Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| KUHN & CO INVESTMENT COUNSEL | 05-10-2024 | 03-31-2024 | 123 | 106,359,101 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| NETFLIX INC | COM | 51 | $654,702 | 1,078 | 0.00 | 0.00 | 3 | 0.28 | 03-31-2024 |
| PINNACLE WEST CAP CORP | COM | 52 | $653,589 | 8,746 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| PHILLIPS 66 | COM | 53 | $648,185 | 3,968 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| J P MORGAN EXCHANGE TRADED F | ACTIVE VALUE ETF | 54 | $639,566 | 10,679 | 0.00 | 0.00 | 5,035 | 89.21 | 03-31-2024 |
