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Kuhn & Co Investment Counsel

Updated 7 days ago

Managed by Kuhn & Co Investment Counsel • Latest filing Q3 2026

Portfolio value
$183.1M
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 4 quarters

Show data table
PeriodPortfolio value
Q4 2025$150.1M
Q1 2026$155.3M
Q2 2026$173M
Q3 2026$183.1M

Top holdings

161 positions as of Q3 2026

View filing
S

SCHWAB STRATEGIC TR

Value
$7.8M
Shares
144.9K
% Port
4.25%
V

VANGUARD INDEX FDS

Value
$7.8M
Shares
36.0K
% Port
4.25%
V

VANGUARD INDEX FDS

Value
$6.9M
Shares
76.1K
% Port
3.75%
W

WELLS FARGO & CO

Value
$6.8M
Shares
84.7K
% Port
3.70%
A

APPLE INC

Value
$6.8M
Shares
20.3K
% Port
3.70%
C

CAPITAL GROUP GROWTH ETF

Value
$6M
Shares
127.0K
% Port
3.29%
N

NVIDIA CORPORATION

Value
$5.5M
Shares
24.1K
% Port
3.01%
L

LAM RESEARCH CORP

Value
$4.7M
Shares
14.4K
% Port
2.59%
C

CAPITAL GROUP DIVIDEND VALUE

Value
$4.6M
Shares
94.2K
% Port
2.52%
S

SPDR SERIES TRUST

Value
$3.7M
Shares
29.8K
% Port
2.00%
L

ELI LILLY & CO

Value
$3.5M
Shares
3.1K
% Port
1.94%
A

AMAZON COM INC

Value
$3.5M
Shares
13.9K
% Port
1.89%
X

EXXONMOBIL HOLDINGS CORP

Value
$2.9M
Shares
17.7K
% Port
1.58%
?
14.N/A

VICTORY PORTFOLIOS II

Value
$2.9M
Shares
54.9K
% Port
1.57%
V

VANGUARD MUN BD FDS

Value
$2.8M
Shares
58.3K
% Port
1.51%
V

VANGUARD WHITEHALL FDS

Value
$2.7M
Shares
17.4K
% Port
1.48%
G

ALPHABET INC

Value
$2.5M
Shares
7.3K
% Port
1.37%
F

FIDELITY MERRIMACK STR TR

Value
$2.3M
Shares
53.6K
% Port
1.27%
V

VISA INC

Value
$2.3M
Shares
6.3K
% Port
1.24%
G

GOLDMAN SACHS GROUP INC

Value
$2.1M
Shares
2.4K
% Port
1.16%

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