Knuff & CO LLC has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $315 Million distributed in 124 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $30.1M, Microsoft Corp with a value of $29.5M, Netflix Inc with a value of $23.1M, Procter & Gamble CO with a value of $21.3M, and Mercadolibre Inc with a value of $11.5M.
Examining the 13F form we can see an increase of $20.2M in the current position value, from $295M to 315M.
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
$315 Million
Technology: $111 Million
Consumer Defensive: $46 Million
Communication Services: $34.1 Million
Consumer Cyclical: $29.5 Million
Healthcare: $29 Million
Industrials: $24.3 Million
Financial Services: $19.2 Million
Energy: $9.08 Million
Other: $13.5 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
