L.M. KOHN & COMPANY
CIK 870260 · Holdings on Sep 30, 2023 · First reported Nov 6, 2023
Top ten holdings
Q3 2023- AAPL11.58%
- GABC5.63%
- BIL4.08%
- AMZN4.07%
- COST3.18%
- SPY3.06%
- NVDA2.80%
- MSFT2.48%
- GOOGL2.18%
- USFR2.10%
Share classes counted separately41.16%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | AAPLAPPLE INC View history and evidence | $31.74M | 11.58% | 185.39K shares | — | ↗▾ | |
| 02 | GABCGERMAN AMERICAN BANCORP View history and evidence | $15.43M | 5.63% | 569.56K shares | — | ↗▾ | |
| 03 | BILSS SPDR BB 1-3M T-BILL ETFBLOOMBERG 1-3 MO View history and evidence | $11.19M | 4.08% | 121.84K shares | — | ↗▾ | |
| 04 | AMZNAMAZON.COM INC View history and evidence | $11.14M | 4.07% | 87.67K shares | — | ↗▾ | |
| 05 | COSTCOSTCO WHOLESALE CORP View history and evidence | $8.72M | 3.18% | 15.43K shares | — | ↗▾ | |
| 06 | SPYSS SPDR S&P 500 ETF TRUST-USTR UNIT View history and evidence | $8.39M | 3.06% | 19.62K shares | — | ↗▾ | |
| 07 | NVDANVIDIA CORP View history and evidence | $7.67M | 2.80% | 17.62K shares | — | ↗▾ | |
| 08 | MSFTMICROSOFT CORP View history and evidence | $6.81M | 2.48% | 21.56K shares | — | ↗▾ | |
| 09 | GOOGLALPHABET INC-CL ACAP STK CL A View history and evidence | $5.96M | 2.18% | 45.56K shares | — | ↗▾ | |
| 10 | USFRWISDOMTREE FLOATING RATE TREFLOATNG RAT TREA View history and evidence | $5.75M | 2.10% | 114.20K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 15
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| SPLV INVESCO S&P 500 LOW VOLATILI | Non-derivative | — | — | SEC filing ↗ | |
| LMBS FIRST TRUST LOW DURATION OPP | Non-derivative | — | — | SEC filing ↗ | |
| EWJ ISHARES MSCI JAPAN ETF | Non-derivative | — | — | SEC filing ↗ |
3 / 15 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 870260 · Period 2023-09-30
Data loaded 2026-09-23 · First reported 2023-11-06
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 274008216
}Research all 238 reported holdings.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.