Kuhn & CO Investment Counsel Portfolio Holdings

Kuhn & CO Investment Counsel

  • $111 Billion
  • Q2 2024

Kuhn & CO Investment Counsel has filed its 13F form on August 08, 2024 for Q2 2024 where it was disclosed a total value porftolio of $111 Billion distributed in 125 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $4.51B, Schwab Fundamental Intl Large with a value of $4.18B, Apple Inc. with a value of $4.11B, Vanguard Growth ETF with a value of $3.55B, and Capital Group Growth ETF Shs C with a value of $3.4B.

Examining the 13F form we can see an increase of $5.06B in the current position value, from $106B to 111B.

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 $111 Billion
ETFs: $40.1 Billion
Technology: $18.5 Billion
Healthcare: $10.4 Billion
Financial Services: $8.27 Billion
Industrials: $7.76 Billion
Consumer Defensive: $5.21 Billion
Utilities: $4.57 Billion
Consumer Cyclical: $4.27 Billion
Other: $7.44 Billion

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.28B
$451 Million 0.4% of portfolio
15,650
Q1 2024 Added 46.95%

Summary

  • Portfolio
  • No. of Stocks 125
  • Current Value $111 Billion
  • Prior Value $106 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 08, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 5 stocks
  • Additional Purchases 37 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 40 stocks
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