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 ETFs Only

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%
$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%
$0
$3.38 Billion 2.85% of portfolio
9,119
Q1 2025 Added 0.83%
$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%
$0
$2.02 Billion 1.7% of portfolio
40,720
Q1 2025 Added 5.93%
$0
$1.79 Billion 1.51% of portfolio
39,125
Q1 2025 Added 23.55%
$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%
$0
$1.42 Billion 1.2% of portfolio
2,540
Q1 2025 Added 12.69%
$0
$1.34 Billion 1.13% of portfolio
16,990
Q1 2025 Added 11.7%
$0
$1.2 Billion 1.01% of portfolio
20,396
Q1 2025 Added 6.9%
$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
$856 Million 0.72% of portfolio
62,805
Q1 2025 Added 16.91%
$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%
$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%
$0
$753 Million 0.63% of portfolio
29,850
Q1 2025 Added 11.22%
$0
$735 Million 0.62% of portfolio
15,663
Q1 2025 Reduced 3.01%
$0
$678 Million 0.57% of portfolio
28,713
Q1 2025 Added 2.01%
$0
$680 Million 0.57% of portfolio
13,603
Q1 2025 Added 25.18%
$0
$600 Million 0.51% of portfolio
14,855
Q1 2025 Added 11.56%
$0
$501 Million 0.42% of portfolio
12,791
Q1 2025 Added 48.46%
$0
$430 Million 0.36% of portfolio
2,082
Q1 2025 Reduced 4.8%
$0
$416 Million 0.35% of portfolio
16,982
Q1 2025 New
$0
$367 Million 0.31% of portfolio
6,103
Q1 2025 New
$0
$321 Million 0.27% of portfolio
14,170
Q1 2025 Added 3.09%
$0
$315 Million 0.27% of portfolio
1,690
Q4 2024 Added 0.18%
$0
$309 Million 0.26% of portfolio
5,400
Q3 2024 New
$0
$268 Million 0.23% of portfolio
1,833
Q1 2025 New
$0
$216 Million 0.18% of portfolio
2,725
Q1 2025 New
$0
$202 Million 0.17% of portfolio
431
Q1 2025 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
Track This Portfolio

Track Kuhn & CO Investment Counsel Portfolio

Follow Kuhn & CO Investment Counsel and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kuhn & CO Investment Counsel, based on Form 13F filings with the SEC.

News

Stay updated on Kuhn & CO Investment Counsel with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email