MondegarAI
Kinloch Capital, LLC

Q3 2024 · 13F-HR

Kinloch Capital, LLCholdings as filed

Filed 2024-11-14 · accession 0001818557-24-000007

$206.3M
Reported value
83
Positions
2024-09-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
33739E108FPEFIRST TR EXCH TRADED FD III$6.2M2.99%341,175CommonNONE
92204A405VFHVANGUARD WORLD FD$5.8M2.83%53,086CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$5.6M2.71%25,326CommonNONE
922908363VOOVANGUARD INDEX FDS$5.5M2.67%10,420CommonNONE
001055102AFLAFLAC INC$5.4M2.62%48,332CommonNONE
65339F101NEENEXTERA ENERGY INC$5.3M2.58%62,940CommonNONE
931142103WMTWALMART INC$4.6M2.25%57,440CommonNONE
92204A108VCRVANGUARD WORLD FD$4.6M2.21%13,384CommonNONE
14149Y108CAHCARDINAL HEALTH INC$4.5M2.19%40,948CommonNONE
297178105ESSESSEX PPTY TR INC$4.5M2.17%15,133CommonNONE
33739Q408FTSMFIRST TR EXCHANGE-TRADED FD$4.5M2.17%74,606CommonNONE
854502101SWKSTANLEY BLACK & DECKER INC$4.4M2.11%39,588CommonNONE
88579Y101MMM3M CO$4.4M2.11%31,850CommonNONE
191216100KOCOCA COLA CO$4.2M2.05%58,953CommonNONE
92204A884VOXVANGUARD WORLD FD$4.2M2.02%28,631CommonNONE
30231G102XOMEXXON MOBIL CORP$4.2M2.02%35,484CommonNONE
209115104EDCONSOLIDATED EDISON INC$4.1M1.98%39,182CommonNONE
149123101CATCATERPILLAR INC$4.0M1.96%10,335CommonNONE
742718109PGPROCTER AND GAMBLE CO$4.0M1.96%23,334CommonNONE
291011104EMREMERSON ELEC CO$4.0M1.96%36,890CommonNONE
049560105ATOATMOS ENERGY CORP$4.0M1.94%28,872CommonNONE
494368103KMBKIMBERLY-CLARK CORP$3.9M1.91%27,706CommonNONE
580135101MCDMCDONALDS CORP$3.8M1.84%12,460CommonNONE
313745101FRTFEDERAL RLTY INVT TR NEW$3.8M1.84%32,992CommonNONE
G0250X107AMCRAMCOR PLC$3.7M1.80%327,249CommonNONE
12541W209CHRWC H ROBINSON WORLDWIDE INC$3.7M1.79%33,511CommonNONE
92204A207VDCVANGUARD WORLD FD$3.7M1.79%16,909CommonNONE
00287Y109ABBVABBVIE INC$3.7M1.78%18,546CommonNONE
756109104OREALTY INCOME CORP$3.7M1.77%57,596CommonNONE
G5960L103MDTMEDTRONIC PLC$3.6M1.77%40,463CommonNONE
75513E101RTXRTX CORPORATION$3.6M1.76%29,926CommonNONE
189054109CLXCLOROX CO DEL$3.6M1.75%22,172CommonNONE
369550108GDGENERAL DYNAMICS CORP$3.5M1.71%11,661CommonNONE
74144T108TROWPRICE T ROWE GROUP INC$3.5M1.71%32,313CommonNONE
166764100CVXCHEVRON CORP NEW$3.5M1.68%23,580CommonNONE
871829107SYYSYSCO CORP$3.3M1.62%42,795CommonNONE
713448108PEPPEPSICO INC$3.3M1.61%19,537CommonNONE
172062101CINFCINCINNATI FINL CORP$3.3M1.59%24,155CommonNONE
92204A603VISVANGUARD WORLD FD$3.0M1.47%11,699CommonNONE
718172109PMPHILIP MORRIS INTL INC$3.0M1.47%24,967CommonNONE
372460105GPCGENUINE PARTS CO$2.9M1.41%20,833CommonNONE
87612E106TGTTARGET CORP$2.8M1.34%17,792CommonNONE
039483102ADMARCHER DANIELS MIDLAND CO$2.6M1.26%43,499CommonNONE
002824100ABTABBOTT LABS$2.6M1.24%22,495CommonNONE
478160104JNJJOHNSON & JOHNSON$2.5M1.24%15,729CommonNONE
354613101BENFRANKLIN RESOURCES INC$2.5M1.23%125,973CommonNONE
02209S103MOALTRIA GROUP INC$2.5M1.19%48,017CommonNONE
670346105NUENUCOR CORP$2.4M1.16%15,918CommonNONE
440452100HRLHORMEL FOODS CORP$2.2M1.04%67,974CommonNONE
49177J102KVUEKENVUE INC$1.9M0.91%80,793CommonNONE
524660107LEGLEGGETT & PLATT INC$1.4M0.70%105,505CommonNONE
832696405SJMSMUCKER J M CO$1.3M0.65%11,101CommonNONE
92204A876VPUVANGUARD WORLD FD$1.2M0.60%7,068CommonNONE
922908553VNQVANGUARD INDEX FDS$1.2M0.58%12,235CommonNONE
78468R663BILSPDR SER TR$970,7990.47%10,574CommonNONE
532457108LLYELI LILLY & CO$805,0500.39%909CommonNONE
037833100AAPLAPPLE INC$763,6310.37%3,277CommonNONE
83444M101SOLVSOLVENTUM CORP$548,9060.27%7,873CommonNONE
58933Y105MRKMERCK & CO INC$493,1150.24%4,342CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$485,4000.24%2,302CommonNONE
88160R101TSLATESLA INC$473,5500.23%1,810CommonNONE
464287440IEFISHARES TR$473,3310.23%4,824CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$457,8040.22%783CommonNONE
02079K305GOOGLALPHABET INC$392,8990.19%2,369CommonNONE
126408103CSXCSX CORP$378,0140.18%10,947CommonNONE
92204A702VGTVANGUARD WORLD FD$374,7860.18%639CommonNONE
571748102MRSHMARSH & MCLENNAN COS INC$373,0060.18%1,672CommonNONE
33740U711GSEPFIRST TR EXCHNG TRADED FD VI$348,7740.17%10,086CommonNONE
594918104MSFTMICROSOFT CORP$334,3430.16%777CommonNONE
437076102HDHOME DEPOT INC$321,7290.16%794CommonNONE
25746U109DDOMINION ENERGY INC$299,6040.15%5,184CommonNONE
609207105MDLZMONDELEZ INTL INC$276,3360.13%3,751CommonNONE
143130102KMXCARMAX INC$267,1930.13%3,453CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$249,9210.12%543CommonNONE
464287457SHYISHARES TR$247,3710.12%2,975CommonNONE
460690100IPGINTERPUBLIC GROUP COS INC$230,4250.11%7,285CommonNONE
74251V102PFGPRINCIPAL FINANCIAL GROUP IN$229,7830.11%2,675CommonNONE
69374H105PTLCPACER FDS TR$227,6470.11%4,332CommonNONE
68389X105ORCLORACLE CORP$225,2690.11%1,322CommonNONE
855244109SBUXSTARBUCKS CORP$216,9150.11%2,225CommonNONE
464287200IVVISHARES TR$215,7310.10%374CommonNONE
907818108UNPUNION PAC CORP$203,8390.10%827CommonNONE
39986L109GRWGGROWGENERATION CORP$72,6330.04%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.