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.
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 |