Kuhn & CO Investment Counsel Portfolio Holdings

Kuhn & CO Investment Counsel

  • $126 Billion
  • Q3 2025

Kuhn & CO Investment Counsel has filed its 13F form on October 28, 2025 for Q3 2025 where it was disclosed a total value porftolio of $126 Billion distributed in 126 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Fundamental Intl Large with a value of $5.51B, Nvidia Corp with a value of $5.46B, Capital Group Growth ETF Shs C with a value of $5.06B, Vanguard Value ETF with a value of $4.87B, and Apple Inc. with a value of $3.84B.

Examining the 13F form we can see an decrease of $5.93B in the current position value, from $132B to 126B.

Kuhn & CO Investment Counsel is based out at Chicago, IL

Below you can find more details about Kuhn & CO Investment Counsel portfolio as well as his latest detailed transactions.

Portfolio value $126 Billion
ETFs: $54 Billion
Technology: $16.8 Billion
Industrials: $8.39 Billion
Healthcare: $8.27 Billion
Financial Services: $7.68 Billion
Utilities: $5.4 Billion
Consumer Cyclical: $4.47 Billion
Communication Services: $4.44 Billion
Other: $7.26 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$9.99B
$771 Million 0.61% of portfolio
8,596
Q3 2024 Reduced 1.72%
$224B
$769 Million 0.61% of portfolio
2,531
Q3 2025 Reduced 48.3%
$84B
$740 Million 0.59% of portfolio
3,850
Q3 2025 Reduced 0.44%
$0
$744 Million 0.59% of portfolio
15,663
Q1 2025 Reduced 3.01%
$1.09B
$727 Million 0.58% of portfolio
21,650
Q3 2025 Reduced 15.59%
$62.3B
$738 Million 0.58% of portfolio
6,558
Q3 2025 Reduced 0.15%
Blackrock Inc
-
$717 Million 0.57% of portfolio
-
Q3 2025 Reduced 0.49%
$0
$712 Million 0.56% of portfolio
17,280
Q3 2025 Added 71.0%
$40.4B
$707 Million 0.56% of portfolio
5,578
Q2 2024 Reduced 0.45%
$96.4B
$699 Million 0.55% of portfolio
5,645
Q3 2025 Reduced 0.55%
$0
$684 Million 0.54% of portfolio
13,398
Q3 2025 Reduced 18.16%
$0
$668 Million 0.53% of portfolio
8,894
Q3 2025 Added 6.95%
$11.3B
$673 Million 0.53% of portfolio
5,500
Q4 2023 New
$132B
$658 Million 0.52% of portfolio
2,666
Q3 2025 Reduced 0.49%
$1.37T
$654 Million 0.52% of portfolio
891
Q3 2025 Reduced 39.8%
$151B
$640 Million 0.51% of portfolio
1,814
Q3 2025 Added 0.78%
Fidelity Covington Trust
-
$632 Million 0.5% of portfolio
-
Q2 2025 Added 2.88%
$62.7B
$628 Million 0.5% of portfolio
7,625
Q4 2023 New
$269B
$618 Million 0.49% of portfolio
2,583
Q3 2025 Reduced 0.12%
$0
$585 Million 0.46% of portfolio
23,481
Q3 2025 Reduced 28.16%
$85.9B
$581 Million 0.46% of portfolio
2,630
Q3 2025 Reduced 0.6%
$237B
$579 Million 0.46% of portfolio
2,445
Q3 2025 Reduced 0.89%
$266B
$558 Million 0.44% of portfolio
1,976
Q3 2025 Reduced 0.8%
$132B
$553 Million 0.44% of portfolio
2,625
Q3 2025 Reduced 1.24%
$136B
$532 Million 0.42% of portfolio
1,440
Q3 2025 Reduced 0.96%
$86.7B
$514 Million 0.41% of portfolio
843
Q3 2025 Reduced 0.82%
$68.5B
$515 Million 0.41% of portfolio
3,785
Q3 2025 Reduced 22.8%
Corpay Inc
-
$519 Million 0.41% of portfolio
-
Q1 2024 New
$881B
$516 Million 0.41% of portfolio
1,637
Q3 2025 Reduced 41.45%
$17.5B
$510 Million 0.4% of portfolio
1,471
Q2 2025 Reduced 3.92%
$73.7B
$479 Million 0.38% of portfolio
1,750
Q3 2025 Reduced 0.11%
$111B
$471 Million 0.37% of portfolio
1,430
Q3 2025 Reduced 6.72%
$16.4B
$468 Million 0.37% of portfolio
7,000
Q3 2025 Reduced 0.13%
$139B
$458 Million 0.36% of portfolio
1,388
Q3 2025 New
$0
$450 Million 0.36% of portfolio
20,122
Q3 2025 Added 25.98%
$181B
$441 Million 0.35% of portfolio
4,498
Q2 2025 Reduced 0.22%
$319B
$426 Million 0.34% of portfolio
6,220
Q3 2025 Reduced 13.25%
-
$424 Million 0.34% of portfolio
-
Q3 2025 Reduced 5.87%
$41B
$413 Million 0.33% of portfolio
2,175
Q4 2023 New
$115B
$393 Million 0.31% of portfolio
801
Q2 2025 Reduced 30.1%
$22.7B
$384 Million 0.3% of portfolio
1,282
Q2 2025 Reduced 2.29%
$141B
$369 Million 0.29% of portfolio
14,470
Q3 2025 Reduced 2.23%
$114B
$356 Million 0.28% of portfolio
1,650
Q3 2025 Reduced 0.24%
$97.3B
$351 Million 0.28% of portfolio
4,148
Q3 2025 Reduced 0.43%
$182B
$352 Million 0.28% of portfolio
516
Q3 2025 Reduced 0.77%
$47.7B
$337 Million 0.27% of portfolio
675
Q3 2024 Reduced 2.17%
$237B
$341 Million 0.27% of portfolio
2,100
Q3 2025 Reduced 1.45%
$78.2B
$323 Million 0.26% of portfolio
1,000
Q4 2024 Reduced 0.6%
$29.5B
$316 Million 0.25% of portfolio
4,916
Q3 2025 Reduced 55.31%

Summary

  • Portfolio
  • No. of Stocks 126
  • Current Value $126 Billion
  • Prior Value $132 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 28, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 5 stocks
  • Additional Purchases 20 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 73 stocks
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