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Home > Institutional Investor > L.m. Kohn & Company > Profile

Instuitional Investor - L.m. Kohn & Company

Fund Profile
Filing Period:
Fund Name: L.m. Kohn & Company
Portfolio Value $370,969,430
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 144,796 $29,707,765 8.01%
2.
Nvidia Corp
 NVDA 156,625 $24,745,147 6.67%
3.
German American Bancorp Inc.
 GABC 490,458 $18,887,538 5.09%
4.
Amazon Com Inc
 AMZN 77,836 $17,076,440 4.6%
5.
Costco Wholesale Corp W
 COST 13,598 $13,461,023 3.63%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)