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Home > Institutional Investor > Kuhn & Co Investment Counsel > Profile

Instuitional Investor - Kuhn & Co Investment Counsel

Fund Profile
Filing Period:
Fund Name: Kuhn & Co Investment Counsel
Portfolio Value $97,585,735
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 19,861 $3,823,840 3.91%
2.
Schwab Strategic Trust
 FNDF 103,934 $3,505,689 3.59%
3.
Vanguard Index Fds
 8,845 $2,749,667 2.81%
4.
Vanguard Index Fds
 17,631 $2,635,822 2.7%
5.
Capital Group Growth Etf
 86,820 $2,450,929 2.51%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)