Kinloch Capital, LLC holds a diversified book of 79 reported positions worth $273.7M as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter they opened Vanguard Info Tech ETF and trimmed FT-Preferred Secur & Inc ETF. Their largest long position is Vanguard Info Tech ETF at 10% of the reported non-option book. Cloning the disclosed picks since 2025 would be +17% (+15.1%/yr). That is a simulation of the disclosed long book, not audited returns.
Growth of $10,000 cloning Kinloch Capital, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~45 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
79% mapped to company sectors
+3 sectors below the cut, 14% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Kinloch Capital, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Swiss Re Ltd | 40 / 79 | $1.0B |
| 9823 Capital, L.P. | 8 / 79 | $120.5M |
| Independent Investors Inc | 24 / 79 | $413.2M |
| AdviceOne Advisory Services, LLC | 20 / 79 | $136.6M |
| Fortune 45 LLC | 12 / 79 | $174.1M |
| Copos Capital B.V. | 13 / 79 | $545.2M |
| JBF Capital, Inc. | 9 / 79 | $533.3M |
| Potomac Fund Management Inc | 14 / 79 | $2.7B |
Ranked by the share of each fund's own book sitting in the names it shares with Kinloch Capital, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard World FD INF TECH ETF | $28.3M | 236.5K | 10.3% | ▲New New position | |
| 2 | First TR Exch Traded FD III PFD SECS INC ETF | $8.0M | 450.0K | 2.9% | ▼−48% Reduced · −409K sh | |
| 3 | Abbvie Inc COM | $6.5M | 25.7K | 2.4% | ▲+3.0% Added · +752 sh | |
| 4 | Vanguard World FD INDUSTRIAL ETF | $6.3M | 17.5K | 2.3% | ▼−48% Reduced · −16K sh | |
| 5 | First TR Exchange-Traded FD FIRST TR ENH NEW | $6.0M | 99.8K | 2.2% | ▼−25% Reduced · −33K sh | |
| 6 | Caterpillar Inc COM | $5.8M | 5.5K | 2.1% | ▼−9.8% Reduced · −592 sh | |
| 7 | Franklin Resources Inc COM | $5.7M | 172.4K | 2.1% | ▲+8.1% Added · +13K sh | |
| 8 | Federal Rlty Invt TR New SH BEN INT NEW | $5.6M | 45.4K | 2.0% | ▲+3.2% Added · +1K sh | |
| 9 | Altria Group Inc COM | $5.6M | 77.4K | 2.0% | ▲+3.2% Added · +2K sh | |
| 10 | Target Corp COM | $5.6M | 42.5K | 2.0% | ▲+25% Added · +9K sh | |
| 11 | Philip Morris Intl Inc COM | $5.5M | 30.4K | 2.0% | ▲+2.2% Added · +669 sh | |
| 12 | Vanguard Index FDS S&P 500 ETF SHS | $5.4M | 7.9K | 2.0% | ▲+47% Added · +3K sh | |
| 13 | Price T Rowe Group Inc COM | $5.3M | 46.8K | 1.9% | ▲+23% Added · +9K sh | |
| 14 | Johnson & Johnson COM | $5.3M | 20.9K | 1.9% | ▲+0.9% Added · +193 sh | |
| 15 | Stanley Black & Decker Inc COM | $5.2M | 54.8K | 1.9% | ▲+31% Added · +13K sh | |
| 16 | Essex Ppty TR Inc COM | $5.1M | 17.5K | 1.9% | ▲+1.7% Added · +290 sh | |
| 17 | Cardinal Health Inc COM | $5.1M | 21.4K | 1.9% | ▲~0% Added · +2 sh | |
| 18 | Smucker J M Co COM NEW | $5.1M | 45.1K | 1.9% | ▲+41% Added · +13K sh | |
| 19 | Chevron Corporation COM | $5.0M | 30.2K | 1.8% | ▲+2.7% Added · +807 sh | |
| 20 | C H Robinson Worldwide In COM NEW | $4.9M | 26.1K | 1.8% | ▼−0.2% Reduced · −65 sh | |
| 21 | Hormel Foods Corp COM | $4.9M | 197.3K | 1.8% | ▲+40% Added · +56K sh | |
| 22 | Realty Income Corp COM | $4.9M | 78.9K | 1.8% | ▲+8.0% Added · +6K sh | |
| 23 | Coca Cola Co COM | $4.9M | 60.0K | 1.8% | ▲+1.3% Added · +750 sh | |
| 24 | Exxon Mobil Corp COM | $4.8M | 35.2K | 1.8% | ▲+2.3% Added · +797 sh | |
| 25 | Archer Daniels Midland Co COM | $4.8M | 62.8K | 1.8% | ▲+0.8% Added · +498 sh | |
| 26 | Cincinnati Finl Corp COM | $4.7M | 25.6K | 1.7% | ▼−0.5% Reduced · −133 sh | |
| 27 | Eversource Energy COM | $4.7M | 65.1K | 1.7% | ▲+2.2% Added · +1K sh | |
| 28 | International Business Machs COM | $4.5M | 16.1K | 1.6% | ▲+1.1% Added · +169 sh | |
| 29 | NextEra Energy Inc COM | $4.5M | 51.2K | 1.6% | ▲+0.7% Added · +362 sh | |
| 30 | Pepsico Inc COM | $4.4M | 32.8K | 1.6% | ▲+6.8% Added · +2K sh | |
| 31 | Consolidated Edison Inc COM | $4.4M | 40.0K | 1.6% | ▲+2.1% Added · +821 sh | |
| 32 | RTX Corporation COM | $4.4M | 23.3K | 1.6% | ▲+1.6% Added · +371 sh | |
| 33 | Nucor Corp COM | $4.4M | 19.7K | 1.6% | ▲+0.3% Added · +61 sh | |
| 34 | Automatic Data Processing In COM | $4.4M | 19.5K | 1.6% | ▲+54% Added · +7K sh | |
| 35 | Aflac Inc COM | $4.3M | 37.0K | 1.6% | ▲+0.1% Added · +20 sh | |
| 36 | Kimberly-Clark Corp COM | $4.3M | 39.2K | 1.6% | ▲+20% Added · +7K sh | |
| 37 | Amcor PLC COM NEW | $4.3M | 99.2K | 1.6% | ▲+29% Added · +22K sh | |
| 38 | Sysco Corp COM | $4.3M | 51.3K | 1.6% | ▲+3.8% Added · +2K sh | |
| 39 | Atmos Energy Corp COM | $4.3M | 24.8K | 1.6% | ▲+0.7% Added · +184 sh | |
| 40 | Kenvue Inc COM | $4.3M | 223.2K | 1.6% | ▲+12% Added · +25K sh | |
| 41 | General Dynamics Corp COM | $4.2M | 11.9K | 1.5% | ▲+1.8% Added · +212 sh | |
| 42 | Clorox Co Del COM | $4.1M | 43.3K | 1.5% | ▲+45% Added · +13K sh | |
| 43 | Emerson Elec Co COM | $4.1M | 28.7K | 1.5% | ▲+0.1% Added · +40 sh | |
| 44 | Genuine Parts Co COM | $3.7M | 31.8K | 1.4% | ▲+7.3% Added · +2K sh | |
| 45 | Procter & Gamble Co COM | $3.7M | 25.4K | 1.4% | ▲+4.1% Added · +1K sh | |
| 46 | Abbott Laboratories COM | $3.6M | 39.3K | 1.3% | ▲+4.3% Added · +2K sh | |
| 47 | Walmart Inc COM | $3.5M | 31.0K | 1.3% | ▼−1.7% Reduced · −530 sh | |
| 48 | McDonalds Corp COM | $3.5M | 12.9K | 1.3% | ▲+3.3% Added · +407 sh | |
| 49 | Medtronic PLC SHS | $3.4M | 42.9K | 1.2% | ▲+2.3% Added · +973 sh | |
| 50 | McCormick & Co Inc COM NON VTG | $2.0M | 39.5K | 0.7% | ▲+784% Added · +35K sh |
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As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.