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Knuff & Co LLC 13F holdings

Filed 2026-08-10 · Knuff & Co LLC · 142 positions · $394.9M

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TickerCompanySharesValue% of portfolio
AAPLAPPLE INC161.8K$46.8M11.9%
MSFTMICROSOFT CORP65.3K$24.2M6.1%
CATCATERPILLAR INC20.5K$21.8M5.5%
PGPROCTER & GAMBLE CO126.3K$18.5M4.7%
TSMTAIWAN SEMICONDUCTOR MANUFACTURING LTD37.0K$17.7M4.5%
GOOGALPHABET INC CAP STK CL C48.5K$17.1M4.3%
FTNTFORTINET INC105.6K$16.2M4.1%
MELIMERCADOLIBRE INC9.3K$15.9M4.0%
NFLXNETFLIX INC.182.6K$13.0M3.3%
NVONOVO-NORDISK A S242.8K$11.6M2.9%
AMZNAMAZON COM INC44.0K$10.5M2.7%
NVDANVIDIA CORPORATION49.5K$9.9M2.5%
COSTCOSTCO WHOLESALE CORPORATION10.4K$9.8M2.5%
AVGOBROADCOM INC23.5K$8.9M2.2%
XOMEXXONMOBIL HOLDINGS CORP62.9K$8.6M2.2%
MNSTMONSTER BEVERAGE CORP82.6K$7.9M2.0%
BRK-BBERKSHIRE HATHAWAY INC CL B14.4K$7.2M1.8%
VRTXVERTEX PHARMACEUTICALS INC14.3K$7.1M1.8%
NOWSERVICENOW INC60.0K$6.0M1.5%
CELHCELSIUS HLDGS INC165.5K$4.8M1.2%
MDBMONGODB INC CL A14.4K$4.8M1.2%
BABAALIBABA GROUP HLDG LTD49.9K$4.8M1.2%
GOOGLALPHABET INC CAP STK CL A13.1K$4.7M1.2%
FLOTISHARES FLOATING RATE BOND87.5K$4.5M1.1%
BABOEING CO18.0K$3.9M1.0%
HIMXHIMAX TECHNOLOGIES INC249.0K$3.8M1.0%
GEGE AEROSPACE10.1K$3.8M1.0%
AFLAFLAC INC30.5K$3.6M0.9%
AXPAMERICAN EXPRESS CO10.5K$3.6M0.9%
TMOTHERMO FISHER SCIENTIFIC INC7.0K$3.5M0.9%
NEENEXTERA ENERGY INC35.7K$3.1M0.8%
HDHOME DEPOT INC8.1K$2.9M0.7%
ALBALBEMARLE CORP21.0K$2.8M0.7%
EFXEQUIFAX INC17.6K$2.8M0.7%
JNJJOHNSON & JOHNSON11.0K$2.8M0.7%
CVXCHEVRON CORPORATION16.3K$2.7M0.7%
GEVGE VERNOVA INC2.3K$2.7M0.7%
GILDGILEAD SCIENCES INC17.6K$2.2M0.6%
ABBVABBVIE INC8.6K$2.2M0.5%
VTEBVANGUARD TAX-EXEMPT BOND42.0K$2.1M0.5%
CLCOLGATE PALMOLIVE CO22.3K$2.0M0.5%
ORCLORACLE CORP11.9K$1.7M0.4%
MRKMERCK & CO INC13.0K$1.7M0.4%
VVISA INC CL A4.8K$1.6M0.4%
KOCOCA COLA CO19.3K$1.6M0.4%
PFEPFIZER INC63.9K$1.5M0.4%
UNPUNION PAC CORP5.3K$1.4M0.4%
CMICUMMINS INC2.0K$1.4M0.4%
DHRDANAHER CORP6.5K$1.2M0.3%
WFCWELLS FARGO & CO14.3K$1.2M0.3%
JPMJPMORGAN CHASE & CO3.5K$1.1M0.3%
RLYSTATE STREET MULTI-ASSET REAL RETURN31.8K$1.1M0.3%
MAMASTERCARD INCORPORATED CL A2.0K$1.0M0.3%
APHAMPHENOL CORP CL A5.7K$1.0M0.3%
BMYBRISTOL-MYERS SQUIBB CO16.4K$947,1580.2%
PANWPALO ALTO NETWORKS INC2.7K$920,4130.2%
SBUXSTARBUCKS CORP8.6K$876,7900.2%
SCHVSCHWAB U.S. LARGE-CAP VALUE23.7K$825,0070.2%
CRWDCROWDSTRIKE HLDGS INC CL A1.1K$805,8760.2%
BEBLOOM ENERGY CORP CL A2.6K$774,0040.2%
Top Fund Holdings
13F
Top Fund Holdings

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