§ 13F · FUND PROFILE
Knuff & Co LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $317.6T (13F)Positions · 124Turnover · — · Q4Filed · Feb 4, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1.1T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 4, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 159K | $43.2T | 12.7% | +2% |
| 2 | MSFT | MICROSOFT CORP | 60K | $28.8T | 8.5% | +1% |
| 3 | PG | PROCTER AND GAMBLE CO | 133K | $19.1T | 5.6% | ±0% |
| 4 | NFLX | NETFLIX INC | 166K | $15.6T | 4.6% | +889% |
| 5 | GOOG | ALPHABET INC CL C | 40K | $12.7T | 3.7% | ±0% |
| 6 | CAT | CATERPILLAR INC | 21K | $11.8T | 3.5% | ±0% |
| 7 | AMZN | AMAZON COM INC | 46K | $10.6T | 3.1% | +40% |
| 8 | MELI | MERCADOLIBRE INC | 5K | $10.0T | 3.0% | +13% |
| 9 | COST | COSTCO WHSL CORP | 11K | $9.2T | 2.7% | ±0% |
| 10 | NVO | NOVO-NORDISK A S | 172K | $8.7T | 2.6% | −33% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE KNUFF SIGNAL
AC read
Knuff & Co LLC is a Other fund managing $317593.6 trillion in assets. The fund runs a portfolio of 124 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed