KENORA FINANCIAL, LLC

PrivateCIK: 1990080
Location

DES PLAINES, IL

132
Positions
$285.51M
Total AUM (reported)
1.48M
Total Shares

Allocation by class

TOTAL AUM$285.51M132 positions
COM$218.95M76.7%
CAP STK CL C$31.18M10.9%
CL A$14.86M5.2%
COM NEW$10.16M3.6%
COM CL A$5.32M1.9%
CAP STK CL A$1.45M0.5%
CL B NEW$1.05M0.4%

Portfolio Concentration

Top 321.9%4–1020.3%11–2522.1%Rest35.7%TOP 1042.2%0%100%
Top 3$62.46M21.9%
4–10$58.10M20.3%
11–25$63.09M22.1%
Rest$101.86M35.7%

Top 3 weight

21.9%

Top 10 weight

42.2%

Voting Authority Distribution

Total shares with voting rights: 1.48M

Sole

Full voting authority

1.48M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole132
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings132
Rows:

ALPHABET INC

SOLE
CAP STK CL C
Shares108.69K
TypeSH
Market value$31.18M
10.92%
Sole
108.69K
Shared
0.00
None
0.00

AMAZON COM INC

SOLE
COM
Shares76.34K
TypeSH
Market value$15.90M
5.57%
Sole
76.34K
Shared
0.00
None
0.00

ORACLE CORP

SOLE
COM
Shares104.54K
TypeSH
Market value$15.38M
5.39%
Sole
104.54K
Shared
0.00
None
0.00

APPLE INC

SOLE
COM
Shares54.56K
TypeSH
Market value$13.85M
4.85%
Sole
54.56K
Shared
0.00
None
0.00

COSTCO WHOLESALE CORPORATION

SOLE
COM
Shares9.71K
TypeSH
Market value$9.68M
3.39%
Sole
9.71K
Shared
0.00
None
0.00

AMPHENOL CORP

SOLE
CL A
Shares64.97K
TypeSH
Market value$8.21M
2.87%
Sole
64.97K
Shared
0.00
None
0.00

NVIDIA CORPORATION

SOLE
COM
Shares39.08K
TypeSH
Market value$6.81M
2.39%
Sole
39.08K
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
COM
Shares17.95K
TypeSH
Market value$6.64M
2.33%
Sole
17.95K
Shared
0.00
None
0.00

MCKESSON CORP

SOLE
COM
Shares7.59K
TypeSH
Market value$6.57M
2.30%
Sole
7.59K
Shared
0.00
None
0.00

PHILLIPS 66

SOLE
COM
Shares34.76K
TypeSH
Market value$6.33M
2.22%
Sole
34.76K
Shared
0.00
None
0.00

SHERWIN WILLIAMS CO

SOLE
COM
Shares16.23K
TypeSH
Market value$5.20M
1.82%
Sole
16.23K
Shared
0.00
None
0.00

THERMO FISHER SCIENTIFIC INC

SOLE
COM
Shares10.40K
TypeSH
Market value$5.11M
1.79%
Sole
10.40K
Shared
0.00
None
0.00

VISA INC

SOLE
COM CL A
Shares16.65K
TypeSH
Market value$5.03M
1.76%
Sole
16.65K
Shared
0.00
None
0.00

NORTHROP GRUMMAN CORP

SOLE
COM
Shares7.32K
TypeSH
Market value$4.99M
1.75%
Sole
7.32K
Shared
0.00
None
0.00

KLA CORP

SOLE
COM NEW
Shares3.35K
TypeSH
Market value$4.93M
1.73%
Sole
3.35K
Shared
0.00
None
0.00

MONSTER BEVERAGE CORP NEW

SOLE
COM
Shares67.13K
TypeSH
Market value$4.86M
1.70%
Sole
67.13K
Shared
0.00
None
0.00

ANALOG DEVICES INC

SOLE
COM
Shares15.13K
TypeSH
Market value$4.81M
1.69%
Sole
15.13K
Shared
0.00
None
0.00

ELI LILLY & CO

SOLE
COM
Shares4.39K
TypeSH
Market value$4.04M
1.41%
Sole
4.39K
Shared
0.00
None
0.00

AFLAC INC

SOLE
COM
Shares35.36K
TypeSH
Market value$3.88M
1.36%
Sole
35.36K
Shared
0.00
None
0.00

BROADCOM INC

SOLE
COM
Shares11.78K
TypeSH
Market value$3.65M
1.28%
Sole
11.78K
Shared
0.00
None
0.00

AMERICAN EXPRESS CO

SOLE
COM
Shares11.60K
TypeSH
Market value$3.51M
1.23%
Sole
11.60K
Shared
0.00
None
0.00

JPMORGAN CHASE & CO

SOLE
COM
Shares11.52K
TypeSH
Market value$3.39M
1.19%
Sole
11.52K
Shared
0.00
None
0.00

EXXON MOBIL CORP

SOLE
COM
Shares19.93K
TypeSH
Market value$3.38M
1.18%
Sole
19.93K
Shared
0.00
None
0.00

AMGEN INC

SOLE
COM
Shares9.04K
TypeSH
Market value$3.18M
1.11%
Sole
9.04K
Shared
0.00
None
0.00

PNC FINL SVCS GROUP INC

SOLE
COM
Shares15.04K
TypeSH
Market value$3.13M
1.10%
Sole
15.04K
Shared
0.00
None
0.00
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