Knuff & CO LLC Portfolio Holdings
Knuff & CO LLC
- $325 Million
- Q4 2024
Knuff & CO LLC has filed its 13F form on February 07, 2025 for Q4 2024 where it was disclosed a total value porftolio of $325 Million distributed in 142 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $41.2M, Microsoft Corp with a value of $25.3M, Procter & Gamble CO with a value of $23M, Netflix Inc with a value of $15.1M, and Trade Desk, Inc. with a value of $13.9M.
Examining the 13F form we can see an increase of $1.95M in the current position value, from $323M to 325M.
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
$325 Million
Technology: $124 Million
Consumer Defensive: $42.2 Million
Consumer Cyclical: $33.7 Million
Communication Services: $28.8 Million
Industrials: $25.8 Million
Healthcare: $25.1 Million
Financial Services: $19.7 Million
Energy: $9.88 Million
Other: $16.2 Million