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
BMY icon
51
Bristol-Myers Squibb
BMY
$112B
$985K 0.3%
16,238
+5,300
SBUX icon
52
Starbucks
SBUX
$110B
$956K 0.29%
10,670
+225
DHR icon
53
Danaher
DHR
$127B
$903K 0.27%
4,762
-107
UNP icon
54
Union Pacific
UNP
$156B
$864K 0.26%
3,560
-100
MA icon
55
Mastercard
MA
$438B
$824K 0.25%
1,649
+163
APH icon
56
Amphenol
APH
$180B
$708K 0.21%
+5,600
GLD icon
57
SPDR Gold Trust
GLD
$149B
$693K 0.21%
1,610
-125
JPM icon
58
JPMorgan Chase
JPM
$795B
$671K 0.2%
2,282
-87
AMGN icon
59
Amgen
AMGN
$178B
$633K 0.19%
1,800
LNG icon
60
Cheniere Energy
LNG
$47.8B
$627K 0.19%
+2,211
VLTO icon
61
Veralto
VLTO
$20.5B
$617K 0.19%
6,983
+1,700
MPWR icon
62
Monolithic Power Systems
MPWR
$75.8B
$601K 0.18%
550
QCOM icon
63
Qualcomm
QCOM
$241B
$582K 0.18%
4,519
-3,025
TJX icon
64
TJX Companies
TJX
$169B
$527K 0.16%
3,300
AMT icon
65
American Tower
AMT
$87.4B
$513K 0.15%
2,975
-14,835
ECL icon
66
Ecolab
ECL
$70.5B
$513K 0.15%
1,930
+1,535
ABT icon
67
Abbott
ABT
$153B
$501K 0.15%
4,875
-1,487
ASML icon
68
ASML
ASML
$628B
$486K 0.15%
368
-25
CRM icon
69
Salesforce
CRM
$172B
$469K 0.14%
2,515
-349
EMR icon
70
Emerson Electric
EMR
$79.3B
$445K 0.13%
+3,400
PEP icon
71
PepsiCo
PEP
$193B
$405K 0.12%
2,608
-294
LIN icon
72
Linde
LIN
$230B
$381K 0.11%
768
+193
PGR icon
73
Progressive
PGR
$112B
$360K 0.11%
1,816
GD icon
74
General Dynamics
GD
$91.7B
$343K 0.1%
1,000
VTEC icon
75
Vanguard California Tax-Exempt Bond ETF
VTEC
$2.45B
$297K 0.09%
3,000
+2,200
1 2
3
4 5