Kuhn & Co Investment Counsel - Portfolio overview

Kuhn & Co Investment Counsel has 150 reported holdings in this dataset, with the latest filing dated 2026-05-12.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. FNDF - SCHWAB STRATEGIC TR, 4.33%
2. VTV - VANGUARD INDEX FDS, 4.28%
3. CGGR - CAPITAL GROUP GROWTH ETF, 3.39%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.