Kinloch Capital, LLC
Annual return '25
+20.1%
SPY '25
+17.7%
Alpha
+2.4ptsvs SPY
Invested
$1.3B
Holdings
257
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 96%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VOO
VANGUARD INDEX FDS
Q1 2026: Sold 2.1% (10.6k → 10.4k shares)
3.3%
02
$NDQ
INVESCO QQQ TR
Q1 2026: Sold 5.8% (4.2k → 3.9k shares)
3.1%
03
$NVDA
NVIDIA CORPORATION
Q1 2026: Increased +11.5% (117.2k → 130.7k shares)
2.0%
04
$EFA
ISHARES TR
Held since at least Q1 2024
2.0%
05
$XBI
SPDR SERIES TRUST
Held since at least Q1 2024
2.0%
06
$TLT
ISHARES TR
Held since at least Q1 2024
1.7%
07
$IVW
ISHARES TR
Q1 2026: Increased +19.2% (2.0k → 2.4k shares)
1.5%
08
$MSFT
MICROSOFT CORP
Q1 2026: Increased +10.1% (38.7k → 42.6k shares)
1.5%
09
$JPM
JPMORGAN CHASE & CO
Q1 2026: Increased +7.5% (29.1k → 31.3k shares)
1.4%
10
$DIA
STATE STR SPDR DOW JONES IND
Q4 2025: New position (432 shares)
1.3%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 15:11 UTC.