13F HOLDINGS REPORT
Knuff & Co LLC
Quarter ended Q2 2025 · Filed August 13, 2025 · Accession 0001768089-25-000005
Total Value
$317.6M
Positions
124
Other Managers
0
Confidential Omitted
No
Holdings (124)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | APPLE INC | AAPL | 146,720 | $30.1M | 9.48% |
| 2 | MICROSOFT CORP | MSFT | 59,309 | $29.5M | 9.29% |
| 3 | NETFLIX INC | NFLX | 17,286 | $23.1M | 7.29% |
| 4 | PROCTER AND GAMBLE CO | 742718109 | 133,540 | $21.3M | 6.70% |
| 5 | MERCADOLIBRE INC | MELI | 4,401 | $11.5M | 3.62% |
| 6 | FORTINET INC | FTNT | 107,925 | $11.4M | 3.59% |
| 7 | COSTCO WHSL CORP | 22160K105 | 10,333 | $10.2M | 3.22% |
| 8 | THE TRADE DESK INC CL A | 88339J105 | 125,521 | $9.0M | 2.85% |
| 9 | NOVO-NORDISK A S | NONOF | 127,919 | $8.8M | 2.78% |
| 10 | CATERPILLAR INC | CAT | 20,569 | $8.0M | 2.51% |
| 11 | BERKSHIRE HATHAWAY INC CL B | BRK-A | 16,337 | $7.9M | 2.50% |
| 12 | AMAZON COM INC | AMZN | 32,402 | $7.1M | 2.24% |
| 13 | ALPHABET INC CL C | GOOG | 40,050 | $7.1M | 2.24% |
| 14 | BROADCOM INC | AVGO | 25,466 | $7.0M | 2.21% |
| 15 | EXXON MOBIL CORP | XOM | 62,953 | $6.8M | 2.14% |
| 16 | NVIDIA CORPORATION | NVDA | 41,560 | $6.6M | 2.07% |
| 17 | VERTEX PHARMACEUTICALS INC | VRTX | 13,996 | $6.2M | 1.96% |
| 18 | EQUIFAX INC | EFX | 23,500 | $6.1M | 1.92% |
| 19 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 26,537 | $6.0M | 1.89% |
| 20 | AMERICAN TOWER CORP | 03027X100 | 24,889 | $5.5M | 1.73% |
| 21 | CELSIUS HLDGS INC | CELH | 113,288 | $5.3M | 1.65% |
| 22 | JD.COM INC CL A | JDCMF | 159,951 | $5.2M | 1.64% |
| 23 | MONSTER BEVERAGE CORP | MNST | 80,162 | $5.0M | 1.58% |
| 24 | BOEING CO | BA-PA | 17,881 | $3.7M | 1.18% |
| 25 | HOME DEPOT INC | HD | 8,731 | $3.2M | 1.01% |
| 26 | AMERICAN EXPRESS CO | AXP | 9,844 | $3.1M | 0.99% |
| 27 | THERMO FISHER SCIENTIFIC INC | TMO | 6,669 | $2.7M | 0.85% |
| 28 | AFLAC INC | AFL | 25,325 | $2.7M | 0.84% |
| 29 | GE AEROSPACE COM | 369604301 | 9,999 | $2.6M | 0.81% |
| 30 | MICROCHIP TECHNOLOGY INC. | MCHPP | 36,372 | $2.6M | 0.81% |
| 31 | NEXTERA ENERGY INC | NEE-PW | 35,483 | $2.5M | 0.78% |
| 32 | ALPHABET INC CL A | GOOG | 12,471 | $2.2M | 0.69% |
| 33 | COLGATE PALMOLIVE CO | CL | 23,805 | $2.2M | 0.68% |
| 34 | CHEVRON CORP | CVX | 14,588 | $2.1M | 0.66% |
| 35 | VISA INC CL A | V | 5,200 | $1.8M | 0.58% |
| 36 | ORACLE CORP | ORCL-PD | 8,252 | $1.8M | 0.57% |
| 37 | DISNEY WALT CO | 254687106 | 13,057 | $1.6M | 0.51% |
| 38 | PFIZER INC | PFE | 63,930 | $1.5M | 0.49% |
| 39 | ABBVIE INC | ABBV | 7,580 | $1.4M | 0.44% |
| 40 | GILEAD SCIENCES INC | GILD | 12,362 | $1.4M | 0.43% |
| 41 | COCA COLA CO | KO | 19,300 | $1.4M | 0.43% |
| 42 | WELLS FARGO CO | 949746101 | 16,692 | $1.3M | 0.42% |
| 43 | ALBEMARLE CORP | ALB-PA | 21,000 | $1.3M | 0.41% |
| 44 | ABBOTT LABS | ABLZF | 9,502 | $1.3M | 0.41% |
| 45 | QUALCOMM INC | QCOM | 7,944 | $1.3M | 0.40% |
| 46 | ISHARES RUSSELL MIDCAP | 464287499 | 13,437 | $1.2M | 0.39% |
| 47 | JOHNSON & JOHNSON | JNJ | 7,957 | $1.2M | 0.38% |
| 48 | DANAHER CORPORATION | 235851102 | 6,135 | $1.2M | 0.38% |
| 49 | GE VERNOVA INC | GEV | 2,233 | $1.2M | 0.37% |
| 50 | FIDELITY NATL INFORMATION SVCS | 31620M106 | 13,900 | $1.1M | 0.36% |
| 51 | SCHWAB U.S. LARGE-CAP VALUE | 808524409 | 40,638 | $1.1M | 0.35% |
| 52 | WASTE MGMT INC | 94106L109 | 4,289 | $981,409 | 0.31% |
| 53 | VERISIGN INC | VRSN | 3,228 | $932,246 | 0.29% |
| 54 | MERCK & CO INC | MRK | 11,688 | $925,222 | 0.29% |
| 55 | STARBUCKS CORP | SBUX | 9,402 | $861,505 | 0.27% |
| 56 | UNION PAC CORP | UNP | 3,660 | $842,093 | 0.27% |
| 57 | MASTERCARD INCORPORATED CL A | MA | 1,486 | $835,043 | 0.26% |
| 58 | SALESFORCE INC | CRM | 2,910 | $793,528 | 0.25% |
| 59 | CUMMINS INC | CMI | 2,112 | $691,680 | 0.22% |
| 60 | JPMORGAN CHASE & CO. | VYLD | 2,369 | $686,797 | 0.22% |
| 61 | BRISTOL-MYERS SQUIBB CO | CELG-RI | 13,848 | $641,024 | 0.20% |
| 62 | PULTE GROUP INC | 745867101 | 5,465 | $586,885 | 0.18% |
| 63 | VERALTO CORP | VLTO | 5,283 | $533,319 | 0.17% |
| 64 | PEPSICO INC | PEP | 3,982 | $525,783 | 0.17% |
| 65 | ELI LILLY & CO | LLY | 652 | $508,254 | 0.16% |
| 66 | AMGEN INC | AMGN | 1,800 | $502,578 | 0.16% |
| 67 | PROGRESSIVE CORP | 743315103 | 1,816 | $484,618 | 0.15% |
| 68 | SPDR GOLD SHARES | GLD | 1,585 | $483,156 | 0.15% |
| 69 | SERVICENOW INC | NOW | 425 | $436,934 | 0.14% |
| 70 | MONOLITHIC PWR SYS INC | 609839105 | 515 | $376,661 | 0.12% |
| 71 | ZOETIS INC CL A | ZTS | 2,340 | $364,923 | 0.11% |
| 72 | GE HEALTHCARE TECHNOLOGIES INC | GEHC | 4,811 | $356,351 | 0.11% |
| 73 | DUKE ENERGY CORP | DUKB | 2,858 | $337,244 | 0.11% |
| 74 | SIRIUSXM HOLDINGS INC | 829933100 | 13,282 | $305,088 | 0.10% |
| 75 | NIKE INC CL B | NKE | 4,225 | $300,144 | 0.09% |
| 76 | INTERNATIONAL BUSINESS MACHS | INTR | 1,000 | $294,780 | 0.09% |
| 77 | GENERAL DYNAMICS CORP | GD | 1,000 | $291,660 | 0.09% |
| 78 | ADOBE INC | ADBE | 725 | $280,488 | 0.09% |
| 79 | UBER TECHNOLOGIES INC | UBER | 3,000 | $279,900 | 0.09% |
| 80 | LOCKHEED MARTIN CORP | LMT | 598 | $276,958 | 0.09% |
| 81 | FORTUNE BRANDS INNOVATIONS INC | FBIN | 5,322 | $273,977 | 0.09% |
| 82 | ROCHE HLDGS AG | 771195104 | 6,260 | $255,158 | 0.08% |
| 83 | CHIPOTLE MEXICAN GRILL INC | CMG | 4,375 | $245,656 | 0.08% |
| 84 | ISHARES CORE MSCI EAFE | 46432F842 | 2,797 | $233,494 | 0.07% |
| 85 | LOWES COS INC | 548661107 | 949 | $210,555 | 0.07% |
| 86 | WABTEC | 929740108 | 1,000 | $209,350 | 0.07% |
| 87 | VANGUARD S&P 500 | 922908363 | 363 | $206,195 | 0.06% |
| 88 | TJX COS INC | 872540109 | 1,544 | $190,669 | 0.06% |
| 89 | TEXAS INSTRS INC | 882508104 | 700 | $145,334 | 0.05% |
| 90 | LINDE PLC | LIN | 302 | $141,692 | 0.04% |
| 91 | AUTOMATIC DATA PROCESSING INC | ADP | 413 | $127,369 | 0.04% |
| 92 | CAPITAL ONE FINL CORP | 14040H105 | 526 | $111,912 | 0.04% |
| 93 | GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT | 37954Y673 | 2,500 | $108,950 | 0.03% |
| 94 | VALERO ENERGY CORP | VLO | 800 | $107,536 | 0.03% |
| 95 | ENBRIDGE INC | ENNPF | 2,252 | $102,061 | 0.03% |
| 96 | PROSHARES ULTRAPRO SHORT QQQ | 74347G432 | 5,000 | $97,850 | 0.03% |
| 97 | THE TRADE DESK INC CL A | 88339J105 | 5,000 | $95,935 | 0.03% |
| 98 | ECOLAB INC | ECL | 309 | $83,257 | 0.03% |
| 99 | CME GROUP INC | CME | 300 | $82,686 | 0.03% |
| 100 | TECHNOLOGY SELECT SECTOR SPDR FUND | 81369Y803 | 325 | $82,300 | 0.03% |
| 101 | TRANE TECHNOLOGIES PLC | TT | 167 | $73,047 | 0.02% |
| 102 | OREILLY AUTOMOTIVE INC | 67103H107 | 750 | $67,598 | 0.02% |
| 103 | PROSHARES ULTRAPRO SHORT S&P 500 | 74349Y845 | 4,000 | $67,200 | 0.02% |
| 104 | SMUCKER J M CO | 832696405 | 677 | $66,481 | 0.02% |
| 105 | ANALOG DEVICES INC | ADI | 275 | $65,456 | 0.02% |
| 106 | ISHARES CORE S&P 500 | 464287200 | 100 | $62,090 | 0.02% |
| 107 | PHILIP MORRIS INTL INC | 718172109 | 300 | $54,639 | 0.02% |
| 108 | TRIMBLE INC | TRMB | 700 | $53,186 | 0.02% |
| 109 | EBAY INC. | EBAY | 700 | $52,122 | 0.02% |
| 110 | SCHWAB CHARLES CORP | SCHW-PJ | 546 | $49,817 | 0.02% |
| 111 | META PLATFORMS INC CL A | META | 60 | $44,285 | 0.01% |
| 112 | ACCENTURE PLC CLASS A | ACN | 147 | $43,937 | 0.01% |
| 113 | ASML HOLDING N V | ASMLF | 50 | $40,070 | 0.01% |
| 114 | EATON CORP PLC | ETN | 111 | $39,626 | 0.01% |
| 115 | HEALTH CARE SELECT SECTOR SPDR FUND | 81369Y209 | 290 | $39,089 | 0.01% |
| 116 | ISHARES S&P 500 VALUE | 464287408 | 200 | $39,084 | 0.01% |
| 117 | FISERV INC | FISV | 220 | $37,930 | 0.01% |
| 118 | HONEYWELL INTL INC | 438516106 | 162 | $37,727 | 0.01% |
| 119 | VANGUARD FTSE DEVELOPED MARKETS | 921943858 | 586 | $33,408 | 0.01% |
| 120 | INTERCONTINENTAL EXCHANGE INC | 45866F104 | 175 | $32,107 | 0.01% |
| 121 | STRYKER CORPORATION | SYK | 80 | $31,650 | 0.01% |
| 122 | SPDR MSCI USA STRATEGICFACTORS | 78468R812 | 188 | $30,661 | 0.01% |
| 123 | SPOTIFY TECHNOLOGY S A SHS | SPOT | 35 | $26,857 | 0.01% |
| 124 | CELSIUS HLDGS INC | CELH | 2,000 | $18,212 | 0.01% |