Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Kuhn & Co Investment Counsel (CIK 2011958) reported $155.3M across 142 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: FNDF ($6.8M, 4.39%), VTV ($6.7M, 4.33%), CGGR ($5.3M, 3.44%), VUG ($5.3M, 3.43%), NVDA ($5.1M, 3.25%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | FNDF | SCHWAB STRATEGIC TR | $6.8M | 4.39% | 139,236 | Added |
| 2 | VTV | VANGUARD INDEX FDS | $6.7M | 4.33% | 34,271 | Added |
| 3 | CGGR | CAPITAL GROUP GROWTH ETF | $5.3M | 3.44% | 132,701 | Added |
| 4 | VUG | VANGUARD INDEX FDS | $5.3M | 3.43% | 12,178 | Added |
| 5 | NVDA | NVIDIA CORPORATION | $5.1M | 3.25% | 28,959 | Added |
| 6 | AAPL | APPLE INC | $5.0M | 3.23% | 19,756 | Added |
| 7 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $4.1M | 2.62% | 95,758 | Added |
| 8 | LRCX | LAM RESEARCH CORP | $3.8M | 2.44% | 17,725 | Trimmed |
| 9 | WFC | WELLS FARGO & CO | $3.6M | 2.30% | 44,942 | Hold |
| 10 | SPYG | SPDR SERIES TRUST | $3.0M | 1.93% | 30,676 | Added |
| 11 | LLY | ELI LILLY & CO | $3.0M | 1.91% | 3,221 | Added |
| 12 | MODL | VICTORY PORTFOLIOS II | $2.8M | 1.79% | 62,043 | Added |
| 13 | AMZN | AMAZON COM INC | $2.8M | 1.78% | 13,301 | Added |
| 14 | VTEB | VANGUARD MUN BD FDS | $2.7M | 1.76% | 54,789 | Added |
| 15 | BIV | VANGUARD BD INDEX FDS | $2.6M | 1.68% | 33,793 | Added |
| 16 | VYM | VANGUARD WHITEHALL FDS | $2.6M | 1.67% | 17,498 | Trimmed |
| 17 | VCSH | VANGUARD SCOTTSDALE FDS | $2.5M | 1.59% | 31,060 | Added |
| 18 | FBND | FIDELITY MERRIMACK STR TR | $2.4M | 1.52% | 51,897 | Added |
| 19 | VGSH | VANGUARD SCOTTSDALE FDS | $2.2M | 1.39% | 36,958 | Added |
| 20 | VYMI | VANGUARD WHITEHALL FDS | $2.0M | 1.29% | 21,294 | Trimmed |
| 21 | GS | GOLDMAN SACHS GROUP INC | $2.0M | 1.27% | 2,323 | Hold |
| 22 | GOOGL | ALPHABET INC | $2.0M | 1.27% | 6,844 | Added |
| 23 | V | VISA INC | $1.9M | 1.21% | 6,238 | Added |
| 24 | NEE | NEXTERA ENERGY INC | $1.8M | 1.15% | 19,254 | Hold |
| 25 | FSMD | FIDELITY COVINGTON TRUST | $1.7M | 1.12% | 38,916 | Added |
Source: SEC Form 13F filings · as of 2026-03-31