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Kinloch Capital

Kinloch Capital is an investment advisor in Glen Allen with $165.81M assets under management.

Company profile

Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
841883602
SEC advisor number
801-115239
FINRA CRD number
300735
AUM ?
$165.81M (as of 19 Nov 21)
Accounts
444 (as of 19 Nov 21)
Employees
4 (3 investment advisory or research)

Investment data

Data from SEC filings
Regulatory AUM / Assets Under Management
Number of accounts
Number of employees
Top 50 of 61 long holdings
End of quarter 30 Sep 21
Value
 
#Shares
 
Prev Q
 
Change
%, QoQ
$17.11M 42.64K NEW
$6.79M 27.48K NEW
First TR Exch Traded FD III
$4.64M 226.12K 205.09K +10.3
$4.47M 74.59K 80.57K -7.4
$3.54M 8.25K 8.71K -5.2
$3.42M 8.67K 9.17K -5.4
$3.39M 34.43K 33.17K +3.8
$3.31M 56.25K 52.94K +6.3
$3.13M 13.7K 13.21K +3.7
$2.86M 14.54K 13.92K +4.5
$2.86M 163.6K 154.9K +5.6
$2.85M 8.9K 8.5K +4.7
$2.82M 94.86K 88.89K +6.7
$2.78M 23.53K 21.8K +7.9
$2.73M 28.84K 27.3K +5.7
$2.66M 28.27K 26.88K +5.1
$2.6M 57.86K 53.64K +7.9
$2.59M 21.36K 20.21K +5.7
$2.58M 22.62K 21.42K +5.6
$2.58M 30.07K 27.86K +7.9
$2.56M 42.63K 40.37K +5.6
$2.46M 10.2K 9.64K +5.8
$2.46M 12.54K 11.82K +6.1
$2.44M 46.58K 43.21K +7.8
$2.43M 46.69K 43.99K +6.1
$2.42M 15.01K 14.02K +7.1
$2.42M 53.14K 49.79K +6.7
$2.38M 17K 15.97K +6.4
$2.35M 29.97K 27.83K +7.7
$2.35M 49.94K 45.44K +9.9
$2.35M 21.77K 19.57K +11.2
$2.34M 16.87K 14.95K +12.8
$2.34M 19.8K 18.81K +5.3
$2.33M 23K 21.16K +8.7
$2.33M 15.46K 14.29K +8.1
$2.23M 34.35K 31.37K +9.5
$2.2M 24.96K 23.41K +6.6
$2.17M 15.58K 14.6K +6.7
$2.15M 12.27K 11.44K +7.3
$2.09M 28.81K 25.55K +12.7
$2.08M 10.85K 10.44K +3.9
$2.04M 15.37K 13.85K +11.0
$1.96M 72.55K 66.16K +9.7
$1.82M 36.87K 33.94K +8.6
$1.3M 12.82K 15.01K -14.6
$841K 34.1K 34.1K 0
$521K 17.43K 17.43K 0
$484K 12.84K 12.99K -1.2
$462K 3.61K 3.61K 0
$448K 3.89K 3.15K +23.6
Holdings list only includes long positions. Only includes long positions.

Calendar

5 Dec 21
31 Dec 21

Financial reports

No filings

Current reports

No filings

Registration and prospectus

No filings

Proxies

No filings

Other

No filings