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CIK: 0001768089
Total reported value
$394.9M
$394.9M
122 檔
29.3%
The Q2 2025 SEC filing reveals that Knuff & Co LLC held a total portfolio value of $394.9M, covering 122 public equity positions.
During Q2 2025, 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, NFLX) accounted for 29.3% of total reported equity market value during Q2 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 9.48% | -0.19% | -4.18% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 9.29% | -0.56% | +0.88% | |
| 3 | NFLX | Netflix Inc | Stock-Comm Services | 7.29% | -1.73% | -0.12% | |
| 4 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 6.70% | -1.01% | -0.41% | |
| 5 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 3.62% | +1.04% | -9.31% | |
| 6 | FTNT | Fortinet Inc | Stock-Tech | 3.59% | +1.55% | -1.09% | |
| 7 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 3.22% | -0.69% | +0.19% | |
| 8 | TTD | Trade Desk Inc/the -class A | Stock-Comm Services | 2.88% | — | -1.44% | |
| 9 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 2.78% | +0.35% | +52.53% | |
| 10 | CAT | Caterpillar Inc | Stock-Industrials | 2.51% | +1.08% | -2.37% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.50% | -0.24% | -0.37% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.24% | +0.01% | -8.41% | |
| 13 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.24% | +0.81% | -5.61% | |
| 14 | AVGO | Broadcom Inc | Stock-Tech | 2.21% | -0.04% | -0.97% | |
| 15 | XOM | Exxon Mobil CORP | Stock-Energy | 2.14% | -3.21% | EXIT | |
| 16 | NVDA | Nvidia CORP | Stock-Tech | 2.07% | +0.39% | -14.70% | |
| 17 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 1.96% | -0.08% | +1.24% | |
| 18 | EFX | Equifax Inc | Stock-Industrials | 1.92% | -0.54% | -9.62% | |
| 19 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.89% | +0.72% | +1.78% | |
| 20 | AMT | American Tower CORP | Stock-Real Estate | 1.73% | -0.12% | +2.79% | |
| 21 | CELH | Celsius Holdings Inc | Stock-Consumer Staples | 1.66% | — | +794.40% | |
| 22 | JD | Jd.com Inc-adr | Stock-Consumer Disc | 1.64% | — | +381.49% | |
| 23 | MNST | Monster Beverage CORP | Stock-Consumer Staples | 1.58% | +0.39% | -2.23% | |
| 24 | BA | Boeing Co/the | Stock-Industrials | 1.18% | -0.09% | +0.68% | |
| 25 | HD | Home Depot Inc | Stock-Consumer Disc | 1.01% | -0.12% | -0.47% | |
| 26 | AXP | American Express Co | Stock-Financials | 0.99% | -0.01% | — | |
| 27 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.85% | -0.19% | -34.80% | |
| 28 | AFL | Aflac Inc | Stock-Financials | 0.84% | +0.09% | -0.39% | |
| 29 | GE | General Electric | Stock-Industrials | 0.81% | +0.10% | -2.44% | |
| 30 | MCHP | Microchip Technology Inc | Stock-Tech | 0.81% | +0.13% | NEW | |
| 31 | NEE | Nextera Energy Inc | Stock-Utilities | 0.78% | -0.18% | -8.99% | |
| 32 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.69% | +0.03% | +0.28% | |
| 33 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.68% | -0.05% | — | |
| 34 | CVX | Chevron CORP | Stock-Energy | 0.66% | -0.24% | -23.25% | |
| 35 | V | Visa Inc-class A Shares | Stock-Financials | 0.58% | -0.05% | -8.13% | |
| 36 | ORCL | Oracle CORP | Stock-Tech | 0.57% | -0.09% | — | |
| 37 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.51% | -0.25% | -7.32% | |
| 38 | PFE | Pfizer Inc | Stock-Healthcare | 0.49% | -0.15% | +0.11% | |
| 39 | ABBV | Abbvie Inc | Stock-Healthcare | 0.44% | -0.04% | -3.98% | |
| 40 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.43% | -0.06% | — | |
| 41 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.43% | -0.04% | — | |
| 42 | WFC | Wells Fargo & Co | Stock-Financials | 0.42% | -0.04% | — | |
| 43 | ALB | Albemarle CORP | Stock-Materials | 0.41% | -0.42% | -23.86% | |
| 44 | ABT | Abbott Laboratories | Stock-Healthcare | 0.41% | -0.15% | EXIT | |
| 45 | QCOM | Qualcomm Inc | Stock-Tech | 0.40% | +0.01% | -1.17% | |
| 46 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.39% | — | -19.21% | |
| 47 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.38% | -0.05% | — | |
| 48 | DHR | Danaher CORP | Stock-Healthcare | 0.38% | +0.04% | -2.15% | |
| 49 | GEV | GE Vernova Inc | Stock-Industrials | 0.37% | +0.08% | — | |
| 50 | FIS | Fidelity National Info Serv | Stock-Tech | 0.36% | — | — |
According to official SEC Form 13F filings, Knuff & Co LLC reported a total U.S. public equity portfolio value of $394.9M across 122 disclosed positions in Q2 2025.
During Q2 2025, Knuff & Co LLC's top holdings by market value included AAPL (9.5%)、MSFT (9.3%)、NFLX (7.3%). The largest single position, AAPL, represented 9.5% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In Q2 2025, 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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