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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 $155,251,376
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 SCHD 139,236 $6,812,815 4.39%
2.
Vanguard Index Fds - VALUE ETF
 34,271 $6,723,887 4.33%
3.
Capital Group Growth Etf
 132,701 $5,333,254 3.44%
4.
Vanguard Index Fds - GROWTH ETF
 12,178 $5,319,435 3.43%
5.
Nvidia Corp
 NVDA 28,959 $5,050,456 3.25%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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