MondegarAI
Kinloch Capital, LLC

Q4 2024 · 13F-HR

Kinloch Capital, LLCholdings as filed

Filed 2025-02-18 · accession 0001818557-25-000001

$199.6M
Reported value
77
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
92204A702VGTVANGUARD WORLD FD$11.6M5.79%18,597CommonNONE
33739E108FPEFIRST TR EXCH TRADED FD III$7.5M3.76%424,027CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$5.6M2.79%25,295CommonNONE
922908363VOOVANGUARD INDEX FDS$5.4M2.72%10,064CommonNONE
92204A405VFHVANGUARD WORLD FD$5.4M2.68%45,367CommonNONE
931142103WMTWALMART INC$5.3M2.63%58,142CommonNONE
001055102AFLAFLAC INC$5.1M2.55%49,122CommonNONE
14149Y108CAHCARDINAL HEALTH INC$4.9M2.46%41,427CommonNONE
33739Q408FTSMFIRST TR EXCHANGE-TRADED FD$4.8M2.42%80,728CommonNONE
291011104EMREMERSON ELEC CO$4.7M2.34%37,743CommonNONE
65339F101NEENEXTERA ENERGY INC$4.6M2.29%63,716CommonNONE
297178105ESSESSEX PPTY TR INC$4.4M2.21%15,484CommonNONE
92204A108VCRVANGUARD WORLD FD$4.3M2.15%11,433CommonNONE
049560105ATOATMOS ENERGY CORP$4.1M2.07%29,591CommonNONE
742718109PGPROCTER AND GAMBLE CO$4.0M2.00%23,832CommonNONE
30231G102XOMEXXON MOBIL CORP$3.9M1.95%36,245CommonNONE
313745101FRTFEDERAL RLTY INVT TR NEW$3.9M1.94%34,559CommonNONE
149123101CATCATERPILLAR INC$3.8M1.93%10,597CommonNONE
74144T108TROWPRICE T ROWE GROUP INC$3.8M1.89%33,407CommonNONE
191216100KOCOCA COLA CO$3.8M1.89%60,581CommonNONE
494368103KMBKIMBERLY-CLARK CORP$3.7M1.88%28,571CommonNONE
92204A884VOXVANGUARD WORLD FD$3.7M1.87%24,083CommonNONE
88579Y101MMM3M CO$3.7M1.87%28,899CommonNONE
189054109CLXCLOROX CO DEL$3.7M1.86%22,824CommonNONE
580135101MCDMCDONALDS CORP$3.7M1.85%12,737CommonNONE
209115104EDCONSOLIDATED EDISON INC$3.6M1.82%40,646CommonNONE
12541W209CHRWC H ROBINSON WORLDWIDE INC$3.6M1.79%34,527CommonNONE
172062101CINFCINCINNATI FINL CORP$3.5M1.78%24,695CommonNONE
166764100CVXCHEVRON CORP NEW$3.5M1.78%24,499CommonNONE
75513E101RTXRTX CORPORATION$3.5M1.78%30,614CommonNONE
00287Y109ABBVABBVIE INC$3.4M1.72%19,323CommonNONE
871829107SYYSYSCO CORP$3.3M1.67%43,628CommonNONE
G5960L103MDTMEDTRONIC PLC$3.3M1.67%41,688CommonNONE
369550108GDGENERAL DYNAMICS CORP$3.2M1.59%12,033CommonNONE
854502101SWKSTANLEY BLACK & DECKER INC$3.2M1.58%39,311CommonNONE
G0250X107AMCRAMCOR PLC$3.1M1.56%330,422CommonNONE
718172109PMPHILIP MORRIS INTL INC$3.1M1.54%25,563CommonNONE
756109104OREALTY INCOME CORP$3.1M1.54%57,526CommonNONE
713448108PEPPEPSICO INC$3.1M1.53%20,135CommonNONE
002824100ABTABBOTT LABS$2.6M1.32%23,308CommonNONE
02209S103MOALTRIA GROUP INC$2.6M1.30%49,601CommonNONE
372460105GPCGENUINE PARTS CO$2.5M1.26%21,504CommonNONE
354613101BENFRANKLIN RESOURCES INC$2.3M1.17%115,529CommonNONE
478160104JNJJOHNSON & JOHNSON$2.3M1.15%15,922CommonNONE
87612E106TGTTARGET CORP$2.2M1.13%16,628CommonNONE
039483102ADMARCHER DANIELS MIDLAND CO$2.2M1.12%44,185CommonNONE
440452100HRLHORMEL FOODS CORP$2.0M1.01%64,508CommonNONE
670346105NUENUCOR CORP$1.9M0.96%16,423CommonNONE
49177J102KVUEKENVUE INC$1.8M0.91%85,263CommonNONE
832696405SJMSMUCKER J M CO$1.0M0.52%9,353CommonNONE
037833100AAPLAPPLE INC$808,2200.41%3,227CommonNONE
524660107LEGLEGGETT & PLATT INC$726,2690.36%75,653CommonNONE
532457108LLYELI LILLY & CO$696,9070.35%903CommonNONE
88160R101TSLATESLA INC$678,4510.34%1,680CommonNONE
464287440IEFISHARES TR$507,8280.25%5,493CommonNONE
83444M101SOLVSOLVENTUM CORP$499,8100.25%7,566CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$467,9140.23%1,952CommonNONE
02079K305GOOGLALPHABET INC$448,4520.22%2,369CommonNONE
58933Y105MRKMERCK & CO INC$433,5790.22%4,358CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$396,0880.20%783CommonNONE
571748102MRSHMARSH & MCLENNAN COS INC$355,1500.18%1,672CommonNONE
33740U711GSEPFIRST TR EXCHNG TRADED FD VI$353,4130.18%10,086CommonNONE
126408103CSXCSX CORP$353,2730.18%10,947CommonNONE
594918104MSFTMICROSOFT CORP$327,5060.16%777CommonNONE
437076102HDHOME DEPOT INC$308,8580.15%794CommonNONE
78468R663BILSPDR SER TR$299,3420.15%3,274CommonNONE
143130102KMXCARMAX INC$281,9080.14%3,448CommonNONE
25746U109DDOMINION ENERGY INC$256,8990.13%4,770CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$243,8650.12%538CommonNONE
69374H105PTLCPACER FDS TR$230,2200.12%4,308CommonNONE
609207105MDLZMONDELEZ INTL INC$224,0470.11%3,751CommonNONE
68389X105ORCLORACLE CORP$220,2980.11%1,322CommonNONE
464287200IVVISHARES TR$220,1660.11%374CommonNONE
74251V102PFGPRINCIPAL FINANCIAL GROUP IN$207,0720.10%2,675CommonNONE
460690100IPGINTERPUBLIC GROUP COS INC$204,1260.10%7,285CommonNONE
855244109SBUXSTARBUCKS CORP$203,0310.10%2,225CommonNONE
39986L109GRWGGROWGENERATION CORP$57,6290.03%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.