Kinloch Capital as of June 30, 2025
Portfolio Holdings for Kinloch Capital
Kinloch Capital holds 75 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard World Inf Tech Etf (VGT) | 7.5 | $16M | 24k | 663.28 | |
| First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 4.7 | $10M | 570k | 17.80 | |
| First Tr Exchange-traded First Tr Enh New (FTSM) | 2.7 | $5.9M | 99k | 59.87 | |
| Vanguard World Comm Srvc Etf (VOX) | 2.5 | $5.3M | 31k | 171.03 | |
| Cardinal Health (CAH) | 2.4 | $5.3M | 31k | 168.00 | |
| International Business Machines (IBM) | 2.4 | $5.2M | 18k | 294.78 | |
| Philip Morris International (PM) | 2.2 | $4.8M | 26k | 182.13 | |
| Abbvie (ABBV) | 2.1 | $4.5M | 24k | 185.62 | |
| Vanguard World Industrial Etf (VIS) | 2.0 | $4.3M | 15k | 280.07 | |
| Coca-Cola Company (KO) | 1.9 | $4.2M | 59k | 70.75 | |
| Raytheon Technologies Corp (RTX) | 1.9 | $4.1M | 28k | 146.02 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.9 | $4.1M | 7.2k | 568.03 | |
| Emerson Electric (EMR) | 1.9 | $4.1M | 31k | 133.33 | |
| Nextera Energy (NEE) | 1.9 | $4.0M | 58k | 69.42 | |
| Atmos Energy Corporation (ATO) | 1.9 | $4.0M | 26k | 154.11 | |
| Exxon Mobil Corporation (XOM) | 1.9 | $4.0M | 37k | 107.80 | |
| AFLAC Incorporated (AFL) | 1.8 | $4.0M | 38k | 105.46 | |
| Consolidated Edison (ED) | 1.8 | $3.9M | 39k | 100.35 | |
| Caterpillar (CAT) | 1.8 | $3.9M | 10k | 388.20 | |
| Abbott Laboratories (ABT) | 1.8 | $3.9M | 29k | 136.01 | |
| Wal-Mart Stores (WMT) | 1.8 | $3.9M | 40k | 97.78 | |
| Essex Property Trust (ESS) | 1.8 | $3.8M | 14k | 283.40 | |
| Cincinnati Financial Corporation (CINF) | 1.8 | $3.8M | 26k | 148.92 | |
| Franklin Resources (BEN) | 1.8 | $3.8M | 159k | 23.85 | |
| General Dynamics Corporation (GD) | 1.8 | $3.8M | 13k | 291.66 | |
| Archer Daniels Midland Company (ADM) | 1.7 | $3.7M | 71k | 52.78 | |
| Altria (MO) | 1.7 | $3.7M | 64k | 58.63 | |
| Medtronic SHS (MDT) | 1.7 | $3.7M | 42k | 87.17 | |
| Chevron Corporation (CVX) | 1.7 | $3.7M | 26k | 143.19 | |
| SYSCO Corporation (SYY) | 1.7 | $3.6M | 48k | 75.74 | |
| Kimberly-Clark Corporation (KMB) | 1.7 | $3.6M | 28k | 128.92 | |
| Realty Income (O) | 1.7 | $3.6M | 62k | 57.61 | |
| Procter & Gamble Company (PG) | 1.7 | $3.6M | 22k | 159.32 | |
| Hormel Foods Corporation (HRL) | 1.7 | $3.6M | 118k | 30.25 | |
| McDonald's Corporation (MCD) | 1.6 | $3.5M | 12k | 292.17 | |
| Johnson & Johnson (JNJ) | 1.6 | $3.4M | 22k | 152.75 | |
| C H Robinson Worldwide Com New (CHRW) | 1.6 | $3.4M | 36k | 95.95 | |
| Genuine Parts Company (GPC) | 1.6 | $3.4M | 28k | 121.31 | |
| Federal Rlty Invt Tr Sh Ben Int New (FRT) | 1.6 | $3.4M | 36k | 94.99 | |
| T. Rowe Price (TROW) | 1.6 | $3.3M | 35k | 96.50 | |
| Pepsi (PEP) | 1.5 | $3.3M | 25k | 132.04 | |
| Amcor Ord (AMCR) | 1.5 | $3.2M | 352k | 9.19 | |
| Eversource Energy (ES) | 1.5 | $3.2M | 51k | 63.62 | |
| Kenvue (KVUE) | 1.5 | $3.2M | 151k | 20.93 | |
| Clorox Company (CLX) | 1.4 | $3.0M | 25k | 120.07 | |
| Nucor Corporation (NUE) | 1.3 | $2.9M | 22k | 129.54 | |
| Smucker J M Com New (SJM) | 1.3 | $2.9M | 29k | 98.20 | |
| Stanley Black & Decker (SWK) | 1.3 | $2.8M | 42k | 67.75 | |
| Target Corporation (TGT) | 1.3 | $2.8M | 29k | 98.65 | |
| Vanguard World Utilities Etf (VPU) | 0.4 | $924k | 5.2k | 176.51 | |
| Apple (AAPL) | 0.4 | $865k | 4.2k | 205.15 | |
| Eli Lilly & Co. (LLY) | 0.3 | $615k | 789.00 | 779.34 | |
| JPMorgan Chase & Co. (JPM) | 0.3 | $589k | 2.0k | 289.91 | |
| Tesla Motors (TSLA) | 0.2 | $511k | 1.6k | 317.66 | |
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.2 | $508k | 5.3k | 95.77 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $424k | 2.4k | 176.23 | |
| Microsoft Corporation (MSFT) | 0.2 | $399k | 802.00 | 497.41 | |
| First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GSEP) | 0.2 | $370k | 10k | 36.67 | |
| Marsh & McLennan Companies (MMC) | 0.2 | $366k | 1.7k | 218.64 | |
| CSX Corporation (CSX) | 0.2 | $357k | 11k | 32.63 | |
| Merck & Co (MRK) | 0.2 | $344k | 4.3k | 79.16 | |
| Spdr Series Trust Bloomberg 1-3 Mo (BIL) | 0.1 | $300k | 3.3k | 91.73 | |
| Oracle Corporation (ORCL) | 0.1 | $300k | 1.4k | 218.63 | |
| Home Depot (HD) | 0.1 | $291k | 794.00 | 366.64 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $270k | 556.00 | 485.77 | |
| Ge Aerospace Com New (GE) | 0.1 | $270k | 1.0k | 257.39 | |
| Dominion Resources (D) | 0.1 | $268k | 4.7k | 56.52 | |
| Meta Platforms Cl A (META) | 0.1 | $263k | 356.00 | 737.66 | |
| Mondelez Intl Cl A (MDLZ) | 0.1 | $253k | 3.8k | 67.44 | |
| UnitedHealth (UNH) | 0.1 | $244k | 783.00 | 311.97 | |
| CarMax (KMX) | 0.1 | $232k | 3.4k | 67.21 | |
| Pacer Fds Tr Trendp Us Lar Cp (PTLC) | 0.1 | $227k | 4.5k | 50.76 | |
| Principal Financial (PFG) | 0.1 | $213k | 2.7k | 79.43 | |
| Capital One Financial (COF) | 0.1 | $209k | 981.00 | 212.76 | |
| Growgeneration Corp (GRWG) | 0.0 | $32k | 34k | 0.94 |