Kuhn & CO Investment Counsel Portfolio Holdings

Kuhn & CO Investment Counsel

  • $132 Billion
  • Q2 2025

Kuhn & CO Investment Counsel has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $132 Billion distributed in 132 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Fundamental Intl Large with a value of $5.14B, Capital Group Growth ETF Shs C with a value of $4.99B, Nvidia Corp with a value of $4.65B, Vanguard Growth ETF with a value of $4.34B, and Vanguard Value ETF with a value of $4.31B.

Examining the 13F form we can see an increase of $13.7B in the current position value, from $119B to 132B.

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 $132 Billion
ETFs: $54.4 Billion
Technology: $16.8 Billion
Financial Services: $11.6 Billion
Healthcare: $8.41 Billion
Industrials: $8.18 Billion
Consumer Cyclical: $6.02 Billion
Utilities: $5.17 Billion
Consumer Defensive: $4.58 Billion
Other: $8.5 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$5.14 Billion 3.89% of portfolio
128,459
Q2 2025 Added 1.06%
$0
$4.99 Billion 3.77% of portfolio
122,740
Q2 2025 Added 11.49%
$462B
$4.65 Billion 3.52% of portfolio
29,450
Q2 2025 Reduced 8.99%
$0
$4.34 Billion 3.28% of portfolio
9,907
Q2 2025 Added 8.64%
$0
$4.31 Billion 3.26% of portfolio
24,409
Q2 2025 Added 17.29%
$4.13T
$4.05 Billion 3.06% of portfolio
19,729
Q2 2025 Added 0.43%
$306B
$3.6 Billion 2.72% of portfolio
44,942
Q2 2025 Reduced 0.14%
$0
$3.05 Billion 2.31% of portfolio
77,242
Q2 2025 Added 14.13%
$2.25T
$2.83 Billion 2.14% of portfolio
12,902
Q2 2025 Added 0.14%
$803B
$2.61 Billion 1.97% of portfolio
3,345
Q1 2025 Reduced 6.46%
$0
$2.29 Billion 1.73% of portfolio
24,046
Q2 2025 Added 16.19%
-
$2.24 Billion 1.7% of portfolio
-
Q2 2025 Added 11.78%
$0
$2.23 Billion 1.69% of portfolio
16,732
Q2 2025 Reduced 0.27%
$0
$2.23 Billion 1.69% of portfolio
45,487
Q2 2025 Added 11.71%
$571B
$2.16 Billion 1.64% of portfolio
6,096
Q1 2025 Reduced 7.92%
Linde PLC
-
$2.01 Billion 1.52% of portfolio
-
Q2 2025 Reduced 0.12%
$0
$1.84 Billion 1.39% of portfolio
77,193
Q2 2025 Added 3.92%
$0
$1.79 Billion 1.35% of portfolio
39,125
Q1 2025 Added 23.55%
$272B
$1.76 Billion 1.33% of portfolio
2,484
Q2 2025 Reduced 1.47%
$156B
$1.76 Billion 1.33% of portfolio
5,888
Q2 2025 Reduced 4.46%
$0
$1.7 Billion 1.29% of portfolio
21,233
Q2 2025 Added 0.31%
$3.94T
$1.63 Billion 1.23% of portfolio
3,280
Q2 2025 Reduced 0.18%
$0
$1.59 Billion 1.2% of portfolio
2,566
Q2 2025 Added 1.02%
$79.5B
$1.44 Billion 1.09% of portfolio
5,810
Q2 2025 Reduced 2.92%
$218B
$1.43 Billion 1.08% of portfolio
4,896
Q2 2025 Added 239.29%
$248B
$1.36 Billion 1.03% of portfolio
9,310
Q2 2025 Reduced 0.46%
$0
$1.36 Billion 1.03% of portfolio
17,117
Q2 2025 Added 0.75%
$161B
$1.31 Billion 0.99% of portfolio
18,912
Q2 2025 Added 0.02%
$0
$1.29 Billion 0.97% of portfolio
21,934
Q2 2025 Added 7.54%
$48.5B
$1.14 Billion 0.86% of portfolio
1,098
Q1 2024 Reduced 8.35%
$1.6T
$1.09 Billion 0.83% of portfolio
1,480
Q2 2025 Added 34.06%
$154B
$1.08 Billion 0.81% of portfolio
5,455
Q2 2025 Reduced 8.01%
$0
$1.05 Billion 0.79% of portfolio
3,754
Q4 2024 Added 0.43%
$356B
$1.03 Billion 0.78% of portfolio
6,444
Q2 2025 Reduced 9.1%
$0
$1 Billion 0.76% of portfolio
19,500
Q2 2025 Added 5.55%
$104B
$1.01 Billion 0.76% of portfolio
10,975
Q2 2025 Reduced 0.22%
$0
$994 Million 0.75% of portfolio
23,974
Q2 2025 Added 87.43%
$1.47T
$976 Million 0.74% of portfolio
5,536
Q2 2025 Reduced 0.65%
$0
$963 Million 0.73% of portfolio
73,824
Q2 2025 Added 17.54%
$0
$958 Million 0.72% of portfolio
4,043
Q2 2025 Added 9.42%
$0
$936 Million 0.71% of portfolio
38,161
Q2 2025 Added 32.9%
$518B
$923 Million 0.7% of portfolio
689
Q2 2025 Reduced 26.31%
$0
$888 Million 0.67% of portfolio
13,562
Q2 2025 Reduced 12.84%
$192B
$891 Million 0.67% of portfolio
6,748
Q2 2025 Reduced 0.34%
$1.43T
$872 Million 0.66% of portfolio
2,745
Q1 2025 Added 0.7%
$86.4B
$855 Million 0.65% of portfolio
3,867
Q1 2024 Reduced 3.73%
$279B
$844 Million 0.64% of portfolio
8,634
Q1 2024 Added 200.0%
$492B
$843 Million 0.64% of portfolio
5,517
Q2 2025 Added 0.13%
$0
$836 Million 0.63% of portfolio
17,770
Q1 2025 Added 0.07%

Summary

  • Portfolio
  • No. of Stocks 132
  • Current Value $132 Billion
  • Prior Value $119 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 8 stocks
  • Additional Purchases 46 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 31 stocks
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