Kuhn & Co Investment Counsel
•CIK: 2011958•Filing: Q4 2025
**Kuhn & Co Investment Counsel** manages $150M across a diversified portfolio of 142 positions. The fund exhibits significant concentration in technology and growth sectors, with top holdings including FNDF ($6.0M), VTV ($5.6M), and CGGR ($5.4M). Notable allocations also include substantial positions in NVDA ($5.4M), AAPL ($5.3M), and VUG ($5.0M). This structure suggests a conviction-driven, large-cap growth mandate.
Total AUM
$150.1M
QoQ Performance
+18.7%
Positions
123
Top 10 Concentration
31.6%
Latest Filing
Q4 2025
Top Holdings Allocation
FNDF4.0%
VTV3.7%
CGGR3.6%
NVDA3.6%
AAPL3.5%
VUG3.3%
WFC2.8%
CGDV2.5%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other58.6%
Technology16.2%
Financial7.1%
Healthcare4.7%
Consumer4.6%
Utilities2.1%
Industrial1.8%
Materials1.3%
🚪 Exited Positionssold since Q3 2025
+1 more exited positions
Changes from Q3 2025
NEW22 new positions
↑85 increased
↓13 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023