13F HOLDINGS REPORT
Knuff & Co LLC
Quarter ended Q4 2025 · Filed February 4, 2026 · Accession 0001768089-26-000001
Total Value
$339.3M
Positions
129
Other Managers
0
Confidential Omitted
No
Holdings (129)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | APPLE INC | AAPL | 158,841 | $43.2M | 12.73% |
| 2 | MICROSOFT CORP | MSFT | 59,607 | $28.8M | 8.50% |
| 3 | PROCTER AND GAMBLE CO | 742718109 | 133,447 | $19.1M | 5.64% |
| 4 | NETFLIX INC | NFLX | 166,326 | $15.6M | 4.60% |
| 5 | ALPHABET INC CL C | GOOG | 40,473 | $12.7M | 3.74% |
| 6 | CATERPILLAR INC | CAT | 20,569 | $11.8M | 3.47% |
| 7 | AMAZON COM INC | AMZN | 45,816 | $10.6M | 3.12% |
| 8 | MERCADOLIBRE INC | MELI | 4,977 | $10.0M | 2.95% |
| 9 | COSTCO WHSL CORP | 22160K105 | 10,616 | $9.2M | 2.70% |
| 10 | NOVO-NORDISK A S | NONOF | 171,750 | $8.7M | 2.58% |
| 11 | BROADCOM INC | AVGO | 25,123 | $8.7M | 2.56% |
| 12 | BERKSHIRE HATHAWAY INC CL B | BRK-A | 16,913 | $8.5M | 2.51% |
| 13 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 27,728 | $8.4M | 2.48% |
| 14 | FORTINET INC | FTNT | 105,300 | $8.3M | 2.46% |
| 15 | ALIBABA GROUP HLDG LTD | BBAAY | 56,800 | $8.3M | 2.45% |
| 16 | NVIDIA CORPORATION | NVDA | 41,170 | $7.7M | 2.26% |
| 17 | EXXON MOBIL CORP | XOM | 62,917 | $7.6M | 2.23% |
| 18 | VERTEX PHARMACEUTICALS INC | VRTX | 14,197 | $6.4M | 1.90% |
| 19 | MONGODB INC CL A | MDB | 14,171 | $5.9M | 1.75% |
| 20 | CELSIUS HLDGS INC | CELH | 127,881 | $5.8M | 1.72% |
| 21 | MONSTER BEVERAGE CORP | MNST | 72,477 | $5.6M | 1.64% |
| 22 | EQUIFAX INC | EFX | 23,500 | $5.1M | 1.50% |
| 23 | THERMO FISHER SCIENTIFIC INC | TMO | 8,138 | $4.7M | 1.39% |
| 24 | ALPHABET INC CL A | GOOG | 12,664 | $4.0M | 1.17% |
| 25 | BOEING CO | BA-PA | 18,061 | $3.9M | 1.16% |
| 26 | AMERICAN EXPRESS CO | AXP | 9,950 | $3.7M | 1.08% |
| 27 | AMERICAN TOWER CORP | 03027X100 | 17,810 | $3.1M | 0.92% |
| 28 | GE AEROSPACE | 369604301 | 10,090 | $3.1M | 0.92% |
| 29 | HOME DEPOT INC | HD | 8,740 | $3.0M | 0.89% |
| 30 | ALBEMARLE CORP | ALB-PA | 21,000 | $3.0M | 0.88% |
| 31 | NEXTERA ENERGY INC | NEE-PW | 34,485 | $2.8M | 0.82% |
| 32 | AFLAC INC | AFL | 24,867 | $2.7M | 0.81% |
| 33 | MICROCHIP TECHNOLOGY INC. | MCHPP | 35,876 | $2.3M | 0.67% |
| 34 | CHEVRON CORP | CVX | 14,526 | $2.2M | 0.65% |
| 35 | VISA INC CL A | V | 5,200 | $1.8M | 0.54% |
| 36 | GILEAD SCIENCES INC | GILD | 14,396 | $1.8M | 0.52% |
| 37 | COLGATE PALMOLIVE CO | CL | 22,305 | $1.8M | 0.52% |
| 38 | ABBVIE INC | ABBV | 7,575 | $1.7M | 0.51% |
| 39 | JOHNSON & JOHNSON | JNJ | 8,247 | $1.7M | 0.50% |
| 40 | ORACLE CORP | ORCL-PD | 8,252 | $1.6M | 0.47% |
| 41 | PFIZER INC | PFE | 63,859 | $1.6M | 0.47% |
| 42 | PULTE GROUP INC | 745867101 | 13,330 | $1.6M | 0.46% |
| 43 | WELLS FARGO CO | 949746101 | 16,692 | $1.6M | 0.46% |
| 44 | DISNEY WALT CO | 254687106 | 13,057 | $1.5M | 0.44% |
| 45 | GE VERNOVA INC | GEV | 2,255 | $1.5M | 0.43% |
| 46 | COCA COLA CO | KO | 19,300 | $1.3M | 0.40% |
| 47 | QUALCOMM INC | QCOM | 7,544 | $1.3M | 0.38% |
| 48 | WASTE MGMT INC | 94106L109 | 5,730 | $1.3M | 0.37% |
| 49 | SCHWAB U.S. LARGE-CAP VALUE | 808524409 | 40,438 | $1.2M | 0.35% |
| 50 | MERCK & CO INC | MRK | 11,038 | $1.2M | 0.34% |
| 51 | DANAHER CORPORATION | 235851102 | 4,869 | $1.1M | 0.33% |
| 52 | CUMMINS INC | CMI | 1,965 | $1.0M | 0.30% |
| 53 | STARBUCKS CORP | SBUX | 10,445 | $879,573 | 0.26% |
| 54 | SERVICENOW INC | NOW | 5,740 | $879,311 | 0.26% |
| 55 | MASTERCARD INCORPORATED CL A | MA | 1,486 | $848,328 | 0.25% |
| 56 | UNION PAC CORP | UNP | 3,660 | $846,631 | 0.25% |
| 57 | ABBOTT LABS | ABLZF | 6,362 | $797,095 | 0.23% |
| 58 | JPMORGAN CHASE & CO. | VYLD | 2,369 | $763,339 | 0.22% |
| 59 | SALESFORCE INC | CRM | 2,864 | $758,702 | 0.22% |
| 60 | SPDR GOLD SHARES | GLD | 1,735 | $687,598 | 0.20% |
| 61 | BRISTOL-MYERS SQUIBB CO | CELG-RI | 10,938 | $589,996 | 0.17% |
| 62 | AMGEN INC | AMGN | 1,800 | $589,158 | 0.17% |
| 63 | VERALTO CORP | VLTO | 5,283 | $527,138 | 0.16% |
| 64 | TJX COS INC | 872540109 | 3,300 | $506,913 | 0.15% |
| 65 | MONOLITHIC PWR SYS INC | 609839105 | 550 | $498,498 | 0.15% |
| 66 | ASML HOLDING N V | ASMLF | 393 | $420,455 | 0.12% |
| 67 | PEPSICO INC | PEP | 2,902 | $416,495 | 0.12% |
| 68 | PROGRESSIVE CORP | 743315103 | 1,816 | $413,540 | 0.12% |
| 69 | GE HEALTHCARE TECHNOLOGIES INC | GEHC | 5,041 | $413,463 | 0.12% |
| 70 | NIKE INC CL B | NKE | 6,383 | $406,661 | 0.12% |
| 71 | GENERAL DYNAMICS CORP | GD | 1,000 | $336,660 | 0.10% |
| 72 | DUKE ENERGY CORP | DUKB | 2,858 | $334,986 | 0.10% |
| 73 | ELI LILLY & CO | LLY | 286 | $307,358 | 0.09% |
| 74 | INTERNATIONAL BUSINESS MACHS | INTR | 1,000 | $296,210 | 0.09% |
| 75 | FORTUNE BRANDS INNOVATIONS INC | FBIN | 5,322 | $266,206 | 0.08% |
| 76 | ISHARES CORE MSCI EAFE | 46432F842 | 2,797 | $250,220 | 0.07% |
| 77 | LINDE PLC | LIN | 575 | $245,174 | 0.07% |
| 78 | UBER TECHNOLOGIES INC | UBER | 3,000 | $245,130 | 0.07% |
| 79 | LOWES COS INC | 548661107 | 949 | $228,861 | 0.07% |
| 80 | VANGUARD S&P 500 | 922908363 | 363 | $227,648 | 0.07% |
| 81 | WABTEC | 929740108 | 1,003 | $214,104 | 0.06% |
| 82 | AMBARELLA INC | AMBA | 3,020 | $213,937 | 0.06% |
| 83 | CHIPOTLE MEXICAN GRILL INC | CMG | 4,405 | $162,985 | 0.05% |
| 84 | THE TRADE DESK INC CL A | 88339J105 | 4,000 | $151,840 | 0.04% |
| 85 | META PLATFORMS INC CL A | META | 225 | $148,520 | 0.04% |
| 86 | EATON CORP PLC | ETN | 456 | $145,241 | 0.04% |
| 87 | OKLO INC CL A | OKLO | 2,000 | $143,520 | 0.04% |
| 88 | ADOBE INC | ADBE | 400 | $139,996 | 0.04% |
| 89 | VALERO ENERGY CORP | VLO | 800 | $130,232 | 0.04% |
| 90 | ALIGN TECHNOLOGY INC | ALGN | 802 | $125,232 | 0.04% |
| 91 | TEXAS INSTRS INC | 882508104 | 700 | $121,443 | 0.04% |
| 92 | GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT | 37954Y673 | 2,500 | $119,475 | 0.04% |
| 93 | CAPITAL ONE FINL CORP | 14040H105 | 451 | $109,304 | 0.03% |
| 94 | ENBRIDGE INC | ENNPF | 2,252 | $107,713 | 0.03% |
| 95 | AUTOMATIC DATA PROCESSING INC | ADP | 413 | $106,236 | 0.03% |
| 96 | ZOETIS INC CL A | ZTS | 840 | $105,689 | 0.03% |
| 97 | ECOLAB INC | ECL | 395 | $103,695 | 0.03% |
| 98 | NEXGEN ENERGY LTD | NXE | 11,250 | $103,500 | 0.03% |
| 99 | FIDELITY NATL INFORMATION SVCS | 31620M106 | 1,500 | $99,690 | 0.03% |
| 100 | PLANET LABS PBC | PL-WT | 5,000 | $98,600 | 0.03% |
| 101 | STATE STREET TECHNOLOGY SELECT SECTOR SPDR | 81369Y803 | 650 | $93,581 | 0.03% |
| 102 | CME GROUP INC | CME | 300 | $81,924 | 0.02% |
| 103 | VANGUARD CALIFORNIA TAX-EXEMPT BOND | 922021605 | 800 | $80,208 | 0.02% |
| 104 | GRAB HOLDINGS LTD | GRABW | 16,000 | $79,840 | 0.02% |
| 105 | ISHARES CORE U.S. AGGREGATE BOND | 464287226 | 760 | $75,909 | 0.02% |
| 106 | QXO INC | QXO-PB | 3,925 | $75,713 | 0.02% |
| 107 | ANALOG DEVICES INC | ADI | 275 | $74,580 | 0.02% |
| 108 | CAMECO CORP | CCJ | 750 | $68,618 | 0.02% |
| 109 | OREILLY AUTOMOTIVE INC | 67103H107 | 750 | $68,408 | 0.02% |
| 110 | ISHARES CORE S&P 500 | 464287200 | 95 | $65,069 | 0.02% |
| 111 | TRANE TECHNOLOGIES PLC | TT | 167 | $64,996 | 0.02% |
| 112 | EBAY INC. | EBAY | 700 | $60,970 | 0.02% |
| 113 | INVESCO S&P 500 EQUAL WEIGHT | IVZ | 300 | $57,468 | 0.02% |
| 114 | TRIMBLE INC | TRMB | 700 | $54,845 | 0.02% |
| 115 | SCHWAB CHARLES CORP | SCHW-PJ | 546 | $54,551 | 0.02% |
| 116 | ENERGY FUELS INC | UUUU | 3,750 | $54,525 | 0.02% |
| 117 | NEXTDOOR HOLDINGS INC CL A | NXDR | 25,000 | $52,500 | 0.02% |
| 118 | PHILIP MORRIS INTL INC | 718172109 | 300 | $48,120 | 0.01% |
| 119 | STATE STREET HEALTH CARE SELECT SECTOR SPDR | 81369Y209 | 290 | $44,892 | 0.01% |
| 120 | PUBLIC STORAGE OPER CO | PSA-PS | 146 | $37,887 | 0.01% |
| 121 | ISHARES S&P 500 VALUE | 464287408 | 175 | $37,112 | 0.01% |
| 122 | NUSCALE PWR CORP CL A | NU | 2,500 | $35,425 | 0.01% |
| 123 | STATE STREET SPDR MSCI USA STRATEGICFACTORS | 78468R812 | 188 | $32,747 | 0.01% |
| 124 | HONEYWELL INTL INC | 438516106 | 162 | $31,605 | 0.01% |
| 125 | SPROTT URANIUM MINERS | SII | 567 | $31,123 | 0.01% |
| 126 | VANGUARD FTSE DEVELOPED MARKETS | 921943858 | 478 | $29,861 | 0.01% |
| 127 | STRYKER CORPORATION | SYK | 80 | $28,118 | 0.01% |
| 128 | ARISTA NETWORKS INC | ANET | 200 | $26,206 | 0.01% |
| 129 | PALO ALTO NETWORKS INC | PANW | 140 | $25,788 | 0.01% |