Kuhn & CO Investment Counsel Portfolio Holdings

Kuhn & CO Investment Counsel

  • $119 Billion
  • Q1 2025

Kuhn & CO Investment Counsel has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $119 Billion distributed in 127 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Fundamental Intl Large with a value of $4.59B, Apple Inc. with a value of $4.36B, Capital Group Growth ETF Shs C with a value of $3.77B, Vanguard Value ETF with a value of $3.59B, and Nvidia Corp with a value of $3.51B.

Examining the 13F form we can see an increase of $1.03B in the current position value, from $118B to 119B.

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 $119 Billion
ETFs: $46.2 Billion
Technology: $14.9 Billion
Financial Services: $10.3 Billion
Healthcare: $9.27 Billion
Industrials: $8.01 Billion
Utilities: $5.16 Billion
Consumer Defensive: $5.15 Billion
Consumer Cyclical: $4.53 Billion
Other: $7.58 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.39T
$4.36 Billion 3.68% of portfolio
19,645
Q1 2025 Added 1.03%
$337B
$3.51 Billion 2.96% of portfolio
32,359
Q1 2025 Reduced 8.77%
$289B
$3.23 Billion 2.72% of portfolio
45,003
Q1 2025 Added 0.14%
$720B
$2.76 Billion 2.33% of portfolio
3,345
Q1 2025 Reduced 6.46%
$2.09T
$2.45 Billion 2.07% of portfolio
12,884
Q4 2024 Added 0.55%
$597B
$2.14 Billion 1.8% of portfolio
6,096
Q1 2025 Reduced 7.92%
$200B
$1.92 Billion 1.62% of portfolio
6,163
Q4 2024 Reduced 0.68%
-
$1.81 Billion 1.52% of portfolio
-
Q1 2025 Added 31.75%
$77.2B
$1.48 Billion 1.25% of portfolio
5,985
Q4 2024 Reduced 8.28%
$211B
$1.38 Billion 1.16% of portfolio
2,521
Q4 2024 Added 4.78%
$147B
$1.34 Billion 1.13% of portfolio
18,908
Q3 2024 Reduced 3.45%
$199B
$1.24 Billion 1.04% of portfolio
9,353
Q4 2024 Reduced 6.91%
$3.39T
$1.23 Billion 1.04% of portfolio
3,286
Q4 2024 Added 0.77%
$143B
$1.22 Billion 1.02% of portfolio
5,930
Q3 2024 Reduced 0.4%
$387B
$1.21 Billion 1.02% of portfolio
7,089
Q4 2024 Added 2.01%
$55.7B
$1.08 Billion 0.91% of portfolio
1,098
Q1 2024 Reduced 8.35%
$96.6B
$1.01 Billion 0.85% of portfolio
10,999
Q4 2024 Added 0.55%
$396B
$914 Million 0.77% of portfolio
5,510
Q4 2024 Reduced 1.89%
$530B
$872 Million 0.74% of portfolio
935
Q3 2024 Added 0.86%
$993B
$862 Million 0.73% of portfolio
5,572
Q1 2025 Added 0.43%
$56.2B
$861 Million 0.73% of portfolio
5,578
Q2 2024 Reduced 0.45%
$146B
$862 Million 0.73% of portfolio
2,768
Q4 2023 New
$99.3B
$841 Million 0.71% of portfolio
3,867
Q1 2024 Reduced 3.73%
$10.4B
$819 Million 0.69% of portfolio
8,596
Q3 2024 Reduced 1.72%
$167B
$755 Million 0.64% of portfolio
2,666
Q4 2023 New
$267B
$758 Million 0.64% of portfolio
8,634
Q1 2024 Added 200.0%
$52.9B
$718 Million 0.61% of portfolio
6,568
Q3 2024 Reduced 2.23%
$1.11T
$711 Million 0.6% of portfolio
2,745
Q1 2025 Added 0.7%
$785B
$696 Million 0.59% of portfolio
2,837
Q1 2025 Added 109.37%
$451B
$683 Million 0.58% of portfolio
5,744
Q1 2025 Added 0.54%
$194B
$692 Million 0.58% of portfolio
1,803
Q1 2025 Added 0.17%
$89.5B
$692 Million 0.58% of portfolio
5,676
Q3 2024 Reduced 2.02%
$302B
$690 Million 0.58% of portfolio
2,586
Q1 2024 Added 0.12%
$1.02T
$672 Million 0.57% of portfolio
4,303
Q4 2023 New
$291B
$662 Million 0.56% of portfolio
2,467
Q2 2024 Reduced 0.56%
$1.44T
$636 Million 0.54% of portfolio
1,104
Q1 2025 Added 0.18%
$10.4B
$626 Million 0.53% of portfolio
5,500
Q4 2023 New
$94.4B
$613 Million 0.52% of portfolio
2,646
Q2 2024 Reduced 1.67%
$64.5B
$612 Million 0.52% of portfolio
7,625
Q4 2023 New
$18.9B
$577 Million 0.49% of portfolio
7,009
Q2 2024 Reduced 0.01%
$0
$580 Million 0.49% of portfolio
50,324
Q1 2025 Added 17.17%
$150B
$566 Million 0.48% of portfolio
2,675
Q4 2024 Added 1.52%
$149B
$541 Million 0.46% of portfolio
1,454
Q2 2024 Reduced 0.68%
$33.8B
$533 Million 0.45% of portfolio
11,000
Q4 2024 Reduced 0.34%
$17.6B
$516 Million 0.43% of portfolio
1,531
Q4 2024 Reduced 26.07%
$239B
$499 Million 0.42% of portfolio
2,007
Q4 2024 New
$60.5B
$490 Million 0.41% of portfolio
3,968
Q4 2023 New
$21.5B
$484 Million 0.41% of portfolio
1,312
Q4 2023 New
$234B
$451 Million 0.38% of portfolio
1,443
Q4 2024 Reduced 13.23%

Summary

  • Portfolio
  • No. of Stocks 127
  • Current Value $119 Billion
  • Prior Value $118 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 7 stocks
  • Additional Purchases 42 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 12 stocks
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