Knuff & Co LLC
Sector Allocation
- Technology43.4%$171.2M
- Consumer Staples11.4%$45.2M
- Industrials9.4%$37.1M
- Healthcare9.2%$36.3M
- Consumer Discretionary9.1%$36.0M
- Financials6.1%$24.2M
- Communication Services3.4%$13.3M
- Energy3.4%$13.2M
- Other2.5%$10.0M
- Utilities1.1%$4.3M
AUM History
13fpro.ai/research/fund/knuff-and-co-llc-1768089
Conviction and streaks
Stable · top 10 = 51.4%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
AAPL
$46.8MMSFT
$24.2MCAT
$21.8MPG
$18.5MTSM
$17.7MGOOG
$17.1MFTNT
$16.2MMELI
$15.9MNFLX
$13.0MNVO
$11.6MAMZN
$10.5MNVDA
$9.9MCOST
$9.8MAVGO
$8.9MXOM.R34088
$8.6MMNST
$7.9MBRK.B
$7.2MVRTX
$7.1MNOW
$6.0MCELH
$4.8M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/knuff-and-co-llc-1768089
Knuff & Co LLC 13F holdings — Q2 2026
$394.9M portfolio (+19.0% QoQ) · 142 holdings · Q2 2026 13F · top 10 are 51% of the stock portfolio
$46.8M
11.8% of stocks
+3%This quarter+11.6%Since filed10+ qtrsHeld$24.2M
6.1% of stocks
+9%This quarter+5.2%Since filed10+ qtrsHeld$21.8M
5.5% of stocks
-1%This quarter-17.4%Since filed10+ qtrsHeld$18.5M
4.7% of stocks
-4%This quarter+9.2%Since filed10+ qtrsHeldAIQuality64.6#521Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row$17.7M
4.5% of stocks
+0.4%This quarter+1.4%Since filed10+ qtrsHeld$17.1M
4.3% of stocks
+19%This quarter-11.7%Since filed10+ qtrsHeld$16.2M
4.1% of stocks
+2%This quarter+11.6%Since filed10+ qtrsHeld$15.9M
4.0% of stocks
+64%This quarter-8.5%Since filed10+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 3 qtrs in a row$13.0M
3.3% of stocks
+5%This quarter-16.2%Since filed10+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 2 qtrs in a row$11.6M
3.0% of stocks
+3%This quarter-18.0%Since filed10+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 2 qtrs in a row
All holdings — Knuff & Co LLC (Q2 2026)
142 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | AMAZON COM INC | Consumer Discretionary | $10.5M | 2.6% | 44K | +4% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | NVIDIA CORP | Technology | $9.9M | 2.5% | 50K | +23% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $9.8M | 2.5% | 10K | -0.8% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | Broadcom Inc. | Technology | $8.9M | 2.3% | 24K | -4% | 10+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | EXXON MOBIL CORP | Energy | $8.6M | 2.2% | 63K | +0.1% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | Monster Beverage Corp | Consumer Staples | $7.9M | 2.0% | 83K | +11% | 10+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | BERKSHIRE HATHAWAY INC | Financials | $7.2M | 1.8% | 14K | +0.3% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | VERTEX PHARMACEUTICALS INC / MA | Healthcare | $7.1M | 1.8% | 14K | +2% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | ServiceNow, Inc. | Technology | $6.0M | 1.5% | 60K | +48% | 10+ qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | Celsius Holdings, Inc. | Consumer Staples | $4.8M | 1.2% | 165K | +44% | 7 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | MongoDB, Inc. | Technology | $4.8M | 1.2% | 14K | -6% | 4 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | Alibaba Group Holding Ltdadr | Consumer Discretionary | $4.8M | 1.2% | 50K | -11% | 4 qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | Alphabet Inc. | Technology | $4.7M | 1.2% | 13K | -2% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | — | ISHARES FLOATING RATE BOND - ETFnote | — | $4.5M | 1.1% | 88K | New | — | — | 13F |
| 25 | BOEING CO | Industrials | $3.9M | 1.0% | 18K | -0.2% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $HIMX | Himax Technologies, Inc. | Technology | $3.8M | 1.0% | 249K | New | |||
| 27 | $GE | GENERAL ELECTRIC CO | Industrials | $3.8M | 1.0% | 10K | — | |||
| 28 | $AFL | AFLAC INC | Financials | $3.6M | 0.9% | 30K | +23% | |||
| 29 | $AXP | AMERICAN EXPRESS CO | Financials | $3.6M | 0.9% | 11K | +6% | |||
| 30 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $3.5M | 0.9% | 7,033 | -4% | |||
| 31 | $NEE | NEXTERA ENERGY INC | Utilities | $3.1M | 0.8% | 36K | +3% | |||
| 32 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $2.9M | 0.7% | 8,136 | -6% | |||
| 33 | $ALB | ALBEMARLE CORP | Materials | $2.8M | 0.7% | 21K | — | |||
| 34 | $EFX | EQUIFAX INC | Financials | $2.8M | 0.7% | 18K | -23% | |||
| 35 | $JNJ | JOHNSON & JOHNSON | Healthcare | $2.8M | 0.7% | 11K | +6% | |||
| 36 | $CVX | CHEVRON CORP | Energy | $2.7M | 0.7% | 16K | +11% | |||
| 37 | $GEV | GE Vernova Inc. | Industrials | $2.7M | 0.7% | 2,283 | — | |||
| 38 | $GILD | GILEAD SCIENCES, INC. | Healthcare | $2.2M | 0.6% | 18K | +19% | |||
| 39 | $ABBV | AbbVie Inc. | Healthcare | $2.2M | 0.6% | 8,555 | -5% | |||
| 40 | — | VANGUARD TAX-EXEMPT BOND - ETF | — | $2.1M | 0.5% | 42K | New | |||
| 41 | $CL | COLGATE PALMOLIVE CO | Consumer Staples | $2.0M | 0.5% | 22K | — | |||
| 42 | $ORCL | ORACLE CORP | Technology | $1.7M | 0.4% | 12K | — | |||
| 43 | $MRK | Merck & Co., Inc. | Healthcare | $1.7M | 0.4% | 13K | +18% | |||
| 44 | $V | VISA INC. | Financials | $1.6M | 0.4% | 4,797 | -8% | |||
| 45 | $KO | COCA COLA CO | Consumer Staples | $1.6M | 0.4% | 19K | — | |||
| 46 | $PFE | PFIZER INC | Healthcare | $1.5M | 0.4% | 64K | — | |||
| 47 | $UNP | UNION PACIFIC CORP | Industrials | $1.4M | 0.4% | 5,310 | +49% | |||
| 48 | $CMI | CUMMINS INC | Industrials | $1.4M | 0.3% | 1,965 | — | |||
| 49 | $DHR | DANAHER CORP /DE/ | Healthcare | $1.2M | 0.3% | 6,462 | +36% | |||
| 50 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $1.2M | 0.3% | 14K | — | |||
| 51 | $JPM | JPMORGAN CHASE & CO | Financials | $1.1M | 0.3% | 3,507 | +54% | |||
| 52 | — | STATE STREET MULTI-ASSET REAL RETURN - ETF | — | $1.1M | 0.3% | 32K | +371% | |||
| 53 | $MA | Mastercard Inc | Financials | $1.0M | 0.3% | 2,040 | +24% | |||
| 54 | $APH | AMPHENOL CORP /DE/ | Technology | $1.0M | 0.3% | 5,675 | +1% | |||
| 55 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $947K | 0.2% | 16K | +1% | |||
| 56 | $PANW | Palo Alto Networks Inc | Technology | $920K | 0.2% | 2,699 | +428% | |||
| 57 | $SBUX | STARBUCKS CORP | Consumer Discretionary | $877K | 0.2% | 8,580 | -20% | |||
| 58 | — | SCHWAB U.S. LARGE-CAP VALUE - ETF | — | $825K | 0.2% | 24K | -40% | |||
| 59 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $806K | 0.2% | 1,056 | +42% | |||
| 60 | $BE | Bloom Energy Corp | Technology | $774K | 0.2% | 2,557 | +196% | |||
| 61 | $QCOM | QUALCOMM INC/DE | Technology | $766K | 0.2% | 4,144 | -8% | |||
| 62 | $MPWR | MONOLITHIC POWER SYSTEMS, INC. | Technology | $759K | 0.2% | 549 | -0.2% | |||
| 63 | $LNG | Cheniere Energy, Inc. | Energy | $735K | 0.2% | 3,074 | +39% | |||
| 64 | $WM | WASTE MANAGEMENT INC | Utilities | $713K | 0.2% | 3,200 | -35% | |||
| 65 | $AMGN | AMGEN INC | Healthcare | $652K | 0.2% | 1,800 | — | |||
| 66 | $ASML | ASML HOLDING NV | Technology | $643K | 0.2% | 323 | -12% | |||
| 67 | $VLTO | Veralto Corp | Technology | $619K | 0.2% | 6,983 | — | |||
| 68 | $ETN | Eaton Corp plc | Industrials | $568K | 0.1% | 1,333 | +194% | |||
| 69 | $GLD | SPDR GOLD TRUST | Financials | $547K | 0.1% | 1,485 | -8% | |||
| 70 | $MCHP | MICROCHIP TECHNOLOGY INC | Technology | $524K | 0.1% | 5,750 | New | |||
| 71 | $EMR | EMERSON ELECTRIC CO | Industrials | $487K | 0.1% | 3,400 | — | |||
| 72 | $TXN | TEXAS INSTRUMENTS INC | Technology | $465K | 0.1% | 1,560 | +123% | |||
| 73 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $464K | 0.1% | 3,060 | -7% | |||
| 74 | $ECL | ECOLAB INC. | Materials | $447K | 0.1% | 1,605 | -17% | |||
| 75 | $LIN | LINDE PLC | Materials | $399K | 0.1% | 768 | — | |||
| 76 | $PGR | PROGRESSIVE CORP/OH/ | Financials | $397K | 0.1% | 1,816 | — | |||
| 77 | $GD | GENERAL DYNAMICS CORP | Industrials | $354K | 0.1% | 1,000 | — | |||
| 78 | $IONQ | IonQ, Inc. | Technology | $346K | 0.1% | 6,500 | +550% | |||
| 79 | $META | Meta Platforms, Inc. | Technology | $344K | 0.1% | 610 | +190% | |||
| 80 | $MPLX | MPLX LP | Energy | $310K | 0.1% | 5,500 | New | |||
| 81 | $DIS | Walt Disney Co | Communication Services | $301K | 0.1% | 3,130 | -72% | |||
| 82 | $ARES | Ares Management Corp | Financials | $293K | 0.1% | 2,635 | New | |||
| 83 | $PEP | PEPSICO INC | Consumer Staples | $285K | 0.1% | 2,108 | -19% | |||
| 84 | $COP | CONOCOPHILLIPS | Energy | $285K | 0.1% | 2,745 | New | |||
| 85 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $281K | 0.1% | 1,000 | — | |||
| 86 | — | ISHARES CORE MSCI EAFE - ETF | — | $270K | 0.1% | 2,797 | — | |||
| 87 | $WAB | WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP | Industrials | $270K | 0.1% | 1,000 | — | |||
| 88 | $PL | Planet Labs PBC | Technology | $262K | 0.1% | 7,900 | +58% | |||
| 89 | $OXY | OCCIDENTAL PETROLEUM CORP /DE/ | Energy | $259K | 0.1% | 5,325 | New | |||
| 90 | — | VANGUARD CALIFORNIA TAX-EXEMPT BOND - ETF | — | $252K | 0.1% | 2,500 | -17% | |||
| 91 | $MS | MORGAN STANLEY | Financials | $246K | 0.1% | 1,175 | New | |||
| 92 | $SCHW | SCHWAB CHARLES CORP | Financials | $240K | 0.1% | 2,600 | +271% | |||
| 93 | $CMG | CHIPOTLE MEXICAN GRILL INC | Consumer Discretionary | $232K | 0.1% | 6,830 | -5% | |||
| 94 | $LLY | ELI LILLY & Co | Healthcare | $229K | 0.1% | 191 | -14% | |||
| 95 | $UBER | Uber Technologies, Inc | Technology | $216K | 0.1% | 3,000 | — | |||
| 96 | $VLO | VALERO ENERGY CORP/TX | Energy | $208K | 0.1% | 800 | — | |||
| 97 | — | VANGUARD S&P 500 - ETF | — | $203K | 0.1% | 296 | — | |||
| 98 | $A | AGILENT TECHNOLOGIES, INC. | Healthcare | $203K | 0.1% | 1,525 | New | |||
| 99 | $AZN | ASTRAZENECA PLC | Healthcare | $199K | 0.1% | 1,050 | New | |||
| 100 | $DUK | Duke Energy CORP | Utilities | $195K | 0.1% | 1,540 | +13% | |||
| 101 | $JBL | JABIL INC | Technology | $193K | 0.1% | 500 | New | |||
| 102 | $NOC | NORTHROP GRUMMAN CORP /DE/ | Technology | $178K | 0.1% | 350 | New | |||
| 103 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $176K | 0.0% | 800 | — | |||
| 104 | $URI | UNITED RENTALS, INC. | Industrials | $170K | 0.0% | 150 | New | |||
| 105 | $SYK | STRYKER CORP | Healthcare | $164K | 0.0% | 520 | New | |||
| 106 | $NI | NISOURCE INC. | Utilities | $150K | 0.0% | 3,152 | New | |||
| 107 | — | GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT - ETF | — | $147K | 0.0% | 2,500 | — | |||
| 108 | $ENB | ENBRIDGE INC | Energy | $141K | 0.0% | 2,600 | — | |||
| 109 | $WMT | Walmart Inc. | Consumer Staples | $138K | 0.0% | 1,215 | New | |||
| 110 | — | VANGUARD FTSE DEVELOPED MARKETS - ETF | — | $137K | 0.0% | 1,919 | -8% | |||
| 111 | $AMT | AMERICAN TOWER CORP /MA/ | Real Estate | $131K | 0.0% | 800 | -73% | |||
| 112 | — | STATE STREET TECHNOLOGY SELECT SECTOR SPDR - ETF | — | $124K | 0.0% | 650 | — | |||
| 113 | $ANET | Arista Networks, Inc. | Technology | $116K | 0.0% | 685 | +242% | |||
| 114 | $AJG | Arthur J. Gallagher & Co. | Financials | $115K | 0.0% | 500 | New | |||
| 115 | $NXE | NexGen Energy Ltd. | Materials | $106K | 0.0% | 11K | — | |||
| 116 | $TT | Trane Technologies plc | Technology | $98K | 0.0% | 200 | +20% | |||
| 117 | $OKLO | Oklo Inc. | Utilities | $92K | 0.0% | 1,750 | — | |||
| 118 | — | STATE STREET SPDR PORTFOLIO S&P 500 VALUE - ETF | — | $91K | 0.0% | 1,502 | — | |||
| 119 | $HON | HONEYWELL INTERNATIONAL INC | Industrials | $84K | 0.0% | 375 | +131% | |||
| 120 | $HONA | Honeywell Aerospace Inc. | Industrials | $83K | 0.0% | 375 | New | |||
| 121 | $EBAY | EBAY INC | Consumer Discretionary | $78K | 0.0% | 700 | — | |||
| 122 | $PM | Philip Morris International Inc. | Consumer Staples | $72K | 0.0% | 400 | — | |||
| 123 | $ORLY | O REILLY AUTOMOTIVE INC | Consumer Discretionary | $69K | 0.0% | 750 | — | |||
| 124 | $CRM | Salesforce, Inc. | Technology | $69K | 0.0% | 440 | -83% | |||
| 125 | $IAU | ISHARES GOLD TRUST | Financials | $68K | 0.0% | 900 | New | |||
| 126 | $MCD | MCDONALDS CORP | Consumer Discretionary | $68K | 0.0% | 250 | New | |||
| 127 | $IVZ | Invesco Ltd. | Financials | $64K | 0.0% | 300 | — | |||
| 128 | — | FRANKLIN INTERNATIONAL CORE DIVIDEND TILT - ETF | — | $61K | 0.0% | 1,428 | — | |||
| 129 | $UUUU | ENERGY FUELS INC | Materials | $54K | 0.0% | 3,750 | — | |||
| 130 | $CP | CANADIAN PACIFIC KANSAS CITY LTD/CN | Industrials | $50K | 0.0% | 576 | — | |||
| 131 | $IVZ | Invesco Ltd. | Financials | $47K | 0.0% | 723 | — | |||
| 132 | $PSA | Public Storage | Real Estate | $46K | 0.0% | 146 | — | |||
| 133 | — | ISHARES S&P 500 VALUE - ETF | — | $40K | 0.0% | 175 | — | |||
| 134 | — | STATE STREET HEALTH CARE SELECT SECTOR SPDR - ETF | — | $40K | 0.0% | 250 | — | |||
| 135 | — | STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US - ETF | — | $39K | 0.0% | 767 | — | |||
| 136 | — | ISHARES CORE S&P 500 - ETF | — | $37K | 0.0% | 50 | — | |||
| 137 | — | XTRACKERS MSCI EAFE HIGH DIVIDEND YIELD EQUITY - ETF | — | $33K | 0.0% | 1,030 | — | |||
| 138 | $EVRG | Evergy, Inc. | Utilities | $30K | 0.0% | 350 | New | |||
| 139 | $SII | SPROTT INC. | Financials | $30K | 0.0% | 567 | — | |||
| 140 | — | XTRACKERS HARVEST CSI 300 CHINA A-SHARES - ETF | — | $30K | 0.0% | 809 | — | |||
| 141 | $INTC | INTEL CORP | Technology | $29K | 0.0% | 208 | New | |||
| 142 | — | VANGUARD MORNINGSTAR VALUE - ETF | — | $27K | 0.0% | 123 | New |
What changed in Q2 2026
Against the previous quarter's 13F: 24 new, 44 added to, 30 trimmed, 16 sold out. Share-count changes; largest moves by dollar size first.
New positions (24)
- ISHARES FLOATING RATE BOND - ETF$4.5M
first bought this quarter
$HIMXHimax Technologies, Inc.$3.8M
first bought this quarter
- VANGUARD TAX-EXEMPT BOND - ETF$2.1M
first bought this quarter
$MCHPMICROCHIP TECHNOLOGY INC$524K
first bought this quarter
$MPLXMPLX LP$310K
first bought this quarter
$ARESAres Management Corp$293K
first bought this quarter
+18 more in the Excel export
Added to (44)
now $15.9M · held 10+ qtrs, 3 adds in a row
now $17.1M · held 10+ qtrs
now $24.2M · held 10+ qtrs
now $6.0M · held 10+ qtrs, 3 adds in a row
now $9.9M · held 10+ qtrs
now $4.8M · held 7 qtrs
+38 more in the Excel export
Trimmed (30)
$EFXEQUIFAX INC-23%
now $2.8M · held 10+ qtrs, 2 trims in a row
$DISWalt Disney Co-72%
now $301K · held 10+ qtrs, 2 trims in a row
now $18.5M · held 10+ qtrs, 2 trims in a row
$BABAAlibaba Group Holding Ltd-11%
now $4.8M · held 4 qtrs, 2 trims in a row
- SCHWAB U.S. LARGE-CAP VALUE - ETF-40%
now $825K
now $8.9M · held 10+ qtrs, 2 trims in a row
+24 more in the Excel export
Holdings by quarter
Every 13F Knuff & Co LLC has filed, 30 earlier quarters. Pick one to see what it held then.
Is it too late to follow Knuff?
Q2 2026 13F filed with the SEC on Aug 10, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Knuff's top 20 holdings: 74/100 (our AI quality score, weighted by position size; 18 of the 20 are scored)
Top 10 since filing
-0.4%
Value-weighted move of the 10 largest stock positions
Turnover
4%
Last quarter; 14% over the last 4
Top 10 weight
51%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
97%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Knuff & Co LLC disclosed 142 positions worth $394.9M in its Form 13F-HR for Q2 2026, led by $AAPL (Apple Inc.) at 11.8% of the equity portfolio, followed by $MSFT and $CAT. During the quarter the fund opened 24 new positions and exited 16 and a full exit from $QXO. The portfolio is most concentrated in Technology (43.4% of disclosed assets). All figures are sourced directly from Knuff & Co LLC’s Form 13F-HR filing with the SEC under CIK 1768089.
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AI-Powered Hedge Fund Analysis: Knuff & Co LLC
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Every holding in Knuff & Co LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.