account_balance
Investment manager · 13F filer · SEC CIK 1768089
Knuff & Co LLC
Reported value$410Mas of Sep 30, 2026
Positions141 6 new, 7 sold out
Top 10 weight51.7%AAPL alone is 13%
FiledNov 637 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc.
12.7%Trimmed −3%
MSFTMicrosoft Corp
8.0%Trimmed −3%
FTNTFortinet, Inc.
4.7%
PGProcter & Gamble Co
4.4%
GOOGAlphabet Inc.
4.2%Added +3%
TSMTaiwan Semiconductor Manufacturing Co Ltd
4.1%
CATCaterpillar Inc
4.0%
MELIMercadoLibre Inc
3.9%
NFLXNetflix Inc
2.9%Trimmed −8%
NVDANVIDIA Corp
2.8%Added +3%
AMZNAmazon.com Inc
2.7%
XOMExxonMobil Holdings Corp
2.5%
AAPLApple Inc.
12.7%Trimmed −3%
MSFTMicrosoft Corp
8.0%−3%
FTNTFortinet, Inc.
4.7%
PGProcter & Gamble Co
4.4%
GOOGAlphabet Inc.
4.2%+3%
TSMTaiwan Semiconductor Manufacturing Co Ltd
4.1%
CATCaterpillar Inc
4.0%
MELIMercadoLibre Inc
3.9%
NFLX2.9%NVDA2.8%AMZN2.7%XOM2.5%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AAPL Apple Inc. 12.7% Trimmed −3%MSFT Microsoft Corp 8.0% Trimmed −3%FTNT Fortinet, Inc. 4.7% HeldPG Procter & Gamble Co 4.4% HeldGOOG Alphabet Inc. 4.2% Added +3%TSM Taiwan Semiconductor Manufacturing Co Ltd 4.1% HeldCAT Caterpillar Inc 4.0% HeldMELI MercadoLibre Inc 3.9% HeldNFLX Netflix Inc 2.9% Trimmed −8%NVDA NVIDIA Corp 2.8% Added +3%AMZN Amazon.com Inc 2.7% HeldXOM ExxonMobil Holdings Corp 2.5% Held
What changed
Biggest moves since Jun 30, 2026
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