Knuff & Co as of June 30, 2025
Portfolio Holdings for Knuff & Co
Knuff & Co holds 122 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 9.5 | $30M | 147k | 205.17 | |
| Microsoft Corporation (MSFT) | 9.3 | $30M | 59k | 497.41 | |
| Netflix (NFLX) | 7.3 | $23M | 17k | 1339.13 | |
| Procter & Gamble Company (PG) | 6.7 | $21M | 134k | 159.32 | |
| MercadoLibre (MELI) | 3.6 | $12M | 4.4k | 2613.63 | |
| Fortinet (FTNT) | 3.6 | $11M | 108k | 105.72 | |
| Costco Wholesale Corporation (COST) | 3.2 | $10M | 10k | 989.94 | |
| Trade Desk (TTD) | 3.0 | $9.4M | 131k | 71.99 | |
| Novo-nordisk A S Adr (NVO) | 2.8 | $8.8M | 128k | 69.02 | |
| Caterpillar (CAT) | 2.5 | $8.0M | 21k | 388.21 | |
| Berkshire Hathaway (BRK.B) | 2.5 | $7.9M | 16k | 485.77 | |
| Amazon (AMZN) | 2.2 | $7.1M | 32k | 219.39 | |
| Alphabet Inc Class C cs (GOOG) | 2.2 | $7.1M | 40k | 177.39 | |
| Broadcom (AVGO) | 2.2 | $7.0M | 26k | 275.65 | |
| Exxon Mobil Corporation (XOM) | 2.1 | $6.8M | 63k | 107.80 | |
| NVIDIA Corporation (NVDA) | 2.1 | $6.6M | 42k | 157.99 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 2.0 | $6.2M | 14k | 445.20 | |
| Equifax (EFX) | 1.9 | $6.1M | 24k | 259.37 | |
| Taiwan Semiconductor Mfg Adr (TSM) | 1.9 | $6.0M | 27k | 226.49 | |
| American Tower Reit (AMT) | 1.7 | $5.5M | 25k | 221.02 | |
| Celsius Holdings (CELH) | 1.7 | $5.3M | 115k | 46.39 | |
| Jd.com Inc Cl A Adr (JD) | 1.6 | $5.2M | 160k | 32.64 | |
| Monster Beverage Corp (MNST) | 1.6 | $5.0M | 80k | 62.64 | |
| Boeing Company (BA) | 1.2 | $3.7M | 18k | 209.53 | |
| Home Depot (HD) | 1.0 | $3.2M | 8.7k | 366.64 | |
| American Express Company (AXP) | 1.0 | $3.1M | 9.8k | 318.98 | |
| Thermo Fisher Scientific (TMO) | 0.9 | $2.7M | 6.7k | 405.46 | |
| AFLAC Incorporated (AFL) | 0.8 | $2.7M | 25k | 105.46 | |
| General Electric (GE) | 0.8 | $2.6M | 10k | 257.39 | |
| Microchip Technology (MCHP) | 0.8 | $2.6M | 36k | 70.37 | |
| Nextera Energy (NEE) | 0.8 | $2.5M | 36k | 69.42 | |
| Alphabet Inc Class A cs (GOOGL) | 0.7 | $2.2M | 13k | 176.23 | |
| Colgate-Palmolive Company (CL) | 0.7 | $2.2M | 24k | 90.90 | |
| Chevron Corporation (CVX) | 0.7 | $2.1M | 15k | 143.19 | |
| Visa (V) | 0.6 | $1.8M | 5.2k | 355.05 | |
| Oracle Corporation (ORCL) | 0.6 | $1.8M | 8.3k | 218.63 | |
| Walt Disney Company (DIS) | 0.5 | $1.6M | 13k | 124.01 | |
| Pfizer (PFE) | 0.5 | $1.5M | 64k | 24.24 | |
| Abbvie (ABBV) | 0.4 | $1.4M | 7.6k | 185.62 | |
| Gilead Sciences (GILD) | 0.4 | $1.4M | 12k | 110.87 | |
| Coca-Cola Company (KO) | 0.4 | $1.4M | 19k | 70.75 | |
| Wells Fargo & Company (WFC) | 0.4 | $1.3M | 17k | 80.12 | |
| Albemarle Corporation (ALB) | 0.4 | $1.3M | 21k | 62.67 | |
| Abbott Laboratories (ABT) | 0.4 | $1.3M | 9.5k | 136.01 | |
| Qualcomm (QCOM) | 0.4 | $1.3M | 7.9k | 159.26 | |
| Ishares Russell Midcap Etf (IWR) | 0.4 | $1.2M | 13k | 91.97 | |
| Johnson & Johnson (JNJ) | 0.4 | $1.2M | 8.0k | 152.75 | |
| Danaher Corporation (DHR) | 0.4 | $1.2M | 6.1k | 197.54 | |
| Ge Vernova (GEV) | 0.4 | $1.2M | 2.2k | 529.15 | |
| Fidelity National Information Services (FIS) | 0.4 | $1.1M | 14k | 81.41 | |
| Schwab U.s. Large-cap Value Etf (SCHV) | 0.4 | $1.1M | 41k | 27.67 | |
| Waste Management (WM) | 0.3 | $981k | 4.3k | 228.82 | |
| Verisign (VRSN) | 0.3 | $932k | 3.2k | 288.80 | |
| Merck & Co (MRK) | 0.3 | $925k | 12k | 79.16 | |
| Starbucks Corporation (SBUX) | 0.3 | $862k | 9.4k | 91.63 | |
| Union Pacific Corporation (UNP) | 0.3 | $842k | 3.7k | 230.08 | |
| MasterCard Incorporated (MA) | 0.3 | $835k | 1.5k | 561.94 | |
| salesforce (CRM) | 0.2 | $794k | 2.9k | 272.69 | |
| Cummins (CMI) | 0.2 | $692k | 2.1k | 327.50 | |
| JPMorgan Chase & Co. (JPM) | 0.2 | $687k | 2.4k | 289.91 | |
| Bristol Myers Squibb (BMY) | 0.2 | $641k | 14k | 46.29 | |
| Pulte (PHM) | 0.2 | $587k | 5.5k | 107.39 | |
| Veralto Corp (VLTO) | 0.2 | $533k | 5.3k | 100.95 | |
| Pepsi (PEP) | 0.2 | $526k | 4.0k | 132.04 | |
| Eli Lilly & Co. (LLY) | 0.2 | $508k | 652.00 | 779.53 | |
| Amgen (AMGN) | 0.2 | $503k | 1.8k | 279.21 | |
| Progressive Corporation (PGR) | 0.2 | $485k | 1.8k | 266.86 | |
| Spdr Gold Shares Etf (GLD) | 0.2 | $483k | 1.6k | 304.83 | |
| Servicenow (NOW) | 0.1 | $437k | 425.00 | 1028.08 | |
| Monolithic Power Systems (MPWR) | 0.1 | $377k | 515.00 | 731.38 | |
| Zoetis Inc Cl A (ZTS) | 0.1 | $365k | 2.3k | 155.95 | |
| Ge Healthcare Technologies I (GEHC) | 0.1 | $356k | 4.8k | 74.07 | |
| Duke Energy (DUK) | 0.1 | $337k | 2.9k | 118.00 | |
| Sirius XM Holdings (SIRI) | 0.1 | $305k | 13k | 22.97 | |
| Nike (NKE) | 0.1 | $300k | 4.2k | 71.04 | |
| International Business Machines (IBM) | 0.1 | $295k | 1.0k | 294.78 | |
| General Dynamics Corporation (GD) | 0.1 | $292k | 1.0k | 291.66 | |
| Adobe Systems Incorporated (ADBE) | 0.1 | $281k | 725.00 | 386.88 | |
| Uber Technologies (UBER) | 0.1 | $280k | 3.0k | 93.30 | |
| Lockheed Martin Corporation (LMT) | 0.1 | $277k | 598.00 | 463.14 | |
| Fortune Brands (FBIN) | 0.1 | $274k | 5.3k | 51.48 | |
| Roche Hldgs Adr (RHHBY) | 0.1 | $255k | 6.3k | 40.76 | |
| Chipotle Mexican Grill (CMG) | 0.1 | $246k | 4.4k | 56.15 | |
| Ishares Core Msci Eafe Etf (IEFA) | 0.1 | $234k | 2.8k | 83.48 | |
| Lowe's Companies (LOW) | 0.1 | $211k | 949.00 | 221.87 | |
| Wabtec Corporation (WAB) | 0.1 | $209k | 1.0k | 209.35 | |
| Vanguard S&p 500 Etf (VOO) | 0.1 | $206k | 363.00 | 568.03 | |
| TJX Companies (TJX) | 0.1 | $191k | 1.5k | 123.49 | |
| Texas Instruments Incorporated (TXN) | 0.0 | $145k | 700.00 | 207.62 | |
| Linde (LIN) | 0.0 | $142k | 302.00 | 469.18 | |
| Automatic Data Processing (ADP) | 0.0 | $127k | 413.00 | 308.40 | |
| Capital One Financial (COF) | 0.0 | $112k | 526.00 | 212.76 | |
| Global X U.s. Infrastructure Development Etf (PAVE) | 0.0 | $109k | 2.5k | 43.58 | |
| Valero Energy Corporation (VLO) | 0.0 | $108k | 800.00 | 134.42 | |
| Enbridge (ENB) | 0.0 | $102k | 2.3k | 45.32 | |
| Proshares Ultrapro Short Qqq Etf | 0.0 | $98k | 5.0k | 19.57 | |
| Ecolab (ECL) | 0.0 | $83k | 309.00 | 269.44 | |
| Cme (CME) | 0.0 | $83k | 300.00 | 275.62 | |
| Technology Select Sector Spdr Fund Etf (XLK) | 0.0 | $82k | 325.00 | 253.23 | |
| Trane Technologies (TT) | 0.0 | $73k | 167.00 | 437.41 | |
| O'reilly Automotive (ORLY) | 0.0 | $68k | 750.00 | 90.13 | |
| Proshares Ultrapro Short S&p 500 Etf (SPXU) | 0.0 | $67k | 4.0k | 16.80 | |
| J.M. Smucker Company (SJM) | 0.0 | $67k | 677.00 | 98.20 | |
| Analog Devices (ADI) | 0.0 | $66k | 275.00 | 238.02 | |
| Ishares Core S&p 500 Etf (IVV) | 0.0 | $62k | 100.00 | 620.90 | |
| Philip Morris International (PM) | 0.0 | $55k | 300.00 | 182.13 | |
| Trimble Navigation (TRMB) | 0.0 | $53k | 700.00 | 75.98 | |
| eBay (EBAY) | 0.0 | $52k | 700.00 | 74.46 | |
| Charles Schwab Corporation (SCHW) | 0.0 | $50k | 546.00 | 91.24 | |
| Facebook Inc cl a (META) | 0.0 | $44k | 60.00 | 738.08 | |
| Accenture (ACN) | 0.0 | $44k | 147.00 | 298.89 | |
| Asml Holding N V Adr (ASML) | 0.0 | $40k | 50.00 | 801.40 | |
| Eaton (ETN) | 0.0 | $40k | 111.00 | 356.99 | |
| Health Care Select Sector Spdr Fund Etf (XLV) | 0.0 | $39k | 290.00 | 134.79 | |
| Ishares S&p 500 Value Etf (IVE) | 0.0 | $39k | 200.00 | 195.42 | |
| Fiserv (FI) | 0.0 | $38k | 220.00 | 172.41 | |
| Honeywell International (HON) | 0.0 | $38k | 162.00 | 232.88 | |
| Vanguard Ftse Developed Markets Etf (VEA) | 0.0 | $33k | 586.00 | 57.01 | |
| Intercontinental Exchange (ICE) | 0.0 | $32k | 175.00 | 183.47 | |
| Stryker Corporation (SYK) | 0.0 | $32k | 80.00 | 395.62 | |
| Spdr Msci Usa Strategicfactors Etf (QUS) | 0.0 | $31k | 188.00 | 163.09 | |
| Spotify Technology Sa (SPOT) | 0.0 | $27k | 35.00 | 767.34 |
