Knuff & CO LLC has filed its 13F form on May 13, 2025 for Q1 2025 where it was disclosed a total value porftolio of $295 Million distributed in 134 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $34M, Procter & Gamble CO with a value of $22.9M, Microsoft Corp with a value of $22.1M, Netflix Inc with a value of $16.1M, and Fortinet, Inc. with a value of $10.5M.
Examining the 13F form we can see an decrease of $29.8M in the current position value, from $325M to 295M.
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
$295 Million
Technology: $96.1 Million
Consumer Defensive: $42.2 Million
Healthcare: $30.9 Million
Consumer Cyclical: $30.8 Million
Communication Services: $26.1 Million
Industrials: $21.5 Million
Financial Services: $19.8 Million
Energy: $11.5 Million
Other: $16.2 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
