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 4 of 14
02072L441
Shares:54.5K
Value:$1.1M
% of Portfolio:0.3% ($1.1M/$382.8M)
464285204
Shares:18.7K
Value:$1.1M
% of Portfolio:0.3% ($1.1M/$382.8M)
33734X200
Shares:45.2K
Value:$1.1M
% of Portfolio:0.3% ($1.1M/$382.8M)
52468L505
Shares:33.4K
Value:$1.1M
% of Portfolio:0.3% ($1.1M/$382.8M)
46138E362
Shares:20.4K
Value:$1.0M
% of Portfolio:0.3% ($1.0M/$382.8M)
78464A359
Shares:13.0K
Value:$996.2K
% of Portfolio:0.3% ($996.2K/$382.8M)
Shares:2.8K
Value:$995.3K
% of Portfolio:0.3% ($995.3K/$382.8M)
33939L407
Shares:25.5K
Value:$989.4K
% of Portfolio:0.3% ($989.4K/$382.8M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
Broadcom Inc.(AVGOcusip11135F101) | 6.9K | All Managers (Combined) | $1.1M | 0.3% ($1.1M/$382.8M) | ||
Alphabet Inc.(GOOGcusip02079K107) | 7.2K | QoQ -2.46% (-183)YoY -4.32% (-328) | All Managers (Combined) | $1.1M | 0.3% ($1.1M/$382.8M) | |
| 12.3K | All Managers (Combined) | $1.1M | 0.3% ($1.1M/$382.8M) | |||
(cusip02072L441)✕ | 54.5K | YoY NEW(+54.5K) | All Managers (Combined) | $1.1M | 0.3% ($1.1M/$382.8M) | YoY NEW(+$1.1M) |
(cusip464285204)✕ | 18.7K | QoQ NEW(+18.7K) YoY NEW(+18.7K) | All Managers (Combined) | $1.1M | 0.3% ($1.1M/$382.8M) | QoQ NEW(+$1.1M) YoY NEW(+$1.1M) |
COCA COLA CO(KOcusip191216100) | 15.3K | QoQ -2.49% (-393)YoY -1.45% (-227) | All Managers (Combined) | $1.1M | 0.3% ($1.1M/$382.8M) | |
SPDR GOLD TRUST(GLDcusip78463V107) | 3.8K | All Managers (Combined) | $1.1M | 0.3% ($1.1M/$382.8M) | ||
(cusip33734X200)✕ | 45.2K | All Managers (Combined) | $1.1M | 0.3% ($1.1M/$382.8M) | ||
(cusip52468L505)✕ | 33.4K | QoQ -0.20% (-68) | All Managers (Combined) | $1.1M | 0.3% ($1.1M/$382.8M) | |
| 4.6K | QoQ -0.96% (-45) | All Managers (Combined) | $1.1M | 0.3% ($1.1M/$382.8M) | ||
| 15.1K | All Managers (Combined) | $1.1M | 0.3% ($1.1M/$382.8M) | |||
| 4.4K | QoQ +0.02% (-1) | All Managers (Combined) | $1.0M | 0.3% ($1.0M/$382.8M) | ||
(cusip46138E362)✕ | 20.4K | QoQ -1.09% (-227)YoY +3.95% (+777) | All Managers (Combined) | $1.0M | 0.3% ($1.0M/$382.8M) | |
(cusip78464A359)✕ | 13.0K | All Managers (Combined) | $996.2K | 0.3% ($996.2K/$382.8M) | ||
| 2.8K | All Managers (Combined) | $995.3K | 0.3% ($995.3K/$382.8M) | |||
(cusip33939L407)✕ | 25.5K | All Managers (Combined) | $989.4K | 0.3% ($989.4K/$382.8M) | ||
ADOBE INC.(ADBEcusip00724F101) | 2.6K | All Managers (Combined) | $989.1K | 0.3% ($989.1K/$382.8M) | ||
DEERE & CO(DEcusip244199105) | 2.1K | All Managers (Combined) | $978.2K | 0.3% ($978.2K/$382.8M) | ||
| 5.7K | All Managers (Combined) | $973.4K | 0.3% ($973.4K/$382.8M) | |||
| 19.1K | All Managers (Combined) | $971.1K | 0.3% ($971.1K/$382.8M) |