Knuff & Co as of March 31, 2026
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 | |
| Microsoft Corporation (MSFT) | 6.7 | $22M | 60k | 370.17 | |
| Procter & Gamble Company (PG) | 5.7 | $19M | 131k | 144.44 | |
| Netflix (NFLX) | 5.0 | $17M | 174k | 96.15 | |
| Caterpillar (CAT) | 4.4 | $15M | 21k | 708.46 | |
| Taiwan Semiconductor Mfg Adr (TSM) | 3.8 | $13M | 37k | 337.95 | |
| Alphabet Inc Class C cs (GOOG) | 3.5 | $12M | 41k | 286.86 | |
| Exxon Mobil Corporation (XOM) | 3.2 | $11M | 63k | 169.66 | |
| Costco Wholesale Corporation (COST) | 3.2 | $11M | 11k | 996.41 | |
| MercadoLibre (MELI) | 3.0 | $9.9M | 5.7k | 1729.02 | |
| Amazon (AMZN) | 2.6 | $8.8M | 42k | 208.27 | |
| Novo-nordisk A S Adr (NVO) | 2.6 | $8.6M | 235k | 36.75 | |
| Fortinet (FTNT) | 2.6 | $8.5M | 104k | 81.72 | |
| Broadcom (AVGO) | 2.3 | $7.6M | 25k | 309.51 | |
| NVIDIA Corporation (NVDA) | 2.1 | $7.0M | 40k | 174.40 | |
| Alibaba Group Hldg Adr (BABA) | 2.1 | $7.0M | 56k | 125.46 | |
| Berkshire Hathaway (BRK.B) | 2.1 | $6.9M | 14k | 479.20 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 1.9 | $6.2M | 14k | 446.54 | |
| Monster Beverage Corp (MNST) | 1.6 | $5.4M | 74k | 72.46 | |
| Servicenow (NOW) | 1.3 | $4.2M | 41k | 104.55 | |
| Equifax (EFX) | 1.2 | $4.1M | 23k | 180.07 | |
| Celsius Holdings (CELH) | 1.2 | $4.1M | 115k | 35.48 | |
| Alphabet Inc Class A cs (GOOGL) | 1.2 | $3.8M | 13k | 287.56 | |
| Albemarle Corporation (ALB) | 1.1 | $3.8M | 21k | 179.53 | |
| Mongodb Inc. Class A (MDB) | 1.1 | $3.8M | 15k | 244.77 | |
| Boeing Company (BA) | 1.1 | $3.6M | 18k | 199.03 | |
| Thermo Fisher Scientific (TMO) | 1.1 | $3.6M | 7.3k | 491.53 | |
| Nextera Energy (NEE) | 1.0 | $3.2M | 35k | 92.88 | |
| Chevron Corporation (CVX) | 0.9 | $3.0M | 15k | 206.90 | |
| American Express Company (AXP) | 0.9 | $3.0M | 10k | 302.48 | |
| General Electric (GE) | 0.9 | $2.9M | 10k | 283.78 | |
| Home Depot (HD) | 0.9 | $2.8M | 8.6k | 328.89 | |
| AFLAC Incorporated (AFL) | 0.8 | $2.7M | 25k | 109.71 | |
| Johnson & Johnson (JNJ) | 0.8 | $2.5M | 10k | 244.44 | |
| Qxo (QXO) | 0.8 | $2.5M | 129k | 19.42 | |
| Gilead Sciences (GILD) | 0.6 | $2.1M | 15k | 139.37 | |
| Ge Vernova (GEV) | 0.6 | $2.0M | 2.3k | 872.90 | |
| Abbvie (ABBV) | 0.6 | $2.0M | 9.0k | 217.49 | |
| Colgate-Palmolive Company (CL) | 0.6 | $1.9M | 22k | 85.23 | |
| Pfizer (PFE) | 0.5 | $1.8M | 64k | 28.08 | |
| Oracle Corporation (ORCL) | 0.5 | $1.7M | 12k | 147.11 | |
| Visa (V) | 0.5 | $1.6M | 5.2k | 302.24 | |
| Coca-Cola Company (KO) | 0.4 | $1.5M | 19k | 76.05 | |
| Pulte (PHM) | 0.4 | $1.4M | 12k | 117.61 | |
| Merck & Co (MRK) | 0.4 | $1.3M | 11k | 120.29 | |
| Schwab U.s. Large-cap Value Etf (SCHV) | 0.4 | $1.2M | 39k | 30.50 | |
| Wells Fargo & Company (WFC) | 0.3 | $1.1M | 14k | 79.61 | |
| Waste Management (WM) | 0.3 | $1.1M | 4.9k | 229.79 | |
| Walt Disney Company (DIS) | 0.3 | $1.1M | 11k | 96.38 | |
| Cummins (CMI) | 0.3 | $1.1M | 2.0k | 538.02 | |
| Bristol Myers Squibb (BMY) | 0.3 | $985k | 16k | 60.65 | |
| Starbucks Corporation (SBUX) | 0.3 | $956k | 11k | 89.59 | |
| Danaher Corporation (DHR) | 0.3 | $903k | 4.8k | 189.60 | |
| Union Pacific Corporation (UNP) | 0.3 | $864k | 3.6k | 242.62 | |
| MasterCard Incorporated (MA) | 0.2 | $824k | 1.6k | 499.66 | |
| Amphenol Corporation (APH) | 0.2 | $708k | 5.6k | 126.35 | |
| Spdr Gold Shares Etf (GLD) | 0.2 | $693k | 1.6k | 430.29 | |
| JPMorgan Chase & Co. (JPM) | 0.2 | $671k | 2.3k | 294.16 | |
| Amgen (AMGN) | 0.2 | $633k | 1.8k | 351.85 | |
| Cheniere Energy (LNG) | 0.2 | $627k | 2.2k | 283.76 | |
| Veralto Corp (VLTO) | 0.2 | $617k | 7.0k | 88.42 | |
| Monolithic Power Systems (MPWR) | 0.2 | $601k | 550.00 | 1093.35 | |
| Qualcomm (QCOM) | 0.2 | $582k | 4.5k | 128.78 | |
| TJX Companies (TJX) | 0.2 | $527k | 3.3k | 159.70 | |
| American Tower Reit (AMT) | 0.2 | $513k | 3.0k | 172.58 | |
| Ecolab (ECL) | 0.2 | $513k | 1.9k | 266.02 | |
| Abbott Laboratories (ABT) | 0.2 | $501k | 4.9k | 102.67 | |
| Asml Hldg Nv Adr (ASML) | 0.1 | $486k | 368.00 | 1320.83 | |
| salesforce (CRM) | 0.1 | $470k | 2.5k | 186.67 | |
| Emerson Electric (EMR) | 0.1 | $446k | 3.4k | 131.02 | |
| Pepsi (PEP) | 0.1 | $405k | 2.6k | 155.29 | |
| Linde (LIN) | 0.1 | $381k | 768.00 | 495.76 | |
| Progressive Corporation (PGR) | 0.1 | $360k | 1.8k | 198.24 | |
| General Dynamics Corporation (GD) | 0.1 | $343k | 1.0k | 343.22 | |
| Vanguard California Tax-exempt Bond Etf (VTEC) | 0.1 | $297k | 3.0k | 99.08 | |
| Crowdstrike Hldgs Inc cl a (CRWD) | 0.1 | $290k | 743.00 | 390.41 | |
| Ishares Core Msci Eafe Etf (IEFA) | 0.1 | $253k | 2.8k | 90.53 | |
| Ge Healthcare Technologies I (GEHC) | 0.1 | $250k | 3.5k | 71.18 | |
| Wabtec Corporation (WAB) | 0.1 | $250k | 1.0k | 249.91 | |
| State Street Multi-asset Real Return Etf (RLY) | 0.1 | $244k | 6.7k | 36.15 | |
| International Business Machines (IBM) | 0.1 | $242k | 1.0k | 242.39 | |
| Chipotle Mexican Grill (CMG) | 0.1 | $229k | 7.2k | 32.01 | |
| Uber Technologies (UBER) | 0.1 | $216k | 3.0k | 71.93 | |
| Fortune Brands (FBIN) | 0.1 | $207k | 5.3k | 38.97 | |
| Eli Lilly & Co. (LLY) | 0.1 | $203k | 221.00 | 919.77 | |
| Accenture (ACN) | 0.1 | $198k | 1.0k | 198.29 | |
| Valero Energy Corporation (VLO) | 0.1 | $198k | 800.00 | 247.08 | |
| Lowe's Companies (LOW) | 0.1 | $189k | 800.00 | 236.28 | |
| Duke Energy (DUK) | 0.1 | $178k | 1.4k | 130.94 | |
| Vanguard S&p 500 Etf (VOO) | 0.1 | $177k | 296.00 | 597.55 | |
| Eaton (ETN) | 0.0 | $162k | 453.00 | 357.67 | |
| Enbridge (ENB) | 0.0 | $141k | 2.6k | 54.14 | |
| Dmy Technology Group Inc Iv | 0.0 | $140k | 5.0k | 27.95 | |
| Texas Instruments Incorporated (TXN) | 0.0 | $136k | 700.00 | 194.14 | |
| Marsh & McLennan Companies (MRSH) | 0.0 | $135k | 780.00 | 173.45 | |
| Vanguard Ftse Developed Markets Etf (VEA) | 0.0 | $133k | 2.1k | 64.07 | |
| Nexgen Energy (NXE) | 0.0 | $131k | 11k | 11.60 | |
| Align Technology (ALGN) | 0.0 | $129k | 752.00 | 171.43 | |
| Global X U.s. Infrastructure Development Etf (PAVE) | 0.0 | $127k | 2.5k | 50.81 | |
| Facebook Inc cl a (META) | 0.0 | $120k | 210.00 | 572.13 | |
| Bloom Energy Corp (BE) | 0.0 | $117k | 865.00 | 135.49 | |
| Zoetis Inc Cl A (ZTS) | 0.0 | $99k | 840.00 | 118.21 | |
| Capital One Financial (COF) | 0.0 | $91k | 500.00 | 182.43 | |
| Cme (CME) | 0.0 | $89k | 300.00 | 295.35 | |
| Altc Acquisition Corp (OKLO) | 0.0 | $87k | 1.8k | 49.59 | |
| State Street Technology Select Sector Spdr Etf (XLK) | 0.0 | $86k | 650.00 | 132.90 | |
| State Street Spdr Portfolio S&p 500 Value Etf (SPYV) | 0.0 | $85k | 1.5k | 56.58 | |
| Automatic Data Processing (ADP) | 0.0 | $84k | 413.00 | 203.18 | |
| Palo Alto Networks (PANW) | 0.0 | $82k | 511.00 | 160.32 | |
| Trane Technologies (TT) | 0.0 | $70k | 167.00 | 416.74 | |
| O'reilly Automotive (ORLY) | 0.0 | $69k | 750.00 | 92.31 | |
| Energy Fuels (UUUU) | 0.0 | $68k | 3.8k | 18.25 | |
| Philip Morris International (PM) | 0.0 | $66k | 400.00 | 165.34 | |
| Charles Schwab Corporation (SCHW) | 0.0 | $66k | 700.00 | 93.98 | |
| eBay (EBAY) | 0.0 | $64k | 700.00 | 91.02 | |
| Invesco S&p 500 Equal Weight Etf (RSP) | 0.0 | $58k | 300.00 | 191.92 | |
| Franklin International Core Dividend Tilt Etf (DIVI) | 0.0 | $57k | 1.4k | 39.81 | |
| Trimble Navigation (TRMB) | 0.0 | $46k | 700.00 | 65.23 | |
| Canadian Pacific Kansas City (CP) | 0.0 | $45k | 576.00 | 78.66 | |
| Ishares Core U.s. Aggregate Bond Etf (AGG) | 0.0 | $45k | 450.00 | 99.27 | |
| Invesco Rafi Strategic Us Etf (IUS) | 0.0 | $42k | 723.00 | 57.91 | |
| Public Storage (PSA) | 0.0 | $40k | 146.00 | 270.88 | |
| Ishares S&p 500 Value Etf (IVE) | 0.0 | $37k | 175.00 | 211.15 | |
| State Street Health Care Select Sector Spdr Etf (XLV) | 0.0 | $37k | 250.00 | 146.61 | |
| Honeywell International (HON) | 0.0 | $37k | 162.00 | 226.03 | |
| Fidelity Msci Utilities Etf (FUTY) | 0.0 | $36k | 617.00 | 59.07 | |
| Sprott Uranium Miners Etf (URNM) | 0.0 | $36k | 567.00 | 63.15 | |
| State Street Spdr Portfolio Developed World Ex-us Etf (SPDW) | 0.0 | $35k | 767.00 | 45.65 | |
| Xtrackers Msci Eafe High Dividend Yield Equity Etf (HDEF) | 0.0 | $33k | 1.0k | 32.41 | |
| Ishares Core S&p 500 Etf (IVV) | 0.0 | $33k | 50.00 | 653.22 | |
| Ionq Inc Pipe (IONQ) | 0.0 | $29k | 1.0k | 28.83 | |
| Xtrackers Harvest Csi 300 China A-shares Etf (ASHR) | 0.0 | $26k | 809.00 | 32.64 | |
| Schlumberger (SLB) | 0.0 | $26k | 500.00 | 51.39 | |
| Arista Networks | 0.0 | $25k | 200.00 | 122.78 |
