Kuhn & Co Investment Counsel

Kuhn & Co Investment Counsel as of Dec. 31, 2025

Portfolio Holdings for Kuhn & Co Investment Counsel

Kuhn & Co Investment Counsel holds 142 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Fundamental Intl (FNDF) 4.0 $6.0M 132k 45.21
Vanguard Index Fds Value Etf (VTV) 3.7 $5.6M 29k 190.99
Capital Group Growth Etf Shs Creation Uni (CGGR) 3.6 $5.4M 122k 44.47
NVIDIA Corporation (NVDA) 3.6 $5.4M 29k 186.50
Apple (AAPL) 3.5 $5.3M 20k 271.86
Vanguard Index Fds Growth Etf (VUG) 3.3 $5.0M 10k 487.88
Wells Fargo & Company (WFC) 2.8 $4.2M 45k 93.20
Capital Group Dividend Value Shs Creation Uni (CGDV) 2.5 $3.8M 86k 43.64
Eli Lilly & Co. (LLY) 2.3 $3.4M 3.2k 1074.68
Lam Research Corp Com New (LRCX) 2.2 $3.3M 19k 171.18
Amazon (AMZN) 2.0 $3.0M 13k 230.82
Spdr Series Trust State Street Spd (SPYG) 1.9 $2.8M 26k 106.70
Victory Portfolios Ii Victoryshares We (MODL) 1.8 $2.7M 57k 47.52
Vanguard Whitehall Fds High Div Yld (VYM) 1.7 $2.5M 18k 143.52
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.6 $2.4M 47k 50.29
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 1.5 $2.2M 28k 79.73
Visa Com Cl A (V) 1.4 $2.1M 6.1k 350.71
Alphabet Cap Stk Cl A (GOOGL) 1.4 $2.1M 6.6k 313.01
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 1.4 $2.1M 45k 46.04
Goldman Sachs (GS) 1.4 $2.0M 2.3k 879.00
Vanguard Scottsdale Fds Short Term Treas (VGSH) 1.3 $2.0M 33k 58.73
Vanguard Whitehall Fds Intl High Etf (VYMI) 1.3 $1.9M 21k 90.00
Vanguard Bd Index Fds Intermed Term (BIV) 1.2 $1.9M 24k 77.88
Microsoft Corporation (MSFT) 1.1 $1.7M 3.6k 483.62
New York Life Invts Active E Nyli Mackay Mun (MMIT) 1.1 $1.6M 67k 24.33
Raytheon Technologies Corp (RTX) 1.1 $1.6M 8.8k 183.40
Nextera Energy (NEE) 1.0 $1.5M 19k 80.28
Linde SHS (LIN) 1.0 $1.5M 3.4k 426.39
Fidelity Covington Trust Sml Mid Mltfct (FSMD) 0.9 $1.4M 32k 44.13
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.9 $1.3M 26k 52.41
Accenture Plc Ireland Shs Class A (ACN) 0.9 $1.3M 4.9k 268.30
Tesla Motors (TSLA) 0.8 $1.3M 2.8k 449.72
Nuveen Div. Advantage Muni. Fund (NAD) 0.8 $1.2M 100k 12.02
Johnson & Johnson (JNJ) 0.8 $1.1M 5.5k 206.95
Schwab Strategic Tr Fundamental Us L (FNDX) 0.8 $1.1M 42k 27.21
Invesco Actvely Mngd Etc Optimum Yield (PDBC) 0.7 $1.1M 84k 13.25
W.W. Grainger (GWW) 0.7 $1.1M 1.1k 1009.05
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) 0.7 $1.1M 37k 29.55
Vanguard Index Fds Mid Cap Etf (VO) 0.7 $1.1M 3.8k 290.20
Illinois Tool Works (ITW) 0.7 $1.1M 4.4k 246.30
Vanguard Index Fds Small Cp Etf (VB) 0.7 $1.1M 4.1k 257.96
Meta Platforms Cl A (META) 0.7 $984k 1.5k 660.09
Wal-Mart Stores (WMT) 0.6 $962k 8.6k 111.41
Southern Company (SO) 0.6 $957k 11k 87.20
Pepsi (PEP) 0.6 $953k 6.6k 143.52
JPMorgan Chase & Co. (JPM) 0.6 $947k 2.9k 322.17
Alphabet Cap Stk Cl C (GOOG) 0.6 $924k 2.9k 313.80
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 0.6 $919k 19k 47.35
Procter & Gamble Company (PG) 0.6 $914k 6.4k 143.31
Amgen (AMGN) 0.6 $906k 2.8k 327.31
J P Morgan Exchange Traded F Active Value Etf (JAVA) 0.6 $846k 12k 71.72
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.6 $832k 16k 50.94
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.5 $821k 34k 24.37
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.5 $784k 1.2k 682.12
McDonald's Corporation (MCD) 0.5 $781k 2.6k 305.63
Pimco Etf Tr Shtrm Mun Bd Act (SMMU) 0.5 $763k 15k 50.43
Pinnacle West Capital Corporation (PNW) 0.5 $763k 8.6k 88.70
American Electric Power Company (AEP) 0.5 $757k 6.6k 115.31
Fidelity Covington Trust Enhanced Large (FELG) 0.5 $744k 18k 41.70
Invesco Actively Managed Exc Total Return (GTO) 0.5 $743k 16k 47.42
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.5 $736k 9.6k 77.02
Exxon Mobil Corporation (XOM) 0.5 $722k 6.0k 120.33
Spdr Series Trust State Street Spd (HYMB) 0.5 $703k 28k 24.94
Flexshares Tr Hig Yld Vl Etf (HYGV) 0.5 $698k 17k 40.74
Lamar Advertising Cl A (LAMR) 0.5 $696k 5.5k 126.58
American Tower Reit (AMT) 0.5 $694k 4.0k 175.57
Duke Energy Corp Com New (DUK) 0.4 $665k 5.7k 117.21
Ameresco Cl A (AMRC) 0.4 $663k 23k 29.29
Blackrock (BLK) 0.4 $662k 618.00 1070.34
salesforce (CRM) 0.4 $654k 2.5k 264.91
Phillips 66 (PSX) 0.4 $645k 5.0k 129.05
Netflix (NFLX) 0.4 $640k 6.8k 93.76
Paychex (PAYX) 0.4 $626k 5.6k 112.18
Broadcom (AVGO) 0.4 $623k 1.8k 346.07
International Business Machines (IBM) 0.4 $618k 2.1k 296.21
Select Sector Spdr Tr State Street Tec (XLK) 0.4 $617k 4.3k 143.97
Progressive Corporation (PGR) 0.4 $610k 2.7k 227.72
MetLife (MET) 0.4 $602k 7.6k 78.94
Adobe Systems Incorporated (ADBE) 0.4 $560k 1.6k 349.99
Honeywell International (HON) 0.4 $555k 2.8k 195.09
Danaher Corporation (DHR) 0.4 $547k 2.4k 228.92
Corpay Com Shs (CPAY) 0.4 $542k 1.8k 300.93
Constellation Energy (CEG) 0.4 $542k 1.5k 353.27
Cisco Systems (CSCO) 0.4 $528k 6.9k 77.03
Blackrock Etf Trust Ii Short Duration H (SHYM) 0.4 $527k 24k 22.22
Metropcs Communications (TMUS) 0.3 $525k 2.6k 203.04
Stryker Corporation (SYK) 0.3 $521k 1.5k 351.47
Iqvia Holdings (IQV) 0.3 $502k 2.2k 225.41
Waters Corporation (WAT) 0.3 $487k 1.3k 379.83
Northrop Grumman Corporation (NOC) 0.3 $485k 850.00 570.21
Mccormick & Co Com Non Vtg (MKC) 0.3 $477k 7.0k 68.11
Ecolab (ECL) 0.3 $460k 1.8k 262.52
Charles Schwab Corporation (SCHW) 0.3 $439k 4.4k 99.91
J P Morgan Exchange Traded F Active Growth (JGRO) 0.3 $418k 4.5k 92.80
Vanguard Scottsdale Fds Vng Rus2000grw (VTWG) 0.3 $399k 1.7k 236.03
Crowdstrike Hldgs Cl A (CRWD) 0.3 $376k 801.00 468.76
Anthem (ELV) 0.2 $374k 1.1k 350.55
ConocoPhillips (COP) 0.2 $369k 3.9k 93.62
Pfizer (PFE) 0.2 $369k 15k 24.90
Uber Technologies (UBER) 0.2 $368k 4.5k 81.71
Boeing Company (BA) 0.2 $366k 1.7k 217.12
Intuit (INTU) 0.2 $351k 530.00 662.42
Starbucks Corporation (SBUX) 0.2 $351k 4.2k 84.22
Chevron Corporation (CVX) 0.2 $345k 2.3k 152.41
Philip Morris International (PM) 0.2 $342k 2.1k 160.40
Microchip Technology (MCHP) 0.2 $329k 5.2k 63.72
Coca-Cola Company (KO) 0.2 $326k 4.7k 69.91
Select Sector Spdr Tr State Street Hea (XLV) 0.2 $321k 2.1k 154.80
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.2 $309k 5.4k 57.24
Ark Etf Tr Innovation Etf (ARKK) 0.2 $308k 4.0k 76.92
Roper Industries (ROP) 0.2 $301k 675.00 445.13
Ark Etf Tr Next Gnrtn Inter (ARKW) 0.2 $296k 2.0k 147.73
Micron Technology (MU) 0.2 $288k 1.0k 285.41
Waste Management (WM) 0.2 $287k 1.3k 219.71
Abbott Laboratories (ABT) 0.2 $283k 2.3k 125.29
Key (KEY) 0.2 $281k 14k 20.64
Hca Holdings (HCA) 0.2 $278k 596.00 466.86
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $266k 425.00 626.68
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $265k 431.00 614.78
Becton, Dickinson and (BDX) 0.2 $258k 1.3k 194.07
Unilever Spon Adr New (UL) 0.2 $255k 3.9k 65.40
Kinder Morgan (KMI) 0.2 $254k 9.3k 27.49
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $253k 2.1k 123.26
Genuine Parts Company (GPC) 0.2 $251k 2.0k 122.96
PPL Corporation (PPL) 0.2 $245k 7.0k 35.02
Wisdomtree Tr Us Largecap Divd (DLN) 0.2 $240k 2.7k 88.08
First Busey Corp Com New (BUSE) 0.2 $238k 10k 23.79
Snap-on Incorporated (SNA) 0.2 $238k 691.00 344.60
Home Depot (HD) 0.2 $238k 691.00 344.10
Cme (CME) 0.2 $235k 861.00 273.08
Nuveen Insured Tax-Free Adv Munici (NEA) 0.2 $231k 20k 11.63
Nuveen Build Amer Bd (NBB) 0.2 $229k 15k 15.80
Merck & Co (MRK) 0.2 $229k 2.2k 105.26
Analog Devices (ADI) 0.2 $229k 843.00 271.20
Otis Worldwide Corp (OTIS) 0.2 $228k 2.6k 87.36
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $226k 450.00 502.65
3M Company (MMM) 0.1 $217k 1.4k 160.10
Parker-Hannifin Corporation (PH) 0.1 $216k 246.00 879.57
Truist Financial Corp equities (TFC) 0.1 $211k 4.3k 49.21
Thermo Fisher Scientific (TMO) 0.1 $210k 362.00 579.45
Arista Networks Com Shs (ANET) 0.1 $205k 1.6k 131.03
Jacobs Engineering Group (J) 0.1 $201k 1.5k 132.46