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CIK: 0002011958
Total reported value
$173.0M
$173.0M
132 檔
13.5%
At the close of Q2 2025, Kuhn & Co Investment Counsel disclosed equity holdings valued at approximately $173.0M, spread across 132 reported holdings.
During Q2 2025, 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 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 3.89% | -0.15% | +1.06% | |
| 2 | CGGR | Cap Group Growth Equity | ETF-Other | 3.77% | +0.07% | +11.49% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 3.52% | -0.14% | -8.99% | |
| 4 | VUG | Vanguard Growth ETF | ETF-Other | 3.28% | +0.25% | +8.64% | |
| 5 | VTV | Vanguard Value ETF | ETF-Other | 3.26% | +0.09% | +17.29% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 3.06% | +0.11% | +0.43% | |
| 7 | WFC | Wells Fargo & Co | Stock-Financials | 2.72% | -0.15% | -0.14% | |
| 8 | CGDV | Cap Group Dividend Value | ETF-Other | 2.31% | +0.08% | +14.13% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.14% | +0.10% | +0.14% | |
| 10 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.97% | +0.33% | — | |
| 11 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.73% | +0.12% | +16.19% | |
| 12 | MODL | Victoryshares Westend US Sec | ETF-Other | 1.70% | -0.18% | +11.78% | |
| 13 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.69% | -0.07% | -0.27% | |
| 14 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.69% | -0.11% | +11.71% | |
| 15 | V | Visa Inc-class A Shares | Stock-Financials | 1.64% | +0.03% | — | |
| 16 | LIN | Linde plc | Stock-Materials | 1.52% | -0.06% | -0.12% | |
| 17 | LRCX | Lam Research CORP | Stock-Tech | 1.41% | +1.18% | +0.40% | |
| 18 | MMIT | Nyli Mackay Muni Intrm ETF | ETF-Other | 1.39% | -0.03% | +3.92% | |
| 19 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.35% | -0.18% | — | |
| 20 | ACN | Accenture plc | Stock-Tech | 1.33% | -0.28% | -4.46% | |
| 21 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.33% | +0.09% | -1.47% | |
| 22 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 1.29% | -0.11% | +0.31% | |
| 23 | MSFT | Microsoft CORP | Stock-Tech | 1.23% | -0.05% | -0.18% | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.20% | +0.01% | +1.02% | |
| 25 | ITW | Illinois Tool Works | Stock-Industrials | 1.09% | -0.05% | -2.92% | |
| 26 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.08% | -0.11% | +239.29% | |
| 27 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.03% | -0.18% | +0.75% | |
| 28 | RTX | Rtx CORP | Stock-Industrials | 1.03% | -0.13% | -0.46% | |
| 29 | NEE | Nextera Energy Inc | Stock-Utilities | 0.99% | -0.17% | +0.02% | |
| 30 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.97% | -0.15% | +7.54% | |
| 31 | GWW | Ww Grainger Inc | Stock-Industrials | 0.86% | +0.09% | — | |
| 32 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.83% | -0.05% | +34.06% | |
| 33 | DHR | Danaher CORP | Stock-Healthcare | 0.81% | -0.03% | -8.01% | |
| 34 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.79% | +0.01% | — | |
| 35 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.78% | -0.05% | -9.10% | |
| 36 | SO | Southern Co/the | Stock-Utilities | 0.76% | -0.07% | -0.22% | |
| 37 | MUNI | Pimco Intermediate Municipal | ETF-Other | 0.76% | -0.04% | +5.55% | |
| 38 | FSMD | Fidelity Small-mid Multifact | ETF-Other | 0.75% | +0.07% | +87.43% | |
| 39 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.74% | +0.17% | -0.65% | |
| 40 | PDBC | Invesco Optimum Yield Divers | ETF-Other | 0.73% | -0.21% | +17.54% | |
| 41 | VB | Vanguard Small-cap ETF | ETF-Other | 0.72% | +0.01% | +9.42% | |
| 42 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 0.71% | — | +32.91% | |
| 43 | NFLX | Netflix Inc | Stock-Comm Services | 0.70% | -0.13% | -26.31% | |
| 44 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.67% | -0.14% | -0.34% | |
| 45 | JAVA | Jpmorgan Active Value ETF | ETF-Other | 0.67% | -0.01% | -12.84% | |
| 46 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.66% | +0.02% | — | |
| 47 | AMT | American Tower CORP | Stock-Real Estate | 0.65% | -0.07% | — | |
| 48 | WMT | Walmart Inc | Stock-Consumer Staples | 0.64% | -0.12% | — | |
| 49 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.64% | -0.06% | +0.13% | |
| 50 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 0.63% | -0.04% | — |
According to official SEC Form 13F filings, Kuhn & Co Investment Counsel reported a total U.S. public equity portfolio value of $173.0M across 132 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including FNDF, CGGR, NVDA) accounted for 13.5% of total reported equity market value during Q2 2025.
During Q2 2025, Kuhn & Co Investment Counsel's top holdings by market value included FNDF (3.9%)、CGGR (3.8%)、NVDA (3.5%). The largest single position, FNDF, represented 3.9% of total portfolio value.
In Q2 2025, 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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