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What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
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CIK: 0001768089
Total reported value
$394.9M
$394.9M
127 檔
29.3%
According to the latest 13F quarterly dataset, Knuff & Co LLC managed an equity portfolio of $394.9M at the end of Q3 2024, spanning 127 distinct U.S. exchange-listed positions.
During Q3 2024, Knuff & Co LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 11.95% | -0.19% | +0.25% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 7.95% | -0.56% | +1.88% | |
| 3 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 7.29% | -1.01% | -1.49% | |
| 4 | TTD | Trade Desk Inc/the -class A | Stock-Comm Services | 4.19% | — | -1.78% | |
| 5 | NFLX | Netflix Inc | Stock-Comm Services | 3.87% | -1.73% | -0.13% | |
| 6 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 2.98% | +1.04% | +1.82% | |
| 7 | FTNT | Fortinet Inc | Stock-Tech | 2.84% | +1.55% | +0.84% | |
| 8 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.80% | -0.69% | — | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.53% | +0.01% | +5.12% | |
| 10 | CAT | Caterpillar Inc | Stock-Industrials | 2.52% | +1.08% | — | |
| 11 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.45% | +0.81% | -6.05% | |
| 12 | EFX | Equifax Inc | Stock-Industrials | 2.37% | -0.54% | — | |
| 13 | XOM | Exxon Mobil CORP | Stock-Energy | 2.33% | -3.21% | EXIT | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.14% | -0.24% | +2.70% | |
| 15 | NVDA | Nvidia CORP | Stock-Tech | 2.03% | +0.39% | +2.07% | |
| 16 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 2.01% | -0.08% | -1.05% | |
| 17 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.98% | -0.19% | -1.13% | |
| 18 | AMT | American Tower CORP | Stock-Real Estate | 1.56% | -0.12% | +1.93% | |
| 19 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 1.54% | -0.91% | +4.26% | |
| 20 | MNST | Monster Beverage CORP | Stock-Consumer Staples | 1.51% | +0.39% | +24.46% | |
| 21 | AVGO | Broadcom Inc | Stock-Tech | 1.42% | -0.04% | +902.08% | |
| 22 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.38% | +0.72% | -0.29% | |
| 23 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 1.37% | -0.01% | +536.48% | |
| 24 | HD | Home Depot Inc | Stock-Consumer Disc | 1.07% | -0.12% | +1.17% | |
| 25 | DE | Deere & Co | Stock-Industrials | 1.02% | — | -0.31% | |
| 26 | MCHP | Microchip Technology Inc | Stock-Tech | 0.92% | +0.13% | NEW | |
| 27 | QCOM | Qualcomm Inc | Stock-Tech | 0.91% | +0.01% | -4.22% | |
| 28 | NEE | Nextera Energy Inc | Stock-Utilities | 0.89% | -0.18% | +5.24% | |
| 29 | AFL | Aflac Inc | Stock-Financials | 0.87% | +0.09% | — | |
| 30 | BA | Boeing Co/the | Stock-Industrials | 0.84% | -0.09% | -0.14% | |
| 31 | ALB | Albemarle CORP | Stock-Materials | 0.83% | -0.42% | -18.89% | |
| 32 | AXP | American Express Co | Stock-Financials | 0.80% | -0.01% | — | |
| 33 | SWKS | Skyworks Solutions Inc | Stock-Tech | 0.80% | — | -3.01% | |
| 34 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.75% | -0.05% | — | |
| 35 | CVX | Chevron CORP | Stock-Energy | 0.71% | -0.24% | +9.05% | |
| 36 | DHR | Danaher CORP | Stock-Healthcare | 0.70% | +0.04% | +0.83% | |
| 37 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.66% | — | -1.11% | |
| 38 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.63% | +0.03% | -5.17% | |
| 39 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.59% | -0.25% | -20.36% | |
| 40 | GE | General Electric | Stock-Industrials | 0.59% | +0.10% | — | |
| 41 | PFE | Pfizer Inc | Stock-Healthcare | 0.57% | -0.15% | -0.31% | |
| 42 | SIRI | Sirius XM Holdings Inc. | Stock-Comm Services | 0.55% | — | — | |
| 43 | ABBV | Abbvie Inc | Stock-Healthcare | 0.47% | -0.04% | -1.27% | |
| 44 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.47% | -0.05% | +0.68% | |
| 45 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.47% | -0.04% | — | |
| 46 | V | Visa Inc-class A Shares | Stock-Financials | 0.44% | -0.05% | — | |
| 47 | ORCL | Oracle CORP | Stock-Tech | 0.43% | -0.09% | — | |
| 48 | UNP | Union Pacific CORP | Stock-Industrials | 0.43% | +0.11% | — | |
| 49 | ALGN | Align Technology Inc | Stock-Healthcare | 0.42% | -0.04% | EXIT | |
| 50 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.42% | +0.02% | -0.82% |
According to official SEC Form 13F filings, Knuff & Co LLC reported a total U.S. public equity portfolio value of $394.9M across 127 disclosed positions in Q3 2024.
During Q3 2024, Knuff & Co LLC's top holdings by market value included AAPL (11.9%)、MSFT (8.0%)、PG (7.3%). The largest single position, AAPL, represented 11.9% 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 terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, PG) accounted for 29.3% of total reported equity market value during Q3 2024.
In Q3 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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