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Kuhn & Co Investment Counsel Last Quarter Change: USA Stocks, Sold Out

Kuhn & Co Investment Counsel quarter change: USA Stocks, Sold out

In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Kuhn & Co Investment Counsel opened 11 positions, added to 73, reduced 5, sold out of 7 and left 7 unchanged. The largest increase in value was LRCX (+$2,473,470); the largest decrease was HONZZZZ (-$643,508).

  • HONZZZZ: Country of operation —; Class COM; Shares 2026-03-31 2,847; Shares 2026-06-30 0.
  • CRWD: Country of operation United States; Class CL A; Shares 2026-03-31 801; Shares 2026-06-30 0.
  • CME: Country of operation United States; Class COM; Shares 2026-03-31 865; Shares 2026-06-30 0.
  • INTU: Country of operation United States; Class COM; Shares 2026-03-31 538; Shares 2026-06-30 0.

Two Form 13F-HR filings compared (SEC CIK 2011958): 2026-03-31 (filed 2026-05-12) and 2026-06-30 (filed 2026-07-31). 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; share change is the position change.

StockCountry of operationClassShares 2026-03-31Shares 2026-06-30Share changeValue 2026-03-31Value 2026-06-30Value change
HONZZZZ
HONEYWELL INTL INC
COM2,8470-2,847$643,508$0-$643,508
CRWD
CROWDSTRIKE HLDGS INC
United StatesCL A8010-801$312,719$0-$312,719
CME
CME GROUP INC
United StatesCOM8650-865$255,478$0-$255,478
INTU
INTUIT
United StatesCOM5380-538$232,621$0-$232,621
GLD
SPDR GOLD TR
United StatesGOLD SHS5000-500$215,145$0-$215,145
OKE
ONEOK INC NEW
United StatesCOM2,2300-2,230$201,570$0-$201,570
OTIS
OTIS WORLDWIDE CORP
United StatesCOM2,6090-2,609$201,127$0-$201,127

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