Terminal · Institutions

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

Kinloch Capital, LLC 13F Holdings -- Portfolio & Top Positions (2026-03-31)

Kinloch Capital, LLC (CIK 1818557) reported $245.2M across 83 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: FPE ($15.3M, 6.22%), VIS ($10.5M, 4.28%), FTSM ($7.9M, 3.23%), VDC ($6.6M, 2.68%), CVX ($6.1M, 2.48%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1FPEFIRST TR EXCH TRADED FD III$15.3M6.22%859,253Trimmed
2VISVANGUARD WORLD FD$10.5M4.28%33,590New
3FTSMFIRST TR EXCHANGE-TRADED FD$7.9M3.23%132,320Added
4VDCVANGUARD WORLD FD$6.6M2.68%29,235New
5CVXCHEVRON CORPORATION$6.1M2.48%29,436Added
6XOMEXXON MOBIL CORP$5.8M2.38%34,400Trimmed
7ABBVABBVIE INC$5.4M2.21%24,944Added
8JNJJOHNSON & JOHNSON$5.1M2.07%20,738Trimmed
9MOALTRIA GROUP INC$5.0M2.02%75,022Added
10PMPHILIP MORRIS INTL INC$4.9M2.01%29,761Added
11PEPPEPSICO INC$4.8M1.95%30,719Added
12NEENEXTERA ENERGY INC$4.7M1.93%50,828Trimmed
13FRTFEDERAL RLTY INVT TR NEW$4.7M1.91%44,002Added
14ADMARCHER DANIELS MIDLAND CO$4.5M1.85%62,310Trimmed
15ATOATMOS ENERGY CORP$4.5M1.85%24,595Trimmed
16KOCOCA COLA CO$4.5M1.84%59,277Trimmed
17CAHCARDINAL HEALTH INC$4.5M1.84%21,387Trimmed
18OREALTY INCOME CORP$4.5M1.82%73,025Added
19RTXRTX CORPORATION$4.4M1.81%22,975Trimmed
20EDCONSOLIDATED EDISON INC$4.4M1.81%39,227Trimmed
21ESEVERSOURCE ENERGY$4.4M1.80%63,712Added
22CHRWC H ROBINSON WORLDWIDE IN$4.3M1.77%26,188Trimmed
23CATCATERPILLAR INC$4.3M1.75%6,068Trimmed
24VDEVANGUARD WORLD FD$4.2M1.70%24,030New
25ESSESSEX PPTY TR INC$4.2M1.70%17,182Added

Source: SEC Form 13F filings · as of 2026-03-31