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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 | |
|---|---|---|---|---|---|---|
26
Boeing
BA
$169B
| $3.59M | 1.08% |
18,061
| – | – |
|
27
Thermo Fisher Scientific
TMO
$202B
| $3.59M | 1.08% |
7,306
-832
| -10% | -$452K |
|
28
NextEra Energy
NEE
$186B
| $3.23M | 0.97% |
34,785
+300
| +0.9% | +$26.7K |
|
29
Chevron
CVX
$366B
| $3.05M | 0.92% |
14,726
+200
| +1% | +$36.5K |
|
30
American Express
AXP
$247B
| $3.01M | 0.91% |
9,950
| – | – |
|
31
GE Aerospace
GE
$361B
| $2.87M | 0.86% |
10,099
+9
| +0.1% | +$2.83K |
|
32
Home Depot
HD
$347B
| $2.84M | 0.85% |
8,625
-115
| -1% | -$41.9K |
|
33
Aflac
AFL
$62.6B
| $2.73M | 0.82% |
24,867
| – | – |
|
34
Johnson & Johnson
JNJ
$602B
| $2.53M | 0.76% |
10,357
+2,110
| +26% | +$491K |
|
|
QXO
35
QXO Inc
QXO
$16B
| $2.5M | 0.75% |
128,548
+124,623
| +3,175% | +$2.85M |
|
36
Gilead Sciences
GILD
$169B
| $2.06M | 0.62% |
14,796
+400
| +3% | +$56K |
|
37
GE Vernova
GEV
$278B
| $1.99M | 0.6% |
2,283
+28
| +1% | +$21.8K |
|
38
AbbVie
ABBV
$449B
| $1.95M | 0.59% |
8,975
+1,400
| +18% | +$311K |
|
39
Colgate-Palmolive
CL
$75.3B
| $1.9M | 0.57% |
22,305
| – | – |
|
40
Pfizer
PFE
$143B
| $1.79M | 0.54% |
63,859
| – | – |
|
41
Oracle
ORCL
$358B
| $1.75M | 0.53% |
11,872
+3,620
| +44% | +$588K |
|
42
Visa
V
$694B
| $1.57M | 0.47% |
5,200
| – | – |
|
43
Coca-Cola
KO
$365B
| $1.47M | 0.44% |
19,300
| – | – |
|
44
Pultegroup
PHM
$24.6B
| $1.41M | 0.42% |
11,947
-1,383
| -10% | -$177K |
|
45
Merck
MRK
$315B
| $1.33M | 0.4% |
11,038
| – | – |
|
|
SCHV
46
Schwab US Large-Cap Value ETF
SCHV
$15.6B
| $1.2M | 0.36% |
39,438
-1,000
| -2% | -$31.2K |
|
47
Wells Fargo
WFC
$267B
| $1.14M | 0.34% |
14,292
-2,400
| -14% | -$206K |
|
48
Waste Management
WM
$97.3B
| $1.13M | 0.34% |
4,921
-809
| -14% | -$186K |
|
49
Walt Disney
DIS
$173B
| $1.09M | 0.33% |
11,270
-1,787
| -14% | -$189K |
|
50
Cummins
CMI
$89.4B
| $1.06M | 0.32% |
1,965
| – | – |
|
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