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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 $313,286,334
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 187,354 $36,071,342 11.51%
2.
German American Bancorp Inc.
 GABC 517,457 $16,770,781 5.35%
3.
Amazon Com Inc
 AMZN 91,085 $13,839,455 4.41%
4.
Spdr Ser Tr Bloomberg 1-3 Mo
 127,834 $11,682,749 3.72%
5.
Costco Wholesale Corp W
 COST 15,731 $10,384,017 3.31%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)