Kuhn & CO Investment Counsel Reduced Holdings in Q3 2025

Kuhn & CO Investment Counsel

  • $126 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-9.76K
- 58.35%
$132.9 - $142.03 $1.3M - $1.39M
6.97K $982M
VUG
Vanguard Growth ETF

ETFs
-2.26K
- 22.83%
$433.97 - $484.08 $982K - $1.09M
7.65K $3.67B
MCD
Mcdonalds Corp

Consumer Cyclical
-2.37K
- 48.3%
$291.67 - $316.99 $690K - $750K
2.53K $769M
TSLA
Tesla, Inc.

Consumer Cyclical
-2.24K
- 81.68%
$293.94 - $444.72 $659K - $997K
503 $224M
ACN
Accenture PLC

Technology
-1.01K
- 17.19%
$232.56 - $304.78 $235K - $308K
4.88K $1.2B
MCHP
Microchip Technology Inc

Technology
-6.08K
- 55.31%
$60.95 - $75.26 $371K - $458K
4.92K $316M
META
Meta Platforms, Inc.

Communication Services
-589
- 39.8%
$695.21 - $791.73 $409K - $466K
891 $654M
Linde PLC
-873
- 20.38%
N/A
3.41K $1.62B
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
-15.6K
- 20.15%
$23.69 - $24.32 $368K - $378K
61.6K $1.5B
JPM
Jpmorgan Chase & CO

Financial Services
-1.16K
- 41.45%
$282.78 - $316.06 $328K - $366K
1.64K $516M
AMZN
Amazon Com Inc

Consumer Cyclical
-1.19K
- 9.24%
$211.65 - $238.24 $252K - $284K
11.7K $2.57B
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-9.2K
- 28.16%
$24.11 - $24.94 $222K - $230K
23.5K $585M
AAPL
Apple Inc.

Technology
-4.66K
- 23.62%
$202.38 - $256.87 $943K - $1.2M
15.1K $3.84B
SPY
Spdr S&P 500 ETF Trust

ETFs
-465
- 18.12%
$617.65 - $666.84 $287K - $310K
2.1K $1.4B
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-2.97K
- 18.16%
$50.81 - $51.07 $151K - $152K
13.4K $684M
NFLX
Netflix Inc

Communication Services
-35
- 5.08%
$1147.87 - $1297.18 $40.2K - $45.4K
654 $784M
AMT
American Tower Corp

Real Estate
-17
- 0.44%
$192.32 - $232.35 $3.27K - $3.95K
3.85K $740M
DHR
Danaher Corp

Healthcare
-500
- 9.17%
$181.46 - $212.2 $90.7K - $106K
4.96K $982M
V
Visa Inc.

Financial Services
-32
- 0.52%
$332.09 - $358.86 $10.6K - $11.5K
6.06K $2.07B
CRM
Salesforce, Inc.

Technology
-22
- 0.89%
$231.66 - $273.65 $5.1K - $6.02K
2.45K $579M
LLY
Eli Lilly & CO

Healthcare
-45
- 1.35%
$625.65 - $812.69 $28.2K - $36.6K
3.3K $2.52B
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
-1.62K
- 11.2%
$50.09 - $50.73 $81.3K - $82.4K
12.9K $651M
PEP
Pepsico Inc

Consumer Defensive
-940
- 13.93%
$133.81 - $152.16 $126K - $143K
5.81K $816M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
-1.77K
- 13.03%
$64.75 - $69.05 $114K - $122K
11.8K $813M
PG
Procter & Gamble CO

Consumer Defensive
-240
- 3.72%
$150.47 - $161.22 $36.1K - $38.7K
6.2K $953M
CSCO
Cisco Systems, Inc.

Technology
-950
- 13.25%
$66.2 - $71.79 $62.9K - $68.2K
6.22K $426M
PSX
Phillips 66

Energy
-1.12K
- 22.8%
$118.37 - $139.46 $132K - $156K
3.79K $515M
HON
Honeywell International Inc

Industrials
-33
- 1.24%
$207.7 - $240.4 $6.85K - $7.93K
2.63K $553M
MKC
Mccormick & CO Inc

Consumer Defensive
-9
- 0.13%
$64.3 - $77.17 $579 - $695
7K $468M
INTU
Intuit Inc

Technology
-4
- 0.77%
$646.03 - $807.39 $2.58K - $3.23K
516 $352M
PGR
Progressive Corp

Financial Services
-13
- 0.49%
$238.61 - $264.3 $3.1K - $3.44K
2.67K $658M
PM
Philip Morris International Inc.

Consumer Defensive
-31
- 1.45%
$157.77 - $183.27 $4.89K - $5.68K
2.1K $341M
SYK
Stryker Corp

Healthcare
-14
- 0.96%
$368.57 - $403.53 $5.16K - $5.65K
1.44K $532M
CVX
Chevron Corp

Energy
-433
- 19.52%
$145.57 - $161.83 $63K - $70.1K
1.79K $277M
SBUX
Starbucks Corp

Consumer Cyclical
-18
- 0.43%
$81.9 - $96.86 $1.47K - $1.74K
4.15K $351M
IBM
International Business Machines Corp

Technology
-16
- 0.8%
$234.77 - $292.47 $3.76K - $4.68K
1.98K $558M
KO
Coca Cola CO

Consumer Defensive
-52
- 1.08%
$65.67 - $71.67 $3.41K - $3.73K
4.78K $317M
WM
Waste Management Inc

Industrials
-16
- 0.6%
$213.88 - $237.1 $3.42K - $3.79K
2.63K $581M
CEG
Constellation Energy Corp

Utilities
-103
- 6.72%
$298.82 - $354.89 $30.8K - $36.6K
1.43K $471M
ITW
Illinois Tool Works Inc

Industrials
-390
- 6.71%
$252.31 - $269.41 $98.4K - $105K
5.42K $1.41B
AJG
Arthur J. Gallagher & Co.

Financial Services
-8
- 1.17%
$284.17 - $319.49 $2.27K - $2.56K
678 $210M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-34
- 7.59%
$459.11 - $506.91 $15.6K - $17.2K
414 $208M
ABT
Abbott Laboratories

Healthcare
-28
- 1.41%
$120.51 - $136.62 $3.37K - $3.83K
1.96K $262M
ADI
Analog Devices Inc

Technology
-20
- 2.37%
$220.68 - $255.63 $4.41K - $5.11K
823 $202M
TMUS
T Mobile Us, Inc.

Communication Services
-3
- 0.12%
$226.02 - $259.01 $678 - $777
2.58K $618M
AMGN
Amgen Inc

Healthcare
-18
- 0.65%
$271.18 - $309.22 $4.88K - $5.57K
2.75K $776M
ECL
Ecolab Inc.

Basic Materials
-2
- 0.11%
$259.39 - $285.47 $519 - $571
1.75K $479M
BA
Boeing CO

Industrials
-4
- 0.24%
$209.79 - $237.38 $839 - $950
1.65K $356M
PFE
Pfizer Inc

Healthcare
-330
- 2.23%
$23.29 - $25.88 $7.69K - $8.54K
14.5K $369M
Activity Summary
Buys All Purchases 25 New Holdings 5 Increased Positions 20 Sells All Sells 73 Reductions 73 Sold out 0 Options Calls 0 Puts 0
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