Kinloch Capital, LLC
RIA/Wealth
Kinloch Capital, LLC is a RIA/Wealth based in Glen Allen, VA led by Peter Carlyle Walls, reporting $252.4M in AUM as of Q3 2025 with VGT as the largest holding (8% allocation).
Managing PartnerPeter Carlyle Walls
- Portfolio Value
- $228.6M
- Positions
- 73
- Top Holding
- VGT at 7.54%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Kinloch Capital, LLC's portfolio (30.9% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $17.2M | 7.54% | -$784.0K Sold | — 23.1K shares | |
ETF ETF | $10.6M | 4.63% | +$199.3K Bought | — 580.5K shares | |
ETF ETF | $5.9M | 2.56% | +$5.9M Bought | — 14.8K shares | |
ETF ETF | $5.8M | 2.54% | -$85.7K Sold | — 97.1K shares | |
Drug Manufacturers - General Healthcare | $5.7M | 2.48% | +$86.1K Bought | 0.00% 24.5K shares | |
ETF ETF | $5.5M | 2.40% | +$1.1M Bought | — 9.0K shares | |
ETF ETF | $5.3M | 2.30% | -$522.5K Sold | — 28.0K shares | |
Information Technology Services Technology | $5.0M | 2.18% | +$2.8K Bought | 0.00% 17.7K shares | |
Medical - Distribution Healthcare | $4.9M | 2.16% | +$19.8K Bought | 0.01% 31.4K shares | |
Agricultural - Machinery Industrials | $4.8M | 2.10% | -$25.8K Sold | 0.00% 10.1K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Kinloch Capital, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
+23.89% | |
+19.49% | |
+9.88% | |
+6.5% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
-25.12% |
Analytics
Portfolio insights and performance metrics for Kinloch Capital, LLC
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