Kuhn & Co Investment Counsel
Top Portfolio Positions
97 positions ·
$79,847,829 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
28,959 | $5,050,449 | 6.33% | |
| AAPL |
Apple Inc.
Technology
|
19,756 | $5,013,875 | 6.28% | |
| LRCX |
Lam Research Corp
Technology
|
17,725 | $3,787,123 | 4.74% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
44,942 | $3,577,832 | 4.48% | |
| LLY |
ELI LILLY & Co
Healthcare
|
3,221 | $2,962,579 | 3.71% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
13,301 | $2,770,199 | 3.47% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
6,844 | $1,968,060 | 2.46% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
2,323 | $1,965,234 | 2.46% | |
| V |
Visa Inc.
Financial Services
|
6,238 | $1,885,373 | 2.36% | |
| NEE |
Nextera Energy Inc
Utilities
|
19,254 | $1,788,311 | 2.24% |
Portfolio Trend
10 quarters · across all stocks
Holdings in NBB
Shares Held
Position Value (USD)
10 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $227,257 | 14,512 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $229,289 | 14,512 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $235,384 | 14,512 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $229,579 | 14,512 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $232,482 | 14,512 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $217,389 | 14,512 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $241,044 | 14,512 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $225,081 | 14,512 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $222,323 | 14,512 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $229,144 | 14,512 | Shares | Sole | 2024-02-14 | |
| No 13F history on record for this holder in this stock. | ||||||