Kuhn & Co Investment Counsel
CIK: 0002011958SEC EDGAR →
Portfolio Value
$150.1B
Holdings
142
As of
Q4 2025
New Positions
142
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR | 131,947 | $6.0B | 3.98% |
| 2 | VANGUARD INDEX FDS | 29,090 | $5.6B | 3.70% |
| 3 | CAPITAL GROUP GROWTH ETF | 122,434 | $5.4B | 3.63% |
| 4 | NVIDIA CORPORATION | 28,944 | $5.4B | 3.60% |
| 5 | APPLE INC | 19,503 | $5.3B | 3.53% |
| 6 | VANGUARD INDEX FDS | 10,284 | $5.0B | 3.34% |
| 7 | WELLS FARGO CO NEW | 44,942 | $4.2B | 2.79% |
| 8 | CAPITAL GROUP DIVIDEND VALUE | 86,182 | $3.8B | 2.51% |
| 9 | ELI LILLY & CO | 3,201 | $3.4B | 2.29% |
| 10 | LAM RESEARCH CORP | 19,191 | $3.3B | 2.19% |
Quarterly Changes
New Positions (142)
$6.0B · 132K shares
$5.6B · 29K shares
$5.4B · 122K shares
$5.4B · 29K shares
$5.3B · 20K shares
$5.0B · 10K shares
$4.2B · 45K shares
$3.8B · 86K shares
$3.4B · 3K shares
$3.3B · 19K shares
$3.0B · 13K shares
$2.8B · 26K shares
$2.7B · 57K shares
$2.5B · 18K shares
$2.4B · 47K shares
$2.2B · 28K shares
$2.1B · 6K shares
$2.1B · 7K shares
$2.1B · 45K shares
$2.0B · 2K shares
$2.0B · 33K shares
$1.9B · 21K shares
$1.9B · 24K shares
$1.7B · 4K shares
$1.6B · 67K shares
$1.6B · 9K shares
$1.5B · 19K shares
$1.5B · 3K shares
$1.4B · 32K shares
$1.3B · 26K shares
$1.3B · 5K shares
$1.3B · 3K shares
$1.2B · 100K shares
$1.1B · 6K shares
$1.1B · 42K shares
$1.1B · 84K shares
$1.1B · 1K shares
$1.1B · 37K shares
$1.1B · 4K shares
$1.1B · 4K shares
$1.1B · 4K shares
$983.0M · 1K shares
$961.0M · 9K shares
$957.0M · 11K shares
$952.0M · 7K shares
$947.0M · 3K shares
$923.0M · 3K shares
$919.0M · 19K shares
$914.0M · 6K shares
$905.0M · 3K shares
$845.0M · 12K shares
$832.0M · 16K shares
$820.0M · 34K shares
$784.0M · 1K shares
$780.0M · 3K shares
$763.0M · 15K shares
$762.0M · 9K shares
$757.0M · 7K shares
$744.0M · 18K shares
$742.0M · 16K shares
$735.0M · 10K shares
$721.0M · 6K shares
$702.0M · 28K shares
$697.0M · 17K shares
$696.0M · 6K shares
$693.0M · 4K shares
$665.0M · 6K shares
$663.0M · 23K shares
$661.0M · 618 shares
$653.0M · 2K shares
$644.0M · 5K shares
$640.0M · 7K shares
$625.0M · 6K shares
$622.0M · 2K shares
$618.0M · 2K shares
$617.0M · 4K shares
$610.0M · 3K shares
$601.0M · 8K shares
$559.0M · 2K shares
$555.0M · 3K shares
$547.0M · 2K shares
$541.0M · 2K shares
$541.0M · 2K shares
$528.0M · 7K shares
$527.0M · 24K shares
$525.0M · 3K shares
$520.0M · 1K shares
$501.0M · 2K shares
$486.0M · 1K shares
$484.0M · 850 shares
$477.0M · 7K shares
$459.0M · 2K shares
$439.0M · 4K shares
$418.0M · 5K shares
$398.0M · 2K shares
$375.0M · 801 shares
$374.0M · 1K shares
$369.0M · 4K shares
$368.0M · 15K shares
$367.0M · 4K shares
$365.0M · 2K shares
$351.0M · 530 shares
$351.0M · 4K shares
$345.0M · 2K shares
$341.0M · 2K shares
$328.0M · 5K shares
$325.0M · 5K shares
$320.0M · 2K shares
$309.0M · 5K shares
$307.0M · 4K shares
$300.0M · 675 shares
$295.0M · 2K shares
$287.0M · 1K shares
$286.0M · 1K shares
$283.0M · 2K shares
$281.0M · 14K shares
$278.0M · 596 shares
$266.0M · 425 shares
$264.0M · 431 shares
$257.0M · 1K shares
$255.0M · 4K shares
$254.0M · 9K shares
$253.0M · 2K shares
$251.0M · 2K shares
$245.0M · 7K shares
$240.0M · 3K shares
$238.0M · 691 shares
$238.0M · 10K shares
$237.0M · 691 shares
$235.0M · 861 shares
$231.0M · 20K shares
$229.0M · 15K shares
$228.0M · 843 shares
$228.0M · 2K shares
$227.0M · 3K shares
$226.0M · 450 shares
$216.0M · 246 shares
$216.0M · 1K shares
$211.0M · 4K shares
$209.0M · 362 shares
$204.0M · 2K shares
$201.0M · 2K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 57 | $81.5B | 54.4% |
| Technology | 19 | $23.9B | 15.9% |
| Healthcare | 14 | $9.5B | 6.4% |
| Industrials | 15 | $8.2B | 5.4% |
| Consumer Cyclical | 6 | $5.9B | 3.9% |
| Utilities | 7 | $5.5B | 3.6% |
| Communication Services | 5 | $5.1B | 3.4% |
| Consumer Defensive | 5 | $3.4B | 2.3% |
| Energy | 5 | $2.3B | 1.6% |
| Basic Materials | 2 | $1.9B | 1.3% |
| Real Estate | 2 | $1.4B | 0.9% |
| Unknown | 5 | $1.4B | 0.9% |