StockDriftsStockDriftsTop 50 Knuff & Co LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 12.04% | 157.5K | $40.0M | -0.85%(-1.35K) | $76.49(+303.48%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 6.68% | 59.9K | $22.2M | +0.43%(+256) | $188.20(+107.49%) | 2026-03-31 | |
| PG | PROCTER & GAMBLE CO | 5.7% | 131.0K | $18.9M | -1.81%(-2.42K) | $88.45(+71.19%) | 2026-03-31 | |
| NFLX | NETFLIX INC. | 5.03% | 173.5K | $16.7M | +4.31%(+7.17K) | $30.23(+156.88%) | 2026-03-31 | |
| CAT | CATERPILLAR INC | 4.44% | 20.8K | $14.7M | +1.04%(+213) | $145.96(+560.12%) | 2026-03-31 | |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 3.75% | 36.9K | $12.5M | +32.93%(+9.13K) | $123.43(+251.73%) | 2026-03-31 | |
| GOOG | ALPHABET INC CL C | 3.53% | 40.8K | $11.7M | +0.81%(+328) | $64.99(+448.03%) | 2026-03-31 | |
| XOM | EXXON MOBIL CORP | 3.21% | 62.9K | $10.7M | -0.07%(-45) | $88.74(+54.48%) | 2026-03-31 | |
| COST | COSTCO WHOLESALE CORPORATION | 3.16% | 10.5K | $10.5M | -0.88%(-93) | $169.55(+461.30%) | 2026-03-31 | |
| MELI | MERCADOLIBRE INC | 2.97% | 5.7K | $9.9M | +14.59%(+726) | $1220.16(+44.52%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.96% | +32.95% |
| Top 20 Holdings Unweighted | +10.45% | +34.76% |
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