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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$456B
$4.65 Billion 3.52% of portfolio
29,450
Q2 2025 Reduced 8.99%
$3.69T
$4.05 Billion 3.06% of portfolio
19,729
Q2 2025 Added 0.43%
$302B
$3.6 Billion 2.72% of portfolio
44,942
Q2 2025 Reduced 0.14%
$2.26T
$2.83 Billion 2.14% of portfolio
12,902
Q2 2025 Added 0.14%
$608B
$2.61 Billion 1.97% of portfolio
3,345
Q1 2025 Reduced 6.46%
-
$2.24 Billion 1.7% of portfolio
-
Q2 2025 Added 11.78%
$551B
$2.16 Billion 1.64% of portfolio
6,096
Q1 2025 Reduced 7.92%
$254B
$1.76 Billion 1.33% of portfolio
2,484
Q2 2025 Reduced 1.47%
$150B
$1.76 Billion 1.33% of portfolio
5,888
Q2 2025 Reduced 4.46%
$3.95T
$1.63 Billion 1.23% of portfolio
3,280
Q2 2025 Reduced 0.18%
$80B
$1.44 Billion 1.09% of portfolio
5,810
Q2 2025 Reduced 2.92%
$222B
$1.43 Billion 1.08% of portfolio
4,896
Q2 2025 Added 239.29%
$229B
$1.36 Billion 1.03% of portfolio
9,310
Q2 2025 Reduced 0.46%
$141B
$1.31 Billion 0.99% of portfolio
18,912
Q2 2025 Added 0.02%
$48.5B
$1.14 Billion 0.86% of portfolio
1,098
Q1 2024 Reduced 8.35%
$1.78T
$1.09 Billion 0.83% of portfolio
1,480
Q2 2025 Added 34.06%
$368B
$1.03 Billion 0.78% of portfolio
6,444
Q2 2025 Reduced 9.1%
$102B
$1.01 Billion 0.76% of portfolio
10,975
Q2 2025 Reduced 0.22%
$1.21T
$976 Million 0.74% of portfolio
5,536
Q2 2025 Reduced 0.65%
$545B
$923 Million 0.7% of portfolio
689
Q2 2025 Reduced 26.31%
$202B
$891 Million 0.67% of portfolio
6,748
Q2 2025 Reduced 0.34%
$1.08T
$872 Million 0.66% of portfolio
2,745
Q1 2025 Added 0.7%
$95.3B
$855 Million 0.65% of portfolio
3,867
Q1 2024 Reduced 3.73%
$281B
$844 Million 0.64% of portfolio
8,634
Q1 2024 Added 200.0%
$452B
$843 Million 0.64% of portfolio
5,517
Q2 2025 Added 0.13%
$48.7B
$811 Million 0.61% of portfolio
5,578
Q2 2024 Reduced 0.45%
$859B
$811 Million 0.61% of portfolio
2,796
Q2 2025 Reduced 1.45%
$35.6B
$774 Million 0.59% of portfolio
11,000
Q4 2024 Reduced 0.34%
$152B
$773 Million 0.58% of portfolio
2,768
Q4 2023 New
$10.5B
$769 Million 0.58% of portfolio
8,596
Q3 2024 Reduced 1.72%
$1.24T
$763 Million 0.58% of portfolio
4,303
Q4 2023 New
$142B
$715 Million 0.54% of portfolio
2,679
Q2 2025 Added 0.49%
$157B
$696 Million 0.53% of portfolio
1,800
Q2 2025 Reduced 0.17%
$57.5B
$681 Million 0.52% of portfolio
6,568
Q3 2024 Reduced 2.23%
$232B
$673 Million 0.51% of portfolio
2,467
Q2 2024 Reduced 0.56%
$95.8B
$670 Million 0.51% of portfolio
5,676
Q3 2024 Reduced 2.02%
$10.2B
$667 Million 0.5% of portfolio
5,500
Q4 2023 New
$0
$646 Million 0.49% of portfolio
57,212
Q2 2025 Added 13.69%
$442B
$623 Million 0.47% of portfolio
5,776
Q2 2025 Added 0.56%
$314B
$616 Million 0.47% of portfolio
2,586
Q1 2024 Added 0.12%
$146B
$619 Million 0.47% of portfolio
2,658
Q2 2025 Reduced 0.64%
$95.6B
$605 Million 0.46% of portfolio
2,646
Q2 2024 Reduced 1.67%
$61.1B
$613 Million 0.46% of portfolio
7,625
Q4 2023 New
$57.7B
$585 Million 0.44% of portfolio
4,903
Q2 2025 Added 23.56%
$210B
$587 Million 0.44% of portfolio
1,992
Q2 2025 Reduced 0.75%
$142B
$575 Million 0.43% of portfolio
1,454
Q2 2024 Reduced 0.68%
$17.3B
$531 Million 0.4% of portfolio
7,009
Q2 2024 Reduced 0.01%
$293B
$497 Million 0.38% of portfolio
7,170
Q4 2024 Reduced 38.72%
$111B
$495 Million 0.37% of portfolio
1,533
Q4 2024 Added 6.98%

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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