Knuff & CO LLC Portfolio Holdings

Knuff & CO LLC

  • $343 Million
  • Q3 2025

Knuff & CO LLC has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $343 Million distributed in 123 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $39.7M, Microsoft Corp with a value of $30.7M, Procter & Gamble CO with a value of $20.6M, Netflix Inc with a value of $20.2M, and Novo Nordisk A S with a value of $14.2M.

Examining the 13F form we can see an increase of $27.3M in the current position value, from $315M to 343M.

Knuff & CO LLC is based out at Foster City, CA

Below you can find more details about Knuff & CO LLC portfolio as well as his latest detailed transactions.

Portfolio value $343 Million
Technology: $119 Million
Consumer Defensive: $45.9 Million
Consumer Cyclical: $39.6 Million
Communication Services: $34.6 Million
Healthcare: $34.4 Million
Industrials: $26.6 Million
Financial Services: $20 Million
Energy: $9.6 Million
Other: $12.5 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$39.7 Million 11.6% of portfolio
156,038
Q3 2025 Added 6.35%
$3.78T
$30.7 Million 8.96% of portfolio
59,301
Q3 2025 Reduced 0.01%
$346B
$20.6 Million 6.01% of portfolio
134,071
Q3 2025 Added 0.4%
$49.1B
$20.2 Million 5.88% of portfolio
16,816
Q3 2025 Reduced 2.72%
$109B
$14.2 Million 4.13% of portfolio
255,024
Q3 2025 Added 99.36%
$103B
$10.3 Million 3.02% of portfolio
4,424
Q3 2025 Added 0.52%
$1.74T
$9.85 Million 2.87% of portfolio
40,425
Q3 2025 Added 0.94%
$404B
$9.82 Million 2.87% of portfolio
10,613
Q3 2025 Added 2.71%
$291B
$9.81 Million 2.86% of portfolio
20,569
Q2 2025 Reduced 2.37%
$418B
$9.72 Million 2.84% of portfolio
54,392
Q3 2025 New
$64.9B
$8.83 Million 2.58% of portfolio
104,975
Q3 2025 Reduced 2.73%
$662B
$8.43 Million 2.46% of portfolio
16,773
Q3 2025 Added 2.67%
$139B
$8.27 Million 2.41% of portfolio
25,068
Q3 2025 Reduced 1.56%
$465B
$7.76 Million 2.27% of portfolio
41,605
Q3 2025 Added 0.11%
$1.46T
$7.35 Million 2.15% of portfolio
26,327
Q3 2025 Reduced 0.79%
$2.39T
$7.18 Million 2.1% of portfolio
32,692
Q3 2025 Added 0.9%
$3.24B
$6.86 Million 2.0% of portfolio
119,364
Q3 2025 Added 5.36%
$25.4B
$6.03 Million 1.76% of portfolio
23,500
Q2 2025 Reduced 9.62%
$111B
$5.56 Million 1.62% of portfolio
14,184
Q3 2025 Added 1.34%
$46.1B
$5.16 Million 1.51% of portfolio
147,651
Q3 2025 Reduced 7.69%
$37.6B
$4.88 Million 1.42% of portfolio
72,477
Q3 2025 Reduced 9.59%
$84B
$4.76 Million 1.39% of portfolio
24,745
Q3 2025 Reduced 0.58%
$222B
$3.93 Million 1.15% of portfolio
8,106
Q3 2025 Added 21.55%
$114B
$3.86 Million 1.13% of portfolio
17,881
Q2 2025 Added 0.68%
$24.2B
$3.58 Million 1.04% of portfolio
11,529
Q3 2025 New
$367B
$3.54 Million 1.03% of portfolio
8,731
Q2 2025 Reduced 0.47%
$255B
$3.27 Million 0.95% of portfolio
9,844
Q1 2025 Added 0.28%
$1.65T
$3.04 Million 0.89% of portfolio
12,521
Q3 2025 Added 0.4%
$328B
$3.01 Million 0.88% of portfolio
9,999
Q2 2025 Reduced 2.44%
$18.6B
$2.76 Million 0.81% of portfolio
56,275
Q3 2025 Reduced 55.17%
$72.3B
$2.78 Million 0.81% of portfolio
24,867
Q3 2025 Reduced 1.81%
$168B
$2.57 Million 0.75% of portfolio
34,005
Q3 2025 Reduced 4.17%
$593B
$2.32 Million 0.68% of portfolio
8,252
Q3 2022 Reduced 15.81%
$29.5B
$2.3 Million 0.67% of portfolio
35,876
Q3 2025 Reduced 1.36%
$303B
$2.26 Million 0.66% of portfolio
14,526
Q3 2025 Reduced 0.43%
$65.7B
$1.9 Million 0.56% of portfolio
23,805
Q1 2024 Added 14.42%
$533B
$1.78 Million 0.52% of portfolio
5,200
Q2 2025 Reduced 8.13%
$414B
$1.76 Million 0.51% of portfolio
7,580
Q2 2025 Reduced 3.98%
$13.5B
$1.7 Million 0.5% of portfolio
21,000
Q2 2025 Reduced 23.86%
$141B
$1.63 Million 0.47% of portfolio
63,859
Q3 2025 Reduced 0.11%
$156B
$1.6 Million 0.47% of portfolio
14,396
Q3 2025 Added 16.45%
$193B
$1.5 Million 0.44% of portfolio
13,057
Q2 2025 Reduced 7.32%
$27B
$1.51 Million 0.44% of portfolio
11,457
Q3 2025 Added 109.64%
$522B
$1.44 Million 0.42% of portfolio
7,757
Q3 2025 Reduced 2.51%
$317B
$1.4 Million 0.41% of portfolio
16,692
Q2 2024 Reduced 3.54%
$187B
$1.26 Million 0.37% of portfolio
7,544
Q3 2025 Reduced 5.04%
$306B
$1.28 Million 0.37% of portfolio
19,300
Q1 2025 Reduced 0.34%
$0
$1.18 Million 0.34% of portfolio
40,438
Q3 2025 Reduced 0.49%
$26.8B
$1.11 Million 0.32% of portfolio
3,979
Q3 2025 Added 23.27%

Summary

  • Portfolio
  • No. of Stocks 123
  • Current Value $343 Million
  • Prior Value $315 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 13, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 8 stocks
  • Additional Purchases 29 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 34 stocks
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