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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

L.M. KOHN & COMPANY

Quarter ended Q1 2025 · Filed April 21, 2025 · Accession 0001214659-25-006185

Total Value
$382.8M
Positions
275
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (275)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INC COMAAPL168,032$37.3M9.75%
2NVIDIA CORPORATION COMNVDA181,859$19.7M5.15%
3GERMAN AMERN BANCORP INC COM373865104490,458$18.4M4.80%
4AMAZON COM INC COMAMZN86,145$16.4M4.28%
5COSTCO WHSL CORP NEW COM22160K10514,620$13.8M3.61%
6SPDR S&P 500 ETF TR TR UNITSPY20,214$11.3M2.95%
7MICROSOFT CORP COMMSFT26,237$9.8M2.57%
8BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A16,112$8.6M2.24%
9SPDR SER TR BLOOMBERG 1-3 MO78468r66377,752$7.1M1.86%
10ALPHABET INC CAP STK CL AGOOG44,837$6.9M1.81%
11VANGUARD INDEX FDS S&P 500 ETF SHS92290836312,888$6.6M1.73%
12VISA INC COM CL AV18,181$6.4M1.66%
13JOHNSON & JOHNSON COMJNJ34,460$5.7M1.49%
14VANGUARD INDEX FDS TOTAL STK MKT92290876920,145$5.5M1.45%
15PROCTER AND GAMBLE CO COM74271810931,276$5.3M1.39%
16MASTERCARD INCORPORATED CL AMA9,526$5.2M1.36%
17WISDOMTREE TR FLOATNG RAT TREAWT100,100$5.0M1.32%
18FIRST TR EXCHNG TRADED FD VI FT VEST LADDERED33740F755162,303$4.8M1.26%
19INVESCO QQQ TR UNIT SER 1IVZ9,970$4.7M1.22%
20JPMORGAN CHASE & CO. COMVYLD18,370$4.5M1.18%
21HOME DEPOT INC COMHD10,430$3.8M1.00%
22FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV33738R50650,770$3.0M0.78%
23WALMART INC COMWMT30,626$2.7M0.70%
24ORACLE CORP COMORCL-PD18,728$2.6M0.68%
25PEPSICO INC COMPEP16,947$2.5M0.66%
26ABBVIE INC COMABBV11,900$2.5M0.65%
27VANGUARD SPECIALIZED FUNDS DIV APP ETF92190884412,443$2.4M0.63%
28SALESFORCE INC COMCRM8,989$2.4M0.63%
29FLEXSHARES TR US QUALITY CAPFLEX36,081$2.3M0.60%
30BOOKING HOLDINGS INC COMBKNG497$2.3M0.60%
31EXXON MOBIL CORP COMXOM18,220$2.2M0.57%
32META PLATFORMS INC CL AMETA3,729$2.1M0.56%
33ELI LILLY & CO COMLLY2,588$2.1M0.56%
34FIFTH THIRD BANCORP COMFITBM54,365$2.1M0.56%
35UNITEDHEALTH GROUP INC COMUNH3,748$2.0M0.51%
36MCDONALDS CORP COMMCD6,213$1.9M0.51%
37SELECT SECTOR SPDR TR TECHNOLOGY81369Y8039,291$1.9M0.50%
38LOCKHEED MARTIN CORP COMLMT4,283$1.9M0.50%
39BLACKSTONE INC COMBX12,920$1.8M0.47%
40WISDOMTREE TR US QUALITY GROWWT38,231$1.7M0.44%
41ISHARES TR RUSSELL 2000 ETF4642876558,400$1.7M0.44%
42INVESCO EXCHANGE TRADED FD T S&P500 EQL WGTIVZ9,659$1.7M0.44%
43SERVICENOW INC COMNOW1,942$1.5M0.40%
44SPDR SER TR PRTFLO S&P500 GW78464A40919,096$1.5M0.40%
45SPDR SER TR PORTFOLI S&P150078464A80522,148$1.5M0.39%
46TESLA INC COMTSLA5,505$1.4M0.37%
47SOUTHERN CO COMSOMN15,210$1.4M0.37%
48QUALCOMM INC COMQCOM9,099$1.4M0.37%
49FIRST TR EXCHANGE-TRADED FD FIRST TR ENH NEW33739Q40823,267$1.4M0.36%
50DISNEY WALT CO COM25468710613,467$1.3M0.35%
51PARKER-HANNIFIN CORP COMPH2,103$1.3M0.33%
52PAYCHEX INC COMPAYX8,214$1.3M0.33%
53GOLDMAN SACHS GROUP INC COMGSCE2,302$1.3M0.33%
54CHEVRON CORP NEW COMCVX7,408$1.2M0.32%
55PHILIP MORRIS INTL INC COM7181721097,796$1.2M0.32%
56SPDR SER TR PORTFOLIO SH TSR78468R10141,874$1.2M0.32%
57SERIES PORTFOLIOS TR ELDRIDGE AAA CLO81752T48646,939$1.2M0.31%
58UBER TECHNOLOGIES INC COMUBER16,183$1.2M0.31%
59ISHARES TR FLTG RATE NT ETF46429B65523,061$1.2M0.31%
60UNION PAC CORP COMUNP4,894$1.2M0.30%
61BROADCOM INC COMAVGO6,855$1.1M0.30%
62ALPHABET INC CAP STK CL CGOOG7,248$1.1M0.30%
63VANGUARD INDEX FDS REAL ESTATE ETF92290855312,253$1.1M0.29%
64EA SERIES TRUST STRIVE ENHANCED02072L44154,489$1.1M0.29%
65ISHARES GOLD TR ISHARES NEWIAU18,724$1.1M0.29%
66COCA COLA CO COMKO15,346$1.1M0.29%
67SPDR GOLD TR GOLD SHSGLD3,797$1.1M0.29%
68FIRST TR EXCHANGE TRADED FD DJ GLBL DIVID33734X20045,180$1.1M0.29%
69LEGG MASON ETF INVT FRANKLIN INTL LW52468L50533,351$1.1M0.28%
70WASTE MGMT INC DEL COM94106L1094,642$1.1M0.28%
71NEXTERA ENERGY INC COMNEE-PW15,050$1.1M0.28%
72LOWES COS INC COM5486611074,423$1.0M0.27%
73INVESCO EXCH TRADED FD TR II S&P500 HDL VOLIVZ20,447$1.0M0.27%
74SPDR SER TR BBG CONV SEC ETF78464A35913,002$996,1920.26%
75CROWDSTRIKE HLDGS INC CL ACRWD2,823$995,3330.26%
76FLEXSHARES TR MORNSTAR UPSTRFLEX25,493$989,3870.26%
77ADOBE INC COMADBE2,579$989,1240.26%
78DEERE & CO COMDE2,084$978,2000.26%
79VANGUARD INDEX FDS EXTEND MKT ETF9229086525,651$973,3650.25%
80VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT92194385819,104$971,0700.25%
81SELECT SECTOR SPDR TR SBI HEALTHCARE81369Y2096,594$962,7900.25%
82SELECT SECTOR SPDR TR SBI INT-UTILS81369Y88612,189$961,0880.25%
83FIRST TR EXCHANGE TRADED FD NASDAQ CYB ETF33734X84615,122$952,6960.25%
84OREILLY AUTOMOTIVE INC COM67103H107665$952,6660.25%
85STRYKER CORPORATION COMSYK2,536$944,1180.25%
86PFIZER INC COMPFE36,924$935,6530.24%
87UNITED PARCEL SERVICE INC CL BUPS8,449$929,2740.24%
88VANGUARD MALVERN FDS CORE-PLUS BD ETF92202075511,817$916,5270.24%
89SCHWAB STRATEGIC TR HIGH YIELD BD ET80852463134,891$911,0040.24%
90SELECT SECTOR SPDR TR SBI CONS STPLS81369Y30811,032$900,9430.24%
91BLACKROCK INC COM ADDEDBLK945$894,2160.23%
92VERIZON COMMUNICATIONS INC COMVZ19,652$891,3920.23%
93PNC FINL SVCS GROUP INC COM6934751055,042$886,2150.23%
94ISHARES TR CORE S&P500 ETF4642872001,572$883,1640.23%
95DUKE ENERGY CORP NEW COM NEWDUKB6,992$852,8530.22%
96CISCO SYS INC COMCSCO13,778$850,2400.22%
97REALTY INCOME CORP COMO14,604$847,2060.22%
98CATERPILLAR INC COMCAT2,505$826,3130.22%
99SCHWAB STRATEGIC TR INTL EQTY ETF80852480541,769$826,1910.22%
100CSX CORP COMCSX28,021$824,6710.22%
101SHERWIN WILLIAMS CO COMSHW2,336$815,7660.21%
102SPDR DOW JONES INDL AVERAGE UT SER 178467X1091,915$803,9470.21%
103ISHARES TR CORE S&P SCP ETF4642878047,547$789,1810.21%
104SPDR SER TR PRTFLO S&P500 HI78468R78817,681$782,5830.20%
105ADVANCED MICRO DEVICES INC COMAMD7,512$771,7830.20%
106SELECT SECTOR SPDR TR ENERGY81369Y5068,245$770,4950.20%
107FIRST TR EXCHANGE-TRADED FD DORSEY WRT 5 ETF33738R60514,044$770,4540.20%
108PALO ALTO NETWORKS INC COMPANW4,501$768,0510.20%
109WD 40 CO COMWDFC3,133$764,4520.20%
110FIRST TR EXCHNG TRADED FD VI TCW OPPORTUNIS33740F80517,242$755,9010.20%
111SPDR SER TR PORTFOLIO S&P50078464A85411,380$748,3380.20%
112FIRST TR EXCHNG TRADED FD VI FT VEST LADDERED33740U70329,507$736,2000.19%
113MERCK & CO INC COMMRK8,179$734,1560.19%
114VALERO ENERGY CORP COMVLO5,530$730,3310.19%
115SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRPMDY1,353$721,5660.19%
116VANGUARD INDEX FDS MID CAP ETF9229086292,777$718,2850.19%
117ALTRIA GROUP INC COMMO11,608$696,7340.18%
118AMGEN INC COMAMGN2,224$693,0430.18%
119PROSHARES TR S&P MDCP 400 DIV74347B6808,587$692,5060.18%
120LINDE PLC SHSLIN1,486$691,7990.18%
121NETFLIX INC COMNFLX735$685,4100.18%
122CHIPOTLE MEXICAN GRILL INC COMCMG13,549$680,2950.18%
123SPDR SER TR PRTFLO S&P500 VL78464A50813,262$677,3150.18%
124APPLIED MATLS INC COM0382221054,606$668,4090.17%
125SCHWAB STRATEGIC TR US LCAP VA ETF80852440924,266$644,9900.17%
126ISHARES TR 1 3 YR TREAS BD4642874577,768$642,6230.17%
127SELECT SECTOR SPDR TR FINANCIAL81369Y60512,898$642,4430.17%
128HONEYWELL INTL INC COM4385161062,941$622,7800.16%
129ISHARES TR 7-10 YR TRSY BD4642874406,504$620,3270.16%
130PALANTIR TECHNOLOGIES INC CL APLTR7,082$597,7210.16%
131SYSCO CORP COMSYY7,929$594,9850.16%
132RTX CORPORATION COMRTX4,487$594,3380.16%
133FIDELITY WISE ORIGIN BITCOIN SHSFBTC8,245$593,3930.16%
134AMERICAN TOWER CORP NEW COM03027X1002,610$567,9990.15%
135PROSHARES TR RUSS 2000 DIVD74347B6988,615$565,0310.15%
136AT&T INC COMT-PC19,863$561,7200.15%
137FLEXSHARES TR IBOXX 5YR TRGTFLEX22,965$556,8950.15%
138INTERNATIONAL BUSINESS MACHS COMINTR2,192$545,0560.14%
139VANGUARD INDEX FDS GROWTH ETF9229087361,461$541,7070.14%
140VANGUARD INTL EQUITY INDEX F ALLWRLD EX US9220427758,885$538,9620.14%
141EMERSON ELEC CO COMEMR4,663$511,2870.13%
142AUTOZONE INC COMAZO133$507,1000.13%
143VANGUARD INDEX FDS VALUE ETF9229087442,921$504,6080.13%
144PROSHARES TR S&P 500 DV ARIST74348A4674,906$501,2770.13%
145VANGUARD WELLINGTON FD US MINIMUM9219354093,906$495,0460.13%
146CALAMOS CONV OPPORTUNITIES & SH BEN INT12811710851,529$494,1660.13%
147ISHARES TR IBONDS DEC25 ETF46434VBD119,520$490,9280.13%
148FIRST TR EXCHANGE-TRADED FD CAP STRENGTH ETF33733E1045,465$489,8780.13%
149NIKE INC CL BNKE7,704$489,0690.13%
150VANGUARD WELLINGTON FD US MULTIFACTOR9219356073,812$481,4930.13%
151SELECT SECTOR SPDR TR SBI CONS DISCR81369Y4072,372$468,3750.12%
152VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF9220428746,639$466,1240.12%
153M & T BK CORP COM55261F1042,590$463,0190.12%
154CINTAS CORP COMCTAS2,245$461,4350.12%
155FIRST TR EXCHANGE TRAD FD VI FST TR GLB FD33739H10117,833$455,0970.12%
156BOEING CO COMBA-PA2,636$449,5510.12%
157BRISTOL-MYERS SQUIBB CO COMCELG-RI7,365$449,2140.12%
158HANCOCK JOHN FINL OPPTYS FD SH BEN INT NEW40973520612,857$438,5390.11%
159KKR & CO INC COMKKRT3,763$435,0400.11%
160ISHARES TR IBOXX INV CP ETF4642872423,974$431,9830.11%
161INTERPUBLIC GROUP COS INC COMINTR15,852$430,5450.11%
162GE VERNOVA INC COMGEV1,385$422,8130.11%
163ISHARES TR 3 7 YR TREAS BD4642886613,419$403,8880.11%
164ARK ETF TR INNOVATION ETF00214Q1048,488$403,8590.11%
165MURPHY USA INC COMMUSA853$400,7480.10%
166DECKERS OUTDOOR CORP COMDECK3,530$394,6890.10%
167FIRST TR EXCHANGE-TRADED FD FT VEST S&P 50033739Q7057,682$388,1180.10%
168VANGUARD SCOTTSDALE FDS SHORT TERM TREAS92206C1026,418$376,6720.10%
169PACER FDS TR LUNT LRGCP MULTI69374H8167,775$372,7930.10%
170SPDR SER TR PORTFLI INTRMDIT78464A67212,967$370,5970.10%
171GENERAL MLS INC COM3703341046,165$368,6170.10%
172ISHARES TR CORE S&P MCP ETF4642875076,251$364,7450.10%
173FIRST TR EXCHANGE-TRADED FD ALERIAN US NXTGN33736M1035,540$364,1780.10%
174MORGAN STANLEY COM NEWMS-PQ3,121$364,1320.10%
175SPDR SER TR BLOOMBERG INVT78468R20011,657$359,2690.09%
176IRON MTN INC DEL COM46284V1014,172$358,9970.09%
177GLOBAL X FDS ARTIFICIAL ETF37954Y6329,796$356,3780.09%
178GAMING & LEISURE PPTYS INC COM36467J1086,980$355,2570.09%
179YUM BRANDS INC COMYUM2,207$347,3580.09%
180TRANSDIGM GROUP INC COMTDG250$345,8230.09%
181GLOBAL X FDS CLEAN WTR ETF37954Y18620,300$345,2020.09%
182CHEWY INC CL ACHWY10,444$339,5340.09%
183SSGA ACTIVE ETF TR BLACKSTONE SENR78467V6088,249$339,2880.09%
184SIMPLIFY EXCHANGE TRADED FUN MANAGED FUTURES82889N69911,424$338,1500.09%
185THERMO FISHER SCIENTIFIC INC COMTMO678$337,3880.09%
186COLUMBIA SELIGM PREM TECH GR COM19842X10911,935$333,9300.09%
187FIRST TR EXCHANGE-TRADED FD NASDQ SEMCNDTR33738R8114,393$331,8950.09%
188FIRST TR EXCHANGE-TRADED FD SMID RISNG ETF33741X1029,723$325,7370.09%
189INNOVATOR ETFS TRUST S&P INVT GRD PFDINHD18,238$322,1650.08%
190ISHARES TR PFD AND INCM SEC46428868710,287$316,1220.08%
191ISHARES TR ISHS 1-5YR INVS4642886466,022$315,3820.08%
192SUNOCO LP/SUNOCO FIN CORP COM UT REP LPSUN5,400$313,5240.08%
193MONDELEZ INTL INC CL A6092071054,596$311,8410.08%
194GLOBAL X FDS RBTCS ARTFL INTE37954Y71510,917$310,6980.08%
195VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF9220428586,864$310,6720.08%
196WISDOMTREE TR ITL HDG QTLY DIVWT7,098$308,0530.08%
197WILLIAMS COS INC COM9694571005,092$304,3120.08%
198ABBOTT LABS COMABLZF2,285$303,0640.08%
199KINDER MORGAN INC DEL COMEP-PC10,587$302,0510.08%
200ONEOK INC NEW COMOKE3,030$300,6620.08%
201VANGUARD INDEX FDS SMALL CP ETF9229087511,343$297,8290.08%
202ENBRIDGE INC COMENNPF6,712$297,4090.08%
203ENERGY TRANSFER L P COM UT LTD PTNET-PI15,935$296,2300.08%
204GLOBAL X FDS GLBL X MLP ETF37954Y3435,445$289,8370.08%
205FIRST TR EXCHANGE-TRADED FD NASDQ OIL GAS33738R8459,563$289,5680.08%
206REPUBLIC SVCS INC COM7607591001,186$287,2500.08%
207COMCAST CORP NEW CL ACCZ7,758$286,2530.07%
208AMEREN CORP COMAEE2,831$284,2740.07%
209VANGUARD BD INDEX FDS TOTAL BND MRKT9219378353,868$284,1050.07%
210CAPRI HOLDINGS LIMITED SHSCPRI14,313$282,3950.07%
211SPDR SER TR NUVEEN BLMBRG MU78468R7216,250$281,6880.07%
212J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM46641Q3324,854$277,3300.07%
213FIRST TR EXCHANGE TRADED FD HLTH CARE ALPH33734X1432,676$277,2340.07%
214TEXAS INSTRS INC COM8825081041,532$275,3350.07%
215AMERICAN ELEC PWR CO INC COM0255371012,519$275,2970.07%
216FIRST TR EXCHNG TRADED FD VI FT ENERGY INCOME33740F27613,481$273,5290.07%
217FORD MTR CO COM34537086027,198$272,7990.07%
218FIRST TR MORNINGSTAR DIVID L SHS3369171096,275$272,5860.07%
219SCHWAB STRATEGIC TR US AGGREGATE B80852483911,766$272,5010.07%
220VANGUARD CHARLOTTE FDS TOTAL INT BD ETF92203J4075,557$271,2930.07%
221ISHARES TR S&P 500 GRWT ETF4642873092,916$270,6920.07%
222CARDINAL HEALTH INC COMCAH1,961$270,1910.07%
223SCHWAB STRATEGIC TR US DIVIDEND EQ8085247979,566$267,4780.07%
224FIRST TR EXCHANGE TRADED FD CLOUD COMPUTING33734X1922,605$266,3210.07%
225CVS HEALTH CORP COMCVS3,847$260,6280.07%
226ISHARES TR RUS 1000 GRW ETF464287614717$258,8530.07%
227CUMMINS INC COMCMI823$258,0360.07%
228BLACKROCK HEALTH SCIENCES TR COMBLK6,652$257,0380.07%
229VANECK ETF TRUST GOLD MINERS ETF92189F1065,488$252,2830.07%
230SPDR INDEX SHS FDS PORTFOLIO EMG MK78463X5096,358$250,3280.07%
231ISHARES TR MSCI USA MMENTM46432F3961,234$249,4280.07%
232AFLAC INC COMAFL2,225$247,3810.06%
233GRAYSCALE BITCOIN TRUST ETF SHS REP COM UTGBTC3,775$246,0170.06%
234VANGUARD BD INDEX FDS SHORT TRM BOND9219378273,063$239,7720.06%
235TRANE TECHNOLOGIES PLC SHSTT709$238,9000.06%
236GE AEROSPACE COM NEW3696043011,186$237,4020.06%
237PIMCO DYNAMIC INCOME FD SHS72201Y10111,785$233,3430.06%
238ZOETIS INC CL AZTS1,414$232,8460.06%
239TARGET CORP COMTGT2,227$232,4550.06%
240ISHARES TR CORE 80/20 AGGRE4642898593,035$232,2000.06%
241NORFOLK SOUTHN CORP COM655844108977$231,4380.06%
242FIRST TR EXCHANGE-TRADED FD WTR ETF33733B1002,273$228,9140.06%
243MPLX LP COM UNIT REP LTDMPLXP4,269$228,4720.06%
244CALAMOS CONV & HIGH INCOME F COM SHS12811P10822,574$227,9970.06%
245CASEYS GEN STORES INC COM147528103522$226,5690.06%
2463M CO COMMMM1,526$224,1800.06%
247FIRST TR EXCH TRADED FD III FT VEST SMID33738D82011,145$222,5660.06%
248FIRST TR EXCHNG TRADED FD VI VEST U S EQUITY33740F2277,000$221,8500.06%
249FIRST TR EXCHANGE TRADED FD NASDQ CLN EDGE33737A1081,951$220,7170.06%
250FIRST TR EXCHANGE-TRADED FD MULTI ASSET DI33738R10013,440$219,7760.06%
251CANADIAN IMPERIAL BK COMM COMCNDIF3,860$217,3180.06%
252MFS CHARTER INCOME TR SH BEN INTMCR34,643$217,2100.06%
253SPDR SER TR S&P BIOTECH78464A8702,672$216,7190.06%
254COLGATE PALMOLIVE CO COMCL2,309$216,3190.06%
255KIMBERLY-CLARK CORP COMKMB1,516$215,5470.06%
256SELECT SECTOR SPDR TR INDL81369Y7041,602$209,9740.05%
257MARATHON PETE CORP COMMARA1,423$207,3770.05%
258WELLS FARGO CO NEW COM9497461012,836$203,6100.05%
259EATON VANCE TAX-MANAGED DIVE COMETN14,244$203,1160.05%
260COHEN & STEERS CLOSED-END OP COM19248P10613,117$158,3250.04%
261OXFORD LANE CAP CORP COMOXLCZ32,720$154,4380.04%
262CALAMOS GBL DYN INCOME FUND COM12811L10723,398$149,5100.04%
263NUVEEN AMT FREE QLTY MUN INC COMNU13,170$147,5040.04%
264GAMCO GLOBAL GOLD NAT RES & COM SH BEN INT36465A10931,904$139,4210.04%
265ABRDN GLOBAL PREMIER PPTYS F COM SH BEN INT00302L10834,164$132,5570.03%
266XAI MADISON EQUITY PREMIUM I COMMCN20,994$128,6900.03%
267EATON VANCE TAX-MANAGED GLOB COMETN14,642$120,7970.03%
268GAMCO NAT RES GOLD & INCOME SH BEN INT36465E10118,717$113,9890.03%
269GABELLI CONV & INC SECS FD I COM36240B10928,815$107,6230.03%
270HIGH INCOME SECS FD SHS BEN INT42968F10813,816$91,8760.02%
271MFS GOVT MKTS INCOME TR SH BEN INT55293910023,467$74,3900.02%
272MFS INTER INCOME TR SH BEN INT55273C10725,597$68,8550.02%
273NEUBERGER BERMAN REAL ESTATE COMNRO18,581$61,3170.02%
274FIRST TR SPECIALTY FIN & FIN COM BEN INTR33733G10911,800$50,7400.01%
275MFS INTER HIGH INCOME FD SH BEN INT59318T10916,000$27,3600.01%