Kenora Financial, LLC — 13F Holdings & Portfolio

CIK 1990080 · latest 13F-HR filed 2026-07-21

Kenora Financial, LLC manages $323.2M in 13F-reported U.S. long-equity assets across 133 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are GOOG (11.75%), AMZN (5.49%), AAPL (4.86%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 7 new positions, exited 6, added to 77, and trimmed 28.

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.

Filer Information
Address
1295 RAND ROAD
SUITE 100
DES PLAINES, IL 60016
Phone
(847) 257-7200
Filing Manager
Kenora Financial, LLC
DES PLAINES, IL
Signatory
Rita Rhodes
Consultant
Loading holdings…
AUM

$323.2M

Long-equity book

Holdings

133

Distinct positions

Period

2026-06-30

Filed 2026-07-21

Q/Q Activity

+7 / −6 / ↑77 / ↓28

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • ALPHABET INC$6.8M +21.7%
  • KLA CORP$4.8M +97.0%
  • AMPHENOL CORP$3.0M +37.0%
  • PALO ALTO NETWORKS INC$2.4M +142.6%
  • APPLIED MATLS INC$2.1M +111.5%
Show all 77

Top Trims

  • NORTHROP GRUMMAN CORP-$1.4M -27.6%
  • PHILLIPS 66-$987.0K -15.6%
  • MCKESSON CORP-$833.6K -12.7%
  • EXXON MOBIL CORP-$638.6K -18.9%
  • COSTCO WHOLESALE CORPORATION-$561.3K -5.8%
Show all 28

New Positions

  • HONEYWELL INTL INC$1.1M
  • CHURCH & DWIGHT CO INC$679.8K
  • SANDISK CORP$384.3K
  • MICRON TECHNOLOGY INC$222.8K
  • TESLA INC$222.5K
Show all 7

Exited Positions

  • HONEYWELL INTL INC$2.1M
  • KIMBERLY-CLARK CORP$671.9K
  • INTUIT$271.2K
  • CME GROUP INC$255.2K
  • CHECK POINT SOFTWARE TECH LT$208.6K
Show all 6
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 $38.0M 11.75% 107,431 SH
2 AMAZON COM INC AMZN 023135106 $17.7M 5.49% 74,462 SH
3 APPLE INC AAPL 037833100 $15.7M 4.86% 54,300 SH
4 ORACLE CORP ORCL 68389X105 $15.4M 4.78% 105,398 SH
5 AMPHENOL CORP APH 032095101 $11.2M 3.48% 63,758 SH
6 KLA CORP KLAC 482480100 $9.7M 3.00% 32,166 SH
7 COSTCO WHOLESALE CORPORATION COST 22160K105 $9.1M 2.82% 9,747 SH
8 NVIDIA CORPORATION NVDA 67066G104 $7.7M 2.39% 38,650 SH
9 MICROSOFT CORP MSFT 594918104 $6.8M 2.11% 18,252 SH
10 MONSTER BEVERAGE CORP NEW MNST 61174X109 $6.4M 1.98% 66,692 SH
11 VISA INC V 92826C839 $5.9M 1.82% 17,133 SH
12 ANALOG DEVICES INC ADI 032654105 $5.8M 1.80% 14,675 SH
13 MCKESSON CORP MCK 58155Q103 $5.7M 1.78% 7,595 SH
14 SHERWIN WILLIAMS CO SHW 824348106 $5.6M 1.72% 16,177 SH
15 ELI LILLY & CO LLY 532457108 $5.4M 1.66% 4,462 SH
16 PHILLIPS 66 PSX 718546104 $5.3M 1.65% 31,618 SH
17 THERMO FISHER SCIENTIFIC INC TMO 883556102 $5.1M 1.59% 10,236 SH
18 BROADCOM INC AVGO 11135F101 $4.5M 1.38% 11,791 SH
19 AFLAC INC AFL 001055102 $4.2M 1.30% 35,765 SH
20 PALO ALTO NETWORKS INC PANW 697435105 $4.1M 1.27% 12,048 SH
21 AMERICAN EXPRESS CO AXP 025816109 $3.9M 1.21% 11,602 SH
22 APPLIED MATLS INC AMAT 038222105 $3.9M 1.21% 5,392 SH
23 JPMORGAN CHASE & CO JPM 46625H100 $3.7M 1.16% 11,444 SH
24 NORTHROP GRUMMAN CORP NOC 666807102 $3.6M 1.12% 7,098 SH
25 ARROW ELECTRS INC ARW 042735100 $3.6M 1.11% 16,878 SH
26 AGILENT TECHNOLOGIES INC A 00846U101 $3.5M 1.10% 26,697 SH
27 PNC FINL SVCS GROUP INC PNC 693475105 $3.5M 1.08% 14,157 SH
28 ALLSTATE CORP ALL 020002101 $3.4M 1.05% 14,265 SH
29 CATERPILLAR INC CAT 149123101 $3.4M 1.04% 3,151 SH
30 AMGEN INC AMGN 031162100 $3.3M 1.02% 9,078 SH
31 TEXAS INSTRS INC TXN 882508104 $3.3M 1.02% 11,011 SH
32 ADVANCED MICRO DEVICES INC AMD 007903107 $2.9M 0.91% 5,075 SH
33 MASTERCARD INCORPORATED MA 57636Q104 $2.9M 0.88% 5,564 SH
34 META PLATFORMS INC META 30303M102 $2.8M 0.88% 5,027 SH
35 EXXON MOBIL CORP XOM 30231G102 $2.7M 0.85% 20,062 SH
36 RTX CORPORATION RTX 75513E101 $2.6M 0.81% 13,793 SH
37 GENUINE PARTS CO GPC 372460105 $2.3M 0.71% 19,442 SH
38 PROCTER & GAMBLE CO PG 742718109 $2.2M 0.68% 15,033 SH
39 SOUTHERN CO SO 842587107 $2.0M 0.61% 20,575 SH
40 INTERCONTINENTAL EXCHANGE IN ICE 45866F104 $2.0M 0.60% 15,877 SH
41 CHEVRON CORPORATION CVX 166764100 $1.9M 0.59% 11,567 SH
42 CASEYS GEN STORES INC CASY 147528103 $1.9M 0.58% 2,378 SH
43 MCDONALDS CORP MCD 580135101 $1.9M 0.58% 6,945 SH
44 CISCO SYS INC CSCO 17275R102 $1.9M 0.58% 15,982 SH
45 ALPHABET INC GOOGL 02079K305 $1.8M 0.55% 4,982 SH
46 ILLINOIS TOOL WKS INC ITW 452308109 $1.8M 0.55% 6,523 SH
47 HOME DEPOT INC HD 437076102 $1.7M 0.52% 4,733 SH
48 NRG ENERGY INC NRG 629377508 $1.6M 0.50% 11,139 SH
49 CSX CORP CSX 126408103 $1.5M 0.48% 32,458 SH
50 UNITEDHEALTH GROUP INC UNH 91324P102 $1.5M 0.48% 3,701 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-21 $323.2M 133 0001990080-26-000006
2026-03-31 2026-04-22 $285.5M 132 0001990080-26-000005
2025-12-31 2026-01-20 $297.3M 129 0001990080-26-000002