13F HOLDINGS REPORT
Knuff & Co LLC
Quarter ended Q3 2025 · Filed November 13, 2025 · Accession 0001768089-25-000007
Total Value
$345.2M
Positions
123
Other Managers
0
Confidential Omitted
No
Holdings (123)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | APPLE INC | AAPL | 156,038 | $39.7M | 11.51% |
| 2 | MICROSOFT CORP | MSFT | 59,301 | $30.7M | 8.90% |
| 3 | PROCTER AND GAMBLE CO | 742718109 | 134,071 | $20.6M | 5.97% |
| 4 | NETFLIX INC | NFLX | 16,816 | $20.2M | 5.84% |
| 5 | NOVO-NORDISK A S | NONOF | 255,024 | $14.2M | 4.10% |
| 6 | MERCADOLIBRE INC | MELI | 4,424 | $10.3M | 3.00% |
| 7 | ALPHABET INC CL C | GOOG | 40,425 | $9.8M | 2.85% |
| 8 | COSTCO WHSL CORP | 22160K105 | 10,613 | $9.8M | 2.85% |
| 9 | CATERPILLAR INC | CAT | 20,569 | $9.8M | 2.84% |
| 10 | ALIBABA GROUP HLDG LTD | BBAAY | 54,392 | $9.7M | 2.82% |
| 11 | FORTINET INC | FTNT | 104,975 | $8.8M | 2.56% |
| 12 | BERKSHIRE HATHAWAY INC CL B | BRK-A | 16,773 | $8.4M | 2.44% |
| 13 | BROADCOM INC | AVGO | 25,068 | $8.3M | 2.40% |
| 14 | NVIDIA CORPORATION | NVDA | 41,605 | $7.8M | 2.25% |
| 15 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 26,327 | $7.4M | 2.13% |
| 16 | AMAZON COM INC | AMZN | 32,692 | $7.2M | 2.08% |
| 17 | EXXON MOBIL CORP | XOM | 62,932 | $7.1M | 2.06% |
| 18 | CELSIUS HLDGS INC | CELH | 119,364 | $6.9M | 1.99% |
| 19 | EQUIFAX INC | EFX | 23,500 | $6.0M | 1.75% |
| 20 | VERTEX PHARMACEUTICALS INC | VRTX | 14,184 | $5.6M | 1.61% |
| 21 | JD.COM INC CL A | JDCMF | 147,651 | $5.2M | 1.50% |
| 22 | MONSTER BEVERAGE CORP | MNST | 72,477 | $4.9M | 1.41% |
| 23 | AMERICAN TOWER CORP | 03027X100 | 24,745 | $4.8M | 1.38% |
| 24 | THERMO FISHER SCIENTIFIC INC | TMO | 8,106 | $3.9M | 1.14% |
| 25 | BOEING CO | BA-PA | 17,881 | $3.9M | 1.12% |
| 26 | MONGODB INC CL A | MDB | 11,529 | $3.6M | 1.04% |
| 27 | HOME DEPOT INC | HD | 8,731 | $3.5M | 1.02% |
| 28 | AMERICAN EXPRESS CO | AXP | 9,844 | $3.3M | 0.95% |
| 29 | ALPHABET INC CL A | GOOG | 12,521 | $3.0M | 0.88% |
| 30 | GE AEROSPACE | 369604301 | 9,999 | $3.0M | 0.87% |
| 31 | AFLAC INC | AFL | 24,867 | $2.8M | 0.80% |
| 32 | THE TRADE DESK INC CL A | 88339J105 | 56,275 | $2.8M | 0.80% |
| 33 | NEXTERA ENERGY INC | NEE-PW | 34,005 | $2.6M | 0.74% |
| 34 | ORACLE CORP | ORCL-PD | 8,252 | $2.3M | 0.67% |
| 35 | MICROCHIP TECHNOLOGY INC. | MCHPP | 35,876 | $2.3M | 0.67% |
| 36 | CHEVRON CORP | CVX | 14,526 | $2.3M | 0.65% |
| 37 | COLGATE PALMOLIVE CO | CL | 23,805 | $1.9M | 0.55% |
| 38 | VISA INC CL A | V | 5,200 | $1.8M | 0.51% |
| 39 | ABBVIE INC | ABBV | 7,580 | $1.8M | 0.51% |
| 40 | ALBEMARLE CORP | ALB-PA | 21,000 | $1.7M | 0.49% |
| 41 | PFIZER INC | PFE | 63,859 | $1.6M | 0.47% |
| 42 | GILEAD SCIENCES INC | GILD | 14,396 | $1.6M | 0.46% |
| 43 | PULTE GROUP INC | 745867101 | 11,457 | $1.5M | 0.44% |
| 44 | DISNEY WALT CO | 254687106 | 13,057 | $1.5M | 0.43% |
| 45 | JOHNSON & JOHNSON | JNJ | 7,757 | $1.4M | 0.42% |
| 46 | WELLS FARGO CO | 949746101 | 16,692 | $1.4M | 0.41% |
| 47 | GE VERNOVA INC | GEV | 2,233 | $1.4M | 0.40% |
| 48 | COCA COLA CO | KO | 19,300 | $1.3M | 0.37% |
| 49 | QUALCOMM INC | QCOM | 7,544 | $1.3M | 0.36% |
| 50 | SCHWAB U.S. LARGE-CAP VALUE | 808524409 | 40,438 | $1.2M | 0.34% |
| 51 | VERISIGN INC | VRSN | 3,979 | $1.1M | 0.32% |
| 52 | WASTE MGMT INC | 94106L109 | 4,704 | $1.0M | 0.30% |
| 53 | DANAHER CORPORATION | 235851102 | 4,889 | $969,293 | 0.28% |
| 54 | MERCK & CO INC | MRK | 11,038 | $926,419 | 0.27% |
| 55 | UNION PAC CORP | UNP | 3,660 | $865,114 | 0.25% |
| 56 | STARBUCKS CORP | SBUX | 10,095 | $854,037 | 0.25% |
| 57 | ABBOTT LABS | ABLZF | 6,362 | $852,126 | 0.25% |
| 58 | MASTERCARD INCORPORATED CL A | MA | 1,486 | $845,252 | 0.24% |
| 59 | CUMMINS INC | CMI | 1,965 | $829,957 | 0.24% |
| 60 | JPMORGAN CHASE & CO. | VYLD | 2,369 | $747,254 | 0.22% |
| 61 | SALESFORCE INC | CRM | 2,908 | $689,196 | 0.20% |
| 62 | SPDR GOLD SHARES | GLD | 1,735 | $616,740 | 0.18% |
| 63 | VERALTO CORP | VLTO | 5,283 | $563,221 | 0.16% |
| 64 | AMGEN INC | AMGN | 1,800 | $507,960 | 0.15% |
| 65 | MONOLITHIC PWR SYS INC | 609839105 | 550 | $506,352 | 0.15% |
| 66 | PEPSICO INC | PEP | 3,602 | $505,865 | 0.15% |
| 67 | BRISTOL-MYERS SQUIBB CO | CELG-RI | 10,738 | $484,284 | 0.14% |
| 68 | PROGRESSIVE CORP | 743315103 | 1,816 | $448,461 | 0.13% |
| 69 | NIKE INC CL B | NKE | 5,713 | $398,367 | 0.12% |
| 70 | SERVICENOW INC | NOW | 425 | $391,119 | 0.11% |
| 71 | ISHARES CORE U.S. AGGREGATE BOND | 464287226 | 3,805 | $381,451 | 0.11% |
| 72 | GE HEALTHCARE TECHNOLOGIES INC | GEHC | 5,011 | $376,326 | 0.11% |
| 73 | DUKE ENERGY CORP | DUKB | 2,858 | $353,678 | 0.10% |
| 74 | ASML HOLDING N V | ASMLF | 363 | $351,417 | 0.10% |
| 75 | TJX COS INC | 872540109 | 2,380 | $344,005 | 0.10% |
| 76 | ZOETIS INC CL A | ZTS | 2,340 | $342,389 | 0.10% |
| 77 | GENERAL DYNAMICS CORP | GD | 1,000 | $341,000 | 0.10% |
| 78 | UBER TECHNOLOGIES INC | UBER | 3,000 | $293,910 | 0.09% |
| 79 | FORTUNE BRANDS INNOVATIONS INC | FBIN | 5,322 | $284,142 | 0.08% |
| 80 | INTERNATIONAL BUSINESS MACHS | INTR | 1,000 | $282,160 | 0.08% |
| 81 | ISHARES CORE MSCI EAFE | 46432F842 | 2,797 | $244,206 | 0.07% |
| 82 | SIRIUSXM HOLDINGS INC | 829933100 | 10,282 | $239,314 | 0.07% |
| 83 | LOWES COS INC | 548661107 | 949 | $238,493 | 0.07% |
| 84 | VANGUARD S&P 500 | 922908363 | 363 | $222,294 | 0.06% |
| 85 | WABTEC | 929740108 | 1,000 | $200,470 | 0.06% |
| 86 | ELI LILLY & CO | LLY | 262 | $199,906 | 0.06% |
| 87 | CHIPOTLE MEXICAN GRILL INC | CMG | 4,375 | $171,456 | 0.05% |
| 88 | ADOBE INC | ADBE | 400 | $141,100 | 0.04% |
| 89 | VALERO ENERGY CORP | VLO | 800 | $136,208 | 0.04% |
| 90 | LINDE PLC | LIN | 272 | $129,200 | 0.04% |
| 91 | TEXAS INSTRS INC | 882508104 | 700 | $128,611 | 0.04% |
| 92 | AUTOMATIC DATA PROCESSING INC | ADP | 413 | $121,216 | 0.04% |
| 93 | GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT | 37954Y673 | 2,500 | $119,075 | 0.03% |
| 94 | ENBRIDGE INC | ENNPF | 2,252 | $113,636 | 0.03% |
| 95 | OREILLY AUTOMOTIVE INC | 67103H107 | 1,000 | $107,810 | 0.03% |
| 96 | FIDELITY NATL INFORMATION SVCS | 31620M106 | 1,500 | $98,910 | 0.03% |
| 97 | CAPITAL ONE FINL CORP | 14040H105 | 451 | $95,874 | 0.03% |
| 98 | MONGODB INC CL A | MDB | 1,000 | $92,418 | 0.03% |
| 99 | TECHNOLOGY SELECT SECTOR SPDR FUND | 81369Y803 | 325 | $91,605 | 0.03% |
| 100 | ECOLAB INC | ECL | 313 | $85,718 | 0.02% |
| 101 | CME GROUP INC | CME | 300 | $81,057 | 0.02% |
| 102 | VANGUARD CALIFORNIA TAX-EXEMPT BOND | 922021605 | 800 | $79,816 | 0.02% |
| 103 | GRAB HOLDINGS LTD | GRABW | 12,000 | $72,240 | 0.02% |
| 104 | TRANE TECHNOLOGIES PLC | TT | 167 | $70,467 | 0.02% |
| 105 | ANALOG DEVICES INC | ADI | 275 | $67,568 | 0.02% |
| 106 | EBAY INC. | EBAY | 700 | $63,665 | 0.02% |
| 107 | ISHARES CORE S&P 500 | 464287200 | 95 | $63,584 | 0.02% |
| 108 | TRIMBLE INC | TRMB | 700 | $57,155 | 0.02% |
| 109 | META PLATFORMS INC CL A | META | 75 | $55,079 | 0.02% |
| 110 | SCHWAB CHARLES CORP | SCHW-PJ | 546 | $52,127 | 0.02% |
| 111 | PHILIP MORRIS INTL INC | 718172109 | 300 | $48,660 | 0.01% |
| 112 | CAVA GROUP INC | CAVA | 785 | $47,422 | 0.01% |
| 113 | EATON CORP PLC | ETN | 111 | $41,542 | 0.01% |
| 114 | HEALTH CARE SELECT SECTOR SPDR FUND | 81369Y209 | 290 | $40,359 | 0.01% |
| 115 | ISHARES S&P 500 VALUE | 464287408 | 175 | $36,139 | 0.01% |
| 116 | HONEYWELL INTL INC | 438516106 | 162 | $34,101 | 0.01% |
| 117 | INTERCONTINENTAL EXCHANGE INC | 45866F104 | 200 | $33,696 | 0.01% |
| 118 | STATE STREET SPDR MSCI USA STRATEGICFACTORS | 78468R812 | 188 | $32,186 | 0.01% |
| 119 | SPOTIFY TECHNOLOGY S A | SPOT | 43 | $30,014 | 0.01% |
| 120 | STRYKER CORPORATION | SYK | 80 | $29,574 | 0.01% |
| 121 | ARISTA NETWORKS INC | ANET | 200 | $29,142 | 0.01% |
| 122 | VANGUARD FTSE DEVELOPED MARKETS | 921943858 | 478 | $28,642 | 0.01% |
| 123 | XYLEM INC | XYL | 180 | $26,550 | 0.01% |