Knuff & Co LLC Top Holdings and 13F Report (2025) About Knuff & Co LLCInvestment ActivityKnuff & Co LLC has $298.02 million in total holdings as of March 31, 2025.Knuff & Co LLC owns shares of 133 different stocks, but just 29 companies or ETFs make up 80% of its holdings.Approximately 4.46% of the portfolio was purchased this quarter.About 9.62% of the portfolio was sold this quarter.This quarter, Knuff & Co LLC has purchased 142 new stocks and bought additional shares in 32 stocks.Knuff & Co LLC sold shares of 53 stocks and completely divested from 23 stocks this quarter.Largest Holdings Apple $34,013,656Procter & Gamble $22,851,959Microsoft $22,069,122Netflix $16,139,297Fortinet $10,503,410 Largest New Holdings this Quarter 922908363 - Vanguard S&P 500 ETF $205,050 Holding74347G432 - ProShares UltraPro Short QQQ $153,360 Holding92343E102 - VeriSign $152,322 Holding922908736 - Vanguard Growth ETF $92,705 Holding921943858 - Vanguard FTSE Developed Markets ETF $80,616 Holding Largest Purchases this Quarter Novo Nordisk A/S 68,792 shares (about $4.78M)JD.com 28,094 shares (about $1.16M)Trade Desk 13,978 shares (about $712.92K)UnitedHealth Group 1,306 shares (about $684.02K)Alibaba Group 5,012 shares (about $662.74K) Largest Sales this Quarter Chipotle Mexican Grill 65,274 shares (about $3.28M)Apple 11,300 shares (about $2.51M)Amazon.com 7,050 shares (about $1.34M)QUALCOMM 6,658 shares (about $1.02M)Fortinet 10,435 shares (about $1.00M) Sector Allocation Over TimeMap of 500 Largest Holdings ofKnuff & Co LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$34,013,656$2,510,069 ▼-6.9%153,12511.4%Computer and TechnologyPGProcter & Gamble$22,851,959$524,553 ▼-2.2%134,0927.7%Consumer StaplesMSFTMicrosoft$22,069,122$426,067 ▼-1.9%58,7907.4%Computer and TechnologyNFLXNetflix$16,139,297$320,790 ▲2.0%17,3075.4%Consumer DiscretionaryFTNTFortinet$10,503,410$1,004,473 ▼-8.7%109,1153.5%Computer and TechnologyCOSTCostco Wholesale$9,753,829$41,614 ▼-0.4%10,3133.3%Retail/WholesaleMELIMercadoLibre$9,467,572$95,593 ▲1.0%4,8533.2%Retail/WholesaleBRK.BBerkshire Hathaway$8,732,714$540,569 ▲6.6%16,3972.9%FinanceXOMExxon Mobil$7,730,450$11,536 ▼-0.1%65,0002.6%EnergyCATCaterpillar$6,948,5560.0%21,0692.3%IndustrialsBABAAlibaba Group$6,767,002$662,737 ▲10.9%51,1762.3%Retail/WholesaleTTDTrade Desk$6,754,049$712,923 ▲11.8%132,4242.3%Computer and TechnologyAMZNAmazon.com$6,731,209$1,341,333 ▼-16.6%35,3792.3%Retail/WholesaleVRTXVertex Pharmaceuticals$6,702,637$56,239 ▼-0.8%13,8252.2%MedicalGOOGAlphabet$6,628,839$720,220 ▼-9.8%42,4302.2%Computer and TechnologyEFXEquifax$6,332,560$97,424 ▼-1.5%26,0002.1%Business ServicesNVONovo Nordisk A/S$5,823,655$4,776,916 ▲456.4%83,8662.0%MedicalNVDANVIDIA$5,280,274$327,850 ▼-5.8%48,7201.8%Computer and TechnologyAMTAmerican Tower$5,268,749$302,464 ▲6.1%24,2131.8%FinanceTMOThermo Fisher Scientific$5,089,453$33,339 ▼-0.7%10,2281.7%MedicalMNSTMonster Beverage$4,797,879$633,537 ▼-11.7%81,9871.6%Consumer StaplesTSMTaiwan Semiconductor Manufacturing$4,327,952$28,718 ▼-0.7%26,0721.5%Computer and TechnologyAVGOBroadcom$4,305,630$165,756 ▼-3.7%25,7161.4%Computer and TechnologyHDHome Depot$3,214,850$3,665 ▼-0.1%8,7721.1%Retail/WholesaleCVXChevron$3,179,848$384,432 ▲13.8%19,0081.1%EnergyBABoeing$3,028,968$64,809 ▼-2.1%17,7601.0%AerospaceAFLAflac$2,827,0060.0%25,4250.9%FinanceNEENextEra Energy$2,763,930$297,667 ▲12.1%38,9890.9%UtilitiesAXPAmerican Express$2,648,528$7,264 ▲0.3%9,8440.9%FinanceCLColgate-Palmolive$2,230,5290.0%23,8050.7%Consumer StaplesGEGE Aerospace$2,051,3370.0%10,2490.7%IndustrialsALBAlbemarle$1,986,384$91,321 ▼-4.4%27,5810.7%Basic MaterialsVVisa$1,983,604$18,925 ▼-0.9%5,6600.7%Business ServicesGOOGLAlphabet$1,924,649$42,251 ▼-2.1%12,4360.6%Computer and TechnologyMCHPMicrochip Technology$1,812,0830.0%37,4320.6%Computer and TechnologyABBVAbbVie$1,653,9510.0%7,8940.6%MedicalPFEPfizer$1,618,187$17,713 ▼-1.1%63,8590.5%MedicalIWRiShares Russell Mid-Cap ETF$1,414,969$184,772 ▲15.0%16,6330.5%ETFDISWalt Disney$1,390,486$590,325 ▼-29.8%14,0880.5%Consumer DiscretionaryGILDGilead Sciences$1,385,162$22,410 ▼-1.6%12,3620.5%MedicalKOCoca-Cola$1,382,266$4,727 ▼-0.3%19,3000.5%Consumer StaplesJDJD.com$1,366,006$1,155,225 ▲548.1%33,2200.5%Retail/WholesaleJNJJohnson & Johnson$1,319,589$238,312 ▼-15.3%7,9570.4%MedicalDHRDanaher$1,285,350$438,085 ▼-25.4%6,2700.4%MedicalQCOMQUALCOMM$1,234,717$1,022,735 ▼-45.3%8,0380.4%Computer and TechnologyABTAbbott Laboratories$1,228,604$3,316 ▼-0.3%9,2620.4%MedicalWFCWells Fargo & Company$1,198,3190.0%16,6920.4%FinanceMAMastercard$1,171,332$16,444 ▲1.4%2,1370.4%Business ServicesORCLOracle$1,153,7120.0%8,2520.4%Computer and TechnologySIRIUSXM HOLDINGS INC$1,112,190$22,545 ▲2.1%49,3320.4%COMSCHVSchwab U.S. Large-Cap Value ETF$1,106,320$5,343 ▼-0.5%41,6220.4%ETFMRKMerck & Co., Inc.$1,086,545$28,544 ▼-2.6%12,1050.4%MedicalFISFidelity National Information Services$1,038,052$37,340 ▼-3.5%13,9000.3%Business ServicesBMYBristol-Myers Squibb$947,663$262,257 ▲38.3%15,5380.3%MedicalNKENIKE$920,587$407,859 ▼-30.7%14,5020.3%Consumer DiscretionaryUNPUnion Pacific$908,107$389,796 ▼-30.0%3,8440.3%TransportationLLYEli Lilly and Company$904,371$161,878 ▲21.8%1,0950.3%MedicalGEHCGE HealthCare Technologies$829,376$12,107 ▲1.5%10,2760.3%MedicalSBUXStarbucks$808,262$6,376 ▲0.8%8,2400.3%Retail/WholesaleCRMSalesforce$787,637$1,342 ▼-0.2%2,9350.3%Computer and TechnologyUNHUnitedHealth Group$754,724$684,018 ▲967.4%1,4410.3%MedicalGE VERNOVA INC$681,6900.0%2,2330.2%COMCMICummins$661,985$31,657 ▼-4.6%2,1120.2%Auto/Tires/TrucksPHMPulteGroup$594,904$132,612 ▲28.7%5,7870.2%ConstructionPEPPepsiCo$594,362$403,788 ▼-40.5%3,9640.2%Consumer StaplesJPMJPMorgan Chase & Co.$581,116$13,246 ▲2.3%2,3690.2%FinanceFLOTiShares Floating Rate Bond ETF$555,679$144,727 ▲35.2%10,8850.2%ETFAMGNAmgen$536,8010.0%1,7230.2%MedicalVERALTO CORP$531,882$95,793 ▼-15.3%5,4580.2%COMPGRProgressive$513,9460.0%1,8160.2%FinanceSLBSchlumberger$512,970$115,577 ▲29.1%12,2720.2%EnergyWMWaste Management$500,756$269,246 ▲116.3%2,1630.2%Business ServicesSPYSPDR S&P 500 ETF Trust$481,0750.0%8600.2%FinanceCELHCelsius$459,142$391,998 ▲583.8%12,8900.2%Consumer StaplesCMGChipotle Mexican Grill$420,509$3,277,409 ▼-88.6%8,3750.1%Retail/WholesaleMPWRMonolithic Power Systems$386,847$411,206 ▼-51.5%6670.1%Computer and TechnologyZTSZoetis$385,2810.0%2,3400.1%MedicalGLDSPDR Gold Shares$384,6670.0%1,3350.1%FinanceUBERUber Technologies$364,300$287,797 ▼-44.1%5,0000.1%Computer and TechnologyADBEAdobe$351,313$75,939 ▼-17.8%9160.1%Computer and TechnologyDUKDuke Energy$347,858$169,294 ▲94.8%2,8520.1%UtilitiesNOWServiceNow$338,3600.0%4250.1%Computer and TechnologyFBINFortune Brands Innovations$328,874$116,890 ▼-26.2%5,4020.1%Retail/WholesaleIVViShares Core S&P 500 ETF$280,950$224,760 ▲400.0%5000.1%ETFGDGeneral Dynamics$272,5800.0%1,0000.1%AerospaceIEFAiShares Core MSCI EAFE ETF$266,893$55,300 ▲26.1%3,5280.1%ETFIBMInternational Business Machines$248,6600.0%1,0000.1%Computer and TechnologyQQQInvesco QQQ$234,460$612,410 ▼-72.3%5000.1%FinanceLOWLowe's Companies$229,732$4,665 ▼-2.0%9850.1%Retail/WholesaleVOOVanguard S&P 500 ETF$205,050$205,050 ▲New Holding3990.1%ETFWABWestinghouse Air Brake Technologies$181,3500.0%1,0000.1%TransportationMRNAModerna$174,069$64,156 ▲58.4%6,1400.1%MedicalTXNTexas Instruments$161,730$144,119 ▼-47.1%9000.1%Computer and TechnologySQQQProShares UltraPro Short QQQ$153,360$153,360 ▲New Holding4,0000.1%ETFVRSNVeriSign$152,322$152,322 ▲New Holding6000.1%Computer and TechnologyLINDE PLC$138,295$11,641 ▲9.2%2970.0%COMTJXTJX Companies$128,621$10,109 ▲8.5%1,0560.0%Retail/WholesaleADPAutomatic Data Processing$126,1840.0%4130.0%Business ServicesINTCIntel$102,195$90,840 ▼-47.1%4,5000.0%Computer and TechnologyENBEnbridge$99,7860.0%2,2520.0%EnergyShowing largest 100 holdings. 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