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:
50.81%
Gain -0.34%
Monthly
1.22%
Yearly
15.74%
Drawdown
16.54%
$174.69M
Equity
Holdings
$174.69M
Investment
$134.74M
$48.17M
Profit -$438,950.57
Realized
$8.21M
Unrealized
$39.95M
Dividends
$6.78M
Goals
Avg. 59% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.34%
Profit
-$438,950.57
Win %
63%
This Week
Compared To Last Week
Gain
0.08%
Profit
$143,014.52
Win %
63%
This Month
Compared to last month
Gain
1.14%
Profit
$1.97M
Win %
63%
This Year
Compared to last year
Gain
0.89%
Profit
$1.55M
Win %
63%
AMT American Tower Corporation
+4.88%
+$35,116.29 
COP ConocoPhillips
+4.81%
+$27,776 
LNG Cheniere Energy Inc.
+4.14%
+$10,538.96 
WCBR WisdomTree Cybersecurity Fund
+3.97%
+$13,000.24 
MU Micron Technology Inc.
+3.48%
+$30,713.49 
KMI Kinder Morgan Inc.
+2.94%
+$9,208.98 
XOM ExxonMobil Holdings Corporation
+2.92%
+$32,276.4 
STLD Steel Dynamics, Inc.
+2.91%
+$7,000.95 
CVX Chevron Corporation
+2.85%
+$18,128.91 
ANET Arista Networks Inc.
+2.11%
+$8,403.24 
INTC Intel Corporation
+1.73%
+$6,261.88 
AMAT Applied Materials Inc.
+1.63%
+$3,397.16 
CSCO Cisco Systems, Inc.
+1.52%
+$11,276.48 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
+1.32%
+$24,745.97 
ADI Analog Devices, Inc.
+1.28%
+$4,208.88 
HCA HCA Healthcare, Inc.
+1.02%
+$2,851.24 
AVGO Broadcom Inc.
+0.96%
+$6,487.48 
XLK State Street Technology Select Sector SPDR ETF
+0.89%
+$7,190.37 
NBIS Nebius Group N.V. Class A Ordinary Shares
+0.87%
+$1,284.78 
MSFT Microsoft Corporation Common Stock
+0.77%
+$16,076.79 
SYK Stryker Corp.
+0.7%
+$3,133.86 
ARKW ARK Next Generation Internet ETF
+0.7%
+$2,160 
PSX Phillips 66
+0.69%
+$12,320.41 
LRCX Lam Research Corp.
+0.5%
+$16,759.68 
ABT Abbott Laboratories
+0.5%
+$1,212.27 
QQQ Invesco QQQ Trust, Series 1
+0.49%
+$1,498.18 
TSLA Tesla, Inc.
+0.43%
+$4,599.21 
TFC Truist Financial Corporation
+0.31%
+$646.65 
BUSE First Busey Corporation
+0.29%
+$894.61 
JGRO JPMorgan Active Growth ETF
+0.28%
+$1,152.58 
AVEM Avantis Emerging Markets Equity ETF
+0.28%
+$2,879.97 
HYMB State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
+0.25%
+$1,612.26 
TDIV First Trust NASDAQ Technology Dividend Index Fund
+0.19%
+$430 
VTEB Vanguard Tax-Exempt Bond ETF
+0.18%
+$4,812.19 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
+0.17%
+$2,522.37 
SMMU PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
+0.15%
+$1,318.05 
IBM International Business Machines Corporation
+0.14%
+$764.4 
NVDA NVIDIA Corporation
+0.14%
+$7,808.25 
WM Waste Management Inc.
+0.12%
+$357.84 
MMIT NYLI MacKay Muni Intermediate ETF
+0.1%
+$1,569.19 
SPYG State Street SPDR Portfolio S&P 500 Growth ETF
+0.08%
+$2,681.1 
CEG Constellation Energy Corporation
+0.07%
+$292.58 
SHYM iShares Short Duration High Yield Muni Active ETF
+0.07%
+$355.8 
VUG Vanguard Morningstar Growth ETF
+0.06%
+$4,071.32 
IVW iShares S&P 500 Growth ETF
+0.05%
+$133.57 
LIN Linde plc
+0.03%
+$531.96 
FELG Fidelity Enhanced Large Cap Growth ETF
+0.02%
+$183.54 
JMST JPMorgan Ultra-Short Municipal Income ETF
+0.01%
+$99.2 
IQV IQVIA Holdings Inc.
0%
+$22.27 
CGGR Capital Group Growth ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
TMUS T-Mobile US Inc.
-5.16%
-$21,303.57 
ACN Accenture plc
-4.54%
-$58,764.67 
GPC Genuine Parts Company
-3.84%
-$10,031.13 
HD The Home Depot, Inc.
-2.69%
-$6,564.8 
MET MetLife, Inc.
-2.63%
-$20,799.92 
BKNG Booking Holdings Inc.
-2.51%
-$4,837.83 
PEP PepsiCo, Inc.
-2.5%
-$23,257.08 
KO The Coca-Cola Company
-2.15%
-$12,398.26 
ADBE Adobe Inc.
-2.06%
-$8,970.55 
PG The Procter & Gamble Company
-1.98%
-$21,131.43 
LLY Eli Lilly and Company
-1.85%
-$78,359.6 
CRM Salesforce, Inc.
-1.85%
-$12,011.97 
UBER Uber Technologies Inc.
-1.84%
-$7,603.49 
MCD McDonald's Corporation
-1.75%
-$11,376.24 
NEA Nuveen AMT-Free Quality Municipal Income Fund
-1.73%
-$3,479.35 
MRK Merck & Co., Inc.
-1.68%
-$5,536.6 
RTX RTX Corporation
-1.64%
-$28,218.74 
JNJ Johnson & Johnson
-1.58%
-$23,762.58 
AMRC Ameresco Inc Class A Common Stock
-1.49%
-$6,455.25 
PH Parker-Hannifin Corporation
-1.46%
-$3,244.47 
MKC McCormick & Company, Incorporated Non-Voting Common Stock
-1.41%
-$4,801.16 
UL Unilever PLC Sponsored ADR
-1.38%
-$3,607.5 
VZ Verizon Communications Inc.
-1.36%
-$2,988.9 
NOC Northrop Grumman Corporation
-1.34%
-$6,302.52 
PPL PPL Corporation
-1.3%
-$3,228.28 
ITW Illinois Tool Works Inc.
-1.23%
-$15,115.97 
V Visa Inc. Class A
-1.22%
-$31,741.38 
BLK BlackRock, Inc.
-1.16%
-$8,213.53 
XEL Xcel Energy Inc.
-1.13%
-$2,391.44 
MMM 3M Company
-1.12%
-$2,675.4 
NAD Nuveen Quality Municipal Income Fund
-1.09%
-$16,141 
HONA Honeywell Aerospace Inc.
-1%
-$2,316.23 
DHR Danaher Corp.
-0.99%
-$5,476.56 
CPAY Corpay Inc.
-0.98%
-$7,330.09 
SCHW The Charles Schwab Corporation
-0.97%
-$3,912.44 
JPM JPMorgan Chase & Co.
-0.96%
-$10,060.2 
AEP American Electric Power Company, Inc.
-0.93%
-$8,141.06 
PFE Pfizer Inc.
-0.9%
-$4,224.55 
AMGN Amgen Inc. Common Stock
-0.88%
-$10,907.58 
PGR The Progressive Corporation
-0.87%
-$5,483.68 
PM Philip Morris International Inc.
-0.87%
-$3,812.16 
XLV State Street Health Care Select Sector SPDR ETF
-0.81%
-$3,026.58 
SNA Snap-on Incorporated
-0.78%
-$1,926.53 
BA The Boeing Company
-0.77%
-$2,404.8 
WMT Walmart Inc.
-0.76%
-$8,154.88 
ECL Ecolab Inc.
-0.73%
-$3,757.82 
GS The Goldman Sachs Group, Inc.
-0.69%
-$14,323.35 
LAMR Lamar Advertising Company Class A
-0.68%
-$5,884.94 
MODL VictoryShares WestEnd U.S. Sector ETF
-0.65%
-$18,626.42 
NFLX Netflix Inc.
-0.64%
-$2,881.86 
BDX Becton, Dickinson and Company
-0.64%
-$1,706.24 
NBB Nuveen Taxable Municipal Income Fund
-0.63%
-$1,306.08 
DUK Duke Energy Corporation
-0.61%
-$4,328.96 
SO The Southern Company
-0.6%
-$6,161.68 
ELV Elevance Health, Inc.
-0.55%
-$2,623.95 
PAYX Paychex Inc.
-0.53%
-$3,601.09 
AMZN Amazon.com Inc
-0.48%
-$16,417.55 
JEPI JPMorgan Equity Premium Income ETF
-0.45%
-$1,377 
PNW Pinnacle West Capital Corporation
-0.44%
-$4,040.12 
META Meta Platforms Inc Class A
-0.43%
-$4,451.04 
CGXU Capital Group International Focus Equity ETF
-0.39%
-$5,894.37 
VTWG Vanguard Russell 2000 Growth ETF
-0.39%
-$1,673.1 
VTV Vanguard Morningstar Value ETF
-0.37%
-$29,818.85 
VYMI Vanguard International High Dividend Yield ETF
-0.37%
-$7,919.2 
NEE NextEra Energy Inc.
-0.37%
-$5,788.5 
DLN WisdomTree U.S. LargeCap Dividend Fund
-0.36%
-$981 
VO Vanguard Mid-Cap Index Fund ETF Shares
-0.34%
-$4,129.12 
WFC Wells Fargo & Company
-0.34%
-$12,600.56 
VYM Vanguard High Dividend Yield ETF
-0.33%
-$9,361.43 
WAT Waters Corporation
-0.33%
-$2,178.38 
FNDX Schwab Fundamental U.S. Large Company ETF
-0.3%
-$4,550.7 
VB Vanguard Small-Cap ETF
-0.3%
-$3,522.56 
BRK-B Berkshire Hathaway Inc.
-0.29%
-$799.13 
SBUX Starbucks Corp.
-0.27%
-$1,131.57 
JAVA JPMorgan Active Value ETF
-0.27%
-$2,576.2 
VEA Vanguard FTSE Developed Markets ETF
-0.26%
-$530.1 
CGDV Capital Group Dividend Value ETF
-0.24%
-$10,886.48 
GWW W.W. Grainger Inc.
-0.23%
-$3,471.17 
GOOGL Alphabet Inc
-0.22%
-$4,922.26 
HYGV FlexShares High Yield Value-Scored Bond Index Fund
-0.2%
-$1,234.2 
FBND Fidelity Total Bond ETF
-0.17%
-$3,819.3 
BIV Vanguard Intermediate-Term Bond ETF
-0.17%
-$4,599.75 
FSMD Fidelity Small-Mid Multifactor ETF
-0.15%
-$2,918.7 
FNDF Schwab Fundamental International Equity ETF
-0.15%
-$11,137.04 
GOOG Alphabet Inc
-0.15%
-$1,186.72 
IMTM iShares MSCI Intl Momentum Factor ETF
-0.14%
-$302.82 
SPY State Street SPDR S&P 500 ETF Trust
-0.14%
-$1,221.17 
JCPB JPMorgan Core Plus Bond ETF
-0.13%
-$1,297.38 
VOO Vanguard S&P 500 ETF
-0.13%
-$392.84 
MCHP Microchip Technology Inc.
-0.12%
-$494.19 
KEY KeyCorp
-0.12%
-$340.65 
UNH UnitedHealth Group Inc.
-0.1%
-$262.24 
GTO Invesco Total Return Bond ETF
-0.1%
-$739.18 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.09%
-$2,167.9 
VGSH Vanguard Short-Term Treasury ETF
-0.06%
-$1,176.96 
ARKK ARK Innovation ETF
-0.05%
-$160 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.04%
-$358.43 
AAPL Apple Inc.
-0.01%
-$499.35 Events
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Dividends
Dividend Analysis
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| Trades 1008 | Longs Won 641/1008 63% | Profit Factor 8.82 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $237,545.86 |
| Average Win $84,753.38 | Best Trade (Oct 21) $4.35M | Sharpe Ratio -11.55 |
| Average Loss -$16,788.96 | Worst Trade (Oct 14) -$659,222.2 | Z-Score 6.72 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 2w 3d | Expectancy $47,783.1 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 10,417 | 9,375 | 8,333 | 7,292 | 6,250 | 5,208 | 4,167 | 3,125 | 2,083 | 1,042 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 19,974 | $4.24M | $6.95M | - | $2.71M | 63.9% | -0.007% |
| ABT Abbott Laboratories | 2,377 | $265,163.44 | $244,878.54 | - | -$20,284.9 | -7.65% | +0.498% |
| ACN Accenture plc | 4,997 | $1.73M | $1.23M | - | -$497,801.25 | -28.74% | -4.545% |
| ADBE Adobe Inc. | 1,608 | $952,147.57 | $426,073.85 | - | -$526,073.72 | -55.25% | -2.062% |
| ADI Analog Devices, Inc. | 852 | $204,889.14 | $332,876.4 | - | $127,987.26 | 62.47% | +1.281% |
| AEP American Electric Power Company, Inc. | 6,673 | $547,614.62 | $863,619.66 | - | $316,005.04 | 57.71% | -0.934% |
| AMAT Applied Materials Inc. | 556 | $401,988 | $212,219.64 | - | -$189,768.36 | -47.21% | +1.627% |
| AMGN Amgen Inc. Common Stock | 2,779 | $801,930.54 | $1.23M | - | $430,153 | 53.64% | -0.878% |
| AMRC Ameresco Inc Class A Common Stock | 22,650 | $481,345.99 | $425,706.75 | - | -$55,639.24 | -11.56% | -1.494% |
| AMT American Tower Corporation | 3,959 | $850,167.18 | $753,951.96 | - | -$96,215.22 | -11.32% | +4.885% |
| AMZN Amazon.com Inc | 13,620 | $2.23M | $3.39M | - | $1.17M | 52.49% | -0.481% |
| ANET Arista Networks Inc. | 2,331 | $321,688.3 | $407,167.42 | - | $85,479.12 | 26.57% | +2.107% |
| ARKK ARK Innovation ETF | 4,000 | $307,680 | $327,280 | - | $19,600 | 6.37% | -0.049% |
| ARKW ARK Next Generation Internet ETF | 2,000 | $295,460 | $311,540 | - | $16,080 | 5.44% | +0.698% |
| AVEM Avantis Emerging Markets Equity ETF | 11,755 | $792,906.67 | $1.03M | - | $235,479.5 | 29.7% | +0.281% |
| AVGO Broadcom Inc. | 2,086 | $695,895.3 | $680,766.12 | - | -$15,129.18 | -2.17% | +0.962% |
| BA The Boeing Company | 1,670 | $431,892.46 | $310,803.7 | - | -$121,088.76 | -28.04% | -0.768% |
| BDX Becton, Dickinson and Company | 1,333 | $237,614.75 | $265,453.62 | - | $27,838.87 | 11.72% | -0.639% |
| BIV Vanguard Intermediate-Term Bond ETF | 36,798 | $2.86M | $2.72M | - | -$134,723.28 | -4.72% | -0.169% |
| BKNG Booking Holdings Inc. | 1,196 | $213,176 | $187,837.78 | - | -$25,338.22 | -11.89% | -2.511% |
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FAQ
Which stocks have generated the highest profits for Kevin Kuhn?
The largest contributions to the portfolio's profits come from the following stocks: Wells Fargo & Company - $1.58M, Lam Research Corp - $1.5M, NVIDIA Corporation - $1.48M, Vanguard Morningstar Growth ETF - $466,265.62, and Vanguard High Dividend Yield ETF - $451,343.32. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Novo Nordisk A/S Sponsored ADR - $272,154.42, Microchip Technology Inc - $114,577.07, Intuit Inc - $97,214.56, ConocoPhillips - $70,792.85, and Zoetis Inc. Class A Common Stock - $67,242.09. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Kevin Kuhn's portfolio generate?
The portfolio generates substantial dividend income, with a total of $6.78M earned over time. The largest contributors to dividend income include Schwab Fundamental International Equity ETF - $395,112.71, Vanguard Morningstar Value ETF - $264,062.22, Fidelity Total Bond ETF - $213,796.07, Vanguard International High Dividend Yield ETF - $199,143.19, and Vanguard Tax-Exempt Bond ETF - $188,758.52. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Kevin Kuhn's monthly returns?
Kevin Kuhn's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Kevin Kuhn's strategy be considered aggressive or moderate?
Kevin Kuhn's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Kevin Kuhn's strategy?
Kevin Kuhn's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
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