HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 APPLE INC |
162,794 | +1,125 | $31,343 |
| AAPL | 162,794 | +1,125 | $31,343 |
| MICROSOFT CORP |
59,571 | +323 | $22,401 |
| MSFT | 59,571 | +323 | $22,401 |
| PROCTER AND GAMBLE CO |
144,668 | +20 | $21,200 |
| PG | 144,668 | +20 | $21,200 |
 THE TRADE DESK INC CL A |
$9,800 | ||
| TTD | 135,655 | +1,515 | $9,762 |
| Call | 5,000 | +5,000 | $38 |
| NETFLIX INC |
19,211 | -130 | $9,353 |
| NFLX | 19,211 | -130 | $9,353 |
| ALPHABET INC CL C |
51,710 | +2,015 | $7,287 |
| GOOG | 51,710 | +2,015 | $7,287 |
| FORTINET INC |
122,795 | +1,296 | $7,187 |
| FTNT | 122,795 | +1,296 | $7,187 |
| MERCADOLIBRE INC |
4,449 | +662 | $6,992 |
| MELI | 4,449 | +662 | $6,992 |
| COSTCO WHSL CORP |
10,585 | -141 | $6,987 |
| COST | 10,585 | -141 | $6,987 |
| EQUIFAX INC |
27,900 | -600 | $6,899 |
| EFX | 27,900 | -600 | $6,899 |
| EXXON MOBIL CORP |
67,313 | UNCH | $6,730 |
| XOM | 67,313 | UNCH | $6,730 |
| ALBEMARLE CORP |
44,644 | -3,900 | $6,450 |
| ALB | 44,644 | -3,900 | $6,450 |
| AMAZON COM INC |
41,950 | +1,244 | $6,374 |
| AMZN | 41,950 | +1,244 | $6,374 |
| CATERPILLAR INC |
21,157 | +150 | $6,255 |
| CAT | 21,157 | +150 | $6,255 |
| THERMO FISHER SCIENTIFIC INC |
11,474 | -246 | $6,090 |
| TMO | 11,474 | -246 | $6,090 |
| VERTEX PHARMACEUTICALS INC |
14,181 | -251 | $5,770 |
| VRTX | 14,181 | -251 | $5,770 |
| BERKSHIRE HATHAWAY INC CL B |
$5,359 | ||
| BRK.B | 15,025 | +332 | $5,359 |
| AMERICAN TOWER CORP |
22,502 | +123 | $4,858 |
| AMT | 22,502 | +123 | $4,858 |
| BOEING CO |
18,260 | UNCH | $4,760 |
| BA | 18,260 | UNCH | $4,760 |
| MONSTER BEVERAGE CORP |
76,320 | +2,830 | $4,397 |
| MNST | 76,320 | +2,830 | $4,397 |
| DEXCOM INC |
34,056 | -522 | $4,226 |
| DXCM | 34,056 | -522 | $4,226 |
| DEERE & CO |
8,697 | -221 | $3,478 |
| DE | 8,697 | -221 | $3,478 |
| ALIBABA GROUP HLDG |
42,361 | +5,406 | $3,283 |
| BABA | 42,361 | +5,406 | $3,283 |
| MICROCHIP TECHNOLOGY INC. |
35,432 | UNCH | $3,195 |
| MCHP | 35,432 | UNCH | $3,195 |
| SKYWORKS SOLUTIONS INC |
28,008 | +1,300 | $3,149 |
| SWKS | 28,008 | +1,300 | $3,149 |
| BROADCOM INC |
2,798 | +96 | $3,123 |
| AVGO | 2,798 | +96 | $3,123 |
| HOME DEPOT INC |
8,704 | -135 | $3,016 |
| HD | 8,704 | -135 | $3,016 |
| NEXTERA ENERGY INC |
48,173 | +2,456 | $2,926 |
| NEE | 48,173 | +2,456 | $2,926 |
| NVIDIA CORPORATION |
5,716 | +630 | $2,831 |
| NVDA | 5,716 | +630 | $2,831 |
| NIKE INC CL B |
25,347 | +400 | $2,752 |
| NKE | 25,347 | +400 | $2,752 |
| TAIWAN SEMICONDUCTOR MFG LTD |
26,102 | -504 | $2,715 |
| TSM | 26,102 | -504 | $2,715 |
| PAYPAL HLDGS INC |
44,057 | +1,660 | $2,706 |
| PYPL | 44,057 | +1,660 | $2,706 |
| QUALCOMM INC |
18,344 | +1,210 | $2,653 |
| QCOM | 18,344 | +1,210 | $2,653 |
| DISNEY WALT CO |
23,857 | -335 | $2,154 |
| DIS | 23,857 | -335 | $2,154 |
| AFLAC INC |
25,425 | -700 | $2,098 |
| AFL | 25,425 | -700 | $2,098 |
| DANAHER CORPORATION |
8,297 | +274 | $1,919 |
| DHR | 8,297 | +274 | $1,919 |
| CHEVRON CORP |
12,759 | +310 | $1,903 |
| CVX | 12,759 | +310 | $1,903 |
| ALPHABET INC CL A |
13,610 | +1,990 | $1,901 |
| GOOGL | 13,610 | +1,990 | $1,901 |
| PFIZER INC |
65,559 | -640 | $1,887 |
| PFE | 65,559 | -640 | $1,887 |
| AMERICAN EXPRESS CO |
9,650 | -250 | $1,808 |
| AXP | 9,650 | -250 | $1,808 |
| COLGATE PALMOLIVE CO |
20,805 | UNCH | $1,658 |
| CL | 20,805 | UNCH | $1,658 |
| GILEAD SCIENCES INC |
19,071 | -3,800 | $1,545 |
| GILD | 19,071 | -3,800 | $1,545 |
| GENERAL ELECTRIC CO |
11,288 | +188 | $1,441 |
| GE | 11,288 | +188 | $1,441 |
| PEPSICO INC |
8,135 | UNCH | $1,382 |
| PEP | 8,135 | UNCH | $1,382 |
| ETSY INC |
16,696 | +7,648 | $1,353 |
| ETSY | 16,696 | +7,648 | $1,353 |
| MERCK & CO INC |
12,270 | +200 | $1,338 |
| MRK | 12,270 | +200 | $1,338 |
| COCA COLA CO |
21,740 | UNCH | $1,281 |
| KO | 21,740 | UNCH | $1,281 |
| ABBVIE INC |
8,025 | UNCH | $1,244 |
| ABBV | 8,025 | UNCH | $1,244 |
| JOHNSON & JOHNSON |
7,490 | -1,959 | $1,174 |
| JNJ | 7,490 | -1,959 | $1,174 |
| INTEL CORP |
22,643 | -1,500 | $1,138 |
| INTC | 22,643 | -1,500 | $1,138 |
See Full List: All Stocks Held By Knuff & Co LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Knuff & Co LLC
|
Size ($ in 1000's)
At 12/31/2023: $274,366 At 09/30/2023: $250,853 Knuff & Co LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Knuff & Co LLC 13F filings. Link to 13F filings: SEC filings |
