MOKAN Wealth Management Inc.

CIK

2053727

Location

OVERLAND PARK, KS

Portfolio Value

Small $192,213,331

Diversification

Diversified

Filing Date

Global Rank

#4,526 / 8,517 ▲ 58

Top Industry

Semiconductors 16.6%

3Y Alpha vs SPY

-3.8%

Period ended 46 days ago

Filed Jul 28, 2026 · 18d

7 quarters · since Dec 2024

Clone Performance

Feb 2025–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+20.6%

SPY

+27.3%

Annualised alpha

-4.2%

Max drawdown

−12.4%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 7 quarters. Past performance does not predict future results.

Portfolio Concentration

81 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

5.5%

−2.2 pts

Top 5

25.1%

−0.6 pts

Top 10

42.6%

+0.5 pts

HHI

282

Diversified+18

Portfolio Trend

7 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	32.4%	$62,310,009	22
Consumer Defensive	12.3%	$23,555,677	11
Healthcare	11.2%	$21,493,190	8
Financial Services	11.1%	$21,400,055	9
Consumer Cyclical	10.3%	$19,781,636	7
Industrials	9.8%	$18,848,688	9
Communication Services	6.1%	$11,720,925	6
Energy	5.2%	$9,941,838	4
Basic Materials	0.8%	$1,531,233	3
Real Estate	0.5%	$964,959	1
Utilities	0.3%	$665,121	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
WMT	Walmart Inc.	+19,319	88,501	$10,023,623
CMCSA	Comcast Corp	+19,065	41,375	$1,015,756
KHC	Kraft Heinz Co	+15,848	44,682	$1,055,388
GIS	General Mills Inc	+15,118	30,839	$1,073,197
VICI	Vici Properties Inc.	+13,558	36,345	$964,959
NFLX	Netflix Inc	+10,480	33,648	$2,402,467
VZ	Verizon Communications Inc	+7,941	22,680	$960,271
COP	Conocophillips	+6,483	39,883	$4,146,236
MRK	Merck & Co., Inc.	+6,048	48,990	$6,295,215
XOM	ExxonMobil Holdings Corp	+5,348	32,444	$4,435,743
GILD	Gilead Sciences, Inc.	+4,920	10,399	$1,313,809
ABBV	AbbVie Inc.	+4,668	23,835	$5,997,839
PAYX	Paychex Inc	+4,523	12,441	$1,223,323
CL	Colgate Palmolive Co	+4,356	11,505	$1,054,778
KMB	Kimberly Clark Corp	+4,231	10,719	$1,176,624
AMZN	Amazon Com Inc	+4,226	33,060	$7,879,520
MO	Altria Group, Inc.	+4,073	14,264	$1,026,294
MCD	Mcdonalds Corp	+3,743	16,005	$4,326,311
MSFT	Microsoft Corp	+3,439	18,563	$6,924,370
HD	Home Depot, Inc.	+3,274	12,892	$4,546,750
JPM	Jpmorgan Chase & Co	+3,038	18,467	$6,044,803
AVY	Avery Dennison Corp	+2,928	6,576	$1,067,613
GE	General Electric Co	+2,928	11,413	$4,265,380
NEE	Nextera Energy Inc	+2,893	7,578	$665,121
TROW	Price T Rowe Group Inc	+2,826	10,661	$1,212,049
No positions match the current search.

Trimmed

Positions the filer reduced

18 positions

Ticker	Company	Δ Shares	Shares	Value
GOOGL	Alphabet Inc.	−13,217	10,139	$3,623,374
FLEX	Flex Ltd.	−8,149	1,628	$263,849
ABT	Abbott Laboratories	−5,449	7,912	$717,934
CRH	Crh Public Ltd Co	−3,802	2,786	$298,102
AMD	Advanced Micro Devices Inc	−3,318	7,677	$4,459,646
EOG	Eog Resources Inc	−3,176	7,845	$1,017,731
V	Visa Inc.	−1,945	734	$251,828
CBOE	Cboe Global Markets, Inc.	−1,497	3,455	$838,424
MU	Micron Technology Inc	−1,398	5,566	$6,424,778
PG	PROCTER & GAMBLE Co	−838	10,087	$1,479,157
SNA	Snap-on Inc	−528	3,266	$1,314,238
ACN	Accenture plc	−507	6,210	$772,772
CME	Cme Group Inc.	−474	4,090	$903,194
ITW	Illinois Tool Works Inc	−368	4,718	$1,276,077
KO	Coca Cola Co	−97	7,732	$628,379
UNH	Unitedhealth Group Inc	−58	727	$302,163
LRCX	Lam Research Corp	−37	10,653	$4,616,264
DY	Dycom Industries Inc	−22	1,087	$549,576
No positions match the current search.

New Positions

Positions the filer opened this quarter

17 positions

Ticker	Company	Shares	Value
PGR	Progressive Corp/Oh/	5,097	$1,113,439
INTC	Intel Corp	6,347	$886,231
CSCO	Cisco Systems, Inc.	6,166	$724,258
PANW	Palo Alto Networks Inc	1,795	$612,130
CRWD	CrowdStrike Holdings, Inc.	663	$505,961
GRMN	Garmin Ltd	2,049	$486,719
KLAC	Kla Corp	1,555	$469,159
PLTR	Palantir Technologies Inc.	3,106	$362,377
TXN	Texas Instruments Inc	1,186	$353,511
LIN	Linde PLC	632	$327,970
AMGN	Amgen Inc	905	$327,718
MRVL	Marvell Technology, Inc.	1,093	$325,593
QCOM	Qualcomm Inc/De	1,645	$303,979
ADI	Analog Devices Inc	656	$260,543
MA	Mastercard Inc	463	$237,796
PM	Philip Morris International Inc.	1,211	$219,082
BAC	Bank Of America Corp /De/	3,620	$206,267
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
BIL	State Street SPDR Bloomberg 1-3 Month T-Bill ETF	156,518	$14,343,309
VIG	Vanguard Dividend Appreciation ETF	14,783	$3,179,231
YUM	Yum Brands Inc	4,774	$742,261
AON	Aon plc	2,202	$710,761
MCO	Moodys Corp /De/	1,612	$703,235
FOXA	Fox Corp	11,938	$697,179
HIMS	Hims & Hers Health, Inc.	33,396	$693,300
FDS	Factset Research Systems Inc	3,190	$692,198
CTSH	Cognizant Technology Solutions Corp	11,053	$678,101
UTHR	UNITED THERAPEUTICS Corp	1,131	$670,660
JKHY	Jack Henry & Associates Inc	4,223	$667,402
ADP	Automatic Data Processing Inc	3,264	$663,179
ZTS	Zoetis Inc.	5,560	$657,247
ACLS	Axcelis Technologies Inc	6,995	$651,094
MRSH	Marsh & Mclennan Companies, Inc.	3,752	$650,784
ZM	Zoom Communications, Inc.	7,929	$637,412
DPZ	Dominos Pizza Inc	1,755	$629,676
AVT	Avnet Inc	9,837	$606,155
NBIX	Neurocrine Biosciences Inc	4,585	$604,027
ELAN	Elanco Animal Health Inc	25,177	$602,485
EXEL	Exelixis, Inc.	13,925	$597,243
MPWR	Monolithic Power Systems, Inc.	542	$592,595
LII	Lennox International Inc	1,271	$589,909
CAG	Conagra Brands Inc.	36,667	$576,405
CHWY	Chewy, Inc.	20,842	$562,734
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

81 tracked positions · $192,213,331 total · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 81 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
BRK-B	Berkshire Hathaway Inc Financial Services	Added	21,168	+2,288	$10,592,255	+17.1%	5.51%
WMT	Walmart Inc. Consumer Defensive	Added	88,501	+19,319	$10,023,623	+16.6%	5.21%
AVGO	Broadcom Inc. Technology	Added	26,135	+430	$9,872,496	+24.1%	5.14%
NVDA	Nvidia Corp Technology	Added	45,405	+2,246	$9,085,086	+20.7%	4.73%
AAPL	Apple Inc. Technology	Added	29,941	+2,625	$8,663,727	+25.0%	4.51%
AMZN	Amazon Com Inc Consumer Cyclical	Added	33,060	+4,226	$7,879,520	+31.2%	4.10%
MSFT	Microsoft Corp Technology	Added	18,563	+3,439	$6,924,370	+23.7%	3.60%
MU	Micron Technology Inc Technology	Reduced	5,566	-1,398	$6,424,778	+173.1%	3.34%
MRK	Merck & Co., Inc. Healthcare	Added	48,990	+6,048	$6,295,215	+21.9%	3.28%
JPM	Jpmorgan Chase & Co Financial Services	Added	18,467	+3,038	$6,044,803	+33.2%	3.14%
ABBV	AbbVie Inc. Healthcare	Added	23,835	+4,668	$5,997,839	+43.9%	3.12%
LLY	ELI LILLY & Co Healthcare	Added	4,208	+129	$5,047,201	+34.5%	2.63%
AMAT	Applied Materials Inc /De Technology	Added	6,519	+468	$4,713,237	+127.9%	2.45%
CAT	Caterpillar Inc Industrials	Added	4,406	+120	$4,691,949	+54.5%	2.44%
LRCX	Lam Research Corp Technology	Reduced	10,653	-37	$4,616,264	+102.1%	2.40%
HD	Home Depot, Inc. Consumer Cyclical	Added	12,892	+3,274	$4,546,750	+43.7%	2.37%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	4,859	+1,201	$4,545,448	+24.7%	2.36%
AMD	Advanced Micro Devices Inc Technology	Reduced	7,677	-3,318	$4,459,646	+99.4%	2.32%
XOM	ExxonMobil Holdings Corp Energy	Added	32,444	+5,348	$4,435,743	−3.5%	2.31%
MCD	Mcdonalds Corp Consumer Cyclical	Added	16,005	+3,743	$4,326,311	+13.5%	2.25%
GE	General Electric Co Industrials	Added	11,413	+2,928	$4,265,380	+77.1%	2.22%
COP	Conocophillips Energy	Added	39,883	+6,483	$4,146,236	−6.0%	2.16%
DE	Deere & Co Industrials	Added	6,528	+1,734	$4,140,906	+53.3%	2.15%
GOOGL	Alphabet Inc. Communication Services	Reduced	10,139	-13,217	$3,623,374	−46.0%	1.89%
META	Meta Platforms, Inc. Communication Services	Added	5,573	+1,917	$3,139,215	+50.1%	1.63%
NFLX	Netflix Inc Communication Services	Added	33,648	+10,480	$2,402,467	+7.8%	1.25%
JNJ	Johnson & Johnson Healthcare	Added	5,872	+1,762	$1,491,311	+48.4%	0.78%
TSLA	Tesla, Inc. Consumer Cyclical	Added	3,520	+1,754	$1,480,512	+125.5%	0.77%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	10,087	-838	$1,479,157	−6.3%	0.77%
SNA	Snap-on Inc Industrials	Reduced	3,266	-528	$1,314,238	−4.6%	0.68%
GILD	Gilead Sciences, Inc. Healthcare	Added	10,399	+4,920	$1,313,809	+72.1%	0.68%
ITW	Illinois Tool Works Inc Industrials	Reduced	4,718	-368	$1,276,077	−3.6%	0.66%
PEP	Pepsico Inc Consumer Defensive	Added	9,407	+495	$1,273,707	−8.0%	0.66%
AOS	Smith A O Corp Industrials	Added	19,538	+1,280	$1,225,423	+1.8%	0.64%
PAYX	Paychex Inc Technology	Added	12,441	+4,523	$1,223,323	+67.7%	0.64%
TROW	Price T Rowe Group Inc Financial Services	Added	10,661	+2,826	$1,212,049	+71.6%	0.63%
KMB	Kimberly Clark Corp Consumer Defensive	Added	10,719	+4,231	$1,176,624	+88.0%	0.61%
RTX	RTX Corp Industrials	Added	5,952	+25	$1,129,272	−1.2%	0.59%
PGR	Progressive Corp/Oh/ Financial Services	NEW	5,097	NEW	$1,113,439	NEW	0.58%
GIS	General Mills Inc Consumer Defensive	Added	30,839	+15,118	$1,073,197	+83.4%	0.56%
AVY	Avery Dennison Corp Consumer Cyclical	Added	6,576	+2,928	$1,067,613	+69.5%	0.56%
KHC	Kraft Heinz Co Consumer Defensive	Added	44,682	+15,848	$1,055,388	+62.7%	0.55%
CL	Colgate Palmolive Co Consumer Defensive	Added	11,505	+4,356	$1,054,778	+73.1%	0.55%
MO	Altria Group, Inc. Consumer Defensive	Added	14,264	+4,073	$1,026,294	+52.6%	0.53%
EOG	Eog Resources Inc Energy	Reduced	7,845	-3,176	$1,017,731	−36.1%	0.53%
CMCSA	Comcast Corp Communication Services	Added	41,375	+19,065	$1,015,756	+58.6%	0.53%
VICI	Vici Properties Inc. Real Estate	Added	36,345	+13,558	$964,959	+55.0%	0.50%
VZ	Verizon Communications Inc Communication Services	Added	22,680	+7,941	$960,271	+29.8%	0.50%
CF	CF Industries Holdings, Inc. Basic Materials	Added	8,361	+2,076	$905,161	+10.9%	0.47%
CME	Cme Group Inc. Financial Services	Reduced	4,090	-474	$903,194	−33.0%	0.47%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.