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
Filing Details
13F-HR • 2025-03-31- 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
- Manager Name
- Lm-Kohn--Company
Data Enrichment
71% identified194 identified81 unidentified
Holdings
275 positions • $382.8M total value
Manager:
Search and click to pin securities to the top
Page 3 of 14
78464A805
Shares:22.1K
Value:$1.5M
% of Portfolio:0.4% ($1.5M/$382.8M)
33739Q408
Shares:23.3K
Value:$1.4M
% of Portfolio:0.4% ($1.4M/$382.8M)
Shares:7.8K
Value:$1.2M
% of Portfolio:0.3% ($1.2M/$382.8M)
78468R101
Shares:41.9K
Value:$1.2M
% of Portfolio:0.3% ($1.2M/$382.8M)
81752T486
Shares:46.9K
Value:$1.2M
% of Portfolio:0.3% ($1.2M/$382.8M)
46429B655
Shares:23.1K
Value:$1.2M
% of Portfolio:0.3% ($1.2M/$382.8M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 8.4K | All Managers (Combined) | $1.7M | 0.4% ($1.7M/$382.8M) | |||
| 9.7K | All Managers (Combined) | $1.7M | 0.4% ($1.7M/$382.8M) | |||
ServiceNow, Inc.(NOWcusip81762P102) | 1.9K | QoQ +1.09% (-21)YoY +5.65% (+104) | All Managers (Combined) | $1.5M | 0.4% ($1.5M/$382.8M) | |
| 19.1K | All Managers (Combined) | $1.5M | 0.4% ($1.5M/$382.8M) | |||
(cusip78464A805)✕ | 22.1K | All Managers (Combined) | $1.5M | 0.4% ($1.5M/$382.8M) | ||
Tesla, Inc.(TSLAcusip88160R101) | 5.5K | QoQ +6.54% (-338)YoY -7.60% (-453) | All Managers (Combined) | $1.4M | 0.4% ($1.4M/$382.8M) | |
SOUTHERN CO(SOcusip842587107) | 15.2K | All Managers (Combined) | $1.4M | 0.4% ($1.4M/$382.8M) | ||
QUALCOMM INC/DE(QCOMcusip747525103) | 9.1K | All Managers (Combined) | $1.4M | 0.4% ($1.4M/$382.8M) | ||
(cusip33739Q408)✕ | 23.3K | All Managers (Combined) | $1.4M | 0.4% ($1.4M/$382.8M) | ||
Walt Disney Co(DIScusip254687106) | 13.5K | All Managers (Combined) | $1.3M | 0.3% ($1.3M/$382.8M) | ||
| 2.1K | QoQ 0.00% (-0) | All Managers (Combined) | $1.3M | 0.3% ($1.3M/$382.8M) | ||
PAYCHEX INC(PAYXcusip704326107) | 8.2K | QoQ +0.21% (+18)YoY +2.48% (+199) | All Managers (Combined) | $1.3M | 0.3% ($1.3M/$382.8M) | |
| 2.3K | All Managers (Combined) | $1.3M | 0.3% ($1.3M/$382.8M) | |||
CHEVRON CORP(CVXcusip166764100) | 7.4K | QoQ +0.43% (+32)YoY +0.40% (+30) | All Managers (Combined) | $1.2M | 0.3% ($1.2M/$382.8M) | |
| 7.8K | QoQ -2.81% (-226)YoY +0.06% (+5) | All Managers (Combined) | $1.2M | 0.3% ($1.2M/$382.8M) | ||
(cusip78468R101)✕ | 41.9K | All Managers (Combined) | $1.2M | 0.3% ($1.2M/$382.8M) | ||
(cusip81752T486)✕ | 46.9K | QoQ NEW(+46.9K) YoY NEW(+46.9K) | All Managers (Combined) | $1.2M | 0.3% ($1.2M/$382.8M) | QoQ NEW(+$1.2M) YoY NEW(+$1.2M) |
| 16.2K | All Managers (Combined) | $1.2M | 0.3% ($1.2M/$382.8M) | |||
(cusip46429B655)✕ | 23.1K | YoY NEW(+23.1K) | All Managers (Combined) | $1.2M | 0.3% ($1.2M/$382.8M) | YoY NEW(+$1.2M) |
| 4.9K | QoQ -1.52% (-76)YoY +2.47% (-118) | All Managers (Combined) | $1.2M | 0.3% ($1.2M/$382.8M) |