We are live on ! Find out more
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%

No holdings matched the selected filter criteria.

2 3 4 5 6

Similar funds

3F
360 Financial Wayzata, Minnesota $332M AUM 20.7% 1-Year Est. Return
JCA
Juniper Capital Advisors Houston, Texas $332M AUM 102.57% 1-Year Est. Return
EAM
EdenTree Asset Management London, United Kingdom $332M AUM 16.64% 1-Year Est. Return
MM
Monolith Management Hong Kong $332M AUM 119.52% 1-Year Est. Return
CPI
Crestview Partners IV New York $332M AUM 9.14% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $332M AUM 17.89% 1-Year Est. Return
GSCM
Greenfield Seitz Capital Management Dallas, Texas $332M AUM 38% 1-Year Est. Return
RWM
Rench Wealth Management Denton, Texas $332M AUM 25.74% 1-Year Est. Return

Knuff & Co's Q1 2026 Portfolio in Review

As of Q1 2026, Knuff & Co held 147 positions worth $332M, down 2.2% from $339M the previous quarter. Its ten largest holdings account for 51% of the portfolio.

Knuff & Co's Q1 2026 filing shows 18 new, 34 increased, 43 reduced and 13 closed positions. Its largest new stake was Amphenol: 5,600 shares worth $708K. The largest sale was American Tower, an estimated $2.67M.

By sector, the portfolio is most concentrated in Technology at 34% of assets, down from 35% a quarter earlier, followed by Consumer Staples and Industrials.

  • Knuff & Co's largest Q1 2026 buy was Amphenol: 5,600 shares worth $708K.
  • Knuff & Co added most to ServiceNow in Q1 2026, an estimated $4.09M increase.
  • Knuff & Co's biggest Q1 2026 reduction was American Tower, cutting an estimated $2.67M.
  • Knuff & Co fully exited Microchip Technology in Q1 2026, selling an estimated $2.29M.
  • Knuff & Co's ten largest holdings make up 51% of its $332M portfolio in Q1 2026.
  • Knuff & Co opened 18 new positions and closed 13 in Q1 2026.
  • Knuff & Co's portfolio value fell 2.2% quarter-over-quarter to $332M.

Based on Knuff & Co's 13F filing for Q1 2026, filed 11 May 2026.