Kenfarb & Co. as of Sept. 30, 2022
Portfolio Holdings for Kenfarb & Co.
Kenfarb & Co. holds 233 positions in its portfolio as reported in the September 2022 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Apple (AAPL) | 5.0 | $5.3M | 38k | 138.21 | |
Microsoft Corporation (MSFT) | 4.2 | $4.4M | 19k | 232.91 | |
Intuit (INTU) | 3.8 | $4.0M | 10k | 387.27 | |
Accenture Plc Ireland Shs Cl A (ACN) | 3.5 | $3.7M | 15k | 257.30 | |
Automatic Data Processing (ADP) | 3.2 | $3.3M | 15k | 226.19 | |
Nextera Energy (NEE) | 3.0 | $3.1M | 40k | 78.39 | |
Mastercard Incorporated Cl A (MA) | 2.6 | $2.7M | 9.4k | 284.28 | |
Costco Wholesale Corporation (COST) | 2.4 | $2.6M | 5.4k | 472.32 | |
Alphabet Cap Stk Cl C (GOOG) | 2.3 | $2.5M | 26k | 96.14 | |
Thermo Fisher Scientific (TMO) | 2.2 | $2.3M | 4.6k | 507.13 | |
Abbott Laboratories (ABT) | 2.0 | $2.2M | 22k | 96.77 | |
Northrop Grumman Corporation (NOC) | 2.0 | $2.1M | 4.4k | 470.24 | |
Ishares Tr Gov Cred Bd Etf (GBF) | 1.9 | $2.0M | 20k | 101.87 | |
Sherwin-Williams Company (SHW) | 1.9 | $2.0M | 9.7k | 204.79 | |
Home Depot (HD) | 1.9 | $2.0M | 7.1k | 275.87 | |
Wec Energy Group (WEC) | 1.8 | $1.9M | 21k | 89.45 | |
Lockheed Martin Corporation (LMT) | 1.7 | $1.8M | 4.7k | 386.18 | |
Church & Dwight (CHD) | 1.7 | $1.8M | 25k | 71.45 | |
Roper Industries (ROP) | 1.6 | $1.7M | 4.7k | 359.58 | |
Eversource Energy (ES) | 1.6 | $1.7M | 22k | 77.98 | |
Illinois Tool Works (ITW) | 1.5 | $1.6M | 8.9k | 180.61 | |
Canadian Natl Ry (CNI) | 1.5 | $1.6M | 14k | 108.02 | |
Steris Shs Usd (STE) | 1.5 | $1.5M | 9.2k | 166.29 | |
Danaher Corporation (DHR) | 1.4 | $1.5M | 5.8k | 258.23 | |
Abbvie (ABBV) | 1.4 | $1.5M | 11k | 134.22 | |
Eli Lilly & Co. (LLY) | 1.4 | $1.4M | 4.4k | 323.41 | |
Vanguard World Fds Inf Tech Etf (VGT) | 1.3 | $1.4M | 4.6k | 307.38 | |
Guggenheim Bld Amr Bds Mng D (GBAB) | 1.1 | $1.2M | 78k | 15.43 | |
Amgen (AMGN) | 1.1 | $1.2M | 5.2k | 225.45 | |
Oracle Corporation (ORCL) | 1.1 | $1.1M | 19k | 61.03 | |
Jack Henry & Associates (JKHY) | 1.0 | $1.1M | 6.0k | 182.23 | |
Exxon Mobil Corporation (XOM) | 1.0 | $1.1M | 12k | 87.32 | |
Honeywell International (HON) | 1.0 | $1.0M | 6.2k | 166.99 | |
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) | 0.9 | $969k | 13k | 73.27 | |
Union Pacific Corporation (UNP) | 0.9 | $931k | 4.8k | 194.89 | |
McDonald's Corporation (MCD) | 0.8 | $888k | 3.9k | 230.65 | |
IDEX Corporation (IEX) | 0.8 | $858k | 4.3k | 199.77 | |
Ishares Tr Ishs 5-10 Yr Invt (IGIB) | 0.8 | $838k | 17k | 48.27 | |
Xcel Energy (XEL) | 0.8 | $825k | 13k | 64.03 | |
Ishares Tr Expanded Tech (IGV) | 0.8 | $803k | 3.2k | 250.16 | |
Ecolab (ECL) | 0.7 | $748k | 5.2k | 144.49 | |
UnitedHealth (UNH) | 0.7 | $736k | 1.5k | 505.15 | |
FactSet Research Systems (FDS) | 0.7 | $706k | 1.8k | 400.00 | |
Synopsys (SNPS) | 0.6 | $674k | 2.2k | 305.67 | |
Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.6 | $663k | 2.5k | 267.45 | |
Texas Instruments Incorporated (TXN) | 0.6 | $655k | 4.2k | 154.66 | |
Vanguard Specialized Funds Div App Etf (VIG) | 0.6 | $638k | 4.7k | 135.17 | |
Marsh & McLennan Companies (MMC) | 0.6 | $602k | 4.0k | 149.19 | |
Ensign (ENSG) | 0.6 | $596k | 7.5k | 79.47 | |
Chevron Corporation (CVX) | 0.5 | $575k | 4.0k | 143.75 | |
Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.5 | $573k | 8.7k | 65.52 | |
CSX Corporation (CSX) | 0.5 | $566k | 21k | 26.64 | |
Mettler-Toledo International (MTD) | 0.5 | $555k | 512.00 | 1083.98 | |
Purecycle Technologies (PCT) | 0.5 | $534k | 66k | 8.07 | |
Mccormick & Co Com Non Vtg (MKC) | 0.5 | $533k | 7.5k | 71.30 | |
Pfizer (PFE) | 0.5 | $512k | 12k | 43.76 | |
Amazon (AMZN) | 0.5 | $504k | 4.5k | 113.00 | |
Atmos Energy Corporation (ATO) | 0.5 | $502k | 4.9k | 101.91 | |
Merck & Co (MRK) | 0.5 | $499k | 5.8k | 86.03 | |
Watsco, Incorporated (WSO) | 0.5 | $488k | 1.9k | 257.52 | |
JPMorgan Chase & Co. (JPM) | 0.5 | $480k | 4.6k | 104.53 | |
Procter & Gamble Company (PG) | 0.4 | $456k | 3.6k | 126.21 | |
Cdw (CDW) | 0.4 | $431k | 2.8k | 156.16 | |
Visa Com Cl A (V) | 0.4 | $428k | 2.4k | 177.74 | |
Johnson & Johnson (JNJ) | 0.4 | $424k | 2.6k | 163.39 | |
Rollins (ROL) | 0.4 | $404k | 12k | 34.68 | |
Zoetis Cl A (ZTS) | 0.4 | $401k | 2.7k | 148.24 | |
PPL Corporation (PPL) | 0.4 | $375k | 15k | 25.34 | |
L3harris Technologies (LHX) | 0.3 | $350k | 1.7k | 207.72 | |
Kellogg Company (K) | 0.3 | $348k | 5.0k | 69.60 | |
Bce Com New (BCE) | 0.3 | $348k | 8.3k | 41.93 | |
American Tower Reit (AMT) | 0.3 | $346k | 1.6k | 214.91 | |
Unilever Spon Adr New (UL) | 0.3 | $342k | 7.8k | 43.85 | |
Ishares Tr Us Hlthcare Etf (IYH) | 0.3 | $336k | 1.3k | 253.20 | |
Novartis Sponsored Adr (NVS) | 0.3 | $319k | 4.2k | 75.95 | |
Alliant Energy Corporation (LNT) | 0.3 | $313k | 5.9k | 53.01 | |
S&p Global (SPGI) | 0.3 | $303k | 994.00 | 304.83 | |
Nordic American Tanker Shippin (NAT) | 0.3 | $302k | 113k | 2.67 | |
Altria (MO) | 0.3 | $295k | 7.3k | 40.41 | |
Southern Company (SO) | 0.3 | $295k | 4.3k | 67.89 | |
Mfs Multimarket Income Tr Sh Ben Int (MMT) | 0.3 | $288k | 68k | 4.24 | |
Shell Spon Ads (SHEL) | 0.3 | $279k | 5.6k | 49.82 | |
At&t (T) | 0.3 | $278k | 18k | 15.34 | |
GSK Sponsored Adr (GSK) | 0.3 | $275k | 9.4k | 29.38 | |
Pepsi (PEP) | 0.3 | $274k | 1.7k | 163.39 | |
Fifth Third Ban (FITB) | 0.2 | $262k | 8.2k | 31.95 | |
American Electric Power Company (AEP) | 0.2 | $243k | 2.8k | 86.54 | |
WD-40 Company (WDFC) | 0.2 | $239k | 1.4k | 175.74 | |
Verizon Communications (VZ) | 0.2 | $239k | 6.3k | 37.94 | |
American Express Company (AXP) | 0.2 | $236k | 1.8k | 134.86 | |
Boeing Company (BA) | 0.2 | $230k | 1.9k | 121.05 | |
Becton, Dickinson and (BDX) | 0.2 | $223k | 1.0k | 223.00 | |
Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $206k | 940.00 | 219.15 | |
Intel Corporation (INTC) | 0.2 | $200k | 7.8k | 25.81 | |
Novo-nordisk A S Adr (NVO) | 0.2 | $199k | 2.0k | 99.50 | |
BP Sponsored Adr (BP) | 0.2 | $183k | 6.4k | 28.59 | |
Suburban Propane Partners L Unit Ltd Partn (SPH) | 0.2 | $178k | 12k | 15.08 | |
Paramount Global Class B Com (PARA) | 0.2 | $175k | 9.2k | 19.02 | |
Vodafone Group Sponsored Adr (VOD) | 0.2 | $170k | 15k | 11.33 | |
Ishares Tr S&p 500 Grwt Etf (IVW) | 0.2 | $169k | 2.9k | 57.88 | |
United Parcel Service CL B (UPS) | 0.2 | $162k | 1.0k | 162.00 | |
D.R. Horton (DHI) | 0.2 | $159k | 2.4k | 67.52 | |
Martin Marietta Materials (MLM) | 0.1 | $156k | 484.00 | 322.31 | |
Charter Communications Inc N Cl A (CHTR) | 0.1 | $152k | 500.00 | 304.00 | |
Adobe Systems Incorporated (ADBE) | 0.1 | $152k | 554.00 | 274.37 | |
Intercontinental Exchange (ICE) | 0.1 | $146k | 1.6k | 90.40 | |
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.1 | $145k | 3.2k | 45.09 | |
Ishares Tr Us Treas Bd Etf (GOVT) | 0.1 | $144k | 6.3k | 22.83 | |
Marathon Petroleum Corp (MPC) | 0.1 | $139k | 1.4k | 99.29 | |
Repligen Corporation (RGEN) | 0.1 | $131k | 700.00 | 187.14 | |
International Business Machines (IBM) | 0.1 | $131k | 1.1k | 119.09 | |
Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.1 | $127k | 1.2k | 102.83 | |
Enbridge (ENB) | 0.1 | $126k | 3.4k | 37.06 | |
Canadian Pacific Railway | 0.1 | $120k | 1.8k | 66.67 | |
Dover Corporation (DOV) | 0.1 | $117k | 1.0k | 117.00 | |
First Tr Exchange-traded Ny Arca Biotech (FBT) | 0.1 | $115k | 874.00 | 131.58 | |
Biolife Solutions Com New (BLFS) | 0.1 | $114k | 5.0k | 22.80 | |
Colgate-Palmolive Company (CL) | 0.1 | $105k | 1.5k | 70.00 | |
First Tr Exchange-traded Dj Internt Idx (FDN) | 0.1 | $95k | 750.00 | 126.67 | |
Dow (DOW) | 0.1 | $88k | 2.0k | 44.00 | |
AllianceBernstein Global Hgh Incm (AWF) | 0.1 | $88k | 9.9k | 8.88 | |
Weyerhaeuser Co Mtn Be Com New (WY) | 0.1 | $86k | 3.0k | 28.67 | |
Prudential Financial (PRU) | 0.1 | $86k | 1.0k | 86.00 | |
Duke Energy Corp Com New (DUK) | 0.1 | $79k | 845.00 | 93.49 | |
Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $76k | 361.00 | 210.53 | |
Walt Disney Company (DIS) | 0.1 | $72k | 759.00 | 94.86 | |
Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $72k | 529.00 | 136.11 | |
Haleon Spon Ads (HLN) | 0.1 | $71k | 12k | 6.07 | |
Dominion Resources (D) | 0.1 | $69k | 1.0k | 68.79 | |
Kinder Morgan (KMI) | 0.1 | $67k | 4.0k | 16.75 | |
Rockwell Automation (ROK) | 0.1 | $67k | 310.00 | 216.13 | |
Totalenergies Se Sponsored Adr (TTE) | 0.1 | $65k | 1.4k | 46.43 | |
Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $62k | 1.0k | 62.00 | |
Legacy Housing Corp (LEGH) | 0.1 | $60k | 3.5k | 17.14 | |
Sanofi Sponsored Adr (SNY) | 0.1 | $57k | 1.5k | 38.00 | |
Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $57k | 600.00 | 95.00 | |
Ark Etf Tr Innovation Etf (ARKK) | 0.1 | $53k | 1.4k | 37.86 | |
Stryker Corporation (SYK) | 0.0 | $51k | 250.00 | 204.00 | |
Philip Morris International (PM) | 0.0 | $50k | 600.00 | 83.33 | |
Warner Brothers Discovery Com Ser A (WBD) | 0.0 | $50k | 4.4k | 11.42 | |
Ford Motor Company (F) | 0.0 | $49k | 4.4k | 11.14 | |
Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.0 | $47k | 459.00 | 102.40 | |
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.0 | $43k | 906.00 | 47.46 | |
Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $39k | 275.00 | 141.82 | |
General Electric Com New (GE) | 0.0 | $39k | 625.00 | 62.40 | |
Waters Corporation (WAT) | 0.0 | $35k | 130.00 | 269.23 | |
Ashland (ASH) | 0.0 | $35k | 365.00 | 95.89 | |
Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $30k | 289.00 | 103.81 | |
Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.0 | $30k | 422.00 | 71.09 | |
Etf Ser Solutions Defiance Next (SIXG) | 0.0 | $29k | 1.0k | 29.00 | |
Anthem (ELV) | 0.0 | $28k | 62.00 | 451.61 | |
Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $28k | 345.00 | 81.16 | |
City Holding Company (CHCO) | 0.0 | $27k | 300.00 | 90.00 | |
Ishares Tr Msci Usa Mmentm (MTUM) | 0.0 | $26k | 202.00 | 128.71 | |
Target Corporation (TGT) | 0.0 | $24k | 160.00 | 150.00 | |
Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $23k | 351.00 | 65.53 | |
Medtronic SHS (MDT) | 0.0 | $23k | 281.00 | 81.85 | |
Invesco Acticely Mngd Etc Optimum Yield (PDBC) | 0.0 | $23k | 1.4k | 16.41 | |
Coca-Cola Company (KO) | 0.0 | $22k | 400.00 | 55.00 | |
Ishares Tr Tips Bd Etf (TIP) | 0.0 | $21k | 200.00 | 105.00 | |
ConocoPhillips (COP) | 0.0 | $21k | 208.00 | 100.96 | |
First Tr Exchange-traded No Amer Energy (EMLP) | 0.0 | $20k | 788.00 | 25.38 | |
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) | 0.0 | $19k | 476.00 | 39.92 | |
Occidental Petroleum Corporation (OXY) | 0.0 | $19k | 312.00 | 60.90 | |
Ishares Tr Jpmorgan Usd Emg (EMB) | 0.0 | $18k | 222.00 | 81.08 | |
Spdr Ser Tr S&p Divid Etf (SDY) | 0.0 | $18k | 164.00 | 109.76 | |
Franklin Bsp Rlty Tr Common Stock (FBRT) | 0.0 | $18k | 1.6k | 10.95 | |
Starbucks Corporation (SBUX) | 0.0 | $15k | 175.00 | 85.71 | |
CVS Caremark Corporation (CVS) | 0.0 | $14k | 148.00 | 94.59 | |
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 0.0 | $14k | 289.00 | 48.44 | |
Wal-Mart Stores (WMT) | 0.0 | $13k | 102.00 | 127.45 | |
Clorox Company (CLX) | 0.0 | $13k | 104.00 | 125.00 | |
CMS Energy Corporation (CMS) | 0.0 | $12k | 200.00 | 60.00 | |
Nrg Energy Com New (NRG) | 0.0 | $11k | 300.00 | 36.67 | |
Valero Energy Corporation (VLO) | 0.0 | $11k | 100.00 | 110.00 | |
Fidelity National Information Services (FIS) | 0.0 | $10k | 132.00 | 75.76 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.0 | $10k | 38.00 | 263.16 | |
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $10k | 77.00 | 129.87 | |
Invesco Exchange Traded Fd T S&p500 Pur Val (RPV) | 0.0 | $10k | 139.00 | 71.94 | |
Lowe's Companies (LOW) | 0.0 | $9.0k | 46.00 | 195.65 | |
Ishares Tr Rus 2000 Gr Etf (IWO) | 0.0 | $9.0k | 45.00 | 200.00 | |
Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $9.0k | 120.00 | 75.00 | |
Pvh Corporation (PVH) | 0.0 | $9.0k | 200.00 | 45.00 | |
Broadcom (AVGO) | 0.0 | $9.0k | 21.00 | 428.57 | |
Baxter International (BAX) | 0.0 | $9.0k | 164.00 | 54.88 | |
Comcast Corp Cl A (CMCSA) | 0.0 | $9.0k | 315.00 | 28.57 | |
Hp (HPQ) | 0.0 | $8.0k | 304.00 | 26.32 | |
Phillips 66 (PSX) | 0.0 | $8.0k | 104.00 | 76.92 | |
Ciena Corp Com New (CIEN) | 0.0 | $8.0k | 200.00 | 40.00 | |
Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $8.0k | 64.00 | 125.00 | |
Dropbox Cl A (DBX) | 0.0 | $8.0k | 400.00 | 20.00 | |
Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $7.0k | 78.00 | 89.74 | |
Hca Holdings (HCA) | 0.0 | $7.0k | 39.00 | 179.49 | |
Haemonetics Corporation (HAE) | 0.0 | $7.0k | 100.00 | 70.00 | |
Alcoa (AA) | 0.0 | $7.0k | 200.00 | 35.00 | |
Bj's Wholesale Club Holdings (BJ) | 0.0 | $7.0k | 100.00 | 70.00 | |
Linde SHS | 0.0 | $6.0k | 21.00 | 285.71 | |
Regions Financial Corporation (RF) | 0.0 | $6.0k | 300.00 | 20.00 | |
Gilead Sciences (GILD) | 0.0 | $6.0k | 100.00 | 60.00 | |
Wynn Resorts (WYNN) | 0.0 | $6.0k | 100.00 | 60.00 | |
Delta Air Lines Inc Del Com New (DAL) | 0.0 | $6.0k | 200.00 | 30.00 | |
Southwest Airlines (LUV) | 0.0 | $6.0k | 200.00 | 30.00 | |
MetLife (MET) | 0.0 | $6.0k | 100.00 | 60.00 | |
Urban Outfitters (URBN) | 0.0 | $6.0k | 300.00 | 20.00 | |
Ally Financial (ALLY) | 0.0 | $6.0k | 200.00 | 30.00 | |
Welltower Inc Com reit (WELL) | 0.0 | $6.0k | 100.00 | 60.00 | |
Embecta Corp Common Stock (EMBC) | 0.0 | $6.0k | 200.00 | 30.00 | |
Boyd Gaming Corporation (BYD) | 0.0 | $5.0k | 100.00 | 50.00 | |
Freeport Mcmoran CL B (FCX) | 0.0 | $5.0k | 200.00 | 25.00 | |
Oneok (OKE) | 0.0 | $5.0k | 100.00 | 50.00 | |
Knight-swift Transn Hldgs In Cl A (KNX) | 0.0 | $5.0k | 100.00 | 50.00 | |
Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $5.0k | 100.00 | 50.00 | |
Apollo Global Mgmt (APO) | 0.0 | $5.0k | 100.00 | 50.00 | |
MasTec (MTZ) | 0.0 | $5.0k | 85.00 | 58.82 | |
Ishares Tr Core Msci Emkt (IEMG) | 0.0 | $5.0k | 110.00 | 45.45 | |
Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $4.0k | 77.00 | 51.95 | |
First Tr Exchange-traded Cloud Computing (SKYY) | 0.0 | $4.0k | 70.00 | 57.14 | |
Hewlett Packard Enterprise (HPE) | 0.0 | $4.0k | 304.00 | 13.16 | |
Iqvia Holdings (IQV) | 0.0 | $4.0k | 24.00 | 166.67 | |
Herbalife Nutrition Com Shs (HLF) | 0.0 | $4.0k | 200.00 | 20.00 | |
Performance Food (PFGC) | 0.0 | $4.0k | 100.00 | 40.00 | |
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) | 0.0 | $4.0k | 25.00 | 160.00 | |
Bloom Energy Corp Com Cl A (BE) | 0.0 | $4.0k | 200.00 | 20.00 | |
Western Digital (WDC) | 0.0 | $3.0k | 100.00 | 30.00 | |
Citizens Financial (CFG) | 0.0 | $3.0k | 100.00 | 30.00 | |
Caesars Entertainment (CZR) | 0.0 | $3.0k | 100.00 | 30.00 | |
Coherent Corp (COHR) | 0.0 | $3.0k | 100.00 | 30.00 | |
Dbx Etf Tr Xtrack Msci Eurp (DBEU) | 0.0 | $2.0k | 68.00 | 29.41 | |
Ishares Tr Msci Jpn Etf New (EWJ) | 0.0 | $2.0k | 37.00 | 54.05 | |
Wisdomtree Tr Japn Hedge Eqt (DXJ) | 0.0 | $2.0k | 30.00 | 66.67 | |
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.0 | $2.0k | 40.00 | 50.00 | |
Dbx Etf Tr Xtrack Hrvst Csi (ASHR) | 0.0 | $1.0k | 49.00 | 20.41 | |
Organon & Co Common Stock (OGN) | 0.0 | $0 | 10.00 | 0.00 |