Institutional Fund
Kuhn & Co Investment Counsel
Chicago, ILCIK 20119585 filings on record
Portfolio Value
$155.25M
Q1 2026
Holdings
142
Reported positions
New Buys
5
Opened this quarter
QoQ Change
+3.5%
from $150.06M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Schwab Strategic Tr4.4%
- Vanguard Index Fds4.3%
- Capital Group Growth ETF3.4%
- Vanguard Index Fds3.4%
- Nvidia Corporation3.3%
- Apple Inc3.2%
- Other77.9%
Portfolio Holdings
142 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic Tr | 139.2K | $6.81M | 4.4% | +7.3K | Added |
| 2 | Vanguard Index Fds | 34.3K | $6.72M | 4.3% | +5.2K | Added |
| 3 | Capital Group Growth ETF | 132.7K | $5.33M | 3.4% | +10.3K | Added |
| 4 | Vanguard Index Fds | 12.2K | $5.32M | 3.4% | +1.9K | Added |
| 5 | Nvidia Corporation | 29.0K | $5.05M | 3.3% | +15 | Added |
| 6 | Apple Inc | 19.8K | $5.01M | 3.2% | +253 | Added |
| 7 | Capital Group Dividend Value | 95.8K | $4.07M | 2.6% | +9.6K | Added |
| 8 | Lam Research Corp | 17.7K | $3.79M | 2.4% | −1.5K | Reduced |
| 9 | Wells Fargo Co New | 44.9K | $3.58M | 2.3% | 0 | Held |
| 10 | Spdr Series Trust | 30.7K | $3.00M | 1.9% | +4.3K | Added |
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