Institutional Fund
Knuff & Co LLC
Foster City, CACIK 17680895 filings on record
Portfolio Value
$331.86M
Q1 2026
Holdings
134
Reported positions
New Buys
18
Opened this quarter
QoQ Change
-2.2%
from $339.28M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Apple Inc12.0%
- Microsoft Corp6.7%
- Procter And Gamble Co5.7%
- Netflix Inc5.0%
- Caterpillar Inc4.4%
- Taiwan Semiconductor Mfg Ltd3.8%
- Other62.4%
Portfolio Holdings
134 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 157.5K | $39.97M | 12.0% | −1.4K | Reduced |
| 2 | Microsoft Corp | 59.9K | $22.16M | 6.7% | +256 | Added |
| 3 | Procter And Gamble Co | 131.0K | $18.93M | 5.7% | −2.4K | Reduced |
| 4 | Netflix Inc | 173.5K | $16.68M | 5.0% | +7.2K | Added |
| 5 | Caterpillar Inc | 20.8K | $14.72M | 4.4% | +213 | Added |
| 6 | Taiwan Semiconductor Mfg Ltd | 36.9K | $12.46M | 3.8% | +9.1K | Added |
| 7 | Alphabet Inc | 40.8K | $11.70M | 3.5% | +328 | Added |
| 8 | Exxon Mobil Corp | 62.9K | $10.67M | 3.2% | −45 | Reduced |
| 9 | Costco Whsl Corp New | 10.5K | $10.49M | 3.2% | −93 | Reduced |
| 10 | Mercadolibre Inc | 5.7K | $9.86M | 3.0% | +726 | Added |
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