Kuhn & CO Investment Counsel Portfolio Holdings

Kuhn & CO Investment Counsel

  • $118 Billion
  • Q4 2024

Kuhn & CO Investment Counsel has filed its 13F form on January 30, 2025 for Q4 2024 where it was disclosed a total value porftolio of $118 Billion distributed in 128 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $4.87B, Nvidia Corp with a value of $4.76B, Schwab Fundamental Intl Large with a value of $4.04B, Capital Group Growth ETF Shs C with a value of $3.89B, and Vanguard Growth ETF with a value of $3.71B.

Examining the 13F form we can see an increase of $397M in the current position value, from $117B to 118B.

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 $118 Billion
ETFs: $43.5 Billion
Technology: $17.3 Billion
Financial Services: $9.43 Billion
Healthcare: $9.15 Billion
Industrials: $7.85 Billion
Consumer Cyclical: $5.24 Billion
Utilities: $5.01 Billion
Consumer Defensive: $4.99 Billion
Other: $7.67 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$4.04 Billion 3.43% of portfolio
121,623
Q4 2024 Added 4.38%
$0
$3.89 Billion 3.31% of portfolio
104,572
Q4 2024 Added 0.15%
$0
$3.71 Billion 3.16% of portfolio
9,044
Q4 2024 Reduced 1.12%
$0
$3.27 Billion 2.78% of portfolio
19,301
Q4 2024 Added 4.34%
$0
$2.14 Billion 1.82% of portfolio
60,825
Q4 2024 Added 8.68%
$0
$2.13 Billion 1.81% of portfolio
16,706
Q4 2024 Added 3.16%
$0
$1.93 Billion 1.64% of portfolio
38,439
Q4 2024 Added 5.49%
$0
$1.73 Billion 1.47% of portfolio
71,981
Q4 2024 Added 3.82%
$0
$1.68 Billion 1.43% of portfolio
19,080
Q4 2024 Added 3.24%
$0
$1.45 Billion 1.23% of portfolio
21,329
Q4 2024 Added 0.62%
$0
$1.42 Billion 1.21% of portfolio
31,667
Q4 2024 Added 2.8%
$0
$1.32 Billion 1.12% of portfolio
2,254
Q4 2024 Added 0.4%
$0
$1.19 Billion 1.01% of portfolio
15,210
Q4 2024 Added 38.4%
$0
$1.11 Billion 0.94% of portfolio
19,080
Q4 2024 Added 22.11%
$0
$991 Million 0.84% of portfolio
3,754
Q4 2024 Added 0.43%
$0
$916 Million 0.78% of portfolio
3,813
Q4 2024 Reduced 1.01%
$0
$847 Million 0.72% of portfolio
16,383
Q4 2024 Added 6.5%
$0
$830 Million 0.71% of portfolio
34,488
Q4 2024 Added 103.06%
$0
$818 Million 0.7% of portfolio
17,758
Q3 2024 Reduced 15.48%
$0
$749 Million 0.64% of portfolio
16,149
Q4 2024 Added 5.51%
$0
$698 Million 0.59% of portfolio
53,722
Q4 2024 Added 5.23%
$0
$687 Million 0.58% of portfolio
26,839
Q4 2024 Added 14.81%
$0
$667 Million 0.57% of portfolio
28,147
Q4 2024 Added 205.81%
$0
$637 Million 0.54% of portfolio
12,554
Q4 2024 Added 17.48%
$0
$542 Million 0.46% of portfolio
13,316
Q4 2024 Reduced 4.39%
$0
$542 Million 0.46% of portfolio
10,867
Q4 2024 Added 19.72%
$0
$509 Million 0.43% of portfolio
2,187
Q4 2024 Added 23.14%
$0
$423 Million 0.36% of portfolio
4,751
Q4 2024 Reduced 37.38%
$0
$355 Million 0.3% of portfolio
1,690
Q4 2024 Added 0.18%
$0
$355 Million 0.3% of portfolio
8,616
Q4 2024 Added 37.09%
$0
$315 Million 0.27% of portfolio
14,171
Q3 2024 Added 1.84%
$0
$311 Million 0.26% of portfolio
5,400
Q3 2024 New
$0
$311 Million 0.26% of portfolio
13,745
Q4 2024 Added 38.63%
$0
$227 Million 0.19% of portfolio
4,000
Q4 2024 New
$0
$216 Million 0.18% of portfolio
2,000
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 128
  • Current Value $118 Billion
  • Prior Value $117 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 30, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 7 stocks
  • Additional Purchases 48 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
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