Top 50 L.m. Kohn & Company Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC COM | 6.01% | 19.6K | $5.0M | -86.45%(-125.17K) | $167.89(+61.64%) | 2025-09-30 | |
| MSFT | MICROSOFT CORP COM | 4.88% | 7.8K | $4.1M | -69.05%(-17.49K) | $321.22(+51.29%) | 2025-09-30 | |
| PG | PROCTER AND GAMBLE CO COM | 4.25% | 23.0K | $3.5M | -24.58%(-7.50K) | $161.20(-9.55%) | 2025-09-30 | |
| AMZN | AMAZON COM INC COM | 3.5% | 13.2K | $2.9M | -82.98%(-64.59K) | $150.05(+50.87%) | 2025-09-30 | |
| JPM | JPMORGAN CHASE & CO. COM | 3.05% | 8.0K | $2.5M | -55.08%(-9.86K) | $150.87(+107.41%) | 2025-09-30 | |
| GOOGL | ALPHABET INC CAP STK CL A | 2.78% | 9.5K | $2.3M | -75.40%(-29.13K) | $134.24(+125.70%) | 2025-09-30 | |
| NVDA | NVIDIA CORPORATION COM | 2.6% | 11.6K | $2.2M | -92.59%(-145.02K) | $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) | $448.69(+38.90%) | 2025-09-30 | |
| COST | COSTCO WHSL CORP NEW COM | 2.17% | 2.0K | $1.8M | -85.63%(-11.64K) | $524.96(+63.72%) | 2025-09-30 | |
| BX | BLACKSTONE INC COM | 1.98% | 9.6K | $1.6M | -25.52%(-3.30K) | $101.77(+51.65%) | 2025-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +24.57% | +93.29% |
| Top 20 Holdings Unweighted | +25.22% | +96.33% |
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