Knuff & Co
Latest statistics and disclosures from Knuff & Co's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, MSFT, PG, NFLX, GOOG, and represent 35.20% of Knuff & Co's stock portfolio.
- Added to shares of these 10 stocks: NFLX (+$14M), AMZN, MELI, NOW, AAPL, MDB, TSM, CELH, BABA, WM.
- Started 14 new stock positions in QXO, Dmy Technology Group Inc Iv, RSP, NXDR, PSA, AMBA, ALGN, URNM, UUUU, SMR. NXE, OKLO, CCJ, PANW.
- Reduced shares in these 10 stocks: JD (-$5.2M), NVO, TTD, AMT, , AGG, SIRI, ZTS, CL, PEP.
- Sold out of its positions in CAVA, ICE, JD, SIRI, VRSN, XYL, SPOT.
- Knuff & Co was a net buyer of stock by $9.5M.
- Knuff & Co has $339M in assets under management (AUM), dropping by -1.77%.
- Central Index Key (CIK): 0001768089
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Portfolio Holdings for Knuff & Co
Knuff & Co holds 129 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 12.7 | $43M | 159k | 271.86 |
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| Microsoft Corporation (MSFT) | 8.5 | $29M | 60k | 483.62 |
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| Procter & Gamble Company (PG) | 5.6 | $19M | 133k | 143.31 |
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| Netflix (NFLX) | 4.6 | $16M | +889% | 166k | 93.76 |
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| Alphabet Inc Class C cs (GOOG) | 3.7 | $13M | 41k | 313.80 |
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| Caterpillar (CAT) | 3.5 | $12M | 21k | 572.87 |
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| Amazon (AMZN) | 3.1 | $11M | +40% | 46k | 230.82 |
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| MercadoLibre (MELI) | 3.0 | $10M | +12% | 5.0k | 2014.26 |
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| Costco Wholesale Corporation (COST) | 2.7 | $9.2M | 11k | 862.32 |
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| Novo-nordisk A S Adr (NVO) | 2.6 | $8.7M | -32% | 172k | 50.88 |
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| Broadcom (AVGO) | 2.6 | $8.7M | 25k | 346.10 |
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| Berkshire Hathaway (BRK.B) | 2.5 | $8.5M | 17k | 502.65 |
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| Taiwan Semiconductor Mfg Adr (TSM) | 2.5 | $8.4M | +5% | 28k | 303.89 |
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| Fortinet (FTNT) | 2.5 | $8.3M | 105k | 79.11 |
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| Alibaba Group Hldg Adr (BABA) | 2.5 | $8.3M | +4% | 57k | 146.58 |
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| NVIDIA Corporation (NVDA) | 2.3 | $7.7M | 41k | 186.50 |
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| Exxon Mobil Corporation (XOM) | 2.2 | $7.6M | 63k | 120.34 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 1.9 | $6.4M | 14k | 453.36 |
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| Mongodb Inc. Class A (MDB) | 1.8 | $5.9M | +13% | 14k | 419.69 |
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| Celsius Holdings (CELH) | 1.7 | $5.8M | +7% | 128k | 45.74 |
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| Monster Beverage Corp (MNST) | 1.6 | $5.6M | 73k | 76.67 |
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| Equifax (EFX) | 1.5 | $5.1M | 24k | 216.98 |
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| Thermo Fisher Scientific (TMO) | 1.4 | $4.7M | 8.1k | 579.45 |
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| Alphabet Inc Class A cs (GOOGL) | 1.2 | $4.0M | 13k | 313.00 |
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| Boeing Company (BA) | 1.2 | $3.9M | 18k | 217.12 |
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| American Express Company (AXP) | 1.1 | $3.7M | 10k | 369.95 |
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| American Tower Reit (AMT) | 0.9 | $3.1M | -28% | 18k | 175.57 |
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| General Electric (GE) | 0.9 | $3.1M | 10k | 308.04 |
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| Home Depot (HD) | 0.9 | $3.0M | 8.7k | 344.10 |
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| Albemarle Corporation (ALB) | 0.9 | $3.0M | 21k | 141.44 |
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| Nextera Energy (NEE) | 0.8 | $2.8M | 35k | 80.28 |
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| AFLAC Incorporated (AFL) | 0.8 | $2.7M | 25k | 110.27 |
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| Microchip Technology (MCHP) | 0.7 | $2.3M | 36k | 63.72 |
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| Chevron Corporation (CVX) | 0.7 | $2.2M | 15k | 152.41 |
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| Visa (V) | 0.5 | $1.8M | 5.2k | 350.71 |
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| Gilead Sciences (GILD) | 0.5 | $1.8M | 14k | 122.74 |
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| Colgate-Palmolive Company (CL) | 0.5 | $1.8M | -6% | 22k | 79.02 |
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| Abbvie (ABBV) | 0.5 | $1.7M | 7.6k | 228.49 |
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| Johnson & Johnson (JNJ) | 0.5 | $1.7M | +6% | 8.2k | 206.95 |
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| Oracle Corporation (ORCL) | 0.5 | $1.6M | 8.3k | 194.91 |
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| Pfizer (PFE) | 0.5 | $1.6M | 64k | 24.90 |
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| Pulte (PHM) | 0.5 | $1.6M | +16% | 13k | 117.26 |
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| Wells Fargo & Company (WFC) | 0.5 | $1.6M | 17k | 93.20 |
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| Walt Disney Company (DIS) | 0.4 | $1.5M | 13k | 113.77 |
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| Ge Vernova (GEV) | 0.4 | $1.5M | 2.3k | 653.57 |
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| Coca-Cola Company (KO) | 0.4 | $1.3M | 19k | 69.91 |
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| Qualcomm (QCOM) | 0.4 | $1.3M | 7.5k | 171.05 |
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| Waste Management (WM) | 0.4 | $1.3M | +21% | 5.7k | 219.71 |
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| Schwab U.s. Large-cap Value Etf (SCHV) | 0.4 | $1.2M | 40k | 29.61 |
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| Merck & Co (MRK) | 0.3 | $1.2M | 11k | 105.26 |
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| Danaher Corporation (DHR) | 0.3 | $1.1M | 4.9k | 228.92 |
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| Cummins (CMI) | 0.3 | $1.0M | 2.0k | 510.45 |
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| Starbucks Corporation (SBUX) | 0.3 | $880k | +3% | 10k | 84.21 |
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| Servicenow (NOW) | 0.3 | $879k | +1250% | 5.7k | 153.19 |
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| MasterCard Incorporated (MA) | 0.3 | $848k | 1.5k | 570.88 |
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| Union Pacific Corporation (UNP) | 0.2 | $847k | 3.7k | 231.32 |
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| Abbott Laboratories (ABT) | 0.2 | $797k | 6.4k | 125.29 |
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| JPMorgan Chase & Co. (JPM) | 0.2 | $763k | 2.4k | 322.22 |
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| salesforce (CRM) | 0.2 | $759k | 2.9k | 264.91 |
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| Spdr Gold Shares Etf (GLD) | 0.2 | $688k | 1.7k | 396.31 |
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| Bristol Myers Squibb (BMY) | 0.2 | $590k | 11k | 53.94 |
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| Amgen (AMGN) | 0.2 | $589k | 1.8k | 327.31 |
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| Veralto Corp (VLTO) | 0.2 | $527k | 5.3k | 99.78 |
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| TJX Companies (TJX) | 0.1 | $507k | +38% | 3.3k | 153.61 |
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| Monolithic Power Systems (MPWR) | 0.1 | $499k | 550.00 | 906.36 |
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| Asml Holding N V Adr (ASML) | 0.1 | $421k | +8% | 393.00 | 1069.86 |
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| Pepsi (PEP) | 0.1 | $417k | -19% | 2.9k | 143.52 |
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| Progressive Corporation (PGR) | 0.1 | $414k | 1.8k | 227.72 |
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| Ge Healthcare Technologies I (GEHC) | 0.1 | $414k | 5.0k | 82.02 |
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| Nike (NKE) | 0.1 | $407k | +11% | 6.4k | 63.71 |
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| General Dynamics Corporation (GD) | 0.1 | $337k | 1.0k | 336.66 |
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| Duke Energy (DUK) | 0.1 | $335k | 2.9k | 117.21 |
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| Eli Lilly & Co. (LLY) | 0.1 | $307k | +9% | 286.00 | 1074.68 |
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| International Business Machines (IBM) | 0.1 | $296k | 1.0k | 296.21 |
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| Fortune Brands (FBIN) | 0.1 | $266k | 5.3k | 50.02 |
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| Ishares Core Msci Eafe Etf (IEFA) | 0.1 | $250k | 2.8k | 89.46 |
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| Linde (LIN) | 0.1 | $245k | +111% | 575.00 | 426.39 |
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| Uber Technologies (UBER) | 0.1 | $245k | 3.0k | 81.71 |
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| Lowe's Companies (LOW) | 0.1 | $229k | 949.00 | 241.16 |
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| Vanguard S&p 500 Etf (VOO) | 0.1 | $228k | 363.00 | 627.13 |
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| Wabtec Corporation (WAB) | 0.1 | $214k | 1.0k | 213.46 |
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| Ambarella (AMBA) | 0.1 | $214k | NEW | 3.0k | 70.84 |
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| Chipotle Mexican Grill (CMG) | 0.0 | $163k | 4.4k | 37.00 |
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| Trade Desk (TTD) | 0.0 | $152k | -92% | 4.0k | 37.96 |
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| Facebook Inc cl a (META) | 0.0 | $149k | +200% | 225.00 | 660.09 |
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| Eaton (ETN) | 0.0 | $145k | +310% | 456.00 | 318.51 |
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| Altc Acquisition Corp (OKLO) | 0.0 | $144k | NEW | 2.0k | 71.76 |
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| Adobe Systems Incorporated (ADBE) | 0.0 | $140k | 400.00 | 349.99 |
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| Valero Energy Corporation (VLO) | 0.0 | $130k | 800.00 | 162.79 |
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| Align Technology (ALGN) | 0.0 | $125k | NEW | 802.00 | 156.15 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $121k | 700.00 | 173.49 |
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| Global X U.s. Infrastructure Development Etf (PAVE) | 0.0 | $120k | 2.5k | 47.79 |
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| Capital One Financial (COF) | 0.0 | $109k | 451.00 | 242.36 |
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| Enbridge (ENB) | 0.0 | $108k | 2.3k | 47.83 |
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| Automatic Data Processing (ADP) | 0.0 | $106k | 413.00 | 257.23 |
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| Zoetis Inc Cl A (ZTS) | 0.0 | $106k | -64% | 840.00 | 125.82 |
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| Ecolab (ECL) | 0.0 | $104k | +26% | 395.00 | 262.52 |
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| Nexgen Energy (NXE) | 0.0 | $104k | NEW | 11k | 9.20 |
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| Fidelity National Information Services (FIS) | 0.0 | $100k | 1.5k | 66.46 |
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| Dmy Technology Group Inc Iv | 0.0 | $99k | NEW | 5.0k | 19.72 |
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| State Street Technology Select Sector Spdr Etf (XLK) | 0.0 | $94k | +100% | 650.00 | 143.97 |
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| Cme (CME) | 0.0 | $82k | 300.00 | 273.08 |
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| Vanguard California Tax-exempt Bond Etf (VTEC) | 0.0 | $80k | 800.00 | 100.26 |
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| Grab Holdings Limited Class A Ord (GRAB) | 0.0 | $80k | +33% | 16k | 4.99 |
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| Ishares Core U.s. Aggregate Bond Etf (AGG) | 0.0 | $76k | -80% | 760.00 | 99.88 |
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| Qxo (QXO) | 0.0 | $76k | NEW | 3.9k | 19.29 |
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| Analog Devices (ADI) | 0.0 | $75k | 275.00 | 271.20 |
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| Cameco Corporation (CCJ) | 0.0 | $69k | NEW | 750.00 | 91.49 |
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| O'reilly Automotive (ORLY) | 0.0 | $68k | -25% | 750.00 | 91.21 |
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| Ishares Core S&p 500 Etf (IVV) | 0.0 | $65k | 95.00 | 684.94 |
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| Trane Technologies (TT) | 0.0 | $65k | 167.00 | 389.20 |
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| eBay (EBAY) | 0.0 | $61k | 700.00 | 87.10 |
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| Invesco S&p 500 Equal Weight Etf (RSP) | 0.0 | $58k | NEW | 300.00 | 191.56 |
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| Trimble Navigation (TRMB) | 0.0 | $55k | 700.00 | 78.35 |
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| Charles Schwab Corporation (SCHW) | 0.0 | $55k | 546.00 | 99.91 |
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| Energy Fuels (UUUU) | 0.0 | $55k | NEW | 3.8k | 14.54 |
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| Nextdoor Holding (NXDR) | 0.0 | $53k | NEW | 25k | 2.10 |
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| Philip Morris International (PM) | 0.0 | $48k | 300.00 | 160.40 |
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| State Street Health Care Select Sector Spdr Etf (XLV) | 0.0 | $45k | 290.00 | 154.80 |
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| Public Storage (PSA) | 0.0 | $38k | NEW | 146.00 | 259.50 |
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| Ishares S&p 500 Value Etf (IVE) | 0.0 | $37k | 175.00 | 212.07 |
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| Nuscale PWR Corp (SMR) | 0.0 | $35k | NEW | 2.5k | 14.17 |
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| State Street Spdr Msci Usa Strategicfactors Etf (QUS) | 0.0 | $33k | 188.00 | 174.19 |
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| Honeywell International (HON) | 0.0 | $32k | 162.00 | 195.09 |
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| Sprott Uranium Miners Etf (URNM) | 0.0 | $31k | NEW | 567.00 | 54.89 |
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| Vanguard Ftse Developed Markets Etf (VEA) | 0.0 | $30k | 478.00 | 62.47 |
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| Stryker Corporation (SYK) | 0.0 | $28k | 80.00 | 351.48 |
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| Arista Networks | 0.0 | $26k | 200.00 | 131.03 |
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| Palo Alto Networks (PANW) | 0.0 | $26k | NEW | 140.00 | 184.20 |
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Past Filings by Knuff & Co
SEC 13F filings are viewable for Knuff & Co going back to 2018
- Knuff & Co 2025 Q4 filed Feb. 4, 2026
- 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