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Home > Institutional Investor > Kuhn & Co Investment Counsel > Profile

Instuitional Investor - Kuhn & Co Investment Counsel

Fund Profile
Filing Period:
Fund Name: Kuhn & Co Investment Counsel
Portfolio Value $118,625,550
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 127,113 $4,593,861 3.87%
2.
Apple Inc.
 AAPL 19,645 $4,363,800 3.68%
3.
Capital Group Growth Etf
 110,091 $3,770,617 3.18%
4.
Vanguard Index Fds - VALUE ETF
 20,810 $3,594,724 3.03%
5.
Nvidia Corp
 NVDA 32,359 $3,507,070 2.96%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)