Kinloch Capital as of March 31, 2024
Portfolio Holdings for Kinloch Capital
Kinloch Capital holds 74 positions in its portfolio as reported in the March 2024 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Vanguard World Inf Tech Etf (VGT) | 5.9 | $12M | 22k | 524.34 | |
First Tr Exchange-traded First Tr Enh New (FTSM) | 3.3 | $6.4M | 107k | 59.62 | |
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 3.1 | $6.0M | 345k | 17.32 | |
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 2.6 | $5.2M | 11k | 480.70 | |
International Business Machines (IBM) | 2.6 | $5.1M | 27k | 190.96 | |
Vanguard World Financials Etf (VFH) | 2.6 | $5.1M | 50k | 102.39 | |
Cardinal Health (CAH) | 2.5 | $4.9M | 44k | 111.90 | |
Emerson Electric (EMR) | 2.3 | $4.5M | 40k | 113.42 | |
AFLAC Incorporated (AFL) | 2.3 | $4.4M | 51k | 85.86 | |
Exxon Mobil Corporation (XOM) | 2.2 | $4.3M | 37k | 116.24 | |
Nextera Energy (NEE) | 2.1 | $4.0M | 63k | 63.91 | |
Caterpillar (CAT) | 2.1 | $4.0M | 11k | 366.42 | |
Procter & Gamble Company (PG) | 2.1 | $4.0M | 25k | 162.25 | |
Stanley Black & Decker (SWK) | 2.0 | $4.0M | 40k | 97.93 | |
T. Rowe Price (TROW) | 2.0 | $3.9M | 32k | 121.92 | |
Essex Property Trust (ESS) | 2.0 | $3.9M | 16k | 244.81 | |
Vanguard World Comm Srvc Etf (VOX) | 2.0 | $3.9M | 30k | 131.22 | |
Chevron Corporation (CVX) | 2.0 | $3.9M | 24k | 157.74 | |
Coca-Cola Company (KO) | 2.0 | $3.8M | 62k | 61.18 | |
Consolidated Edison (ED) | 1.9 | $3.8M | 41k | 90.81 | |
Kimberly-Clark Corporation (KMB) | 1.9 | $3.7M | 29k | 129.35 | |
3M Com Shs | 1.9 | $3.6M | 34k | 106.07 | |
SYSCO Corporation (SYY) | 1.9 | $3.6M | 45k | 81.18 | |
McDonald's Corporation (MCD) | 1.9 | $3.6M | 13k | 281.95 | |
Franklin Resources (BEN) | 1.9 | $3.6M | 129k | 28.11 | |
Atmos Energy Corporation (ATO) | 1.9 | $3.6M | 30k | 118.87 | |
Medtronic SHS (MDT) | 1.8 | $3.6M | 41k | 87.15 | |
Vanguard World Industrial Etf (VIS) | 1.8 | $3.6M | 15k | 244.15 | |
Pepsi (PEP) | 1.8 | $3.6M | 20k | 175.01 | |
Clorox Company (CLX) | 1.8 | $3.5M | 23k | 153.11 | |
Wal-Mart Stores (WMT) | 1.8 | $3.5M | 58k | 60.17 | |
Abbvie (ABBV) | 1.8 | $3.5M | 19k | 182.10 | |
Federal Rlty Invt Tr Sh Ben Int New (FRT) | 1.8 | $3.5M | 34k | 102.12 | |
General Dynamics Corporation (GD) | 1.8 | $3.4M | 12k | 282.49 | |
Genuine Parts Company (GPC) | 1.7 | $3.3M | 22k | 154.93 | |
Nucor Corporation (NUE) | 1.7 | $3.3M | 17k | 197.90 | |
Cincinnati Financial Corporation (CINF) | 1.6 | $3.1M | 25k | 124.17 | |
Realty Income (O) | 1.6 | $3.1M | 57k | 54.10 | |
Target Corporation (TGT) | 1.6 | $3.1M | 17k | 177.21 | |
Raytheon Technologies Corp (RTX) | 1.6 | $3.0M | 31k | 97.53 | |
Amcor Ord (AMCR) | 1.5 | $3.0M | 314k | 9.51 | |
Archer Daniels Midland Company (ADM) | 1.4 | $2.7M | 43k | 62.81 | |
Abbott Laboratories (ABT) | 1.3 | $2.6M | 23k | 113.66 | |
Johnson & Johnson (JNJ) | 1.3 | $2.5M | 16k | 158.19 | |
Philip Morris International (PM) | 1.2 | $2.3M | 25k | 91.62 | |
Leggett & Platt (LEG) | 1.1 | $2.2M | 116k | 19.15 | |
Altria (MO) | 1.1 | $2.2M | 50k | 43.62 | |
Kenvue (KVUE) | 0.9 | $1.7M | 81k | 21.46 | |
Hormel Foods Corporation (HRL) | 0.6 | $1.1M | 31k | 34.89 | |
C H Robinson Worldwide Com New (CHRW) | 0.5 | $919k | 12k | 76.14 | |
Smucker J M Com New (SJM) | 0.4 | $829k | 6.6k | 125.87 | |
Eli Lilly & Co. (LLY) | 0.4 | $707k | 909.00 | 777.65 | |
Merck & Co (MRK) | 0.3 | $538k | 4.1k | 131.95 | |
Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.2 | $457k | 4.8k | 94.66 | |
JPMorgan Chase & Co. (JPM) | 0.2 | $399k | 2.0k | 200.30 | |
CSX Corporation (CSX) | 0.2 | $396k | 11k | 37.07 | |
Marsh & McLennan Companies (MMC) | 0.2 | $352k | 1.7k | 205.98 | |
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GSEP) | 0.2 | $333k | 10k | 33.01 | |
UnitedHealth (UNH) | 0.2 | $329k | 664.00 | 494.70 | |
Apple (AAPL) | 0.2 | $319k | 1.9k | 171.48 | |
CarMax (KMX) | 0.2 | $301k | 3.5k | 87.11 | |
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.2 | $301k | 3.3k | 91.80 | |
Tesla Motors (TSLA) | 0.2 | $293k | 1.7k | 175.79 | |
Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $276k | 1.8k | 150.93 | |
Pacer Fds Tr Trendp Us Lar Cp (PTLC) | 0.1 | $275k | 5.8k | 47.72 | |
Kontoor Brands (KTB) | 0.1 | $275k | 4.6k | 60.25 | |
Dominion Resources (D) | 0.1 | $263k | 5.4k | 49.19 | |
Mondelez Intl Cl A (MDLZ) | 0.1 | $261k | 3.7k | 70.00 | |
Home Depot (HD) | 0.1 | $246k | 640.00 | 383.60 | |
Principal Financial (PFG) | 0.1 | $227k | 2.6k | 86.31 | |
Interpublic Group of Companies (IPG) | 0.1 | $227k | 6.9k | 32.63 | |
Union Pacific Corporation (UNP) | 0.1 | $203k | 825.00 | 245.93 | |
Newtekone Com New (NEWT) | 0.1 | $148k | 14k | 11.00 | |
Growgeneration Corp (GRWG) | 0.1 | $98k | 34k | 2.86 |