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CIK: 0002011958
Total reported value
$173.0M
$173.0M
126 檔
14.3%
During the Q3 2025 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 126 reported positions.
Kuhn & Co Investment Counsel executed strategic sector rebalancing during Q3 2025, establishing 7 new positions while fully exiting 10 holdings and trimming 17 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 4.36% | -0.15% | -0.24% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 4.32% | -0.14% | -0.66% | |
| 3 | CGGR | Cap Group Growth Equity | ETF-Other | 4.00% | +0.07% | -6.18% | |
| 4 | VTV | Vanguard Value ETF | ETF-Other | 3.85% | +0.09% | +6.94% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 3.04% | +0.11% | -23.62% | |
| 6 | VUG | Vanguard Growth ETF | ETF-Other | 2.90% | +0.25% | -22.83% | |
| 7 | CGDV | Cap Group Dividend Value | ETF-Other | 2.53% | +0.08% | -1.68% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.03% | +0.10% | -9.24% | |
| 9 | LRCX | Lam Research CORP | Stock-Tech | 2.03% | +1.18% | -0.31% | |
| 10 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.00% | +0.12% | +0.77% | |
| 11 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.99% | +0.33% | -1.35% | |
| 12 | MODL | Victoryshares Westend US Sec | ETF-Other | 1.88% | -0.18% | -1.12% | |
| 13 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.72% | -0.18% | +58.77% | |
| 14 | V | Visa Inc-class A Shares | Stock-Financials | 1.64% | +0.03% | -0.52% | |
| 15 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.56% | -0.18% | +8.68% | |
| 16 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.55% | -0.11% | -13.77% | |
| 17 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 1.55% | -0.15% | +51.65% | |
| 18 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.51% | +0.09% | -3.38% | |
| 19 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 1.39% | -0.11% | -2.38% | |
| 20 | MSFT | Microsoft CORP | Stock-Tech | 1.34% | -0.05% | -0.24% | |
| 21 | BIV | Vanguard Intermediate-term B | ETF-Other | 1.30% | -0.05% | +291.22% | |
| 22 | LIN | Linde plc | Stock-Materials | 1.28% | -0.06% | -20.38% | |
| 23 | MMIT | Nyli Mackay Muni Intrm ETF | ETF-Other | 1.19% | -0.03% | -20.15% | |
| 24 | RTX | Rtx CORP | Stock-Industrials | 1.14% | -0.13% | -7.55% | |
| 25 | NEE | Nextera Energy Inc | Stock-Utilities | 1.13% | -0.17% | -0.11% | |
| 26 | ITW | Illinois Tool Works | Stock-Industrials | 1.12% | -0.05% | -6.71% | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.11% | +0.01% | -18.12% | |
| 28 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.07% | +0.17% | +0.61% | |
| 29 | ACN | Accenture plc | Stock-Tech | 0.95% | -0.28% | -17.19% | |
| 30 | FSMD | Fidelity Small-mid Multifact | ETF-Other | 0.93% | +0.07% | +11.78% | |
| 31 | MUNI | Pimco Intermediate Municipal | ETF-Other | 0.92% | -0.04% | +14.13% | |
| 32 | PDBC | Invesco Optimum Yield Divers | ETF-Other | 0.83% | -0.21% | +5.98% | |
| 33 | GWW | Ww Grainger Inc | Stock-Industrials | 0.83% | +0.09% | — | |
| 34 | VB | Vanguard Small-cap ETF | ETF-Other | 0.82% | +0.01% | +0.92% | |
| 35 | SO | Southern Co/the | Stock-Utilities | 0.82% | -0.07% | -0.33% | |
| 36 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.81% | -0.02% | -1.79% | |
| 37 | CGXU | Cap Group Intl Focus | ETF-Other | 0.80% | +0.06% | +13.08% | |
| 38 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 0.79% | — | — | |
| 39 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.78% | -0.06% | -3.72% | |
| 40 | DHR | Danaher CORP | Stock-Healthcare | 0.78% | -0.03% | -9.17% | |
| 41 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.78% | -0.07% | -58.35% | |
| 42 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.75% | -0.05% | -3.72% | |
| 43 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 0.73% | -0.04% | +8.78% | |
| 44 | WMT | Walmart Inc | Stock-Consumer Staples | 0.70% | -0.12% | -1.11% | |
| 45 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.65% | -0.05% | +2.80% | |
| 46 | NAD | Nuveen Quality Municipal Inc | Stock-Other | 0.65% | +0.07% | +22.20% | |
| 47 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.65% | -0.14% | -13.93% | |
| 48 | JAVA | Jpmorgan Active Value ETF | ETF-Other | 0.64% | -0.01% | -13.03% | |
| 49 | NFLX | Netflix Inc | Stock-Comm Services | 0.62% | -0.13% | -5.08% | |
| 50 | AMGN | Amgen Inc | Stock-Healthcare | 0.61% | -0.05% | -0.65% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.4% | -0.66% | Trim |
| 2 | LRCX | Lam Research CORP | +0.9% | -0.31% | Add |
| 3 | CGGR | Cap Group Growth Equity | +0.8% | -6.18% | Add |
| 4 | VTV | Vanguard Value ETF | +0.8% | +6.94% | Add |
| 5 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.6% | +0.77% | Add |
| 6 | VCSH | Vanguard S/t CORP Bond ETF | +0.6% | +58.77% | Add |
| 7 | VGSH | Vanguard Short-term Treasury | +0.5% | +51.65% | Add |
| 8 | FSMD | Fidelity Small-mid Multifact | +0.5% | +11.78% | Add |
| 9 | CGDV | Cap Group Dividend Value | +0.5% | -1.68% | Add |
| 10 | FNDF | Schwab Fndmn Intl Lrg Co ETF | +0.5% | -0.24% | Add |
| 11 | CGXU | Cap Group Intl Focus | +0.5% | +13.08% | Add |
| 12 | MODL | Victoryshares Westend US Sec | +0.4% | -1.12% | Add |
| 13 | GS | Goldman Sachs Group Inc | +0.4% | -3.38% | Trim |
| 14 | GOOGL | Alphabet Inc-cl A | +0.3% | +0.61% | Trim |
| 15 | AMRC | Ameresco Inc-cl A | +0.3% | -15.59% | Trim |
| 16 | MSFT | Microsoft CORP | +0.3% | -0.24% | Trim |
| 17 | GOOG | Alphabet Inc-cl C | +0.2% | -1.79% | Trim |
| 18 | MCD | Mcdonald's CORP | +0.2% | -48.30% | Add |
| 19 | FNDX | Schwab Fndmntl US Lrg Co ETF | +0.2% | — | Add |
| 20 | AVEM | Avantis Emerging Markets Eq | +0.2% | +6.95% | Add |
| 21 | NAD | Nuveen Quality Municipal Inc | +0.2% | +22.20% | Add |
| 22 | VB | Vanguard Small-cap ETF | +0.1% | +0.92% | Add |
| 23 | VUG | Vanguard Growth ETF | +0.1% | -22.83% | Trim |
| 24 | MCHP | Microchip Technology Inc | -0.2% | -55.31% | Trim |
| 25 | DHR | Danaher CORP | -0.2% | -9.17% | Trim |
| 26 | PG | Procter & Gamble Co/the | -0.3% | -3.72% | Trim |
| 27 | MMIT | Nyli Mackay Muni Intrm ETF | -0.3% | -20.15% | Trim |
| 28 | LLY | Eli Lilly & Co | -0.3% | -1.35% | Trim |
| 29 | LIN | Linde plc | -0.4% | -20.38% | Trim |
| 30 | TSLA | Tesla Inc | -0.4% | -81.68% | Trim |
| 31 | AAPL | Apple Inc | -0.6% | -23.62% | Trim |
| 32 | ACN | Accenture plc | -0.7% | -17.19% | Trim |
| 33 | VYM | Vanguard High Dvd Yield ETF | -1% | -58.35% | Trim |
| 34 | WFC | Wells Fargo & Co | — | EXIT | Sold out |
| 35 | BIV | Vanguard Intermediate-term B | — | NEW | New buy |
| 36 | VO | Vanguard Mid-cap ETF | — | EXIT | Sold out |
| 37 | XOM | Exxon Mobil CORP | — | EXIT | Sold out |
| 38 | AVGO | Broadcom Inc | — | NEW | New buy |
| 39 | XLK | Ss Technology Select Sector | — | EXIT | Sold out |
| 40 | COP | Conocophillips | — | EXIT | Sold out |
| 41 | CLX | Clorox Company | — | EXIT | Sold out |
| 42 | VTWG | Vanguard Russell 2000 Growth | — | EXIT | Sold out |
| 43 | XLV | Ss Health Care Select Sector | — | EXIT | Sold out |
| 44 | KMI | Kinder Morgan, Inc. | — | NEW | New buy |
| 45 | UNH | Unitedhealth Group Inc | — | EXIT | Sold out |
| 46 | J | Jacobs Solutions Inc | — | NEW | New buy |
| 47 | LMT | Lockheed Martin CORP | — | EXIT | Sold out |
| 48 | WCBR | Wisdomtree Cybersecurity Fnd | — | NEW | New buy |
| 49 | ANET | Arista Networks Inc | — | NEW | New buy |
| 50 | ADSK | Autodesk Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Kuhn & Co Investment Counsel reported a total U.S. public equity portfolio value of $173.0M across 126 disclosed positions in Q3 2025.
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 FNDF, NVDA, CGGR) accounted for 14.3% of total reported equity market value during Q3 2025.
Top New Position Initiated
BIV
市值: $1.6M
Top Position Liquidated / Trimmed
WFC
前期市值: $3.2M
During Q3 2025, Kuhn & Co Investment Counsel's top holdings by market value included FNDF (4.4%)、NVDA (4.3%)、CGGR (4.0%). The largest single position, FNDF, represented 4.4% of total portfolio value.
In Q3 2025, Kuhn & Co Investment Counsel made 50 total portfolio adjustments, initiating 7 new buys, adding to 16 positions, trimming 17 holdings, and fully liquidating 10 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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