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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 $386,375,353
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 171,849 $43,034,485 11.13%
2.
Nvidia Corp
 NVDA 185,781 $24,948,539 6.45%
3.
Amazon Com Inc
 AMZN 89,003 $19,526,368 5.05%
4.
German American Bancorp Inc.
 GABC 364,222 $14,649,009 3.79%
5.
Costco Wholesale Corp W
 COST 15,469 $14,173,556 3.66%
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)