13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002011958
Total reported value
$173.0M
$173.0M
128 檔
12.3%
In Q4 2024, Kuhn & Co Investment Counsel's U.S. equity holdings reached a combined market value of $173.0M, distributed across 128 disclosed stock positions.
During Q4 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 | AAPL | Apple Inc | Stock-Tech | 4.14% | +0.11% | +0.01% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 4.05% | -0.14% | -7.04% | |
| 3 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 3.43% | -0.15% | +4.38% | |
| 4 | CGGR | Cap Group Growth Equity | ETF-Other | 3.31% | +0.07% | +0.15% | |
| 5 | VUG | Vanguard Growth ETF | ETF-Other | 3.16% | +0.25% | -1.12% | |
| 6 | VTV | Vanguard Value ETF | ETF-Other | 2.78% | +0.09% | +4.34% | |
| 7 | WFC | Wells Fargo & Co | Stock-Financials | 2.68% | -0.15% | — | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.40% | +0.10% | +0.55% | |
| 9 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.35% | +0.33% | -2.59% | |
| 10 | ACN | Accenture plc | Stock-Tech | 1.84% | -0.28% | -0.68% | |
| 11 | CGDV | Cap Group Dividend Value | ETF-Other | 1.82% | +0.08% | +8.68% | |
| 12 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.81% | -0.07% | +3.16% | |
| 13 | V | Visa Inc-class A Shares | Stock-Financials | 1.78% | +0.03% | — | |
| 14 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.64% | -0.11% | +5.49% | |
| 15 | LIN | Linde plc | Stock-Materials | 1.53% | -0.06% | +0.23% | |
| 16 | MMIT | Nyli Mackay Muni Intrm ETF | ETF-Other | 1.47% | -0.03% | +3.82% | |
| 17 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.43% | +0.12% | +3.24% | |
| 18 | ITW | Illinois Tool Works | Stock-Industrials | 1.29% | -0.05% | -8.28% | |
| 19 | LRCX | Lam Research CORP | Stock-Tech | 1.28% | +1.18% | — | |
| 20 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 1.23% | -0.11% | +0.62% | |
| 21 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.23% | +0.09% | +4.78% | |
| 22 | MODL | Victoryshares Westend US Sec | ETF-Other | 1.21% | -0.18% | +28.80% | |
| 23 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.21% | -0.18% | +2.80% | |
| 24 | MSFT | Microsoft CORP | Stock-Tech | 1.18% | -0.05% | +0.77% | |
| 25 | DHR | Danaher CORP | Stock-Healthcare | 1.16% | -0.03% | — | |
| 26 | NEE | Nextera Energy Inc | Stock-Utilities | 1.15% | -0.17% | — | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.12% | +0.01% | +0.40% | |
| 28 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.01% | -0.05% | +2.01% | |
| 29 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.01% | -0.18% | +38.40% | |
| 30 | GWW | Ww Grainger Inc | Stock-Industrials | 0.98% | +0.09% | — | |
| 31 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.94% | -0.15% | +22.11% | |
| 32 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.94% | +0.02% | — | |
| 33 | RTX | Rtx CORP | Stock-Industrials | 0.92% | -0.13% | -6.91% | |
| 34 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.89% | +0.17% | +3.22% | |
| 35 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.88% | -0.14% | +1.65% | |
| 36 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.84% | +0.01% | +0.43% | |
| 37 | VB | Vanguard Small-cap ETF | ETF-Other | 0.78% | +0.01% | -1.01% | |
| 38 | JAVA | Jpmorgan Active Value ETF | ETF-Other | 0.77% | -0.01% | +5.57% | |
| 39 | SO | Southern Co/the | Stock-Utilities | 0.77% | -0.07% | +0.55% | |
| 40 | MUNI | Pimco Intermediate Municipal | ETF-Other | 0.72% | -0.04% | +6.50% | |
| 41 | NFLX | Netflix Inc | Stock-Comm Services | 0.71% | -0.13% | — | |
| 42 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.71% | -0.05% | +103.06% | |
| 43 | CRM | Salesforce Inc | Stock-Tech | 0.70% | -0.06% | — | |
| 44 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.70% | -0.02% | — | |
| 45 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 0.70% | -0.04% | — | |
| 46 | ADBE | Adobe Inc | Stock-Tech | 0.68% | -0.06% | -0.39% | |
| 47 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.68% | -0.06% | -1.89% | |
| 48 | PAYX | Paychex Inc | Stock-Tech | 0.67% | -0.02% | — | |
| 49 | WMT | Walmart Inc | Stock-Consumer Staples | 0.66% | -0.12% | — | |
| 50 | GTO | Invesco Total Return Bond Et | ETF-Other | 0.64% | -0.03% | +5.51% |
According to official SEC Form 13F filings, Kuhn & Co Investment Counsel reported a total U.S. public equity portfolio value of $173.0M across 128 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, NVDA, FNDF) accounted for 12.3% of total reported equity market value during Q4 2024.
During Q4 2024, Kuhn & Co Investment Counsel's top holdings by market value included AAPL (4.1%)、NVDA (4.0%)、FNDF (3.4%). The largest single position, AAPL, represented 4.1% of total portfolio value.
In Q4 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.