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CIK: 0001768089
Total reported value
$394.9M
$394.9M
131 檔
27.7%
In Q2 2024, Knuff & Co LLC's U.S. equity holdings reached a combined market value of $394.9M, distributed across 131 disclosed stock positions.
During Q2 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 27.7% of total reported equity market value during Q2 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 11.46% | -0.19% | +3.72% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 8.62% | -0.56% | -0.40% | |
| 3 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 7.49% | -1.01% | -1.83% | |
| 4 | TTD | Trade Desk Inc/the -class A | Stock-Comm Services | 4.04% | — | -4.38% | |
| 5 | NFLX | Netflix Inc | Stock-Comm Services | 3.92% | -1.73% | -3.94% | |
| 6 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.04% | +0.81% | -1.16% | |
| 7 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.86% | -0.69% | -0.49% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.66% | +0.01% | -0.70% | |
| 9 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 2.50% | +1.04% | +0.47% | |
| 10 | XOM | Exxon Mobil CORP | Stock-Energy | 2.48% | -3.21% | EXIT | |
| 11 | FTNT | Fortinet Inc | Stock-Tech | 2.32% | +1.55% | -1.63% | |
| 12 | CAT | Caterpillar Inc | Stock-Industrials | 2.28% | +1.08% | — | |
| 13 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 2.18% | -0.08% | -0.05% | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 2.15% | +0.39% | +838.77% | |
| 15 | EFX | Equifax Inc | Stock-Industrials | 2.08% | -0.54% | -3.30% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.96% | -0.24% | +0.22% | |
| 17 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.91% | -0.19% | -3.83% | |
| 18 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.47% | +0.72% | -0.19% | |
| 19 | AVGO | Broadcom Inc | Stock-Tech | 1.40% | -0.04% | — | |
| 20 | AMT | American Tower CORP | Stock-Real Estate | 1.36% | -0.12% | +0.08% | |
| 21 | MNST | Monster Beverage CORP | Stock-Consumer Staples | 1.24% | +0.39% | — | |
| 22 | QCOM | Qualcomm Inc | Stock-Tech | 1.18% | +0.01% | -3.43% | |
| 23 | DXCM | Dexcom Inc | Stock-Healthcare | 1.12% | — | -8.83% | |
| 24 | MCHP | Microchip Technology Inc | Stock-Tech | 1.11% | +0.13% | NEW | |
| 25 | ALB | Albemarle CORP | Stock-Materials | 1.09% | -0.42% | -5.26% | |
| 26 | BA | Boeing Co/the | Stock-Industrials | 1.07% | -0.09% | — | |
| 27 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 1.06% | -0.91% | +10.13% | |
| 28 | DE | Deere & Co | Stock-Industrials | 0.97% | — | -0.38% | |
| 29 | HD | Home Depot Inc | Stock-Consumer Disc | 0.96% | -0.12% | -0.87% | |
| 30 | SWKS | Skyworks Solutions Inc | Stock-Tech | 0.94% | — | -5.96% | |
| 31 | ALGN | Align Technology Inc | Stock-Healthcare | 0.94% | -0.04% | EXIT | |
| 32 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.82% | -0.25% | -2.29% | |
| 33 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.78% | +0.03% | -0.57% | |
| 34 | NEE | Nextera Energy Inc | Stock-Utilities | 0.75% | -0.18% | -8.38% | |
| 35 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.75% | -0.05% | — | |
| 36 | CVX | Chevron CORP | Stock-Energy | 0.74% | -0.24% | -0.85% | |
| 37 | AFL | Aflac Inc | Stock-Financials | 0.74% | +0.09% | — | |
| 38 | AXP | American Express Co | Stock-Financials | 0.73% | -0.01% | — | |
| 39 | DHR | Danaher CORP | Stock-Healthcare | 0.66% | +0.04% | — | |
| 40 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.61% | — | -2.15% | |
| 41 | PFE | Pfizer Inc | Stock-Healthcare | 0.59% | -0.15% | -1.22% | |
| 42 | GE | General Electric | Stock-Industrials | 0.53% | +0.10% | -11.22% | |
| 43 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.49% | +0.02% | -0.41% | |
| 44 | V | Visa Inc-class A Shares | Stock-Financials | 0.45% | -0.05% | — | |
| 45 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.45% | -0.05% | — | |
| 46 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.44% | -0.04% | -1.41% | |
| 47 | ABBV | Abbvie Inc | Stock-Healthcare | 0.44% | -0.04% | -1.87% | |
| 48 | UNP | Union Pacific CORP | Stock-Industrials | 0.42% | +0.11% | — | |
| 49 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.41% | -0.05% | -3.81% | |
| 50 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.40% | — | — |
According to official SEC Form 13F filings, Knuff & Co LLC reported a total U.S. public equity portfolio value of $394.9M across 131 disclosed positions in Q2 2024.
During Q2 2024, Knuff & Co LLC's top holdings by market value included AAPL (11.5%)、MSFT (8.6%)、PG (7.5%). The largest single position, AAPL, represented 11.5% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In Q2 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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