Kuhn & CO Investment Counsel has filed its 13F form on May 10, 2024 for Q1 2024 where it was disclosed a total value porftolio of $106 Billion distributed in 123 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Fundamental Intl Large with a value of $4.1B, Nvidia Corp with a value of $3.59B, Apple Inc. with a value of $3.32B, Vanguard Growth ETF with a value of $3.25B, and Capital Group Growth ETF Shs C with a value of $3.08B.
Examining the 13F form we can see an increase of $8.77B in the current position value, from $97.6B to 106B.
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
$106 Billion
ETFs: $37.8 Billion
Technology: $17 Billion
Healthcare: $10 Billion
Financial Services: $8.26 Billion
Industrials: $8.15 Billion
Consumer Defensive: $5.04 Billion
Consumer Cyclical: $4.19 Billion
Utilities: $4.04 Billion
Other: $7.05 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions