Portfolio (Quarterly) Guide ↗

Kennon-Green & Company, LLC

· CIK 0001963352

13F Portfolio $122M AUM 39 positions Filed Apr 27, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 2 New 12 Added 15 Reduced 2 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	SHOP	Shopify Inc.	Technology	1,574	$253K	0.20%	SOLD
2	AVGO	Broadcom Inc.	Technology	605	$209K	0.17%	SOLD

Sector Allocation

Consumer Defensive 54.5%

Communication Services 21.0%

Technology 11.0%

Consumer Cyclical 6.7%

Healthcare 3.9%

Financial Services 2.6%

Industrials 0.2%