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Kuhn & Co Investment Counsel
RIA/Wealth
Kuhn & Co Investment Counsel is a RIA/Wealth based in Naperville, IL led by Mark Andrew Kuhn, reporting $753.7M in AUM as of Q3 2025 with 46% ETF concentration.
PresidentMark Andrew Kuhn
- Portfolio Value
- $126.4M
- Positions
- 126
- Top Holding
- FNDF at 4.36%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Kuhn & Co Investment Counsel's portfolio (31.1% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $5.5M | 4.36% | -$13.3K Sold | — 128.1K shares | |
Semiconductors Technology | $5.5M | 4.32% | -$36.0K Sold | 0.00% 29.3K shares | |
ETF ETF | $5.1M | 4.00% | -$333.3K Sold | — 115.2K shares | |
ETF ETF | $4.9M | 3.85% | +$316.1K Bought | — 26.1K shares | |
Consumer Electronics Technology | $3.8M | 3.04% | -$1.2M Sold | 0.00% 15.1K shares | |
ETF ETF | $3.7M | 2.90% | -$1.1M Sold | — 7.6K shares | |
ETF ETF | $3.2M | 2.53% | -$54.4K Sold | — 75.9K shares | |
Specialty Retail Consumer Cyclical | $2.6M | 2.03% | -$261.7K Sold | 0.00% 11.7K shares | |
Semiconductors Technology | $2.6M | 2.03% | -$8.0K Sold | 0.00% 19.1K shares | |
ETF ETF | $2.5M | 2.00% | +$19.2K Bought | — 24.2K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Kuhn & Co Investment Counsel's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
+291.22% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
Sold |
Analytics
Portfolio insights and performance metrics for Kuhn & Co Investment Counsel
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