Knuff & Co Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$331.9M
Q ending 2026-03-31
Prior quarter
$339.3M
Q ending 2025-12-31
Change
-2.2% QoQ · +11.4% YoY
Positions
134
reported holdings
Largest positions
Top 100 of 134 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Apple Inc | AAPL | Shares | $40.0M | 157K |
| Microsoft Corp | MSFT | Shares | $22.2M | 60K |
| Procter & Gamble Co | PG | Shares | $18.9M | 131K |
| Netflix Inc. | NFLX | Shares | $16.7M | 174K |
| Caterpillar Inc | CAT | Shares | $14.7M | 21K |
| Taiwan Semiconductor Mfg Ltd | TSM | Shares | $12.5M | 37K |
| Alphabet Inc Cl C | GOOG | Shares | $11.7M | 41K |
| Exxon Mobil Corp | XOM | Shares | $10.7M | 63K |
| Costco Wholesale Corporation | COST | Shares | $10.5M | 11K |
| Mercadolibre Inc | MELI | Shares | $9.9M | 6K |
| Amazon Com Inc | AMZN | Shares | $8.8M | 42K |
| Novo-Nordisk A S | NVO | Shares | $8.6M | 235K |
| Fortinet Inc | FTNT | Shares | $8.5M | 104K |
| Broadcom Inc | AVGO | Shares | $7.6M | 25K |
| Nvidia Corporation | NVDA | Shares | $7.0M | 40K |
| Alibaba Group Hldg Ltd | BABA | Shares | $7.0M | 56K |
| Berkshire Hathaway Inc Cl B | BRK/B | Shares | $6.9M | 14K |
| Vertex Pharmaceuticals Inc | VRTX | Shares | $6.2M | 14K |
| Monster Beverage Corp | MNST | Shares | $5.4M | 74K |
| Servicenow Inc | NOW | Shares | $4.2M | 41K |
| Equifax Inc | EFX | Shares | $4.1M | 23K |
| Celsius Hldgs Inc | CELH | Shares | $4.1M | 115K |
| Alphabet Inc Cl A | GOOGL | Shares | $3.8M | 13K |
| Albemarle Corp | ALB | Shares | $3.8M | 21K |
| Mongodb Inc Cl A | MDB | Shares | $3.8M | 15K |
| Boeing Co | BA | Shares | $3.6M | 18K |
| Thermo Fisher Scientific Inc | TMO | Shares | $3.6M | 7K |
| Nextera Energy Inc | NEE | Shares | $3.2M | 35K |
| Chevron Corporation | CVX | Shares | $3.0M | 15K |
| American Express Co | AXP | Shares | $3.0M | 10K |
| Ge Aerospace | GE | Shares | $2.9M | 10K |
| Home Depot Inc | HD | Shares | $2.8M | 9K |
| Aflac Inc | AFL | Shares | $2.7M | 25K |
| Johnson & Johnson | JNJ | Shares | $2.5M | 10K |
| Qxo Inc | QXO | Shares | $2.5M | 129K |
| Gilead Sciences Inc | GILD | Shares | $2.1M | 15K |
| Ge Vernova Inc | GEV | Shares | $2.0M | 2K |
| Abbvie Inc | ABBV | Shares | $2.0M | 9K |
| Colgate Palmolive Co | CL | Shares | $1.9M | 22K |
| Pfizer Inc | PFE | Shares | $1.8M | 64K |
| Oracle Corp | ORCL | Shares | $1.7M | 12K |
| Visa Inc Cl A | V | Shares | $1.6M | 5K |
| Coca Cola Co | KO | Shares | $1.5M | 19K |
| Pulte Group Inc | PHM | Shares | $1.4M | 12K |
| Merck & Co Inc | MRK | Shares | $1.3M | 11K |
| Schwab U.S. Large-Cap Value | SCHV | Shares | $1.2M | 39K |
| Wells Fargo & Co | WFC | Shares | $1.1M | 14K |
| Waste Mgmt Inc | WM | Shares | $1.1M | 5K |
| Disney Walt Co | DIS | Shares | $1.1M | 11K |
| Cummins Inc | CMI | Shares | $1.1M | 2K |
| Bristol-Myers Squibb Co | BMY | Shares | $985K | 16K |
| Starbucks Corp | SBUX | Shares | $956K | 11K |
| Danaher Corp | DHR | Shares | $903K | 5K |
| Union Pac Corp | UNP | Shares | $864K | 4K |
| Mastercard Incorporated Cl A | MA | Shares | $824K | 2K |
| Amphenol Corp Cl A | APH | Shares | $708K | 6K |
| Spdr Gold Shares | GLD | Shares | $693K | 2K |
| Jpmorgan Chase & Co | JPM | Shares | $671K | 2K |
| Amgen Inc | AMGN | Shares | $633K | 2K |
| Cheniere Energy Inc | LNG | Shares | $627K | 2K |
| Veralto Corp | VLTO | Shares | $617K | 7K |
| Monolithic Pwr Sys Inc | MPWR | Shares | $601K | 550 |
| Qualcomm Inc | QCOM | Shares | $582K | 5K |
| Tjx Cos Inc | TJX | Shares | $527K | 3K |
| American Tower Corp | AMT | Shares | $513K | 3K |
| Ecolab Inc | ECL | Shares | $513K | 2K |
| Abbott Laboratories | ABT | Shares | $501K | 5K |
| Asml Hldg Nv | Shares | $486K | 368 | |
| Salesforce Inc | CRM | Shares | $469K | 3K |
| Emerson Elec Co | EMR | Shares | $445K | 3K |
| Pepsico Inc | PEP | Shares | $405K | 3K |
| Linde Plc | Shares | $381K | 768 | |
| Progressive Corp | PGR | Shares | $360K | 2K |
| General Dynamics Corp | GD | Shares | $343K | 1K |
| Vanguard California Tax-Exempt Bon | VTEC | Shares | $297K | 3K |
| Crowdstrike Hldgs Inc Cl A | CRWD | Shares | $290K | 743 |
| Ishares Core Msci Eafe | IEFA | Shares | $253K | 3K |
| Ge Healthcare Technologies Inc | GEHC | Shares | $250K | 4K |
| Wabtec | WAB | Shares | $250K | 1K |
| State Street Multi-Asset Real Retu | RLY | Shares | $244K | 7K |
| International Business Machs | IBM | Shares | $242K | 1K |
| Chipotle Mexican Grill Inc | CMG | Shares | $229K | 7K |
| Uber Technologies Inc | UBER | Shares | $216K | 3K |
| Fortune Brands Innovations Inc | FBIN | Shares | $207K | 5K |
| Eli Lilly & Co | LLY | Shares | $203K | 221 |
| Accenture Plc Class A | Shares | $198K | 1K | |
| Valero Energy Corp | VLO | Shares | $198K | 800 |
| Lowes Cos Inc | LOW | Shares | $189K | 800 |
| Duke Energy Corp | DUK | Shares | $178K | 1K |
| Vanguard S&P 500 | VOO | Shares | $177K | 296 |
| Eaton Corp Plc | Shares | $162K | 453 | |
| Enbridge Inc | ENB | Shares | $141K | 3K |
| Planet Labs Pbc | Shares | $140K | 5K | |
| Texas Instrs Inc | TXN | Shares | $136K | 700 |
| Marsh & Mclennan Cos Inc | MRSH | Shares | $135K | 780 |
| Vanguard Ftse Developed Markets | VEA | Shares | $133K | 2K |
| Nexgen Energy Ltd | NXE | Shares | $131K | 11K |
| Align Technology Inc | ALGN | Shares | $129K | 752 |
| Global X U.S. Infrastructure Devel | PAVE | Shares | $127K | 3K |
| Meta Platforms Inc Cl A | META | Shares | $120K | 210 |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.