Fund HoldingsKuhn & Co Investment Counsel

Total Portfolio Value
$155.25M
Total Bought
$13.85M
Total Sold
$2.01M
Net Transaction
+$11.84M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
VANGUARD INDEX FDS29,09034,271+5,1815,5566,7244.33%+1,168
SCHWAB STRATEGIC TR131,947139,236+7,2895,9656,8134.39%+847
VANGUARD BD INDEX FDS23,91333,793+9,8801,8622,6081.68%+746
INVESCO ACTVELY MNGD ETC FD
OPTIMUM YIELD
84,30495,540+11,2361,1171,6551.07%+538
PHILLIPS 66(PSX)4,9946,294+1,3006441,1470.74%+502
LAM RESEARCH CORP(LRCX)19,19117,725-1,4663,2853,7872.44%+502
VANGUARD MUN BD FDS46,73754,789+8,0522,3502,7331.76%+383
FIDELITY COVINGTON TRUST31,58438,916+7,3321,3941,7401.12%+347
EXXON MOBIL CORP6,0006,121+1217221,0380.67%+316
FIDELITY MERRIMACK STR TR44,62351,897+7,2742,0542,3681.52%+313
CAPITAL GROUP DIVIDEND VALUE
SHS CREAT UNIT
86,18295,758+9,5763,7614,0742.62%+313
VANGUARD INDEX FDS10,28412,178+1,8945,0175,3193.43%+302
CAPITAL GROUP INTL FOCUS EQT
SHS CREAT UNIT
37,38446,218+8,8341,1051,3630.88%+258
CHENIERE ENERGY INC(LNG)0882+88202500.16%+250
NEXTERA ENERGY INC(NEE)19,25419,25401,5461,7881.15%+243
LINDE PLC(LIN)03,423+3,42301,6971.09%+1,697
NUVEEN QUALITY MUNCP INCOME(NAD)99,904124,805+24,9011,2011,4350.92%+234
CHEVRON CORPORATION(CVX)2,2662,765+4993455720.37%+227
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
28,06731,060+2,9932,2382,4621.59%+224
JOHNSON & JOHNSON(JNJ)5,5295,564+351,1441,3600.88%+216
SPDR GOLD TR(GLD)0500+50002150.14%+215
XCEL ENERGY INC(XEL)02,662+2,66202110.14%+211
ISHARES TR
MSCI INTL MOMENT
04,326+4,32602080.13%+208
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
036,958+36,95802,1641.39%+2,164
ONEOK INC NEW(OKE)02,230+2,23002020.13%+202
AMERICAN CENTY ETF TR9,55311,604+2,0517369350.60%+199
SPDR SERIES TRUST
ST STR P500GRW
26,37430,676+4,3022,8143,0031.93%+189
CONOCOPHILLIPS(COP)3,9433,94303695210.34%+151
J P MORGAN EXCHANGE TRADED F
ULTRA SHT MUNCPL
16,33419,188+2,8548329780.63%+146
WALMART INC(WMT)8,6348,778+1449621,0910.70%+129
SCHWAB STRATEGIC TR41,86845,507+3,6391,1391,2670.82%+128
PIMCO ETF TR
INTER MUN BD ACT
25,52127,942+2,4211,3381,4580.94%+121
AMERICAN ELEC PWR CO INC6,5686,663+957578730.56%+116
PINNACLE WEST CAP CORP(PNW)08,596+8,59608660.56%+866
SOUTHERN CO(SO)010,981+10,98101,0600.68%+1,060
WW GRAINGER INC(GWW)1,0981,108+101,1081,2090.78%+101
NORTHROP GRUMMAN CORP(NOC)0852+85205810.37%+581
HONEYWELL INTL INC(HON)2,8472,84705556440.41%+88
VICTORY PORTFOLIOS II
VICT WES U S ETF
56,50262,043+5,5412,6852,7731.79%+88
PEPSICO INC(PEP)6,6386,686+489531,0380.67%+86
RTX CORPORATION(RTX)8,8208,82001,6181,7011.10%+84
PIMCO ETF TR
SHTRM MUN BD ACT
15,13216,715+1,5837638430.54%+80
VANGUARD WHITEHALL FDS21,41021,294-1161,9272,0071.29%+80
ARISTA NETWORKS INC(ANET)02,311+2,31102840.18%+284
DUKE ENERGY CORP NEW(DUK)05,680+5,68007440.48%+744
VANGUARD WHITEHALL FDS17,53717,498-392,5172,5911.67%+75
ILLINOIS TOOL WKS INC(ITW)04,402+4,40201,1460.74%+1,146
AMGEN INC(AMGN)2,7682,76809069740.63%+68
PFIZER INC(PFE)015,215+15,21504270.28%+427
KINDER MORGAN INC DEL(KMI)09,266+9,26603110.20%+311
MICRON TECHNOLOGY INC(MU)1,0091,00902883410.22%+53
J P MORGAN EXCHANGE TRADED F
CORE PLUS BD ETF
020,616+20,61609710.63%+971
VANGUARD INDEX FDS4,0904,184+941,0551,0960.71%+41
ANALOG DEVICES INC(ADI)84384302292680.17%+40
COCA COLA CO(KO)4,6594,749+903263610.23%+35
MERCK & CO INC(MRK)2,1722,189+172292630.17%+35
SCHWAB STRATEGIC TR33,68435,086+1,4028218520.55%+31
MICROCHIP TECHNOLOGY INC.(MCHP)5,1575,482+3253293540.23%+26
STARBUCKS CORP(SBUX)04,168+4,16803730.24%+373
PPL CORP(PPL)07,000+7,00002670.17%+267
CME GROUP INC(CME)861865+42352550.16%+20
T-MOBILE US INC(TMUS)02,589+2,58905440.35%+544
PROCTER & GAMBLE CO(PG)06,446+6,44609310.60%+931
FIRST BUSEY CORP(BUSE)10,01810,01802382530.16%+15
CISCO SYS INC(CSCO)6,8606,992+1325285430.35%+14
SNAP ON INC(SNA)0692+69202510.16%+251
MCDONALDS CORP(MCD)2,5542,55407817940.51%+13
PHILIP MORRIS INTL INC(PM)2,1312,136+53423530.23%+11
ECOLAB INC(ECL)01,752+1,75204660.30%+466
WASTE MGMT INC DEL(WM)01,270+1,27002920.19%+292
BERKSHIRE HATHAWAY INC DEL450481+312262300.15%+4
PARKER-HANNIFIN CORP(PH)24624602162200.14%+4
HCA HEALTHCARE INC(HCA)59659602782820.18%+4
WISDOMTREE TR(WT)2,7252,72502402430.16%+3
HOME DEPOT INC(HD)0726+72602390.15%+239
LAMAR ADVERTISING CO(LAMR)5,5005,50006966970.45%0
J P MORGAN EXCHANGE TRADED F
ACTIVE VALUE ETF
11,79511,79508468460.55%0
NUVEEN TAXABLE MUNICPAL INM014,512+14,51202270.15%+227
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
5,4005,40003093060.20%-3
NETFLIX INC.(NFLX)06,620+6,62006370.41%+637
BLACKROCK ETF TRUST II23,72023,72005275220.34%-5
NUVEEN AMT FREE QLTY MUN INC19,88219,88202312230.14%-8
KEYCORP(KEY)13,62013,62002812730.18%-8
BROADCOM INC(AVGO)1,8001,984+1846236140.40%-9
INVESCO ACTIVELY MANAGED EXC
TOTAL RETURN
015,663+15,66307330.47%+733
VANGUARD INDEX FDS425427+22662550.16%-11
VANGUARD INDEX FDS3,7543,75401,0891,0780.69%-11
VANGUARD SCOTTSDALE FDS
VNG RUS2000GRW
1,6901,69003993870.25%-12
AMERICAN TOWER CORP(AMT)03,950+3,95006820.44%+682
INVESCO QQQ TR431433+22652500.16%-15
SELECT SECTOR SPDR TR
ST STR CARE ETF
2,0732,07303213040.20%-17
CORPAY INC(CPAY)1,8001,80005425240.34%-18
ISHARES TR2,0552,05502532320.15%-21
BOEING CO(BA)1,6841,712+283663410.22%-25
SCHWAB CHARLES CORP(SCHW)4,3964,39604394130.27%-26
OTIS WORLDWIDE CORP(OTIS)2,6092,60902282010.13%-27
STATE STR SPDR S&P 500 ETF T(SPY)01,162+1,16207560.49%+756
SELECT SECTOR SPDR TR
ST STR TECHN ETF
4,2884,411+1236175860.38%-31
UNILEVER PLC(UL)3,9003,90002552220.14%-33
GENUINE PARTS CO(GPC)02,043+2,04302160.14%+216
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