Kuhn & Co Investment Counsel
Kuhn & Co Investment Counsel reported 161 stocks worth $183M in its 13F filing for Q3 2026, filed Oct 29, 2026. Its largest holdings are FNDF (4.3%), VTV (4.3%) and VUG (3.8%). Compared with Q2 2026, the fund opened new positions in XOM, IGSB and CRWD, added to FNDF, VTV and VUG, trimmed CGGR, NVDA and LRCX and sold out of XOM, XEL and BKNG.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  FNDF Schwab Fundamental International Equity ETF | $7.8M | 4.3% | 145K | +5,689 (+4%) | 8 of 8 | |
| 2 |  VTV Vanguard Index Fds | $7.8M | 4.3% | 36K | +902 (+3%) | 8 of 8 | |
| 3 |  VUG Vanguard Index Fds | $6.9M | 3.8% | 76K | +2,071 (+3%) | 8 of 8 | |
| 4 |  WFC Wells Fargo Co New | $6.8M | 3.7% | 85K | +40K (+88%) | 7 of 8 | |
| 5 |  AAPL Apple Inc | $6.8M | 3.7% | 20K | +361 (+2%) | 8 of 8 | |
| 6 |  CGGR Capital Group Growth | $6M | 3.3% | 127K | −1,667 (−1%) | 8 of 8 | |
| 7 |  NVDA Nvidia Corporation | $5.5M | 3.0% | 24K | −2,798 (−10%) | 8 of 8 | |
| 8 |  LRCX Lam Research Corp | $4.7M | 2.6% | 14K | −40 (−0%) | 8 of 8 | |
| 9 |  CGDV Capital Group Dividend | $4.6M | 2.5% | 94K | −418 (−0%) | 8 of 8 | |
| 10 |  SPYG Spdr Series Trust | $3.7M | 2.0% | 30K | No change | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 29, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Kuhn & Co Investment Counsel 13F FAQ
What does Kuhn & Co Investment Counsel own?
Kuhn & Co Investment Counsel reported 161 stocks worth $183M in its 13F filing for Q3 2026, filed Oct 29, 2026. Its largest holdings are FNDF (4.3%), VTV (4.3%) and VUG (3.8%). The table above lists every position in the filing (the top 10 without an account).
What did Kuhn & Co Investment Counsel buy and sell in Q3 2026?
Compared with Q2 2026: 16 new positions, 88 added to, 18 trimmed and 4 sold out. New positions include XOM, IGSB and CRWD. It sold all of XOM, XEL and BKNG.
When will Kuhn & Co Investment Counsel file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Kuhn & Co Investment Counsel's portfolio worth?
The Q3 2026 filing reports $183M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.