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Kenfarb & Co.

SEC CIK
0001908904
Latest filing
Nov 14, 2023

Holdings in Q4 2021

Holdings as of Dec 31, 2021, filed Feb 14, 2022. Long positions only.

Institution overview
Positions
170
No filing for Q3 2021
Portfolio value
$136.9M
No filing for Q3 2021
Filed
Feb 14, 2022
SEC

Kenfarb & Co. did not file a 13F for Q3 2021, so these holdings cannot be compared with the previous quarter and changes are not shown.

Holdings of Kenfarb & Co. in Q4 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
AAPLApple Inc.Stock39,447$7.00M5.1%––History
INTUIntuit Inc.Stock10,526$6.77M4.9%––History
MSFTMicrosoft CorpStock19,647$6.61M4.8%––History
ACNAccenture plcStock14,420$5.98M4.4%––History
GOOGAlphabet Inc.Stock1,320$3.82M2.8%––History
NEENextera Energy IncStock39,479$3.69M2.7%––History
ADPAutomatic Data Processing IncStock14,678$3.62M2.6%––History
SHWSherwin Williams CoCOM10,183$3.59M2.6%––History
MAMastercard IncStock9,580$3.44M2.5%––History
ABTAbbott LaboratoriesStock21,340$3.00M2.2%––History
COSTCostco Wholesale CorpStock5,155$2.93M2.1%––History
TMOThermo Fisher Scientific Inc.Stock4,171$2.78M2.0%––History
HDHome Depot, Inc.Stock6,163$2.56M1.9%––History
iShares 1-10 Year U.S. Aggregate Bond ETF464288596ETF20,685$2.51M1.8%–––
ROPRoper Technologies IncStock4,880$2.40M1.8%––History
CHDChurch & Dwight Co IncCOM23,393$2.40M1.8%––History
STESTERIS plcSHS USD9,727$2.37M1.7%––History
ITWIllinois Tool Works IncStock9,214$2.27M1.7%––History
ROLRollins IncCOM66,349$2.27M1.7%––History
Vanguard Information Technology ETF92204A702ETF4,895$2.24M1.6%–––
DHRDanaher CorpStock6,449$2.12M1.5%––History
WECWec Energy Group, Inc.Stock21,445$2.08M1.5%––History
ESEversource EnergyStock22,250$2.02M1.5%––History
GBABGuggenheim Taxable Municipal Bond & Investment Grade Debt TrustCOM84,550$2.01M1.5%––History
ECLEcolab Inc.Stock8,015$1.88M1.4%––History
CNICanadian National Railway CoStock14,405$1.77M1.3%––History
NOCNorthrop Grumman CorpStock4,497$1.74M1.3%––History
LMTLockheed Martin CorpStock4,705$1.67M1.2%––History
ORCLOracle CorpStock18,678$1.63M1.2%––History
Vanguard Scottsdale FDS92206C813LG-TERM COR BD13,225$1.40M1.0%–––
LLYEli Lilly & CoStock4,860$1.34M1.0%––History
HONHoneywell International IncCOM6,275$1.31M1.0%––History
iShares Tr464287515EXPANDED TECH3,210$1.28M0.9%–––
ABBVAbbVie Inc.Stock9,010$1.22M0.9%––History
AMGNAmgen IncStock5,225$1.18M0.9%––History
Invesco QQQ Trust Series I46090E103ETF2,656$1.06M0.8%–––
UNPUnion Pacific CorpStock4,120$1.04M0.8%––History
iShares Tr464288638ISHS 5-10YR INVT17,361$1.03M0.8%–––
MCDMcDonalds CorpStock3,800$1.02M0.7%––History
IEXIdex CorpCOM4,295$1.01M0.7%––History
JKHYJack Henry & Associates IncStock5,965$996.0K0.7%––History
MKCMcCormick & Co IncStock9,210$890.0K0.7%––History
MTDMettler Toledo International IncCOM518$879.0K0.6%––History
XELXcel Energy IncStock12,885$872.0K0.6%––History
FDSFactset Research Systems IncStock1,765$858.0K0.6%––History
AMZNAmazon Com IncStock246$820.0K0.6%––History
SNPSSynopsys IncCOM2,205$813.0K0.6%––History
Vanguard Dividend Appreciation ETF921908844ETF4,720$811.0K0.6%–––
CSXCSX CorpStock21,250$799.0K0.6%––History
AMTAmerican Tower CorpREIT2,520$737.0K0.5%––History
JNJJohnson & JohnsonStock4,294$735.0K0.5%––History
PFEPfizer IncStock11,500$679.0K0.5%––History
ZTSZoetis Inc.Stock2,725$665.0K0.5%––History
ENSGEnsign Group, IncCOM7,500$630.0K0.5%––History
State Street Utilities Select Sector SPDR ETF81369Y886ETF8,745$626.0K0.5%–––
WSOWatsco IncCOM1,895$593.0K0.4%––History
PGProcter & Gamble CoStock3,613$591.0K0.4%––History
PLDPrologis, Inc.REIT3,400$572.0K0.4%––History
XOMExxonMobil Holdings CorpCOM9,300$569.0K0.4%––History
CDWCDW CorpCOM2,760$565.0K0.4%––History
TXNTexas Instruments IncStock2,875$542.0K0.4%––History
UNHUnitedHealth Group IncStock1,042$523.0K0.4%––History
ATOAtmos Energy CorpCOM4,926$516.0K0.4%––History
GSKGSK plcSPONSORED ADR11,700$516.0K0.4%––History
METAMeta Platforms, Inc.Stock1,520$511.0K0.4%––History
MRSHMarsh & McLennan Companies, Inc.Stock2,735$475.0K0.3%––History
SPGIS&P Global Inc.Stock994$469.0K0.3%––History
CVXChevron CorpStock4,000$469.0K0.3%––History
TAT&T Inc.Stock18,116$445.0K0.3%––History
PPLPPL CorpCOM14,800$445.0K0.3%––History
MRKMerck & Co., Inc.Stock5,800$444.0K0.3%––History
CHTRCharter Communications, Inc.CL A675$440.0K0.3%––History
BCEBce IncCOM NEW8,300$432.0K0.3%––History
ULUnilever PLCSPON ADR NEW7,800$420.0K0.3%––History
iShares Tr464287762US HLTHCARE ETF1,350$405.0K0.3%–––
SYKStryker CorpStock1,500$401.0K0.3%––History
INTCIntel CorpStock7,550$389.0K0.3%––History
VVisa Inc.Stock1,698$368.0K0.3%––History
NVSNovartis AGADR4,200$367.0K0.3%––History
LNTAlliant Energy CorpStock5,905$363.0K0.3%––History
LHXL3HARRIS Technologies, Inc.Stock1,685$359.0K0.3%––History
FITBFifth Third BancorpCOM8,200$357.0K0.3%––History
MOAltria Group, Inc.Stock7,300$346.0K0.3%––History
MMTAberdeen Multi-Market Income FundSH BEN INT53,000$339.0K0.2%––History
WDFCWD 40 CoCOM1,360$333.0K0.2%––History
CTRECareTrust REIT, Inc.COM14,418$329.0K0.2%––History
VZVerizon Communications IncStock6,300$327.0K0.2%––History
KKellanovaStock5,000$322.0K0.2%––History
ADBEAdobe Inc.Stock554$314.0K0.2%––History
BABoeing CoStock1,500$302.0K0.2%––History
SOSouthern CoStock4,345$298.0K0.2%––History
PEPPepsiCo IncStock1,677$291.0K0.2%––History
AXPAmerican Express CoStock1,750$286.0K0.2%––History
ROSTRoss Stores, Inc.COM2,500$286.0K0.2%––History
Paramount Global92556H206CL B9,200$278.0K0.2%–––
JPMJPMorgan Chase & CoStock1,682$266.0K0.2%––History
iShares Core S&P Mid-Cap ETF464287507ETF940$266.0K0.2%–––
Royal Dutch Shell PLC780259107SPON ADR B6,100$264.0K0.2%–––
BDXBecton Dickinson & CoStock1,000$251.0K0.2%––History
AEPAmerican Electric Power Co IncStock2,808$250.0K0.2%––History