Knuff & Co LLC

CIK 1768089 · Lihat di SEC EDGAR ↗

Nilai Portofolio
$331.9M
#4.506 dari 8.643 berdasarkan nilai 13F · top 52.1%
Posisi
134
Per tanggal
31 Maret 2026 Data per Q1 2026

Nilai portofolio QoQ: -2.2% 13F tidak mengungkapkan kas

Bobot 10 kepemilikan teratas
51,37%
Bobot 25 kepemilikan teratas
77,55%
Posisi di atas 1%
24
Jumlah posisi efektif
26,1

Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)

Perputaran Q2 2026: 6,53% Perkiraan pembelian $50.665.947 · penjualan $23.729.642

Kepemilikan median: 5,0 kuartal Dilacak Q4 2024–Q2 2026 · 63,4% masih dipegang

Posisi baru
28
Meningkat
40
Menurun
30
Tertutup
20
Di halaman ini

Rincian sektor

Technology
36,9%
Retail
11,3%
Industrials
11,1%
Healthcare
9,2%
Communication Services
9,0%
Consumer products
5,2%
Consumer Staples
3,7%
Financial Services
1,8%
Financials
1,6%
Energy
1,2%
Utilities
0,9%
Materials
0,9%
Consumer Discretionary
0,3%
Real Estate
0,0%
Communications
0,0%
Lainnya/Tidak terpetakan
6,8%

Portofolio lengkap 142 posisi

Tipe Rentetan Tren 8 kuartal
AAPL Apple Inc. - Common Stock $46.810.018 11,85% 161.771 $6.840.918 Naik ×1
MSFT Microsoft Corporation - Common Stock $24.167.843 6,12% 65.290 $2.008.479 Naik ×3
CAT Caterpillar, Inc. Common Stock $21.811.282 5,52% 20.482 $7.088.066 Turun ×1
PG Procter & Gamble Company (The) Common Stock $18.527.377 4,69% 126.346 $-398.018 Turun ×3
TSM Taiwan Semiconductor Manufacturing Company Ltd. $17.669.135 4,47% 36.998 $5.212.974 Naik ×3
GOOG Alphabet Inc. - Class C Capital Stock $17.126.258 4,34% 48.471 $5.422.083 Naik ×4
FTNT Fortinet, Inc. - Common Stock $16.223.347 4,11% 105.607 $7.726.510 Naik ×1
MELI MercadoLibre, Inc. - Common Stock $15.855.320 4,02% 9.341 $5.994.719 Naik ×4
NFLX Netflix, Inc. - Common Stock $13.037.069 3,30% 182.592 $-3.644.956 Naik ×3
NVO Novo Nordisk A/S Common Stock $11.638.681 2,95% 242.776 $2.994.015 Naik ×2
AMZN Amazon.com, Inc. - Common Stock $10.477.426 2,65% 43.960 $1.706.343 Naik ×1
NVDA NVIDIA Corporation - Common Stock $9.911.458 2,51% 49.535 $2.863.082 Naik ×1
COST Costco Wholesale Corporation - Common Stock $9.765.167 2,47% 10.439 $-720.049 Turun ×2
AVGO Broadcom Inc. - Common Stock $8.882.791 2,25% 23.515 $1.280.916 Turun ×2
Penerbit tidak dikenal (CUSIP: 30233Q108) $8.602.696 2,18% 62.922 Naik ×1
MNST Monster Beverage Corporation - Common Stock $7.938.743 2,01% 82.592 $2.571.124 Naik ×2
BRKB $7.211.621 1,83% 14.412 $326.955 Naik ×1
VRTX Vertex Pharmaceuticals Incorporated - Common Stock $7.097.278 1,80% 14.288 $854.202 Naik ×1
NOW ServiceNow, Inc. Common Stock $5.954.417 1,51% 59.976 $1.718.678 Naik ×3
CELH Celsius Holdings, Inc. - Common Stock $4.845.811 1,23% 165.499 $763.269 Naik ×1
MDB MongoDB, Inc. - Class A Common Stock $4.825.204 1,22% 14.365 $1.065.782 Turun ×1
BABA Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share $4.793.241 1,21% 49.940 $-2.249.832 Turun ×2
GOOGL Alphabet Inc. - Class A Common Stock $4.694.055 1,19% 13.135 $852.253 Turun ×1
FLOT $4.468.100 1,13% 87.524
BA Boeing Company (The) Common Stock $3.903.171 0,99% 18.031 $308.490 Turun ×1
HIMX Himax Technologies, Inc. - American depositary shares, each of which represents two ordinary shares. $3.819.210 0,97% 248.970 Naik ×1
GE GE Aerospace Common Stock $3.774.386 0,96% 10.099 $908.527
AFL AFLAC Incorporated Common Stock $3.575.773 0,91% 30.497 $847.614 Naik ×1
AXP American Express Company Common Stock $3.566.170 0,90% 10.543 $556.494 Naik ×1
TMO Thermo Fisher Scientific Inc Common Stock $3.526.065 0,89% 7.033 $-65.053 Turun ×2
NEE NextEra Energy, Inc. Common Stock $3.129.527 0,79% 35.656 $-101.304 Naik ×3
HD Home Depot, Inc. (The) Common Stock $2.869.404 0,73% 8.136 $32.728 Turun ×2
ALB Albemarle Corporation Common Stock $2.835.630 0,72% 21.000 $-934.500
EFX Equifax, Inc. Common Stock $2.793.472 0,71% 17.600 $-1.348.138 Turun ×2
JNJ Johnson & Johnson Common Stock $2.786.778 0,71% 10.973 $255.147 Naik ×3
CVX Chevron Corporation Common Stock $2.701.391 0,68% 16.297 $-345.418 Naik ×2
GEV GE Vernova Inc. Common Stock $2.682.205 0,68% 2.283 $689.374
GILD Gilead Sciences, Inc. - Common Stock $2.228.764 0,56% 17.641 $166.645 Naik ×2
ABBV AbbVie Inc. Common Stock $2.152.780 0,55% 8.555 $200.807 Turun ×1
VTEB $2.126.889 0,54% 42.050 Naik ×1
CL Colgate-Palmolive Company Common Stock $2.044.922 0,52% 22.305 $143.867
ORCL Oracle Corporation Common Stock $1.739.842 0,44% 11.872 $-6.648
MRK Merck & Company, Inc. Common Stock (new) $1.675.383 0,42% 13.038 $347.622 Naik ×1
V Visa Inc. $1.645.803 0,42% 4.797 $74.155 Turun ×1
KO Coca-Cola Company (The) Common Stock $1.568.511 0,40% 19.300 $100.746
PFE Pfizer, Inc. Common Stock $1.537.725 0,39% 63.859 $-255.436
UNP Union Pacific Corporation Common Stock $1.444.320 0,37% 5.310 $580.593 Naik ×1
CMI Cummins Inc. Common Stock $1.401.458 0,35% 1.965 $344.249
DHR Danaher Corporation Common Stock $1.230.882 0,31% 6.462 $328.007 Naik ×1
WFC Wells Fargo & Company Common Stock $1.181.091 0,30% 14.292 $43.305
JPM JP Morgan Chase & Co. Common Stock $1.147.946 0,29% 3.507 $476.673 Naik ×1
RLY $1.096.210 0,28% 31.765 $852.559 Naik ×1
MA Mastercard Incorporated Common Stock $1.047.744 0,27% 2.040 $223.805 Naik ×2
APH Amphenol Corporation Common Stock $1.000.616 0,25% 5.675 $293.056 Naik ×1
BMY Bristol-Myers Squibb Company Common Stock $947.158 0,24% 16.438 $-37.677 Naik ×3
PANW Palo Alto Networks, Inc. - Common Stock $920.413 0,23% 2.699 $838.489 Naik ×2
SBUX Starbucks Corporation - Common Stock $876.790 0,22% 8.580 $-79.135 Turun ×1
SCHV $825.007 0,21% 23.700 $-377.861 Turun ×2
CRWD CrowdStrike Holdings, Inc. - Class A Common Stock $805.876 0,20% 1.056 $515.801 Naik ×1
BE Bloom Energy Corporation Class A Common Stock $774.004 0,20% 2.557 $656.805 Naik ×1
QCOM QUALCOMM Incorporated - Common Stock $765.770 0,19% 4.144 $183.813 Turun ×2
MPWR Monolithic Power Systems, Inc. - Common Stock $758.916 0,19% 549 $157.573 Turun ×1
LNG Cheniere Energy, Inc. Common Stock $734.717 0,19% 3.074 $107.324 Naik ×1
WM Waste Management, Inc. Common Stock $713.216 0,18% 3.200 $-417.581 Turun ×2
AMGN Amgen Inc. - Common Stock $651.816 0,17% 1.800 $18.486
ASML ASML Holding N.V. - New York Registry Shares $642.589 0,16% 323 $156.524 Turun ×2
VLTO Veralto Corp Common Stock $619.252 0,16% 6.983 $1.815
ETN Eaton Corporation, PLC Ordinary Shares $568.018 0,14% 1.333 $405.993 Naik ×1
GLD $547.044 0,14% 1.485 $-145.723 Turun ×2
MCHP Microchip Technology Incorporated - Common Stock $524.400 0,13% 5.750
EMR Emerson Electric Company Common Stock $486.710 0,12% 3.400 $41.242
TXN Texas Instruments Incorporated - Common Stock $464.989 0,12% 1.560 $329.091 Naik ×1
TJX TJX Companies, Inc. (The) Common Stock $463.590 0,12% 3.060 $-63.420 Turun ×1
ECL Ecolab Inc. Common Stock $447.169 0,11% 1.605 $-66.250 Turun ×1
LIN Linde plc - Ordinary Shares $398.546 0,10% 768 $17.802
PGR Progressive Corporation (The) Common Stock $396.705 0,10% 1.816 $36.701
GD General Dynamics Corporation Common Stock $354.240 0,09% 1.000 $11.020
IONQ IonQ, Inc. Common Stock $346.190 0,09% 6.500 $317.360 Naik ×1
META Meta Platforms, Inc. - Class A Common Stock $343.607 0,09% 610 $223.460 Naik ×1
MPLX MPLX LP Common Units Representing Limited Partner Interests $309.815 0,08% 5.500 Naik ×1
DIS Walt Disney Company (The) Common Stock $301.263 0,08% 3.130 $-784.940 Turun ×2
ARES Ares Management Corporation Class A Common Stock $293.302 0,07% 2.635 Naik ×1
PEP PepsiCo, Inc. - Common Stock $285.423 0,07% 2.108 $-119.573 Turun ×4
COP ConocoPhillips Common Stock $285.370 0,07% 2.745 Naik ×1
IBM International Business Machines Corporation Common Stock $281.210 0,07% 1.000 $38.820
IEFA $270.134 0,07% 2.797 $16.922
WAB Westinghouse Air Brake Technologies Corporation Common Stock $269.600 0,07% 1.000 $19.690
PL Planet Labs PBC Class A Common Stock $261.727 0,07% 7.900 Naik ×1
OXY Occidental Petroleum Corporation Common Stock $258.635 0,07% 5.325 Naik ×1
VTEC $251.500 0,06% 2.500 $-45.740 Turun ×1
MS Morgan Stanley Common Stock $245.622 0,06% 1.175 Naik ×1
SCHW Charles Schwab Corporation (The) Common Stock $239.902 0,06% 2.600 $174.116 Naik ×2
CMG Chipotle Mexican Grill, Inc. Common Stock $232.220 0,06% 6.830 $3.188 Turun ×1
LLY Eli Lilly and Company Common Stock $229.091 0,06% 191 $25.822 Turun ×2
UBER Uber Technologies, Inc. Common Stock $216.480 0,05% 3.000 $690
VLO Valero Energy Corporation Common Stock $208.352 0,05% 800 $10.688
VOO $203.296 0,05% 296 $26.421
A Agilent Technologies, Inc. Common Stock $202.566 0,05% 1.525 Naik ×1
AZN AstraZeneca PLC - American Depositary Shares $199.101 0,05% 1.050 Naik ×1
DUK Duke Energy Corporation (Holding Company) Common Stock $194.933 0,05% 1.540 $17.116 Naik ×1

Kepemilikan dengan keyakinan

Posisi meningkat selama 3+ kuartal berturut-turut.

Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)

Sekuritas Nilai % dari portofolio Rentetan
MSFT $24.167.843 6,12% naik ×3
TSM $17.669.135 4,47% naik ×3
GOOG $17.126.258 4,34% naik ×4
MELI $15.855.320 4,02% naik ×4
NFLX $13.037.069 3,30% naik ×3
NOW $5.954.417 1,51% naik ×3
NEE $3.129.527 0,79% naik ×3
JNJ $2.786.778 0,71% naik ×3
BMY $947.158 0,24% naik ×3

Taruhan baru terbesar

Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.

Sekuritas Nilai Saham % dari portofolio
Penerbit tidak dikenal (CUSIP: 30233Q108) $8.602.696 62.922 2,18%
FLOT $4.468.100 87.524 1,13%
HIMX $3.819.210 248.970 0,97%
VTEB $2.126.889 42.050 0,54%
MCHP $524.400 5.750 0,13%
MPLX $309.815 5.500 0,08%
ARES $293.302 2.635 0,07%
COP $285.370 2.745 0,07%
PL $261.727 7.900 0,07%
OXY $258.635 5.325 0,07%
MS $245.622 1.175 0,06%
A $202.566 1.525 0,05%
AZN $199.101 1.050 0,05%
JBL $192.740 500 0,05%
NOC $178.259 350 0,05%

Penggerak teratas (QoQ)

Sekuritas Aksi Saham Δ Nilai Δ
FTNT Beli lebih banyak +2K +$7.7M
CAT Dipangkas -300 +$7.1M
AAPL Beli lebih banyak +4K +$6.8M
MELI Beli lebih banyak +4K +$6.0M
GOOG Beli lebih banyak +8K +$5.4M
TSM Beli lebih banyak +140 +$5.2M
NFLX Beli lebih banyak +9K -$3.6M
NVO Beli lebih banyak +8K +$3.0M
NVDA Beli lebih banyak +9K +$2.9M
MNST Beli lebih banyak +9K +$2.6M

Posisi yang keluar

Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan

Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.

SekuritasKuartal Saham sebelumnya Nilai sebelumnya Harga sejak keluar
XOM 30 Juni 2026 62.872 $10.666.864 22,8%
BABA 30 Juni 2025 51.176 $6.767.002 12,8%
JD 31 Des. 2025 147.651 $5.164.832 1,6%
DE 31 Maret 2025 6.845 $2.900.227 26,2%
QXO 30 Juni 2026 128.548 $2.496.402 -19,8%
MCHP 31 Maret 2026 35.876 $2.286.019 20,0%
SWKS 31 Maret 2025 25.690 $2.278.190 7,5%
GS 31 Maret 2025 2.577 $1.475.642 86,6%
PHM 30 Juni 2026 11.947 $1.405.087 -3,7%
IWR 30 Sep. 2025 13.437 $1.235.801 Tidak lagi dilacak
VRSN 31 Des. 2025 3.979 $1.112.409 14,2%
UNH 30 Juni 2025 1.441 $754.724 26,6%
MGC 31 Maret 2025 3.545 $753.880 Tidak lagi dilacak
FLOT 30 Juni 2025 10.885 $555.679 Tidak lagi dilacak
PYPL 31 Maret 2025 6.325 $539.839 -5,5%
ALGN 31 Maret 2025 2.521 $525.654 8,7%
SLB 30 Juni 2025 12.272 $512.970 58,9%
ABT 30 Juni 2026 4.875 $500.516 26,4%
SPY 30 Juni 2025 860 $481.075 Tidak lagi dilacak
DDS 31 Maret 2025 1.000 $431.740 66,5%
NKE 31 Maret 2026 6.383 $406.661 -22,5%
ETSY 31 Maret 2025 6.600 $349.074 73,8%
IJR 31 Maret 2025 3.021 $348.080 Tidak lagi dilacak
ODD 31 Maret 2025 6.824 $286.745 -70,6%
LMT 30 Sep. 2025 598 $276.958 21,0%
RHHBY 30 Sep. 2025 6.260 $255.158 Tidak lagi dilacak
GEHC 30 Juni 2026 3.511 $249.913 17,1%
ELF 31 Maret 2025 1.981 $248.715 55,3%
PAYC 31 Maret 2025 1.189 $243.710 1,4%
SIRI 31 Des. 2025 10.282 $239.314 44,4%
QQQ 30 Juni 2025 500 $234.460
AMBA 31 Maret 2026 3.020 $213.937 42,1%
TSLA 31 Maret 2025 520 $209.997 30,5%
FBIN 30 Juni 2026 5.322 $207.398 -14,5%
ACN 30 Juni 2026 1.000 $198.290 44,9%
AGG 31 Maret 2025 1.950 $188.955 Tidak lagi dilacak
MRNA 30 Juni 2025 6.140 $174.069 389,0%
ANET 31 Maret 2025 1.450 $160.269 143,6%
TTD 31 Maret 2026 4.000 $151.840 -41,2%
ADBE 31 Maret 2026 400 $139.996 11,4%
DMYQ 30 Juni 2026 5.000 $139.750 Tidak lagi dilacak
MRSH 30 Juni 2026 780 $135.291 14,1%
GBTC 31 Maret 2025 1.750 $129.535 Tidak lagi dilacak
ALGN 30 Juni 2026 752 $128.915 2,4%
JEPI 31 Maret 2025 2.094 $120.468 Tidak lagi dilacak
INTC 30 Juni 2025 4.500 $102.195 311,4%
FIS 31 Maret 2026 1.500 $99.690 -10,4%
ZTS 30 Juni 2026 840 $99.296 7,2%
SQQQPS 30 Sep. 2025 5.000 $97.850 Tidak lagi dilacak
VUG 30 Juni 2025 250 $92.705 Tidak lagi dilacak
COF 30 Juni 2026 500 $91.215 11,8%
CME 30 Juni 2026 300 $88.605 22,2%
FTCS 31 Maret 2025 1.000 $87.820
ADP 30 Juni 2026 413 $83.913 23,6%
GRAB 31 Maret 2026 16.000 $79.840 -4,8%
VIG 30 Juni 2025 400 $77.596 Tidak lagi dilacak
COHR 31 Maret 2025 800 $75.784 350,4%
ADI 31 Maret 2026 275 $74.580 17,7%
SDVY 31 Maret 2025 2.000 $71.700
IXUS 30 Juni 2025 1.005 $70.159
CCJ 31 Maret 2026 750 $68.618 -10,4%
SPXU 30 Sep. 2025 4.000 $67.200 Tidak lagi dilacak
SJM 30 Sep. 2025 677 $66.481 11,9%
IJH 30 Juni 2025 1.093 $63.777 Tidak lagi dilacak
CPAY 30 Juni 2025 160 $55.795 23,2%
TTWO 30 Juni 2025 262 $54.300 0,4%
NXDR 31 Maret 2026 25.000 $52.500 75,4%
IEMG 30 Juni 2025 902 $48.681 Tidak lagi dilacak
CAVA 31 Des. 2025 785 $47.422 24,5%
TRMB 30 Juni 2026 700 $45.661 16,1%
AGG 30 Juni 2026 450 $44.672 Tidak lagi dilacak
ACN 30 Sep. 2025 147 $43.937 -26,9%
CNI 31 Maret 2025 400 $40.604 31,8%
ROK 31 Maret 2025 141 $40.297 68,9%
FISV 30 Sep. 2025 220 $37.930 -59,1%
VTI 30 Juni 2025 135 $37.103 Tidak lagi dilacak
HON 30 Juni 2026 162 $36.617 0,8%
FUTY 30 Juni 2026 617 $36.446 Tidak lagi dilacak
SMR 31 Maret 2026 2.500 $35.425 -20,3%
ICE 31 Des. 2025 200 $33.696 -2,0%
QUS 31 Maret 2026 188 $32.747 Tidak lagi dilacak
SPOT 31 Des. 2025 43 $30.014 -7,9%
SPEM 30 Juni 2025 739 $29.094 Tidak lagi dilacak
SYK 31 Maret 2026 80 $28.118 4,2%
MRSH 30 Juni 2025 114 $27.819 -13,0%
STIP 30 Juni 2025 257 $26.592 Tidak lagi dilacak
XYL 31 Des. 2025 180 $26.550 -15,5%
SLB 30 Juni 2026 500 $25.695 15,5%
ANETXXXX 30 Juni 2026 200 $24.556 Tidak lagi dilacak
ITOT 31 Maret 2025 188 $24.181 Tidak lagi dilacak