DOSSIER · 13F-HR · Q3 2025

L.M. KOHN & COMPANY

$83M in tracked AUM across 121 positions as of Q3 2025.

LK
CIK 0000870260 · last filed Sep 30, 2025
Total AUM
$83M
as of Q3 2025
Holdings
121
positions
Whale Score
36
36
tracked
Activity
no data
changes this Q
AI Analysis · Q3 2025

L.M. KOHN & COMPANY filed its latest 13F-HR for Q3 2025. See the latest holdings and position changes below.

Quarter at a glance — Q3 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2025.

#HoldingValueSharesWeight
01
AAPL
APPLE INC COM
$5M20K6.0%
02
MSFT
MICROSOFT CORP COM
$4M8K4.9%
03
PG
PROCTER AND GAMBLE CO COM
$4M23K4.2%
04
AMZN
AMAZON COM INC COM
$3M13K3.5%
05
JPM
JPMORGAN CHASE & CO. COM
$3M8K3.0%
06
GOOGL
ALPHABET INC CAP STK CL A
$2M10K2.8%
07
NVDA
NVIDIA CORPORATION COM
$2M12K2.6%
08
VOO
VANGUARD INDEX FDS S&P 500 ETF SHS
$2M3K2.6%
09
COST
COSTCO WHSL CORP NEW COM
$2M2K2.2%
10
BX
BLACKSTONE INC COM
$2M10K2.0%

Filing history

2025Q3Sep 30
$83M 77.6%
121 positionsView →
2025Q2Jun 30
$371M 3.1%
280 positionsLocked
2025Q1Mar 31
$383M 0.9%
275 positionsLocked
2024Q4Dec 31
$386M 2.1%
260 positionsLocked
2024Q3Sep 30
$394M 6.8%
285 positionsLocked
2024Q2Jun 30
$369M 3.8%
275 positionsLocked
2024Q1Mar 31
$356M 13.6%
273 positionsLocked
2023Q4Dec 31
$313M 14.3%
246 positionsLocked
2023Q3Sep 30
$274M 3.4%
238 positionsLocked
2023Q2Jun 30
$265M 9.8%
236 positionsLocked
2023Q1Mar 31
$241M 12.9%
222 positionsLocked
2022Q4Dec 31
$214M 4.7%
222 positionsLocked
Showing 12 of 15