Knuff & Co
Latest statistics and disclosures from Knuff & Co's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, MSFT, PG, NFLX, CAT, and represent 33.89% of Knuff & Co's stock portfolio.
- Added to shares of these 10 stocks: NOW, TSM, QXO, NVO, MELI, APH, NFLX, LNG, ORCL, JNJ.
- Started 18 new stock positions in APH, EMR, ACN, CP, IUS, SLB, MRSH, SPDW, ASHR, CRWD. RLY, SPYV, HDEF, IONQ, LNG, FUTY, BE, DIVI.
- Reduced shares in these 10 stocks: AMT, MCHP, BRK.B, AMZN, CELH, TMO, NKE, QCOM, PG, AAPL.
- Sold out of its positions in ADBE, ADI, CCJ, FIS, MCHP, NXDR, NKE, SMR, QUS, SYK. TTD, AMBA, GRAB.
- Knuff & Co was a net buyer of stock by $8.0M.
- Knuff & Co has $332M in assets under management (AUM), dropping by -2.19%.
- Central Index Key (CIK): 0001768089
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Portfolio Holdings for Knuff & Co
Knuff & Co holds 134 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 12.0 | $40M | 158k | 253.79 |
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| Microsoft Corporation (MSFT) | 6.7 | $22M | 60k | 370.17 |
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| Procter & Gamble Company (PG) | 5.7 | $19M | 131k | 144.44 |
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| Netflix (NFLX) | 5.0 | $17M | +4% | 174k | 96.15 |
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| Caterpillar (CAT) | 4.4 | $15M | 21k | 708.46 |
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| Taiwan Semiconductor Mfg Adr (TSM) | 3.8 | $13M | +32% | 37k | 337.95 |
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| Alphabet Inc Class C cs (GOOG) | 3.5 | $12M | 41k | 286.86 |
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| Exxon Mobil Corporation (XOM) | 3.2 | $11M | 63k | 169.66 |
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| Costco Wholesale Corporation (COST) | 3.2 | $11M | 11k | 996.41 |
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| MercadoLibre (MELI) | 3.0 | $9.9M | +14% | 5.7k | 1729.02 |
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| Amazon (AMZN) | 2.6 | $8.8M | -8% | 42k | 208.27 |
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| Novo-nordisk A S Adr (NVO) | 2.6 | $8.6M | +36% | 235k | 36.75 |
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| Fortinet (FTNT) | 2.6 | $8.5M | 104k | 81.72 |
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| Broadcom (AVGO) | 2.3 | $7.6M | -2% | 25k | 309.51 |
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| NVIDIA Corporation (NVDA) | 2.1 | $7.0M | 40k | 174.40 |
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| Alibaba Group Hldg Adr (BABA) | 2.1 | $7.0M | 56k | 125.46 |
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| Berkshire Hathaway (BRK.B) | 2.1 | $6.9M | -15% | 14k | 479.20 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 1.9 | $6.2M | 14k | 446.54 |
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| Monster Beverage Corp (MNST) | 1.6 | $5.4M | +2% | 74k | 72.46 |
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| Servicenow (NOW) | 1.3 | $4.2M | +605% | 41k | 104.55 |
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| Equifax (EFX) | 1.2 | $4.1M | -2% | 23k | 180.07 |
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| Celsius Holdings (CELH) | 1.2 | $4.1M | -10% | 115k | 35.48 |
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| Alphabet Inc Class A cs (GOOGL) | 1.2 | $3.8M | +5% | 13k | 287.56 |
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| Albemarle Corporation (ALB) | 1.1 | $3.8M | 21k | 179.53 |
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| Mongodb Inc. Class A (MDB) | 1.1 | $3.8M | +8% | 15k | 244.77 |
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| Boeing Company (BA) | 1.1 | $3.6M | 18k | 199.03 |
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| Thermo Fisher Scientific (TMO) | 1.1 | $3.6M | -10% | 7.3k | 491.53 |
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| Nextera Energy (NEE) | 1.0 | $3.2M | 35k | 92.88 |
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| Chevron Corporation (CVX) | 0.9 | $3.0M | 15k | 206.90 |
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| American Express Company (AXP) | 0.9 | $3.0M | 10k | 302.48 |
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| General Electric (GE) | 0.9 | $2.9M | 10k | 283.78 |
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| Home Depot (HD) | 0.9 | $2.8M | 8.6k | 328.89 |
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| AFLAC Incorporated (AFL) | 0.8 | $2.7M | 25k | 109.71 |
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| Johnson & Johnson (JNJ) | 0.8 | $2.5M | +25% | 10k | 244.44 |
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| Qxo (QXO) | 0.8 | $2.5M | +3175% | 129k | 19.42 |
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| Gilead Sciences (GILD) | 0.6 | $2.1M | +2% | 15k | 139.37 |
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| Ge Vernova (GEV) | 0.6 | $2.0M | 2.3k | 872.90 |
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| Abbvie (ABBV) | 0.6 | $2.0M | +18% | 9.0k | 217.49 |
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| Colgate-Palmolive Company (CL) | 0.6 | $1.9M | 22k | 85.23 |
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| Pfizer (PFE) | 0.5 | $1.8M | 64k | 28.08 |
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| Oracle Corporation (ORCL) | 0.5 | $1.7M | +43% | 12k | 147.11 |
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| Visa (V) | 0.5 | $1.6M | 5.2k | 302.24 |
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| Coca-Cola Company (KO) | 0.4 | $1.5M | 19k | 76.05 |
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| Pulte (PHM) | 0.4 | $1.4M | -10% | 12k | 117.61 |
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| Merck & Co (MRK) | 0.4 | $1.3M | 11k | 120.29 |
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| Schwab U.s. Large-cap Value Etf (SCHV) | 0.4 | $1.2M | -2% | 39k | 30.50 |
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| Wells Fargo & Company (WFC) | 0.3 | $1.1M | -14% | 14k | 79.61 |
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| Waste Management (WM) | 0.3 | $1.1M | -14% | 4.9k | 229.79 |
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| Walt Disney Company (DIS) | 0.3 | $1.1M | -13% | 11k | 96.38 |
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| Cummins (CMI) | 0.3 | $1.1M | 2.0k | 538.02 |
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| Bristol Myers Squibb (BMY) | 0.3 | $985k | +48% | 16k | 60.65 |
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| Starbucks Corporation (SBUX) | 0.3 | $956k | +2% | 11k | 89.59 |
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| Danaher Corporation (DHR) | 0.3 | $903k | -2% | 4.8k | 189.60 |
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| Union Pacific Corporation (UNP) | 0.3 | $864k | -2% | 3.6k | 242.62 |
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| MasterCard Incorporated (MA) | 0.2 | $824k | +10% | 1.6k | 499.66 |
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| Amphenol Corporation (APH) | 0.2 | $708k | NEW | 5.6k | 126.35 |
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| Spdr Gold Shares Etf (GLD) | 0.2 | $693k | -7% | 1.6k | 430.29 |
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| JPMorgan Chase & Co. (JPM) | 0.2 | $671k | -3% | 2.3k | 294.16 |
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| Amgen (AMGN) | 0.2 | $633k | 1.8k | 351.85 |
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| Cheniere Energy (LNG) | 0.2 | $627k | NEW | 2.2k | 283.76 |
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| Veralto Corp (VLTO) | 0.2 | $617k | +32% | 7.0k | 88.42 |
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| Monolithic Power Systems (MPWR) | 0.2 | $601k | 550.00 | 1093.35 |
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| Qualcomm (QCOM) | 0.2 | $582k | -40% | 4.5k | 128.78 |
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| TJX Companies (TJX) | 0.2 | $527k | 3.3k | 159.70 |
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| American Tower Reit (AMT) | 0.2 | $513k | -83% | 3.0k | 172.58 |
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| Ecolab (ECL) | 0.2 | $513k | +388% | 1.9k | 266.02 |
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| Abbott Laboratories (ABT) | 0.2 | $501k | -23% | 4.9k | 102.67 |
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| Asml Hldg Nv Adr (ASML) | 0.1 | $486k | -6% | 368.00 | 1320.83 |
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| salesforce (CRM) | 0.1 | $470k | -12% | 2.5k | 186.67 |
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| Emerson Electric (EMR) | 0.1 | $446k | NEW | 3.4k | 131.02 |
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| Pepsi (PEP) | 0.1 | $405k | -10% | 2.6k | 155.29 |
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| Linde (LIN) | 0.1 | $381k | +33% | 768.00 | 495.76 |
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| Progressive Corporation (PGR) | 0.1 | $360k | 1.8k | 198.24 |
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| General Dynamics Corporation (GD) | 0.1 | $343k | 1.0k | 343.22 |
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| Vanguard California Tax-exempt Bond Etf (VTEC) | 0.1 | $297k | +275% | 3.0k | 99.08 |
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| Crowdstrike Hldgs Inc cl a (CRWD) | 0.1 | $290k | NEW | 743.00 | 390.41 |
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| Ishares Core Msci Eafe Etf (IEFA) | 0.1 | $253k | 2.8k | 90.53 |
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| Ge Healthcare Technologies I (GEHC) | 0.1 | $250k | -30% | 3.5k | 71.18 |
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| Wabtec Corporation (WAB) | 0.1 | $250k | 1.0k | 249.91 |
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| State Street Multi-asset Real Return Etf (RLY) | 0.1 | $244k | NEW | 6.7k | 36.15 |
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| International Business Machines (IBM) | 0.1 | $242k | 1.0k | 242.39 |
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| Chipotle Mexican Grill (CMG) | 0.1 | $229k | +62% | 7.2k | 32.01 |
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| Uber Technologies (UBER) | 0.1 | $216k | 3.0k | 71.93 |
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| Fortune Brands (FBIN) | 0.1 | $207k | 5.3k | 38.97 |
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| Eli Lilly & Co. (LLY) | 0.1 | $203k | -22% | 221.00 | 919.77 |
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| Accenture (ACN) | 0.1 | $198k | NEW | 1.0k | 198.29 |
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| Valero Energy Corporation (VLO) | 0.1 | $198k | 800.00 | 247.08 |
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| Lowe's Companies (LOW) | 0.1 | $189k | -15% | 800.00 | 236.28 |
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| Duke Energy (DUK) | 0.1 | $178k | -52% | 1.4k | 130.94 |
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| Vanguard S&p 500 Etf (VOO) | 0.1 | $177k | -18% | 296.00 | 597.55 |
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| Eaton (ETN) | 0.0 | $162k | 453.00 | 357.67 |
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| Enbridge (ENB) | 0.0 | $141k | +15% | 2.6k | 54.14 |
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| Dmy Technology Group Inc Iv | 0.0 | $140k | 5.0k | 27.95 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $136k | 700.00 | 194.14 |
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| Marsh & McLennan Companies (MRSH) | 0.0 | $135k | NEW | 780.00 | 173.45 |
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| Vanguard Ftse Developed Markets Etf (VEA) | 0.0 | $133k | +335% | 2.1k | 64.07 |
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| Nexgen Energy (NXE) | 0.0 | $131k | 11k | 11.60 |
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| Align Technology (ALGN) | 0.0 | $129k | -6% | 752.00 | 171.43 |
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| Global X U.s. Infrastructure Development Etf (PAVE) | 0.0 | $127k | 2.5k | 50.81 |
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| Facebook Inc cl a (META) | 0.0 | $120k | -6% | 210.00 | 572.13 |
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| Bloom Energy Corp (BE) | 0.0 | $117k | NEW | 865.00 | 135.49 |
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| Zoetis Inc Cl A (ZTS) | 0.0 | $99k | 840.00 | 118.21 |
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| Capital One Financial (COF) | 0.0 | $91k | +10% | 500.00 | 182.43 |
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| Cme (CME) | 0.0 | $89k | 300.00 | 295.35 |
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| Altc Acquisition Corp (OKLO) | 0.0 | $87k | -12% | 1.8k | 49.59 |
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| State Street Technology Select Sector Spdr Etf (XLK) | 0.0 | $86k | 650.00 | 132.90 |
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| State Street Spdr Portfolio S&p 500 Value Etf (SPYV) | 0.0 | $85k | NEW | 1.5k | 56.58 |
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| Automatic Data Processing (ADP) | 0.0 | $84k | 413.00 | 203.18 |
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| Palo Alto Networks (PANW) | 0.0 | $82k | +265% | 511.00 | 160.32 |
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| Trane Technologies (TT) | 0.0 | $70k | 167.00 | 416.74 |
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| O'reilly Automotive (ORLY) | 0.0 | $69k | 750.00 | 92.31 |
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| Energy Fuels (UUUU) | 0.0 | $68k | 3.8k | 18.25 |
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| Philip Morris International (PM) | 0.0 | $66k | +33% | 400.00 | 165.34 |
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| Charles Schwab Corporation (SCHW) | 0.0 | $66k | +28% | 700.00 | 93.98 |
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| eBay (EBAY) | 0.0 | $64k | 700.00 | 91.02 |
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| Invesco S&p 500 Equal Weight Etf (RSP) | 0.0 | $58k | 300.00 | 191.92 |
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| Franklin International Core Dividend Tilt Etf (DIVI) | 0.0 | $57k | NEW | 1.4k | 39.81 |
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| Trimble Navigation (TRMB) | 0.0 | $46k | 700.00 | 65.23 |
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| Canadian Pacific Kansas City (CP) | 0.0 | $45k | NEW | 576.00 | 78.66 |
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| Ishares Core U.s. Aggregate Bond Etf (AGG) | 0.0 | $45k | -40% | 450.00 | 99.27 |
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| Invesco Rafi Strategic Us Etf (IUS) | 0.0 | $42k | NEW | 723.00 | 57.91 |
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| Public Storage (PSA) | 0.0 | $40k | 146.00 | 270.88 |
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| Ishares S&p 500 Value Etf (IVE) | 0.0 | $37k | 175.00 | 211.15 |
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| State Street Health Care Select Sector Spdr Etf (XLV) | 0.0 | $37k | -13% | 250.00 | 146.61 |
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| Honeywell International (HON) | 0.0 | $37k | 162.00 | 226.03 |
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| Fidelity Msci Utilities Etf (FUTY) | 0.0 | $36k | NEW | 617.00 | 59.07 |
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| Sprott Uranium Miners Etf (URNM) | 0.0 | $36k | 567.00 | 63.15 |
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| State Street Spdr Portfolio Developed World Ex-us Etf (SPDW) | 0.0 | $35k | NEW | 767.00 | 45.65 |
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| Xtrackers Msci Eafe High Dividend Yield Equity Etf (HDEF) | 0.0 | $33k | NEW | 1.0k | 32.41 |
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| Ishares Core S&p 500 Etf (IVV) | 0.0 | $33k | -47% | 50.00 | 653.22 |
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| Ionq Inc Pipe (IONQ) | 0.0 | $29k | NEW | 1.0k | 28.83 |
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| Xtrackers Harvest Csi 300 China A-shares Etf (ASHR) | 0.0 | $26k | NEW | 809.00 | 32.64 |
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| Schlumberger (SLB) | 0.0 | $26k | NEW | 500.00 | 51.39 |
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| Arista Networks | 0.0 | $25k | 200.00 | 122.78 |
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Past Filings by Knuff & Co
SEC 13F filings are viewable for Knuff & Co going back to 2018
- Knuff & Co 2026 Q1 filed May 11, 2026
- 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