Knuff & Co LLC

Est. AUM

$331.9M

13F long equity, this entity only

Positions

134

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	APPLE INC	COM	$40.0M	157489	12.04%	SOLE
2	MICROSOFT CORP	COM	$22.2M	59863	6.68%	SOLE
3	PROCTER & GAMBLE CO	COM	$18.9M	131026	5.70%	SOLE
4	NETFLIX INC.	COM	$16.7M	173500	5.03%	SOLE
5	CATERPILLAR INC	COM	$14.7M	20782	4.44%	SOLE
6	TAIWAN SEMICONDUCTOR MFG LTD	ADR	$12.5M	36858	3.75%	SOLE
7	ALPHABET INC CL C	COM	$11.7M	40801	3.53%	SOLE
8	EXXON MOBIL CORP	COM	$10.7M	62872	3.21%	SOLE
9	COSTCO WHOLESALE CORPORATION	COM	$10.5M	10523	3.16%	SOLE
10	MERCADOLIBRE INC	COM	$9.9M	5703	2.97%	SOLE
11	AMAZON COM INC	COM	$8.8M	42114	2.64%	SOLE
12	NOVO-NORDISK A S	ADR	$8.6M	235229	2.61%	SOLE
13	FORTINET INC	COM	$8.5M	103975	2.56%	SOLE
14	BROADCOM INC	COM	$7.6M	24561	2.29%	SOLE
15	NVIDIA CORPORATION	COM	$7.0M	40415	2.12%	SOLE
16	ALIBABA GROUP HLDG LTD	ADR	$7.0M	56138	2.12%	SOLE
17	BERKSHIRE HATHAWAY INC CL B	COM	$6.9M	14367	2.07%	SOLE
18	VERTEX PHARMACEUTICALS INC	COM	$6.2M	13981	1.88%	SOLE
19	MONSTER BEVERAGE CORP	COM	$5.4M	74077	1.62%	SOLE
20	SERVICENOW INC	COM	$4.2M	40514	1.28%	SOLE
21	EQUIFAX INC	COM	$4.1M	23000	1.25%	SOLE
22	CELSIUS HLDGS INC	COM	$4.1M	115066	1.23%	SOLE
23	ALPHABET INC CL A	COM	$3.8M	13360	1.16%	SOLE
24	ALBEMARLE CORP	COM	$3.8M	21000	1.14%	SOLE
25	MONGODB INC CL A	COM	$3.8M	15359	1.13%	SOLE
26	BOEING CO	COM	$3.6M	18061	1.08%	SOLE
27	THERMO FISHER SCIENTIFIC INC	COM	$3.6M	7306	1.08%	SOLE
28	NEXTERA ENERGY INC	COM	$3.2M	34785	0.97%	SOLE
29	CHEVRON CORPORATION	COM	$3.0M	14726	0.92%	SOLE
30	AMERICAN EXPRESS CO	COM	$3.0M	9950	0.91%	SOLE
31	GE AEROSPACE	COM	$2.9M	10099	0.86%	SOLE
32	HOME DEPOT INC	COM	$2.8M	8625	0.85%	SOLE
33	AFLAC INC	COM	$2.7M	24867	0.82%	SOLE
34	JOHNSON & JOHNSON	COM	$2.5M	10357	0.76%	SOLE
35	QXO INC	COM	$2.5M	128548	0.75%	SOLE
36	GILEAD SCIENCES INC	COM	$2.1M	14796	0.62%	SOLE
37	GE VERNOVA INC	COM	$2.0M	2283	0.60%	SOLE
38	ABBVIE INC	COM	$2.0M	8975	0.59%	SOLE
39	COLGATE PALMOLIVE CO	COM	$1.9M	22305	0.57%	SOLE
40	PFIZER INC	COM	$1.8M	63859	0.54%	SOLE
41	ORACLE CORP	COM	$1.7M	11872	0.53%	SOLE
42	VISA INC CL A	COM	$1.6M	5200	0.47%	SOLE
43	COCA COLA CO	COM	$1.5M	19300	0.44%	SOLE
44	PULTE GROUP INC	COM	$1.4M	11947	0.42%	SOLE
45	MERCK & CO INC	COM	$1.3M	11038	0.40%	SOLE
46	SCHWAB U.S. LARGE-CAP VALUE	ETF	$1.2M	39438	0.36%	SOLE
47	WELLS FARGO & CO	COM	$1.1M	14292	0.34%	SOLE
48	WASTE MGMT INC	COM	$1.1M	4921	0.34%	SOLE
49	DISNEY WALT CO	COM	$1.1M	11270	0.33%	SOLE
50	CUMMINS INC	COM	$1.1M	1965	0.32%	SOLE

1–50 of 134

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.