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CIK: 0001768089
Total reported value
$394.9M
$394.9M
125 檔
25.1%
As reported in its official Q1 2024 Form 13F filing, Knuff & Co LLC's tracked investment portfolio stood at $394.9M with 125 total positions.
During Q1 2024, Knuff & Co LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, PG) accounted for 25.1% of total reported equity market value during Q1 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 9.32% | -0.19% | -0.70% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 8.44% | -0.56% | +0.21% | |
| 3 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 7.78% | -1.01% | -1.40% | |
| 4 | TTD | Trade Desk Inc/the -class A | Stock-Comm Services | 3.92% | — | -5.14% | |
| 5 | NFLX | Netflix Inc | Stock-Comm Services | 3.80% | -1.73% | -3.10% | |
| 6 | FTNT | Fortinet Inc | Stock-Tech | 2.77% | +1.55% | -1.61% | |
| 7 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.65% | +0.81% | +0.03% | |
| 8 | CAT | Caterpillar Inc | Stock-Industrials | 2.60% | +1.08% | -0.24% | |
| 9 | XOM | Exxon Mobil CORP | Stock-Energy | 2.59% | -3.21% | EXIT | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.58% | +0.01% | +1.63% | |
| 11 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.56% | -0.69% | -1.65% | |
| 12 | EFX | Equifax Inc | Stock-Industrials | 2.45% | -0.54% | -2.15% | |
| 13 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 2.37% | +1.04% | +4.68% | |
| 14 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 2.16% | -0.19% | -3.63% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.09% | -0.24% | -1.44% | |
| 16 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 2.02% | -0.08% | +1.19% | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 1.74% | +0.39% | — | |
| 18 | ALB | Albemarle CORP | Stock-Materials | 1.65% | -0.42% | -16.69% | |
| 19 | DXCM | Dexcom Inc | Stock-Healthcare | 1.55% | — | -2.35% | |
| 20 | MNST | Monster Beverage CORP | Stock-Consumer Staples | 1.52% | +0.39% | — | |
| 21 | ALGN | Align Technology Inc | Stock-Healthcare | 1.52% | -0.04% | EXIT | |
| 22 | AMT | American Tower CORP | Stock-Real Estate | 1.43% | -0.12% | -4.25% | |
| 23 | AVGO | Broadcom Inc | Stock-Tech | 1.20% | -0.04% | -3.75% | |
| 24 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.19% | +0.72% | — | |
| 25 | BA | Boeing Co/the | Stock-Industrials | 1.18% | -0.09% | -0.55% | |
| 26 | MCHP | Microchip Technology Inc | Stock-Tech | 1.13% | +0.13% | NEW | |
| 27 | HD | Home Depot Inc | Stock-Consumer Disc | 1.12% | -0.12% | -0.61% | |
| 28 | DE | Deere & Co | Stock-Industrials | 1.11% | — | -7.39% | |
| 29 | QCOM | Qualcomm Inc | Stock-Tech | 1.08% | +0.01% | +3.34% | |
| 30 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.07% | -0.25% | +8.80% | |
| 31 | SWKS | Skyworks Solutions Inc | Stock-Tech | 1.05% | — | +3.31% | |
| 32 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 1.01% | -0.91% | -2.35% | |
| 33 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.80% | — | — | |
| 34 | CVX | Chevron CORP | Stock-Energy | 0.78% | -0.24% | +14.89% | |
| 35 | NEE | Nextera Energy Inc | Stock-Utilities | 0.77% | -0.18% | -25.69% | |
| 36 | AXP | American Express Co | Stock-Financials | 0.74% | -0.01% | — | |
| 37 | AFL | Aflac Inc | Stock-Financials | 0.73% | +0.09% | — | |
| 38 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.72% | -0.05% | +14.42% | |
| 39 | DHR | Danaher CORP | Stock-Healthcare | 0.69% | +0.04% | -1.29% | |
| 40 | GE | General Electric | Stock-Industrials | 0.68% | +0.10% | +2.66% | |
| 41 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.67% | +0.03% | -2.57% | |
| 42 | PFE | Pfizer Inc | Stock-Healthcare | 0.61% | -0.15% | — | |
| 43 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.54% | +0.02% | — | |
| 44 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.50% | -0.05% | +25.53% | |
| 45 | V | Visa Inc-class A Shares | Stock-Financials | 0.49% | -0.05% | +74.75% | |
| 46 | ABBV | Abbvie Inc | Stock-Healthcare | 0.49% | -0.04% | — | |
| 47 | UNP | Union Pacific CORP | Stock-Industrials | 0.47% | +0.11% | +54.14% | |
| 48 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.47% | -0.05% | -1.97% | |
| 49 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.46% | -0.06% | -2.62% | |
| 50 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.44% | -0.04% | -0.62% |
According to official SEC Form 13F filings, Knuff & Co LLC reported a total U.S. public equity portfolio value of $394.9M across 125 disclosed positions in Q1 2024.
During Q1 2024, Knuff & Co LLC's top holdings by market value included AAPL (9.3%)、MSFT (8.4%)、PG (7.8%). The largest single position, AAPL, represented 9.3% of total portfolio value.
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In Q1 2024, Knuff & Co LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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