L.M. KOHN & COMPANY
CIK 870260 · Holdings on Dec 31, 2024 · First reported Jan 30, 2025
Top ten holdings
Q4 2024- AAPL11.14%
- NVDA6.46%
- AMZN5.05%
- GABC3.79%
- COST3.67%
- MSFT2.92%
- SPY2.74%
- GOOGL2.23%
- BIL2.03%
- BRK.B1.87%
Share classes counted separately41.90%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- GABCWeight decreased · -1.04 pp4.83% → 3.79%Shares -127.59K (-25.94%)
- AMZNWeight increased · +0.88 pp4.17% → 5.05%Shares +656 (+0.74%)
- AAPLWeight increased · +0.86 pp10.28% → 11.14%Shares -2.22K (-1.28%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
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 INCCommon Stock View history and evidence | $43.03M | 11.14% | 171.85K shares | 10.28% → 11.14%+0.86 pp -2.22K (-1.28%) | Reduced | ↗▾ |
| 02 | NVDANVIDIA CORPCommon Stock View history and evidence | $24.95M | 6.46% | 185.78K shares | 5.72% → 6.46%+0.74 pp -188 (-0.10%) | Reduced | ↗▾ |
| 03 | AMZNAMAZON.COM INCCommon Stock View history and evidence | $19.53M | 5.05% | 89.00K shares | 4.17% → 5.05%+0.88 pp +656 (+0.74%) | Added | ↗▾ |
| 04 | GABCGERMAN AMERICAN BANCORPCommon Stock View history and evidence | $14.65M | 3.79% | 364.22K shares | 4.83% → 3.79%-1.04 pp -127.59K (-25.94%) | Reduced | ↗▾ |
| 05 | COSTCOSTCO WHOLESALE CORPCommon Stock View history and evidence | $14.17M | 3.67% | 15.47K shares | 3.49% → 3.67%+0.18 pp -40 (-0.26%) | Reduced | ↗▾ |
| 06 | MSFTMICROSOFT CORPCommon Stock View history and evidence | $11.28M | 2.92% | 26.75K shares | 2.96% → 2.92%-0.04 pp -348 (-1.28%) | Reduced | ↗▾ |
| 07 | SPYSS SPDR S&P 500 ETF TRUST-USExchange Traded Fund View history and evidence | $10.57M | 2.74% | 18.03K shares | 2.65% → 2.74%+0.09 pp -212 (-1.16%) | Reduced | ↗▾ |
| 08 | GOOGLALPHABET INC-CL ACommon Stock View history and evidence | $8.62M | 2.23% | 45.54K shares | 1.88% → 2.23%+0.35 pp +737 (+1.64%) | Added | ↗▾ |
| 09 | BILSS SPDR BB 1-3M T-BILL ETFExchange Traded Fund View history and evidence | $7.85M | 2.03% | 85.82K shares | 1.73% → 2.03%+0.30 pp +11.59K (+15.61%) | Added | ↗▾ |
| 10 | BRK.BBERKSHIRE HATHAWAY INC-CL BCommon Stock View history and evidence | $7.24M | 1.87% | 15.98K shares | 1.91% → 1.87%-0.04 pp -368 (-2.25%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 39
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| SPLV INVESCO S&P 500 LOW VOLATILI | Non-derivative | -21,199 | -$1.52M | SEC filing ↗ | SEC filing ↗ |
| TLT ISHARES 20+ YEAR TREASURY BD | Non-derivative | -14,719 | -$1.44M | SEC filing ↗ | SEC filing ↗ |
| EPI WISDOMTREE INDIA EARNINGS | Non-derivative | -18,334 | -$925.13K | SEC filing ↗ | SEC filing ↗ |
3 / 39 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 2024-12-31
Data loaded 2026-09-23 · First reported 2025-01-30
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 386375353
}Research all 260 reported holdings.
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