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Kinloch Capital, LLC
Kinloch Capital is an independent, fiduciary, SEC-registered investment advisor delivering wealth management through an Endowment and Family Office model. The firm aims to offer sophisticated strategies typically reserved for large institutions or ultra-high net-worth families to a broader clientele. Kinloch Capital emphasizes client service, independence, and advanced technology, differentiating itself with a boutique, client-centered approach.
Investment Strategy
The firm uses an Endowment Model for investing and a Family Office Model for wealth management, focusing on diversification, long-term growth, and risk management, bringing strategies associated with large endowments and family offices to high-net-worth individuals and families. The portfolio includes a mix of ETF and individual equity holdings, domestic and international exposure, with periodic rebalancing and moderate turnover (11%–9% per quarter). Top holdings include VGT, FPE, FTSM, VOX, VFH, and IBM; the firm is a net buyer of quality companies and emphasizes sector and asset class diversification.
Latest 13F Filing Activity
Kinloch Capital, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 75 equity positions with a total 13F market value of $215M. The fund increased holdings in Vanguard World FD, Vanguard World FD, Cardinal Health Inc. among other positions. Kinloch Capital, LLC reduced exposure to Vanguard World FD, Vanguard World FD, Vanguard World FD among others.
Top Holdings
Equity Positions (75)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VGT | VANGUARD WORLD FD | 7.45% | $16.0M | 24,141 | $662.52 | $663.28 | +$15.8M |
F FPE | FIRST TR EXCH TRADED FD III | 4.72% | $10.1M | 569,555 | $17.91 | $17.80 | +$206.1K |
F FTSM | FIRST TR EXCHANGE-TRADED FD | 2.75% | $5.9M | 98,504 | $59.64 | $59.87 | +$860.8K |
V VOX | VANGUARD WORLD FD | 2.45% | $5.3M | 30,819 | $120.87 | $171.03 | +$608.9K |
C CAH | CARDINAL HEALTH INC | 2.45% | $5.3M | 31,318 | $54.78 | $168.00 | +$908.3K |
Industry Allocation
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