StockDriftsStockDriftsTop 50 Kuhn & Co Investment Counsel Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTV | VANGUARD INDEX FDS | 4.42% | 35.1K | $7.6M | +2.36%(+810) | $163.41(+38.18%) | 2026-06-30 | |
| FNDF | SCHWAB STRATEGIC TR | 4.24% | 139.2K | $7.3M | -0.02%(-23) | $34.22(+61.57%) | 2026-06-30 | |
| VUG | VANGUARD INDEX FDS | 3.68% | 74.0K | $6.4M | +1.31%(+956) | $61.44(+44.95%) | 2026-06-30 | |
| LRCX | LAM RESEARCH CORP | 3.62% | 14.4K | $6.3M | -18.49%(-3.28K) | $70.82(+343.99%) | 2026-06-30 | |
| CGGR | CAPITAL GROUP GROWTH ETF | 3.51% | 128.6K | $6.1M | -3.06%(-4.06K) | $30.56(+53.97%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.34% | 20.0K | $5.8M | +1.10%(+218) | $202.45(+51.48%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 3.11% | 26.9K | $5.4M | -7.02%(-2.03K) | $49.86(+342.12%) | 2026-06-30 | |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 2.7% | 94.7K | $4.7M | -1.14%(-1.09K) | $33.64(+52.53%) | 2026-06-30 | |
| LLY | ELI LILLY & CO | 2.24% | 3.2K | $3.9M | +0.53%(+17) | $565.26(+117.40%) | 2026-06-30 | |
| WFC | WELLS FARGO & CO | 2.15% | 45.0K | $3.7M | +0.13%(+60) | $45.12(+95.32%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +63.71% |
| Top 20 Holdings Unweighted | — | — | — | — | +57.79% |
Kuhn & Co Investment Counsel reports $173.04M in US-listed equity holdings across 149 positions in its most recent 13F filing. Its largest disclosed positions are VTV (4.4%), FNDF (4.2%) and VUG (3.7%). The top 20 holdings account for 48.98% of reported assets. Its disclosed equity book has returned +63.71% cumulatively over 10 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Kuhn & Co Investment Counsel’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2011958). View Kuhn & Co Investment Counsel’s 13F filings on SEC