Kuhn & Co Investment Counsel
CIK 0002011958 · CHICAGO, IL · Quarter end: 2026-06-30 · Filed on: 2026-07-31 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$173.0M
2026 Q2
Positions
149
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
33.0%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
VTV
VANGUARD INDEX FDS
4.4%
FNDF
SCHWAB STRATEGIC TR
4.2%
VUG
VANGUARD INDEX FDS
3.7%
LRCX
LAM RESEARCH CORP
3.6%
CGGR
CAPITAL GROUP GROWTH ETF
3.5%
AAPL
APPLE INC
3.3%
NVDA
NVIDIA CORPORATION
3.1%
CGDV
CAPITAL GROUP DIVIDEND VALUE
2.7%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.