Kuhn & CO Investment Counsel Purchases and Sells in Q1 2025

Kuhn & CO Investment Counsel

$119 Billion
Q1 2025

Top Buys

Incresed Positions

42 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FNDF	5.49K + 4.51%	$32.9 - $37.45 $181K - $206K	127K $4.59B
MODL	11.2K + 31.75%	N/A	46.6K $1.81B
JPM	1.48K + 109.37%	$225.19 - $279.95 $334K - $415K	2.84K $696M
FBND	7.46K + 23.55%	$44.41 - $45.98 $331K - $343K	39.1K $1.79B
VTV	1.51K + 7.82%	$167.73 - $179.21 $253K - $270K	20.8K $3.59B
CGDV	6.85K + 11.27%	$34.95 - $37.36 $239K - $256K	67.7K $2.41B

New Holdings

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CGXU	17K New	$24.48 - $26.59 $416K - $452K	17K $416M
AVEM	6.1K New	$57.11 - $62.4 $349K - $381K	6.1K $367M
XLV	1.83K New	$137.61 - $149.68 $252K - $274K	1.83K $268M
AJG	686 New	$275.89 - $345.24 $189K - $237K	686 $237M
DLN	2.73K New	$76.77 - $82.22 $209K - $224K	2.73K $216M
HCA	593 New	$296.7 - $345.55 $176K - $205K	593 $205M

Top Sells

Reduced Positions

12 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NVDA	-3.11K - 8.77%	$106.98 - $149.43 $333K - $465K	32.4K $3.51B
LAM RESEARCH CORP	-1.73K - 8.28%	N/A	19.1K $1.39B
VB	-118 - 3.09%	$217.89 - $252.64 $25.7K - $29.8K	3.7K $819M
JGRO	-614 - 11.32%	N/A	4.81K $355M
XLK	-105 - 4.8%	$206.38 - $242.18 $21.7K - $25.4K	2.08K $430M
BLACKROCK INC	-1 - 0.16%	N/A	617 $584M

Activity Summary All Purchases 49 New Holdings 7 Increased Positions 42 All Sells 12 Reductions 12 Sold out 0 Calls 0 Puts 0

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