Fund HoldingsKuhn & Co Investment Counsel

Total Portfolio Value
$150.06M
Total Bought
$31.17M
Total Sold
$7.80M
Net Transaction
+$23.36M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
WELLS FARGO CO NEW(WFC)044,942+44,94204,1892.79%+4,189
SPDR SERIES TRUST
ST STR P500GRW
026,374+26,37402,8141.88%+2,814
VANGUARD WHITEHALL FDS017,537+17,53702,5171.68%+2,517
APPLE INC(AAPL)019,503+19,50305,3023.53%+5,302
VANGUARD INDEX FDS010,284+10,28405,0173.34%+5,017
VANGUARD INDEX FDS03,754+3,75401,0890.73%+1,089
TESLA INC(TSLA)02,795+2,79501,2570.84%+1,257
ELI LILLY & CO(LLY)03,201+3,20103,4402.29%+3,440
LAM RESEARCH CORP(LRCX)19,13119,191+602,5623,2852.19%+723
EXXON MOBIL CORP06,000+6,00007220.48%+722
SPDR SERIES TRUST
ST NUVE HIGH ETF
028,181+28,18107030.47%+703
ALPHABET INC(GOOG)5,5706,564+9941,3542,0551.37%+700
VANGUARD INDEX FDS26,10429,090+2,9864,8685,5563.70%+688
SELECT SECTOR SPDR TR
ST STR TECHN ETF
04,288+4,28806170.41%+617
CAPITAL GROUP DIVIDEND VALUE
SHS CREAT UNIT
75,94786,182+10,2353,1923,7612.51%+569
SCHWAB STRATEGIC TR128,149131,947+3,7985,5055,9653.98%+460
SCHWAB CHARLES CORP(SCHW)04,396+4,39604390.29%+439
JPMORGAN CHASE & CO.(JPM)02,940+2,94009470.63%+947
AMAZON COM INC(AMZN)012,952+12,95202,9901.99%+2,990
VANGUARD SCOTTSDALE FDS
VNG RUS2000GRW
01,690+1,69003990.27%+399
CAPITAL GROUP GROWTH ETF
SHS CREAT UNIT
115,152122,434+7,2825,0575,4453.63%+387
VANGUARD MUN BD FDS046,737+46,73702,3501.57%+2,350
NUVEEN QUALITY MUNCP INCOME(NAD)69,91199,904+29,9938171,2010.80%+384
CONOCOPHILLIPS(COP)03,943+3,94303690.25%+369
META PLATFORMS INC(META)01,490+1,49009840.66%+984
SELECT SECTOR SPDR TR
ST STR CARE ETF
02,073+2,07303210.21%+321
ARK ETF TR
INNOVATION ETF
04,000+4,00003080.21%+308
VICTORY PORTFOLIOS II
VICT WES U S ETF
51,49356,502+5,0092,3802,6851.79%+305
ARK ETF TR
NEXT GNRTN INTER
02,000+2,00002950.20%+295
MICRON TECHNOLOGY INC(MU)01,009+1,00902880.19%+288
VANGUARD INDEX FDS0425+42502660.18%+266
INVESCO QQQ TR0431+43102650.18%+265
UNILEVER PLC(UL)03,900+3,90002550.17%+255
ISHARES TR02,055+2,05502530.17%+253
FIRST BUSEY CORP(BUSE)010,018+10,01802380.16%+238
CME GROUP INC(CME)0861+86102350.16%+235
MERCK & CO INC(MRK)02,172+2,17202290.15%+229
OTIS WORLDWIDE CORP(OTIS)02,609+2,60902280.15%+228
VANGUARD BD INDEX FDS20,98123,913+2,9321,6381,8621.24%+224
PARKER-HANNIFIN CORP(PH)0246+24602160.14%+216
FIDELITY COVINGTON TRUST26,79831,584+4,7861,1791,3940.93%+214
TRUIST FINL CORP(TFC)04,290+4,29002110.14%+211
THERMO FISHER SCIENTIFIC INC(TMO)0362+36202100.14%+210
RTX CORPORATION(RTX)8,6078,820+2131,4401,6181.08%+177
PIMCO ETF TR
INTER MUN BD ACT
22,25525,521+3,2661,1631,3380.89%+174
VANGUARD WHITEHALL FDS20,72721,410+6831,7551,9271.28%+172
BROADCOM INC(AVGO)1,3881,800+4124586230.42%+165
JOHNSON & JOHNSON(JNJ)5,3125,529+2179851,1440.76%+159
J P MORGAN EXCHANGE TRADED F
ULTRA SHT MUNCPL
016,334+16,33408320.55%+832
PEPSICO INC(PEP)5,8086,638+8308169530.63%+137
SCHWAB STRATEGIC TR38,16141,868+3,7071,0041,1390.76%+136
GOLDMAN SACHS GROUP INC(GS)2,4002,323-771,9112,0421.36%+131
AMGEN INC(AMGN)2,7502,768+187769060.60%+130
PHILLIPS 66(PSX)3,7854,994+1,2095156440.43%+130
NEW YORK LIFE INVTS ACTIVE E
MACKAY MUN INTER
066,849+66,84901,6261.08%+1,626
NEXTERA ENERGY INC(NEE)18,89119,254+3631,4261,5461.03%+120
PIMCO ETF TR
SHTRM MUN BD ACT
015,132+15,13207630.51%+763
FIDELITY COVINGTON TRUST
ENHANCED LARGE
15,37217,847+2,4756327440.50%+112
ACCENTURE PLC IRELAND
SHS CLASS A
04,891+4,89101,3120.87%+1,312
CISCO SYS INC(CSCO)6,2206,860+6404265280.35%+103
WATERS CORP(WAT)1,2821,28203844870.32%+103
CAPITAL GROUP INTL FOCUS EQT
SHS CREAT UNIT
33,94737,384+3,4371,0061,1050.74%+99
IQVIA HLDGS INC(IQV)2,1752,225+504135020.33%+88
FIDELITY MERRIMACK STR TR42,52044,623+2,1031,9662,0541.37%+88
WALMART INC(WMT)8,5388,634+968809620.64%+82
KEYCORP(KEY)10,70013,620+2,9202002810.19%+81
BLACKROCK ETF TRUST II20,12223,720+3,5984505270.35%+78
SALESFORCE INC(CRM)02,467+2,46706540.44%+654
CONSTELLATION ENERGY CORP(CEG)1,4301,533+1034715420.36%+71
CHEVRON CORP NEW(CVX)1,7852,266+4812773450.23%+68
VISA INC(V)06,096+6,09602,1381.42%+2,138
AMERICAN CENTY ETF TR8,8949,553+6596687360.49%+68
INVESCO ACTVELY MNGD ETC FD
OPTIMUM YIELD
78,24184,304+6,0631,0511,1170.74%+66
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
27,17728,067+8902,1722,2381.49%+65
WW GRAINGER INC(GWW)01,098+1,09801,1080.74%+1,108
INTERNATIONAL BUSINESS MACHS(IBM)1,9762,087+1115586180.41%+61
ELEVANCE HEALTH INC FORMERLY(ELV)1,0001,067+673233740.25%+51
J P MORGAN EXCHANGE TRADED F
ACTIVE VALUE ETF
11,79511,79508138460.56%+33
MICROSOFT CORP(MSFT)3,2723,563+2911,6951,7231.15%+29
ANALOG DEVICES INC(ADI)823843+202022290.15%+26
HCA HEALTHCARE INC(HCA)591596+52522780.19%+26
CORPAY INC(CPAY)01,800+1,80005420.36%+542
LAMAR ADVERTISING CO NEW(LAMR)5,5005,50006736960.46%+23
ABBOTT LABS1,9552,259+3042622830.19%+21
AMERICAN ELEC PWR CO INC6,5586,568+107387570.50%+20
BERKSHIRE HATHAWAY INC DEL414450+362082260.15%+18
VANGUARD INDEX FDS4,0804,090+101,0371,0550.70%+18
MICROCHIP TECHNOLOGY INC.(MCHP)05,157+5,15703290.22%+329
MCDONALDS CORP(MCD)02,554+2,55407810.52%+781
BOEING CO(BA)1,6501,684+343563660.24%+10
BECTON DICKINSON & CO(BDX)1,3281,32802492580.17%+9
MCCORMICK & CO INC(MKC)7,0007,009+94684770.32%+9
COCA COLA CO(KO)4,7774,659-1183173260.22%+9
3M CO(MMM)1,3551,35502102170.14%+7
NUVEEN AMT FREE QLTY MUN INC19,88219,88202262310.15%+5
WISDOMTREE TR(WT)2,7252,72502372400.16%+3
HONEYWELL INTL INC(HON)2,6252,847+2225535550.37%+3
SCHWAB STRATEGIC TR33,58033,684+1048198210.55%+2
PHILIP MORRIS INTL INC(PM)2,1002,131+313413420.23%+1
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
5,4005,40003083090.21%+1
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