§ 13F · FUND PROFILE
Kuhn & Co Investment Counsel.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $132.3T (13F)Positions · 132Turnover · — · Q4Filed · Feb 9, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$11.6T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 9, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | FNDF | SCHWAB STRATEGIC TR | 132K | $6.0T | 4.0% | +3% |
| 2 | VTV | VANGUARD INDEX FDS | 29K | $5.6T | 3.7% | +11% |
| 3 | CGGR | CAPITAL GROUP GROWTH ETF | 122K | $5.4T | 3.6% | +6% |
| 4 | NVDA | NVIDIA CORPORATION | 29K | $5.4T | 3.6% | −1% |
| 5 | AAPL | APPLE INC | 20K | $5.3T | 3.5% | +29% |
| 6 | VUG | VANGUARD INDEX FDS | 10K | $5.0T | 3.3% | +35% |
| 7 | WFC | WELLS FARGO CO NEW | 45K | $4.2T | 2.8% | NEW |
| 8 | CGDV | CAPITAL GROUP DIVIDEND VALUE | 86K | $3.8T | 2.5% | +13% |
| 9 | LLY | ELI LILLY & CO | 3K | $3.4T | 2.3% | −3% |
| 10 | LRCX | LAM RESEARCH CORP | 19K | $3.3T | 2.2% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE KUHN SIGNAL
AC read
Kuhn & Co Investment Counsel is a Other fund managing $132312.5 trillion in assets. The fund runs a portfolio of 132 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed