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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Kuhn & Co Investment Counsel

Quarter ended Q2 2025 · Filed August 13, 2025 · Accession 0001172661-25-003099

Total Value
$132.3M
Positions
132
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (132)

#IssuerTicker / CUSIPSharesValue% of Filing
1SCHWAB STRATEGIC TR808524755128,459$5.1M3.89%
2CAPITAL GROUP GROWTH ETF14020G101122,740$5.0M3.77%
3NVIDIA CORPORATIONNVDA29,450$4.7M3.52%
4VANGUARD INDEX FDS9229087369,907$4.3M3.28%
5VANGUARD INDEX FDS92290874424,409$4.3M3.26%
6APPLE INCAAPL19,729$4.0M3.06%
7WELLS FARGO CO NEW94974610144,942$3.6M2.72%
8CAPITAL GROUP DIVIDEND VALUE14020W10677,242$3.1M2.31%
9AMAZON COM INCAMZN12,902$2.8M2.14%
10ELI LILLY & COLLY3,345$2.6M1.97%
11SPDR SERIES TRUST78464A40924,046$2.3M1.73%
12VICTORY PORTFOLIOS II92647P12652,078$2.2M1.70%
13VANGUARD WHITEHALL FDS92194640616,732$2.2M1.69%
14VANGUARD MUN BD FDS92290774645,487$2.2M1.69%
15VISA INCV6,096$2.2M1.64%
16LINDE PLCLIN4,283$2.0M1.52%
17LAM RESEARCH CORPLRCX19,191$1.9M1.41%
18NEW YORK LIFE INVTS ACTIVE E45409F82777,193$1.8M1.39%
19FIDELITY MERRIMACK STR TR31618830939,125$1.8M1.35%
20ACCENTURE PLC IRELANDACN5,888$1.8M1.33%
21GOLDMAN SACHS GROUP INCGSCE2,484$1.8M1.33%
22VANGUARD WHITEHALL FDS92194679421,233$1.7M1.29%
23MICROSOFT CORPMSFT3,280$1.6M1.23%
24SPDR S&P 500 ETF TRSPY2,566$1.6M1.20%
25ILLINOIS TOOL WKS INC4523081095,810$1.4M1.09%
26MCDONALDS CORPMCD4,896$1.4M1.08%
27VANGUARD SCOTTSDALE FDS92206C40917,117$1.4M1.03%
28RTX CORPORATIONRTX9,310$1.4M1.03%
29NEXTERA ENERGY INCNEE-PW18,912$1.3M0.99%
30VANGUARD SCOTTSDALE FDS92206C10221,934$1.3M0.97%
31GRAINGER W W INC3848021041,098$1.1M0.86%
32META PLATFORMS INCMETA1,480$1.1M0.83%
33DANAHER CORPORATION2358511025,455$1.1M0.81%
34VANGUARD INDEX FDS9229086293,754$1.1M0.79%
35PROCTER AND GAMBLE CO7427181096,444$1.0M0.78%
36SOUTHERN COSOMN10,975$1.0M0.76%
37PIMCO ETF TR72201R86619,500$1.0M0.76%
38FIDELITY COVINGTON TRUST31609252723,974$994,2020.75%
39ALPHABET INCGOOG5,536$975,6510.74%
40INVESCO ACTVELY MNGD ETC FDIVZ73,824$962,6650.73%
41VANGUARD INDEX FDS9229087514,043$958,1020.72%
42SCHWAB STRATEGIC TR80852477138,161$936,4710.71%
43NETFLIX INCNFLX689$922,6610.70%
44PEPSICO INCPEP6,748$891,0230.67%
45J P MORGAN EXCHANGE TRADED F46641Q16713,562$888,3110.67%
46TESLA INCTSLA2,745$871,9770.66%
47AMERICAN TOWER CORP NEW03027X1003,867$854,6850.65%
48WALMART INCWMT8,634$844,2330.64%
49JOHNSON & JOHNSONJNJ5,517$842,7220.64%
50J P MORGAN EXCHANGE TRADED F46641Q67017,770$836,2570.63%
51J P MORGAN EXCHANGE TRADED F46641Q65416,371$833,6120.63%
52CAPITAL GROUP INTL FOCUS EQT14019W10930,021$814,4700.62%
53PAYCHEX INCPAYX5,578$811,3760.61%
54JPMORGAN CHASE & CO.VYLD2,796$810,6730.61%
55SPDR SERIES TRUST78464A28432,685$809,9350.61%
56SCHWAB STRATEGIC TR80852486232,664$796,3530.60%
57MICROCHIP TECHNOLOGY INC.MCHPP11,000$774,0700.59%
58AMGEN INCAMGN2,768$772,8540.58%
59PINNACLE WEST CAP CORPPNW8,596$769,0850.58%
60ALPHABET INCGOOG4,303$763,3100.58%
61INVESCO ACTIVELY MANAGED EXCIVZ15,663$734,4390.56%
62PIMCO ETF TR72201R87414,495$727,2150.55%
63PROGRESSIVE CORP7433151032,679$714,9180.54%
64ADOBE INCADBE1,800$696,3840.53%
65AMERICAN ELEC PWR CO INC0255371016,568$681,4960.52%
66SALESFORCE INCCRM2,467$672,7270.51%
67DUKE ENERGY CORP NEWDUKB5,676$669,7680.51%
68LAMAR ADVERTISING CO NEWLAMR5,500$667,4800.50%
69BLACKROCK INCBLK618$648,4370.49%
70NUVEEN QUALITY MUNCP INCOMENU57,212$645,9240.49%
71EXXON MOBIL CORPXOM5,776$622,6150.47%
72HONEYWELL INTL INC4385161062,658$618,9960.47%
73T-MOBILE US INCTMUSZ2,586$616,1410.47%
74METLIFE INCMET-PF7,625$613,2030.46%
75WASTE MGMT INC DEL94106L1092,646$605,4580.46%
76CORPAY INCCPAY1,800$597,2760.45%
77INTERNATIONAL BUSINESS MACHSINTR1,992$587,2020.44%
78PHILLIPS 66PSX4,903$584,9660.44%
79STRYKER CORPORATIONSYK1,454$575,2470.43%
80AMERICAN CENTY ETF TR0250726048,316$569,9790.43%
81FIDELITY COVINGTON TRUST31609A30515,372$569,2260.43%
82SELECT SECTOR SPDR TR81369Y8032,144$542,9260.41%
83MCCORMICK & CO INCMKC-V7,009$531,4230.40%
84CISCO SYS INCCSCO7,170$497,4550.38%
85CONSTELLATION ENERGY CORPCEG1,533$494,7920.37%
86ECOLAB INCECL1,752$472,0590.36%
87SNAP ON INCSNA1,471$457,7460.35%
88WATERS CORP9418481031,282$447,4700.34%
89NORTHROP GRUMMAN CORPNOC850$424,9830.32%
90UBER TECHNOLOGIES INCUBER4,498$419,6640.32%
91VANGUARD BD INDEX FDS9219378195,363$414,7750.31%
92FLEXSHARES TRFLEX10,105$414,6090.31%
93J P MORGAN EXCHANGE TRADED F46654Q6094,808$413,8250.31%
94INTUITINTU520$409,5680.31%
95CROWDSTRIKE HLDGS INCCRWD801$407,9580.31%
96AMERESCO INCAMRC25,650$389,6240.29%
97ELEVANCE HEALTH INCELV1,000$388,9600.29%
98PHILIP MORRIS INTL INC7181721092,131$388,1200.29%
99ROPER TECHNOLOGIES INCROP675$382,6170.29%
100STARBUCKS CORPSBUX4,166$381,7420.29%
101PFIZER INCPFE14,800$358,7520.27%
102BLACKROCK ETF TRUST IIBLK15,972$356,3360.27%
103VANGUARD SCOTTSDALE FDS92206C6231,690$352,3710.27%
104BOEING COBA-PA1,654$346,5630.26%
105IQVIA HLDGS INCIQV2,175$342,7590.26%
106COCA COLA COKO4,829$341,6360.26%
107CONOCOPHILLIPSCOP3,761$337,5560.26%
108CHEVRON CORP NEWCVX2,218$317,5960.24%
109J P MORGAN EXCHANGE TRADED F46641Q3325,400$306,9900.23%
110ARK ETF TR00214Q4012,000$295,2400.22%
111KIMBERLY-CLARK CORPKMB2,250$290,0700.22%
112ARK ETF TR00214Q1044,000$281,1600.21%
113NOVO-NORDISK A SNONOF3,970$274,0100.21%
114KINDER MORGAN INC DELEP-PC9,256$272,1270.21%
115ABBOTT LABSABLZF1,983$269,7080.20%
116UNILEVER PLCUNLYF4,388$268,4140.20%
117INVESCO QQQ TRIVZ466$257,2260.19%
118HOME DEPOT INCHD691$253,3490.19%
119GENUINE PARTS COGPC2,043$247,8370.19%
120SELECT SECTOR SPDR TR81369Y2091,823$245,7230.19%
121PPL CORPPPLC7,000$237,2300.18%
122NUVEEN TAXABLE MUNICPAL INMNU14,512$229,5800.17%
123FIRST BUSEY CORPBUSEP10,018$229,2620.17%
124BECTON DICKINSON & COBDX1,328$228,7480.17%
125HCA HEALTHCARE INCHCA596$228,3280.17%
126WISDOMTREE TRWT2,725$223,8320.17%
127GALLAGHER ARTHUR J & CO363576109686$219,6030.17%
128BERKSHIRE HATHAWAY INC DELBRK-A448$217,6250.16%
1293M COMMM1,355$206,2860.16%
130ANALOG DEVICES INCADI843$200,6510.15%
131KEYCORP49326710810,700$186,3940.14%
132NUVEEN AMT FREE QLTY MUN INCNU16,882$184,3520.14%