Chief Compliance Officer

0001172661-24-002141.txt : 20240510 0001172661-24-002141.hdr.sgml : 20240510 20240510133422 ACCESSION NUMBER: 0001172661-24-002141 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240510 DATE AS OF CHANGE: 20240510 EFFECTIVENESS DATE: 20240510 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Kuhn & Co Investment Counsel CENTRAL INDEX KEY: 0002011958 ORGANIZATION NAME: IRS NUMBER: 844596748 STATE OF INCORPORATION: IL FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-23882 FILM NUMBER: 24934000 BUSINESS ADDRESS: STREET 1: 8770 WEST BRYN MAWR AVENUE STREET 2: SUITE 710 CITY: CHICAGO STATE: IL ZIP: 60631 BUSINESS PHONE: 6304167700 MAIL ADDRESS: STREET 1: 8770 WEST BRYN MAWR AVENUE STREET 2: SUITE 710 CITY: CHICAGO STATE: IL ZIP: 60631 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0002011958 XXXXXXXX 03-31-2024 03-31-2024 false Kuhn & Co Investment Counsel

8770 West Bryn Mawr Avenue Suite 710 Chicago IL 60631

13F HOLDINGS REPORT 028-23882 000306434 801-126088 N Kevin Kuhn Chief Compliance Officer 6304167700 /s/ Kevin Kuhn Chicago IL 05-10-2024 0 123 106359101 INFORMATION TABLE 2 infotable.xml ABBOTT LABS COM 002824100 224706 1977 SH SOLE 0 0 1977 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 2175325 6276 SH SOLE 0 0 6276 ADOBE INC COM 00724F101 930483 1844 SH SOLE 0 0 1844 ALPHABET INC CAP STK CL A 02079K305 805212 5335 SH SOLE 0 0 5335 ALPHABET INC CAP STK CL C 02079K107 655175 4303 SH SOLE 0 0 4303 AMAZON COM INC COM 023135106 2289564 12693 SH SOLE 0 0 12693 AMERESCO INC CL A 02361E108 377635 15650 SH SOLE 0 0 15650 AMERICAN ELEC PWR CO INC COM 025537101 578420 6718 SH SOLE 0 0 6718 AMERICAN TOWER CORP NEW COM 03027X100 764081 3867 SH SOLE 0 0 3867 AMGEN INC COM 031162100 786998 2768 SH SOLE 0 0 2768 APPLE INC COM 037833100 3322527 19376 SH SOLE 0 0 19376 ARK ETF TR INNOVATION ETF 00214Q104 400640 8000 SH SOLE 0 0 8000 BLACKROCK INC COM 09247X101 514393 617 SH SOLE 0 0 617 BOEING CO COM 097023105 330399 1712 SH SOLE 0 0 1712 CAPITAL GROUP DIVIDEND VALUE SHS CREATION UNI 14020W106 1586845 48826 SH SOLE 0 0 48826 CAPITAL GROUP GROWTH ETF SHS CREATION UNI 14020G101 3083101 96377 SH SOLE 0 0 96377 CAPITAL GRP FIXED INCM ETF T CORE PLUS INCM 14020Y102 285242 12700 SH SOLE 0 0 12700 CHEVRON CORP NEW COM 166764100 455080 2885 SH SOLE 0 0 2885 CISCO SYS INC COM 17275R102 587491 11771 SH SOLE 0 0 11771 CLOROX CO DEL COM 189054109 335618 2192 SH SOLE 0 0 2192 COCA COLA CO COM 191216100 295047 4823 SH SOLE 0 0 4823 COINBASE GLOBAL INC COM CL A 19260Q107 221376 835 SH SOLE 0 0 835 CONOCOPHILLIPS COM 20825C104 481363 3782 SH SOLE 0 0 3782 CONSTELLATION BRANDS INC CL A 21036P108 245672 904 SH SOLE 0 0 904 CORPAY INC COM SHS 219948106 555372 1800 SH SOLE 0 0 1800 CROWDSTRIKE HLDGS INC CL A 22788C105 360344 1124 SH SOLE 0 0 1124 DANAHER CORPORATION COM 235851102 1490579 5969 SH SOLE 0 0 5969 DUKE ENERGY CORP NEW COM NEW 26441C204 560242 5793 SH SOLE 0 0 5793 ECOLAB INC COM 278865100 404075 1750 SH SOLE 0 0 1750 ELEVANCE HEALTH INC COM 036752103 521652 1006 SH SOLE 0 0 1006 ELI LILLY & CO COM 532457108 2880008 3702 SH SOLE 0 0 3702 EXXON MOBIL CORP COM 30231G102 547809 4713 SH SOLE 0 0 4713 FIDELITY COVINGTON TRUST ENHANCED LARGE 31609A305 262227 8874 SH SOLE 0 0 8874 FIDELITY MERRIMACK STR TR TOTAL BD ETF 316188309 1370266 30242 SH SOLE 0 0 30242 FLEXSHARES TR HIG YLD VL ETF 33939L662 537349 13071 SH SOLE 0 0 13071 GENUINE PARTS CO COM 372460105 316522 2043 SH SOLE 0 0 2043 GOLDMAN SACHS GROUP INC COM 38141G104 1005380 2407 SH SOLE 0 0 2407 GRAINGER W W INC COM 384802104 1116996 1098 SH SOLE 0 0 1098 HOME DEPOT INC COM 437076102 268904 701 SH SOLE 0 0 701 HONEYWELL INTL INC COM 438516106 544734 2654 SH SOLE 0 0 2654 ILLINOIS TOOL WKS INC COM 452308109 1796738 6696 SH SOLE 0 0 6696 INDEXIQ ACTIVE ETF TR IQ MACKAY INTRME 45409F827 1430694 58659 SH SOLE 0 0 58659 INTUIT COM 461202103 355550 547 SH SOLE 0 0 547 INVESCO ACTIVELY MANAGED ETF TOTAL RETURN 46090A804 658430 14066 SH SOLE 0 0 14066 INVESCO ACTVELY MNGD ETC FD OPTIMUM YIELD 46090F100 300522 21667 SH SOLE 0 0 21667 IQVIA HLDGS INC COM 46266C105 550036 2175 SH SOLE 0 0 2175 J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL 46641Q654 442301 8717 SH SOLE 0 0 8717 J P MORGAN EXCHANGE TRADED F ACTIVE GROWTH 46654Q609 364320 5189 SH SOLE 0 0 5189 J P MORGAN EXCHANGE TRADED F CORE PLUS BD ETF 46641Q670 887655 19030 SH SOLE 0 0 19030 J P MORGAN EXCHANGE TRADED F ACTIVE VALUE ETF 46641Q167 639566 10679 SH SOLE 0 0 10679 JACOBS SOLUTIONS INC COM 46982L108 245661 1598 SH SOLE 0 0 1598 JOHNSON & JOHNSON COM 478160104 889028 5620 SH SOLE 0 0 5620 JPMORGAN CHASE & CO COM 46625H100 244786 1222 SH SOLE 0 0 1222 KEYCORP COM 493267108 248217 15700 SH SOLE 0 0 15700 KIMBERLY-CLARK CORP COM 494368103 291038 2250 SH SOLE 0 0 2250 LAM RESEARCH CORP COM 512807108 2028639 2088 SH SOLE 0 0 2088 LAMAR ADVERTISING CO NEW CL A 512816109 656755 5500 SH SOLE 0 0 5500 LINDE PLC SHS G54950103 2379176 5124 SH SOLE 0 0 5124 LOCKHEED MARTIN CORP COM 539830109 232439 511 SH SOLE 0 0 511 MCCORMICK & CO INC COM NON VTG 579780206 538439 7010 SH SOLE 0 0 7010 MCDONALDS CORP COM 580135101 473958 1681 SH SOLE 0 0 1681 MERCK & CO INC COM 58933Y105 347689 2635 SH SOLE 0 0 2635 META PLATFORMS INC CL A 30303M102 557932 1149 SH SOLE 0 0 1149 METLIFE INC COM 59156R108 565089 7625 SH SOLE 0 0 7625 MICROCHIP TECHNOLOGY INC. 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