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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 | |
|---|---|---|---|---|---|---|
51
Bristol-Myers Squibb
BMY
$124B
| $985K | 0.3% |
16,238
+5,300
| +48% | +$309K |
|
52
Starbucks
SBUX
$124B
| $956K | 0.29% |
10,670
+225
| +2% | +$21.3K |
|
53
Danaher
DHR
$145B
| $903K | 0.27% |
4,762
-107
| -2% | -$22.8K |
|
54
Union Pacific
UNP
$178B
| $864K | 0.26% |
3,560
-100
| -3% | -$24.5K |
|
55
Mastercard
MA
$487B
| $824K | 0.25% |
1,649
+163
| +11% | +$85.8K |
|
56
Amphenol
APH
$188B
| $708K | 0.21% |
+5,600
| New | +$788K |
|
57
SPDR Gold Trust
GLD
$129B
| $693K | 0.21% |
1,610
-125
| -7% | -$56K |
|
58
JPMorgan Chase
JPM
$912B
| $671K | 0.2% |
2,282
-87
| -4% | -$26.4K |
|
59
Amgen
AMGN
$201B
| $633K | 0.19% |
1,800
| – | – |
|
60
Cheniere Energy
LNG
$54.3B
| $627K | 0.19% |
+2,211
| New | +$511K |
|
61
Veralto
VLTO
$23.1B
| $617K | 0.19% |
6,983
+1,700
| +32% | +$162K |
|
62
Monolithic Power Systems
MPWR
$64.1B
| $601K | 0.18% |
550
| – | – |
|
63
Qualcomm
QCOM
$180B
| $582K | 0.18% |
4,519
-3,025
| -40% | -$442K |
|
64
TJX Companies
TJX
$171B
| $527K | 0.16% |
3,300
| – | – |
|
|
65
American Tower
AMT
$78.7B
| $513K | 0.15% |
2,975
-14,835
| -83% | -$2.67M |
|
66
Ecolab
ECL
$77.6B
| $513K | 0.15% |
1,930
+1,535
| +389% | +$433K |
|
67
Abbott
ABT
$172B
| $501K | 0.15% |
4,875
-1,487
| -23% | -$168K |
|
68
ASML
ASML
$686B
| $486K | 0.15% |
368
-25
| -6% | -$34.3K |
|
69
Salesforce
CRM
$141B
| $469K | 0.14% |
2,515
-349
| -12% | -$72.3K |
|
70
Emerson Electric
EMR
$77.9B
| $445K | 0.13% |
+3,400
| New | +$489K |
|
71
PepsiCo
PEP
$190B
| $405K | 0.12% |
2,608
-294
| -10% | -$45.8K |
|
72
Linde
LIN
$241B
| $381K | 0.11% |
768
+193
| +34% | +$91.1K |
|
73
Progressive
PGR
$120B
| $360K | 0.11% |
1,816
| – | – |
|
74
General Dynamics
GD
$99.7B
| $343K | 0.1% |
1,000
| – | – |
|
75
Vanguard California Tax-Exempt Bond ETF
VTEC
$2.82B
| $297K | 0.09% |
3,000
+2,200
| +275% | +$221K |
|
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