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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 Q4 2025 · Filed February 9, 2026 · Accession 0001172661-26-000534

Total Value
$150.1M
Positions
142
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (142)

#IssuerTicker / CUSIPSharesValue% of Filing
1SCHWAB STRATEGIC TR808524755131,947$6.0M3.98%
2VANGUARD INDEX FDS92290874429,090$5.6M3.70%
3CAPITAL GROUP GROWTH ETF14020G101122,434$5.4M3.63%
4NVIDIA CORPORATIONNVDA28,944$5.4M3.60%
5APPLE INCAAPL19,503$5.3M3.53%
6VANGUARD INDEX FDS92290873610,284$5.0M3.34%
7WELLS FARGO CO NEW94974610144,942$4.2M2.79%
8CAPITAL GROUP DIVIDEND VALUE14020W10686,182$3.8M2.51%
9ELI LILLY & COLLY3,201$3.4M2.29%
10LAM RESEARCH CORPLRCX19,191$3.3M2.19%
11AMAZON COM INCAMZN12,952$3.0M1.99%
12SPDR SERIES TRUST78464A40926,374$2.8M1.88%
13VICTORY PORTFOLIOS II92647P12656,502$2.7M1.79%
14VANGUARD WHITEHALL FDS92194640617,537$2.5M1.68%
15VANGUARD MUN BD FDS92290774646,737$2.4M1.57%
16VANGUARD SCOTTSDALE FDS92206C40928,067$2.2M1.49%
17VISA INCV6,096$2.1M1.42%
18ALPHABET INCGOOG6,564$2.1M1.37%
19FIDELITY MERRIMACK STR TR31618830944,623$2.1M1.37%
20GOLDMAN SACHS GROUP INCGSCE2,323$2.0M1.36%
21VANGUARD SCOTTSDALE FDS92206C10233,339$2.0M1.30%
22VANGUARD WHITEHALL FDS92194679421,410$1.9M1.28%
23VANGUARD BD INDEX FDS92193781923,913$1.9M1.24%
24MICROSOFT CORPMSFT3,563$1.7M1.15%
25NEW YORK LIFE INVTS ACTIVE E45409F82766,849$1.6M1.08%
26RTX CORPORATIONRTX8,820$1.6M1.08%
27NEXTERA ENERGY INCNEE-PW19,254$1.5M1.03%
28LINDE PLCLIN3,423$1.5M0.97%
29FIDELITY COVINGTON TRUST31609252731,584$1.4M0.93%
30PIMCO ETF TR72201R86625,521$1.3M0.89%
31ACCENTURE PLC IRELANDACN4,891$1.3M0.87%
32TESLA INCTSLA2,795$1.3M0.84%
33NUVEEN QUALITY MUNCP INCOMENU99,904$1.2M0.80%
34JOHNSON & JOHNSONJNJ5,529$1.1M0.76%
35SCHWAB STRATEGIC TR80852477141,868$1.1M0.76%
36INVESCO ACTVELY MNGD ETC FDIVZ84,304$1.1M0.74%
37WW GRAINGER INC3848021041,098$1.1M0.74%
38CAPITAL GROUP INTL FOCUS EQT14019W10937,384$1.1M0.74%
39VANGUARD INDEX FDS9229086293,754$1.1M0.73%
40ILLINOIS TOOL WKS INC4523081094,350$1.1M0.71%
41VANGUARD INDEX FDS9229087514,090$1.1M0.70%
42META PLATFORMS INCMETA1,490$983,5350.66%
43WALMART INCWMT8,634$961,9140.64%
44SOUTHERN COSOMN10,975$957,0200.64%
45PEPSICO INCPEP6,638$952,7040.63%
46JPMORGAN CHASE & CO.VYLD2,940$947,1680.63%
47ALPHABET INCGOOG2,943$923,5140.62%
48J P MORGAN EXCHANGE TRADED F46641Q67019,416$919,3480.61%
49PROCTER AND GAMBLE CO7427181096,378$914,0320.61%
50AMGEN INCAMGN2,768$905,9950.60%
51J P MORGAN EXCHANGE TRADED F46641Q16711,795$845,9380.56%
52J P MORGAN EXCHANGE TRADED F46641Q65416,334$832,0540.55%
53SCHWAB STRATEGIC TR80852486233,684$820,8730.55%
54SPDR S&P 500 ETF TRSPY1,150$784,4350.52%
55MCDONALDS CORPMCD2,554$780,5800.52%
56PIMCO ETF TR72201R87415,132$763,1070.51%
57PINNACLE WEST CAP CORPPNW8,596$762,4660.51%
58AMERICAN ELEC PWR CO INC0255371016,568$757,3570.50%
59FIDELITY COVINGTON TRUST31609A30517,847$744,2200.50%
60INVESCO ACTIVELY MANAGED EXCIVZ15,663$742,7400.49%
61AMERICAN CENTY ETF TR0250726049,553$735,7730.49%
62EXXON MOBIL CORPXOM6,000$721,9970.48%
63SPDR SERIES TRUST78464A28428,181$702,8350.47%
64FLEXSHARES TRFLEX17,124$697,5470.46%
65LAMAR ADVERTISING CO NEWLAMR5,500$696,1900.46%
66AMERICAN TOWER CORP NEW03027X1003,950$693,5020.46%
67DUKE ENERGY CORP NEWDUKB5,676$665,2840.44%
68AMERESCO INCAMRC22,650$663,4190.44%
69BLACKROCK INCBLK618$661,4710.44%
70SALESFORCE INCCRM2,467$653,5330.44%
71PHILLIPS 66PSX4,994$644,4670.43%
72NETFLIX INCNFLX6,827$640,1000.43%
73PAYCHEX INCPAYX5,578$625,7410.42%
74BROADCOM INCAVGO1,800$622,9280.42%
75INTERNATIONAL BUSINESS MACHSINTR2,087$618,1910.41%
76SELECT SECTOR SPDR TR81369Y8034,288$617,3440.41%
77PROGRESSIVE CORP7433151032,679$610,0620.41%
78METLIFE INCMET-PF7,625$601,9180.40%
79ADOBE INCADBE1,600$559,9840.37%
80HONEYWELL INTL INC4385161062,847$555,4220.37%
81DANAHER CORPORATION2358511022,390$547,1190.36%
82CORPAY INCCPAY1,800$541,6740.36%
83CONSTELLATION ENERGY CORPCEG1,533$541,5630.36%
84CISCO SYS INCCSCO6,860$528,4260.35%
85BLACKROCK ETF TRUST IIBLK23,720$527,0590.35%
86T-MOBILE US INCTMUSZ2,586$525,0620.35%
87STRYKER CORPORATIONSYK1,481$520,5280.35%
88IQVIA HLDGS INCIQV2,225$501,5380.33%
89WATERS CORP9418481031,282$486,9430.32%
90NORTHROP GRUMMAN CORPNOC850$484,6790.32%
91MCCORMICK & CO INCMKC-V7,009$477,3830.32%
92ECOLAB INCECL1,752$459,9360.31%
93SCHWAB CHARLES CORPSCHW-PJ4,396$439,2050.29%
94J P MORGAN EXCHANGE TRADED F46654Q6094,508$418,3430.28%
95VANGUARD SCOTTSDALE FDS92206C6231,690$398,8870.27%
96CROWDSTRIKE HLDGS INCCRWD801$375,4770.25%
97ELEVANCE HEALTH INC FORMERLYELV1,067$374,0370.25%
98CONOCOPHILLIPSCOP3,943$369,1500.25%
99PFIZER INCPFE14,800$368,5200.25%
100UBER TECHNOLOGIES INCUBER4,498$367,5320.24%
101BOEING COBA-PA1,684$365,6310.24%
102INTUITINTU530$351,0830.23%
103STARBUCKS CORPSBUX4,168$351,0240.23%
104CHEVRON CORP NEWCVX2,266$345,3620.23%
105PHILIP MORRIS INTL INC7181721092,131$341,8130.23%
106MICROCHIP TECHNOLOGY INC.MCHPP5,157$328,6050.22%
107COCA COLA COKO4,659$325,7110.22%
108SELECT SECTOR SPDR TR81369Y2092,073$320,9010.21%
109J P MORGAN EXCHANGE TRADED F46641Q3325,400$309,0960.21%
110ARK ETF TR00214Q1044,000$307,6800.21%
111ROPER TECHNOLOGIES INCROP675$300,4630.20%
112ARK ETF TR00214Q4012,000$295,4600.20%
113MICRON TECHNOLOGY INCMU1,009$287,9790.19%
114WASTE MGMT INC DEL94106L1091,304$286,5020.19%
115ABBOTT LABSABLZF2,259$283,0310.19%
116KEYCORP49326710813,620$281,1170.19%
117HCA HEALTHCARE INCHCA596$278,2490.19%
118VANGUARD INDEX FDS922908363425$266,3370.18%
119INVESCO QQQ TRIVZ431$264,9720.18%
120BECTON DICKINSON & COBDX1,328$257,7250.17%
121UNILEVER PLCUNLYF3,900$255,0600.17%
122KINDER MORGAN INC DELEP-PC9,256$254,4480.17%
123ISHARES TR4642873092,055$253,3000.17%
124GENUINE PARTS COGPC2,043$251,2080.17%
125PPL CORPPPLC7,000$245,1400.16%
126WISDOMTREE TRWT2,725$240,0180.16%
127FIRST BUSEY CORPBUSEP10,018$238,3290.16%
128SNAP ON INCSNA691$238,1190.16%
129HOME DEPOT INCHD691$237,7740.16%
130CME GROUP INCCME861$235,1220.16%
131NUVEEN AMT FREE QLTY MUN INCNU19,882$231,2280.15%
132NUVEEN TAXABLE MUNICPAL INMNU14,512$229,2900.15%
133MERCK & CO INCMRK2,172$228,6250.15%
134ANALOG DEVICES INCADI843$228,6220.15%
135OTIS WORLDWIDE CORPOTIS2,609$227,9240.15%
136BERKSHIRE HATHAWAY INC DELBRK-A450$226,1930.15%
1373M COMMM1,355$216,9360.14%
138PARKER-HANNIFIN CORPPH246$216,3740.14%
139TRUIST FINL CORP89832Q1094,290$211,1110.14%
140THERMO FISHER SCIENTIFIC INCTMO362$209,7610.14%
141ARISTA NETWORKS INCANET1,561$204,5380.14%
142JACOBS SOLUTIONS INCJ1,518$201,0750.13%