Arkolith/Funds/Kuhn & Co Investment Counsel

Kuhn & Co Investment Counsel

CIK 2011958
Holdings as of Jun 30, 2026·disclosed Jul 31, 2026·~31-day 13F lag·13F-HR
Active Filer

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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holdings, largest changes, and filing provenance.
Opened
31
new positions
Added to
90
existing
Trimmed
18
reduced
Sold out
7
exited

Concentration

Top-heavy: diversified book

Top 5 holdings
19%
Top 10 holdings
33%
Top 20 holdings
49%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

50% mapped to company sectors

ETF / fund or unclassified
50%
Information Technology
14%
Industrials
9%
Financials
7%
Health Care
6%
Utilities
4%
Consumer Discretionary
4%
Materials
2%

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.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Kuhn & Co Investment Counsel

Manager / fundShared namesTheir $ in those
MORGAN STANLEY80 / 80$552.3B
BANK OF AMERICA CORP /DE/80 / 80$402.0B
ROYAL BANK OF CANADA80 / 80$147.0B
OSAIC HOLDINGS, INC.80 / 80$16.1B
Allworth Financial LP80 / 80$4.7B
JPMORGAN CHASE & CO79 / 80$536.0B
UBS Group AG79 / 80$146.9B
RAYMOND JAMES FINANCIAL INC79 / 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.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

149 positions
#SecurityValueShares% PortLast moveHistory
1Vanguard Index FDS
VALUE ETF
$7.6M35.1K
4.4%
+2.4%
Added · +810 sh
2Schwab Strategic TR
FUNDAMENTAL INTL
$7.3M139.2K
4.2%
~0%
Reduced · −23 sh
3Vanguard Index FDS
GROWTH ETF
$6.4M74.0K
3.7%
+508%
Added · +62K sh
4Lam Research Corp
COM NEW
$6.3M14.4K
3.6%
−18%
Reduced · −3K sh
5Capital Group Growth ETF
SHS CREAT UNIT
$6.1M128.6K
3.5%
−3.1%
Reduced · −4K sh
6Apple Inc
COM
$5.8M20.0K
3.3%
+1.1%
Added · +218 sh
7Nvidia Corporation
COM
$5.4M26.9K
3.1%
−7.0%
Reduced · −2K sh
8Capital Group Dividend Value
SHS CREAT UNIT
$4.7M94.7K
2.7%
−1.1%
Reduced · −1K sh
9Eli Lilly & Co
COM
$3.9M3.2K
2.2%
+0.5%
Added · +17 sh
10Wells Fargo & Co
COM
$3.7M45.0K
2.1%
+0.1%
Added · +60 sh
11SPDR Series Trust
ST STR P500GRW
$3.5M29.8K
2.0%
−2.9%
Reduced · −886 sh
12Amazon Com Inc
COM
$3.2M13.6K
1.9%
+2.4%
Added · +319 sh
13Vanguard Mun BD FDS
TAX EXEMPT BD
$2.9M56.6K
1.7%
+3.3%
Added · +2K sh
14Vanguard BD Index FDS
INTERMED TERM
$2.8M36.8K
1.6%
+8.9%
Added · +3K sh
15Victory Portfolios II
VICT WES U S ETF
$2.8M54.5K
1.6%
−12%
Reduced · −8K sh
16Vanguard Whitehall FDS
HIGH DIV YLD
$2.8M17.5K
1.6%
Held
17Alphabet Inc
CAP STK CL A
$2.5M7.0K
1.4%
+1.9%
Added · +131 sh
18Vanguard Scottsdale FDS
SHRT TRM CORP BD
$2.4M31.0K
1.4%
−0.3%
Reduced · −90 sh
19Goldman Sachs Group Inc
COM
$2.4M2.3K
1.4%
+0.3%
Added · +6 sh
20Fidelity Merrimack STR TR
TOTAL BD ETF
$2.3M50.9K
1.3%
−1.9%
Reduced · −973 sh
21Visa Inc
COM CL A
$2.2M6.3K
1.2%
+0.6%
Added · +35 sh
22Vanguard Scottsdale FDS
SHORT TERM TREAS
$2.1M36.8K
1.2%
−0.5%
Reduced · −178 sh
23Fidelity Covington Trust
SML MID MLTFCT
$2.1M38.9K
1.2%
Held
24Vanguard Whitehall FDS
INTL HIGH ETF
$2.0M20.8K
1.2%
−2.1%
Reduced · −454 sh
25Linde PLC
SHS
$1.8M3.4K
1.0%
+0.3%
Added · +9 sh
26Nuveen Quality Muncp Income
COM
$1.7M141.7K
1.0%
+14%
Added · +17K sh
27New York Life Invts Active E
MACKAY MUN INTER
$1.7M70.1K
1.0%
+6.4%
Added · +4K sh
28NextEra Energy Inc
COM
$1.7M19.3K
1.0%
+0.2%
Added · +41 sh
29RTX Corporation
COM
$1.7M8.8K
1.0%
+0.3%
Added · +26 sh
30Capital Group Intl Focus Eqt
SHS CREAT UNIT
$1.6M47.2K
0.9%
+2.0%
Added · +937 sh
31Pimco ETF TR
INTER MUN BD ACT
$1.6M29.7K
0.9%
+6.2%
Added · +2K sh
32WW Grainger Inc
COM
$1.5M1.1K
0.9%
+0.1%
Added · +1 sh
33Microsoft Corp
COM
$1.5M4.0K
0.9%
+5.0%
Added · +193 sh
34Invesco Actvely MNGD Etc FD
OPTIMUM YIELD
$1.5M93.4K
0.9%
−2.3%
Reduced · −2K sh
35Johnson & Johnson
COM
$1.4M5.6K
0.8%
+0.8%
Added · +47 sh
36Schwab Strategic TR
FUNDAMENTAL US L
$1.4M45.5K
0.8%
Held
37Vanguard Index FDS
SMALL CP ETF
$1.2M4.1K
0.7%
−2.1%
Reduced · −88 sh
38Vanguard Index FDS
MID CAP ETF
$1.2M15.0K
0.7%
+300%
Added · +11K sh
39Tesla Inc
COM
$1.2M2.8K
0.7%
+1.6%
Added · +44 sh
40Illinois Tool WKS Inc
COM
$1.2M4.4K
0.7%
+0.1%
Added · +5 sh
41Micron Technology Inc
COM
$1.2M1.0K
0.7%
+2.2%
Added · +22 sh
42American Centy ETF TR
AVANTIS EMGMKT
$1.1M11.8K
0.7%
+1.3%
Added · +151 sh
43Phillips 66
COM
$1.1M6.3K
0.6%
+0.1%
Added · +8 sh
44Southern Co
COM
$1.1M11.0K
0.6%
+0.2%
Added · +22 sh
45JPMorgan Chase & Co
COM
$1.0M3.1K
0.6%
+0.9%
Added · +28 sh
46J P Morgan Exchange Traded F
CORE PLUS BD ETF
$1.0M21.6K
0.6%
+4.9%
Added · +1K sh
47J P Morgan Exchange Traded F
ULTRA SHT MUNCPL
$1.0M19.8K
0.6%
+3.4%
Added · +653 sh
48Amgen Inc
COM
$1.0M2.8K
0.6%
+0.4%
Added · +11 sh
49Walmart Inc
COM
$1.0M8.9K
0.6%
+1.0%
Added · +86 sh
50Procter & Gamble Co
COM
$952K6.5K
0.5%
+0.7%
Added · +43 sh
Showing 50 of 149 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 31, 2026149$173.0M13F-HR
Q1 2026Mar 31, 2026May 12, 2026142$155.3M13F-HR
Q4 2025Dec 31, 2025Feb 9, 2026142$150.1M13F-HR
Q3 2025Sep 30, 2025Oct 28, 2025126$126.4M13F-HR
Q2 2025Jun 30, 2025Aug 13, 2025132$132.3M13F-HR
Q1 2025Mar 31, 2025May 14, 2025127$118.6M13F-HR
Q4 2024Dec 31, 2024Jan 30, 2025128$117.6M13F-HR
Q3 2024Sep 30, 2024Nov 14, 2024128$117.2M13F-HR

Data source

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.