LM

L.M. KOHN & COMPANY

13F
L.M. KOHN & COMPANY
Last update 2025-04-22 275 Stocks (27 new)
Value $383.00 Mil Turnover 9 %
Countries:
Top Holdings: AAPL(9.75%)NVDA(5.15%)GABC(4.80%)AMZN(4.28%)COST(3.61%)
Summary Stock Picks Current Portfolio
L.M. KOHN & COMPANY Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL
Apple Inc
168,032
37,325.0
-2.22%
9.750
-0.25%
0.000
-4.99%
-14.96%
3,172,966.9
Hardware
NVDA
NVIDIA Corp
181,859
19,709.9
-2.11%
5.150
-0.14%
0.000
+42.42%
+17.12%
3,834,943.3
Semiconductors
GABC
German American Bancorp Inc
490,458
18,392.2
+34.66%
4.800
+1.24%
1.310
+7.48%
+1.45%
1,507.1
Banks
AMZN
Amazon.com Inc
86,145
16,390.0
-3.21%
4.280
-0.16%
0.000
+12.20%
+0.24%
2,334,748.2
Retail - Cyclical
COST
Costco Wholesale Corp
14,620
13,827.2
-5.49%
3.610
-0.20%
0.000
+1.92%
+7.47%
435,654.2
Retail - Defensive
SPY
SPDR S&P 500 ETF Trust
20,214
11,307.6
+12.10%
2.950
+0.32%
0.000
+10.23%
+6.50%
638,123.7
 
MSFT
Microsoft Corp
26,237
9,849.0
-1.93%
2.570
-0.06%
0.000
+28.75%
+16.96%
3,650,048.0
Software
BRK.B
Berkshire Hathaway Inc
16,112
8,580.9
+0.83%
2.240
+0.02%
0.000
-10.64%
+6.00%
1,035,882.3
Insurance
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
77,752
7,132.1
-9.40%
1.860
-0.19%
0.010
+1.04%
+2.09%
42,762.3
 
GOOGL
Alphabet Inc
44,837
6,933.6
-1.55%
1.810
-0.03%
0.000
+13.89%
-5.41%
2,173,686.1
Interactive Media

L.M. KOHN & COMPANY's Historical Top Holdings Breakdowns

L.M. KOHN & COMPANY's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
GABC
German American Bancorp Inc
2025-03-31
Add
Add
+1.24%
●
37.38 ($39.36) 41.71
$40.21
2.16%
Add 34.66%
490,458
126,236
JNJ
Johnson & Johnson
2025-03-31
Add
Add
+0.97%
●
142.06 ($156.47) 167.7
$155.56
-0.58%
Add 186.9%
34,460
22,449
PG
Procter & Gamble Co
2025-03-31
Add
Add
+0.70%
●
158.56 ($167.49) 176.26
$161.20
-3.76%
Add 102.05%
31,276
15,797
BUXX
EA SERIES TRUST
2025-03-31
Reduce
Reduce
-0.50%
●
20.26 ($20.33) 20.4
$20.32
-0.05%
Reduce -63.72%
54,489
-95,684
QUAL
iShares MSCI USA Quality Factor ETF
2025-03-31
Sold Out
Sold Out
-0.42%
●
168.16 ($179.03) 186.21
$183.94
2.74%
Sold Out
0
-9,208
SPY
SPDR S&P 500 ETF Trust
2025-03-31
Add
Add
+0.32%
●
551.42 ($587.78) 612.93
$620.45
5.56%
Add 12.1%
20,214
2,182
CLOX
Eldridge AAA CLO ETF
2025-03-31
New Buy
New Buy
+0.31%
●
25.45 ($25.54) 25.67
$25.51
-0.12%
New holding
46,939
46,939
IAU
iShares Gold Trust
2025-03-31
New Buy
New Buy
+0.29%
●
49.74 ($54.09) 58.96
$63.31
17.05%
New holding
18,724
18,724
USFR
WisdomTree Floating Rate Treasury Fund
WisdomTree Floating Rate Treasury Fund
2025-03-31
Add
Add
+0.29%
●
50.29 ($50.4) 50.5
$50.31
-0.18%
Add 28.73%
100,100
22,340
AAPL
Apple Inc
2025-03-31
Reduce
Reduce
-0.25%
●
209.68 ($231.67) 247.1
$212.44
-8.30%
Reduce -2.22%
168,032
-3,817

L.M. KOHN & COMPANY Total Holding History ($B)

To

L.M. KOHN & COMPANY's Asset Allocation

To

L.M. KOHN & COMPANY Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

L.M. KOHN & COMPANY's Hypothetical Growth since 2025-03-31

L.M. KOHN & COMPANY's Yearly Returns

Year Portfolio % % Excess Gain %

L.M. KOHN & COMPANY's Holdings Heat Map

Size field:

L.M. KOHN & COMPANY's Holdings Bubble Chart

L.M. KOHN & COMPANY News

  • 1

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