Kuhn & Co Investment Counsel Q2 2026 Portfolio Activity: Major Buys and Relocations

Kuhn & Co Investment Counsel's portfolio saw activity during Q2 2026, as evidenced by changes in specific holdings. The firm managed a total portfolio value of $172,174,280 as of June 30th.

Significant Purchases This Quarter

Kuhn & Co demonstrated strong buying activity during Q2 2026, notably increasing positions in several Vanguard fund equivalents. The most substantial purchase was observed in VUG (Vanguard Information Technology ETF), where the firm added over 61,846 shares, representing a staggering increase of approximately 507.85% compared to the previous quarter.

Another significant addition was VO (Vanguard Total Stock Market ETF), with an increase of about 11,261 shares in this quarter alone. This suggests a continued confidence or strategic shift towards broad market exposure.

Furthermore, the firm increased its stake in AAPL (Apple Inc), adding 218 shares and boosting its allocation slightly. A notable increase was also seen in LRCX (Lam Research Corporation) despite a significant share decrease later, indicating an overall positive stance during the quarter.

Sales and Relocations

Kuhn & Co also adjusted its portfolio by reducing positions in certain funds. The largest reduction occurred in VUG, where the firm sold over 75,160 shares during Q2, resulting in a nearly -12.11% change for that specific holding.

Similarly, there were substantial reductions in CGGR (Capital Group Growth ETF), with sales of over 4,062 shares (-3.06% change), and even more significant cuts to LRCX where the firm sold approximately 18,490 shares (based on prior period data) leading to a -18.49% change.

The firm also exited its position in NAD (Nuveen Quality Municipal Income Fund) entirely during this quarter, as the allocation percentage dropped to 0%. This indicates a complete divestment from that holding.

New Positions and Minor Adjustments

In addition to major adjustments, Kuhn & Co established new positions in NAD (now exited) and MMIT (New York Life Investors Active Equity Fund), which entered the portfolio with a 6.39% increase in shares during Q2.

The firm also purchased small allocations, such as TDIV (First Trust Exchange-Traded Fund for Municipal Income) and PDBC (Invesco Active-Managed Municipal Bond ETF), though these additions were relatively minor compared to the overall portfolio.

Technology Focus Remains Strong

The Technology sector remains a significant part of Kuhn & Co's holdings, currently accounting for approximately 12.12% of the total portfolio value ($20,874,790). Within this sector, notable changes occurred during Q2.

While Vanguard funds like VUG and VO saw major increases, specific Technology stocks also moved in Kuhn & Co's direction. The firm increased its stake in AAPL, adding 218 shares.

Conversely, the holding of NVDA (NVIDIA Corporation) saw a reduction during Q2. The firm sold approximately 703,024 shares (-7.02% change) based on prior period data adjustments.

Kuhn & Co Investment Counsel's portfolio changes in Q2 reflect both strategic additions and reductions across various sectors and types of holdings, from large-cap tech to broad market ETFs and specific muni funds.