StockDriftsStockDriftsTop 50 Kuhn & Co Investment Counsel Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| FNDF | SCHWAB STRATEGIC TR | 4.39% | 139.2K | $6.8M | +5.52%(+7.29K) | $34.22(+56.72%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 4.33% | 34.3K | $6.7M | +17.81%(+5.18K) | $162.42(+28.69%) | 2026-03-31 | |
| CGGR | CAPITAL GROUP GROWTH ETF | 3.44% | 132.7K | $5.3M | +8.39%(+10.27K) | $30.56(+52.67%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 3.43% | 12.2K | $5.3M | +18.42%(+1.89K) | $61.23(+44.53%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 3.25% | 29.0K | $5.1M | +0.05%(+15) | $49.86(+372.77%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.23% | 19.8K | $5.0M | +1.30%(+253) | $201.72(+47.83%) | 2026-03-31 | |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 2.62% | 95.8K | $4.1M | +11.11%(+9.58K) | $33.64(+43.84%) | 2026-03-31 | |
| LRCX | LAM RESEARCH CORP | 2.44% | 17.7K | $3.8M | -7.64%(-1.47K) | $70.82(+322.43%) | 2026-03-31 | |
| WFC | WELLS FARGO & CO | 2.3% | 44.9K | $3.6M | +0.00%(+0) | $45.08(+63.70%) | 2026-03-31 | |
| SPYG | SPDR SERIES TRUST | 1.93% | 30.7K | $3.0M | +16.31%(+4.30K) | $75.91(+58.44%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +21.08% | +77.52% |
| Top 20 Holdings Unweighted | +19.56% | +70.92% |
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