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
$85.9B
$1.04 Million 0.3% of portfolio
4,704
Q3 2025 Added 9.68%
$160B
$969,000 0.28% of portfolio
4,889
Q3 2025 Reduced 20.31%
$235B
$926,000 0.27% of portfolio
11,038
Q3 2025 Reduced 5.56%
$97.3B
$854,000 0.25% of portfolio
10,095
Q3 2025 Added 7.37%
$136B
$865,000 0.25% of portfolio
3,660
Q2 2025 Reduced 4.79%
$512B
$845,000 0.25% of portfolio
1,486
Q2 2025 Reduced 30.46%
$228B
$852,000 0.25% of portfolio
6,362
Q3 2025 Reduced 33.05%
$65.2B
$829,000 0.24% of portfolio
1,965
Q3 2025 Reduced 6.96%
$881B
$747,000 0.22% of portfolio
2,369
Q1 2025 Added 2.33%
$237B
$689,000 0.2% of portfolio
2,908
Q3 2025 Reduced 0.07%
$130B
$616,000 0.18% of portfolio
1,735
Q3 2025 Added 9.46%
$204B
$505,000 0.15% of portfolio
3,602
Q3 2025 Reduced 9.54%
$43.2B
$506,000 0.15% of portfolio
550
Q3 2025 Added 6.8%
$183B
$507,000 0.15% of portfolio
1,800
Q2 2025 Added 4.47%
$99.5B
$484,000 0.14% of portfolio
10,738
Q3 2025 Reduced 22.46%
$132B
$448,000 0.13% of portfolio
1,816
Q4 2021 Reduced 1.63%
$0
$381,000 0.11% of portfolio
3,805
Q3 2025 New
$169B
$391,000 0.11% of portfolio
425
Q4 2021 Reduced 34.62%
$8.31B
$344,000 0.1% of portfolio
5,322
Q2 2025 Reduced 1.48%
$170B
$344,000 0.1% of portfolio
2,380
Q3 2025 Added 54.15%
$94.5B
$341,000 0.1% of portfolio
1,000
Q1 2024 New
$55.6B
$342,000 0.1% of portfolio
2,340
Q1 2024 Added 178.57%
$405B
$351,000 0.1% of portfolio
363
Q3 2025 Added 626.0%
$96.4B
$353,000 0.1% of portfolio
2,858
Q2 2025 Added 0.21%
$181B
$293,000 0.09% of portfolio
3,000
Q2 2025 Reduced 40.0%
$266B
$282,000 0.08% of portfolio
1,000
Q1 2024 New
$140B
$238,000 0.07% of portfolio
949
Q2 2025 Reduced 3.65%
$0
$244,000 0.07% of portfolio
2,797
Q2 2025 Reduced 20.72%
$971B
$199,000 0.06% of portfolio
262
Q3 2025 Reduced 59.82%
$37.1B
$200,000 0.06% of portfolio
1,000
Q1 2024 New
$0
$222,000 0.06% of portfolio
363
Q2 2025 Reduced 9.02%
$875M
$171,000 0.05% of portfolio
4,375
Q2 2025 Reduced 47.76%
$151B
$141,000 0.04% of portfolio
400
Q3 2025 Reduced 44.83%
$70.1B
$136,000 0.04% of portfolio
800
Q2 2025 New
$104B
$121,000 0.04% of portfolio
413
Q2 2020 Added 129.44%
$177B
$136,000 0.04% of portfolio
700
Q2 2025 Reduced 22.22%
$0
$91,000 0.03% of portfolio
325
Q1 2024 Reduced 27.78%
$77.2B
$95,000 0.03% of portfolio
451
Q3 2025 Reduced 14.26%
$6.2B
$107,000 0.03% of portfolio
1,000
Q3 2025 Added 33.33%
$0
$119,000 0.03% of portfolio
2,500
Q2 2025 New
$39.1B
$98,000 0.03% of portfolio
1,500
Q3 2025 Reduced 89.21%
$96.7B
$113,000 0.03% of portfolio
2,252
Q4 2024 Added 12.6%
$19.2B
$57,000 0.02% of portfolio
700
Q4 2023 Reduced 50.0%
$20.1B
$72,000 0.02% of portfolio
12,000
Q3 2025 New
$118B
$67,000 0.02% of portfolio
275
Q4 2023 New
$167B
$52,000 0.02% of portfolio
546
Q1 2025 Reduced 9.9%
$96.9B
$70,000 0.02% of portfolio
167
Q4 2024 New
$0
$63,000 0.02% of portfolio
95
Q3 2025 Reduced 5.0%
$1.37T
$55,000 0.02% of portfolio
75
Q3 2025 Added 25.0%

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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