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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$4.59 Billion 3.87% of portfolio
127,113
Q1 2025 Added 4.51%
$3.4T
$4.36 Billion 3.68% of portfolio
19,645
Q1 2025 Added 1.03%
$0
$3.77 Billion 3.18% of portfolio
110,091
Q1 2025 Added 5.28%
$0
$3.59 Billion 3.03% of portfolio
20,810
Q1 2025 Added 7.82%
$336B
$3.51 Billion 2.96% of portfolio
32,359
Q1 2025 Reduced 8.77%
$0
$3.38 Billion 2.85% of portfolio
9,119
Q1 2025 Added 0.83%
$287B
$3.23 Billion 2.72% of portfolio
45,003
Q1 2025 Added 0.14%
$697B
$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%
$0
$2.41 Billion 2.03% of portfolio
67,677
Q1 2025 Added 11.27%
$0
$2.16 Billion 1.82% of portfolio
16,777
Q1 2025 Added 0.42%
$592B
$2.14 Billion 1.8% of portfolio
6,096
Q1 2025 Reduced 7.92%
$0
$2.02 Billion 1.7% of portfolio
40,720
Q1 2025 Added 5.93%
Linde PLC
-
$2 Billion 1.68% of portfolio
-
Q4 2024 Added 0.23%
$204B
$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%
$0
$1.78 Billion 1.5% of portfolio
74,280
Q1 2025 Added 3.19%
$0
$1.66 Billion 1.4% of portfolio
20,695
Q1 2025 Added 8.46%
$0
$1.56 Billion 1.31% of portfolio
21,167
Q1 2025 Reduced 0.76%
$76.2B
$1.48 Billion 1.25% of portfolio
5,985
Q4 2024 Reduced 8.28%
$0
$1.42 Billion 1.2% of portfolio
2,540
Q1 2025 Added 12.69%
Lam Research Corp
-
$1.39 Billion 1.17% of portfolio
-
Q1 2025 Reduced 8.28%
$210B
$1.38 Billion 1.16% of portfolio
2,521
Q4 2024 Added 4.78%
$146B
$1.34 Billion 1.13% of portfolio
18,908
Q3 2024 Reduced 3.45%
$0
$1.34 Billion 1.13% of portfolio
16,990
Q1 2025 Added 11.7%
$199B
$1.24 Billion 1.04% of portfolio
9,353
Q4 2024 Reduced 6.91%
$3.38T
$1.23 Billion 1.04% of portfolio
3,286
Q4 2024 Added 0.77%
$139B
$1.22 Billion 1.02% of portfolio
5,930
Q3 2024 Reduced 0.4%
$385B
$1.21 Billion 1.02% of portfolio
7,089
Q4 2024 Added 2.01%
$0
$1.2 Billion 1.01% of portfolio
20,396
Q1 2025 Added 6.9%
$54.8B
$1.08 Billion 0.91% of portfolio
1,098
Q1 2024 Reduced 8.35%
$181B
$1.02 Billion 0.86% of portfolio
6,771
Q1 2025 Added 0.06%
$95.1B
$1.01 Billion 0.85% of portfolio
10,999
Q4 2024 Added 0.55%
$0
$989 Million 0.83% of portfolio
15,559
Q1 2025 Added 8.7%
$0
$971 Million 0.82% of portfolio
3,754
Q4 2024 Added 0.43%
$0
$952 Million 0.8% of portfolio
18,474
Q1 2025 Added 12.76%
$391B
$914 Million 0.77% of portfolio
5,510
Q4 2024 Reduced 1.89%
$524B
$872 Million 0.74% of portfolio
935
Q3 2024 Added 0.86%
$957B
$862 Million 0.73% of portfolio
5,572
Q1 2025 Added 0.43%
$55.7B
$861 Million 0.73% of portfolio
5,578
Q2 2024 Reduced 0.45%
$145B
$862 Million 0.73% of portfolio
2,768
Q4 2023 New
$0
$856 Million 0.72% of portfolio
62,805
Q1 2025 Added 16.91%
$98.6B
$841 Million 0.71% of portfolio
3,867
Q1 2024 Reduced 3.73%
$0
$836 Million 0.7% of portfolio
17,770
Q1 2025 Added 0.07%
$0
$819 Million 0.69% of portfolio
3,695
Q1 2025 Reduced 3.09%
$10.2B
$819 Million 0.69% of portfolio
8,596
Q3 2024 Reduced 1.72%
$0
$799 Million 0.67% of portfolio
15,710
Q1 2025 Added 25.14%
$0
$795 Million 0.67% of portfolio
32,663
Q1 2025 Reduced 5.29%
$165B
$755 Million 0.64% of portfolio
2,666
Q4 2023 New

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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