| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2023 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 3 | Q2 2024 | 3.9% |
| APPLE INC | 3 | Q2 2024 | 3.9% |
| NVIDIA CORPORATION | 3 | Q2 2024 | 4.0% |
| VANGUARD INDEX FDS | 3 | Q2 2024 | 3.2% |
| CAPITAL GROUP GROWTH ETF | 3 | Q2 2024 | 3.1% |
| VANGUARD INDEX FDS | 3 | Q2 2024 | 2.8% |
| ELI LILLY & CO | 3 | Q2 2024 | 3.0% |
| WELLS FARGO CO NEW | 3 | Q2 2024 | 2.5% |
| LINDE PLC | 3 | Q2 2024 | 2.2% |
| AMAZON COM INC | 3 | Q2 2024 | 2.2% |
View Kuhn & Co Investment Counsel's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-19 |
| 13F-HR | 2024-08-08 |
| 13F-HR | 2024-05-10 |
| 13F-HR | 2024-02-14 |
View Kuhn & Co Investment Counsel's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.