Kuhn & Co Investment Counsel

CIK 0002011958 • 6 13F filings • May 14, 2025 – Jul 31, 2026

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Filer information

Filed by: Kuhn & Co Investment Counsel, Chief Compliance Officer
Address: 8770 West Bryn Mawr Avenue, Suite 710, Chicago, IL, 60631
Phone: 6304167700
AUM: $150.1M

AUM over time

$173.0M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $150.1M141 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$217K	0.1%Prev: 0.2%	1,355 SH	Increased
ABBOTT LABS	COM	$283K	0.2%Prev: 0.2%	2,259 SH	Increased+304 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$1.3M	0.9%Prev: 1.0%	4,891 SH	Increased+15 SH
ADOBE INC	COM	$560K	0.4%Prev: 0.5%	1,600 SH	Decreased-214 SH
ALPHABET INC	CAP STK CL A	$2.1M	1.4%Prev: 1.1%	6,564 SH	Increased+994 SH
ALPHABET INC	CAP STK CL C	$924K	0.6%Prev: 0.8%	2,943 SH	Decreased-1,283 SH
AMAZON COM INC	COM	$3.0M	2.0%Prev: 2.0%	12,952 SH	Increased+1,242 SH
AMERESCO INC	CL A	$663K	0.4%Prev: 0.6%	22,650 SH	Decreased+1,000 SH
AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$736K	0.5%Prev: 0.5%	9,553 SH	Increased+659 SH
AMERICAN ELEC PWR CO INC	COM	$757K	0.5%Prev: 0.6%	6,568 SH	Increased+10 SH
AMERICAN TOWER CORP NEW	COM	$694K	0.5%Prev: 0.6%	3,950 SH	Decreased+100 SH
AMGEN INC	COM	$906K	0.6%Prev: 0.6%	2,768 SH	Increased+18 SH
ANALOG DEVICES INC	COM	$229K	0.2%Prev: 0.2%	843 SH	Increased+20 SH
APPLE INC	COM	$5.3M	3.5%Prev: 3.0%	19,503 SH	Increased+4,434 SH
ARISTA NETWORKS INC	COM SHS	$205K	0.1%Prev: 0.2%	1,561 SH	Decreased+85 SH
ARK ETF TR	INNOVATION ETF	$308K	0.2%	4,000 SH	New
ARK ETF TR	NEXT GNRTN INTER	$295K	0.2%	2,000 SH	New
BECTON DICKINSON & CO	COM	$258K	0.2%Prev: 0.2%	1,328 SH	Increased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$226K	0.2%Prev: 0.2%	450 SH	Increased+36 SH
BLACKROCK ETF TRUST II	SHORT DURATION H	$527K	0.4%Prev: 0.4%	23,720 SH	Increased+3,598 SH
BLACKROCK INC	COM	$661K	0.4%Prev: 0.6%	618 SH	Decreased+3 SH
BOEING CO	COM	$366K	0.2%Prev: 0.3%	1,684 SH	Increased+34 SH
BROADCOM INC	COM	$623K	0.4%Prev: 0.4%	1,800 SH	Increased+412 SH
CAPITAL GROUP DIVIDEND VALUE	SHS CREATION UNI	$3.8M	2.5%Prev: 2.5%	86,182 SH	Increased+10,235 SH
CAPITAL GROUP GROWTH ETF	SHS CREATION UNI	$5.4M	3.6%Prev: 4.0%	122,434 SH	Increased+7,282 SH
CAPITAL GROUP INTL FOCUS EQT	SHS CREATION UNI	$1.1M	0.7%Prev: 0.8%	37,384 SH	Increased+3,437 SH
CHEVRON CORP NEW	COM	$345K	0.2%Prev: 0.2%	2,266 SH	Increased+481 SH
CISCO SYS INC	COM	$528K	0.4%Prev: 0.3%	6,860 SH	Increased+640 SH
CME GROUP INC	COM	$235K	0.2%	861 SH	New
COCA COLA CO	COM	$326K	0.2%Prev: 0.3%	4,659 SH	Increased-118 SH
CONOCOPHILLIPS	COM	$369K	0.2%	3,943 SH	New
CONSTELLATION ENERGY CORP	COM	$542K	0.4%Prev: 0.4%	1,533 SH	Increased+103 SH
CORPAY INC	COM SHS	$542K	0.4%Prev: 0.4%	1,800 SH	Increased
CROWDSTRIKE HLDGS INC	CL A	$375K	0.3%Prev: 0.3%	801 SH	Decreased
DANAHER CORPORATION	COM	$547K	0.4%Prev: 0.8%	2,390 SH	Decreased-2,565 SH
DUKE ENERGY CORP NEW	COM NEW	$665K	0.4%Prev: 0.6%	5,676 SH	Decreased+31 SH
ECOLAB INC	COM	$460K	0.3%Prev: 0.4%	1,752 SH	Decreased+2 SH
ELEVANCE HEALTH INC FORMERLY	COM	$374K	0.2%Prev: 0.3%	1,067 SH	Increased+67 SH
ELI LILLY & CO	COM	$3.4M	2.3%Prev: 2.0%	3,201 SH	Increased-99 SH
EXXON MOBIL CORP	COM	$722K	0.5%	6,000 SH	New
FIDELITY COVINGTON TRUST	ENHANCED LARGE	$744K	0.5%Prev: 0.5%	17,847 SH	Increased+2,475 SH
FIDELITY COVINGTON TRUST	SML MID MLTFCT	$1.4M	0.9%Prev: 0.9%	31,584 SH	Increased+4,786 SH
FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$2.1M	1.4%Prev: 1.6%	44,623 SH	Increased+2,103 SH
FIRST BUSEY CORP	COM NEW	$238K	0.2%	10,018 SH	New
FLEXSHARES TR	HIG YLD VL ETF	$698K	0.5%Prev: 0.6%	17,124 SH	Decreased-156 SH
GENUINE PARTS CO	COM	$251K	0.2%Prev: 0.2%	2,043 SH	Decreased
GOLDMAN SACHS GROUP INC	COM	$2.0M	1.4%Prev: 1.5%	2,323 SH	Increased-77 SH
HCA HEALTHCARE INC	COM	$278K	0.2%Prev: 0.2%	596 SH	Increased+5 SH
HOME DEPOT INC	COM	$238K	0.2%Prev: 0.2%	691 SH	Decreased+10 SH
HONEYWELL INTL INC	COM	$555K	0.4%Prev: 0.4%	2,847 SH	Increased+222 SH
ILLINOIS TOOL WKS INC	COM	$1.1M	0.7%Prev: 1.1%	4,350 SH	Decreased-1,070 SH
INTERNATIONAL BUSINESS MACHS	COM	$618K	0.4%Prev: 0.4%	2,087 SH	Increased+111 SH
INTUIT	COM	$351K	0.2%Prev: 0.3%	530 SH	Decreased+14 SH
INVESCO ACTIVELY MANAGED EXC	TOTAL RETURN	$743K	0.5%Prev: 0.6%	15,663 SH	Decreased
INVESCO ACTVELY MNGD ETC FD	OPTIMUM YIELD	$1.1M	0.7%Prev: 0.8%	84,304 SH	Increased+6,063 SH
INVESCO QQQ TR	UNIT SER 1	$265K	0.2%	431 SH	New
IQVIA HLDGS INC	COM	$502K	0.3%Prev: 0.3%	2,225 SH	Increased+50 SH
ISHARES TR	S&P 500 GRWT ETF	$253K	0.2%	2,055 SH	New
J P MORGAN EXCHANGE TRADED F	ACTIVE GROWTH	$418K	0.3%Prev: 0.3%	4,508 SH	Decreased-18 SH
J P MORGAN EXCHANGE TRADED F	ACTIVE VALUE ETF	$846K	0.6%Prev: 0.6%	11,795 SH	Increased
J P MORGAN EXCHANGE TRADED F	CORE PLUS BD ETF	$919K	0.6%Prev: 0.7%	19,416 SH	Increased+86 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$309K	0.2%Prev: 0.2%	5,400 SH	Increased
J P MORGAN EXCHANGE TRADED F	ULTRA SHT MUNCPL	$832K	0.6%Prev: 0.5%	16,334 SH	Increased+2,936 SH
JACOBS SOLUTIONS INC	COM	$201K	0.1%Prev: 0.2%	1,518 SH	Decreased
JOHNSON & JOHNSON	COM	$1.1M	0.8%Prev: 0.8%	5,529 SH	Increased+217 SH
JPMORGAN CHASE & CO.	COM	$947K	0.6%Prev: 0.4%	2,940 SH	Increased+1,303 SH
KEYCORP	COM	$281K	0.2%Prev: 0.2%	13,620 SH	Increased+2,920 SH
KINDER MORGAN INC DEL	COM	$254K	0.2%Prev: 0.2%	9,256 SH	Decreased
LAM RESEARCH CORP	COM NEW	$3.3M	2.2%Prev: 2.0%	19,191 SH	Increased+60 SH
LAMAR ADVERTISING CO NEW	CL A	$696K	0.5%Prev: 0.5%	5,500 SH	Increased
LINDE PLC	SHS	$1.5M	1.0%Prev: 1.3%	3,423 SH	Decreased+13 SH
MCCORMICK & CO INC	COM NON VTG	$477K	0.3%Prev: 0.4%	7,009 SH	Increased+9 SH
MCDONALDS CORP	COM	$781K	0.5%Prev: 0.6%	2,554 SH	Increased+23 SH
MERCK & CO INC	COM	$229K	0.2%	2,172 SH	New
META PLATFORMS INC	CL A	$984K	0.7%Prev: 0.5%	1,490 SH	Increased+599 SH
METLIFE INC	COM	$602K	0.4%Prev: 0.5%	7,625 SH	Decreased
MICROCHIP TECHNOLOGY INC.	COM	$329K	0.2%Prev: 0.2%	5,157 SH	Increased+241 SH
MICRON TECHNOLOGY INC	COM	$288K	0.2%	1,009 SH	New
MICROSOFT CORP	COM	$1.7M	1.1%Prev: 1.3%	3,563 SH	Increased+291 SH
NETFLIX INC	COM	$640K	0.4%Prev: 0.6%	6,827 SH	Decreased+6,173 SH
NEW YORK LIFE INVTS ACTIVE E	NYLI MACKAY MUN	$1.6M	1.1%Prev: 1.2%	66,849 SH	Increased+5,211 SH
NEXTERA ENERGY INC	COM	$1.5M	1.0%Prev: 1.1%	19,254 SH	Increased+363 SH
NORTHROP GRUMMAN CORP	COM	$485K	0.3%Prev: 0.4%	850 SH	Decreased+7 SH
NUVEEN AMT FREE QLTY MUN INC	COM	$231K	0.2%Prev: 0.2%	19,882 SH	Increased
NUVEEN QUALITY MUNCP INCOME	COM	$1.2M	0.8%Prev: 0.6%	99,904 SH	Increased+29,993 SH
NUVEEN TAXABLE MUNICPAL INM	COM	$229K	0.2%Prev: 0.2%	14,512 SH	Decreased
NVIDIA CORPORATION	COM	$5.4M	3.6%Prev: 4.3%	28,944 SH	Decreased-313 SH
OTIS WORLDWIDE CORP	COM	$228K	0.2%	2,609 SH	New
PARKER-HANNIFIN CORP	COM	$216K	0.1%	246 SH	New
PAYCHEX INC	COM	$626K	0.4%Prev: 0.6%	5,578 SH	Decreased
PEPSICO INC	COM	$953K	0.6%Prev: 0.6%	6,638 SH	Increased+830 SH
PFIZER INC	COM	$369K	0.2%Prev: 0.3%	14,800 SH	Decreased+330 SH
PHILIP MORRIS INTL INC	COM	$342K	0.2%Prev: 0.3%	2,131 SH	Increased+31 SH
PHILLIPS 66	COM	$644K	0.4%Prev: 0.4%	4,994 SH	Increased+1,209 SH
PIMCO ETF TR	INTER MUN BD ACT	$1.3M	0.9%Prev: 0.9%	25,521 SH	Increased+3,266 SH
PIMCO ETF TR	SHTRM MUN BD ACT	$763K	0.5%Prev: 0.5%	15,132 SH	Increased+2,261 SH
PINNACLE WEST CAP CORP	COM	$762K	0.5%Prev: 0.6%	8,596 SH	Decreased
PPL CORP	COM	$245K	0.2%Prev: 0.2%	7,000 SH	Decreased
PROCTER AND GAMBLE CO	COM	$914K	0.6%Prev: 0.8%	6,378 SH	Decreased+174 SH
PROGRESSIVE CORP	COM	$610K	0.4%Prev: 0.5%	2,679 SH	Decreased+13 SH
ROPER TECHNOLOGIES INC	COM	$300K	0.2%Prev: 0.3%	675 SH	Decreased
RTX CORPORATION	COM	$1.6M	1.1%Prev: 1.1%	8,820 SH	Increased+213 SH
SALESFORCE INC	COM	$654K	0.4%Prev: 0.5%	2,467 SH	Increased+22 SH
SCHWAB CHARLES CORP	COM	$439K	0.3%	4,396 SH	New
SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$6.0M	4.0%Prev: 4.4%	131,947 SH	Increased+3,798 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL US L	$1.1M	0.8%Prev: 0.8%	41,868 SH	Increased+3,707 SH
SCHWAB STRATEGIC TR	SHT TM US TRES	$821K	0.5%Prev: 0.6%	33,684 SH	Increased+104 SH
SELECT SECTOR SPDR TR	STATE STREET HEA	$321K	0.2%	2,073 SH	New
SELECT SECTOR SPDR TR	STATE STREET TEC	$617K	0.4%	4,288 SH	New
SNAP ON INC	COM	$238K	0.2%Prev: 0.4%	691 SH	Decreased-780 SH
SOUTHERN CO	COM	$957K	0.6%Prev: 0.8%	10,975 SH	Decreased+36 SH
SPDR S&P 500 ETF TR	TR UNIT	$784K	0.5%Prev: 1.1%	1,150 SH	Decreased-951 SH
SPDR SERIES TRUST	STATE STREET SPD	$3.5M	2.3%	54,555 SH	New
STARBUCKS CORP	COM	$351K	0.2%Prev: 0.3%	4,168 SH	Increased+20 SH
STRYKER CORPORATION	COM	$521K	0.3%Prev: 0.4%	1,481 SH	Decreased+41 SH
T-MOBILE US INC	COM	$525K	0.3%Prev: 0.5%	2,586 SH	Decreased+3 SH
TESLA INC	COM	$1.3M	0.8%Prev: 0.2%	2,795 SH	Increased+2,292 SH
THERMO FISHER SCIENTIFIC INC	COM	$210K	0.1%	362 SH	New
TRUIST FINL CORP	COM	$211K	0.1%	4,290 SH	New
UBER TECHNOLOGIES INC	COM	$368K	0.2%Prev: 0.3%	4,498 SH	Decreased
UNILEVER PLC	SPON ADR NEW	$255K	0.2%Prev: 0.2%	3,900 SH	Decreased-488 SH
VANGUARD BD INDEX FDS	INTERMED TERM	$1.9M	1.2%Prev: 1.3%	23,913 SH	Increased+2,932 SH
VANGUARD INDEX FDS	GROWTH ETF	$5.0M	3.3%Prev: 2.9%	10,284 SH	Increased+2,639 SH
VANGUARD INDEX FDS	MID CAP ETF	$1.1M	0.7%	3,754 SH	New
VANGUARD INDEX FDS	S&P 500 ETF SHS	$266K	0.2%	425 SH	New
VANGUARD INDEX FDS	SMALL CP ETF	$1.1M	0.7%Prev: 0.8%	4,090 SH	Increased+10 SH
VANGUARD INDEX FDS	VALUE ETF	$5.6M	3.7%Prev: 3.9%	29,090 SH	Increased+2,986 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$2.4M	1.6%Prev: 1.6%	46,737 SH	Increased+7,512 SH
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$2.0M	1.3%Prev: 1.5%	33,339 SH	Increased+76 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$2.2M	1.5%Prev: 1.7%	28,067 SH	Increased+890 SH
VANGUARD SCOTTSDALE FDS	VNG RUS2000GRW	$399K	0.3%	1,690 SH	New
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$2.5M	1.7%Prev: 0.8%	17,537 SH	Increased+10,568 SH
VANGUARD WHITEHALL FDS	INTL HIGH ETF	$1.9M	1.3%Prev: 1.4%	21,410 SH	Increased+683 SH
VICTORY PORTFOLIOS II	VICTORYSHARES WE	$2.7M	1.8%Prev: 1.9%	56,502 SH	Increased+5,009 SH
VISA INC	COM CL A	$2.1M	1.4%Prev: 1.6%	6,096 SH	Increased+32 SH
WALMART INC	COM	$962K	0.6%Prev: 0.7%	8,634 SH	Increased+96 SH
WASTE MGMT INC DEL	COM	$287K	0.2%Prev: 0.5%	1,304 SH	Decreased-1,326 SH
WATERS CORP	COM	$487K	0.3%Prev: 0.3%	1,282 SH	Increased
WELLS FARGO CO NEW	COM	$4.2M	2.8%	44,942 SH	New
WISDOMTREE TR	US LARGECAP DIVD	$240K	0.2%Prev: 0.2%	2,725 SH	Increased
WW GRAINGER INC	COM	$1.1M	0.7%	1,098 SH	New

Sold (vs prior filing)

AUTODESK INC — $212K
GALLAGHER ARTHUR J & CO — $210K
GRAINGER W W INC — $1.0M
KIMBERLY-CLARK CORP — $280K
NOVO-NORDISK A S — $220K
SPDR SERIES TRUST — $585K
SPDR SERIES TRUST — $2.5M
WISDOMTREE TR — $218K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 9, 2026	Q4 2025	13F-HR	0001172661-26-000534	$150.1M	View
Oct 28, 2025	Q3 2025	13F-HR	0001172661-25-004454	$126.4M	View
Jul 31, 2026	Q2 2026