KC

Knuff & Co Portfolio holdings

AUM $332M
1-Year Est. Return 21.75%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$332M
AUM Growth
-$7.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$4.09M
2
+$3.14M
3
+$3.01M
4
QXO
QXO Inc
QXO
+$2.85M
5
MELI icon
Mercado Libre
MELI
+$1.4M

Top Sells

1
+$2.67M
2
+$2.29M
3
+$1.25M
4
AMZN icon
Amazon
AMZN
+$815K
5
CELH icon
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
BA icon
26
Boeing
BA
$177B
$3.59M 1.08%
18,061
TMO icon
27
Thermo Fisher Scientific
TMO
$184B
$3.59M 1.08%
7,306
-832
NEE icon
28
NextEra Energy
NEE
$174B
$3.23M 0.97%
34,785
+300
CVX icon
29
Chevron
CVX
$370B
$3.05M 0.92%
14,726
+200
AXP icon
30
American Express
AXP
$214B
$3.01M 0.91%
9,950
GE icon
31
GE Aerospace
GE
$339B
$2.87M 0.86%
10,099
+9
HD icon
32
Home Depot
HD
$310B
$2.84M 0.85%
8,625
-115
AFL icon
33
Aflac
AFL
$57.1B
$2.73M 0.82%
24,867
JNJ icon
34
Johnson & Johnson
JNJ
$538B
$2.53M 0.76%
10,357
+2,110
QXO
35
QXO Inc
QXO
$12.2B
$2.5M 0.75%
128,548
+124,623
GILD icon
36
Gilead Sciences
GILD
$163B
$2.06M 0.62%
14,796
+400
GEV icon
37
GE Vernova
GEV
$255B
$1.99M 0.6%
2,283
+28
ABBV icon
38
AbbVie
ABBV
$376B
$1.95M 0.59%
8,975
+1,400
CL icon
39
Colgate-Palmolive
CL
$70.8B
$1.9M 0.57%
22,305
PFE icon
40
Pfizer
PFE
$146B
$1.79M 0.54%
63,859
ORCL icon
41
Oracle
ORCL
$714B
$1.75M 0.53%
11,872
+3,620
V icon
42
Visa
V
$614B
$1.57M 0.47%
5,200
KO icon
43
Coca-Cola
KO
$338B
$1.47M 0.44%
19,300
PHM icon
44
Pultegroup
PHM
$22.4B
$1.41M 0.42%
11,947
-1,383
MRK icon
45
Merck
MRK
$284B
$1.33M 0.4%
11,038
SCHV icon
46
Schwab US Large-Cap Value ETF
SCHV
$15.6B
$1.2M 0.36%
39,438
-1,000
WFC icon
47
Wells Fargo
WFC
$236B
$1.14M 0.34%
14,292
-2,400
WM icon
48
Waste Management
WM
$85.3B
$1.13M 0.34%
4,921
-809
DIS icon
49
Walt Disney
DIS
$179B
$1.09M 0.33%
11,270
-1,787
CMI icon
50
Cummins
CMI
$88.8B
$1.06M 0.32%
1,965
1
2
3 4 5