StockDriftsStockDriftsTop 50 Knuff & Co LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 11.85% | 161.8K | $46.8M | +2.72%(+4.28K) | $81.56(+274.42%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 6.12% | 65.3K | $24.2M | +9.07%(+5.43K) | $202.98(+139.47%) | 2026-06-30 | |
| CAT | CATERPILLAR INC | 5.52% | 20.5K | $21.8M | -1.44%(-300) | $145.96(+495.68%) | 2026-06-30 | |
| PG | PROCTER & GAMBLE CO | 4.69% | 126.3K | $18.5M | -3.57%(-4.68K) | $88.45(+61.93%) | 2026-06-30 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFACTURING LTD | 4.47% | 37.0K | $17.7M | +0.38%(+140) | $124.47(+242.96%) | 2026-06-30 | |
| GOOG | ALPHABET INC CAP STK CL C | 4.34% | 48.5K | $17.1M | +18.80%(+7.67K) | $104.27(+228.60%) | 2026-06-30 | |
| FTNT | FORTINET INC | 4.11% | 105.6K | $16.2M | +1.57%(+1.63K) | $28.21(+455.81%) | 2026-06-30 | |
| MELI | MERCADOLIBRE INC | 4.02% | 9.3K | $15.9M | +63.79%(+3.64K) | $1390.80(+27.99%) | 2026-06-30 | |
| NFLX | NETFLIX INC. | 3.3% | 182.6K | $13.0M | +5.24%(+9.09K) | $32.82(+134.98%) | 2026-06-30 | |
| NVO | NOVO-NORDISK A S | 2.95% | 242.8K | $11.6M | +3.21%(+7.55K) | $62.87(-27.01%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +11.49% | +38.57% | +6.51% | +37.09% |
| Top 20 Holdings Unweighted | +12.13% | +40.97% | +5.47% | +30.54% |
Knuff & Co LLC reports $394.90M in US-listed equity holdings across 142 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (11.8%), MSFT (6.1%) and CAT (5.5%). The top 20 holdings account for 70.85% of reported assets. Its disclosed equity book has returned +38.57% on a three-year cumulative basis. Figures reflect the Q2 2026 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 Knuff & Co LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1768089). View Knuff & Co LLC’s 13F filings on SEC