SEC 13F Intelligence

Managers / Q3 2025 · view latest →

Kenora Financial, LLC

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

Reported Value
$296M
Q3 2025
Positions
133
Filings on Record
12
2019–present window
Filed
Oct 21, 2025
original filing

Summary

Kenora Financial, LLC reported $296M in U.S.-listed holdings across 133 positions for Q3 2025.

Its largest position, ORCL, represents 9.8% of the portfolio.

Compared with Q2 2025, the fund opened 5 new positions and exited 3.

Portfolio Metrics

Turnover
+2.5%
vs prior filed quarter
Top-10 Concentration
+45.1%
share of reported value
Largest Position
+9.8%
Oracle
New / Exited
5 / 3
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% · $294M
  • ETP · 0.4% · $1M
  • Other · 0.1% · $302,089

Quarter-over-Quarter Changes full breakdown →

vs Q2 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
TSLATESLA INCNEW+515515+$229,031$229,031
WFCWELLS FARGO CO NEWNEW+2.5K2.5K+$211,813$211,813
SYKSTRYKER CORPORATIONNEW+564564+$208,494$208,494
GNTXGENTEX CORPNEW+7.4K7.4K+$208,147$208,147
ULTAULTA BEAUTY INCNEW+369369+$201,751$201,751
DEDEERE & COSOLD OUT4410$224,244$0
SKAASKECHERS U S A INCSOLD OUT3.5K0$218,074$0
SPGIS&P GLOBAL INCSOLD OUT4100$216,189$0

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

Holdings — Q3 2025

50 positions
#IssuerClass% PortfolioValueShares
1ORCLORACLE CORPhistory →COM9.77%$29M102.7K
2GOOGALPHABET INChistory →CAP STK CL C9.11%$27M110.7K
3AMZNAMAZON COM INChistory →COM5.75%$17M77.5K
4AAPLAPPLE INChistory →COM4.72%$14M54.8K
5MSFTMICROSOFT CORPhistory →COM3.12%$9M17.8K
6COSTCOSTCO WHSL CORP NEWhistory →COM3.01%$9M9.6K
7APHAMPHENOL CORP NEWhistory →CL A2.87%$8M68.6K
8NVDANVIDIA CORPORATIONhistory →COM2.48%$7M39.4K
9SHWSHERWIN WILLIAMS COhistory →COM2.19%$6M18.7K
10MCKMCKESSON CORPhistory →COM2.11%$6M8.1K
11VVISA INChistory →COM CL A1.89%$6M16.3K
12TMOTHERMO FISHER SCIENTIFIC INChistory →COM1.71%$5M10.5K
13PSXPHILLIPS 66history →COM1.60%$5M34.8K
14MNSTMONSTER BEVERAGE CORP NEWhistory →COM1.52%$4M66.8K
15NOCNORTHROP GRUMMAN CORPhistory →COM1.46%$4M7.1K
16AXPAMERICAN EXPRESS COhistory →COM1.43%$4M12.8K
17ADIANALOG DEVICES INChistory →COM1.39%$4M16.8K
18AFLAFLAC INChistory →COM1.34%$4M35.6K
19JPMJPMORGAN CHASE & CO.history →COM1.32%$4M12.3K
20AVGOBROADCOM INChistory →COM1.26%$4M11.3K
21KLACKLA CORPhistory →COM NEW1.25%$4M3.4K
22LLYELI LILLY & COhistory →COM1.22%$4M4.7K
23METAMETA PLATFORMS INChistory →CL A1.20%$4M4.8K
24AG8AGILENT TECHNOLOGIES INChistory →COM1.17%$3M26.9K
25MAMASTERCARD INCORPORATEDhistory →CL A1.07%$3M5.6K
26PNCPNC FINL SVCS GROUP INChistory →COM1.02%$3M15.0K
27ALSALLSTATE CORPhistory →COM1.01%$3M13.9K
28GPCGENUINE PARTS COCOM0.93%$3M19.8K
29AMGNAMGEN INCCOM0.81%$2M8.5K
30ABTABBOTT LABSCOM0.80%$2M17.6K
31RTXRTX CORPORATIONCOM0.78%$2M13.8K
32ICEINTERCONTINENTAL EXCHANGE INCOM0.77%$2M13.5K
33PGPROCTER AND GAMBLE COCOM0.76%$2M14.7K
34PANWPALO ALTO NETWORKS INCCOM0.73%$2M10.6K
35ARWARROW ELECTRS INCCOM0.70%$2M17.2K
36EXMOCEXXON MOBIL CORPCOM0.70%$2M18.4K
37TXNTEXAS INSTRS INCCOM0.69%$2M11.1K
38MCDMCDONALDS CORPCOM0.68%$2M6.6K
39HONGBPHONEYWELL INTL INCCOM0.66%$2M9.3K
40CHVCHEVRON CORP NEWCOM0.64%$2M12.1K
41NRANRG ENERGY INCCOM NEW0.63%$2M11.6K
42HDHOME DEPOT INCCOM0.63%$2M4.6K
43NFLXNETFLIX INCCOM0.63%$2M1.5K
44TMUST-MOBILE US INCCOM0.62%$2M7.7K
45FICOFAIR ISAAC CORPCOM0.61%$2M1.2K
46ITWILLINOIS TOOL WKS INCCOM0.56%$2M6.4K
47ADPAUTOMATIC DATA PROCESSING INCOM0.55%$2M5.6K
48SNPSSYNOPSYS INCCOM0.50%$1M3.0K
49SOSOUTHERN COCOM0.48%$1M15.0K
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 ↗.