Now live: Pro — the full 13F research suite for serious investorsSee pricing →
Kinloch Capital, LLC

Q4 2023 · 13F-HR

Kinloch Capital, LLCholdings as filed

Filed 2024-02-14 · accession 0001818557-24-000001

$157.3M
Reported value
70
Positions
2023-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
92204A702VGTVANGUARD WORLD FDS$8.0M5.10%16,560CommonNONE
14149Y108CAHCARDINAL HEALTH INC$4.5M2.84%44,362CommonNONE
33739E108FPEFIRST TR EXCH TRADED FD III$4.4M2.78%259,222CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$4.3M2.71%26,019CommonNONE
33739Q408FTSMFIRST TR EXCHANGE-TRADED FD$4.2M2.65%69,879CommonNONE
922908363VOOVANGUARD INDEX FDS$4.1M2.61%9,413CommonNONE
001055102AFLAFLAC INC$4.1M2.58%49,151CommonNONE
291011104EMREMERSON ELEC CO$3.7M2.37%38,359CommonNONE
92204A405VFHVANGUARD WORLD FDS$3.7M2.35%40,063CommonNONE
580135101MCDMCDONALDS CORP$3.6M2.30%12,223CommonNONE
854502101SWKSTANLEY BLACK & DECKER INC$3.6M2.29%36,796CommonNONE
742718109PGPROCTER AND GAMBLE CO$3.4M2.17%23,297CommonNONE
191216100KOCOCA COLA CO$3.4M2.15%57,358CommonNONE
30231G102XOMEXXON MOBIL CORP$3.4M2.13%33,514CommonNONE
209115104EDCONSOLIDATED EDISON INC$3.3M2.11%36,508CommonNONE
049560105ATOATMOS ENERGY CORP$3.3M2.11%28,627CommonNONE
92204A108VCRVANGUARD WORLD FDS$3.3M2.09%10,782CommonNONE
354613101BENFRANKLIN RESOURCES INC$3.2M2.06%108,981CommonNONE
166764100CVXCHEVRON CORP NEW$3.2M2.06%21,712CommonNONE
G5960L103MDTMEDTRONIC PLC$3.2M2.05%39,202CommonNONE
713448108PEPPEPSICO INC$3.2M2.04%18,930CommonNONE
297178105ESSESSEX PPTY TR INC$3.1M2.00%12,699CommonNONE
149123101CATCATERPILLAR INC$3.1M1.95%10,378CommonNONE
871829107SYYSYSCO CORP$3.1M1.95%41,934CommonNONE
189054109CLXCLOROX CO DEL$3.0M1.93%21,264CommonNONE
931142103WMTWALMART INC$2.9M1.87%18,648CommonNONE
494368103KMBKIMBERLY-CLARK CORP$2.9M1.86%24,070CommonNONE
369550108GDGENERAL DYNAMICS CORP$2.9M1.86%11,258CommonNONE
88579Y101MMM3M CO$2.8M1.81%26,040CommonNONE
313745101FRTFEDERAL RLTY INVT TR NEW$2.8M1.80%27,437CommonNONE
00287Y109ABBVABBVIE INC$2.8M1.75%17,805CommonNONE
372460105GPCGENUINE PARTS CO$2.7M1.73%19,680CommonNONE
74144T108TROWPRICE T ROWE GROUP INC$2.7M1.72%25,186CommonNONE
670346105NUENUCOR CORP$2.6M1.67%15,122CommonNONE
92204A603VISVANGUARD WORLD FDS$2.6M1.67%11,918CommonNONE
756109104OREALTY INCOME CORP$2.4M1.52%41,562CommonNONE
92204A884VOXVANGUARD WORLD FDS$2.4M1.50%20,099CommonNONE
002824100ABTABBOTT LABS$2.4M1.50%21,496CommonNONE
039483102ADMARCHER DANIELS MIDLAND CO$2.3M1.46%31,721CommonNONE
172062101CINFCINCINNATI FINL CORP$2.3M1.45%22,070CommonNONE
75513E101RTXRTX CORPORATION$2.3M1.45%27,098CommonNONE
478160104JNJJOHNSON & JOHNSON$2.2M1.40%14,065CommonNONE
50050N103KTBKONTOOR BRANDS INC$2.2M1.38%34,880CommonNONE
G0250X107AMCRAMCOR PLC$2.2M1.37%223,903CommonNONE
718172109PMPHILIP MORRIS INTL INC$1.9M1.23%20,503CommonNONE
524660107LEGLEGGETT & PLATT INC$1.9M1.21%72,841CommonNONE
87612E106TGTTARGET CORP$1.8M1.17%12,917CommonNONE
02209S103MOALTRIA GROUP INC$1.6M1.02%39,717CommonNONE
49177J102KVUEKENVUE INC$1.4M0.89%65,148CommonNONE
922908553VNQVANGUARD INDEX FDS$1.1M0.72%12,752CommonNONE
464287440IEFISHARES TR$392,5960.25%4,073CommonNONE
126408103CSXCSX CORP$370,7060.24%10,692CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$360,1050.23%684CommonNONE
037833100AAPLAPPLE INC$356,9510.23%1,854CommonNONE
532457108LLYELI LILLY & CO$332,2640.21%570CommonNONE
464288687PFFISHARES TR$331,1440.21%10,617CommonNONE
88160R101TSLATESLA INC$327,2480.21%1,317CommonNONE
46625H100JPMJPMORGAN CHASE & CO$324,5510.21%1,908CommonNONE
33740U711GSEPFIRST TR EXCHNG TRADED FD VI$318,8180.20%10,086CommonNONE
571748102MRSHMARSH & MCLENNAN COS INC$318,6890.20%1,682CommonNONE
609207105MDLZMONDELEZ INTL INC$269,5120.17%3,721CommonNONE
143130102KMXCARMAX INC$261,1460.17%3,403CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$251,4390.16%529CommonNONE
74251V102PFGPRINCIPAL FINANCIAL GROUP IN$246,2370.16%3,130CommonNONE
58933Y105MRKMERCK & CO INC$243,4920.15%2,233CommonNONE
460690100IPGINTERPUBLIC GROUP COS INC$226,5220.14%6,940CommonNONE
25746U109DDOMINION ENERGY INC$220,0600.14%4,682CommonNONE
58155Q103MCKMCKESSON CORP$203,7110.13%440CommonNONE
907818108UNPUNION PAC CORP$202,6370.13%825CommonNONE
39986L109GRWGGROWGENERATION CORP$85,5910.05%34,100CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.