Kuhn & CO Investment Counsel Portfolio Holdings

Kuhn & CO Investment Counsel

  • $126 Billion
  • Q3 2025

Kuhn & CO Investment Counsel has filed its 13F form on October 28, 2025 for Q3 2025 where it was disclosed a total value porftolio of $126 Billion distributed in 126 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Fundamental Intl Large with a value of $5.51B, Nvidia Corp with a value of $5.46B, Capital Group Growth ETF Shs C with a value of $5.06B, Vanguard Value ETF with a value of $4.87B, and Apple Inc. with a value of $3.84B.

Examining the 13F form we can see an decrease of $5.93B in the current position value, from $132B to 126B.

Kuhn & CO Investment Counsel is based out at Chicago, IL

Below you can find more details about Kuhn & CO Investment Counsel portfolio as well as his latest detailed transactions.

Portfolio value $126 Billion
ETFs: $54 Billion
Technology: $16.8 Billion
Industrials: $8.39 Billion
Healthcare: $8.27 Billion
Financial Services: $7.68 Billion
Utilities: $5.4 Billion
Consumer Cyclical: $4.47 Billion
Communication Services: $4.44 Billion
Other: $7.26 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$5.51 Billion 4.36% of portfolio
128,149
Q3 2025 Reduced 0.24%
$465B
$5.46 Billion 4.32% of portfolio
29,257
Q3 2025 Reduced 0.66%
$0
$5.06 Billion 4.0% of portfolio
115,152
Q3 2025 Reduced 6.18%
$0
$4.87 Billion 3.85% of portfolio
26,104
Q3 2025 Added 6.94%
$4.3T
$3.84 Billion 3.04% of portfolio
15,069
Q3 2025 Reduced 23.62%
$0
$3.67 Billion 2.9% of portfolio
7,645
Q3 2025 Reduced 22.83%
$0
$3.19 Billion 2.53% of portfolio
75,947
Q3 2025 Reduced 1.68%
$2.39T
$2.57 Billion 2.03% of portfolio
11,710
Q3 2025 Reduced 9.24%
Lam Research Corp
-
$2.56 Billion 2.03% of portfolio
-
Q3 2025 Reduced 0.31%
$0
$2.53 Billion 2.0% of portfolio
24,230
Q3 2025 Added 0.77%
$971B
$2.52 Billion 1.99% of portfolio
3,300
Q3 2025 Reduced 1.35%
-
$2.38 Billion 1.88% of portfolio
-
Q3 2025 Reduced 1.12%
$0
$2.17 Billion 1.72% of portfolio
27,177
Q3 2025 Added 58.77%
$533B
$2.07 Billion 1.64% of portfolio
6,064
Q3 2025 Reduced 0.52%
$0
$1.97 Billion 1.56% of portfolio
42,520
Q3 2025 Added 8.68%
$0
$1.96 Billion 1.55% of portfolio
39,225
Q3 2025 Reduced 13.77%
$265B
$1.91 Billion 1.51% of portfolio
2,400
Q3 2025 Reduced 3.38%
$0
$1.76 Billion 1.39% of portfolio
20,727
Q3 2025 Reduced 2.38%
$3.78T
$1.69 Billion 1.34% of portfolio
3,272
Q3 2025 Reduced 0.24%
$0
$1.64 Billion 1.3% of portfolio
20,981
Q3 2025 Added 291.22%
Linde PLC
-
$1.62 Billion 1.28% of portfolio
-
Q3 2025 Reduced 20.38%
$0
$1.5 Billion 1.19% of portfolio
61,638
Q3 2025 Reduced 20.15%
$258B
$1.44 Billion 1.14% of portfolio
8,607
Q3 2025 Reduced 7.55%
$168B
$1.43 Billion 1.13% of portfolio
18,891
Q3 2025 Reduced 0.11%
$74.9B
$1.41 Billion 1.12% of portfolio
5,420
Q3 2025 Reduced 6.71%
$0
$1.4 Billion 1.11% of portfolio
2,101
Q3 2025 Reduced 18.12%
$1.65T
$1.35 Billion 1.07% of portfolio
5,570
Q3 2025 Added 0.61%
$152B
$1.2 Billion 0.95% of portfolio
4,876
Q3 2025 Reduced 17.19%
$0
$1.18 Billion 0.93% of portfolio
26,798
Q3 2025 Added 11.78%
$0
$1.16 Billion 0.92% of portfolio
22,255
Q3 2025 Added 14.13%
$46.8B
$1.05 Billion 0.83% of portfolio
1,098
Q1 2024 Reduced 8.35%
$0
$1.05 Billion 0.83% of portfolio
78,241
Q3 2025 Added 5.98%
$98.6B
$1.04 Billion 0.82% of portfolio
10,939
Q3 2025 Reduced 0.33%
$0
$1.04 Billion 0.82% of portfolio
4,080
Q3 2025 Added 0.92%
$1.74T
$1.03 Billion 0.81% of portfolio
4,226
Q3 2025 Reduced 1.79%
$0
$1.01 Billion 0.8% of portfolio
33,947
Q3 2025 Added 13.08%
$0
$1 Billion 0.79% of portfolio
38,161
Q2 2025 Added 32.9%
$0
$982 Million 0.78% of portfolio
6,969
Q3 2025 Reduced 58.35%
$160B
$982 Million 0.78% of portfolio
4,955
Q3 2025 Reduced 9.17%
$522B
$985 Million 0.78% of portfolio
5,312
Q3 2025 Reduced 3.72%
$346B
$953 Million 0.75% of portfolio
6,204
Q3 2025 Reduced 3.72%
$0
$919 Million 0.73% of portfolio
19,330
Q3 2025 Added 8.78%
$279B
$880 Million 0.7% of portfolio
8,538
Q3 2025 Reduced 1.11%
$0
$819 Million 0.65% of portfolio
33,580
Q3 2025 Added 2.8%
$204B
$816 Million 0.65% of portfolio
5,808
Q3 2025 Reduced 13.93%
$0
$817 Million 0.65% of portfolio
69,911
Q3 2025 Added 22.2%
$0
$813 Million 0.64% of portfolio
11,795
Q3 2025 Reduced 13.03%
$49.1B
$784 Million 0.62% of portfolio
654
Q3 2025 Reduced 5.08%
$183B
$776 Million 0.61% of portfolio
2,750
Q3 2025 Reduced 0.65%

Summary

  • Portfolio
  • No. of Stocks 126
  • Current Value $126 Billion
  • Prior Value $132 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 28, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 5 stocks
  • Additional Purchases 20 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 73 stocks
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