Knuff & Co LLC
CIK: 0001768089SEC EDGAR →
Portfolio Value
$339.3M
Holdings
129
As of
Q4 2025
New Positions
122
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | APPLE INC | 158,841 | $43.2M | 12.73% |
| 2 | MICROSOFT CORP | 59,607 | $28.8M | 8.50% |
| 3 | PROCTER AND GAMBLE CO | 133,447 | $19.1M | 5.64% |
| 4 | NETFLIX INC | 166,326 | $15.6M | 4.60% |
| 5 | ALPHABET INC CL C | 40,473 | $12.7M | 3.74% |
| 6 | CATERPILLAR INC | 20,569 | $11.8M | 3.47% |
| 7 | AMAZON COM INC | 45,816 | $10.6M | 3.12% |
| 8 | MERCADOLIBRE INC | 4,977 | $10.0M | 2.95% |
| 9 | COSTCO WHSL CORP | 10,616 | $9.2M | 2.70% |
| 10 | NOVO-NORDISK A S | 171,750 | $8.7M | 2.58% |
Quarterly Changes
New Positions (15)
$5.9M · 14K shares
$213K · 3K shares
$143K · 2K shares
$125K · 802 shares
$103K · 11K shares
$98K · 5K shares
$75K · 4K shares
$68K · 750 shares
$57K · 300 shares
$54K · 4K shares
$52K · 25K shares
$37K · 146 shares
$35K · 3K shares
$31K · 567 shares
$25K · 140 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 26 | $120.4M | 35.5% |
| Consumer Defensive | 7 | $43.2M | 12.7% |
| Communication Services | 7 | $34.0M | 10.0% |
| Healthcare | 16 | $31.8M | 9.4% |
| Industrials | 17 | $28.9M | 8.5% |
| Consumer Cyclical | 10 | $25.7M | 7.6% |
| Unknown | 10 | $19.9M | 5.9% |
| Financial Services | 21 | $14.0M | 4.1% |
| Energy | 5 | $10.1M | 3.0% |
| Utilities | 5 | $4.8M | 1.4% |
| Basic Materials | 3 | $3.3M | 1.0% |
| Real Estate | 2 | $3.2M | 0.9% |