Knuff & Co LLC: 13F holdings
CIK 17680892026Q2
| Positions | 142 |
|---|---|
| Reported value | $394.9m |
| Filed | 2026-08-10 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| AAPL APPLE INC | 161,771 | $46.8m | 11.9% |
| MSFT MICROSOFT CORP | 65,290 | $24.2m | 6.1% |
| CAT CATERPILLAR INC | 20,482 | $21.8m | 5.5% |
| PG PROCTER & GAMBLE CO | 126,346 | $18.5m | 4.7% |
| TSM TAIWAN SEMICONDUCTOR MANUFACTURING LTD | 36,998 | $17.7m | 4.5% |
| GOOG ALPHABET INC CAP STK CL C | 48,471 | $17.1m | 4.3% |
| FTNT FORTINET INC | 105,607 | $16.2m | 4.1% |
| MELI MERCADOLIBRE INC | 9,341 | $15.9m | 4.0% |
| NFLX NETFLIX INC. | 182,592 | $13.0m | 3.3% |
| NVO NOVO-NORDISK A S | 242,776 | $11.6m | 2.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1768089")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.