MondegarAI
Kuhn & Co Investment Counsel

Q2 2024 · 13F-HR

Kuhn & Co Investment Counselholdings as filed

Filed 2024-08-08 · accession 0001172661-24-003154

$111.4M
Reported value
125
Positions
2024-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA CORPORATION$4.5M4.05%36,506CommonNONE
808524755FNDFSCHWAB STRATEGIC TR$4.2M3.75%119,367CommonNONE
037833100AAPLAPPLE INC$4.1M3.69%19,511CommonNONE
922908736VUGVANGUARD INDEX FDS$3.5M3.18%9,487CommonNONE
14020G101CGGRCAPITAL GROUP GROWTH ETF$3.4M3.05%103,432CommonNONE
532457108LLYELI LILLY & CO$3.4M3.01%3,702CommonNONE
922908744VTVVANGUARD INDEX FDS$3.0M2.67%18,539CommonNONE
949746101WMT2WELLS FARGO CO NEW$2.7M2.40%45,030CommonNONE
023135106AMZNAMAZON COM INC$2.5M2.22%12,813CommonNONE
G54950103LINLINDE PLC$2.2M2.02%5,118CommonNONE
512807108LRCXEURLAM RESEARCH CORP$2.2M1.99%2,084CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$1.9M1.73%16,281CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$1.9M1.70%6,245CommonNONE
14020W106CGDVCAPITAL GROUP DIVIDEND VALUE$1.8M1.58%53,365CommonNONE
922907746VTEBVANGUARD MUN BD FDS$1.8M1.58%35,043CommonNONE
92826C839VVISA INC$1.7M1.56%6,620CommonNONE
45409F827MMITINDEXIQ ACTIVE ETF TR$1.6M1.44%66,346CommonNONE
452308109ITWILLINOIS TOOL WKS INC$1.6M1.42%6,690CommonNONE
235851102DHRDANAHER CORPORATION$1.5M1.34%5,954CommonNONE
78464A409SPYGSPDR SER TR$1.5M1.33%18,451CommonNONE
921946794VYMIVANGUARD WHITEHALL FDS$1.5M1.30%21,197CommonNONE
594918104MSFTMICROSOFT CORP$1.4M1.29%3,228CommonNONE
316188309FBNDFIDELITY MERRIMACK STR TR$1.4M1.26%31,322CommonNONE
65339F101NEENEXTERA ENERGY INC$1.4M1.24%19,583CommonNONE
742718109PGPROCTER AND GAMBLE CO$1.3M1.20%8,088CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$1.2M1.11%2,266CommonNONE
713448108PEPPEPSICO INC$1.2M1.07%7,214CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$1.1M0.97%2,400CommonNONE
595017104MCHPMICROCHIP TECHNOLOGY INC.$1.0M0.91%11,037CommonNONE
75513E101RTXRTX CORPORATION$1.0M0.91%10,045CommonNONE
00724F101ADBEADOBE INC$1.0M0.90%1,815CommonNONE
92647P126MODLVICTORY PORTFOLIOS II$1.0M0.90%26,879CommonNONE
384802104GWWGRAINGER W W INC$990,6600.89%1,098CommonNONE
02079K305GOOGLALPHABET INC$979,0650.88%5,375CommonNONE
46641Q670JCPBJ P MORGAN EXCHANGE TRADED F$973,3940.87%21,010CommonNONE
92206C102VGSHVANGUARD SCOTTSDALE FDS$945,2950.85%16,301CommonNONE
808524862SCHOSCHWAB STRATEGIC TR$939,1770.84%19,513CommonNONE
922908629VOVANGUARD INDEX FDS$899,3680.81%3,715CommonNONE
92206C409VCSHVANGUARD SCOTTSDALE FDS$893,6530.80%11,565CommonNONE
031162100AMGNAMGEN INC$864,8620.78%2,768CommonNONE
922908751VBVANGUARD INDEX FDS$862,2900.77%3,955CommonNONE
842587107SOSOUTHERN CO$848,5390.76%10,939CommonNONE
478160104JNJJOHNSON & JOHNSON$820,8350.74%5,616CommonNONE
02079K107GOOGALPHABET INC$789,2570.71%4,303CommonNONE
03027X100AMTAMERICAN TOWER CORP NEW$751,6680.67%3,867CommonNONE
46641Q167JAVAJ P MORGAN EXCHANGE TRADED F$731,2100.66%12,339CommonNONE
72201R866MUNIPIMCO ETF TR$715,4610.64%13,743CommonNONE
46090A804GTOPOWERSHARES ACTIVELY MANAGED$709,5870.64%15,306CommonNONE
723484101PNWPINNACLE WEST CAP CORP$668,0200.60%8,746CommonNONE
704326107PAYXPAYCHEX INC$661,3280.59%5,578CommonNONE
922908553VNQVANGUARD INDEX FDS$658,3790.59%7,860CommonNONE
512816109LAMRLAMAR ADVERTISING CO NEW$657,4150.59%5,500CommonNONE
30231G102XOMEXXON MOBIL CORP$647,0510.58%5,621CommonNONE
79466L302CRMSALESFORCE INC$634,2660.57%2,467CommonNONE
64110L106NFLXNETFLIX INC$625,6140.56%927CommonNONE
808524771FNDXSCHWAB STRATEGIC TR$589,5580.53%8,802CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$589,4380.53%6,718CommonNONE
931142103WMTWALMART INC$584,6090.52%8,634CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$580,6330.52%5,793CommonNONE
30303M102METAMETA PLATFORMS INC$579,3490.52%1,149CommonNONE
78464A284HYMBSPDR SER TR$574,0290.52%22,564CommonNONE
94106L109WMWASTE MGMT INC DEL$564,4980.51%2,646CommonNONE
438516106HONHONEYWELL INTL INC$562,6780.51%2,635CommonNONE
718546104PSXPHILLIPS 66$560,2070.50%3,968CommonNONE
17275R102CSCOCISCO SYS INC$553,9200.50%11,659CommonNONE
743315103PGRPROGRESSIVE CORP$553,7550.50%2,666CommonNONE
922908363VOOVANGUARD INDEX FDS$551,4240.49%1,103CommonNONE
670100205NVONOVO-NORDISK A S$545,5530.49%3,822CommonNONE
036752103ELVELEVANCE HEALTH INC$545,1120.49%1,006CommonNONE
833034101SNASNAP ON INC$541,3390.49%2,071CommonNONE
59156R108METMETLIFE INC$535,1990.48%7,625CommonNONE
88160R101TSLATESLA INC$529,5270.48%2,676CommonNONE
33939L662HYGVFLEXSHARES TR$528,0690.47%13,071CommonNONE
46641Q654JMSTJ P MORGAN EXCHANGE TRADED F$523,1810.47%10,310CommonNONE
579780206MKCMCCORMICK & CO INC$497,2190.45%7,009CommonNONE
863667101SYKSTRYKER CORPORATION$494,7240.44%1,454CommonNONE
09247X101BLKCHFBLACKROCK INC$485,7770.44%617CommonNONE
219948106CPAYCORPAY INC$479,5380.43%1,800CommonNONE
46090F100PDBCINVESCO ACTVELY MNGD ETC FD$467,7670.42%33,293CommonNONE
46266C105IQVIQVIA HLDGS INC$459,8820.41%2,175CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$459,4920.41%1,054CommonNONE
872590104TMUST-MOBILE US INC$455,6020.41%2,586CommonNONE
02361E108AMRCAMERESCO INC$450,8770.40%15,650CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$430,7060.39%1,124CommonNONE
20825C104COPCONOCOPHILLIPS$430,4160.39%3,763CommonNONE
72201R874SMMUPIMCO ETF TR$426,5390.38%8,553CommonNONE
580135101MCDMCDONALDS CORP$423,7990.38%1,663CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$421,9190.38%1,865CommonNONE
278865100ECLECOLAB INC$416,5000.37%1,750CommonNONE
717081103PFEPFIZER INC$407,3890.37%14,560CommonNONE
776696106ROPROPER TECHNOLOGIES INC$388,9260.35%690CommonNONE
31609A305FELGFIDELITY COVINGTON TRUST$381,5070.34%11,826CommonNONE
941848103WATWATERS CORP$380,6380.34%1,312CommonNONE
46654Q609JGROJ P MORGAN EXCHANGE TRADED F$363,6510.33%4,839CommonNONE
461202103INTUINTUIT$359,4940.32%547CommonNONE
67066V101NADNUVEEN QUALITY MUNCP INCOME$352,4120.32%30,018CommonNONE
00214Q104ARKKARK ETF TR$351,6000.32%8,000CommonNONE
166764100CVXCHEVRON CORP NEW$347,5660.31%2,222CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$328,7320.30%4,523CommonNONE
58933Y105MRKMERCK & CO INC$326,2130.29%2,635CommonNONE
855244109SBUXSTARBUCKS CORP$322,5470.29%4,143CommonNONE
92206C623VTWGVANGUARD SCOTTSDALE FDS$321,5120.29%1,683CommonNONE
494368103KMBKIMBERLY-CLARK CORP$310,9500.28%2,250CommonNONE
097023105BABOEING CO$309,4170.28%1,700CommonNONE
14020Y102CGCPCAPITAL GRP FIXED INCM ETF T$309,1920.28%13,915CommonNONE
191216100KOCOCA COLA CO$307,0430.28%4,824CommonNONE
189054109CLXCLOROX CO DEL$299,1430.27%2,192CommonNONE
21037T109CEGCONSTELLATION ENERGY CORP$286,9870.26%1,433CommonNONE
372460105GPCGENUINE PARTS CO$282,5880.25%2,043CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$268,8900.24%528CommonNONE
904767704UNILEVER PLC$241,2970.22%4,388CommonNONE
437076102HDHOME DEPOT INC$237,8700.21%691CommonNONE
539830109LMTLOCKHEED MARTIN CORP$235,8860.21%505CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$233,0320.21%1,152CommonNONE
21036P108STZCONSTELLATION BRANDS INC$232,5820.21%904CommonNONE
67074C103NBBNUVEEN TAXABLE MUNICPAL INM$225,0820.20%14,512CommonNONE
46982L108JJACOBS SOLUTIONS INC$223,2570.20%1,598CommonNONE
493267108KEYKEYCORP$223,0970.20%15,700CommonNONE
718172109PMPHILIP MORRIS INTL INC$215,9350.19%2,131CommonNONE
092528108SHYMBLACKROCK ETF TRUST II$211,2320.19%9,330CommonNONE
69351T106PPLPPL CORP$207,3750.19%7,500CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$206,2690.19%373CommonNONE
002824100ABTABBOTT LABS$203,8720.18%1,962CommonNONE
681919106OMCOMNICOM GROUP INC$200,2110.18%2,232CommonNONE
670657105XNEAXNUVEEN AMT FREE QLTY MUN INC$168,0270.15%14,662CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.