Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

KENFARB & CO. 13F Holdings -- Portfolio & Top Positions (2023-09-30)

KENFARB & CO. (CIK 1908904) reported $109.4M across 213 reported positions in its SEC 13F filing for 2023-09-30. Largest positions: AAPL ($5.4M, 4.90%), MSFT ($5.3M, 4.86%), INTU ($4.7M, 4.30%), ACN ($4.1M, 3.79%), ADP ($3.2M, 2.93%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1AAPLAPPLE INC COM$5.4M4.90%31,306Trimmed
2MSFTMICROSOFT CORP$5.3M4.86%16,845Trimmed
3INTUINTUIT$4.7M4.30%9,202Trimmed
4ACNACCENTURE PLC IRELAND SHS$4.1M3.79%13,497Trimmed
5ADPAUTOMATIC DATA PROCESSING IN$3.2M2.93%13,300Trimmed
6GOOGALPHABET INC$3.2M2.88%23,918Trimmed
7COSTCOSTCO WHSL CORP NEW$2.9M2.67%5,165Hold
8MAMASTERCARD INCORPORATED$2.9M2.66%7,361Trimmed
9TMOTHERMO FISHER SCIENTIFIC INC$2.2M2.05%4,421Trimmed
10CHDCHURCH & DWIGHT CO INC$2.1M1.96%23,346Trimmed
11NEENEXTERA ENERGY INC$2.1M1.95%37,194Trimmed
12LLYLILY ELI & CO$2.1M1.90%3,860Trimmed
13ROPROPER TECHNOLOGIES$2.1M1.89%4,270Trimmed
14ABTABBOTT LABS$1.9M1.78%20,047Trimmed
15ITWILLINOIS TOOL WKS INC$1.9M1.78%8,466Trimmed
16HDHOME DEPOT INC$1.9M1.73%6,274Hold
17LMTLOCKHEED MARTIN CORP$1.8M1.64%4,395Trimmed
18NOCNORTHROP GRUMMAN CORP$1.7M1.59%3,943Trimmed
19STESTERIS PLC$1.7M1.55%7,742Trimmed
20ABBVABBVIE INC$1.6M1.46%10,750Hold
21GBFISHARES TR$1.5M1.36%14,820Trimmed
22WECWEC ENERGY GROUP INC$1.5M1.33%18,049Trimmed
23CNICANADIAN NATL RY CO$1.5M1.33%13,414Trimmed
24ORCLORACLE CORP$1.4M1.31%13,528Hold
25DHRDANAHER CORPORATION$1.4M1.25%5,524Hold

Source: SEC Form 13F filings · as of 2023-09-30