KC
Knuff & Co Portfolio holdings
AUM
$345M
1-Year Est. Return
22.99%
1 Year Est. Return
+22.99%
AUM
$345M
AUM Growth
+$27.6M
(+8.7%)
Holding
130
Top Buys
| 1 | +$9.72M | |
| 2 | +$7.05M | |
| 3 | +$3.58M | |
| 4 |
Apple
AAPL
|
+$2.37M |
| 5 |
Pultegroup
PHM
|
+$792K |
Top Sells
| 1 | +$3.39M | |
| 2 | +$1.24M | |
| 3 | +$818K | |
| 4 |
Netflix
NFLX
|
+$563K |
| 5 |
Monster Beverage
MNST
|
+$517K |
Sector Composition
| 1 | Technology | 33.75% |
| 2 | Consumer Staples | 13.3% |
| 3 | Consumer Discretionary | 11.5% |
| 4 | Communication Services | 10.9% |
| 5 | Healthcare | 10.07% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
MongoDB
MDB
$26.8B
| $3.58M | 1.04% |
+11,529
|
|
||
27
Home Depot
HD
$356B
| $3.54M | 1.02% |
8,731
|
|
||
28
American Express
AXP
$248B
| $3.27M | 0.95% |
9,844
|
|
||
29
Alphabet (Google) Class A
GOOGL
$3.8T
| $3.04M | 0.88% |
12,521
+50
|
|
||
30
GE Aerospace
GE
$304B
| $3.01M | 0.87% |
9,999
|
|
||
31
Aflac
AFL
$57.4B
| $2.78M | 0.8% |
24,867
-458
|
|
||
32
Trade Desk
TTD
$19.1B
| $2.76M | 0.8% |
56,275
-69,246
|
|
||
33
NextEra Energy
NEE
$176B
| $2.57M | 0.74% |
34,005
-1,478
|
|
||
34
Oracle
ORCL
$573B
| $2.32M | 0.67% |
8,252
|
|
||
35
Microchip Technology
MCHP
$28.9B
| $2.3M | 0.67% |
35,876
-496
|
|
||
36
Chevron
CVX
$305B
| $2.26M | 0.65% |
14,526
-62
|
|
||
37
Colgate-Palmolive
CL
$64.4B
| $1.9M | 0.55% |
23,805
|
|
||
38
Visa
V
$638B
| $1.78M | 0.51% |
5,200
|
|
||
39
AbbVie
ABBV
$398B
| $1.76M | 0.51% |
7,580
|
|
||
40
Albemarle
ALB
$15.1B
| $1.7M | 0.49% |
21,000
|
|
||
41
Pfizer
PFE
$144B
| $1.63M | 0.47% |
63,859
-71
|
|
||
42
Gilead Sciences
GILD
$154B
| $1.6M | 0.46% |
14,396
+2,034
|
|
||
|
43
Pultegroup
PHM
$24.8B
| $1.51M | 0.44% |
11,457
+5,992
|
|
||
44
Walt Disney
DIS
$191B
| $1.5M | 0.43% |
13,057
|
|
||
45
Johnson & Johnson
JNJ
$495B
| $1.44M | 0.42% |
7,757
-200
|
|
||
46
Wells Fargo
WFC
$268B
| $1.4M | 0.41% |
16,692
|
|
||
47
GE Vernova
GEV
$157B
| $1.37M | 0.4% |
2,233
|
|
||
48
Coca-Cola
KO
$310B
| $1.28M | 0.37% |
19,300
|
|
||
49
Qualcomm
QCOM
$180B
| $1.26M | 0.36% |
7,544
-400
|
|
||
50
Schwab US Large-Cap Value ETF
SCHV
$14B
| $1.18M | 0.34% |
40,438
-200
|
|