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L.m. Kohn & Company

Portfolio Manager
L.m. Kohn & Company
Performance
+9.54% (2025 Q3)
AUM (13F)
$83.19M
# of Holdings
121
Performance Rank
Allocation (Top 20)
48.17%

L.m. Kohn & Company Holdings Map

Top 50 L.m. Kohn & Company Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
AAPL
APPLE INC COM
6.01%19.6K$5.0M
-86.45%(-125.17K)
2024-Q3: 174.1K shares2024-Q4: 171.8K shares2025-Q1: 168.0K shares2025-Q2: 144.8K shares2025-Q3: 19.6K shares
$167.89(+61.64%)
2025-09-30
MSFT
MICROSOFT CORP COM
4.88%7.8K$4.1M
-69.05%(-17.49K)
2024-Q3: 27.1K shares2024-Q4: 26.8K shares2025-Q1: 26.2K shares2025-Q2: 25.3K shares2025-Q3: 7.8K shares
$321.22(+51.29%)
2025-09-30
PG
PROCTER AND GAMBLE CO COM
4.25%23.0K$3.5M
-24.58%(-7.50K)
2024-Q3: 15.7K shares2024-Q4: 15.5K shares2025-Q1: 31.3K shares2025-Q2: 30.5K shares2025-Q3: 23.0K shares
$161.20(-9.55%)
2025-09-30
AMZN
AMAZON COM INC COM
3.5%13.2K$2.9M
-82.98%(-64.59K)
2024-Q3: 88.3K shares2024-Q4: 89.0K shares2025-Q1: 86.1K shares2025-Q2: 77.8K shares2025-Q3: 13.2K shares
$150.05(+50.87%)
2025-09-30
JPM
JPMORGAN CHASE & CO. COM
3.05%8.0K$2.5M
-55.08%(-9.86K)
2024-Q3: 18.0K shares2024-Q4: 18.0K shares2025-Q1: 18.4K shares2025-Q2: 17.9K shares2025-Q3: 8.0K shares
$150.87(+107.41%)
2025-09-30
GOOGL
ALPHABET INC CAP STK CL A
2.78%9.5K$2.3M
-75.40%(-29.13K)
2024-Q3: 44.8K shares2024-Q4: 45.5K shares2025-Q1: 44.8K shares2025-Q2: 38.6K shares2025-Q3: 9.5K shares
$134.24(+125.70%)
2025-09-30
NVDA
NVIDIA CORPORATION COM
2.6%11.6K$2.2M
-92.59%(-145.02K)
2024-Q3: 186.0K shares2024-Q4: 185.8K shares2025-Q1: 181.9K shares2025-Q2: 156.6K shares2025-Q3: 11.6K shares
$29.11(+499.51%)
2025-09-30
VOO
VANGUARD INDEX FDS S&P 500 ETF SHS
2.56%3.5K$2.1M
-70.63%(-8.36K)
2024-Q3: 9.7K shares2024-Q4: 11.3K shares2025-Q1: 12.9K shares2025-Q2: 11.8K shares2025-Q3: 3.5K shares
$448.69(+38.90%)
2025-09-30
COST
COSTCO WHSL CORP NEW COM
2.17%2.0K$1.8M
-85.63%(-11.64K)
2024-Q3: 15.5K shares2024-Q4: 15.5K shares2025-Q1: 14.6K shares2025-Q2: 13.6K shares2025-Q3: 2.0K shares
$524.96(+63.72%)
2025-09-30
BX
BLACKSTONE INC COM
1.98%9.6K$1.6M
-25.52%(-3.30K)
2024-Q3: 13.3K shares2024-Q4: 13.0K shares2025-Q1: 12.9K shares2025-Q2: 12.9K shares2025-Q3: 9.6K shares
$101.77(+51.65%)
2025-09-30

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