StockDriftsStockDriftsTop 50 Kenfarb & Co. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC COM | 4.9% | 31.3K | $5.4M | -0.18%(-55) | — | 2023-09-30 | |
| MSFT | MICROSOFT CORP | 4.86% | 16.8K | $5.3M | -4.04%(-710) | — | 2023-09-30 | |
| INTU | INTUIT | 4.3% | 9.2K | $4.7M | -2.02%(-190) | — | 2023-09-30 | |
| ACN | ACCENTURE PLC IRELAND SHS | 3.79% | 13.5K | $4.1M | -1.28%(-175) | — | 2023-09-30 | |
| ADP | AUTOMATIC DATA PROCESSING IN | 2.93% | 13.3K | $3.2M | -2.13%(-290) | — | 2023-09-30 | |
| GOOG | ALPHABET INC | 2.88% | 23.9K | $3.2M | -0.83%(-200) | — | 2023-09-30 | |
| COST | COSTCO WHSL CORP NEW | 2.67% | 5.2K | $2.9M | +0.00%(+0) | — | 2023-09-30 | |
| MA | MASTERCARD INCORPORATED | 2.66% | 7.4K | $2.9M | -6.37%(-501) | — | 2023-09-30 | |
| TMO | THERMO FISHER SCIENTIFIC INC | 2.05% | 4.4K | $2.2M | -0.67%(-30) | — | 2023-09-30 | |
| CHD | CHURCH & DWIGHT CO INC | 1.96% | 23.3K | $2.1M | -0.85%(-200) | — | 2023-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Kenfarb & Co. reports $109.38M in US-listed equity holdings across 213 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (4.9%), MSFT (4.9%) and INTU (4.3%). Figures reflect the Q3 2023 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Kenfarb & Co.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1908904). View Kenfarb & Co.’s 13F filings on SEC