Kuhn & Co Investment Counsel

Q4 2025 13F-HR Holdings

Location
Chicago, IL
Holdings as of
12/31/2025
Date filed
2/9/2026
Form type
13F-HR
Num holdings
142
Total value ($000)
$150,060
Net value change ($000)
+23,674 (18.7%)
New positions
22
Sold out positions
6
Turnover %
8.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/28/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
WFC 4,189 NEW
VYM 1,535 156.3%
AAPL 1,465 38.2%
VUG 1,350 36.8%
VO 1,089 NEW
TSLA 1,033 461.2%
LLY 922 36.6%
LRCX 723 28.2%
XOM 722 NEW
GOOGL 701 51.8%
Top Reduces (Value $000, Stocks/ETFs)
SPY -616 -44.0%
DHR -435 -44.3%
ITW -342 -24.2%
WM -294 -50.6%
KMB -280 -100.0%
SNA -272 -53.3%
Unilever PLC -260 -100.0%
NVO -220 -100.0%
WCBR -218 -100.0%
ADSK -212 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type