§ 13F · FUND PROFILE
Knuff & Co LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $345M (13F)Positions · 123Turnover · — · Q1Filed · May 11, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 11, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 157K | $40M | 12.0% | −1% |
| 2 | MSFT | MICROSOFT CORP | 60K | $22M | 6.7% | ±0% |
| 3 | PG | PROCTER & GAMBLE CO | 131K | $19M | 5.7% | −2% |
| 4 | NFLX | NETFLIX INC. | 174K | $17M | 5.0% | +4% |
| 5 | CAT | CATERPILLAR INC | 21K | $15M | 4.4% | +1% |
| 6 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | 37K | $12M | 3.8% | +33% |
| 7 | GOOG | ALPHABET INC CL C | 41K | $12M | 3.5% | +1% |
| 8 | XOM | EXXON MOBIL CORP | 63K | $11M | 3.2% | ±0% |
| 9 | COST | COSTCO WHOLESALE CORPORATION | 11K | $10M | 3.2% | −1% |
| 10 | MELI | MERCADOLIBRE INC | 6K | $10M | 3.0% | +15% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE KNUFF SIGNAL
AC read
Knuff & Co LLC is a Other fund managing $345 million in assets. The fund runs a portfolio of 123 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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