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Kuhn & Co Investment Counsel Historic Quarter Change: USA Stocks, New

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Kuhn & Co Investment Counsel historic quarter change: USA Stocks, New

In share positions in stocks (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Kuhn & Co Investment Counsel opened 53 positions, added to 263, reduced 197 and sold out of 37.

  • Q2 2026: Stock INTC; Country of operation United States; Class COM; Shares before 0.
  • Q2 2026: Stock AMAT; Country of operation United States; Class COM; Shares before 0.
  • Q2 2026: Stock HON; Country of operation United States; Class COM; Shares before 0.
  • Q2 2026: Stock HONA; Country of operation United States; Class COM; Shares before 0.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2011958), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-31); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-12); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-09); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-28); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-13); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-14); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-30); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-14); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-08); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-10). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2023-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026INTC
INTEL CORP		United StatesCOM04,231+4,231$0$590,785+$590,7852026-07-31
Q2 2026AMAT
APPLIED MATLS INC		United StatesCOM0556+556$0$401,988+$401,9882026-07-31
Q2 2026HON
HONEYWELL INTL INC		United StatesCOM01,434+1,434$0$321,073+$321,0732026-07-31
Q2 2026HONA
HONEYWELL AEROSPACE INC		United StatesCOM01,421+1,421$0$314,155+$314,1552026-07-31
Q2 2026NBIS
NEBIUS GROUP N.V.		SHS CLASS A0931+931$0$257,115+$257,1152026-07-31
Q2 2026UNH
UNITEDHEALTH GROUP INC		United StatesCOM0596+596$0$247,716+$247,7162026-07-31
Q2 2026STLD
STEEL DYNAMICS INC		United StatesCOM01,003+1,003$0$230,149+$230,1492026-07-31
Q2 2026MMM
3M CO		United StatesCOM01,365+1,365$0$221,008+$221,0082026-07-31
Q2 2026TFC
TRUIST FINL CORP		United StatesCOM04,311+4,311$0$214,775+$214,7752026-07-31
Q2 2026BKNG
BOOKING HOLDINGS INC		United StatesCOM01,196+1,196$0$213,176+$213,1762026-07-31
Q2 2026VZ
VERIZON COMMUNICATIONS INC		United StatesCOM04,860+4,860$0$205,780+$205,7802026-07-31
Q1 2026LNG
CHENIERE ENERGY INC		United StatesCOM NEW0882+882$0$250,277+$250,2772026-05-12
Q1 2026GLD
SPDR GOLD TR		United StatesGOLD SHS0500+500$0$215,145+$215,1452026-05-12
Q1 2026XEL
XCEL ENERGY INC		United StatesCOM02,662+2,662$0$211,470+$211,4702026-05-12
Q1 2026OKE
ONEOK INC NEW		United StatesCOM02,230+2,230$0$201,570+$201,5702026-05-12
Q4 2025WFC
WELLS FARGO CO NEW		United StatesCOM044,942+44,942$0$4,188,595+$4,188,5952026-02-09
Q4 2025XOMXXXX
EXXON MOBIL CORP		COM06,000+6,000$0$721,997+$721,9972026-02-09
Q4 2025SCHW
SCHWAB CHARLES CORP		United StatesCOM04,396+4,396$0$439,205+$439,2052026-02-09
Q4 2025COP
CONOCOPHILLIPS		United StatesCOM03,943+3,943$0$369,150+$369,1502026-02-09
Q4 2025MU
MICRON TECHNOLOGY INC		United StatesCOM01,009+1,009$0$287,979+$287,9792026-02-09
Q4 2025BUSE
FIRST BUSEY CORP		United StatesCOM NEW010,018+10,018$0$238,329+$238,3292026-02-09
Q4 2025CME
CME GROUP INC		United StatesCOM0861+861$0$235,122+$235,1222026-02-09
Q4 2025MRK
MERCK & CO INC		United StatesCOM02,172+2,172$0$228,625+$228,6252026-02-09
Q4 2025OTIS
OTIS WORLDWIDE CORP		United StatesCOM02,609+2,609$0$227,924+$227,9242026-02-09
Q4 2025PH
PARKER-HANNIFIN CORP		United StatesCOM0246+246$0$216,374+$216,3742026-02-09
Q4 2025TFC
TRUIST FINL CORP		United StatesCOM04,290+4,290$0$211,111+$211,1112026-02-09
Q4 2025TMO
THERMO FISHER SCIENTIFIC INC		United StatesCOM0362+362$0$209,761+$209,7612026-02-09
Q3 2025AVGO
BROADCOM INC		United StatesCOM01,388+1,388$0$457,834+$457,8342025-10-28
Q3 2025J
JACOBS SOLUTIONS INC		United StatesCOM01,518+1,518$0$227,488+$227,4882025-10-28
Q3 2025ANET
ARISTA NETWORKS INC		United StatesCOM SHS01,476+1,476$0$215,068+$215,0682025-10-28
Q3 2025ADSK
AUTODESK INC		United StatesCOM0668+668$0$212,204+$212,2042025-10-28
Q2 2025KMI
KINDER MORGAN INC DEL		United StatesCOM09,256+9,256$0$272,127+$272,1272025-08-13
Q2 2025BUSE
FIRST BUSEY CORP		United StatesCOM NEW010,018+10,018$0$229,262+$229,2622025-08-13
Q2 2025BRKB
BERKSHIRE HATHAWAY INC DEL		CL B NEW0448+448$0$217,625+$217,6252025-08-13
Q2 2025MMM
3M CO		United StatesCOM01,355+1,355$0$206,286+$206,2862025-08-13
Q2 2025ADI
ANALOG DEVICES INC		United StatesCOM0843+843$0$200,651+$200,6512025-08-13
Q1 2025AJG
GALLAGHER ARTHUR J & CO		United StatesCOM0686+686$0$236,835+$236,8352025-05-14
Q1 2025HCA
HCA HEALTHCARE INC		United StatesCOM0593+593$0$204,912+$204,9122025-05-14
Q4 2024LRCX
LAM RESEARCH CORP		United StatesCOM NEW020,840+20,840$0$1,505,274+$1,505,2742025-01-30
Q4 2024BLK
BLACKROCK INC		United StatesCOM0618+618$0$633,518+$633,5182025-01-30
Q4 2024IBM
INTERNATIONAL BUSINESS MACHS		United StatesCOM02,007+2,007$0$441,199+$441,1992025-01-30
Q4 2024BDX
BECTON DICKINSON & CO		United StatesCOM01,332+1,332$0$302,191+$302,1912025-01-30
Q4 2024OKE
ONEOK INC NEW		United StatesCOM01,999+1,999$0$200,700+$200,7002025-01-30
Q3 2024HCA
HCA HEALTHCARE INC		United StatesCOM0591+591$0$240,201+$240,2012024-11-14
Q3 2024ZTS
ZOETIS INC		United StatesCL A01,086+1,086$0$212,183+$212,1832024-11-14
Q3 2024XEL
XCEL ENERGY INC		United StatesCOM03,159+3,159$0$206,283+$206,2832024-11-14
Q2 2024CEG
CONSTELLATION ENERGY CORP		United StatesCOM01,433+1,433$0$286,987+$286,9872024-08-08
Q2 2024PM
PHILIP MORRIS INTL INC		United StatesCOM02,131+2,131$0$215,935+$215,9352024-08-08
Q2 2024OMC
OMNICOM GROUP INC		United StatesCOM02,232+2,232$0$200,211+$200,2112024-08-08
Q1 2024CPAY
CORPAY INC		United StatesCOM SHS01,800+1,800$0$555,372+$555,3722024-05-10
Q1 2024PFE
PFIZER INC		United StatesCOM014,470+14,470$0$401,543+$401,5432024-05-10
Q1 2024CRWD
CROWDSTRIKE HLDGS INC		United StatesCL A01,124+1,124$0$360,344+$360,3442024-05-10
Q1 2024COIN
COINBASE GLOBAL INC		United StatesCOM CL A0835+835$0$221,376+$221,3762024-05-10

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