L.M. KOHN & COMPANY
RIA/Wealth
L.M. KOHN & COMPANY is a RIA/Wealth based in Cincinnati, OH led by Larry Michael Kohn, reporting $2.1B in AUM as of Q3 2025 with 35% ETF concentration.
CEOLarry Michael Kohn
- Portfolio Value
- $82.9M
- Positions
- 120
- Top Holding
- AAPL at 6.03%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in L.M. KOHN & COMPANY's portfolio (33.9% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Consumer Electronics Technology | $5.0M | 6.03% | -$31.9M Sold | 0.00% 19.6K shares | |
Software - Infrastructure Technology | $4.1M | 4.90% | -$9.1M Sold | 0.00% 7.8K shares | |
Household & Personal Products Consumer Defensive | $3.5M | 4.27% | -$1.2M Sold | 0.00% 23.0K shares | |
Specialty Retail Consumer Cyclical | $2.9M | 3.51% | -$14.2M Sold | 0.00% 13.2K shares | |
Banks - Diversified Financial Services | $2.5M | 3.06% | -$3.1M Sold | 0.00% 8.0K shares | |
Internet Content & Information Communication Services | $2.3M | 2.79% | -$7.1M Sold | 0.00% 9.5K shares | |
Semiconductors Technology | $2.2M | 2.61% | +$2.2M Bought | 0.00% 11.6K shares | |
ETF ETF | $2.1M | 2.57% | -$5.1M Sold | — 3.5K shares | |
Discount Stores Consumer Defensive | $1.8M | 2.18% | -$10.8M Sold | 0.00% 2.0K shares | |
Asset Management Financial Services | $1.6M | 1.99% | -$563.6K Sold | 0.00% 9.6K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in L.M. KOHN & COMPANY'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 | |
+23.54% | |
+20.37% | |
+18.61% | |
+17.46% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
Sold |
Analytics
Portfolio insights and performance metrics for L.M. KOHN & COMPANY
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