Kinloch Capital, LLC

13F filer · CIK 0001818557

Reported Aug 14, 2026

Net buyer this quarter

13F portfolio value$274MU.S. long equity reported on 13F

Positions670 new · 1 closed

Net flow last quarter+$16.2MBuys minus sells

Top 10 positions weight20.5%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 14, 202667 positions
ABBVAbbVie Inc.	$6.47M	2.36%	0.00%	+3.0%	Q4 2020
CATCaterpillar Inc	$5.83M	2.13%	0.00%	-9.8%	Q4 2020
BENFranklin Resources Inc	$5.74M	2.10%	0.03%	+8.1%	Q4 2020
FRTFederal Realty Investment Trust	$5.61M	2.05%	0.05%	+3.2%	Q4 2020
MOAltria Group, Inc.	$5.57M	2.04%	0.00%	+3.2%	Q4 2020
TGTTarget Corp	$5.55M	2.03%	0.01%	+25.2%	Q4 2020
PMPhilip Morris International Inc.	$5.51M	2.01%	0.00%	+2.3%	Q4 2020
TROWPrice T Rowe Group Inc	$5.32M	1.94%	0.02%	+23.3%	Q4 2020
JNJJohnson & Johnson	$5.32M	1.94%	0.00%	+0.9%	Q4 2020
SWKStanley Black & Decker, Inc.	$5.16M	1.88%	0.04%	+31.3%	Q4 2022
ESSEssex Property Trust, Inc.	$5.09M	1.86%	0.03%	+1.7%	Q4 2020
CAHCardinal Health Inc	$5.08M	1.86%	0.01%	0.0%	Q4 2020
SJMJ M SMUCKER Co	$5.08M	1.86%	0.04%	+41.3%	Q4 2020
CVXChevron Corp	$5.01M	1.83%	0.00%	+2.7%	Q4 2020
CHRWC. H. Robinson Worldwide, Inc.	$4.92M	1.80%	0.02%	-0.3%	Q1 2024
HRLHormel Foods Corp	$4.9M	1.79%	Not reported	+40.0%	Q1 2024
ORealty Income Corp	$4.89M	1.79%	0.01%	+8.0%	Q4 2020
KOCoca Cola Co	$4.88M	1.78%	0.00%	+1.3%	Q4 2020
XOMExxonMobil Holdings Corp	$4.81M	1.76%	0.00%	+2.3%	Q4 2020
ADMArcher-Daniels-Midland Co	$4.8M	1.75%	0.01%	+0.8%	Q4 2020
CINFCincinnati Financial Corp	$4.74M	1.73%	0.02%	-0.5%	Q4 2020
ESEversource Energy	$4.71M	1.72%	0.02%	+2.2%	Q1 2025
IBMInternational Business Machines Corp	$4.51M	1.65%	0.00%	+1.1%	Q4 2020
NEENextera Energy Inc	$4.49M	1.64%	0.00%	+0.7%	Q4 2020
PEPPepsico Inc	$4.44M	1.62%	0.00%	+6.8%	Q4 2020
EDConsolidated Edison Inc	$4.43M	1.62%	0.01%	+2.1%	Q4 2020
RTXRTX Corp	$4.43M	1.62%	0.00%	+1.6%	Q4 2020
NUENucor Corp	$4.38M	1.60%	0.01%	+0.3%	Q4 2020
ADPAutomatic Data Processing Inc	$4.36M	1.59%	0.00%	+54.0%	Q4 2020
AFLAflac Inc	$4.34M	1.59%	0.01%	+0.1%	Q4 2020
KMBKimberly Clark Corp	$4.31M	1.57%	0.01%	+20.0%	Q4 2020
AMCRAmcor plc	$4.3M	1.57%	0.02%	+28.6%	Q2 2022
SYYSysco Corp	$4.29M	1.57%	0.01%	+3.9%	Q4 2020
ATOAtmos Energy Corp	$4.27M	1.56%	0.01%	+0.8%	Q1 2021
KVUEKenvue Inc.	$4.26M	1.56%	0.01%	+12.5%	Q3 2023
GDGeneral Dynamics Corp	$4.21M	1.54%	0.00%	+1.8%	Q1 2021
CLXClorox Co	$4.13M	1.51%	0.04%	+45.2%	Q4 2020
EMREmerson Electric Co	$4.11M	1.50%	0.01%	+0.1%	Q4 2020
GPCGenuine Parts Co	$3.75M	1.37%	0.02%	+7.4%	Q4 2020
PGPROCTER & GAMBLE Co	$3.72M	1.36%	0.00%	+4.1%	Q4 2020
ABTAbbott Laboratories	$3.57M	1.30%	0.00%	+4.3%	Q4 2020
WMTWalmart Inc.	$3.51M	1.28%	0.00%	-1.7%	Q4 2020
MCDMcdonalds Corp	$3.48M	1.27%	0.00%	+3.3%	Q4 2020
MDTMedtronic plc	$3.36M	1.23%	0.00%	+2.3%	Q4 2022
MKCMccormick & Co Inc	$1.99M	0.73%	Not reported	+783.7%	Q4 2020
AAPLApple Inc.	$1.79M	0.65%	0.00%	+9.7%	Q4 2020
GOOGLAlphabet Inc.	$886K	0.32%	0.00%	Not reported	Q4 2020
TSLATesla, Inc.	$677K	0.25%	0.00%	Not reported	Q4 2020
JPMJPMorgan Chase & Co	$599K	0.22%	0.00%	+10.1%	Q4 2020
MRKMerck & Co., Inc.	$578K	0.21%	0.00%	+3.1%	Q4 2020

Q1 2026Reported May 15, 202668 positions
CVXChevron Corp	$6.09M	2.48%	0.00%	+12.1%	Q4 2020
XOMExxonMobil Holdings Corp	$5.84M	2.38%	0.00%	-9.5%	Q4 2020
ABBVAbbVie Inc.	$5.42M	2.21%	0.00%	+3.1%	Q4 2020
JNJJohnson & Johnson	$5.07M	2.07%	0.00%	-10.0%	Q4 2020
MOAltria Group, Inc.	$4.95M	2.02%	0.00%	+15.6%	Q4 2020
PMPhilip Morris International Inc.	$4.92M	2.01%	0.00%	+12.0%	Q4 2020
PEPPepsico Inc	$4.77M	1.95%	0.00%	+29.2%	Q4 2020
NEENextera Energy Inc	$4.72M	1.93%	0.00%	-12.4%	Q4 2020
FRTFederal Realty Investment Trust	$4.67M	1.91%	0.05%	+24.8%	Q4 2020
ATOAtmos Energy Corp	$4.54M	1.85%	0.01%	-5.9%	Q1 2021
ADMArcher-Daniels-Midland Co	$4.53M	1.85%	0.01%	-12.6%	Q4 2020
CAHCardinal Health Inc	$4.52M	1.84%	0.01%	-31.2%	Q4 2020
KOCoca Cola Co	$4.51M	1.84%	0.00%	-1.7%	Q4 2020
ORealty Income Corp	$4.47M	1.82%	0.01%	+20.3%	Q4 2020
EDConsolidated Edison Inc	$4.44M	1.81%	0.01%	-1.3%	Q4 2020
RTXRTX Corp	$4.43M	1.81%	0.00%	-18.2%	Q4 2020
ESEversource Energy	$4.41M	1.80%	0.02%	+19.9%	Q1 2025
CHRWC. H. Robinson Worldwide, Inc.	$4.35M	1.77%	0.02%	-25.8%	Q1 2024
CATCaterpillar Inc	$4.3M	1.75%	0.00%	-39.2%	Q4 2020
ESSEssex Property Trust, Inc.	$4.16M	1.70%	0.03%	+22.9%	Q4 2020
TGTTarget Corp	$4.12M	1.68%	0.01%	+49.5%	Q4 2020
AFLAflac Inc	$4.06M	1.66%	0.01%	+0.2%	Q4 2020
CINFCincinnati Financial Corp	$4.05M	1.65%	0.02%	-0.9%	Q4 2020
GDGeneral Dynamics Corp	$4.01M	1.63%	0.00%	-9.9%	Q1 2021
WMTWalmart Inc.	$3.92M	1.60%	0.00%	-19.5%	Q4 2020
MCDMcdonalds Corp	$3.88M	1.58%	0.00%	+4.0%	Q4 2020
ABTAbbott Laboratories	$3.87M	1.58%	0.00%	+29.1%	Q4 2020
IBMInternational Business Machines Corp	$3.85M	1.57%	0.00%	-9.3%	Q4 2020
BENFranklin Resources Inc	$3.77M	1.54%	0.03%	+18.2%	Q4 2020
EMREmerson Electric Co	$3.76M	1.53%	0.01%	-6.2%	Q4 2020
MDTMedtronic plc	$3.63M	1.48%	0.00%	-2.0%	Q4 2022
SYYSysco Corp	$3.53M	1.44%	0.01%	+5.1%	Q4 2020
PGPROCTER & GAMBLE Co	$3.52M	1.44%	0.00%	+12.3%	Q4 2020
KVUEKenvue Inc.	$3.42M	1.39%	0.01%	+62.8%	Q3 2023
TROWPrice T Rowe Group Inc	$3.42M	1.39%	0.02%	+30.4%	Q4 2020
NUENucor Corp	$3.32M	1.35%	0.01%	-14.9%	Q4 2020
HRLHormel Foods Corp	$3.19M	1.30%	Not reported	+71.2%	Q1 2024
KMBKimberly Clark Corp	$3.16M	1.29%	0.01%	+68.5%	Q4 2020
GPCGenuine Parts Co	$3.13M	1.28%	0.02%	+6.3%	Q4 2020
CLXClorox Co	$3.09M	1.26%	0.02%	+70.5%	Q4 2020
SJMJ M SMUCKER Co	$3.08M	1.26%	0.03%	+61.6%	Q4 2020
AMCRAmcor plc	$3.07M	1.25%	0.02%	+27.8%	Q2 2022
SWKStanley Black & Decker, Inc.	$2.96M	1.21%	0.03%	+34.9%	Q4 2022
ADPAutomatic Data Processing Inc	$2.57M	1.05%	0.00%	Not reported	Q4 2020
AAPLApple Inc.	$1.43M	0.58%	0.00%	-8.0%	Q4 2020
GOOGLAlphabet Inc.	$713K	0.29%	0.00%	-0.1%	Q4 2020
TSLATesla, Inc.	$599K	0.24%	0.00%	Not reported	Q4 2020
MRKMerck & Co., Inc.	$525K	0.21%	0.00%	-1.1%	Q4 2020
JPMJPMorgan Chase & Co	$489K	0.20%	0.00%	Not reported	Q4 2020
CSXCSX Corp	$449K	0.18%	0.00%	Not reported	Q4 2020

Q4 2025Reported Feb 20, 202667 positions
CAHCardinal Health Inc	$6.38M	2.75%	0.01%	-1.2%	Q4 2020
CATCaterpillar Inc	$5.72M	2.46%	0.00%	-0.8%	Q4 2020
CHRWC. H. Robinson Worldwide, Inc.	$5.68M	2.45%	0.03%	-0.6%	Q1 2024
ABBVAbbVie Inc.	$5.53M	2.38%	0.00%	-1.3%	Q4 2020
IBMInternational Business Machines Corp	$5.18M	2.23%	0.00%	-1.0%	Q4 2020
RTXRTX Corp	$5.15M	2.22%	0.00%	-0.4%	Q4 2020
JNJJohnson & Johnson	$4.77M	2.05%	0.00%	+2.2%	Q4 2020
NEENextera Energy Inc	$4.66M	2.01%	0.00%	-0.5%	Q4 2020
XOMExxonMobil Holdings Corp	$4.57M	1.97%	0.00%	+0.6%	Q4 2020
ATOAtmos Energy Corp	$4.38M	1.89%	0.02%	0.0%	Q1 2021
GDGeneral Dynamics Corp	$4.36M	1.88%	0.00%	-0.6%	Q1 2021
WMTWalmart Inc.	$4.36M	1.88%	0.00%	-0.4%	Q4 2020
PMPhilip Morris International Inc.	$4.26M	1.84%	0.00%	-0.1%	Q4 2020
CINFCincinnati Financial Corp	$4.24M	1.83%	0.02%	+0.7%	Q4 2020
KOCoca Cola Co	$4.21M	1.82%	0.00%	+1.1%	Q4 2020
MDTMedtronic plc	$4.11M	1.77%	0.00%	+0.8%	Q4 2022
ADMArcher-Daniels-Midland Co	$4.1M	1.77%	0.01%	+0.2%	Q4 2020
AFLAflac Inc	$4.07M	1.76%	0.01%	-0.2%	Q4 2020
EMREmerson Electric Co	$4.06M	1.75%	0.01%	0.0%	Q4 2020
CVXChevron Corp	$4M	1.72%	0.00%	+1.3%	Q4 2020
EDConsolidated Edison Inc	$3.95M	1.70%	0.01%	+0.2%	Q4 2020
NUENucor Corp	$3.76M	1.62%	0.01%	+1.5%	Q4 2020
MOAltria Group, Inc.	$3.74M	1.61%	0.00%	+1.0%	Q4 2020
MCDMcdonalds Corp	$3.67M	1.58%	0.00%	+0.7%	Q4 2020
ESSEssex Property Trust, Inc.	$3.66M	1.58%	0.02%	+1.3%	Q4 2020
ABTAbbott Laboratories	$3.66M	1.58%	0.00%	+0.4%	Q4 2020
ESEversource Energy	$3.58M	1.54%	0.01%	+2.6%	Q1 2025
FRTFederal Realty Investment Trust	$3.55M	1.53%	0.04%	-2.6%	Q4 2020
SYYSysco Corp	$3.47M	1.49%	0.01%	-3.4%	Q4 2020
GPCGenuine Parts Co	$3.42M	1.48%	0.02%	-2.6%	Q4 2020
ORealty Income Corp	$3.42M	1.48%	0.01%	-4.1%	Q4 2020
PEPPepsico Inc	$3.41M	1.47%	0.00%	-4.2%	Q4 2020
BENFranklin Resources Inc	$3.23M	1.39%	0.03%	-16.4%	Q4 2020
PGPROCTER & GAMBLE Co	$3.11M	1.34%	0.00%	-4.0%	Q4 2020
TROWPrice T Rowe Group Inc	$2.98M	1.28%	0.01%	-16.2%	Q4 2020
AMCRAmcor plc	$2.52M	1.09%	0.01%	-28.2%	Q2 2022
SWKStanley Black & Decker, Inc.	$2.3M	0.99%	0.02%	-26.9%	Q4 2022
TGTTarget Corp	$2.22M	0.96%	0.01%	-21.8%	Q4 2020
KVUEKenvue Inc.	$2.1M	0.91%	0.01%	-21.0%	Q3 2023
KMBKimberly Clark Corp	$1.96M	0.84%	0.01%	-32.7%	Q4 2020
HRLHormel Foods Corp	$1.95M	0.84%	Not reported	-32.5%	Q1 2024
SJMJ M SMUCKER Co	$1.93M	0.83%	0.02%	-33.9%	Q4 2020
CLXClorox Co	$1.76M	0.76%	0.01%	-31.3%	Q4 2020
AAPLApple Inc.	$1.67M	0.72%	0.00%	+50.6%	Q4 2020
GOOGLAlphabet Inc.	$777K	0.33%	0.00%	+1.8%	Q4 2020
TSLATesla, Inc.	$724K	0.31%	0.00%	Not reported	Q4 2020
JPMJPMorgan Chase & Co	$536K	0.23%	0.00%	-18.1%	Q4 2020
MRKMerck & Co., Inc.	$464K	0.20%	0.00%	+1.1%	Q4 2020
QQQInvesco QQQ Trust, Series 1	$415K	0.18%	Not reported	Not reported	Q4 2020
CSXCSX Corp	$397K	0.17%	0.00%	Not reported	Q4 2020

Q3 2025Reported Nov 14, 202563 positions
ABBVAbbVie Inc.	$5.68M	2.48%	0.00%	+1.5%	Q4 2020
IBMInternational Business Machines Corp	$4.99M	2.18%	0.00%	+0.1%	Q4 2020
CAHCardinal Health Inc	$4.94M	2.16%	0.01%	+0.4%	Q4 2020
CATCaterpillar Inc	$4.8M	2.10%	0.00%	-0.5%	Q4 2020
RTXRTX Corp	$4.72M	2.06%	0.00%	-0.1%	Q4 2020
CHRWC. H. Robinson Worldwide, Inc.	$4.7M	2.06%	0.03%	+0.1%	Q1 2024
ATOAtmos Energy Corp	$4.46M	1.95%	0.02%	Not reported	Q1 2021
GDGeneral Dynamics Corp	$4.45M	1.95%	0.00%	+0.3%	Q1 2021
NEENextera Energy Inc	$4.4M	1.92%	0.00%	+0.4%	Q4 2020
PMPhilip Morris International Inc.	$4.31M	1.89%	0.00%	+1.6%	Q4 2020
XOMExxonMobil Holdings Corp	$4.26M	1.86%	0.00%	+1.2%	Q4 2020
ADMArcher-Daniels-Midland Co	$4.25M	1.86%	0.01%	+0.7%	Q4 2020
MOAltria Group, Inc.	$4.24M	1.86%	0.00%	+1.2%	Q4 2020
JNJJohnson & Johnson	$4.18M	1.83%	0.00%	+1.0%	Q4 2020
AFLAflac Inc	$4.14M	1.81%	0.01%	-1.5%	Q4 2020
CINFCincinnati Financial Corp	$4.08M	1.78%	0.02%	+1.0%	Q4 2020
WMTWalmart Inc.	$4.05M	1.77%	0.00%	-0.6%	Q4 2020
MDTMedtronic plc	$4.04M	1.77%	0.00%	+0.7%	Q4 2022
CVXChevron Corp	$4.02M	1.76%	0.00%	+1.3%	Q4 2020
EMREmerson Electric Co	$4.01M	1.76%	0.01%	-0.4%	Q4 2020
SYYSysco Corp	$4.01M	1.75%	0.01%	+1.4%	Q4 2020
EDConsolidated Edison Inc	$3.99M	1.75%	0.01%	+0.9%	Q4 2020
GPCGenuine Parts Co	$3.96M	1.73%	0.02%	+2.0%	Q4 2020
KOCoca Cola Co	$3.96M	1.73%	0.00%	+1.1%	Q4 2020
ABTAbbott Laboratories	$3.9M	1.70%	0.00%	+1.4%	Q4 2020
ORealty Income Corp	$3.85M	1.68%	0.01%	+1.9%	Q4 2020
BENFranklin Resources Inc	$3.73M	1.63%	0.03%	+1.4%	Q4 2020
ESSEssex Property Trust, Inc.	$3.7M	1.62%	0.02%	+1.9%	Q4 2020
ESEversource Energy	$3.69M	1.61%	0.01%	+2.4%	Q1 2025
FRTFederal Realty Investment Trust	$3.66M	1.60%	0.04%	+1.7%	Q4 2020
MCDMcdonalds Corp	$3.62M	1.58%	0.00%	+0.6%	Q4 2020
KMBKimberly Clark Corp	$3.58M	1.57%	0.01%	+2.3%	Q4 2020
TROWPrice T Rowe Group Inc	$3.56M	1.56%	0.02%	0.0%	Q4 2020
PEPPepsico Inc	$3.49M	1.52%	0.00%	+0.8%	Q4 2020
PGPROCTER & GAMBLE Co	$3.48M	1.52%	0.00%	+0.9%	Q4 2020
AMCRAmcor plc	$3.44M	1.50%	0.02%	+19.5%	Q2 2022
SJMJ M SMUCKER Co	$3.25M	1.42%	0.03%	+1.7%	Q4 2020
SWKStanley Black & Decker, Inc.	$3.14M	1.38%	0.03%	+0.6%	Q4 2022
CLXClorox Co	$3.14M	1.37%	0.02%	+3.5%	Q4 2020
NUENucor Corp	$3.08M	1.35%	0.01%	+1.5%	Q4 2020
HRLHormel Foods Corp	$3.02M	1.32%	Not reported	+3.7%	Q1 2024
TGTTarget Corp	$2.61M	1.14%	0.01%	+1.4%	Q4 2020
KVUEKenvue Inc.	$2.5M	1.10%	0.01%	+2.0%	Q3 2023
AAPLApple Inc.	$1.04M	0.45%	0.00%	-3.5%	Q4 2020
TSLATesla, Inc.	$716K	0.31%	0.00%	Not reported	Q4 2020
JPMJPMorgan Chase & Co	$640K	0.28%	0.00%	-0.3%	Q4 2020
LLYELI LILLY & Co	$602K	0.26%	0.00%	Not reported	Q4 2020
GOOGLAlphabet Inc.	$593K	0.26%	0.00%	+1.4%	Q4 2020
MSFTMicrosoft Corp	$402K	0.18%	0.00%	-3.2%	Q4 2020
CSXCSX Corp	$389K	0.17%	0.00%	Not reported	Q4 2020

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