Kenora Financial, LLC — 13F Holdings & Portfolio

CIK 1990080 · latest 13F-HR filed 2026-04-22

Kenora Financial, LLC manages $285.5M in 13F-reported U.S. long-equity assets across 132 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are GOOG (10.92%), AMZN (5.57%), ORCL (5.39%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 8 new positions, exited 5, added to 43, and trimmed 54.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM

$285.5M

Long-equity book

Holdings

132

Distinct positions

Period

2026-03-31

Filed 2026-04-22

Q/Q Activity

+8 / −5 / ↑43 / ↓54

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • PHILLIPS 66$1.8M +41.2%
  • COSTCO WHOLESALE CORPORATION$1.3M +16.0%
  • EXXON MOBIL CORP$1.0M +44.7%
  • NORTHROP GRUMMAN CORP$836.9K +20.1%
  • KLA CORP$739.5K +17.7%
Show all 43

Top Trims

  • ORACLE CORP-$4.6M -23.2%
  • ALPHABET INC-$3.3M -9.6%
  • MICROSOFT CORP-$2.2M -25.3%
  • AMAZON COM INC-$2.1M -11.5%
  • APPLE INC-$1.4M -9.0%
Show all 54

New Positions

  • SCHWAB STRATEGIC TR$586.8K
  • CHENIERE ENERGY INC$279.2K
  • KEYSIGHT TECHNOLOGIES INC$255.5K
  • THE CIGNA GROUP$252.1K
  • DEERE & CO$225.3K
Show all 8

Exited Positions

  • COMCAST CORP NEW$348.8K
  • NIKE INC$270.0K
  • TESLA INC$237.9K
  • ADOBE INC$226.4K
  • ULTA BEAUTY INC$223.2K
Show all 5
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 ALPHABET INC GOOG 02079K107 $31.2M 10.92% 108,690 SH
2 AMAZON COM INC AMZN 023135106 $15.9M 5.57% 76,339 SH
3 ORACLE CORP ORCL 68389X105 $15.4M 5.39% 104,541 SH
4 APPLE INC AAPL 037833100 $13.8M 4.85% 54,565 SH
5 COSTCO WHOLESALE CORPORATION COST 22160K105 $9.7M 3.39% 9,714 SH
6 AMPHENOL CORP APH 032095101 $8.2M 2.87% 64,966 SH
7 NVIDIA CORPORATION NVDA 67066G104 $6.8M 2.39% 39,076 SH
8 MICROSOFT CORP MSFT 594918104 $6.6M 2.33% 17,947 SH
9 MCKESSON CORP MCK 58155Q103 $6.6M 2.30% 7,595 SH
10 PHILLIPS 66 PSX 718546104 $6.3M 2.22% 34,757 SH
11 SHERWIN WILLIAMS CO SHW 824348106 $5.2M 1.82% 16,231 SH
12 THERMO FISHER SCIENTIFIC INC TMO 883556102 $5.1M 1.79% 10,401 SH
13 VISA INC V 92826C839 $5.0M 1.76% 16,648 SH
14 NORTHROP GRUMMAN CORP NOC 666807102 $5.0M 1.75% 7,318 SH
15 KLA CORP KLAC 482480100 $4.9M 1.73% 3,346 SH
16 MONSTER BEVERAGE CORP NEW MNST 61174X109 $4.9M 1.70% 67,125 SH
17 ANALOG DEVICES INC ADI 032654105 $4.8M 1.69% 15,129 SH
18 ELI LILLY & CO LLY 532457108 $4.0M 1.41% 4,392 SH
19 AFLAC INC AFL 001055102 $3.9M 1.36% 35,356 SH
20 BROADCOM INC AVGO 11135F101 $3.6M 1.28% 11,783 SH
21 AMERICAN EXPRESS CO AXP 025816109 $3.5M 1.23% 11,596 SH
22 JPMORGAN CHASE & CO JPM 46625H100 $3.4M 1.19% 11,521 SH
23 EXXON MOBIL CORP XOM 30231G102 $3.4M 1.18% 19,931 SH
24 AMGEN INC AMGN 031162100 $3.2M 1.11% 9,035 SH
25 PNC FINL SVCS GROUP INC PNC 693475105 $3.1M 1.10% 15,036 SH
26 AGILENT TECHNOLOGIES INC A 00846U101 $3.0M 1.05% 26,342 SH
27 ALLSTATE CORP ALL 020002101 $2.9M 1.00% 13,829 SH
28 MASTERCARD INCORPORATED MA 57636Q104 $2.8M 0.98% 5,584 SH
29 META PLATFORMS INC META 30303M102 $2.7M 0.95% 4,755 SH
30 RTX CORPORATION RTX 75513E101 $2.7M 0.93% 13,793 SH
31 ARROW ELECTRS INC ARW 042735100 $2.4M 0.86% 17,079 SH
32 INTERCONTINENTAL EXCHANGE IN ICE 45866F104 $2.4M 0.85% 15,486 SH
33 CHEVRON CORPORATION CVX 166764100 $2.4M 0.83% 11,465 SH
34 CATERPILLAR INC CAT 149123101 $2.2M 0.78% 3,143 SH
35 HONEYWELL INTL INC HON 438516106 $2.1M 0.75% 9,502 SH
36 MCDONALDS CORP MCD 580135101 $2.1M 0.75% 6,900 SH
37 TEXAS INSTRS INC TXN 882508104 $2.1M 0.75% 11,045 SH
38 PROCTER & GAMBLE CO PG 742718109 $2.1M 0.75% 14,760 SH
39 GENUINE PARTS CO GPC 372460105 $2.0M 0.70% 18,988 SH
40 SOUTHERN CO SO 842587107 $1.9M 0.67% 19,897 SH
41 APPLIED MATLS INC AMAT 038222105 $1.8M 0.65% 5,392 SH
42 CASEYS GEN STORES INC CASY 147528103 $1.8M 0.62% 2,414 SH
43 ABBOTT LABORATORIES ABT 002824100 $1.7M 0.61% 16,937 SH
44 PALO ALTO NETWORKS INC PANW 697435105 $1.7M 0.59% 10,562 SH
45 NRG ENERGY INC NRG 629377508 $1.7M 0.59% 11,459 SH
46 ILLINOIS TOOL WKS INC ITW 452308109 $1.6M 0.56% 6,088 SH
47 HOME DEPOT INC HD 437076102 $1.5M 0.54% 4,651 SH
48 TJX COS INC NEW TJX 872540109 $1.5M 0.53% 9,514 SH
49 ALPHABET INC GOOGL 02079K305 $1.4M 0.51% 5,035 SH
50 PFIZER INC PFE 717081103 $1.4M 0.50% 51,008 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-04-22 $285.5M 132 0001990080-26-000005
2025-12-31 2026-01-20 $297.3M 129 0001990080-26-000002