Kuhn & Co Investment Counsel
Kuhn & Co Investment Counsel reported 149 holdings worth US$173M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 31, 2026
Kuhn & Co Investment Counsel reported 149 holdings worth US$173M as of Jun 30, 2026. Largest: Lam Research Corporation, Apple Inc and Nvidia Corporation. Filed Jul 31, 2026 (Form 13F).
- Holdings
- 149
- Value as reported
- US$173M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Lam Research Corporation | 14,448 | US$6.26M | 3.6% |
| Apple Inc | 19,974 | US$5.78M | 3.3% |
| Nvidia Corporation | 26,925 | US$5.39M | 3.1% |
| Eli Lilly And Company | 3,238 | US$3.88M | 2.2% |
| Wells Fargo & Company | 45,002 | US$3.72M | 2.1% |
| Alphabet Inc (google) Class C | 9,471 | US$3.38M | 2.0% |
| Amazon.com, Inc. | 13,620 | US$3.25M | 1.9% |
| Goldman Sachs Group, Inc. (the) | 2,329 | US$2.36M | 1.4% |
| Visa Inc. | 6,273 | US$2.15M | 1.2% |
| Nextera Energy, Inc. | 19,295 | US$1.69M | 0.98% |
| Rtx Corporation | 8,846 | US$1.68M | 0.97% |
| W.w. Grainger, Inc. | 1,109 | US$1.51M | 0.87% |
| Microsoft Corp. | 4,032 | US$1.5M | 0.87% |
| Johnson & Johnson | 5,611 | US$1.43M | 0.82% |
| Tesla, Inc. | 2,839 | US$1.19M | 0.69% |
| Illinois Tool Works Inc. | 4,407 | US$1.19M | 0.69% |
| Micron Technology, Inc. | 1,031 | US$1.19M | 0.69% |
| Phillips 66 | 6,302 | US$1.07M | 0.62% |
| Southern Company (the) | 11,003 | US$1.05M | 0.61% |
| Jp Morgan Chase & Co. | 3,105 | US$1.02M | 0.59% |
| Amgen Inc. | 2,779 | US$1.01M | 0.58% |
| Walmart Inc. | 8,864 | US$1M | 0.58% |
| Procter & Gamble Company (the) | 6,489 | US$952K | 0.55% |
| Pinnacle West Capital Corporation | 8,596 | US$920K | 0.53% |
| American Electric Power Company, Inc. | 6,673 | US$913K | 0.53% |
| Pepsico, Inc. | 6,712 | US$909K | 0.53% |
| Meta Platforms, Inc. | 1,584 | US$892K | 0.52% |
| Lamar Advertising Company | 5,500 | US$858K | 0.50% |
| Exxon Mobil Corporation | 6,207 | US$849K | 0.49% |
| Cisco Systems, Inc. | 7,073 | US$831K | 0.48% |
| Broadcom Inc. | 2,086 | US$788K | 0.46% |
| Duke Energy Corporation (holding Company) | 5,696 | US$721K | 0.42% |
| Mcdonald's Corporation | 2,568 | US$694K | 0.40% |
| American Tower Corporation (reit) | 3,959 | US$648K | 0.37% |
| Metlife, Inc. | 7,633 | US$646K | 0.37% |
| Ameresco, Inc. | 22,650 | US$625K | 0.36% |
| International Business Machines Corporation | 2,184 | US$614K | 0.35% |
| Corpay, Inc. | 1,801 | US$600K | 0.35% |
| Blackrock, Inc. | 622 | US$598K | 0.35% |
| Progressive Corporation (the) | 2,735 | US$597K | 0.35% |
| Intel Corporation | 4,231 | US$591K | 0.34% |
| Paychex, Inc. | 5,671 | US$558K | 0.32% |
| Waters Corporation | 1,462 | US$548K | 0.32% |
| Microchip Technology Incorporated | 5,491 | US$501K | 0.29% |
| Coca-cola Company (the) | 6,050 | US$492K | 0.28% |
| Ecolab Inc. | 1,756 | US$489K | 0.28% |
| Netflix, Inc. | 6,702 | US$479K | 0.28% |
| Chevron Corporation | 2,802 | US$464K | 0.27% |
| Stryker Corporation | 1,461 | US$460K | 0.27% |
| Danaher Corporation | 2,402 | US$458K | 0.26% |
| T-mobile Us, Inc. | 2,598 | US$436K | 0.25% |
| Northrop Grumman Corporation | 854 | US$435K | 0.25% |
| Uber Technologies, Inc. | 5,987 | US$432K | 0.25% |
| Iqvia Holdings, Inc. | 2,229 | US$431K | 0.25% |
| Starbucks Corporation | 4,191 | US$428K | 0.25% |
| Elevance Health, Inc. | 1,071 | US$414K | 0.24% |
| Conocophillips | 3,968 | US$413K | 0.24% |
| Salesforce, Inc. | 2,600 | US$407K | 0.24% |
| Charles Schwab Corporation (the) | 4,396 | US$406K | 0.23% |
| Applied Materials, Inc. | 556 | US$402K | 0.23% |
| Arista Networks, Inc. | 2,331 | US$396K | 0.23% |
| Philip Morris International Inc | 2,166 | US$392K | 0.23% |
| Constellation Energy Corporation | 1,540 | US$382K | 0.22% |
| Pfizer, Inc. | 15,362 | US$370K | 0.21% |
| Boeing Company (the) | 1,670 | US$362K | 0.21% |
| Mccormick & Company, Incorporated | 7,009 | US$353K | 0.20% |
| Analog Devices, Inc. | 852 | US$338K | 0.20% |
| Adobe Inc. | 1,608 | US$330K | 0.19% |
| Keycorp | 13,626 | US$314K | 0.18% |
| Kinder Morgan, Inc. | 9,302 | US$297K | 0.17% |
| First Busey Corporation | 10,018 | US$296K | 0.17% |
| Merck & Company, Inc. | 2,237 | US$287K | 0.17% |
| Waste Management, Inc. | 1,278 | US$285K | 0.16% |
| Snap-on Incorporated | 693 | US$279K | 0.16% |
| Home Depot, Inc. (the) | 746 | US$263K | 0.15% |
| Ppl Corporation | 7,018 | US$255K | 0.15% |
| Berkshire Hathaway Inc. | 509 | US$255K | 0.15% |
| Unitedhealth Group Incorporated | 596 | US$248K | 0.14% |
| Parker-hannifin Corporation | 249 | US$244K | 0.14% |
| Genuine Parts Company | 2,043 | US$241K | 0.14% |
| Unilever Plc | 3,900 | US$234K | 0.14% |
| Hca Healthcare, Inc. | 599 | US$234K | 0.13% |
| Steel Dynamics, Inc. | 1,003 | US$230K | 0.13% |
| 3m Company | 1,365 | US$221K | 0.13% |
| Abbott Laboratories | 2,377 | US$216K | 0.12% |
| Truist Financial Corporation | 4,311 | US$215K | 0.12% |
| Xcel Energy Inc. | 2,672 | US$215K | 0.12% |
| Booking Holdings Inc. Common Stock | 1,196 | US$213K | 0.12% |
| Cheniere Energy, Inc. | 886 | US$212K | 0.12% |
| Verizon Communications Inc. | 4,860 | US$206K | 0.12% |
| Becton, Dickinson And Company | 1,333 | US$202K | 0.12% |
| Oneok, Inc. | 0 | US$0 | 0.00% |
| Otis Worldwide Corporation | 0 | US$0 | 0.00% |
| Cme Group Inc. | 0 | US$0 | 0.00% |
| Crowdstrike Holdings, Inc. | 0 | US$0 | 0.00% |
| Honeywell International Inc. | 0 | US$0 | 0.00% |
| Intuit Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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