $4M | 4.2% | −25% |
| 4 | AMZN | AMAZON COM INC COM | 13K | $3M | 3.5% | −83% |
| 5 | JPM | JPMORGAN CHASE & CO. COM | 8K | $3M | 3.0% | −55% |
| 6 | GOOGL | ALPHABET INC CAP STK CL A | 10K | $2M | 2.8% | −75% |
| 7 | NVDA | NVIDIA CORPORATION COM | 12K | $2M | 2.6% | −93% |
| 8 | VOO | VANGUARD INDEX FDS S&P 500 ETF SHS | 3K | $2M | 2.6% | −71% |
| 9 | COST | COSTCO WHSL CORP NEW COM | 2K | $2M | 2.2% | −86% |
| 10 | BX | BLACKSTONE INC COM | 10K | $2M | 2.0% | −26% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE L.M. SIGNAL
AC read
L.M. KOHN & COMPANY is a Other fund managing $83 million in assets. The fund runs a portfolio of 121 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed