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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
Cap. Flow
+$9.38M
Cap. Flow %
2.83%
Top 10 Hldgs %
50.51%
Holding
147
New
18
Increased
34
Reduced
43
Closed
13

Top Buys

1
NOW icon
ServiceNow
NOW
+$4.09M
2
TSM icon
TSMC
TSM
+$3.14M
3
NVO
Novo Nordisk
NVO
+$3.01M
4
QXO
QXO Inc
QXO
+$2.85M
5
MELI icon
Mercado Libre
MELI
+$1.4M

Top Sells

1
AMT icon
American Tower
AMT
+$2.67M
2
MCHP icon
Microchip Technology
MCHP
+$2.29M
3
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$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
BE icon
101
Bloom Energy
BE
$58.8B
$117K 0.04%
+865
New +$127K
ZTS icon
102
Zoetis
ZTS
$32.2B
$99.3K 0.03%
840
– –
COF icon
103
Capital One
COF
$131B
$91.2K 0.03%
500
+49
+11% +$10.3K
CME icon
104
CME Group
CME
$89B
$88.6K 0.03%
300
– –
OKLO
105
Oklo
OKLO
$7.26B
$86.8K 0.03%
1,750
-250
-13% -$18K
XLK icon
106
State Street Technology Select Sector SPDR ETF
XLK
$116B
$86.4K 0.03%
650
– –
SPYV icon
107
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$36.2B
$85K 0.03%
+1,502
New +$87.1K
ADP icon
108
Automatic Data Processing
ADP
$103B
$83.9K 0.03%
413
– –
PANW icon
109
Palo Alto Networks
PANW
$289B
$81.9K 0.02%
511
+371
+265% +$62.3K
TT icon
110
Trane Technologies
TT
$105B
$69.6K 0.02%
167
– –
ORLY icon
111
O'Reilly Automotive
ORLY
$71.5B
$69.2K 0.02%
750
– –
UUUU icon
112
Energy Fuels
UUUU
$2.92B
$68.4K 0.02%
3,750
– –
PM icon
113
Philip Morris
PM
$296B
$66.1K 0.02%
400
+100
+33% +$17.4K
SCHW
114
Charles Schwab
SCHW
$179B
$65.8K 0.02%
700
+154
+28% +$15.1K
EBAY icon
115
eBay
EBAY
$49.2B
$63.7K 0.02%
700
– –
RSP icon
116
Invesco S&P 500 Equal Weight ETF
RSP
$97.2B
$57.6K 0.02%
300
– –
DIVI icon
117
Franklin International Core Dividend Tilt Index ETF
DIVI
$2.65B
$56.8K 0.02%
+1,428
New +$58.3K
TRMB icon
118
Trimble
TRMB
$12.5B
$45.7K 0.01%
700
– –
CP icon
119
Canadian Pacific Kansas City
CP
$82.5B
$45.3K 0.01%
+576
New +$45.5K
AGG icon
120
iShares Core US Aggregate Bond ETF
AGG
$138B
$44.7K 0.01%
450
-310
-41% -$31K
IUS icon
121
Invesco RAFI Strategic US ETF
IUS
$900M
$41.9K 0.01%
+723
New +$42.8K
PSA icon
122
Public Storage
PSA
$57B
$39.5K 0.01%
146
– –
IVE icon
123
iShares S&P 500 Value ETF
IVE
$49B
$37K 0.01%
175
– –
XLV icon
124
State Street Health Care Select Sector SPDR ETF
XLV
$41.5B
$36.7K 0.01%
250
-40
-14% -$6.17K
HON icon
125
Honeywell
HON
$71.7B
$36.6K 0.01%
162
– –
2 3 4
5
6

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