Knuff & Co LLC Portfolio Holdings
Q3 2025•122 long positions•$345.1M portfolio value
We use cookies for analytics. See our Privacy and Cookie Policy.
Choose which columns to filter the table by
Choose which columns to display in the table
Holding129 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Consumer Electronics Technology | $39.7M 11.51% | +$2.4M Bought | 0.001% 156.0K shares | 146.7K → 156.0K +$2.4M | +6.35% | $3.78T Mega Cap | Q4 2018 Held for 6y 11m | |
Software - Infrastructure Technology | $30.7M 8.9% | -$4.1K Sold | 0.001% 59.3K shares | 59.3K → 59.3K −$4.1K | -0.01% | $3.85T Mega Cap | Q4 2018 Held for 6y 11m | |
Household & Personal Products Consumer Defensive | $20.6M 5.97% | +$81.6K Bought | 0.006% 134.1K shares | 133.5K → 134.1K +$81.6K | +0.4% | $359.62B Mega Cap | Q4 2018 Held for 6y 11m | |
Entertainment Communication Services | $20.2M 5.84% | -$563.5K Sold | 0.004% 16.8K shares | 17.3K → 16.8K −$563.5K | -2.72% | $509.45B Mega Cap | Q4 2018 Held for 6y 11m | |
Unknown Unknown | $14.2M 4.1% | +$7.1M Bought | — 255.0K shares | 127.9K → 255.0K +$7.1M | +99.36% | — — | Q1 2024 Held for 1y 8m | |
Specialty Retail Consumer Cyclical | $10.3M 3.0% | +$53.7K Bought | 0.009% 4.4K shares | 4.4K → 4.4K +$53.7K | +0.52% | $118.48B Large Cap | Q4 2018 Held for 6y 11m | |
Internet Content & Information Communication Services | $9.8M 2.85% | +$91.3K Bought | 0.0% 40.4K shares | 40.1K → 40.4K +$91.3K | +0.94% | $2.95T Mega Cap | Q4 2018 Held for 6y 11m | |
Discount Stores Consumer Defensive | $9.8M 2.85% | +$259.2K Bought | 0.002% 10.6K shares | 10.3K → 10.6K +$259.2K | +2.71% | $410.27B Mega Cap | Q4 2018 Held for 6y 11m | |
Agricultural - Machinery Industrials | $9.8M 2.84% | — | 0.004% 20.6K shares | — | — | $223.53B Mega Cap | Q4 2018 Held for 6y 11m | |
Unknown Unknown | $9.7M 2.82% | +$9.7M Bought | — 54.4K shares | — | — | — — | Q1 2023 Held for 2y 8m | |
Software - Infrastructure Technology | $8.8M 2.56% | -$248.0K Sold | 0.014% 105.0K shares | 107.9K → 105.0K −$248.0K | -2.73% | $64.4B Large Cap | Q4 2018 Held for 6y 11m | |
Insurance - Diversified Financial Services | $8.4M 2.44% | +$219.2K Bought | 0.001% 16.8K shares | 16.3K → 16.8K +$219.2K | +2.67% | $1.08T Mega Cap | Q4 2019 Held for 5y 11m | |
Semiconductors Technology | $8.3M 2.4% | -$131.3K Sold | 0.001% 25.1K shares | 25.5K → 25.1K −$131.3K | -1.56% | $1.56T Mega Cap | Q4 2018 Held for 6y 11m | |
Semiconductors Technology | $7.8M 2.25% | +$8.4K Bought | 0.0% 41.6K shares | 41.6K → 41.6K +$8.4K | +0.11% | $4.54T Mega Cap | Q1 2020 Held for 5y 8m | |
Semiconductors Technology | $7.4M 2.13% | -$58.7K Sold | — 26.3K shares | 26.5K → 26.3K −$58.7K | -0.79% | — — | Q4 2022 Held for 2y 11m | |
Specialty Retail Consumer Cyclical | $7.2M 2.08% | +$63.7K Bought | 0.0% 32.7K shares | 32.4K → 32.7K +$63.7K | +0.9% | $2.34T Mega Cap | Q4 2018 Held for 6y 11m | |
Oil & Gas Integrated Energy | $7.1M 2.06% | -$2.4K Sold | 0.001% 62.9K shares | 63.0K → 62.9K −$2.4K | -0.03% | $480.68B Mega Cap | Q4 2018 Held for 6y 11m | |
Beverages - Non-Alcoholic Consumer Defensive | $6.9M 1.99% | +$349.3K Bought | 0.046% 119.4K shares | 113.3K → 119.4K +$349.3K | +5.36% | $14.8B Large Cap | Q4 2024 Held for 11 months | |
Consulting Services Industrials | $6.0M 1.75% | — | 0.019% 23.5K shares | — | — | $31.6B Large Cap | Q4 2018 Held for 6y 11m | |
Biotechnology Healthcare | $5.6M 1.61% | +$73.6K Bought | 0.006% 14.2K shares | 14.0K → 14.2K +$73.6K | +1.34% | $100.41B Large Cap | Q4 2018 Held for 6y 11m | |
Unknown Unknown | $5.2M 1.5% | -$430.3K Sold | — 147.7K shares | 160.0K → 147.7K −$430.3K | -7.69% | — — | Q4 2024 Held for 11 months | |
Beverages - Non-Alcoholic Consumer Defensive | $4.9M 1.41% | -$517.3K Sold | 0.007% 72.5K shares | 80.2K → 72.5K −$517.3K | -9.59% | $65.7B Large Cap | Q4 2018 Held for 6y 11m | |
REIT - Specialty Real Estate | $4.8M 1.38% | -$27.7K Sold | 0.005% 24.7K shares | 24.9K → 24.7K −$27.7K | -0.58% | $90.1B Large Cap | Q4 2018 Held for 6y 11m | |
Medical - Diagnostics & Research Healthcare | $3.9M 1.14% | +$697.0K Bought | 0.002% 8.1K shares | 6.7K → 8.1K +$697.0K | +21.55% | $183.15B Large Cap | Q4 2018 Held for 6y 11m | |
Aerospace & Defense Industrials | $3.9M 1.12% | — | 0.002% 17.9K shares | — | — | $163.20B Large Cap | Q4 2018 Held for 6y 11m | |
Software - Infrastructure Technology | $3.6M 1.04% | +$3.6M Bought | 0.014% 11.5K shares | — | — | $25.3B Large Cap | Q3 2025 Held for 2 months | |
Home Improvement Consumer Cyclical | $3.5M 1.03% | — | 0.001% 8.7K shares | — | — | $403.32B Mega Cap | Q4 2018 Held for 6y 11m | |
Financial - Credit Services Financial Services | $3.3M 0.948% | — | 0.001% 9.8K shares | — | — | $231.14B Mega Cap | Q4 2018 Held for 6y 11m | |
Internet Content & Information Communication Services | $3.0M 0.882% | +$12.2K Bought | 0.0% 12.5K shares | 12.5K → 12.5K +$12.2K | +0.4% | $2.95T Mega Cap | Q4 2018 Held for 6y 11m | |
Aerospace & Defense Industrials | $3.0M 0.872% | — | 0.001% 10.0K shares | — | — | $319.00B Mega Cap | Q4 2018 Held for 6y 11m | |
Insurance - Life Financial Services | $2.8M 0.805% | -$51.2K Sold | 0.005% 24.9K shares | 25.3K → 24.9K −$51.2K | -1.81% | $59.7B Large Cap | Q4 2018 Held for 6y 11m | |
Software - Application Technology | $2.8M 0.799% | -$3.4M Sold | 0.012% 56.3K shares | 125.5K → 56.3K −$3.4M | -55.17% | $24.0B Large Cap | Q4 2018 Held for 6y 11m | |
Regulated Electric Utilities | $2.6M 0.744% | -$111.6K Sold | 0.002% 34.0K shares | 35.5K → 34.0K −$111.6K | -4.17% | $155.46B Large Cap | Q4 2018 Held for 6y 11m | |
Software - Infrastructure Technology | $2.3M 0.673% | — | 0.0% 8.3K shares | — | — | $801.76B Mega Cap | Q4 2018 Held for 6y 11m | |
Semiconductors Technology | $2.3M 0.668% | -$31.9K Sold | 0.007% 35.9K shares | 36.4K → 35.9K −$31.9K | -1.36% | $34.7B Large Cap | Q4 2018 Held for 6y 11m | |
Oil & Gas Integrated Energy | $2.3M 0.654% | -$9.6K Sold | 0.001% 14.5K shares | 14.6K → 14.5K −$9.6K | -0.43% | $312.88B Mega Cap | Q4 2018 Held for 6y 11m | |
Household & Personal Products Consumer Defensive | $1.9M 0.551% | — | 0.003% 23.8K shares | — | — | $64.6B Large Cap | Q4 2021 Held for 3y 11m | |
Financial - Credit Services Financial Services | $1.8M 0.514% | — | 0.0% 5.2K shares | — | — | $662.60B Mega Cap | Q4 2018 Held for 6y 11m | |
Drug Manufacturers - General Healthcare | $1.8M 0.509% | — | 0.0% 7.6K shares | — | — | $409.03B Mega Cap | Q4 2018 Held for 6y 11m | |
Chemicals - Specialty Basic Materials | $1.7M 0.493% | — | 0.018% 21.0K shares | — | — | $9.5B Mid Cap | Q2 2021 Held for 4y 5m | |
Drug Manufacturers - General Healthcare | $1.6M 0.472% | -$1.8K Sold | 0.001% 63.9K shares | 63.9K → 63.9K −$1.8K | -0.11% | $144.87B Large Cap | Q4 2018 Held for 6y 11m | |
Drug Manufacturers - General Healthcare | $1.6M 0.463% | +$225.8K Bought | 0.001% 14.4K shares | 12.4K → 14.4K +$225.8K | +16.45% | $137.73B Large Cap | Q4 2018 Held for 6y 11m | |
Residential Construction Consumer Cyclical | $1.5M 0.439% | +$791.7K Bought | 0.006% 11.5K shares | 5.5K → 11.5K +$791.7K | +109.64% | $26.1B Large Cap | Q1 2024 Held for 1y 8m | |
Entertainment Communication Services | $1.5M 0.433% | — | 0.001% 13.1K shares | — | — | $205.86B Mega Cap | Q4 2018 Held for 6y 11m | |
Drug Manufacturers - General Healthcare | $1.4M 0.417% | -$37.1K Sold | 0.0% 7.8K shares | 8.0K → 7.8K −$37.1K | -2.51% | $446.55B Mega Cap | Q4 2018 Held for 6y 11m | |
Banks - Diversified Financial Services | $1.4M 0.405% | — | 0.001% 16.7K shares | — | — | $268.51B Mega Cap | Q4 2021 Held for 3y 11m | |
Renewable Utilities Utilities | $1.4M 0.398% | — | 0.001% 2.2K shares | — | — | $167.39B Large Cap | Q2 2024 Held for 1y 5m | |
Beverages - Non-Alcoholic Consumer Defensive | $1.3M 0.371% | — | 0.0% 19.3K shares | — | — | $285.42B Mega Cap | Q4 2018 Held for 6y 11m | |
Semiconductors Technology | $1.3M 0.364% | -$66.5K Sold | 0.001% 7.5K shares | 7.9K → 7.5K −$66.5K | -5.04% | $179.50B Large Cap | Q4 2018 Held for 6y 11m | |
ETF ETF | $1.2M 0.341% | -$5.8K Sold | — 40.4K shares | 40.6K → 40.4K −$5.8K | -0.49% | — — | Q2 2024 Held for 1y 5m |
