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Home > Institutional Investor > L.m. Kohn & Company > Profile

Instuitional Investor - L.m. Kohn & Company

Fund Profile
Filing Period:
Fund Name: L.m. Kohn & Company
Portfolio Value $382,817,552
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 168,032 $37,324,979 9.75%
2.
Nvidia Corp
 NVDA 181,859 $19,709,879 5.15%
3.
German American Bancorp Inc.
 GABC 490,458 $18,392,175 4.8%
4.
Amazon Com Inc
 AMZN 86,145 $16,389,948 4.28%
5.
Costco Wholesale Corp W
 COST 14,620 $13,827,227 3.61%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)