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CIK: 0002011958
Total reported value
$173.0M
$173.0M
125 檔
11.4%
During the Q2 2024 filing period, Kuhn & Co Investment Counsel (CIK: 0002011958) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $173.0M across 125 reported positions.
During Q2 2024, Kuhn & Co Investment Counsel's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 4.05% | -0.14% | +818.85% | |
| 2 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 3.75% | -0.15% | +3.61% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 3.69% | +0.11% | +0.70% | |
| 4 | VUG | Vanguard Growth ETF | ETF-Other | 3.18% | +0.25% | +0.42% | |
| 5 | CGGR | Cap Group Growth Equity | ETF-Other | 3.05% | +0.07% | +7.32% | |
| 6 | LLY | Eli Lilly & Co | Stock-Healthcare | 3.01% | +0.33% | — | |
| 7 | VTV | Vanguard Value ETF | ETF-Other | 2.67% | +0.09% | +0.48% | |
| 8 | WFC | Wells Fargo & Co | Stock-Financials | 2.40% | -0.15% | -0.16% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.22% | +0.10% | +0.95% | |
| 10 | LIN | Linde plc | Stock-Materials | 2.02% | -0.06% | -0.12% | |
| 11 | LRCXEUR | Lam Research CORP | Stock-Tech | 1.99% | — | -0.19% | |
| 12 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.73% | -0.07% | +3.94% | |
| 13 | ACN | Accenture plc | Stock-Tech | 1.70% | -0.28% | -0.49% | |
| 14 | CGDV | Cap Group Dividend Value | ETF-Other | 1.58% | +0.08% | +9.30% | |
| 15 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.58% | -0.11% | +14.06% | |
| 16 | V | Visa Inc-class A Shares | Stock-Financials | 1.56% | +0.03% | -1.24% | |
| 17 | MMIT | Nyli Mackay Muni Intrm ETF | ETF-Other | 1.44% | -0.03% | +13.10% | |
| 18 | ITW | Illinois Tool Works | Stock-Industrials | 1.42% | -0.05% | -0.09% | |
| 19 | DHR | Danaher CORP | Stock-Healthcare | 1.34% | -0.03% | -0.25% | |
| 20 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.33% | +0.12% | +9.15% | |
| 21 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 1.30% | -0.11% | -0.57% | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 1.29% | -0.05% | -0.31% | |
| 23 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.26% | -0.18% | +3.57% | |
| 24 | NEE | Nextera Energy Inc | Stock-Utilities | 1.24% | -0.17% | -0.50% | |
| 25 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.20% | -0.05% | -0.92% | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.11% | +0.01% | +0.18% | |
| 27 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.07% | -0.14% | -0.21% | |
| 28 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.97% | +0.09% | -0.29% | |
| 29 | MCHP | Microchip Technology Inc | Stock-Tech | 0.91% | +0.06% | — | |
| 30 | RTX | Rtx CORP | Stock-Industrials | 0.91% | -0.13% | -0.16% | |
| 31 | ADBE | Adobe Inc | Stock-Tech | 0.90% | -0.06% | -1.57% | |
| 32 | MODL | Victoryshares Westend US Sec | ETF-Other | 0.90% | -0.18% | +4.11% | |
| 33 | GWW | Ww Grainger Inc | Stock-Industrials | 0.89% | +0.09% | — | |
| 34 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.88% | +0.17% | +0.75% | |
| 35 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 0.87% | -0.04% | +10.40% | |
| 36 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.85% | -0.15% | -0.17% | |
| 37 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.84% | -0.05% | +1.38% | |
| 38 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.81% | +0.01% | +0.11% | |
| 39 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.80% | -0.18% | -0.75% | |
| 40 | AMGN | Amgen Inc | Stock-Healthcare | 0.78% | -0.05% | — | |
| 41 | VB | Vanguard Small-cap ETF | ETF-Other | 0.77% | +0.01% | -6.43% | |
| 42 | SO | Southern Co/the | Stock-Utilities | 0.76% | -0.07% | — | |
| 43 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.74% | -0.06% | -0.07% | |
| 44 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.71% | -0.02% | — | |
| 45 | AMT | American Tower CORP | Stock-Real Estate | 0.67% | -0.07% | — | |
| 46 | JAVA | Jpmorgan Active Value ETF | ETF-Other | 0.66% | -0.01% | +15.54% | |
| 47 | MUNI | Pimco Intermediate Municipal | ETF-Other | 0.64% | -0.04% | — | |
| 48 | GTO | Invesco Total Return Bond Et | ETF-Other | 0.64% | -0.03% | +8.82% | |
| 49 | PNW | Pinnacle West Capital | Stock-Utilities | 0.60% | -0.03% | — | |
| 50 | PAYX | Paychex Inc | Stock-Tech | 0.59% | -0.02% | -0.45% |
According to official SEC Form 13F filings, Kuhn & Co Investment Counsel reported a total U.S. public equity portfolio value of $173.0M across 125 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including NVDA, FNDF, AAPL) accounted for 11.4% of total reported equity market value during Q2 2024.
During Q2 2024, Kuhn & Co Investment Counsel's top holdings by market value included NVDA (4.0%)、FNDF (3.8%)、AAPL (3.7%). The largest single position, NVDA, represented 4.0% of total portfolio value.
In Q2 2024, Kuhn & Co Investment Counsel made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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