Kuhn & Co Investment Counsel: 13F holdings
CIK 20119582026Q2
| Positions | 149 |
|---|
| Reported value | $173.0m |
|---|
| Filed | 2026-07-31 |
|---|
Change since last quarter
| Positions | 149 (+7 vs prior quarter) |
|---|
| Reported value | $173.0m (+11.5%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VTV VANGUARD INDEX FDS | 35,081 | $7.6m | 4.4% |
| EWU SCHWAB STRATEGIC TR | 139,213 | $7.3m | 4.2% |
| VUG VANGUARD INDEX FDS | 74,024 | $6.4m | 3.7% |
| LRCX LAM RESEARCH CORP | 14,448 | $6.3m | 3.6% |
| CGGR CAPITAL GROUP GROWTH ETF | 128,639 | $6.1m | 3.5% |
| AAPL APPLE INC | 19,974 | $5.8m | 3.3% |
| NVDA NVIDIA CORPORATION | 26,925 | $5.4m | 3.1% |
| CGDV CAPITAL GROUP DIVIDEND VALUE | 94,665 | $4.7m | 2.7% |
| LLY ELI LILLY & CO | 3,238 | $3.9m | 2.2% |
| WFC WELLS FARGO & CO | 45,002 | $3.7m | 2.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2011958")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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