Knuff & Co
Latest statistics and disclosures from Knuff & Co's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, MSFT, PG, NFLX, NVO, and represent 36.29% of Knuff & Co's stock portfolio.
- Added to shares of these 10 stocks: BABA (+$9.7M), NVO (+$7.1M), MDB, AAPL, PHM, TMO, AGG, ASML, COST, CELH.
- Started 8 new stock positions in BABA, VTEC, Arista Networks, GRAB, AGG, MDB, CAVA, XYL.
- Reduced shares in these 10 stocks: TTD, IWR, FIS, NFLX, MNST, JD, ABT, LLY, LMT, RHHBY.
- Sold out of its positions in FI, IWR, LMT, Proshares Ultrapro Short Qqq, SPXU, RHHBY, SJM, ACN.
- Knuff & Co was a net buyer of stock by $17M.
- Knuff & Co has $345M in assets under management (AUM), dropping by 8.64%.
- Central Index Key (CIK): 0001768089
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Portfolio Holdings for Knuff & Co
Knuff & Co holds 122 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 11.5 | $40M | +6% | 156k | 254.63 |
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| Microsoft Corporation (MSFT) | 8.9 | $31M | 59k | 517.95 |
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| Procter & Gamble Company (PG) | 6.0 | $21M | 134k | 153.65 |
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| Netflix (NFLX) | 5.8 | $20M | -2% | 17k | 1198.92 |
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| Novo-nordisk A S Adr (NVO) | 4.1 | $14M | +99% | 255k | 55.49 |
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| MercadoLibre (MELI) | 3.0 | $10M | 4.4k | 2336.94 |
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| Alphabet Inc Class C cs (GOOG) | 2.9 | $9.8M | 40k | 243.55 |
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| Costco Wholesale Corporation (COST) | 2.8 | $9.8M | +2% | 11k | 925.63 |
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| Caterpillar (CAT) | 2.8 | $9.8M | 21k | 477.15 |
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| Alibaba Group Hldg Adr (BABA) | 2.8 | $9.7M | NEW | 54k | 178.73 |
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| Fortinet (FTNT) | 2.6 | $8.8M | -2% | 105k | 84.08 |
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| Berkshire Hathaway (BRK.B) | 2.4 | $8.4M | +2% | 17k | 502.74 |
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| Broadcom (AVGO) | 2.4 | $8.3M | 25k | 329.91 |
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| NVIDIA Corporation (NVDA) | 2.2 | $7.8M | 42k | 186.58 |
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| Taiwan Semiconductor Mfg Adr (TSM) | 2.1 | $7.4M | 26k | 279.29 |
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| Amazon (AMZN) | 2.1 | $7.2M | 33k | 219.57 |
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| Exxon Mobil Corporation (XOM) | 2.1 | $7.1M | 63k | 112.75 |
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| Celsius Holdings (CELH) | 2.0 | $6.9M | +3% | 119k | 57.49 |
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| Equifax (EFX) | 1.7 | $6.0M | 24k | 256.53 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 1.6 | $5.6M | 14k | 391.64 |
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| Jd.com Inc Cl A Adr (JD) | 1.5 | $5.2M | -7% | 148k | 34.98 |
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| Monster Beverage Corp (MNST) | 1.4 | $4.9M | -9% | 73k | 67.31 |
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| American Tower Reit (AMT) | 1.4 | $4.8M | 25k | 192.32 |
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| Thermo Fisher Scientific (TMO) | 1.1 | $3.9M | +21% | 8.1k | 485.02 |
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| Mongodb Inc. Class A (MDB) | 1.1 | $3.9M | NEW | 13k | 310.38 |
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| Boeing Company (BA) | 1.1 | $3.9M | 18k | 215.83 |
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| Home Depot (HD) | 1.0 | $3.5M | 8.7k | 405.19 |
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| American Express Company (AXP) | 0.9 | $3.3M | 9.8k | 332.16 |
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| Alphabet Inc Class A cs (GOOGL) | 0.9 | $3.0M | 13k | 243.10 |
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| General Electric (GE) | 0.9 | $3.0M | 10k | 300.82 |
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| AFLAC Incorporated (AFL) | 0.8 | $2.8M | 25k | 111.70 |
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| Trade Desk (TTD) | 0.8 | $2.8M | -56% | 56k | 49.01 |
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| Nextera Energy (NEE) | 0.7 | $2.6M | -4% | 34k | 75.49 |
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| Oracle Corporation (ORCL) | 0.7 | $2.3M | 8.3k | 281.24 |
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| Microchip Technology (MCHP) | 0.7 | $2.3M | 36k | 64.22 |
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| Chevron Corporation (CVX) | 0.7 | $2.3M | 15k | 155.29 |
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| Colgate-Palmolive Company (CL) | 0.6 | $1.9M | 24k | 79.94 |
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| Visa (V) | 0.5 | $1.8M | 5.2k | 341.38 |
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| Abbvie (ABBV) | 0.5 | $1.8M | 7.6k | 231.54 |
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| Albemarle Corporation (ALB) | 0.5 | $1.7M | 21k | 81.08 |
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| Pfizer (PFE) | 0.5 | $1.6M | 64k | 25.48 |
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| Gilead Sciences (GILD) | 0.5 | $1.6M | +16% | 14k | 111.00 |
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| Pulte (PHM) | 0.4 | $1.5M | +109% | 12k | 132.13 |
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| Walt Disney Company (DIS) | 0.4 | $1.5M | 13k | 114.50 |
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| Johnson & Johnson (JNJ) | 0.4 | $1.4M | -2% | 7.8k | 185.42 |
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| Wells Fargo & Company (WFC) | 0.4 | $1.4M | 17k | 83.82 |
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| Ge Vernova (GEV) | 0.4 | $1.4M | 2.2k | 614.90 |
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| Coca-Cola Company (KO) | 0.4 | $1.3M | 19k | 66.32 |
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| Qualcomm (QCOM) | 0.4 | $1.3M | -5% | 7.5k | 166.36 |
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| Schwab U.s. Large-cap Value Etf (SCHV) | 0.3 | $1.2M | 40k | 29.11 |
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| Verisign (VRSN) | 0.3 | $1.1M | +23% | 4.0k | 279.57 |
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| Waste Management (WM) | 0.3 | $1.0M | +9% | 4.7k | 220.83 |
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| Danaher Corporation (DHR) | 0.3 | $969k | -20% | 4.9k | 198.26 |
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| Merck & Co (MRK) | 0.3 | $926k | -5% | 11k | 83.93 |
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| Union Pacific Corporation (UNP) | 0.3 | $865k | 3.7k | 236.37 |
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| Starbucks Corporation (SBUX) | 0.2 | $854k | +7% | 10k | 84.60 |
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| Abbott Laboratories (ABT) | 0.2 | $852k | -33% | 6.4k | 133.94 |
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| MasterCard Incorporated (MA) | 0.2 | $845k | 1.5k | 568.81 |
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| Cummins (CMI) | 0.2 | $830k | -6% | 2.0k | 422.37 |
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| JPMorgan Chase & Co. (JPM) | 0.2 | $747k | 2.4k | 315.43 |
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| salesforce (CRM) | 0.2 | $689k | 2.9k | 237.00 |
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| Spdr Gold Shares Etf (GLD) | 0.2 | $617k | +9% | 1.7k | 355.47 |
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| Veralto Corp (VLTO) | 0.2 | $563k | 5.3k | 106.61 |
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| Amgen (AMGN) | 0.1 | $508k | 1.8k | 282.20 |
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| Monolithic Power Systems (MPWR) | 0.1 | $506k | +6% | 550.00 | 920.64 |
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| Pepsi (PEP) | 0.1 | $506k | -9% | 3.6k | 140.44 |
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| Bristol Myers Squibb (BMY) | 0.1 | $484k | -22% | 11k | 45.10 |
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| Progressive Corporation (PGR) | 0.1 | $449k | 1.8k | 246.95 |
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| Nike (NKE) | 0.1 | $398k | +35% | 5.7k | 69.73 |
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| Servicenow (NOW) | 0.1 | $391k | 425.00 | 920.28 |
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| Ishares Core U.s. Aggregate Bond Etf (AGG) | 0.1 | $382k | NEW | 3.8k | 100.25 |
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| Ge Healthcare Technologies I (GEHC) | 0.1 | $376k | +4% | 5.0k | 75.10 |
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| Duke Energy (DUK) | 0.1 | $354k | 2.9k | 123.75 |
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| Asml Holding N V Adr (ASML) | 0.1 | $351k | +626% | 363.00 | 968.09 |
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| TJX Companies (TJX) | 0.1 | $344k | +54% | 2.4k | 144.54 |
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| Zoetis Inc Cl A (ZTS) | 0.1 | $342k | 2.3k | 146.32 |
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| General Dynamics Corporation (GD) | 0.1 | $341k | 1.0k | 341.00 |
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| Uber Technologies (UBER) | 0.1 | $294k | 3.0k | 97.97 |
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| Fortune Brands (FBIN) | 0.1 | $284k | 5.3k | 53.39 |
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| International Business Machines (IBM) | 0.1 | $282k | 1.0k | 282.16 |
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| Ishares Core Msci Eafe Etf (IEFA) | 0.1 | $244k | 2.8k | 87.31 |
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| Sirius XM Holdings (SIRI) | 0.1 | $239k | -22% | 10k | 23.27 |
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| Lowe's Companies (LOW) | 0.1 | $239k | 949.00 | 251.31 |
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| Vanguard S&p 500 Etf (VOO) | 0.1 | $222k | 363.00 | 612.38 |
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| Wabtec Corporation (WAB) | 0.1 | $201k | 1.0k | 200.47 |
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| Eli Lilly & Co. (LLY) | 0.1 | $200k | -59% | 262.00 | 763.00 |
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| Chipotle Mexican Grill (CMG) | 0.0 | $172k | 4.4k | 39.19 |
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| Adobe Systems Incorporated (ADBE) | 0.0 | $141k | -44% | 400.00 | 352.75 |
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| Valero Energy Corporation (VLO) | 0.0 | $136k | 800.00 | 170.26 |
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| Linde (LIN) | 0.0 | $129k | -9% | 272.00 | 475.00 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $129k | 700.00 | 183.73 |
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| Automatic Data Processing (ADP) | 0.0 | $121k | 413.00 | 293.50 |
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| Global X U.s. Infrastructure Development Etf (PAVE) | 0.0 | $119k | 2.5k | 47.63 |
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| Enbridge (ENB) | 0.0 | $114k | 2.3k | 50.46 |
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| O'reilly Automotive (ORLY) | 0.0 | $108k | +33% | 1.0k | 107.81 |
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| Fidelity National Information Services (FIS) | 0.0 | $99k | -89% | 1.5k | 65.94 |
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| Capital One Financial (COF) | 0.0 | $96k | -14% | 451.00 | 212.58 |
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| Technology Select Sector Spdr Fund Etf (XLK) | 0.0 | $92k | 325.00 | 281.86 |
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| Ecolab (ECL) | 0.0 | $86k | 313.00 | 273.86 |
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| Cme (CME) | 0.0 | $81k | 300.00 | 270.19 |
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| Vanguard California Tax-exempt Bond Etf (VTEC) | 0.0 | $80k | NEW | 800.00 | 99.77 |
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| Grab Holdings Limited Class A Ord (GRAB) | 0.0 | $72k | NEW | 12k | 6.02 |
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| Trane Technologies (TT) | 0.0 | $71k | 167.00 | 421.96 |
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| Analog Devices (ADI) | 0.0 | $68k | 275.00 | 245.70 |
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| eBay (EBAY) | 0.0 | $64k | 700.00 | 90.95 |
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| Ishares Core S&p 500 Etf (IVV) | 0.0 | $64k | -5% | 95.00 | 669.31 |
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| Trimble Navigation (TRMB) | 0.0 | $57k | 700.00 | 81.65 |
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| Facebook Inc cl a (META) | 0.0 | $55k | +25% | 75.00 | 734.39 |
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| Charles Schwab Corporation (SCHW) | 0.0 | $52k | 546.00 | 95.47 |
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| Philip Morris International (PM) | 0.0 | $49k | 300.00 | 162.20 |
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| Cava Group Ord (CAVA) | 0.0 | $47k | NEW | 785.00 | 60.41 |
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| Eaton (ETN) | 0.0 | $42k | 111.00 | 374.25 |
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| Health Care Select Sector Spdr Fund Etf (XLV) | 0.0 | $40k | 290.00 | 139.17 |
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| Ishares S&p 500 Value Etf (IVE) | 0.0 | $36k | -12% | 175.00 | 206.51 |
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| Honeywell International (HON) | 0.0 | $34k | 162.00 | 210.50 |
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| Intercontinental Exchange (ICE) | 0.0 | $34k | +14% | 200.00 | 168.48 |
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| State Street Spdr Msci Usa Strategicfactors Etf (QUS) | 0.0 | $32k | 188.00 | 171.20 |
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| Spotify Technology Sa (SPOT) | 0.0 | $30k | +22% | 43.00 | 698.00 |
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| Stryker Corporation (SYK) | 0.0 | $30k | 80.00 | 369.68 |
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| Arista Networks | 0.0 | $29k | NEW | 200.00 | 145.71 |
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| Vanguard Ftse Developed Markets Etf (VEA) | 0.0 | $29k | -18% | 478.00 | 59.92 |
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| Xylem (XYL) | 0.0 | $27k | NEW | 180.00 | 147.50 |
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Past Filings by Knuff & Co
SEC 13F filings are viewable for Knuff & Co going back to 2018
- Knuff & Co 2025 Q3 filed Nov. 13, 2025
- Knuff & Co 2025 Q2 filed Aug. 13, 2025
- Knuff & Co 2025 Q1 filed May 13, 2025
- Knuff & Co 2024 Q4 filed Feb. 10, 2025
- Knuff & Co 2024 Q3 filed Nov. 7, 2024
- Knuff & Co 2024 Q2 filed Aug. 1, 2024
- Knuff & Co 2024 Q1 filed May 9, 2024
- Knuff & Co 2023 Q4 filed Feb. 6, 2024
- Knuff & Co 2023 Q3 filed Nov. 9, 2023
- Knuff & Co 2023 Q2 filed Aug. 8, 2023
- Knuff & Co 2023 Q1 filed May 9, 2023
- Knuff & Co 2022 Q4 filed Feb. 9, 2023
- Knuff & Co 2022 Q3 filed Nov. 4, 2022
- Knuff & Co 2022 Q2 filed Aug. 8, 2022
- Knuff & Co 2022 Q1 filed May 10, 2022
- Knuff & Co 2021 Q4 filed Feb. 9, 2022