KC
| |
Knuff & Co LLC13F | |
| Knuff & Co LLC | |
| Last update 2025-05-13 | 133 Stocks (13 new) |
| Value $298.00 Mil | Turnover 4 % |
Knuff & Co LLC Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 153,125 | 34,013.7 | -6.87% | 11.420 | -0.86% | 0.000 | +5.24% | -14.52% | 3,189,545.6 | Hardware | |
PG | Procter & Gamble Co | 134,092 | 22,852.0 | -2.24% | 7.670 | -0.16% | 0.010 | -6.12% | -2.88% | 377,072.7 | Consumer Packaged Goods | |
MSFT | Microsoft Corp | 58,790 | 22,069.1 | -1.89% | 7.410 | -0.15% | 0.000 | +33.94% | +18.80% | 3,707,650.2 | Software | |
NFLX | Netflix Inc | 17,307 | 16,139.3 | +2.03% | 5.420 | +0.11% | 0.000 | +41.45% | +45.53% | 552,042.5 | Media - Diversified | |
FTNT | Fortinet Inc | 109,115 | 10,503.4 | -8.73% | 3.530 | -0.30% | 0.010 | +18.14% | +11.83% | 80,873.9 | Software | |
COST | Costco Wholesale Corp | 10,313 | 9,753.8 | -0.42% | 3.270 | -0.01% | 0.000 | +2.19% | +7.98% | 437,720.8 | Retail - Defensive | |
MELI | MercadoLibre Inc | 4,853 | 9,467.6 | +1.02% | 3.180 | +0.03% | 0.010 | +29.22% | +47.85% | 127,455.7 | Retail - Cyclical | |
BRK.B | Berkshire Hathaway Inc | 16,397 | 8,732.7 | +6.60% | 2.930 | +0.18% | 0.000 | -8.52% | +7.00% | 1,046,283.1 | Insurance | |
XOM | Exxon Mobil Corp | 65,000 | 7,730.4 | -0.15% | 2.600 | 0% | 0.000 | +0.71% | +6.21% | 483,541.5 | Oil & Gas | |
CAT | Caterpillar Inc | 21,069 | 6,948.6 | 0% | 2.330 | 0% | 0.000 | +30.75% | +10.61% | 187,119.5 | Farm & Heavy Construction Machinery |
Knuff & Co LLC's Historical Top Holdings Breakdowns
Knuff & Co LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
NVO | Novo Nordisk AS | 2025-03-31 | Add Add | +1.61% | 69.3 ($82.59) 90.95 | $69.17 | -16.25% | Add 456.36% | 83,866 | 68,792 | |
CMG | Chipotle Mexican Grill Inc | 2025-03-31 | Reduce Reduce | -1.20% | 47.79 ($54.38) 59.89 | $57.07 | 4.95% | Reduce -88.63% | 8,375 | -65,274 | |
DE | Deere & Co | 2025-03-31 | Sold Out Sold Out | -0.88% | 408.57 ($467.8) 509.27 | $520.97 | 11.37% | Sold Out | 0 | -6,845 | |
AAPL | Apple Inc | 2025-03-31 | Reduce Reduce | -0.86% | 209.68 ($231.67) 247.1 | $213.55 | -7.82% | Reduce -6.87% | 153,125 | -11,300 | |
SWKS | Skyworks Solutions Inc | 2025-03-31 | Sold Out Sold Out | -0.69% | 64.12 ($76.14) 93.96 | $78.76 | 3.44% | Sold Out | 0 | -25,690 | |
AMZN | Amazon.com Inc | 2025-03-31 | Reduce Reduce | -0.47% | 190.26 ($217) 242.06 | $223.41 | 2.95% | Reduce -16.62% | 35,379 | -7,050 | |
GS | The Goldman Sachs Group Inc | 2025-03-31 | Sold Out Sold Out | -0.45% | 524.81 ($601.74) 672.19 | $723.68 | 20.26% | Sold Out | 0 | -2,577 | |
JD | JD.com Inc | 2025-03-31 | Add Add | +0.39% | 33.1 ($40.14) 45.21 | $32.07 | -20.10% | Add 548.07% | 33,220 | 28,094 | |
QCOM | Qualcomm Inc | 2025-03-31 | Reduce Reduce | -0.31% | 151.94 ($163) 175.86 | $162.21 | -0.48% | Reduce -45.3% | 8,038 | -6,658 | |
FTNT | Fortinet Inc | 2025-03-31 | Reduce Reduce | -0.30% | 92.49 ($101.38) 114.57 | $105.66 | 4.22% | Reduce -8.73% | 109,115 | -10,435 |
Knuff & Co LLC Total Holding History ($B)
Knuff & Co LLC's Asset Allocation
Knuff & Co LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Knuff & Co LLC's Hypothetical Growth since 2025-03-31
Knuff & Co LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Knuff & Co LLC's Holdings Heat Map
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Knuff & Co LLC's Holdings Bubble Chart
Knuff & Co LLC News
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