SEC 13F Intelligence

Managers / Q2 2025 · view latest →

Kenora Financial, LLC

CIK 0001990080 · 1295 RAND ROAD, SUITE 100, DES PLAINES, IL, 60016 · (847) 257-7200

Reported Value
$268M
Q2 2025
Positions
131
Filings on Record
12
2019–present window
Filed
Jul 17, 2025
original filing

Summary

Kenora Financial, LLC reported $268M in U.S.-listed holdings across 131 positions for Q2 2025.

Its largest position, ORCL, represents 8.4% of the portfolio.

Compared with Q1 2025, the fund opened 9 new positions and exited 6.

Portfolio Metrics

Turnover
+4.7%
vs prior filed quarter
Top-10 Concentration
+43.4%
share of reported value
Largest Position
+8.4%
Oracle
New / Exited
9 / 6
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q2 ’23: $203MQ2 ’23Q3 ’23: $199MQ4 ’23: $215MQ4 ’23Q1 ’24: $235MQ2 ’24: $239MQ2 ’24Q3 ’24: $251MQ4 ’24: $251MQ4 ’24Q1 ’25: $243MQ2 ’25: $268MQ2 ’25Q3 ’25: $296MQ4 ’25: $297MQ4 ’25Q1 ’26: $286Mfilingsflow.com

Portfolio Composition

By security type
Common Stock: 99.5%ETP: 0.4%Other: 0.1%
  • Common Stock · 99.5% · $267M
  • ETP · 0.4% · $1M
  • Other · 0.1% · $323,025

Quarter-over-Quarter Changes full breakdown →

vs Q1 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
BRK/BBERKSHIRE HATHAWAY INC DELNEW+1.0K1.0K+$492,571$492,571
NDQINVESCO QQQ TRNEW+560560+$308,918$308,918
FBTCFIDELITY WISE ORIGIN BITCOINNEW+3.1K3.1K+$289,771$289,771
HHYATT HOTELS CORPNEW+2.0K2.0K+$286,003$286,003
IBITISHARES BITCOIN TRUST ETFNEW+4.5K4.5K+$273,180$273,180
SPDR S&P 500 ETF TRNEW+415415+$256,408$256,408
ANAUTONATION INCNEW+1.2K1.2K+$232,023$232,023
SKAASKECHERS U S A INCNEW+3.5K3.5K+$218,074$218,074

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q2 2025

50 positions
#IssuerClass% PortfolioValueShares
1ORCLORACLE CORPhistory →COM8.43%$23M103.4K
2GOOGALPHABET INChistory →CAP STK CL C7.27%$19M109.9K
3AMZNAMAZON COM INChistory →COM6.23%$17M76.1K
4AAPLAPPLE INChistory →COM4.17%$11M54.5K
5COSTCOSTCO WHSL CORP NEWhistory →COM3.54%$9M9.6K
6SHWSHERWIN WILLIAMS COhistory →COM3.41%$9M26.6K
7MSFTMICROSOFT CORPhistory →COM3.24%$9M17.5K
8APHAMPHENOL CORP NEWhistory →CL A2.56%$7M69.4K
9NVDANVIDIA CORPORATIONhistory →COM2.32%$6M39.4K
10MCKMCKESSON CORPhistory →COM2.21%$6M8.1K
11VVISA INChistory →COM CL A2.09%$6M15.8K
12PSXPHILLIPS 66history →COM1.55%$4M34.9K
13MNSTMONSTER BEVERAGE CORP NEWhistory →COM1.55%$4M66.2K
14TMOTHERMO FISHER SCIENTIFIC INChistory →COM1.54%$4M10.2K
15AXPAMERICAN EXPRESS COhistory →COM1.52%$4M12.8K
16ADIANALOG DEVICES INChistory →COM1.45%$4M16.4K
17AFLAFLAC INChistory →COM1.36%$4M34.6K
18JPMJPMORGAN CHASE & CO.history →COM1.34%$4M12.4K
19LLYELI LILLY & COhistory →COM1.33%$4M4.6K
20NOCNORTHROP GRUMMAN CORPhistory →COM1.33%$4M7.1K
21METAMETA PLATFORMS INChistory →CL A1.20%$3M4.4K
22MAMASTERCARD INCORPORATEDhistory →CL A1.17%$3M5.6K
23AG8AGILENT TECHNOLOGIES INChistory →COM1.17%$3M26.5K
24KLACKLA CORPhistory →COM NEW1.16%$3M3.5K
25AVGOBROADCOM INChistory →COM1.15%$3M11.2K
26PNCPNC FINL SVCS GROUP INChistory →COM1.05%$3M15.0K
27ALSALLSTATE CORPCOM1.00%$3M13.3K
28AMGNAMGEN INCCOM0.92%$2M8.9K
29ICEINTERCONTINENTAL EXCHANGE INCOM0.88%$2M12.8K
30GPCGENUINE PARTS COCOM0.87%$2M19.1K
31TXNTEXAS INSTRS INCCOM0.86%$2M11.1K
32PGPROCTER AND GAMBLE COCOM0.86%$2M14.5K
33ABTABBOTT LABSCOM0.83%$2M16.4K
34FICOFAIR ISAAC CORPCOM0.83%$2M1.2K
35ARWARROW ELECTRS INCCOM0.82%$2M17.2K
36NFLXNETFLIX INCCOM0.78%$2M1.6K
37HONGBPHONEYWELL INTL INCCOM0.78%$2M8.9K
38RTXRTX CORPORATIONCOM0.75%$2M13.8K
39EXMOCEXXON MOBIL CORPCOM0.71%$2M17.7K
40MCDMCDONALDS CORPCOM0.71%$2M6.5K
41PANWPALO ALTO NETWORKS INCCOM0.70%$2M9.2K
42NRANRG ENERGY INCCOM NEW0.69%$2M11.6K
43TMUST-MOBILE US INCCOM0.68%$2M7.6K
44ADPAUTOMATIC DATA PROCESSING INCOM0.63%$2M5.5K
45CHVCHEVRON CORP NEWCOM0.63%$2M11.7K
46HDHOME DEPOT INCCOM0.58%$2M4.2K
47SOSOUTHERN COCOM0.52%$1M15.3K
48SNPSSYNOPSYS INCCOM0.52%$1M2.7K
49ITWILLINOIS TOOL WKS INCCOM0.52%$1M5.6K
50CASYCASEYS GEN STORES INCCOM0.47%$1M2.5K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$286M132Apr 22, 202613F-HRchanges · EDGAR ↗
Q4 2025$297M129Jan 20, 202613F-HRchanges · EDGAR ↗
Q3 2025$296M133Oct 21, 202513F-HRchanges · EDGAR ↗
Q2 2025$268M131Jul 17, 202513F-HRchanges · EDGAR ↗
Q1 2025$243M128Apr 23, 202513F-HRchanges · EDGAR ↗
Q4 2024$251M153Jan 23, 202513F-HRchanges · EDGAR ↗
Q3 2024$251M154Oct 29, 202413F-HRchanges · EDGAR ↗
Q2 2024$239M151Aug 7, 202413F-HRchanges · EDGAR ↗
Q1 2024$235M155May 13, 202413F-HRchanges · EDGAR ↗
Q4 2023$215M158Jan 30, 202413F-HRchanges · EDGAR ↗
Q3 2023$199M149Oct 25, 202313F-HRchanges · EDGAR ↗
Q2 2023$203M161Aug 15, 202313F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.