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CIK: 0001768089
Total reported value
$394.9M
$394.9M
142 檔
30.0%
During the Q4 2024 filing period, Knuff & Co LLC (CIK: 0001768089) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $394.9M across 142 reported positions.
During Q4 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 | 12.51% | -0.19% | -2.17% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 7.68% | -0.56% | -1.07% | |
| 3 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 6.99% | -1.01% | -0.56% | |
| 4 | NFLX | Netflix Inc | Stock-Comm Services | 4.60% | -1.73% | -5.01% | |
| 5 | TTD | Trade Desk Inc/the -class A | Stock-Comm Services | 4.23% | — | -5.48% | |
| 6 | FTNT | Fortinet Inc | Stock-Tech | 3.43% | +1.55% | -0.24% | |
| 7 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.88% | -0.69% | -0.02% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.83% | +0.01% | -4.66% | |
| 9 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.72% | +0.81% | -2.06% | |
| 10 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 2.48% | +1.04% | +0.84% | |
| 11 | CAT | Caterpillar Inc | Stock-Industrials | 2.32% | +1.08% | -0.18% | |
| 12 | XOM | Exxon Mobil CORP | Stock-Energy | 2.13% | -3.21% | EXIT | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 2.12% | +0.39% | -5.52% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.12% | -0.24% | +0.93% | |
| 15 | EFX | Equifax Inc | Stock-Industrials | 2.04% | -0.54% | — | |
| 16 | AVGO | Broadcom Inc | Stock-Tech | 1.88% | -0.04% | -1.04% | |
| 17 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 1.71% | -0.08% | -1.78% | |
| 18 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.63% | -0.19% | -2.07% | |
| 19 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.58% | +0.72% | +1.03% | |
| 20 | MNST | Monster Beverage CORP | Stock-Consumer Staples | 1.48% | +0.39% | -2.29% | |
| 21 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 1.35% | -0.01% | -5.15% | |
| 22 | AMT | American Tower CORP | Stock-Real Estate | 1.27% | -0.12% | +3.84% | |
| 23 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 1.19% | -0.91% | -2.80% | |
| 24 | HD | Home Depot Inc | Stock-Consumer Disc | 1.04% | -0.12% | +1.22% | |
| 25 | BA | Boeing Co/the | Stock-Industrials | 0.98% | -0.09% | +0.03% | |
| 26 | AXP | American Express Co | Stock-Financials | 0.89% | -0.01% | +1.73% | |
| 27 | DE | Deere & Co | Stock-Industrials | 0.88% | — | -14.42% | |
| 28 | AFL | Aflac Inc | Stock-Financials | 0.80% | +0.09% | — | |
| 29 | NEE | Nextera Energy Inc | Stock-Utilities | 0.76% | -0.18% | +0.80% | |
| 30 | ALB | Albemarle CORP | Stock-Materials | 0.75% | -0.42% | +0.94% | |
| 31 | CVX | Chevron CORP | Stock-Energy | 0.74% | -0.24% | +5.43% | |
| 32 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.73% | +0.03% | +1.64% | |
| 33 | SWKS | Skyworks Solutions Inc | Stock-Tech | 0.69% | — | -2.65% | |
| 34 | QCOM | Qualcomm Inc | Stock-Tech | 0.69% | +0.01% | -16.19% | |
| 35 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.68% | -0.25% | -0.64% | |
| 36 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.66% | -0.05% | — | |
| 37 | MCHP | Microchip Technology Inc | Stock-Tech | 0.65% | +0.13% | NEW | |
| 38 | DHR | Danaher CORP | Stock-Healthcare | 0.59% | +0.04% | +1.80% | |
| 39 | V | Visa Inc-class A Shares | Stock-Financials | 0.55% | -0.05% | +8.63% | |
| 40 | PFE | Pfizer Inc | Stock-Healthcare | 0.52% | -0.15% | — | |
| 41 | GE | General Electric | Stock-Industrials | 0.52% | +0.10% | -0.38% | |
| 42 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.48% | — | -14.68% | |
| 43 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.45% | — | -4.24% | |
| 44 | ABBV | Abbvie Inc | Stock-Healthcare | 0.43% | -0.04% | +1.53% | |
| 45 | ORCL | Oracle CORP | Stock-Tech | 0.42% | -0.09% | — | |
| 46 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.41% | -0.05% | -0.76% | |
| 47 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.39% | +0.35% | +111.68% | |
| 48 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.39% | — | — | |
| 49 | UNP | Union Pacific CORP | Stock-Industrials | 0.38% | +0.11% | -3.51% | |
| 50 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.38% | +0.02% | +2.50% |
According to official SEC Form 13F filings, Knuff & Co LLC reported a total U.S. public equity portfolio value of $394.9M across 142 disclosed positions in Q4 2024.
During Q4 2024, Knuff & Co LLC's top holdings by market value included AAPL (12.5%)、MSFT (7.7%)、PG (7.0%). The largest single position, AAPL, represented 12.5% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, PG) accounted for 30.0% of total reported equity market value during Q4 2024.
In Q4 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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