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