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Kinloch Capital, LLC

Q2 2024 · 13F-HR

Kinloch Capital, LLCholdings as filed

Filed 2024-08-14 · accession 0001818557-24-000005

$191.9M
Reported value
78
Positions
2024-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
92204A702VGTVANGUARD WORLD FD$13.2M6.89%22,932CommonNONE
33739E108FPEFIRST TR EXCH TRADED FD III$6.1M3.18%351,802CommonNONE
92204A405VFHVANGUARD WORLD FD$5.4M2.84%54,539CommonNONE
922908363VOOVANGUARD INDEX FDS$5.4M2.83%10,853CommonNONE
33739Q408FTSMFIRST TR EXCHANGE-TRADED FD$5.2M2.72%87,433CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$4.5M2.36%26,219CommonNONE
65339F101NEENEXTERA ENERGY INC$4.5M2.33%63,068CommonNONE
001055102AFLAFLAC INC$4.5M2.33%49,956CommonNONE
297178105ESSESSEX PPTY TR INC$4.3M2.22%15,616CommonNONE
291011104EMREMERSON ELEC CO$4.2M2.20%38,292CommonNONE
30231G102XOMEXXON MOBIL CORP$4.2M2.19%36,546CommonNONE
14149Y108CAHCARDINAL HEALTH INC$4.2M2.17%42,372CommonNONE
742718109PGPROCTER AND GAMBLE CO$4.0M2.09%24,258CommonNONE
494368103KMBKIMBERLY-CLARK CORP$4.0M2.06%28,612CommonNONE
931142103WMTWALMART INC$3.9M2.05%57,995CommonNONE
191216100KOCOCA COLA CO$3.9M2.04%61,361CommonNONE
92204A884VOXVANGUARD WORLD FD$3.9M2.01%27,901CommonNONE
166764100CVXCHEVRON CORP NEW$3.8M1.98%24,307CommonNONE
74144T108TROWPRICE T ROWE GROUP INC$3.7M1.92%31,967CommonNONE
209115104EDCONSOLIDATED EDISON INC$3.6M1.90%40,677CommonNONE
149123101CATCATERPILLAR INC$3.6M1.86%10,697CommonNONE
049560105ATOATMOS ENERGY CORP$3.5M1.81%29,827CommonNONE
369550108GDGENERAL DYNAMICS CORP$3.5M1.81%11,956CommonNONE
88579Y101MMM3M CO$3.4M1.79%33,606CommonNONE
313745101FRTFEDERAL RLTY INVT TR NEW$3.4M1.79%33,970CommonNONE
713448108PEPPEPSICO INC$3.3M1.72%20,008CommonNONE
G0250X107AMCRAMCOR PLC$3.3M1.72%336,498CommonNONE
00287Y109ABBVABBVIE INC$3.3M1.70%18,991CommonNONE
580135101MCDMCDONALDS CORP$3.2M1.69%12,739CommonNONE
854502101SWKSTANLEY BLACK & DECKER INC$3.2M1.68%40,295CommonNONE
G5960L103MDTMEDTRONIC PLC$3.2M1.66%40,362CommonNONE
871829107SYYSYSCO CORP$3.1M1.64%43,966CommonNONE
756109104OREALTY INCOME CORP$3.1M1.63%59,173CommonNONE
189054109CLXCLOROX CO DEL$3.1M1.62%22,776CommonNONE
75513E101RTXRTX CORPORATION$3.1M1.61%30,706CommonNONE
372460105GPCGENUINE PARTS CO$2.9M1.53%21,250CommonNONE
172062101CINFCINCINNATI FINL CORP$2.9M1.53%24,794CommonNONE
12541W209CHRWC H ROBINSON WORLDWIDE INC$2.9M1.51%32,986CommonNONE
354613101BENFRANKLIN RESOURCES INC$2.9M1.49%127,903CommonNONE
039483102ADMARCHER DANIELS MIDLAND CO$2.6M1.37%43,582CommonNONE
87612E106TGTTARGET CORP$2.6M1.37%17,745CommonNONE
670346105NUENUCOR CORP$2.6M1.34%16,292CommonNONE
718172109PMPHILIP MORRIS INTL INC$2.6M1.34%25,308CommonNONE
002824100ABTABBOTT LABS$2.3M1.22%22,581CommonNONE
478160104JNJJOHNSON & JOHNSON$2.3M1.22%15,997CommonNONE
02209S103MOALTRIA GROUP INC$2.3M1.20%50,664CommonNONE
440452100HRLHORMEL FOODS CORP$2.0M1.03%64,931CommonNONE
49177J102KVUEKENVUE INC$1.5M0.77%81,226CommonNONE
524660107LEGLEGGETT & PLATT INC$1.4M0.71%119,329CommonNONE
92204A876VPUVANGUARD WORLD FD$1.4M0.71%9,151CommonNONE
832696405SJMSMUCKER J M CO$1.1M0.55%9,708CommonNONE
78468R663BILSPDR SER TR$970,4820.51%10,574CommonNONE
532457108LLYELI LILLY & CO$822,6890.43%909CommonNONE
037833100AAPLAPPLE INC$648,3540.34%3,078CommonNONE
58933Y105MRKMERCK & CO INC$537,6080.28%4,343CommonNONE
464287440IEFISHARES TR$477,8020.25%5,102CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$458,7260.24%2,268CommonNONE
83444M101SOLVSOLVENTUM CORP$432,1350.23%8,172CommonNONE
02079K305GOOGLALPHABET INC$421,8590.22%2,316CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$394,1670.21%774CommonNONE
126408103CSXCSX CORP$366,1910.19%10,947CommonNONE
88160R101TSLATESLA INC$358,1630.19%1,810CommonNONE
571748102MRSHMARSH & MCLENNAN COS INC$357,1700.19%1,695CommonNONE
33740U711GSEPFIRST TR EXCHNG TRADED FD VI$340,9730.18%10,086CommonNONE
594918104MSFTMICROSOFT CORP$340,5760.18%762CommonNONE
25746U109DDOMINION ENERGY INC$291,5490.15%5,950CommonNONE
437076102HDHOME DEPOT INC$270,2280.14%785CommonNONE
50050N103KTBKONTOOR BRANDS INC$262,3510.14%3,966CommonNONE
143130102KMXCARMAX INC$253,2430.13%3,453CommonNONE
609207105MDLZMONDELEZ INTL INC$243,5020.13%3,721CommonNONE
464287457SHYISHARES TR$242,9090.13%2,975CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$227,4010.12%559CommonNONE
74251V102PFGPRINCIPAL FINANCIAL GROUP IN$218,4830.11%2,785CommonNONE
460690100IPGINTERPUBLIC GROUP COS INC$211,9210.11%7,285CommonNONE
69374H105PTLCPACER FDS TR$205,5090.11%4,130CommonNONE
464287200IVVISHARES TR$204,6640.11%374CommonNONE
652526203NEWTNEWTEKONE INC$169,5560.09%13,489CommonNONE
39986L109GRWGGROWGENERATION CORP$73,3150.04%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.