Kevin Kuhn

Kuhn & Co Investment Counsel

Assets Managed

$155.251M

Holdings

142

Last Quarter

2026 - Q1

Filed Date

1mo 22d ago

Growth Rate

3.46%(2Q avg: 11.1%)

Sustained Growth

2 quarters

Portfolio positions

This chart displays the top 10 holdings in Kuhn & Co Investment Counsel's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 142 positions.

Assets under management

The assets under management (AUM) of Kuhn & Co Investment Counsel over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 155.251M in assets, with a quarterly growth rate of 3.46% and a 2-quarter average growth rate of 11.1%. The portfolio is managed by Kevin Kuhn, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
FNDF Schwab Fndmn Intl Lrg Co Etf Recent Activity Increased 5.53%	4.39%	$6.813M 139,236 shares@ $48.93 avg price	Increased 5.53%
VTV Vanguard Value Etf Recent Activity Increased 17.82%	4.34%	$6.724M 34,271 shares@ $196.2 avg price	Increased 17.82%
CGGR Cap Group Growth Equity Recent Activity Increased 8.39%	3.44%	$5.333M 132,701 shares@ $40.2 avg price	Increased 8.39%
VUG Vanguard Growth Etf Recent Activity Increased 18.42%	3.43%	$5.319M 12,178 shares@ $436.81 avg price	Increased 18.42%
NVDA Nvidia Corp Recent Activity Increased 0.06%	3.26%	$5.05M 28,959 shares@ $174.41 avg price	Increased 0.06%
AAPL Apple Inc Recent Activity Increased 1.3%	3.23%	$5.014M 19,756 shares@ $253.8 avg price	Increased 1.3%
CGDV Cap Group Dividend Value Recent Activity Increased 11.12%	2.63%	$4.074M 95,758 shares@ $42.55 avg price	Increased 11.12%
LRCX Lam Research Corp Recent Activity Decreased -7.63%	2.44%	$3.787M 17,725 shares@ $213.67 avg price	Decreased -7.63%
WFC Wells Fargo & Co Recent Activity	2.31%	$3.578M 44,942 shares@ $79.62 avg price
SPYG Spdr Portfolio S&p 500 Growt Recent Activity Increased 16.32%	1.94%	$3.003M 30,676 shares@ $97.92 avg price	Increased 16.32%

1-10 of 142