Filed: 10/28/2025ACC: 0001172661-25-004454
📋 What this filing means
KUHN & CO INVESTMENT COUNSEL filed this quarterly 13F‑HR report disclosing 126 equity positions with a total reported market value of $126.39M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
126
Positions
$126.39M
Total AUM (reported)
1.60M
Total Shares
Allocation by class
COM$53.67M42.5%
SHS CREATION UNI$9.26M7.3%
FUNDAMENTAL INTL$5.51M4.4%
VALUE ETF$4.87M3.9%
GROWTH ETF$3.67M2.9%
COM NEW$3.26M2.6%
PRTFLO S&P500 GW$2.53M2.0%
Portfolio Concentration
Top 3$16.02M12.7%
4–10$23.23M18.4%
11–25$28.01M22.2%
Rest$59.12M46.8%
Top 3 weight
12.7%
Top 10 weight
31.1%
Voting Authority Distribution
Total shares with voting rights: 1.60M
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
1.60M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole126
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings126
Rows:
SCHWAB STRATEGIC TR
SOLEShares128.15K
TypeSH
Market value$5.51M
4.36%
Sole
0.00
Shared
0.00
None
128.15K
NVIDIA CORPORATION
SOLEShares29.26K
TypeSH
Market value$5.46M
4.32%
Sole
0.00
Shared
0.00
None
29.26K
CAPITAL GROUP GROWTH ETF
SOLEShares115.15K
TypeSH
Market value$5.06M
4.00%
Sole
0.00
Shared
0.00
None
115.15K
VANGUARD INDEX FDS
SOLEShares26.10K
TypeSH
Market value$4.87M
3.85%
Sole
0.00
Shared
0.00
None
26.10K
APPLE INC
SOLEShares15.07K
TypeSH
Market value$3.84M
3.04%
Sole
0.00
Shared
0.00
None
15.07K
VANGUARD INDEX FDS
SOLEShares7.64K
TypeSH
Market value$3.67M
2.90%
Sole
0.00
Shared
0.00
None
7.64K
CAPITAL GROUP DIVIDEND VALUE
SOLEShares75.95K
TypeSH
Market value$3.19M
2.53%
Sole
0.00
Shared
0.00
None
75.95K
AMAZON COM INC
SOLEShares11.71K
TypeSH
Market value$2.57M
2.03%
Sole
0.00
Shared
0.00
None
11.71K
LAM RESEARCH CORP
SOLEShares19.13K
TypeSH
Market value$2.56M
2.03%
Sole
0.00
Shared
0.00
None
19.13K
SPDR SERIES TRUST
SOLEShares24.23K
TypeSH
Market value$2.53M
2.00%
Sole
0.00
Shared
0.00
None
24.23K
ELI LILLY & CO
SOLEShares3.30K
TypeSH
Market value$2.52M
1.99%
Sole
0.00
Shared
0.00
None
3.30K
VICTORY PORTFOLIOS II
SOLEShares51.49K
TypeSH
Market value$2.38M
1.88%
Sole
0.00
Shared
0.00
None
51.49K
VANGUARD SCOTTSDALE FDS
SOLEShares27.18K
TypeSH
Market value$2.17M
1.72%
Sole
0.00
Shared
0.00
None
27.18K
VISA INC
SOLEShares6.06K
TypeSH
Market value$2.07M
1.64%
Sole
0.00
Shared
0.00
None
6.06K
FIDELITY MERRIMACK STR TR
SOLEShares42.52K
TypeSH
Market value$1.97M
1.56%
Sole
0.00
Shared
0.00
None
42.52K
VANGUARD MUN BD FDS
SOLEShares39.23K
TypeSH
Market value$1.96M
1.55%
Sole
0.00
Shared
0.00
None
39.23K
VANGUARD SCOTTSDALE FDS
SOLEShares33.26K
TypeSH
Market value$1.96M
1.55%
Sole
0.00
Shared
0.00
None
33.26K
GOLDMAN SACHS GROUP INC
SOLEShares2.40K
TypeSH
Market value$1.91M
1.51%
Sole
0.00
Shared
0.00
None
2.40K
VANGUARD WHITEHALL FDS
SOLEShares20.73K
TypeSH
Market value$1.76M
1.39%
Sole
0.00
Shared
0.00
None
20.73K
MICROSOFT CORP
SOLEShares3.27K
TypeSH
Market value$1.69M
1.34%
Sole
0.00
Shared
0.00
None
3.27K
VANGUARD BD INDEX FDS
SOLEShares20.98K
TypeSH
Market value$1.64M
1.30%
Sole
0.00
Shared
0.00
None
20.98K
LINDE PLC
SOLEShares3.41K
TypeSH
Market value$1.62M
1.28%
Sole
0.00
Shared
0.00
None
3.41K
NEW YORK LIFE INVTS ACTIVE E
SOLEShares61.64K
TypeSH
Market value$1.50M
1.19%
Sole
0.00
Shared
0.00
None
61.64K
RTX CORPORATION
SOLEShares8.61K
TypeSH
Market value$1.44M
1.14%
Sole
0.00
Shared
0.00
None
8.61K
NEXTERA ENERGY INC
SOLEShares18.89K
TypeSH
Market value$1.43M
1.13%
Sole
0.00
Shared
0.00
None
18.89K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SCHWAB STRATEGIC TRSOLE | FUNDAMENTAL INTL | 128.15K | SH | $5.51M 4.36% | 0.00 | 0.00 | 128.15K |
NVIDIA CORPORATIONSOLE | COM | 29.26K | SH | $5.46M 4.32% | 0.00 | 0.00 | 29.26K |
CAPITAL GROUP GROWTH ETFSOLE | SHS CREATION UNI | 115.15K | SH | $5.06M 4.00% | 0.00 | 0.00 | 115.15K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 26.10K | SH | $4.87M 3.85% | 0.00 | 0.00 | 26.10K |
APPLE INCSOLE | COM | 15.07K | SH | $3.84M 3.04% | 0.00 | 0.00 | 15.07K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 7.64K | SH | $3.67M 2.90% | 0.00 | 0.00 | 7.64K |
CAPITAL GROUP DIVIDEND VALUESOLE | SHS CREATION UNI | 75.95K | SH | $3.19M 2.53% | 0.00 | 0.00 | 75.95K |
AMAZON COM INCSOLE | COM | 11.71K | SH | $2.57M 2.03% | 0.00 | 0.00 | 11.71K |
LAM RESEARCH CORPSOLE | COM NEW | 19.13K | SH | $2.56M 2.03% | 0.00 | 0.00 | 19.13K |
SPDR SERIES TRUSTSOLE | PRTFLO S&P500 GW | 24.23K | SH | $2.53M 2.00% | 0.00 | 0.00 | 24.23K |
ELI LILLY & COSOLE | COM | 3.30K | SH | $2.52M 1.99% | 0.00 | 0.00 | 3.30K |
VICTORY PORTFOLIOS IISOLE | VICTORYSHARES WE | 51.49K | SH | $2.38M 1.88% | 0.00 | 0.00 | 51.49K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 27.18K | SH | $2.17M 1.72% | 0.00 | 0.00 | 27.18K |
VISA INCSOLE | COM CL A | 6.06K | SH | $2.07M 1.64% | 0.00 | 0.00 | 6.06K |
FIDELITY MERRIMACK STR TRSOLE | TOTAL BD ETF | 42.52K | SH | $1.97M 1.56% | 0.00 | 0.00 | 42.52K |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 39.23K | SH | $1.96M 1.55% | 0.00 | 0.00 | 39.23K |
VANGUARD SCOTTSDALE FDSSOLE | SHORT TERM TREAS | 33.26K | SH | $1.96M 1.55% | 0.00 | 0.00 | 33.26K |
GOLDMAN SACHS GROUP INCSOLE | COM | 2.40K | SH | $1.91M 1.51% | 0.00 | 0.00 | 2.40K |
VANGUARD WHITEHALL FDSSOLE | INTL HIGH ETF | 20.73K | SH | $1.76M 1.39% | 0.00 | 0.00 | 20.73K |
MICROSOFT CORPSOLE | COM | 3.27K | SH | $1.69M 1.34% | 0.00 | 0.00 | 3.27K |
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 20.98K | SH | $1.64M 1.30% | 0.00 | 0.00 | 20.98K |
LINDE PLCSOLE | SHS | 3.41K | SH | $1.62M 1.28% | 0.00 | 0.00 | 3.41K |
NEW YORK LIFE INVTS ACTIVE ESOLE | NYLI MACKAY MUN | 61.64K | SH | $1.50M 1.19% | 0.00 | 0.00 | 61.64K |
RTX CORPORATIONSOLE | COM | 8.61K | SH | $1.44M 1.14% | 0.00 | 0.00 | 8.61K |
NEXTERA ENERGY INCSOLE | COM | 18.89K | SH | $1.43M 1.13% | 0.00 | 0.00 | 18.89K |
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