§ 13F · FUND PROFILE
Kuhn & Co Investment Counsel.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $126M (13F)Positions · 126Turnover · — · Q1Filed · May 12, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | FNDF | SCHWAB STRATEGIC TR | 139K | $7M | 4.4% | +6% |
| 2 | VTV | VANGUARD INDEX FDS | 34K | $7M | 4.3% | +18% |
| 3 | CGGR | CAPITAL GROUP GROWTH ETF | 133K | $5M | 3.4% | +8% |
| 4 | VUG | VANGUARD INDEX FDS | 12K | $5M | 3.4% | +18% |
| 5 | NVDA | NVIDIA CORPORATION | 29K | $5M | 3.3% | ±0% |
| 6 | AAPL | APPLE INC | 20K | $5M | 3.2% | +1% |
| 7 | CGDV | CAPITAL GROUP DIVIDEND VALUE | 96K | $4M | 2.6% | +11% |
| 8 | LRCX | LAM RESEARCH CORP | 18K | $4M | 2.4% | −8% |
| 9 | WFC | WELLS FARGO & CO | 45K | $4M | 2.3% | ±0% |
| 10 | SPYG | SPDR SERIES TRUST | 31K | $3M | 1.9% | +16% |
§ 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 $126 million in assets. The fund runs a portfolio of 126 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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