Kinloch Capital as of Dec. 31, 2025
Portfolio Holdings for Kinloch Capital
Kinloch Capital holds 77 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 7.9 | $18M | 1.0M | 18.22 | |
| Vanguard World Inf Tech Etf (VGT) | 7.2 | $17M | 22k | 753.78 | |
| Vanguard World Health Car Etf (VHT) | 2.8 | $6.4M | 22k | 287.85 | |
| Cardinal Health (CAH) | 2.8 | $6.4M | 31k | 205.50 | |
| First Tr Exchange-traded First Tr Enh New (FTSM) | 2.5 | $5.9M | 98k | 59.93 | |
| Caterpillar (CAT) | 2.5 | $5.7M | 10k | 572.86 | |
| C H Robinson Worldwide Com New (CHRW) | 2.4 | $5.7M | 35k | 160.76 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 2.4 | $5.6M | 8.9k | 627.13 | |
| Abbvie (ABBV) | 2.4 | $5.5M | 24k | 228.49 | |
| Vanguard World Comm Srvc Etf (VOX) | 2.3 | $5.4M | 28k | 193.63 | |
| International Business Machines (IBM) | 2.2 | $5.2M | 18k | 296.21 | |
| Raytheon Technologies Corp (RTX) | 2.2 | $5.2M | 28k | 183.40 | |
| Johnson & Johnson (JNJ) | 2.1 | $4.8M | 23k | 206.95 | |
| Nextera Energy (NEE) | 2.0 | $4.7M | 58k | 80.28 | |
| Exxon Mobil Corporation (XOM) | 2.0 | $4.6M | 38k | 120.34 | |
| Atmos Energy Corporation (ATO) | 1.9 | $4.4M | 26k | 167.63 | |
| General Dynamics Corporation (GD) | 1.9 | $4.4M | 13k | 336.66 | |
| Wal-Mart Stores (WMT) | 1.9 | $4.4M | 39k | 111.41 | |
| Philip Morris International (PM) | 1.8 | $4.3M | 27k | 160.40 | |
| Cincinnati Financial Corporation (CINF) | 1.8 | $4.2M | 26k | 163.32 | |
| Coca-Cola Company (KO) | 1.8 | $4.2M | 60k | 69.91 | |
| Medtronic SHS (MDT) | 1.8 | $4.1M | 43k | 96.06 | |
| Archer Daniels Midland Company (ADM) | 1.8 | $4.1M | 71k | 57.49 | |
| AFLAC Incorporated (AFL) | 1.8 | $4.1M | 37k | 110.27 | |
| Emerson Electric (EMR) | 1.7 | $4.1M | 31k | 132.72 | |
| Chevron Corporation (CVX) | 1.7 | $4.0M | 26k | 152.41 | |
| Consolidated Edison (ED) | 1.7 | $3.9M | 40k | 99.32 | |
| Nucor Corporation (NUE) | 1.6 | $3.8M | 23k | 163.11 | |
| Altria (MO) | 1.6 | $3.7M | 65k | 57.66 | |
| McDonald's Corporation (MCD) | 1.6 | $3.7M | 12k | 305.63 | |
| Essex Property Trust (ESS) | 1.6 | $3.7M | 14k | 261.68 | |
| Abbott Laboratories (ABT) | 1.6 | $3.7M | 29k | 125.29 | |
| Eversource Energy (ES) | 1.5 | $3.6M | 53k | 67.33 | |
| Federal Rlty Invt Tr Sh Ben Int New (FRT) | 1.5 | $3.6M | 35k | 100.80 | |
| SYSCO Corporation (SYY) | 1.5 | $3.5M | 47k | 73.69 | |
| Genuine Parts Company (GPC) | 1.5 | $3.4M | 28k | 122.96 | |
| Realty Income (O) | 1.5 | $3.4M | 61k | 56.37 | |
| Pepsi (PEP) | 1.5 | $3.4M | 24k | 143.52 | |
| Franklin Resources (BEN) | 1.4 | $3.2M | 135k | 23.89 | |
| Procter & Gamble Company (PG) | 1.3 | $3.1M | 22k | 143.31 | |
| T. Rowe Price (TROW) | 1.3 | $3.0M | 29k | 102.38 | |
| Amcor Ord | 1.1 | $2.5M | 302k | 8.34 | |
| Stanley Black & Decker (SWK) | 1.0 | $2.3M | 31k | 74.28 | |
| Target Corporation (TGT) | 1.0 | $2.2M | 23k | 97.75 | |
| Kenvue (KVUE) | 0.9 | $2.1M | 122k | 17.25 | |
| Kimberly-Clark Corporation (KMB) | 0.8 | $2.0M | 19k | 100.89 | |
| Hormel Foods Corporation (HRL) | 0.8 | $2.0M | 82k | 23.70 | |
| Smucker J M Com New (SJM) | 0.8 | $1.9M | 20k | 97.81 | |
| Clorox Company (CLX) | 0.8 | $1.8M | 18k | 100.83 | |
| Apple (AAPL) | 0.7 | $1.7M | 6.1k | 271.86 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $777k | 2.5k | 313.00 | |
| Tesla Motors (TSLA) | 0.3 | $724k | 1.6k | 449.72 | |
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.2 | $565k | 5.9k | 96.16 | |
| JPMorgan Chase & Co. (JPM) | 0.2 | $536k | 1.7k | 322.22 | |
| Merck & Co (MRK) | 0.2 | $464k | 4.4k | 105.26 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $415k | 675.00 | 614.31 | |
| CSX Corporation (CSX) | 0.2 | $397k | 11k | 36.25 | |
| Microsoft Corporation (MSFT) | 0.2 | $395k | 816.00 | 483.62 | |
| First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GSEP) | 0.2 | $391k | 10k | 38.74 | |
| Ge Aerospace Com New (GE) | 0.1 | $328k | 1.1k | 308.03 | |
| Spdr Series Trust State Street Spd (BIL) | 0.1 | $299k | 3.3k | 91.38 | |
| Meta Platforms Cl A (META) | 0.1 | $275k | 416.00 | 660.12 | |
| Home Depot (HD) | 0.1 | $270k | 785.00 | 344.10 | |
| Dominion Resources (D) | 0.1 | $268k | 4.6k | 58.59 | |
| Oracle Corporation (ORCL) | 0.1 | $268k | 1.4k | 194.91 | |
| Eli Lilly & Co. (LLY) | 0.1 | $263k | 245.00 | 1074.15 | |
| Pacer Fds Tr Trendp Us Lar Cp (PTLC) | 0.1 | $263k | 4.7k | 55.58 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $262k | 522.00 | 502.65 | |
| Amazon (AMZN) | 0.1 | $254k | 1.1k | 230.82 | |
| Principal Financial (PFG) | 0.1 | $236k | 2.7k | 88.21 | |
| Marsh & McLennan Companies | 0.1 | $235k | 1.3k | 185.52 | |
| Omni (OMC) | 0.1 | $220k | 2.7k | 80.75 | |
| NVIDIA Corporation (NVDA) | 0.1 | $213k | 1.1k | 186.50 | |
| Prudential Financial (PRU) | 0.1 | $202k | 1.8k | 112.88 | |
| Hilton Worldwide Holdings (HLT) | 0.1 | $201k | 700.00 | 287.25 | |
| Mondelez Intl Cl A (MDLZ) | 0.1 | $200k | 3.7k | 53.83 | |
| Growgeneration Corp (GRWG) | 0.0 | $51k | 34k | 1.50 |