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KC
Knuff & Co Portfolio holdings
AUM
$332M
1-Year Est. Return
21.75%
This Fund
S&P 500
This Quarter
Est. Return
-2.24%
1 Year Est. Return
+21.75%
3 Year Est. Return
+73.7%
5 Year Est. Return
+109.83%
10 Year Est. Return
–
AUM
$332M
AUM Growth
-$7.42M
(-2.2%)
Cap. Flow
+$9.38M
Cap. Flow
% of AUM
2.83%
Top 10 Holdings %
Top 10 Hldgs %
50.51%
Holding
147
New
18
Increased
34
Reduced
43
Closed
13
Top Buys
| 1 |
ServiceNow
NOW
|
+$4.09M |
| 2 |
TSMC
TSM
|
+$3.14M |
| 3 |
NVO
Novo Nordisk
NVO
|
+$3.01M |
| 4 |
QXO
QXO Inc
QXO
|
+$2.85M |
| 5 |
Mercado Libre
MELI
|
+$1.4M |
Top Sells
| 1 |
American Tower
AMT
|
+$2.67M |
| 2 |
Microchip Technology
MCHP
|
+$2.29M |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
+$1.25M |
| 4 |
Amazon
AMZN
|
+$815K |
| 5 |
Celsius Holdings
CELH
|
+$608K |
Sector Composition
| 1 | Technology | 33.65% |
| 2 | Consumer Staples | 12.87% |
| 3 | Industrials | 10.64% |
| 4 | Communication Services | 10.07% |
| 5 | Consumer Discretionary | 9.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Apple
AAPL
$4.89T
| $40M | 12.04% |
157,489
-1,352
| -0.9% | -$352K |
|
2
Microsoft
MSFT
$2.98T
| $22.2M | 6.68% |
59,863
+256
| +0.4% | +$107K |
|
3
Procter & Gamble
PG
$353B
| $18.9M | 5.7% |
131,026
-2,421
| -2% | -$367K |
|
4
Netflix
NFLX
$313B
| $16.7M | 5.03% |
173,500
+7,174
| +4% | +$632K |
|
5
Caterpillar
CAT
$404B
| $14.7M | 4.44% |
20,782
+213
| +1% | +$148K |
|
|
6
TSMC
TSM
$2.13T
| $12.5M | 3.75% |
36,858
+9,130
| +33% | +$3.14M |
|
7
Alphabet (Google) Class C
GOOG
$4.32T
| $11.7M | 3.53% |
40,801
+328
| +0.8% | +$103K |
|
8
ExxonMobil
XOM
$605B
| $10.7M | 3.21% |
62,872
-45
| -0.1% | -$6.57K |
|
9
Costco
COST
$419B
| $10.5M | 3.16% |
10,523
-93
| -0.9% | -$90.6K |
|
|
10
Mercado Libre
MELI
$94.2B
| $9.86M | 2.97% |
5,703
+726
| +15% | +$1.4M |
|
|
11
Amazon
AMZN
$2.69T
| $8.77M | 2.64% |
42,114
-3,702
| -8% | -$815K |
|
|
NVO
12
Novo Nordisk
NVO
$228B
| $8.64M | 2.6% |
235,229
+63,479
| +37% | +$3.01M |
|
13
Fortinet
FTNT
$118B
| $8.5M | 2.56% |
103,975
-1,325
| -1% | -$107K |
|
14
Broadcom
AVGO
$1.78T
| $7.6M | 2.29% |
24,561
-562
| -2% | -$185K |
|
15
NVIDIA
NVDA
$5.02T
| $7.05M | 2.12% |
40,415
-755
| -2% | -$139K |
|
16
Alibaba
BABA
$282B
| $7.04M | 2.12% |
56,138
-662
| -1% | -$99.5K |
|
|
17
Berkshire Hathaway Class B
BRK.B
$1.06T
| $6.88M | 2.07% |
14,367
-2,546
| -15% | -$1.25M |
|
18
Vertex Pharmaceuticals
VRTX
$123B
| $6.24M | 1.88% |
13,981
-216
| -2% | -$101K |
|
19
Monster Beverage
MNST
$97.7B
| $5.37M | 1.62% |
74,077
+1,600
| +2% | +$126K |
|
|
20
ServiceNow
NOW
$107B
| $4.24M | 1.28% |
40,514
+34,774
| +606% | +$4.09M |
|
21
Equifax
EFX
$21.4B
| $4.14M | 1.25% |
23,000
-500
| -2% | -$99.3K |
|
|
22
Celsius Holdings
CELH
$7.66B
| $4.08M | 1.23% |
115,066
-12,815
| -10% | -$608K |
|
|
23
Alphabet (Google) Class A
GOOGL
$4.33T
| $3.84M | 1.16% |
13,360
+696
| +5% | +$219K |
|
24
Albemarle
ALB
$14.1B
| $3.77M | 1.14% |
21,000
| – | – |
|
25
MongoDB
MDB
$26.4B
| $3.76M | 1.13% |
15,359
+1,188
| +8% | +$397K |
|
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