13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001768089
Total reported value
$394.9M
$394.9M
133 檔
26.7%
At the close of Q1 2025, Knuff & Co LLC disclosed equity holdings valued at approximately $394.9M, spread across 133 reported holdings.
In Q1 2025, Knuff & Co LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, PG, MSFT) accounted for 26.7% of total reported equity market value during Q1 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 11.41% | -0.19% | -6.87% | |
| 2 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 7.67% | -1.01% | -2.24% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 7.41% | -0.56% | -1.89% | |
| 4 | NFLX | Netflix Inc | Stock-Comm Services | 5.42% | -1.73% | +2.03% | |
| 5 | FTNT | Fortinet Inc | Stock-Tech | 3.52% | +1.55% | -8.73% | |
| 6 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 3.27% | -0.69% | -0.42% | |
| 7 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 3.18% | +1.04% | +1.02% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.93% | -0.24% | +6.60% | |
| 9 | XOM | Exxon Mobil CORP | Stock-Energy | 2.59% | -3.21% | EXIT | |
| 10 | CAT | Caterpillar Inc | Stock-Industrials | 2.33% | +1.08% | — | |
| 11 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 2.27% | -0.91% | +10.86% | |
| 12 | TTD | Trade Desk Inc/the -class A | Stock-Comm Services | 2.27% | — | +11.80% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.26% | +0.01% | -16.62% | |
| 14 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 2.25% | -0.08% | -0.83% | |
| 15 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.22% | +0.81% | -9.80% | |
| 16 | EFX | Equifax Inc | Stock-Industrials | 2.12% | -0.54% | -1.52% | |
| 17 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 1.95% | +0.35% | +456.36% | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 1.77% | +0.39% | -5.85% | |
| 19 | AMT | American Tower CORP | Stock-Real Estate | 1.77% | -0.12% | +6.09% | |
| 20 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.71% | -0.19% | -0.65% | |
| 21 | MNST | Monster Beverage CORP | Stock-Consumer Staples | 1.61% | +0.39% | -11.66% | |
| 22 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.45% | +0.72% | -0.66% | |
| 23 | AVGO | Broadcom Inc | Stock-Tech | 1.44% | -0.04% | -3.71% | |
| 24 | HD | Home Depot Inc | Stock-Consumer Disc | 1.08% | -0.12% | -0.11% | |
| 25 | CVX | Chevron CORP | Stock-Energy | 1.07% | -0.24% | +13.75% | |
| 26 | BA | Boeing Co/the | Stock-Industrials | 1.02% | -0.09% | -2.09% | |
| 27 | AFL | Aflac Inc | Stock-Financials | 0.95% | +0.09% | — | |
| 28 | NEE | Nextera Energy Inc | Stock-Utilities | 0.93% | -0.18% | +12.07% | |
| 29 | AXP | American Express Co | Stock-Financials | 0.89% | -0.01% | +0.28% | |
| 30 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.75% | -0.05% | — | |
| 31 | GE | General Electric | Stock-Industrials | 0.69% | +0.10% | — | |
| 32 | ALB | Albemarle CORP | Stock-Materials | 0.67% | -0.42% | -4.40% | |
| 33 | V | Visa Inc-class A Shares | Stock-Financials | 0.67% | -0.05% | -0.94% | |
| 34 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.65% | +0.03% | -2.15% | |
| 35 | MCHP | Microchip Technology Inc | Stock-Tech | 0.61% | +0.13% | NEW | |
| 36 | ABBV | Abbvie Inc | Stock-Healthcare | 0.55% | -0.04% | — | |
| 37 | PFE | Pfizer Inc | Stock-Healthcare | 0.54% | -0.15% | -1.08% | |
| 38 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.47% | — | +15.02% | |
| 39 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.47% | -0.25% | -29.80% | |
| 40 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.46% | -0.06% | -1.59% | |
| 41 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.46% | -0.04% | -0.34% | |
| 42 | JD | Jd.com Inc-adr | Stock-Consumer Disc | 0.46% | — | +548.07% | |
| 43 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.44% | -0.05% | -15.30% | |
| 44 | DHR | Danaher CORP | Stock-Healthcare | 0.43% | +0.04% | -25.42% | |
| 45 | QCOM | Qualcomm Inc | Stock-Tech | 0.41% | +0.01% | -45.30% | |
| 46 | ABT | Abbott Laboratories | Stock-Healthcare | 0.41% | -0.15% | EXIT | |
| 47 | WFC | Wells Fargo & Co | Stock-Financials | 0.40% | -0.04% | — | |
| 48 | MA | Mastercard Inc - A | Stock-Financials | 0.39% | +0.02% | +1.42% | |
| 49 | ORCL | Oracle CORP | Stock-Tech | 0.39% | -0.09% | — | |
| 50 | SIRI | Sirius Xm Holdings Inc | Stock-Comm Services | 0.37% | — | +2.07% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | — | NEW | New buy |
| 2 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 3 | MSFT | Microsoft CORP | — | NEW | New buy |
| 4 | NFLX | Netflix Inc | — | NEW | New buy |
| 5 | FTNT | Fortinet Inc | — | NEW | New buy |
| 6 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 7 | MELI | Mercadolibre Inc | — | NEW | New buy |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 9 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 10 | CAT | Caterpillar Inc | — | NEW | New buy |
| 11 | BABA | Alibaba Group Holding-sp Adr | — | NEW | New buy |
| 12 | TTD | Trade Desk Inc/the -class A | — | NEW | New buy |
| 13 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 14 | VRTX | Vertex Pharmaceuticals Inc | — | NEW | New buy |
| 15 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 16 | EFX | Equifax Inc | — | NEW | New buy |
| 17 | NVO | Novo-nordisk A/s-spons Adr | — | NEW | New buy |
| 18 | NVDA | Nvidia CORP | — | NEW | New buy |
| 19 | AMT | American Tower CORP | — | NEW | New buy |
| 20 | TMO | Thermo Fisher Scientific Inc | — | NEW | New buy |
| 21 | MNST | Monster Beverage CORP | — | NEW | New buy |
| 22 | TSM | Taiwan Semiconductor-sp Adr | — | NEW | New buy |
| 23 | AVGO | Broadcom Inc | — | NEW | New buy |
| 24 | HD | Home Depot Inc | — | NEW | New buy |
| 25 | CVX | Chevron CORP | — | NEW | New buy |
| 26 | BA | Boeing Co/the | — | NEW | New buy |
| 27 | AFL | Aflac Inc | — | NEW | New buy |
| 28 | NEE | Nextera Energy Inc | — | NEW | New buy |
| 29 | AXP | American Express Co | — | NEW | New buy |
| 30 | CL | Colgate-palmolive Co | — | NEW | New buy |
| 31 | GE | General Electric | — | NEW | New buy |
| 32 | ALB | Albemarle CORP | — | NEW | New buy |
| 33 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 34 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 35 | MCHP | Microchip Technology Inc | — | NEW | New buy |
| 36 | ABBV | Abbvie Inc | — | NEW | New buy |
| 37 | PFE | Pfizer Inc | — | NEW | New buy |
| 38 | IWR | Ishares Russell Mid-cap ETF | — | NEW | New buy |
| 39 | DIS | Walt Disney Co/the | — | NEW | New buy |
| 40 | GILD | Gilead Sciences Inc | — | NEW | New buy |
| 41 | KO | Coca-cola Co/the | — | NEW | New buy |
| 42 | JD | Jd.com Inc-adr | — | NEW | New buy |
| 43 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 44 | DHR | Danaher CORP | — | NEW | New buy |
| 45 | QCOM | Qualcomm Inc | — | NEW | New buy |
| 46 | ABT | Abbott Laboratories | — | NEW | New buy |
| 47 | WFC | Wells Fargo & Co | — | NEW | New buy |
| 48 | MA | Mastercard Inc - A | — | NEW | New buy |
| 49 | ORCL | Oracle CORP | — | NEW | New buy |
| 50 | SIRI | Sirius Xm Holdings Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Knuff & Co LLC reported a total U.S. public equity portfolio value of $394.9M across 133 disclosed positions in Q1 2025.
During Q1 2025, Knuff & Co LLC's top holdings by market value included AAPL (11.4%)、PG (7.7%)、MSFT (7.4%). The largest single position, AAPL, represented 11.4% 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.
Top New Position Initiated
AAPL
市值: $34.0M
In Q1 2025, Knuff & Co LLC made 50 total portfolio adjustments, initiating 50 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.