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:
51.28%
Gain -0.1%
Monthly
1.29%
Yearly
16.62%
Drawdown
16.54%
$175.05M
Equity
Holdings
$175.05M
Investment
$134.74M
$48.52M
Profit -$121,876.14
Realized
$8.21M
Unrealized
$40.31M
Dividends
$6.46M
Goals
Avg. 61% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.1%
Profit
-$121,876.14
Win %
61%
This Week
Compared To Last Week
Gain
-1.11%
Profit
-$1.97M
Win %
61%
This Month
Compared to last month
Gain
-0.63%
Profit
-$1.11M
Win %
61%
This Year
Compared to last year
Gain
1.1%
Profit
$1.91M
Win %
61%
AMZN Amazon.com Inc
+15.32%
+$491,409.46 
GOOG Alphabet Inc
+6.88%
+$57,999.25 
GOOGL Alphabet Inc
+6.73%
+$156,728.25 
ANET Arista Networks, Inc.
+5.46%
+$21,748.24 
META Meta Platforms Inc Class A
+3.28%
+$28,005.11 
MSFT Microsoft Corp.
+3.02%
+$54,915.8 
NVDA NVIDIA Corporation
+2.93%
+$153,741.94 
CVX Chevron Corporation
+2.35%
+$12,665.04 
CSCO Cisco Systems, Inc.
+2.14%
+$17,187.39 
LNG Cheniere Energy Inc.
+2.13%
+$4,881.87 
AMRC Ameresco Inc.
+1.99%
+$9,286.5 
GWW W.W. Grainger, Inc.
+1.97%
+$29,643.55 
CRM Salesforce Inc
+1.83%
+$8,605.98 
WCBR WisdomTree Cybersecurity Fund
+1.78%
+$4,518.8 
HCA HCA Healthcare Inc.
+1.72%
+$4,073.19 
KMI Kinder Morgan, Inc.
+1.64%
+$4,837.04 
ACN Accenture plc Class A
+1.61%
+$13,142.16 
VZ Verizon Communications Inc.
+1.52%
+$3,402 
SPYG SPDR Portfolio S&P 500 Growth ETF
+1.45%
+$49,749.3 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$3,945.6 
NOC Northrop Grumman Corporation
+1.43%
+$6,516.02 
PH Parker-Hannifin Corporation
+1.43%
+$3,421.27 
COP ConocoPhillips
+1.22%
+$5,753.6 
WFC Wells Fargo & Company
+1.19%
+$45,902.04 
HONA Honeywell Aerospace Inc.
+1.18%
+$3,438.82 
AMAT Applied Materials, Inc.
+1.18%
+$3,280.41 
ITW Illinois Tool Works Inc.
+1.15%
+$14,322.75 
VUG Vanguard Growth ETF
+1.1%
+$68,842.32 
NBIS Nebius Group N.V.
+1.05%
+$1,843.39 
ADBE Adobe Inc.
+1.01%
+$4,036.1 
FELG Fidelity Enhanced Large Cap Growth ETF
+0.93%
+$7,158.06 
SCHW Charles Schwab Corporation
+0.87%
+$4,000.36 
JAVA JPMorgan Active Value ETF
+0.87%
+$8,197 
IBM International Business Machines Corporation
+0.86%
+$4,171.4 
MCD McDonald's Corporation
+0.82%
+$5,649.63 
TSLA Tesla, Inc.
+0.76%
+$6,699.98 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$6,210.45 
VOO Vanguard S&P 500 ETF
+0.71%
+$2,075.24 
CGGR Capital Group Growth ETF
+0.65%
+$37,305.31 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$1,922.52 
CGDV Capital Group Dividend Value ETF
+0.63%
+$29,346.15 
JGRO JPMorgan Active Growth ETF
+0.61%
+$2,482.48 
TDIV FT NASDAQ Technology Dividend Index Fund
+0.56%
+$1,220 
PSX Phillips 66
+0.51%
+$6,806.03 
PAYX Paychex Inc.
+0.44%
+$2,892.21 
PFE Pfizer Inc.
+0.4%
+$1,536.2 
RTX RTX Corporation
+0.39%
+$7,430.64 
AVGO Broadcom Inc.
+0.37%
+$3,003.84 
PG Procter & Gamble Co
+0.37%
+$3,439.17 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$946.74 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
+0.34%
+$5,602.86 
SNA Snap-on Inc.
+0.33%
+$942.49 
JEPI JPMorgan Equity Premium Income Fund
+0.33%
+$1,026 
NBB Nuveen Taxable Municipal Income Fund
+0.33%
+$725.6 
MRK Merck & Co., Inc.
+0.32%
+$917.19 
DLN WisdomTree U.S. LargeCap Dividend Fund
+0.28%
+$735.75 
JPM JPMorgan Chase & Co.
+0.27%
+$2,918.7 
MODL VictoryShares WestEnd U.S. Sector ETF
+0.24%
+$6,597.82 
SO The Southern Company
+0.21%
+$2,200.6 
JNJ Johnson & Johnson
+0.21%
+$2,973.83 
ADI Analog Devices, Inc.
+0.2%
+$630.47 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.13%
+$1,820.28 
MMM 3M Company
+0.12%
+$286.64 
BDX Becton, Dickinson and Company
+0.1%
+$226.61 
AVEM Avantis Emerging Markets Equity ETF
+0.1%
+$1,057.95 
WM Waste Management, Inc.
+0.1%
+$281.16 
WMT Walmart Inc.
+0.09%
+$886.42 
NEA Nuveen AMT-Free Quality Municipal Income Fund
+0.09%
+$198.82 
ABT Abbott Laboratories
+0.09%
+$213.93 
NAD Nuveen Quality Municipal Income Fund
+0.09%
+$1,417.12 
AEP American Electric Power Company, Inc.
+0.06%
+$467.11 
SMMU PIMCO Short Term Municipal Bond Active ETF
+0.02%
+$175.74 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
+0.02%
+$296.75 
VYM Vanguard High Dividend Yield ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
AAPL Apple Inc.
-7.35%
-$489,762.48 
SYK Stryker Corporation
-6.42%
-$32,638.74 
LIN Linde plc
-5.95%
-$103,852.35 
MU Micron Technology, Inc.
-5.9%
-$53,230.47 
UL Unilever PLC Sponsored American Depositary Receipt
-2.85%
-$7,254 
ARKK ARK Innovation ETF Fund
-2.28%
-$6,640 
BA Boeing Company
-2.15%
-$7,949.18 
CPAY Corpay, Inc.
-2.05%
-$14,426.03 
NFLX Netflix, Inc.
-2%
-$9,784.92 
UNH UnitedHealth Group Incorporated
-1.68%
-$4,213.73 
LRCX Lam Research Corporation
-1.58%
-$67,905.76 
BUSE First Busey Corporation
-1.34%
-$4,207.56 
IQV IQVIA Holdings Inc.
-1.17%
-$6,174.3 
NEE NextEra Energy, Inc.
-1.15%
-$19,487.95 
INTC Intel Corporation
-1.02%
-$3,934.83 
ARKW ARK Next Generation Internet ETF
-1.02%
-$2,820 
KO The Coca-Cola Company
-1.02%
-$5,445 
PPL PPL Corporation
-0.98%
-$2,456.3 
XOM Exxon Mobil Corporation
-0.97%
-$9,496.71 
MET MetLife Inc.
-0.97%
-$7,175.02 
MCHP Microchip Technology Incorporated
-0.96%
-$3,953.53 
PGR Progressive Corporation
-0.87%
-$5,087.1 
VTWG Vanguard Russell 2000 Growth ETF
-0.81%
-$3,734.88 
WAT Waters Corporation
-0.79%
-$4,371.37 
BLK BlackRock, Inc.
-0.73%
-$4,963.55 
DUK Duke Energy Corporation
-0.67%
-$4,784.64 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$1,384.14 
AMGN Amgen Inc.
-0.64%
-$6,891.95 
GS The Goldman Sachs Group, Inc.
-0.63%
-$15,091.9 
AMT American Tower Corporation
-0.63%
-$4,354.94 
PM Philip Morris International Inc.
-0.61%
-$2,555.86 
ECL Ecolab Inc.
-0.61%
-$3,002.76 
DHR Danaher Corporation
-0.61%
-$2,858.38 
XLV Health Care Select Sector SPDR Fund
-0.59%
-$2,010.81 
FNDF Schwab Fundamental International Large Company Index ETF
-0.59%
-$44,548.4 
SBUX Starbucks Corporation
-0.57%
-$2,514.6 
CGXU Capital Group International Focus Equity ETF
-0.54%
-$8,487.9 
LLY Eli Lilly and Company
-0.53%
-$19,848.94 
VYMI Vanguard International High Dividend Yield Index Fund
-0.51%
-$11,045.12 
STLD Steel Dynamics Inc.
-0.49%
-$1,243.73 
PEP PepsiCo, Inc.
-0.46%
-$4,295.68 
LAMR Lamar Advertising Company
-0.43%
-$3,794.89 
HD The Home Depot, Inc.
-0.42%
-$1,036.95 
GPC Genuine Parts Company
-0.37%
-$939.78 
TMUS T-Mobile US, Inc.
-0.36%
-$1,636.71 
MMIT NYLI MacKay Muni Intermediate ETF
-0.33%
-$5,604.24 
TFC Truist Financial Corporation
-0.33%
-$732.86 
PNW Pinnacle West Capital Corporation
-0.33%
-$2,836.68 
CEG Constellation Energy Corporation
-0.31%
-$1,247.4 
FBND Fidelity Total Bond ETF
-0.27%
-$6,110.88 
VTV Vanguard Value ETF
-0.27%
-$20,697.44 
JCPB JPMorgan Core Plus Bond ETF
-0.24%
-$2,378.53 
VB Vanguard Small-Cap ETF
-0.22%
-$2,703.28 
GTO Invesco Total Return Bond ETF
-0.22%
-$1,642.72 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$1,676.14 
IMTM iShares MSCI International Momentum Factor ETF
-0.21%
-$475.86 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.2%
-$5,519.7 
BKNG Booking Holdings Inc.
-0.18%
-$406.66 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
-0.16%
-$1,074.84 
ELV Elevance Health, Inc.
-0.15%
-$599.75 
MKC McCormick & Company, Incorporated
-0.12%
-$420.54 
FSMD Fidelity Small-Mid Multifactor ETF
-0.12%
-$2,334.96 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$2,830.7 
KEY KeyCorp
-0.09%
-$272.52 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.06%
-$1,548.5 
VGSH Vanguard Short-Term Treasury Fund
-0.05%
-$1,103.47 
VO Vanguard Mid-Cap ETF
-0.05%
-$600.6 
SHYM iShares High Yield Bond ETF
-0.04%
-$237.2 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.04%
-$358.43 
V Visa Inc. Class A
-0.04%
-$878.16 
XEL Xcel Energy Inc.
-0.04%
-$80.16 
JMST JPMorgan Ultra-Short Municipal Income Fund
-0.02%
-$198.41 
UBER Uber Technologies, Inc.
-0.01%
-$59.87 
HYGV FlexShares High Yield Value-Scored Bond Index Fund
-0.01%
-$82.3 Events
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Dividends
Dividend Analysis
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| Trades 1008 | Longs Won 629/1008 62% | Profit Factor 9.31 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $250,374.9 |
| Average Win $86,421.73 | Best Trade (Sep 08) $4.64M | Sharpe Ratio -11.55 |
| Average Loss -$15,402.71 | Worst Trade (Aug 04) -$897,793.05 | Z-Score 4.8 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 3w | Expectancy $48,136.55 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 11,364 | 10,227 | 9,091 | 7,955 | 6,818 | 5,682 | 4,545 | 3,409 | 2,273 | 1,136 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 19,974 | $4.24M | $6.17M | - | $1.93M | 45.41% | -7.354% |
| ABT Abbott Laboratories | 2,377 | $265,163.44 | $251,248.9 | - | -$13,914.54 | -5.25% | +0.085% |
| ACN Accenture plc Class A | 4,997 | $1.73M | $829,102.24 | - | -$902,858.07 | -52.13% | +1.611% |
| ADBE Adobe Inc. | 1,608 | $952,147.57 | $402,659.28 | - | -$549,488.29 | -57.71% | +1.013% |
| ADI Analog Devices, Inc. | 852 | $204,889.14 | $313,033.32 | - | $108,144.18 | 52.78% | +0.202% |
| AEP American Electric Power Company, Inc. | 6,673 | $547,614.62 | $853,143.05 | - | $305,528.43 | 55.79% | +0.055% |
| AMAT Applied Materials, Inc. | 556 | $401,988 | $282,264.53 | - | -$119,723.47 | -29.78% | +1.176% |
| AMGN Amgen Inc. | 2,779 | $801,930.54 | $1.07M | - | $268,429.1 | 33.47% | -0.64% |
| AMRC Ameresco Inc. | 22,650 | $481,345.99 | $477,235.5 | - | -$4,110.49 | -0.85% | +1.985% |
| AMT American Tower Corporation | 3,959 | $850,167.18 | $686,332.24 | - | -$163,834.94 | -19.27% | -0.631% |
| AMZN Amazon.com Inc | 13,620 | $2.23M | $3.7M | - | $1.47M | 66.2% | +15.321% |
| ANET Arista Networks, Inc. | 2,331 | $321,688.3 | $420,395.87 | - | $98,707.57 | 30.68% | +5.456% |
| ARKK ARK Innovation ETF Fund | 4,000 | $307,680 | $284,960 | - | -$22,720 | -7.38% | -2.277% |
| ARKW ARK Next Generation Internet ETF | 2,000 | $295,460 | $273,680 | - | -$21,780 | -7.37% | -1.02% |
| AVEM Avantis Emerging Markets Equity ETF | 11,755 | $792,906.67 | $1.05M | - | $259,283.38 | 32.7% | +0.101% |
| AVGO Broadcom Inc. | 2,086 | $695,895.3 | $812,038.08 | - | $116,142.78 | 16.69% | +0.371% |
| BA Boeing Company | 1,670 | $431,892.46 | $360,953.8 | - | -$70,938.66 | -16.43% | -2.155% |
| BDX Becton, Dickinson and Company | 1,333 | $237,614.75 | $220,771.46 | - | -$16,843.29 | -7.09% | +0.103% |
| BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) | 36,798 | $2.86M | $2.78M | - | -$76,030.47 | -2.66% | -0.198% |
| BKNG Booking Holdings Inc. | 1,196 | $213,176 | $230,708.39 | - | $17,532.39 | 8.22% | -0.176% |
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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 Corporation - $1.49M, NVIDIA Corporation - $1.47M, Vanguard Growth ETF - $459,529.44, and Vanguard High Dividend Yield ETF - $435,824.34. 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 Incorporated - $113,985.43, Intuit Inc - $97,214.56, ConocoPhillips - $70,792.85, and Zoetis Inc - $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 $6.46M earned over time. The largest contributors to dividend income include Schwab Fundamental International Large Company Index ETF - $395,112.71, Vanguard Value ETF - $228,370.81, Fidelity Total Bond ETF - $213,796.07, Wells Fargo & Company - $186,710.2, and Vanguard International High Dividend Yield Index Fund - $182,116.91. 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.
