Kuhn & CO Investment Counsel Portfolio Holdings

Kuhn & CO Investment Counsel

  • $117 Billion
  • Q3 2024

Kuhn & CO Investment Counsel has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $117 Billion distributed in 128 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $4.63B, Apple Inc. with a value of $4.53B, Schwab Fundamental Intl Large with a value of $4.35B, Capital Group Growth ETF Shs C with a value of $3.63B, and Vanguard Growth ETF with a value of $3.51B.

Examining the 13F form we can see an increase of $5.78B in the current position value, from $111B to 117B.

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 $117 Billion
ETFs: $42 Billion
Technology: $18.6 Billion
Healthcare: $11.1 Billion
Financial Services: $8.77 Billion
Industrials: $8.59 Billion
Utilities: $5.5 Billion
Consumer Defensive: $5.41 Billion
Consumer Cyclical: $4.58 Billion
Other: $7.71 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$383 Million 0.33% of portfolio
30,908
Q3 2024 Added 2.96%
$0
$241 Million 0.21% of portfolio
14,512
Q4 2023 New
$0
$176 Million 0.15% of portfolio
14,662
Q1 2024 New

Summary

  • Portfolio
  • No. of Stocks 128
  • Current Value $117 Billion
  • Prior Value $111 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 14, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 5 stocks
  • Additional Purchases 36 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 32 stocks
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