Kevin Kuhn Portfolio
Invests via Kuhn & Co Investment Counsel | Managed by Kevin Kuhn
Invests via Kuhn & Co Investment Counsel
Managed by Kevin Kuhn
Automatically Tracked
Kevin Kuhn Profile
Senior investor and operating executive focused on growth-stage technology and consumer businesses, Kevin Kuhn brings cross-functional experience in scaling commercial teams, product-led go-to-market strategy and corporate development. He has led multiple M&A processes and capital raises, advising boards on valuation, KPIs and go-forward strategy. Market-facing strengths include unit economics optimization, SaaS metrics and international expansion. Regular interlocutor with private equity and venture investors, he is positioned to drive value creation at portfolio companies.
Senior investor and operating executive focused on growth-stage technology and consumer businesses, Kevin Kuhn brings cross-functional experience in scaling commercial teams, product-led go-to-market strategy and corporate development. He has led multiple M&A processes and capital raises, advising boards on valuation, KPIs and go-forward strategy. Market-facing strengths include unit economics optimization, SaaS metrics and international expansion. Regular interlocutor with private equity and venture investors, he is positioned to drive value creation at portfolio companies.
Investment Philosophy & Strategy
Targets growth-stage technology and consumer companies where operational intervention accelerates scale; prioritizes businesses with strong unit economics, repeatable SaaS metrics and clear product-led go-to-market motion. Deploys capital and advisory resources to optimize CAC/LTV, international expansion and commercial efficiency, favoring staged investments tied to KPI milestones. Balances growth orientation with disciplined underwriting, using M&A and structured capital raises to create liquidity pathways. Decision-making emphasizes measurable value creation, hands-on portfolio partnerships and alignment with private equity and venture investors toward strategic exits.
Targets growth-stage technology and consumer companies where operational intervention accelerates scale; prioritizes businesses with strong unit economics, repeatable SaaS metrics and clear product-led go-to-market motion. Deploys capital and advisory resources to optimize CAC/LTV, international expansion and commercial efficiency, favoring staged investments tied to KPI milestones. Balances growth orientation with disciplined underwriting, using M&A and structured capital raises to create liquidity pathways. Decision-making emphasizes measurable value creation, hands-on portfolio partnerships and alignment with private equity and venture investors toward strategic exits.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
6.58%
Gain
Monthly
0.21%
Yearly
2.54%
Drawdown
29.39%
$172.45M
Equity
Holdings
$172.45M
Investment
$131.86M
$47.04M
Profit -$400,505.68
Realized
$6.44M
Unrealized
$40.59M
Dividends
$6.17M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$400,505.68
Win %
68%
This Week
Compared To Last Week
Gain
-0.26%
Profit
-$448,477.5
Win %
68%
This Month
Compared to last month
Gain
0.32%
Profit
$553,236.02
Win %
68%
This Year
Compared to last year
Gain
11.04%
Profit
$17.15M
Win %
68%
ABT Abbott Laboratories
+10.93%
+$22,855.97 
INTU Intuit Inc.
+5.88%
+$8,850.1 
ACN Accenture plc Class A
+4.62%
+$31,801.97 
WM Waste Management, Inc.
+4.22%
+$12,471.4 
ADBE Adobe Inc.
+4.21%
+$15,120 
MRK Merck & Co., Inc.
+4.17%
+$11,295.24 
PAYX Paychex Inc.
+4.07%
+$25,374.72 
SYK Stryker Corporation
+3.94%
+$18,145.93 
GPC Genuine Parts Company
+3.76%
+$9,295.65 
CRM Salesforce Inc
+3.59%
+$15,162 
BUSE First Busey Corporation
+3.59%
+$10,568.99 
ITW Illinois Tool Works Inc.
+3.4%
+$40,564.43 
PM Philip Morris International Inc.
+3.33%
+$12,858.72 
AMGN Amgen Inc.
+3.13%
+$31,056.96 
TMUS T-Mobile US, Inc.
+3.12%
+$15,147.98 
IBM International Business Machines Corporation
+3.1%
+$14,190.71 
OTIS Otis Worldwide Corporation
+3.04%
+$5,726.76 
MKC McCormick & Company, Incorporated
+3%
+$10,723.77 
SBUX Starbucks Corporation
+2.86%
+$12,524.84 
KO The Coca-Cola Company
+2.69%
+$10,542.78 
OKE ONEOK, Inc.
+2.63%
+$5,340.85 
PEP PepsiCo, Inc.
+2.57%
+$23,300.71 
PSX Phillips 66
+2.55%
+$31,532.94 
BDX Becton, Dickinson and Company
+2.54%
+$5,219.04 
WMT Walmart Inc.
+2.49%
+$24,578.4 
XLV Health Care Select Sector SPDR Fund
+2.34%
+$7,670.12 
MCD McDonald's Corporation
+2.31%
+$15,630.48 
HCA HCA Healthcare Inc.
+2.22%
+$5,018.31 
CPAY Corpay, Inc.
+2.17%
+$14,202 
UL Unilever PLC Sponsored American Depositary Receipt
+2.01%
+$4,816.5 
SNA Snap-on Inc.
+1.94%
+$5,425.29 
V Visa Inc. Class A
+1.94%
+$42,886.19 
PG Procter & Gamble Co
+1.8%
+$17,146.34 
MSFT Microsoft Corp.
+1.78%
+$26,988.17 
LLY Eli Lilly and Company
+1.73%
+$64,258.95 
KEY KeyCorp
+1.7%
+$5,434.38 
IQV IQVIA Holdings Inc.
+1.61%
+$7,431.5 
LNG Cheniere Energy Inc.
+1.44%
+$3,236.94 
KMI Kinder Morgan, Inc.
+1.41%
+$4,216.03 
JNJ Johnson & Johnson
+1.34%
+$18,361.2 
PFE Pfizer Inc.
+1.29%
+$4,867.28 
GWW W.W. Grainger, Inc.
+1.28%
+$19,384.46 
CVX Chevron Corporation
+1.26%
+$6,304.2 
AAPL Apple Inc.
+1.25%
+$81,197.16 
LAMR Lamar Advertising Company
+1.14%
+$10,065.55 
UBER Uber Technologies, Inc.
+1.1%
+$3,598.4 
HD The Home Depot, Inc.
+1.09%
+$2,704.35 
DHR Danaher Corporation
+1.07%
+$5,150.45 
MET MetLife Inc.
+1.05%
+$7,358.12 
PNW Pinnacle West Capital Corporation
+1.05%
+$9,627.52 
DUK Duke Energy Corporation
+1.04%
+$7,327.2 
XOM Exxon Mobil Corporation
+1.02%
+$9,059.14 
SO The Southern Company
+1.02%
+$10,596.67 
ECL Ecolab Inc.
+0.94%
+$4,450.08 
PPL PPL Corporation
+0.94%
+$2,345 
XEL Xcel Energy Inc.
+0.83%
+$1,756.92 
COP ConocoPhillips
+0.82%
+$3,627.56 
PH Parker-Hannifin Corporation
+0.61%
+$1,441.56 
LIN Linde plc
+0.47%
+$8,249.36 
NFLX Netflix, Inc.
+0.45%
+$2,211.74 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.44%
+$6,366.43 
AMT American Tower Corporation
+0.39%
+$2,587.25 
JEPI JPMorgan Equity Premium Income Fund
+0.38%
+$1,161 
WAT Waters Corporation
+0.37%
+$2,045.4 
WFC Wells Fargo & Company
+0.37%
+$14,381.44 
BRK-B Berkshire Hathaway Inc.
+0.32%
+$759.98 
AEP American Electric Power Company, Inc.
+0.32%
+$2,805.12 
DLN WisdomTree U.S. LargeCap Dividend Fund
+0.31%
+$817.5 
HON Honeywell International Inc.
+0.26%
+$825.63 
VTV Vanguard Value ETF
+0.26%
+$19,191.42 
JAVA JPMorgan Active Value ETF
+0.26%
+$2,417.97 
VYM Vanguard High Dividend Yield ETF
+0.23%
+$6,474.26 
GOOG Alphabet Inc
+0.22%
+$2,369.14 
GOOGL Alphabet Inc
+0.17%
+$4,311.65 
HYGV FlexShares High Yield Value-Scored Bond Index Fund
+0.06%
+$410.4 
VB Vanguard Small-Cap ETF
+0.02%
+$292.88 
NEE NextEra Energy, Inc.
+0.01%
+$96.27 
MU Micron Technology, Inc.
-6.55%
-$59,793.37 
AMRC Ameresco Inc.
-5.86%
-$32,729.25 
LRCX Lam Research Corporation
-5.81%
-$345,371.45 
MCHP Microchip Technology Incorporated
-5.36%
-$25,326.84 
GS The Goldman Sachs Group, Inc.
-5.09%
-$136,267.18 
AVGO Broadcom Inc.
-4.61%
-$36,059.2 
ARKK ARK Innovation ETF Fund
-3.43%
-$10,920 
CEG Constellation Energy Corporation
-3.28%
-$12,976.83 
ELV Elevance Health, Inc.
-3.2%
-$13,316.16 
ADI Analog Devices, Inc.
-3.19%
-$10,499.57 
CSCO Cisco Systems, Inc.
-2.89%
-$22,584.16 
ANET Arista Networks, Inc.
-2.78%
-$11,046.58 
NVDA NVIDIA Corporation
-2.73%
-$168,251.79 
XLK State Street Technology Select Sector SPDR ETF
-2.65%
-$21,261.02 
ARKW ARK Next Generation Internet ETF
-2.25%
-$6,660 
JGRO JPMorgan Active Growth ETF
-2.23%
-$9,486.62 
GLD SPDR Gold Shares
-1.85%
-$3,450.01 
META Meta Platforms Inc Class A
-1.85%
-$19,408.9 
AVEM Avantis Emerging Markets Equity ETF
-1.81%
-$19,378.68 
CGXU Capital Group International Focus Equity ETF
-1.77%
-$27,961.89 
IMTM iShares MSCI International Momentum Factor ETF
-1.67%
-$3,806.88 
VTWG Vanguard Russell 2000 Growth ETF
-1.64%
-$7,740.2 
FELG Fidelity Enhanced Large Cap Growth ETF
-1.62%
-$13,232.5 
QQQ Invesco QQQ Trust, Series 1
-1.55%
-$4,810.63 
TSLA Tesla, Inc.
-1.41%
-$15,540.17 
SPYG SPDR Portfolio S&P 500 Growth ETF
-1.37%
-$50,308.64 
CRWD CrowdStrike Holdings, Inc.
-1.31%
-$8,714.88 
RTX RTX Corporation
-1.3%
-$22,491 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.29%
-$3,688.72 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
-1.19%
-$19,585.7 
CGGR Capital Group Growth ETF
-1.14%
-$70,331.53 
BA Boeing Company
-1.1%
-$4,108.8 
VUG Vanguard Growth ETF
-1.03%
-$65,761.2 
JPM JPMorgan Chase & Co.
-1%
-$10,646.42 
PGR Progressive Corporation
-0.96%
-$5,366.28 
BLK BlackRock, Inc.
-0.94%
-$6,383.94 
FNDF Schwab Fundamental International Large Company Index ETF
-0.82%
-$60,567.66 
NBB Nuveen Taxable Municipal Income Fund
-0.57%
-$1,282.86 
NAD Nuveen Quality Municipal Income Fund
-0.5%
-$7,488.3 
SCHW Charles Schwab Corporation
-0.5%
-$2,263.94 
VOO Vanguard S&P 500 ETF
-0.47%
-$1,379.21 
SPY SPDR S&P 500 ETF Trust
-0.47%
-$4,078.62 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
-0.38%
-$2,552.74 
FSMD Fidelity Small-Mid Multifactor ETF
-0.37%
-$7,394.04 
NEA Nuveen AMT-Free Quality Municipal Income Fund
-0.34%
-$791.3 
VYMI Vanguard International High Dividend Yield Index Fund
-0.32%
-$6,920.55 
CGDV Capital Group Dividend Value ETF
-0.28%
-$13,406.12 
MODL VictoryShares WestEnd U.S. Sector ETF
-0.25%
-$8,065.59 
VO Vanguard Mid-Cap ETF
-0.2%
-$2,402.56 
MMIT NYLI MacKay Muni Intermediate ETF
-0.14%
-$2,304.51 
AMZN Amazon.com Inc
-0.14%
-$4,788.49 
VTEB Vanguard Tax-Exempt Bond ETF
-0.11%
-$3,013.39 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
-0.1%
-$1,397.1 
SHYM iShares High Yield Bond ETF
-0.09%
-$457.8 
NOC Northrop Grumman Corporation
-0.08%
-$374.85 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.07%
-$1,689.65 
FBND Fidelity Total Bond ETF
-0.07%
-$1,556.91 
SMMU PIMCO Short Term Municipal Bond Active ETF
-0.05%
-$417.87 
GTO Invesco Total Return Bond ETF
-0.04%
-$313.26 
JCPB JPMorgan Core Plus Bond ETF
-0.04%
-$412.32 
CME CME Group Inc.
-0.04%
-$83.13 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.02%
-$175.43 
JMST JPMorgan Ultra-Short Municipal Income Fund
-0.01%
-$95.94 
VGSH Vanguard Short-Term Treasury Fund
-0.01%
-$184.79 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.01%
-$155.3 Events
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Dividends
Dividend Analysis
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| Trades 886 | Longs Won 591/886 66% | Profit Factor 9.9 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $279,680.37 |
| Average Win $88,530.68 | Best Trade (Jul 10) $4.94M | Sharpe Ratio -9.93 |
| Average Loss -$17,909.31 | Worst Trade (Jul 15) -$1.05M | Z-Score 9.08 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 3w 2d | Expectancy $53,090.73 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 9,615 | 8,654 | 7,692 | 6,731 | 5,769 | 4,808 | 3,846 | 2,885 | 1,923 | 962 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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