MOKAN Wealth Management Inc.

CIK

2053727

Location

OVERLAND PARK, KS

Portfolio Value

Small $162,292,331

Diversification

Diversified

Filing Date

Global Rank

#4,337 / 8,232 ▲ 568

Top Industry

Semiconductors 12.7%

3Y Alpha vs SPY

-4.4%

Period ended 2 months ago

Filed May 1, 2026 · 44d

6 quarters · since Dec 2024

Clone Performance

Feb 2025–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+17.5%

SPY

+23.4%

Annualised alpha

-4.3%

Max drawdown

−13.0%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

95 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

5.6%

−1.0 pts

Top 5

24.7%

−2.8 pts

Top 10

40.6%

−4.1 pts

HHI

246

Diversified−40

Portfolio Trend

6 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	27.5%	$44,679,684	19
Healthcare	13.7%	$22,280,397	17
Financial Services	12.7%	$20,598,649	10
Consumer Defensive	12.0%	$19,517,950	11
Consumer Cyclical	11.3%	$18,329,874	13
Industrials	8.9%	$14,394,760	10
Energy	6.8%	$11,021,908	4
Communication Services	5.5%	$8,902,853	7
Basic Materials	0.9%	$1,508,574	2
Real Estate	0.4%	$622,540	1
Utilities	0.3%	$435,142	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
HIMS	Hims & Hers Health, Inc.	+26,908	33,396	$693,300
XOM	Exxon Mobil Corp	+21,193	27,096	$4,597,107
NVDA	Nvidia Corp	+18,696	43,159	$7,526,929
ELAN	Elanco Animal Health Inc	+13,884	25,177	$602,485
CHWY	Chewy, Inc.	+13,281	20,842	$562,734
WMT	Walmart Inc.	+9,872	69,182	$8,597,938
EXEL	Exelixis, Inc.	+7,858	13,925	$597,243
MU	Micron Technology Inc	+5,904	6,964	$2,352,717
AMZN	Amazon Com Inc	+5,004	28,834	$6,005,257
FLEX	Flex Ltd.	+4,756	9,777	$640,002
ZM	Zoom Communications, Inc.	+4,709	7,929	$637,412
MMSI	Merit Medical Systems Inc	+4,623	7,844	$540,686
JPM	Jpmorgan Chase & Co	+4,374	15,429	$4,538,594
AVT	Avnet Inc	+3,963	9,837	$606,155
KHC	Kraft Heinz Co	+3,837	28,834	$648,476
CAT	Caterpillar Inc	+3,792	4,286	$3,036,459
ACLS	Axcelis Technologies Inc	+3,569	6,995	$651,094
META	Meta Platforms, Inc.	+3,265	3,656	$2,091,707
FOXA	Fox Corp	+2,785	11,938	$697,179
NBIX	Neurocrine Biosciences Inc	+2,642	4,585	$604,027
GIS	General Mills Inc	+2,219	15,721	$585,135
TOL	Toll Brothers, Inc.	+1,998	4,110	$560,891
CRH	Crh Public Ltd Co	+1,659	6,588	$692,530
ABG	Asbury Automotive Group Inc	+1,640	2,843	$555,550
PODD	Insulet Corp	+1,537	2,453	$514,737
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
ABT	Abbott Laboratories	−15,492	13,361	$1,371,773
AVY	Avery Dennison Corp	−7,477	3,648	$629,936
EOG	Eog Resources Inc	−7,064	11,021	$1,593,305
COP	Conocophillips	−6,997	33,400	$4,408,800
JNJ	Johnson & Johnson	−6,321	4,110	$1,004,648
CTSH	Cognizant Technology Solutions Corp	−5,640	11,053	$678,101
PG	PROCTER & GAMBLE Co	−5,364	10,925	$1,578,007
ZTS	Zoetis Inc.	−5,022	5,560	$657,247
YUM	Yum Brands Inc	−4,537	4,774	$742,261
PEP	Pepsico Inc	−4,507	8,912	$1,383,944
PAYX	Paychex Inc	−4,328	7,918	$729,406
JKHY	Jack Henry & Associates Inc	−3,220	4,223	$667,402
MRK	Merck & Co., Inc.	−3,213	42,942	$5,165,493
MCD	Mcdonalds Corp	−3,039	12,262	$3,810,906
CBOE	Cboe Global Markets, Inc.	−2,906	4,952	$1,391,858
ITW	Illinois Tool Works Inc	−2,904	5,086	$1,323,834
CME	Cme Group Inc.	−2,580	4,564	$1,347,977
SNA	Snap-on Inc	−2,052	3,794	$1,378,056
ADP	Automatic Data Processing Inc	−1,813	3,264	$663,179
AON	Aon plc	−1,698	2,202	$710,761
V	Visa Inc.	−1,688	2,679	$809,700
VZ	Verizon Communications Inc	−1,522	14,739	$739,897
AOS	Smith A O Corp	−1,501	18,258	$1,203,932
CF	CF Industries Holdings, Inc.	−1,459	6,285	$816,044
DPZ	Dominos Pizza Inc	−1,313	1,755	$629,676
No positions match the current search.

New Positions

Positions the filer opened this quarter

12 positions

Ticker	Company	Shares	Value
LLY	ELI LILLY & Co	4,079	$3,751,741
DE	Deere & Co	4,794	$2,700,460
GE	General Electric Co	8,485	$2,407,788
LRCX	Lam Research Corp	10,690	$2,284,025
AMD	Advanced Micro Devices Inc	10,995	$2,236,712
NFLX	Netflix Inc	23,168	$2,227,603
AMAT	Applied Materials Inc /De	6,051	$2,068,171
FDS	Factset Research Systems Inc	3,190	$692,198
MRSH	Marsh & Mclennan Companies, Inc.	3,752	$650,784
LII	Lennox International Inc	1,271	$589,909
TOST	Toast, Inc.	19,877	$526,939
HALO	Halozyme Therapeutics, Inc.	7,601	$491,252
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
GWW	W.W. Grainger, Inc.	1,355	$1,367,262
USB	US Bancorp De	12,213	$651,685
PANW	Palo Alto Networks Inc	1,939	$357,163
CHTR	Charter Communications, Inc. /Mo/	1,291	$269,496
PINS	Pinterest, Inc.	8,955	$231,844
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

95 positions · $162,292,331 total · as of Mar 31, 2026

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

Showing 1–50 of 95 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	18,880	+720	$9,047,296	−0.9%	5.57%
WMT	Walmart Inc. Consumer Defensive	Added	69,182	+9,872	$8,597,938	+30.1%	5.30%
AVGO	Broadcom Inc. Technology	Reduced	25,705	-1,103	$7,955,954	−14.3%	4.90%
NVDA	Nvidia Corp Technology	Added	43,159	+18,696	$7,526,929	+65.0%	4.64%
AAPL	Apple Inc. Technology	Added	27,316	+1,300	$6,932,527	−2.0%	4.27%
AMZN	Amazon Com Inc Consumer Cyclical	Added	28,834	+5,004	$6,005,257	+9.2%	3.70%
MSFT	Microsoft Corp Technology	Added	15,124	+1,443	$5,598,451	−15.4%	3.45%
MRK	Merck & Co., Inc. Healthcare	Reduced	42,942	-3,213	$5,165,493	+6.3%	3.18%
XOM	Exxon Mobil Corp Energy	Added	27,096	+21,193	$4,597,107	+547.1%	2.83%
JPM	Jpmorgan Chase & Co Financial Services	Added	15,429	+4,374	$4,538,594	+27.4%	2.80%
COP	Conocophillips Energy	Reduced	33,400	-6,997	$4,408,800	+16.6%	2.72%
ABBV	AbbVie Inc. Healthcare	Reduced	19,167	-1,162	$4,168,630	−10.3%	2.57%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	12,262	-3,039	$3,810,906	−18.5%	2.35%
LLY	ELI LILLY & Co Healthcare	NEW	4,079	NEW	$3,751,741	NEW	2.31%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	3,658	-584	$3,644,940	−0.4%	2.25%
HD	Home Depot, Inc. Consumer Cyclical	Added	9,618	+1,223	$3,163,264	+9.5%	1.95%
CAT	Caterpillar Inc Industrials	Added	4,286	+3,792	$3,036,459	+973.0%	1.87%
DE	Deere & Co Industrials	NEW	4,794	NEW	$2,700,460	NEW	1.66%
GE	General Electric Co Industrials	NEW	8,485	NEW	$2,407,788	NEW	1.48%
MU	Micron Technology Inc Technology	Added	6,964	+5,904	$2,352,717	+677.7%	1.45%
LRCX	Lam Research Corp Technology	NEW	10,690	NEW	$2,284,025	NEW	1.41%
AMD	Advanced Micro Devices Inc Technology	NEW	10,995	NEW	$2,236,712	NEW	1.38%
NFLX	Netflix Inc Communication Services	NEW	23,168	NEW	$2,227,603	NEW	1.37%
GOOGL	Alphabet Inc. Communication Services	Added	7,291	+601	$2,096,599	+0.1%	1.29%
META	Meta Platforms, Inc. Communication Services	Added	3,656	+3,265	$2,091,707	+710.4%	1.29%
AMAT	Applied Materials Inc /De Technology	NEW	6,051	NEW	$2,068,171	NEW	1.27%
EOG	Eog Resources Inc Energy	Reduced	11,021	-7,064	$1,593,305	−16.1%	0.98%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	10,925	-5,364	$1,578,007	−32.4%	0.97%
CBOE	Cboe Global Markets, Inc. Financial Services	Reduced	4,952	-2,906	$1,391,858	−29.4%	0.86%
PEP	Pepsico Inc Consumer Defensive	Reduced	8,912	-4,507	$1,383,944	−28.1%	0.85%
SNA	Snap-on Inc Industrials	Reduced	3,794	-2,052	$1,378,056	−31.6%	0.85%
ABT	Abbott Laboratories Healthcare	Reduced	13,361	-15,492	$1,371,773	−62.1%	0.85%
CME	Cme Group Inc. Financial Services	Reduced	4,564	-2,580	$1,347,977	−30.9%	0.83%
ACN	Accenture plc Technology	Reduced	6,717	-605	$1,331,913	−32.2%	0.82%
ITW	Illinois Tool Works Inc Industrials	Reduced	5,086	-2,904	$1,323,834	−32.7%	0.82%
AOS	Smith A O Corp Industrials	Reduced	18,258	-1,501	$1,203,932	−8.9%	0.74%
RTX	RTX Corp Industrials	Added	5,927	+18	$1,143,318	+5.5%	0.70%
JNJ	Johnson & Johnson Healthcare	Reduced	4,110	-6,321	$1,004,648	−53.5%	0.62%
CF	CF Industries Holdings, Inc. Basic Materials	Reduced	6,285	-1,459	$816,044	+36.3%	0.50%
V	Visa Inc. Financial Services	Reduced	2,679	-1,688	$809,700	−47.1%	0.50%
GILD	Gilead Sciences, Inc. Healthcare	Reduced	5,479	-357	$763,608	+6.6%	0.47%
YUM	Yum Brands Inc Consumer Cyclical	Reduced	4,774	-4,537	$742,261	−47.3%	0.46%
VZ	Verizon Communications Inc Communication Services	Reduced	14,739	-1,522	$739,897	+11.7%	0.46%
PAYX	Paychex Inc Technology	Reduced	7,918	-4,328	$729,406	−46.9%	0.45%
AON	Aon plc Financial Services	Reduced	2,202	-1,698	$710,761	−48.4%	0.44%
TROW	Price T Rowe Group Inc Financial Services	Added	7,835	+1,353	$706,246	+6.4%	0.44%
MCO	Moodys Corp /De/ Financial Services	Reduced	1,612	-1,157	$703,235	−50.3%	0.43%
FOXA	Fox Corp Communication Services	Added	11,938	+2,785	$697,179	+4.2%	0.43%
HIMS	Hims & Hers Health, Inc. Healthcare	Added	33,396	+26,908	$693,300	+229.1%	0.43%
CRH	Crh Public Ltd Co Basic Materials	Added	6,588	+1,659	$692,530	+12.6%	0.43%