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  Name: Kuhn & Co Investment Counsel
  City: Chicago
  State: IL
  Zip: 60631
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $106,361,000
  Total Value Change : $8,779,000
  Securities Held Change : -1
   
All Securities Held : 123
  New Positions : 6
  Closed Positions : 7
  Increased Positions : 41
  Unchanged Positions : 49
  Decreased Positions : 27

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Holdings Found : 6     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (NVO)1 Year Chart         NVO Novo Nordisk A/S (ADR) 77 New $131.89 $488,000 3,800 0.46% 488,000 3,800 0    Drug Manufacturers - ...
   (PFE)1 Year Chart         PFE Pfizer Inc 86 New $28.64 $402,000 14,470 0.38% 402,000 14,470 0    Drug Manufacturers - ...
   (CRWD)1 Year Chart         CRWD Crowdstrike Holdings, Inc. 94 New $345.93 $360,000 1,124 0.34% 360,000 1,124 0.001    N/A
   (COIN)1 Year Chart         COIN Coinbase Global, Inc. 119 New $207.60 $221,000 835 0.21% 221,000 835 0.001    N/A
   (XLV)1 Year Chart         XLV SPDR Select Sector Health 121 New $146.31 $207,000 1,402 0.19% 207,000 1,402 0    Closed - End Fund - E...
   (NEA)1 Year Chart         NEA Nuveen Insured Tax Free Adv... 123 New $10.98 $162,000 14,662 0.15% 162,000 14,662 0.007    Closed - End Fund - Debt

      6 Records Found
  1    
Page 1 of 1
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