Long-term investor
Knuff & Co. LLC @knuffcollc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001768089).
Record
- Tracked since 2025-12-31 (257 days), 55 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +4.2%
- Max drawdown n/a · win rate 21% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 11.9% · long · since 2025-12-31
- MSFT · 6.1% · long · since 2025-12-31
- CAT · 5.5% · long · since 2025-12-31
- PG · 4.7% · long · since 2025-12-31
- TSM · 4.5% · long · since 2025-12-31
- GOOG · 4.3% · long · since 2025-12-31
- FTNT · 4.1% · long · since 2025-12-31
- MELI · 4.0% · long · since 2025-12-31
- NFLX · 3.3% · long · since 2025-12-31
- NVO · 2.9% · long · since 2025-12-31
- AMZN · 2.7% · long · since 2025-12-31
- NVDA · 2.5% · long · since 2025-12-31