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
$73.7B
$85,000 0.02% of portfolio
313
Q3 2025 Added 1.29%
$46.1B
$63,000 0.02% of portfolio
700
Q4 2023 Reduced 50.0%
$100B
$81,000 0.02% of portfolio
300
Q2 2025 Added 108.33%
$132B
$34,000 0.01% of portfolio
162
Q2 2025 Reduced 15.63%
$40.4B
$29,000 0.01% of portfolio
200
Q3 2025 New
$237B
$48,000 0.01% of portfolio
300
Q4 2024 New
$84.9B
$33,000 0.01% of portfolio
200
Q3 2025 Added 14.29%
$0
$36,000 0.01% of portfolio
175
Q3 2025 Reduced 12.5%
$140B
$41,000 0.01% of portfolio
111
Q4 2024 New
$25.7B
$26,000 0.01% of portfolio
180
Q3 2025 New
$0
$28,000 0.01% of portfolio
478
Q3 2025 Reduced 18.43%
$0
$32,000 0.01% of portfolio
188
Q2 2025 Reduced 38.36%
$0
$40,000 0.01% of portfolio
290
Q1 2025 Reduced 17.14%
$123B
$30,000 0.01% of portfolio
43
Q3 2025 Added 22.86%
$136B
$29,000 0.01% of portfolio
80
Q4 2023 New
Ge Healthcare Technologies Inc
-
$0 0.0% of portfolio
-
Q3 2025 Added 4.16%
Ge Vernova Inc
-
$0 0.0% of portfolio
-
Q4 2024 Added 8.5%
Vanguard California Tax Exempt Bond
-
$0 0.0% of portfolio
-
Q3 2025 New
Linde PLC
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 9.93%
Siriusxm Holdings Inc
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 22.59%
Veralto Corp
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 3.21%

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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