§ 13F · FUND PROFILE
Kuhn & Co Investment Counsel.
AUM · $173M (13F)Positions · 149Turnover · n/a · Q2Filed · Jul 31, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$4M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 31, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VTV | VANGUARD INDEX FDS | 35K | $8M | 4.4% | +2% |
| 2 | FNDF | SCHWAB STRATEGIC TR | 139K | $7M | 4.2% | ±0% |
| 3 | VUG | VANGUARD INDEX FDS | 74K | $6M | 3.7% | +508% |
| 4 | LRCX | LAM RESEARCH CORP | 14K | $6M | 3.6% | −18% |
| 5 | CGGR | CAPITAL GROUP GROWTH ETF | 129K | $6M | 3.5% | −3% |
| 6 | AAPL | APPLE INC | 20K | $6M | 3.3% | +1% |
| 7 | NVDA | NVIDIA CORPORATION | 27K | $5M | 3.1% | −7% |
| 8 | CGDV | CAPITAL GROUP DIVIDEND VALUE | 95K | $5M | 2.7% | −1% |
| 9 | LLY | ELI LILLY & CO | 3K | $4M | 2.2% | +1% |
| 10 | WFC | WELLS FARGO & CO | 45K | $4M | 2.1% | ±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 $173 million in assets. The fund runs a portfolio of 149 positions.
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