Kuhn & CO Investment Counsel Portfolio Holdings

Kuhn & CO Investment Counsel

  • $132 Billion
  • Q2 2025

Kuhn & CO Investment Counsel has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $132 Billion distributed in 132 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Fundamental Intl Large with a value of $5.14B, Capital Group Growth ETF Shs C with a value of $4.99B, Nvidia Corp with a value of $4.65B, Vanguard Growth ETF with a value of $4.34B, and Vanguard Value ETF with a value of $4.31B.

Examining the 13F form we can see an increase of $13.7B in the current position value, from $119B to 132B.

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 $132 Billion
ETFs: $54.4 Billion
Technology: $16.8 Billion
Financial Services: $11.6 Billion
Healthcare: $8.41 Billion
Industrials: $8.18 Billion
Consumer Cyclical: $6.02 Billion
Utilities: $5.17 Billion
Consumer Defensive: $4.58 Billion
Other: $8.5 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 132
  • Current Value $132 Billion
  • Prior Value $119 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 8 stocks
  • Additional Purchases 46 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 31 stocks
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