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KENNON-GREEN & COMPANY, LLC

Key Manager/Person/CIO: Joshua Kennon and Aaron Green

AUM: $129.53 M

13-F Portfolio Value: $121.99 M

Last 13-F Filed: Q1 2026

Concentration in top 10: 59.69%

Stock	Company	% Portfolio	Shares Held	Market Value	Change in Shares	% Change	Quarter End Price	Source
AVGO	Broadcom Inc.				-605	Exited		13F
SHOP	Shopify Inc.				-1,574	Exited		13F