Kinloch Capital as of June 30, 2024
Portfolio Holdings for Kinloch Capital
Kinloch Capital holds 78 positions in its portfolio as reported in the June 2024 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Vanguard World Inf Tech Etf (VGT) | 6.9 | $13M | 23k | 576.59 | |
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 3.2 | $6.1M | 352k | 17.36 | |
Vanguard World Financials Etf (VFH) | 2.8 | $5.4M | 55k | 99.88 | |
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 2.8 | $5.4M | 11k | 500.13 | |
First Tr Exchange-traded First Tr Enh New (FTSM) | 2.7 | $5.2M | 87k | 59.60 | |
International Business Machines (IBM) | 2.4 | $4.5M | 26k | 172.95 | |
Nextera Energy (NEE) | 2.3 | $4.5M | 63k | 70.81 | |
AFLAC Incorporated (AFL) | 2.3 | $4.5M | 50k | 89.31 | |
Essex Property Trust (ESS) | 2.2 | $4.3M | 16k | 272.20 | |
Emerson Electric (EMR) | 2.2 | $4.2M | 38k | 110.16 | |
Exxon Mobil Corporation (XOM) | 2.2 | $4.2M | 37k | 115.12 | |
Cardinal Health (CAH) | 2.2 | $4.2M | 42k | 98.32 | |
Procter & Gamble Company (PG) | 2.1 | $4.0M | 24k | 164.92 | |
Kimberly-Clark Corporation (KMB) | 2.1 | $4.0M | 29k | 138.20 | |
Wal-Mart Stores (WMT) | 2.0 | $3.9M | 58k | 67.71 | |
Coca-Cola Company (KO) | 2.0 | $3.9M | 61k | 63.65 | |
Vanguard World Comm Srvc Etf (VOX) | 2.0 | $3.9M | 28k | 138.20 | |
Chevron Corporation (CVX) | 2.0 | $3.8M | 24k | 156.42 | |
T. Rowe Price (TROW) | 1.9 | $3.7M | 32k | 115.31 | |
Consolidated Edison (ED) | 1.9 | $3.6M | 41k | 89.42 | |
Caterpillar (CAT) | 1.9 | $3.6M | 11k | 333.09 | |
Atmos Energy Corporation (ATO) | 1.8 | $3.5M | 30k | 116.65 | |
General Dynamics Corporation (GD) | 1.8 | $3.5M | 12k | 290.14 | |
3M Company (MMM) | 1.8 | $3.4M | 34k | 102.19 | |
Federal Rlty Invt Tr Sh Ben Int New (FRT) | 1.8 | $3.4M | 34k | 100.97 | |
Pepsi (PEP) | 1.7 | $3.3M | 20k | 164.93 | |
Amcor Ord (AMCR) | 1.7 | $3.3M | 337k | 9.78 | |
Abbvie (ABBV) | 1.7 | $3.3M | 19k | 171.52 | |
McDonald's Corporation (MCD) | 1.7 | $3.2M | 13k | 254.84 | |
Stanley Black & Decker (SWK) | 1.7 | $3.2M | 40k | 79.89 | |
Medtronic SHS (MDT) | 1.7 | $3.2M | 40k | 78.71 | |
SYSCO Corporation (SYY) | 1.6 | $3.1M | 44k | 71.39 | |
Realty Income (O) | 1.6 | $3.1M | 59k | 52.82 | |
Clorox Company (CLX) | 1.6 | $3.1M | 23k | 136.47 | |
Raytheon Technologies Corp (RTX) | 1.6 | $3.1M | 31k | 100.39 | |
Genuine Parts Company (GPC) | 1.5 | $2.9M | 21k | 138.32 | |
Cincinnati Financial Corporation (CINF) | 1.5 | $2.9M | 25k | 118.10 | |
C H Robinson Worldwide Com New (CHRW) | 1.5 | $2.9M | 33k | 88.12 | |
Franklin Resources (BEN) | 1.5 | $2.9M | 128k | 22.35 | |
Archer Daniels Midland Company (ADM) | 1.4 | $2.6M | 44k | 60.45 | |
Target Corporation (TGT) | 1.4 | $2.6M | 18k | 148.04 | |
Nucor Corporation (NUE) | 1.3 | $2.6M | 16k | 158.08 | |
Philip Morris International (PM) | 1.3 | $2.6M | 25k | 101.33 | |
Abbott Laboratories (ABT) | 1.2 | $2.3M | 23k | 103.91 | |
Johnson & Johnson (JNJ) | 1.2 | $2.3M | 16k | 146.16 | |
Altria (MO) | 1.2 | $2.3M | 51k | 45.55 | |
Hormel Foods Corporation (HRL) | 1.0 | $2.0M | 65k | 30.49 | |
Kenvue (KVUE) | 0.8 | $1.5M | 81k | 18.18 | |
Leggett & Platt (LEG) | 0.7 | $1.4M | 119k | 11.46 | |
Vanguard World Utilities Etf (VPU) | 0.7 | $1.4M | 9.2k | 147.92 | |
Smucker J M Com New (SJM) | 0.6 | $1.1M | 9.7k | 109.04 | |
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.5 | $971k | 11k | 91.78 | |
Eli Lilly & Co. (LLY) | 0.4 | $823k | 909.00 | 905.05 | |
Apple (AAPL) | 0.3 | $648k | 3.1k | 210.64 | |
Merck & Co (MRK) | 0.3 | $538k | 4.3k | 123.79 | |
Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.2 | $478k | 5.1k | 93.65 | |
JPMorgan Chase & Co. (JPM) | 0.2 | $459k | 2.3k | 202.26 | |
Solventum Corp Com Shs (SOLV) | 0.2 | $432k | 8.2k | 52.88 | |
Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $422k | 2.3k | 182.15 | |
UnitedHealth (UNH) | 0.2 | $394k | 774.00 | 509.26 | |
CSX Corporation (CSX) | 0.2 | $366k | 11k | 33.45 | |
Tesla Motors (TSLA) | 0.2 | $358k | 1.8k | 197.88 | |
Marsh & McLennan Companies (MMC) | 0.2 | $357k | 1.7k | 210.72 | |
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GSEP) | 0.2 | $341k | 10k | 33.81 | |
Microsoft Corporation (MSFT) | 0.2 | $341k | 762.00 | 446.95 | |
Dominion Resources (D) | 0.2 | $292k | 6.0k | 49.00 | |
Home Depot (HD) | 0.1 | $270k | 785.00 | 344.24 | |
Kontoor Brands (KTB) | 0.1 | $262k | 4.0k | 66.15 | |
CarMax (KMX) | 0.1 | $253k | 3.5k | 73.34 | |
Mondelez Intl Cl A (MDLZ) | 0.1 | $244k | 3.7k | 65.44 | |
Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $243k | 3.0k | 81.65 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $227k | 559.00 | 406.80 | |
Principal Financial (PFG) | 0.1 | $219k | 2.8k | 78.45 | |
Interpublic Group of Companies (IPG) | 0.1 | $212k | 7.3k | 29.09 | |
Pacer Fds Tr Trendp Us Lar Cp (PTLC) | 0.1 | $206k | 4.1k | 49.76 | |
Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $205k | 374.00 | 547.23 | |
Newtekone Com New (NEWT) | 0.1 | $170k | 14k | 12.57 | |
Growgeneration Corp (GRWG) | 0.0 | $73k | 34k | 2.15 |