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