Kuhn & Co Investment Counsel - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 9, 2026, for the 2025 Q4 period, Kuhn & Co Investment Counsel held in its portfolio 141 assets valued at $150,059,617 (i.e. $150.06M).
The most valuable assets in the portfolio included: SCHWAB STRATEGIC TR ($5.97M), VANGUARD INDEX FDS ($5.56M), and CAPITAL GROUP GROWTH ETF ($5.45M).
The chart below shows the top 10 valuable assets, and the table below shows the top 141 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Kuhn & Co Investment Counsel - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 131947 | 5965321 | FUNDAMENTAL INTL |
| VANGUARD INDEX FDS | 29090 | 5555897 | VALUE ETF |
| CAPITAL GROUP GROWTH ETF | 122434 | 5444640 | SHS CREATION UNI |
| NVIDIA CORPORATION | 28944 | 5398063 | COM |
| APPLE INC | 19503 | 5302090 | COM |
| VANGUARD INDEX FDS | 10284 | 5017355 | GROWTH ETF |
| WELLS FARGO CO NEW | 44942 | 4188595 | COM |
| CAPITAL GROUP DIVIDEND VALUE | 86182 | 3760983 | SHS CREATION UNI |
| SPDR SERIES TRUST | 54555 | 3516941 | STATE STREET SPD |
| ELI LILLY & CO | 3201 | 3440051 | COM |
| LAM RESEARCH CORP | 19191 | 3285116 | COM NEW |
| AMAZON COM INC | 12952 | 2989581 | COM |
| VICTORY PORTFOLIOS II | 56502 | 2684976 | VICTORYSHARES WE |
| VANGUARD WHITEHALL FDS | 17537 | 2516947 | HIGH DIV YLD |
| VANGUARD MUN BD FDS | 46737 | 2350404 | TAX EXEMPT BD |
| VANGUARD SCOTTSDALE FDS | 28067 | 2237770 | SHRT TRM CORP BD |
| VISA INC | 6096 | 2137929 | COM CL A |
| ALPHABET INC | 6564 | 2054625 | CAP STK CL A |
| FIDELITY MERRIMACK STR TR | 44623 | 2054443 | TOTAL BD ETF |
| GOLDMAN SACHS GROUP INC | 2323 | 2041917 | COM |
| VANGUARD SCOTTSDALE FDS | 33339 | 1958000 | SHORT TERM TREAS |
| VANGUARD WHITEHALL FDS | 21410 | 1926900 | INTL HIGH ETF |
| VANGUARD BD INDEX FDS | 23913 | 1862345 | INTERMED TERM |
| MICROSOFT CORP | 3563 | 1723135 | COM |
| NEW YORK LIFE INVTS ACTIVE E | 66849 | 1626437 | NYLI MACKAY MUN |
| RTX CORPORATION | 8820 | 1617631 | COM |
| NEXTERA ENERGY INC | 19254 | 1545712 | COM |
| LINDE PLC | 3423 | 1459533 | SHS |
| FIDELITY COVINGTON TRUST | 31584 | 1393802 | SML MID MLTFCT |
| PIMCO ETF TR | 25521 | 1337556 | INTER MUN BD ACT |
| ACCENTURE PLC IRELAND | 4891 | 1312256 | SHS CLASS A |
| TESLA INC | 2795 | 1256968 | COM |
| NUVEEN QUALITY MUNCP INCOME | 99904 | 1200847 | COM |
| JOHNSON & JOHNSON | 5529 | 1144227 | COM |
| SCHWAB STRATEGIC TR | 41868 | 1139229 | FUNDAMENTAL US L |
| INVESCO ACTVELY MNGD ETC FD | 84304 | 1117028 | OPTIMUM YIELD |
| WW GRAINGER INC | 1098 | 1107937 | COM |
| CAPITAL GROUP INTL FOCUS EQT | 37384 | 1104698 | SHS CREATION UNI |
| VANGUARD INDEX FDS | 3754 | 1089409 | MID CAP ETF |
| ILLINOIS TOOL WKS INC | 4350 | 1071405 | COM |
| VANGUARD INDEX FDS | 4090 | 1055048 | SMALL CP ETF |
| META PLATFORMS INC | 1490 | 983535 | CL A |
| WALMART INC | 8634 | 961914 | COM |
| SOUTHERN CO | 10975 | 957020 | COM |
| PEPSICO INC | 6638 | 952704 | COM |
| JPMORGAN CHASE & CO. | 2940 | 947168 | COM |
| ALPHABET INC | 2943 | 923514 | CAP STK CL C |
| J P MORGAN EXCHANGE TRADED F | 19416 | 919348 | CORE PLUS BD ETF |
| PROCTER AND GAMBLE CO | 6378 | 914032 | COM |
| AMGEN INC | 2768 | 905995 | COM |
| J P MORGAN EXCHANGE TRADED F | 11795 | 845938 | ACTIVE VALUE ETF |
| J P MORGAN EXCHANGE TRADED F | 16334 | 832054 | ULTRA SHT MUNCPL |
| SCHWAB STRATEGIC TR | 33684 | 820873 | SHT TM US TRES |
| SPDR S&P 500 ETF TR | 1150 | 784435 | TR UNIT |
| MCDONALDS CORP | 2554 | 780580 | COM |
| PIMCO ETF TR | 15132 | 763107 | SHTRM MUN BD ACT |
| PINNACLE WEST CAP CORP | 8596 | 762466 | COM |
| AMERICAN ELEC PWR CO INC | 6568 | 757357 | COM |
| FIDELITY COVINGTON TRUST | 17847 | 744220 | ENHANCED LARGE |
| INVESCO ACTIVELY MANAGED EXC | 15663 | 742740 | TOTAL RETURN |
| AMERICAN CENTY ETF TR | 9553 | 735773 | AVANTIS EMGMKT |
| EXXON MOBIL CORP | 6000 | 721997 | COM |
| FLEXSHARES TR | 17124 | 697547 | HIG YLD VL ETF |
| LAMAR ADVERTISING CO NEW | 5500 | 696190 | CL A |
| AMERICAN TOWER CORP NEW | 3950 | 693502 | COM |
| DUKE ENERGY CORP NEW | 5676 | 665284 | COM NEW |
| AMERESCO INC | 22650 | 663419 | CL A |
| BLACKROCK INC | 618 | 661471 | COM |
| SALESFORCE INC | 2467 | 653533 | COM |
| PHILLIPS 66 | 4994 | 644467 | COM |
| NETFLIX INC | 6827 | 640100 | COM |
| PAYCHEX INC | 5578 | 625741 | COM |
| BROADCOM INC | 1800 | 622928 | COM |
| INTERNATIONAL BUSINESS MACHS | 2087 | 618191 | COM |
| SELECT SECTOR SPDR TR | 4288 | 617344 | STATE STREET TEC |
| PROGRESSIVE CORP | 2679 | 610062 | COM |
| METLIFE INC | 7625 | 601918 | COM |
| ADOBE INC | 1600 | 559984 | COM |
| HONEYWELL INTL INC | 2847 | 555422 | COM |
| DANAHER CORPORATION | 2390 | 547119 | COM |
| CORPAY INC | 1800 | 541674 | COM SHS |
| CONSTELLATION ENERGY CORP | 1533 | 541563 | COM |
| CISCO SYS INC | 6860 | 528426 | COM |
| BLACKROCK ETF TRUST II | 23720 | 527059 | SHORT DURATION H |
| T-MOBILE US INC | 2586 | 525062 | COM |
| STRYKER CORPORATION | 1481 | 520528 | COM |
| IQVIA HLDGS INC | 2225 | 501538 | COM |
| WATERS CORP | 1282 | 486943 | COM |
| NORTHROP GRUMMAN CORP | 850 | 484679 | COM |
| MCCORMICK & CO INC | 7009 | 477383 | COM NON VTG |
| ECOLAB INC | 1752 | 459936 | COM |
| SCHWAB CHARLES CORP | 4396 | 439205 | COM |
| J P MORGAN EXCHANGE TRADED F | 4508 | 418343 | ACTIVE GROWTH |
| VANGUARD SCOTTSDALE FDS | 1690 | 398887 | VNG RUS2000GRW |
| CROWDSTRIKE HLDGS INC | 801 | 375477 | CL A |
| ELEVANCE HEALTH INC FORMERLY | 1067 | 374037 | COM |
| CONOCOPHILLIPS | 3943 | 369150 | COM |
| PFIZER INC | 14800 | 368520 | COM |
| UBER TECHNOLOGIES INC | 4498 | 367532 | COM |
| BOEING CO | 1684 | 365631 | COM |
| INTUIT | 530 | 351083 | COM |
| STARBUCKS CORP | 4168 | 351024 | COM |
| CHEVRON CORP NEW | 2266 | 345362 | COM |
| PHILIP MORRIS INTL INC | 2131 | 341813 | COM |
| MICROCHIP TECHNOLOGY INC. | 5157 | 328605 | COM |
| COCA COLA CO | 4659 | 325711 | COM |
| SELECT SECTOR SPDR TR | 2073 | 320901 | STATE STREET HEA |
| J P MORGAN EXCHANGE TRADED F | 5400 | 309096 | EQUITY PREMIUM |
| ARK ETF TR | 4000 | 307680 | INNOVATION ETF |
| ROPER TECHNOLOGIES INC | 675 | 300463 | COM |
| ARK ETF TR | 2000 | 295460 | NEXT GNRTN INTER |
| MICRON TECHNOLOGY INC | 1009 | 287979 | COM |
| WASTE MGMT INC DEL | 1304 | 286502 | COM |
| ABBOTT LABS | 2259 | 283031 | COM |
| KEYCORP | 13620 | 281117 | COM |
| HCA HEALTHCARE INC | 596 | 278249 | COM |
| VANGUARD INDEX FDS | 425 | 266337 | S&P 500 ETF SHS |
| INVESCO QQQ TR | 431 | 264972 | UNIT SER 1 |
| BECTON DICKINSON & CO | 1328 | 257725 | COM |
| UNILEVER PLC | 3900 | 255060 | SPON ADR NEW |
| KINDER MORGAN INC DEL | 9256 | 254448 | COM |
| ISHARES TR | 2055 | 253300 | S&P 500 GRWT ETF |
| GENUINE PARTS CO | 2043 | 251208 | COM |
| PPL CORP | 7000 | 245140 | COM |
| WISDOMTREE TR | 2725 | 240018 | US LARGECAP DIVD |
| FIRST BUSEY CORP | 10018 | 238329 | COM NEW |
| SNAP ON INC | 691 | 238119 | COM |
| HOME DEPOT INC | 691 | 237774 | COM |
| CME GROUP INC | 861 | 235122 | COM |
| NUVEEN AMT FREE QLTY MUN INC | 19882 | 231228 | COM |
| NUVEEN TAXABLE MUNICPAL INM | 14512 | 229290 | COM |
| MERCK & CO INC | 2172 | 228625 | COM |
| ANALOG DEVICES INC | 843 | 228622 | COM |
| OTIS WORLDWIDE CORP | 2609 | 227924 | COM |
| BERKSHIRE HATHAWAY INC DEL | 450 | 226193 | CL B NEW |
| 3M CO | 1355 | 216936 | COM |
| PARKER-HANNIFIN CORP | 246 | 216374 | COM |
| TRUIST FINL CORP | 4290 | 211111 | COM |
| THERMO FISHER SCIENTIFIC INC | 362 | 209761 | COM |
| ARISTA NETWORKS INC | 1561 | 204538 | COM SHS |
| JACOBS SOLUTIONS INC | 1518 | 201075 | COM |
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