Filed: 8/13/2025ACC: 0001172661-25-003099
📋 What this filing means
KUHN & CO INVESTMENT COUNSEL filed this quarterly 13F‑HR report disclosing 132 equity positions with a total reported market value of $132.31M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
132
Positions
$132.31M
Total AUM (reported)
1.67M
Total Shares
Allocation by class
COM$59.44M44.9%
SHS CREATION UNI$8.85M6.7%
FUNDAMENTAL INTL$5.14M3.9%
GROWTH ETF$4.34M3.3%
VALUE ETF$4.31M3.3%
COM NEW$2.77M2.1%
CL A$2.56M1.9%
Portfolio Concentration
Top 3$14.78M11.2%
4–10$24.79M18.7%
11–25$28.54M21.6%
Rest$64.19M48.5%
Top 3 weight
11.2%
Top 10 weight
29.9%
Voting Authority Distribution
Total shares with voting rights: 1.67M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.67M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole132
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings132
Rows:
SCHWAB STRATEGIC TR
SOLEShares128.46K
TypeSH
Market value$5.14M
3.89%
Sole
0.00
Shared
0.00
None
128.46K
CAPITAL GROUP GROWTH ETF
SOLEShares122.74K
TypeSH
Market value$4.99M
3.77%
Sole
0.00
Shared
0.00
None
122.74K
NVIDIA CORPORATION
SOLEShares29.45K
TypeSH
Market value$4.65M
3.52%
Sole
0.00
Shared
0.00
None
29.45K
VANGUARD INDEX FDS
SOLEShares9.91K
TypeSH
Market value$4.34M
3.28%
Sole
0.00
Shared
0.00
None
9.91K
VANGUARD INDEX FDS
SOLEShares24.41K
TypeSH
Market value$4.31M
3.26%
Sole
0.00
Shared
0.00
None
24.41K
APPLE INC
SOLEShares19.73K
TypeSH
Market value$4.05M
3.06%
Sole
0.00
Shared
0.00
None
19.73K
WELLS FARGO CO NEW
SOLEShares44.94K
TypeSH
Market value$3.60M
2.72%
Sole
0.00
Shared
0.00
None
44.94K
CAPITAL GROUP DIVIDEND VALUE
SOLEShares77.24K
TypeSH
Market value$3.05M
2.31%
Sole
0.00
Shared
0.00
None
77.24K
AMAZON COM INC
SOLEShares12.90K
TypeSH
Market value$2.83M
2.14%
Sole
0.00
Shared
0.00
None
12.90K
ELI LILLY & CO
SOLEShares3.35K
TypeSH
Market value$2.61M
1.97%
Sole
0.00
Shared
0.00
None
3.35K
SPDR SERIES TRUST
SOLEShares24.05K
TypeSH
Market value$2.29M
1.73%
Sole
0.00
Shared
0.00
None
24.05K
VICTORY PORTFOLIOS II
SOLEShares52.08K
TypeSH
Market value$2.24M
1.70%
Sole
0.00
Shared
0.00
None
52.08K
VANGUARD WHITEHALL FDS
SOLEShares16.73K
TypeSH
Market value$2.23M
1.69%
Sole
0.00
Shared
0.00
None
16.73K
VANGUARD MUN BD FDS
SOLEShares45.49K
TypeSH
Market value$2.23M
1.69%
Sole
0.00
Shared
0.00
None
45.49K
VISA INC
SOLEShares6.10K
TypeSH
Market value$2.16M
1.64%
Sole
0.00
Shared
0.00
None
6.10K
LINDE PLC
SOLEShares4.28K
TypeSH
Market value$2.01M
1.52%
Sole
0.00
Shared
0.00
None
4.28K
LAM RESEARCH CORP
SOLEShares19.19K
TypeSH
Market value$1.87M
1.41%
Sole
0.00
Shared
0.00
None
19.19K
NEW YORK LIFE INVTS ACTIVE E
SOLEShares77.19K
TypeSH
Market value$1.84M
1.39%
Sole
0.00
Shared
0.00
None
77.19K
FIDELITY MERRIMACK STR TR
SOLEShares39.13K
TypeSH
Market value$1.79M
1.35%
Sole
0.00
Shared
0.00
None
39.13K
ACCENTURE PLC IRELAND
SOLEShares5.89K
TypeSH
Market value$1.76M
1.33%
Sole
0.00
Shared
0.00
None
5.89K
GOLDMAN SACHS GROUP INC
SOLEShares2.48K
TypeSH
Market value$1.76M
1.33%
Sole
0.00
Shared
0.00
None
2.48K
VANGUARD WHITEHALL FDS
SOLEShares21.23K
TypeSH
Market value$1.70M
1.29%
Sole
0.00
Shared
0.00
None
21.23K
MICROSOFT CORP
SOLEShares3.28K
TypeSH
Market value$1.63M
1.23%
Sole
0.00
Shared
0.00
None
3.28K
SPDR S&P 500 ETF TR
SOLEShares2.57K
TypeSH
Market value$1.59M
1.20%
Sole
0.00
Shared
0.00
None
2.57K
ILLINOIS TOOL WKS INC
SOLEShares5.81K
TypeSH
Market value$1.44M
1.09%
Sole
0.00
Shared
0.00
None
5.81K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SCHWAB STRATEGIC TRSOLE | FUNDAMENTAL INTL | 128.46K | SH | $5.14M 3.89% | 0.00 | 0.00 | 128.46K |
CAPITAL GROUP GROWTH ETFSOLE | SHS CREATION UNI | 122.74K | SH | $4.99M 3.77% | 0.00 | 0.00 | 122.74K |
NVIDIA CORPORATIONSOLE | COM | 29.45K | SH | $4.65M 3.52% | 0.00 | 0.00 | 29.45K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 9.91K | SH | $4.34M 3.28% | 0.00 | 0.00 | 9.91K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 24.41K | SH | $4.31M 3.26% | 0.00 | 0.00 | 24.41K |
APPLE INCSOLE | COM | 19.73K | SH | $4.05M 3.06% | 0.00 | 0.00 | 19.73K |
WELLS FARGO CO NEWSOLE | COM | 44.94K | SH | $3.60M 2.72% | 0.00 | 0.00 | 44.94K |
CAPITAL GROUP DIVIDEND VALUESOLE | SHS CREATION UNI | 77.24K | SH | $3.05M 2.31% | 0.00 | 0.00 | 77.24K |
AMAZON COM INCSOLE | COM | 12.90K | SH | $2.83M 2.14% | 0.00 | 0.00 | 12.90K |
ELI LILLY & COSOLE | COM | 3.35K | SH | $2.61M 1.97% | 0.00 | 0.00 | 3.35K |
SPDR SERIES TRUSTSOLE | PRTFLO S&P500 GW | 24.05K | SH | $2.29M 1.73% | 0.00 | 0.00 | 24.05K |
VICTORY PORTFOLIOS IISOLE | VICTORYSHARES WE | 52.08K | SH | $2.24M 1.70% | 0.00 | 0.00 | 52.08K |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 16.73K | SH | $2.23M 1.69% | 0.00 | 0.00 | 16.73K |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 45.49K | SH | $2.23M 1.69% | 0.00 | 0.00 | 45.49K |
VISA INCSOLE | COM CL A | 6.10K | SH | $2.16M 1.64% | 0.00 | 0.00 | 6.10K |
LINDE PLCSOLE | SHS | 4.28K | SH | $2.01M 1.52% | 0.00 | 0.00 | 4.28K |
LAM RESEARCH CORPSOLE | COM NEW | 19.19K | SH | $1.87M 1.41% | 0.00 | 0.00 | 19.19K |
NEW YORK LIFE INVTS ACTIVE ESOLE | NYLI MACKAY MUN | 77.19K | SH | $1.84M 1.39% | 0.00 | 0.00 | 77.19K |
FIDELITY MERRIMACK STR TRSOLE | TOTAL BD ETF | 39.13K | SH | $1.79M 1.35% | 0.00 | 0.00 | 39.13K |
ACCENTURE PLC IRELANDSOLE | SHS CLASS A | 5.89K | SH | $1.76M 1.33% | 0.00 | 0.00 | 5.89K |
GOLDMAN SACHS GROUP INCSOLE | COM | 2.48K | SH | $1.76M 1.33% | 0.00 | 0.00 | 2.48K |
VANGUARD WHITEHALL FDSSOLE | INTL HIGH ETF | 21.23K | SH | $1.70M 1.29% | 0.00 | 0.00 | 21.23K |
MICROSOFT CORPSOLE | COM | 3.28K | SH | $1.63M 1.23% | 0.00 | 0.00 | 3.28K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 2.57K | SH | $1.59M 1.20% | 0.00 | 0.00 | 2.57K |
ILLINOIS TOOL WKS INCSOLE | COM | 5.81K | SH | $1.44M 1.09% | 0.00 | 0.00 | 5.81K |
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