StockDriftsStockDriftsTop 32 Knowledge Leaders Capital, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| APH | AMPHENOL CORP NEW | 5.64% | 35.3K | $2.4M | +72.86%(+14.87K) | — | 2024-06-30 | |
| ADI | ANALOG DEVICES INC | 4.36% | 8.0K | $1.8M | -4.89%(-414) | — | 2024-06-30 | |
| GRMN | GARMIN LTD | 4.13% | 10.7K | $1.7M | -4.91%(-552) | — | 2024-06-30 | |
| KLAC | KLA CORP | 4.07% | 2.1K | $1.7M | -4.80%(-105) | — | 2024-06-30 | |
| TT | TRANE TECHNOLOGIES PLC | 3.96% | 5.1K | $1.7M | -4.89%(-261) | — | 2024-06-30 | |
| ECL | ECOLAB INC | 3.92% | 6.9K | $1.7M | -4.89%(-357) | — | 2024-06-30 | |
| BSX | BOSTON SCIENTIFIC CORP | 3.82% | 20.9K | $1.6M | -4.91%(-1.08K) | — | 2024-06-30 | |
| LRCX | LAM RESEARCH CORP | 3.67% | 1.5K | $1.5M | -4.91%(-75) | — | 2024-06-30 | |
| ACN | ACCENTURE PLC IRELAND | 3.65% | 5.1K | $1.5M | -4.89%(-261) | — | 2024-06-30 | |
| GOOGL | ALPHABET INC | 3.63% | 8.4K | $1.5M | -4.89%(-432) | — | 2024-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Knowledge Leaders Capital, Llc reports $42.15M in US-listed equity holdings across 32 positions in its most recent 13F filing. Its largest disclosed positions are APH (5.6%), ADI (4.4%) and GRMN (4.1%). Figures reflect the Q2 2024 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Knowledge Leaders Capital, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1563223). View Knowledge Leaders Capital, Llc’s 13F filings on SEC