Lm-Kohn--Company

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "GDX",
  null,
  null,
  "MPLX",
  "MMM",
  "ABT",
  "ABBV",
  "ADBE",
  "GOOGL",
  null,
  "T",
  "BLK",
  "AWP",
  "CAT",
  "AVGO",
  "LOW",
  "BME",
  "CMI",
  "MIN",
  "DUK",
  "ETY",
  null,
  "PDI",
  null,
  null,
  "FGB",
  "FITB",
  null,
  null,
  "GIS",
  "HON",
  "HD",
  "CHW",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MCD",
  null,
  null,
  null,
  "ETW",
  null,
  "GABC",
  "UNP",
  null,
  "GGN",
  "QCOM",
  null,
  "GLPI",
  "GNT",
  null,
  "BTO",
  "PCF",
  null,
  "AMAT",
  "EMR",
  "BKNG",
  null,
  "META",
  null,
  "IVW",
  "IJH",
  null,
  "CHI",
  "OXLC",
  null,
  "MCN",
  "MGF",
  "KMI",
  "LIN",
  "MCR",
  "STK",
  null,
  "MPC",
  "WDFC",
  null,
  "CIF",
  "MA",
  null,
  "MSFT",
  "MDLZ",
  "MS",
  null,
  "GE",
  "ORLY",
  null,
  "BX",
  "IJR",
  "KKR",
  "ORCL",
  "OKE",
  "PAYX",
  null,
  null,
  null,
  null,
  null,
  null,
  "IWF",
  "PANW",
  "PEP",
  "PNC",
  "IRM",
  "VGSH",
  "IVV",
  null,
  "UNH",
  "AAPL",
  "SPY",
  null,
  "NVDA",
  "GS",
  "ENB",
  "PLTR",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  null,
  "NRO",
  "AMGN",
  null,
  null,
  null,
  null,
  "NOW",
  "SHW",
  "O",
  "RTX",
  "GLD",
  null,
  null,
  "SPYG",
  null,
  null,
  "AMT",
  null,
  "RSG",
  "SPLG",
  null,
  "IBM",
  "SYK",
  "TXN",
  "TGT",
  "TMO",
  "TDG",
  "UBER",
  "UPS",
  "VNQ",
  "VO",
  "VXF",
  "SUN",
  null,
  "VWO",
  "FOF",
  null,
  null,
  "VIG",
  null,
  "GCV",
  null,
  "IEF",
  null,
  null,
  null,
  null,
  "TT",
  "MUSA",
  "AEE",
  "AFL",
  "AMD",
  "F",
  "DECK",
  "WM",
  null,
  "CAH",
  "AEP",
  "IPG",
  "AMZN",
  "NEA",
  "CHY",
  null,
  null,
  null,
  null,
  null,
  null,
  "VEU",
  "VUG",
  "VLO",
  "VEA",
  "VGK",
  "BNDX",
  "BND",
  "BSV",
  "VB",
  "VOO",
  "VTV",
  "V",
  "WMT",
  "WFC",
  "WMB",
  null,
  "YUM",
  null,
  "MTB",
  null,
  "SCHD",
  "ET",
  "SCHF",
  "NSC",
  null,
  "SO",
  null,
  "CRM",
  null,
  "SYY",
  "DIA",
  "MTUM",
  "GEV",
  "CHWY",
  null,
  "SPYV",
  null,
  null,
  null,
  null,
  "KMB",
  "AZO",
  "BRK-B",
  "BA",
  "BMY",
  "CM",
  "CPRI",
  "CASY",
  "CVX",
  "CMG",
  "CTAS",
  "CSCO",
  "KO",
  "CMCSA",
  "CL",
  "COST",
  "CRWD",
  "CVS",
  "CSX",
  "DE",
  "RSP",
  null,
  "NEE",
  "NKE",
  "QQQ",
  "IWM",
  "MDY",
  "DIS",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  "PH",
  "MO",
  "XLK",
  "VTI",
  "JPM",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-21
Total Holdings: 275
Total Value: 382817552
Accession Number: 0001214659-25-006185
Form Type: 13F-HR
CIK: lm-kohn--company
Manager Name: Lm-Kohn--Company

Data Enrichment

71% identified

194 identified81 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

275 positions • $382.8M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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37954Y186

Shares:20.3K

Value:$345.2K

% of Portfolio:0.1% ($345.2K/$382.8M)

Chewy, Inc.

CHWY|16679L109

Shares:10.4K

Value:$339.5K

% of Portfolio:0.1% ($339.5K/$382.8M)

78467V608

Shares:8.2K

Value:$339.3K

% of Portfolio:0.1% ($339.3K/$382.8M)

82889N699

Shares:11.4K

Value:$338.1K

% of Portfolio:0.1% ($338.1K/$382.8M)

THERMO FISHER SCIENTIFIC INC.

TMO|883556102

Shares:678

Value:$337.4K

% of Portfolio:0.1% ($337.4K/$382.8M)

Columbia Seligman Premium Technology Growth Fund, Inc.

STK|19842X109

Shares:11.9K

Value:$333.9K

% of Portfolio:0.1% ($333.9K/$382.8M)

33738R811

Shares:4.4K

Value:$331.9K

% of Portfolio:0.1% ($331.9K/$382.8M)

33741X102

Shares:9.7K

Value:$325.7K

% of Portfolio:0.1% ($325.7K/$382.8M)

45783Y822

Shares:18.2K

Value:$322.2K

% of Portfolio:0.1% ($322.2K/$382.8M)

464288687

Shares:10.3K

Value:$316.1K

% of Portfolio:0.1% ($316.1K/$382.8M)

464288646

Shares:6.0K

Value:$315.4K

% of Portfolio:0.1% ($315.4K/$382.8M)

Sunoco LP

SUN|86765K109

Shares:5.4K

Value:$313.5K

% of Portfolio:0.1% ($313.5K/$382.8M)

Mondelez International, Inc.

MDLZ|609207105

Shares:4.6K

Value:$311.8K

% of Portfolio:0.1% ($311.8K/$382.8M)

37954Y715

Shares:10.9K

Value:$310.7K

% of Portfolio:0.1% ($310.7K/$382.8M)

922042858

VWO|922042858

Shares:6.9K

Value:$310.7K

% of Portfolio:0.1% ($310.7K/$382.8M)

97717X594

Shares:7.1K

Value:$308.1K

% of Portfolio:0.1% ($308.1K/$382.8M)

WILLIAMS COMPANIES, INC.

WMB|969457100

Shares:5.1K

Value:$304.3K

% of Portfolio:0.1% ($304.3K/$382.8M)

ABBOTT LABORATORIES

ABT|002824100

Shares:2.3K

Value:$303.1K

% of Portfolio:0.1% ($303.1K/$382.8M)

KINDER MORGAN, INC.

KMI|49456B101

Shares:10.6K

Value:$302.1K

% of Portfolio:0.1% ($302.1K/$382.8M)

ONEOK INC /NEW/

OKE|682680103

Shares:3.0K

Value:$300.7K

% of Portfolio:0.1% ($300.7K/$382.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip37954Y186)✕	20.3K	QoQ +30.12% (+4.7K) YoY NEW(+20.3K)	All Managers (Combined)	$345.2K	0.1% ($345.2K/$382.8M)	QoQ +31.48% (+$82.7K) YoY NEW(+$345.2K)
Chewy, Inc.(CHWYcusip16679L109)	10.4K	QoQ +17.34% (+1.5K) YoY NEW(+10.4K)	All Managers (Combined)	$339.5K	0.1% ($339.5K/$382.8M)	QoQ +13.91% (+$41.5K) YoY NEW(+$339.5K)
(cusip78467V608)✕	8.2K	QoQ +0.09% (-8) YoY -6.61% (-584)	All Managers (Combined)	$339.3K	0.1% ($339.3K/$382.8M)	QoQ -1.33% (-$4.6K) YoY -8.78% (-$32.7K)
(cusip82889N699)✕	11.4K	QoQ NEW(+11.4K) YoY NEW(+11.4K)	All Managers (Combined)	$338.1K	0.1% ($338.1K/$382.8M)	QoQ NEW(+$338.1K) YoY NEW(+$338.1K)
THERMO FISHER SCIENTIFIC INC.(TMOcusip883556102)	678	QoQ -3.69% (-26) YoY -12.96% (-101)	All Managers (Combined)	$337.4K	0.1% ($337.4K/$382.8M)	QoQ -7.81% (-$28.6K) YoY -25.48% (-$115.4K)
Columbia Seligman Premium Technology Growth Fund, Inc.(STKcusip19842X109)	11.9K	QoQ +23.81% (+2.3K) YoY +15.89% (+1.6K)	All Managers (Combined)	$333.9K	0.1% ($333.9K/$382.8M)	QoQ +8.43% (+$26.0K) YoY +1.74% (+$5.7K)
(cusip33738R811)✕	4.4K	QoQ -0.06% (-3) YoY NEW(+4.4K)	All Managers (Combined)	$331.9K	0.1% ($331.9K/$382.8M)	QoQ -13.48% (-$51.7K) YoY NEW(+$331.9K)
(cusip33741X102)✕	9.7K	QoQ +15.61% (+1.3K) YoY -24.72% (-3.2K)	All Managers (Combined)	$325.7K	0.1% ($325.7K/$382.8M)	QoQ +8.04% (+$24.2K) YoY -27.57% (-$124.0K)
(cusip45783Y822)✕	18.2K	QoQ 0.00% (-0) YoY -1.03% (-190)	All Managers (Combined)	$322.2K	0.1% ($322.2K/$382.8M)	QoQ -2.79% (-$9.3K) YoY -9.75% (-$34.8K)
(cusip464288687)✕	10.3K	QoQ -11.77% (-1.4K) YoY -24.46% (-3.3K)	All Managers (Combined)	$316.1K	0.1% ($316.1K/$382.8M)	QoQ -13.76% (-$50.5K) YoY -27.98% (-$122.8K)
(cusip464288646)✕	6.0K	QoQ +0.01% (+1) YoY NEW(+6.0K)	All Managers (Combined)	$315.4K	0.1% ($315.4K/$382.8M)	QoQ +1.31% (+$4.1K) YoY NEW(+$315.4K)
Sunoco LP(SUNcusip86765K109)	5.4K	QoQ -15.62% (-1.0K) YoY -14.28% (-900)	All Managers (Combined)	$313.5K	0.1% ($313.5K/$382.8M)	QoQ -4.76% (-$15.7K) YoY -17.45% (-$66.3K)
Mondelez International, Inc.(MDLZcusip609207105)	4.6K	QoQ -5.35% (-260) YoY -5.00% (-242)	All Managers (Combined)	$311.8K	0.1% ($311.8K/$382.8M)	QoQ +7.51% (-$21.8K) YoY -7.91% (-$26.8K)
(cusip37954Y715)✕	10.9K	QoQ -5.87% (-682) YoY +2.66% (-283)	All Managers (Combined)	$310.7K	0.1% ($310.7K/$382.8M)	QoQ -16.16% (-$59.9K) YoY -8.15% (-$27.6K)
(VWOcusip922042858)	6.9K	QoQ -19.86% (-1.7K) YoY -14.77% (-1.2K)	All Managers (Combined)	$310.7K	0.1% ($310.7K/$382.8M)	QoQ -17.64% (-$66.6K) YoY -7.64% (-$25.7K)
(cusip97717X594)✕	7.1K	QoQ +4.16% (+284) YoY -3.05% (-224)	All Managers (Combined)	$308.1K	0.1% ($308.1K/$382.8M)	QoQ +3.99% (+$11.8K) YoY -8.41% (-$28.3K)
WILLIAMS COMPANIES, INC.(WMBcusip969457100)	5.1K	QoQ -4.12% (-219) YoY -16.74% (-1.0K)	All Managers (Combined)	$304.3K	0.1% ($304.3K/$382.8M)	QoQ +5.87% (-$16.9K) YoY +27.66% (-$66.0K)
ABBOTT LABORATORIES(ABTcusip002824100)	2.3K	QoQ +0.26% (+6) YoY +11.95% (+244)	All Managers (Combined)	$303.1K	0.1% ($303.1K/$382.8M)	QoQ +17.56% (+$45.3K) YoY +30.62% (+$71.1K)
KINDER MORGAN, INC.(KMIcusip49456B101)	10.6K	QoQ +0.50% (+53) YoY +5.50% (+552)	All Managers (Combined)	$302.1K	0.1% ($302.1K/$382.8M)	QoQ +4.65% (+$13.4K) YoY +64.12% (+$118.0K)
ONEOK INC /NEW/(OKEcusip682680103)	3.0K	QoQ +23.17% (+570) YoY NEW(+3.0K)	All Managers (Combined)	$300.7K	0.1% ($300.7K/$382.8M)	QoQ +21.72% (+$53.7K) YoY NEW(+$300.7K)