MOKAN Wealth Management Inc.

CIK

2053727

Location

OVERLAND PARK, KS

Portfolio Value

Micro $19,517,950

Diversification

Diversified

Filing Date

Global Rank

#4,676 / 8,586 ▲ 458

Top Industry

Semiconductors 12.7%

3Y Alpha vs SPY

-5.9%

Period ended 3 months ago

Filed May 1, 2026 · 46d

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

+17.6%

SPY

+25.8%

Annualised alpha

-5.8%

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

11 positions · $19,517,950 total · Consumer Defensive only · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
WMT	Walmart Inc. Consumer Defensive	Added	69,182	+9,872	$8,597,938	+30.1%	44.05%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	3,658	-584	$3,644,940	−0.4%	18.67%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	10,925	-5,364	$1,578,007	−32.4%	8.08%
PEP	Pepsico Inc Consumer Defensive	Reduced	8,912	-4,507	$1,383,944	−28.1%	7.09%
MO	Altria Group, Inc. Consumer Defensive	Reduced	10,191	-435	$672,504	+9.8%	3.45%
KHC	Kraft Heinz Co Consumer Defensive	Added	28,834	+3,837	$648,476	+7.0%	3.32%
KMB	Kimberly Clark Corp Consumer Defensive	Added	6,488	+483	$625,897	+3.3%	3.21%
CL	Colgate Palmolive Co Consumer Defensive	Reduced	7,149	-620	$609,309	−0.7%	3.12%
KO	Coca Cola Co Consumer Defensive	Reduced	7,829	-375	$595,395	+3.8%	3.05%
GIS	General Mills Inc Consumer Defensive	Added	15,721	+2,219	$585,135	−6.8%	3.00%
CAG	Conagra Brands Inc. Consumer Defensive	Added	36,667	+1,238	$576,405	−6.0%	2.95%