Kuhn & Co Investment Counsel 13F Holdings
CIK 0002011958 · Chicago, IL
As of Sep 30, 2025, Kuhn & Co Investment Counsel reported 126 positions worth
CIK 0002011958 · Chicago, IL
As of Sep 30, 2025, Kuhn & Co Investment Counsel reported 126 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | FNDF | — | 128,149 | $5.5M | 4.36% |
| NVIDIA CORP | NVDA | Technology | 29,257 | $5.5M | 4.32% |
| CAPITAL GROUP GROWTH ETF | CGGR | — | 115,152 | $5.1M | 4.00% |
| VANGUARD VALUE INDEX FUND | VTV | — | 26,104 | $4.9M | 3.85% |
| APPLE INC | AAPL | Technology | 15,069 | $3.8M | 3.04% |
| VANGUARD GROWTH INDEX FUND | VUG | — | 7,645 | $3.7M | 2.90% |
| CAPITAL GROUP DIVIDEND VALUE ETF | CGDV | — | 75,947 | $3.2M | 2.53% |
| AMAZON.COM INC | AMZN | Equity | 11,710 | $2.6M | 2.03% |
| LAM RESEARCH CORP | LRCX | Technology | 19,131 | $2.6M | 2.03% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) GROWTH ETF | SPYG | — | 24,230 | $2.5M | 2.00% |
| ELI LILLY & CO | LLY | Healthcare | 3,300 | $2.5M | 1.99% |
| VICTORYSHARES WESTEND US SECTOR ETF | MODL | — | 51,493 | $2.4M | 1.88% |
| VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND | VCSH | — | 27,177 | $2.2M | 1.72% |
| VISA INC-CLASS A SHARES | V | Financial Services | 6,064 | $2.1M | 1.64% |
| FIDELITY TOTAL BOND ETF | FBND | — | 42,520 | $2.0M | 1.56% |
| VANGUARD TAX-EXEMPT BOND INDEX FUND | VTEB | — | 39,225 | $2.0M | 1.55% |
| VANGUARD SHORT-TERM TREASURY INDEX FUND | VGSH | — | 33,263 | $2.0M | 1.55% |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 2,400 | .9M | 1.51% |
| VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD INDEX FUND | VYMI | — | 20,727 | .8M | 1.39% |
| MICROSOFT CORP | MSFT | Technology | 3,272 | .7M | 1.34% |
| VANGUARD INTERMEDIATE-TERM B | BIV | — | 20,981 | .6M | 1.30% |
| LINDE PLC | LIN | Basic Materials | 3,410 | .6M | 1.28% |
| NYLI MACKAY MUNI INTERMEDIATE ETF | MMIT | — | 61,638 | .5M | 1.19% |
| RTX CORP | RTX | Equity | 8,607 | .4M | 1.14% |
| NEXTERA ENERGY INC | NEE | Utilities | 18,891 | .4M | 1.13% |