account_balance
Investment manager · 13F filer · SEC CIK 1990080
Kenora Financial, LLC
Reported value$321Mas of Sep 30, 2026
Positions131 4 new, 6 sold out
Top 10 weight43.1%GOOG alone is 11%
FiledOct 2020 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
GOOGAlphabet Inc.
11.3%
AMZNAmazon.com Inc
5.7%
AAPLApple Inc.
5.5%
ORCLOracle Corp
4.5%
APHAmphenol Corp
3.3%
MSFTMicrosoft Corp
3.0%Added +2%
COSTCostco Wholesale Corp
2.8%
NVDANVIDIA Corp
2.5%Trimmed −8%
PSXPhillips 66
2.4%−5%
TMOThermo Fisher Scientific Inc.
2.1%−2%
MCKMcKesson Corp
2.0%
VVisa Inc.
1.9%
GOOGAlphabet Inc.
11.3%
AMZNAmazon.com Inc
5.7%
AAPLApple Inc.
5.5%
ORCLOracle Corp
4.5%
APHAmphenol Corp
3.3%
MSFTMicrosoft Corp
3.0%
COSTCostco Wholesale Corp
2.8%
NVDANVIDIA Corp
2.5%
PSX2.4%TMO2.1%MCK2.0%V1.9%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
GOOG Alphabet Inc. 11.3% HeldAMZN Amazon.com Inc 5.7% HeldAAPL Apple Inc. 5.5% HeldORCL Oracle Corp 4.5% HeldAPH Amphenol Corp 3.3% HeldMSFT Microsoft Corp 3.0% Added +2%COST Costco Wholesale Corp 2.8% HeldNVDA NVIDIA Corp 2.5% Trimmed −8%PSX Phillips 66 2.4% Trimmed −5%TMO Thermo Fisher Scientific Inc. 2.1% Trimmed −2%MCK McKesson Corp 2.0% HeldV Visa Inc. 1.9% Held
What changed
Biggest moves since Jun 30, 2026
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