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The Rise and Fall of L.M. Kohn & Company Q4 2022 vs. Q1 2023 13F Holdings

Ava Hoppe | 12 May, 2023

L.M. Kohn & Company is a well-known investment company that pursues high-value investments for its clients. Recently, the company filed its 13F form, which discloses its latest holdings to the public. The Q4 2022 vs. Q1 2023 comparison shows how the company's stock portfolio has undergone significant changes over a short period.

As per the 13F filing, L.M. Kohn & Company sold 18,037 shares of GOOGL (Alphabet Inc) and 12,037 shares of SPYG (SPDR Portfolio S&P 500 Growth ETF) in the Q1 2023, resulting in a drop in value of 18.7% and 42.2%, respectively. On the other hand, the company purchased 40,703 shares of BIL (SPDR Bloomberg Barclays 1-3 Month T-Bill ETF), raising its holding in the company by 28.2%. This move could possibly indicate that the company is shifting its investment strategy towards low-risk securities.

Furthermore, L.M. Kohn & Company increased its holdings in NVDA (Nvidia Corporation), CRM (Salesforce), and GLD (SPDR Gold Shares), among others. These investments show the company's confidence in the future growth prospects of these companies. On the contrary, the company reduced its holdings in a few well-established companies such as PM (Philip Morris) and PEP (PepsiCo).

It's worth noting that L.M. Kohn & Company purchased 30,108 shares of BUFR (First Trust Exchange-Traded Fund VI), a completely new addition to its portfolio. BUFR is relatively unknown in the investment world and it would be interesting to see how it performs in the coming months.

In conclusion, L.M. Kohn & Company's Q4 2022 vs. Q1 2023 13F holdings comparison demonstrates its investment strategy's dynamic nature. While the company is cutting down its holding on high-risk stocks such as GOOGL and SPYG, it is increasing its holdings in low-risk securities like BIL and potentially hidden gems like BUFR. Therefore, this move shows the company's expertise in continually adapting to the market, ensuring that its clients get the most diversified and profitable portfolio.

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