Kuhn & CO Investment Counsel Portfolio Holdings

Kuhn & CO Investment Counsel

  • $126 Billion
  • Q3 2025

Kuhn & CO Investment Counsel has filed its 13F form on October 28, 2025 for Q3 2025 where it was disclosed a total value porftolio of $126 Billion distributed in 126 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Fundamental Intl Large with a value of $5.51B, Nvidia Corp with a value of $5.46B, Capital Group Growth ETF Shs C with a value of $5.06B, Vanguard Value ETF with a value of $4.87B, and Apple Inc. with a value of $3.84B.

Examining the 13F form we can see an decrease of $5.93B in the current position value, from $132B to 126B.

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 $126 Billion
ETFs: $54 Billion
Technology: $16.8 Billion
Industrials: $8.39 Billion
Healthcare: $8.27 Billion
Financial Services: $7.68 Billion
Utilities: $5.4 Billion
Consumer Cyclical: $4.47 Billion
Communication Services: $4.44 Billion
Other: $7.26 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.09B
$727 Million 0.58% of portfolio
21,650
Q3 2025 Reduced 15.59%

Summary

  • Portfolio
  • No. of Stocks 126
  • Current Value $126 Billion
  • Prior Value $132 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 28, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 5 stocks
  • Additional Purchases 20 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 73 stocks
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