Kuhn & Co Investment Counsel has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The firm reported ownership of 161 distinct securities, with the total value of the portfolio listed as $18,305,336.
The filing details a broad portfolio mix, including large-cap technology and healthcare names alongside various exchange-traded funds. Significant positions include Wells Fargo & Co, which is held in 84,672 shares, and Walmart Inc, held in 9,045 shares. Other notable holdings include NVIDIA Corporation in 24,127 shares, ExxonMobil Holdings Corp in 17,727 shares, and LAM Research Corp in 14,408 shares.
The portfolio also includes substantial allocations to exchange-traded funds, such as the Vanguard S&P 500 ETF (29,937 shares), the Schwab Strategic Trust Fundamental US Large (143,2106 shares), and the Invesco Actively Managed Equity Total Return (162,47 shares). The filing lists Kevin Kuhn, Chief Compliance Officer, as the authorized signatory for the report.
