Kuhn & Co Investment Counsel

Kuhn & Co Investment Counsel as of March 31, 2026

Portfolio Holdings for Kuhn & Co Investment Counsel

Kuhn & Co Investment Counsel holds 142 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Fundamental Intl (FNDF) 4.4 $6.8M 139k 48.93
Vanguard Index Fds Value Etf (VTV) 4.3 $6.7M 34k 196.20
Capital Group Growth Etf Shs Creation Uni (CGGR) 3.4 $5.3M 133k 40.19
Vanguard Index Fds Growth Etf (VUG) 3.4 $5.3M 12k 436.81
NVIDIA Corporation (NVDA) 3.3 $5.1M 29k 174.40
Apple (AAPL) 3.2 $5.0M 20k 253.79
Capital Group Dividend Value Shs Creation Uni (CGDV) 2.6 $4.1M 96k 42.54
Lam Research Corp Com New (LRCX) 2.4 $3.8M 18k 213.66
Wells Fargo & Company (WFC) 2.3 $3.6M 45k 79.61
Spdr Series Trust State Street Spd (SPYG) 1.9 $3.0M 31k 97.91
Eli Lilly & Co. (LLY) 1.9 $3.0M 3.2k 919.77
Victory Portfolios Ii Victoryshares We (MODL) 1.8 $2.8M 62k 44.69
Amazon (AMZN) 1.8 $2.8M 13k 208.27
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.8 $2.7M 55k 49.89
Vanguard Bd Index Fds Intermed Term (BIV) 1.7 $2.6M 34k 77.18
Vanguard Whitehall Fds High Div Yld (VYM) 1.7 $2.6M 18k 148.10
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 1.6 $2.5M 31k 79.27
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 1.5 $2.4M 52k 45.62
Vanguard Scottsdale Fds Short Term Treas (VGSH) 1.4 $2.2M 37k 58.54
Vanguard Whitehall Fds Intl High Etf (VYMI) 1.3 $2.0M 21k 94.24
Alphabet Cap Stk Cl A (GOOGL) 1.3 $2.0M 6.8k 287.57
Goldman Sachs (GS) 1.3 $2.0M 2.3k 845.99
Visa Com Cl A (V) 1.2 $1.9M 6.2k 302.24
Nextera Energy (NEE) 1.2 $1.8M 19k 92.88
Fidelity Covington Trust Sml Mid Mltfct (FSMD) 1.1 $1.7M 39k 44.72
Raytheon Technologies Corp (RTX) 1.1 $1.7M 8.8k 192.91
Linde SHS (LIN) 1.1 $1.7M 3.4k 495.76
Invesco Actvely Mngd Etc Optimum Yield (PDBC) 1.1 $1.7M 96k 17.32
New York Life Invts Active E Nyli Mackay Mun (MMIT) 1.0 $1.6M 66k 24.11
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.9 $1.5M 28k 52.19
Nuveen Div. Advantage Muni. Fund (NAD) 0.9 $1.4M 125k 11.50
Microsoft Corporation (MSFT) 0.9 $1.4M 3.8k 370.17
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) 0.9 $1.4M 46k 29.49
Johnson & Johnson (JNJ) 0.9 $1.4M 5.6k 244.44
Schwab Strategic Tr Fundamental Us L (FNDX) 0.8 $1.3M 46k 27.85
W.W. Grainger (GWW) 0.8 $1.2M 1.1k 1090.81
Phillips 66 (PSX) 0.7 $1.1M 6.3k 182.19
Illinois Tool Works (ITW) 0.7 $1.1M 4.4k 260.29
Vanguard Index Fds Small Cp Etf (VB) 0.7 $1.1M 4.2k 261.93
Wal-Mart Stores (WMT) 0.7 $1.1M 8.8k 124.28
Vanguard Index Fds Mid Cap Etf (VO) 0.7 $1.1M 3.8k 287.16
Southern Company (SO) 0.7 $1.1M 11k 96.52
Tesla Motors (TSLA) 0.7 $1.0M 2.8k 371.75
Exxon Mobil Corporation (XOM) 0.7 $1.0M 6.1k 169.65
Pepsi (PEP) 0.7 $1.0M 6.7k 155.29
Accenture Plc Ireland Shs Class A (ACN) 0.6 $996k 5.0k 198.29
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.6 $978k 19k 50.98
Amgen (AMGN) 0.6 $974k 2.8k 351.85
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 0.6 $971k 21k 47.08
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.6 $935k 12k 80.58
Procter & Gamble Company (PG) 0.6 $931k 6.4k 144.44
JPMorgan Chase & Co. (JPM) 0.6 $905k 3.1k 294.13
Meta Platforms Cl A (META) 0.6 $882k 1.5k 572.13
American Electric Power Company (AEP) 0.6 $873k 6.7k 131.08
Pinnacle West Capital Corporation (PNW) 0.6 $866k 8.6k 100.75
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.5 $852k 35k 24.27
J P Morgan Exchange Traded F Active Value Etf (JAVA) 0.5 $846k 12k 71.75
Alphabet Cap Stk Cl C (GOOG) 0.5 $844k 2.9k 286.86
Pimco Etf Tr Shtrm Mun Bd Act (SMMU) 0.5 $843k 17k 50.45
McDonald's Corporation (MCD) 0.5 $794k 2.6k 310.79
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.5 $756k 1.2k 650.61
Duke Energy Corp Com New (DUK) 0.5 $744k 5.7k 130.94
Invesco Actively Managed Exc Total Return (GTO) 0.5 $734k 16k 46.83
Lamar Advertising Cl A (LAMR) 0.4 $697k 5.5k 126.66
Fidelity Covington Trust Enhanced Large (FELG) 0.4 $694k 19k 37.49
American Tower Reit (AMT) 0.4 $682k 4.0k 172.58
Spdr Series Trust State Street Spd (HYMB) 0.4 $666k 27k 24.80
Flexshares Tr Hig Yld Vl Etf (HYGV) 0.4 $658k 16k 40.06
Honeywell International (HON) 0.4 $644k 2.8k 226.03
Netflix (NFLX) 0.4 $637k 6.6k 96.15
Broadcom (AVGO) 0.4 $614k 2.0k 309.50
Blackrock (BLK) 0.4 $594k 618.00 961.71
Select Sector Spdr Tr State Street Tec (XLK) 0.4 $586k 4.4k 132.90
Northrop Grumman Corporation (NOC) 0.4 $581k 852.00 682.24
Ameresco Cl A (AMRC) 0.4 $578k 23k 25.50
Chevron Corporation (CVX) 0.4 $572k 2.8k 206.90
Metropcs Communications (TMUS) 0.4 $544k 2.6k 210.03
Cisco Systems (CSCO) 0.3 $543k 7.0k 77.59
Progressive Corporation (PGR) 0.3 $540k 2.7k 198.24
MetLife (MET) 0.3 $539k 7.6k 70.72
International Business Machines (IBM) 0.3 $525k 2.2k 242.39
Corpay Com Shs (CPAY) 0.3 $524k 1.8k 290.99
Blackrock Etf Trust Ii Short Duration H (SHYM) 0.3 $522k 24k 22.02
Paychex (PAYX) 0.3 $522k 5.7k 92.12
ConocoPhillips (COP) 0.3 $521k 3.9k 132.02
Stryker Corporation (SYK) 0.3 $478k 1.5k 328.59
salesforce (CRM) 0.3 $472k 2.5k 186.67
Ecolab (ECL) 0.3 $466k 1.8k 266.02
Danaher Corporation (DHR) 0.3 $453k 2.4k 189.60
Waters Corporation (WAT) 0.3 $435k 1.5k 297.80
Constellation Energy (CEG) 0.3 $428k 1.5k 279.25
Pfizer (PFE) 0.3 $427k 15k 28.08
Charles Schwab Corporation (SCHW) 0.3 $413k 4.4k 93.98
Adobe Systems Incorporated (ADBE) 0.3 $389k 1.6k 243.08
Vanguard Scottsdale Fds Vng Rus2000grw (VTWG) 0.2 $387k 1.7k 229.08
Iqvia Holdings (IQV) 0.2 $380k 2.2k 170.54
J P Morgan Exchange Traded F Active Growth (JGRO) 0.2 $375k 4.4k 84.52
Starbucks Corporation (SBUX) 0.2 $373k 4.2k 89.60
Coca-Cola Company (KO) 0.2 $361k 4.7k 76.05
Microchip Technology (MCHP) 0.2 $354k 5.5k 64.61
Mccormick & Co Com Non Vtg (MKC) 0.2 $354k 7.0k 50.44
Philip Morris International (PM) 0.2 $353k 2.1k 165.34
Micron Technology (MU) 0.2 $341k 1.0k 337.84
Boeing Company (BA) 0.2 $341k 1.7k 199.03
Uber Technologies (UBER) 0.2 $324k 4.5k 71.93
Crowdstrike Hldgs Cl A (CRWD) 0.2 $313k 801.00 390.41
Anthem (ELV) 0.2 $312k 1.1k 292.75
Kinder Morgan (KMI) 0.2 $311k 9.3k 33.53
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.2 $306k 5.4k 56.68
Select Sector Spdr Tr State Street Hea (XLV) 0.2 $304k 2.1k 146.61
Waste Management (WM) 0.2 $292k 1.3k 229.79
Arista Networks Com Shs (ANET) 0.2 $284k 2.3k 122.78
Hca Holdings (HCA) 0.2 $282k 596.00 473.24
Key (KEY) 0.2 $273k 14k 20.05
Ark Etf Tr Innovation Etf (ARKK) 0.2 $270k 4.0k 67.59
Analog Devices (ADI) 0.2 $268k 843.00 318.14
PPL Corporation (PPL) 0.2 $267k 7.0k 38.20
Merck & Co (MRK) 0.2 $263k 2.2k 120.29
Cme (CME) 0.2 $256k 865.00 295.35
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $255k 427.00 597.36
First Busey Corp Com New (BUSE) 0.2 $253k 10k 25.27
Snap-on Incorporated (SNA) 0.2 $251k 692.00 363.22
Cheniere Energy Com New (LNG) 0.2 $250k 882.00 283.76
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $250k 433.00 577.64
Wisdomtree Tr Us Largecap Divd (DLN) 0.2 $243k 2.7k 89.33
Ark Etf Tr Next Gnrtn Inter (ARKW) 0.2 $241k 2.0k 120.61
Abbott Laboratories (ABT) 0.2 $241k 2.3k 102.67
Home Depot (HD) 0.2 $239k 726.00 328.89
Intuit (INTU) 0.1 $233k 538.00 432.38
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $232k 2.1k 113.11
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $231k 481.00 479.20
Nuveen Build Amer Bd (NBB) 0.1 $227k 15k 15.66
Nuveen Insured Tax-Free Adv Munici (NEA) 0.1 $223k 20k 11.23
Unilever Spon Adr New (UL) 0.1 $222k 3.9k 56.97
Parker-Hannifin Corporation (PH) 0.1 $220k 246.00 895.86
Genuine Parts Company (GPC) 0.1 $216k 2.0k 105.75
Spdr Gold Tr Gold Shs (GLD) 0.1 $215k 500.00 430.29
Xcel Energy (XEL) 0.1 $212k 2.7k 79.44
Becton, Dickinson and (BDX) 0.1 $209k 1.3k 157.23
Ishares Tr Msci Intl Moment (IMTM) 0.1 $208k 4.3k 48.02
Oneok (OKE) 0.1 $202k 2.2k 90.39
Otis Worldwide Corp (OTIS) 0.1 $201k 2.6k 77.09