Kuhn & Co Investment Counsel holds a diversified book of 149 stocks worth $173.0M as of Q2 2026 (disclosed Jul 31, 2026, a ~31-day 13F lag). This quarter they opened Intel Corp and trimmed Schwab FNDMN Intl LRG Co ETF. Their largest long position is Vanguard Value ETF at 4% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2011958/holdings"
Use Arkolith to show Kuhn & Co Investment Counsel's latest holdings, largest changes, and filing provenance.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
50% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Kuhn & Co Investment Counsel
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $552.3B |
| BANK OF AMERICA CORP /DE/ | 80 / 80 | $402.0B |
| ROYAL BANK OF CANADA | 80 / 80 | $147.0B |
| OSAIC HOLDINGS, INC. | 80 / 80 | $16.1B |
| Allworth Financial LP | 80 / 80 | $4.7B |
| JPMORGAN CHASE & CO | 79 / 80 | $536.0B |
| UBS Group AG | 79 / 80 | $146.9B |
| RAYMOND JAMES FINANCIAL INC | 79 / 80 | $83.4B |
Ranked by how many of Kuhn & Co Investment Counsel's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index FDS VALUE ETF | $7.6M | 35.1K | 4.4% | ▲+2.4% Added · +810 sh | |
| 2 | Schwab Strategic TR FUNDAMENTAL INTL | $7.3M | 139.2K | 4.2% | ▼~0% Reduced · −23 sh | |
| 3 | Vanguard Index FDS GROWTH ETF | $6.4M | 74.0K | 3.7% | ▲+508% Added · +62K sh | |
| 4 | Lam Research Corp COM NEW | $6.3M | 14.4K | 3.6% | ▼−18% Reduced · −3K sh | |
| 5 | Capital Group Growth ETF SHS CREAT UNIT | $6.1M | 128.6K | 3.5% | ▼−3.1% Reduced · −4K sh | |
| 6 | Apple Inc COM | $5.8M | 20.0K | 3.3% | ▲+1.1% Added · +218 sh | |
| 7 | Nvidia Corporation COM | $5.4M | 26.9K | 3.1% | ▼−7.0% Reduced · −2K sh | |
| 8 | Capital Group Dividend Value SHS CREAT UNIT | $4.7M | 94.7K | 2.7% | ▼−1.1% Reduced · −1K sh | |
| 9 | Eli Lilly & Co COM | $3.9M | 3.2K | 2.2% | ▲+0.5% Added · +17 sh | |
| 10 | Wells Fargo & Co COM | $3.7M | 45.0K | 2.1% | ▲+0.1% Added · +60 sh | |
| 11 | SPDR Series Trust ST STR P500GRW | $3.5M | 29.8K | 2.0% | ▼−2.9% Reduced · −886 sh | |
| 12 | Amazon Com Inc COM | $3.2M | 13.6K | 1.9% | ▲+2.4% Added · +319 sh | |
| 13 | Vanguard Mun BD FDS TAX EXEMPT BD | $2.9M | 56.6K | 1.7% | ▲+3.3% Added · +2K sh | |
| 14 | Vanguard BD Index FDS INTERMED TERM | $2.8M | 36.8K | 1.6% | ▲+8.9% Added · +3K sh | |
| 15 | Victory Portfolios II VICT WES U S ETF | $2.8M | 54.5K | 1.6% | ▼−12% Reduced · −8K sh | |
| 16 | Vanguard Whitehall FDS HIGH DIV YLD | $2.8M | 17.5K | 1.6% | —Held | |
| 17 | Alphabet Inc CAP STK CL A | $2.5M | 7.0K | 1.4% | ▲+1.9% Added · +131 sh | |
| 18 | Vanguard Scottsdale FDS SHRT TRM CORP BD | $2.4M | 31.0K | 1.4% | ▼−0.3% Reduced · −90 sh | |
| 19 | Goldman Sachs Group Inc COM | $2.4M | 2.3K | 1.4% | ▲+0.3% Added · +6 sh | |
| 20 | Fidelity Merrimack STR TR TOTAL BD ETF | $2.3M | 50.9K | 1.3% | ▼−1.9% Reduced · −973 sh | |
| 21 | Visa Inc COM CL A | $2.2M | 6.3K | 1.2% | ▲+0.6% Added · +35 sh | |
| 22 | Vanguard Scottsdale FDS SHORT TERM TREAS | $2.1M | 36.8K | 1.2% | ▼−0.5% Reduced · −178 sh | |
| 23 | Fidelity Covington Trust SML MID MLTFCT | $2.1M | 38.9K | 1.2% | —Held | |
| 24 | Vanguard Whitehall FDS INTL HIGH ETF | $2.0M | 20.8K | 1.2% | ▼−2.1% Reduced · −454 sh | |
| 25 | Linde PLC SHS | $1.8M | 3.4K | 1.0% | ▲+0.3% Added · +9 sh | |
| 26 | Nuveen Quality Muncp Income COM | $1.7M | 141.7K | 1.0% | ▲+14% Added · +17K sh | |
| 27 | New York Life Invts Active E MACKAY MUN INTER | $1.7M | 70.1K | 1.0% | ▲+6.4% Added · +4K sh | |
| 28 | NextEra Energy Inc COM | $1.7M | 19.3K | 1.0% | ▲+0.2% Added · +41 sh | |
| 29 | RTX Corporation COM | $1.7M | 8.8K | 1.0% | ▲+0.3% Added · +26 sh | |
| 30 | Capital Group Intl Focus Eqt SHS CREAT UNIT | $1.6M | 47.2K | 0.9% | ▲+2.0% Added · +937 sh | |
| 31 | Pimco ETF TR INTER MUN BD ACT | $1.6M | 29.7K | 0.9% | ▲+6.2% Added · +2K sh | |
| 32 | WW Grainger Inc COM | $1.5M | 1.1K | 0.9% | ▲+0.1% Added · +1 sh | |
| 33 | Microsoft Corp COM | $1.5M | 4.0K | 0.9% | ▲+5.0% Added · +193 sh | |
| 34 | Invesco Actvely MNGD Etc FD OPTIMUM YIELD | $1.5M | 93.4K | 0.9% | ▼−2.3% Reduced · −2K sh | |
| 35 | Johnson & Johnson COM | $1.4M | 5.6K | 0.8% | ▲+0.8% Added · +47 sh | |
| 36 | Schwab Strategic TR FUNDAMENTAL US L | $1.4M | 45.5K | 0.8% | —Held | |
| 37 | Vanguard Index FDS SMALL CP ETF | $1.2M | 4.1K | 0.7% | ▼−2.1% Reduced · −88 sh | |
| 38 | Vanguard Index FDS MID CAP ETF | $1.2M | 15.0K | 0.7% | ▲+300% Added · +11K sh | |
| 39 | Tesla Inc COM | $1.2M | 2.8K | 0.7% | ▲+1.6% Added · +44 sh | |
| 40 | Illinois Tool WKS Inc COM | $1.2M | 4.4K | 0.7% | ▲+0.1% Added · +5 sh | |
| 41 | Micron Technology Inc COM | $1.2M | 1.0K | 0.7% | ▲+2.2% Added · +22 sh | |
| 42 | American Centy ETF TR AVANTIS EMGMKT | $1.1M | 11.8K | 0.7% | ▲+1.3% Added · +151 sh | |
| 43 | Phillips 66 COM | $1.1M | 6.3K | 0.6% | ▲+0.1% Added · +8 sh | |
| 44 | Southern Co COM | $1.1M | 11.0K | 0.6% | ▲+0.2% Added · +22 sh | |
| 45 | JPMorgan Chase & Co COM | $1.0M | 3.1K | 0.6% | ▲+0.9% Added · +28 sh | |
| 46 | J P Morgan Exchange Traded F CORE PLUS BD ETF | $1.0M | 21.6K | 0.6% | ▲+4.9% Added · +1K sh | |
| 47 | J P Morgan Exchange Traded F ULTRA SHT MUNCPL | $1.0M | 19.8K | 0.6% | ▲+3.4% Added · +653 sh | |
| 48 | Amgen Inc COM | $1.0M | 2.8K | 0.6% | ▲+0.4% Added · +11 sh | |
| 49 | Walmart Inc COM | $1.0M | 8.9K | 0.6% | ▲+1.0% Added · +86 sh | |
| 50 | Procter & Gamble Co COM | $952K | 6.5K | 0.5% | ▲+0.7% Added · +43 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 31, 2026 | 149 | $173.0M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 12, 2026 | 142 | $155.3M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 9, 2026 | 142 | $150.1M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 28, 2025 | 126 | $126.4M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 13, 2025 | 132 | $132.3M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 14, 2025 | 127 | $118.6M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 30, 2025 | 128 | $117.6M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 14, 2024 | 128 | $117.2M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.