Knuff & Co LLC Top Holdings and 13F Report (2025) About Knuff & Co LLCInvestment ActivityKnuff & Co LLC has $317.59 million in total holdings as of June 30, 2025.Knuff & Co LLC owns shares of 122 different stocks, but just 26 companies or ETFs make up 80% of its holdings.Approximately 4.78% of the portfolio was purchased this quarter.About 7.58% of the portfolio was sold this quarter.This quarter, Knuff & Co LLC has purchased 133 new stocks and bought additional shares in 25 stocks.Knuff & Co LLC sold shares of 55 stocks and completely divested from 19 stocks this quarter.Largest Holdings Apple $30,102,542Microsoft $29,501,096Netflix $23,148,201Procter & Gamble $21,275,593MercadoLibre $11,502,586 Largest New Holdings this Quarter 539830109 - Lockheed Martin $276,958 Holding771195104 - Roche $255,158 Holding14040H105 - Capital One Financial $111,912 Holding37954Y673 - Global X U.S. Infrastructure Development ETF $108,950 Holding91913Y100 - Valero Energy $107,536 Holding Largest Purchases this Quarter Celsius 102,398 shares (about $4.68M)JD.com 126,731 shares (about $4.14M)Novo Nordisk A/S 44,053 shares (about $3.04M)VeriSign 2,628 shares (about $758.97K)Waste Management 2,126 shares (about $486.47K) Largest Sales this Quarter Thermo Fisher Scientific 3,559 shares (about $1.44M)Apple 6,405 shares (about $1.31M)MercadoLibre 452 shares (about $1.18M)NVIDIA 7,160 shares (about $1.13M)SIRIUSXM HOLDINGS INC 36,050 shares (about $828.07K) 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$30,102,542$1,314,114 ▼-4.2%146,7209.5%Computer and TechnologyMSFTMicrosoft$29,501,096$258,158 ▲0.9%59,3099.3%Computer and TechnologyNFLXNetflix$23,148,201$28,122 ▼-0.1%17,2867.3%Consumer DiscretionaryPGProcter & Gamble$21,275,593$87,945 ▼-0.4%133,5406.7%Consumer StaplesMELIMercadoLibre$11,502,586$1,181,361 ▼-9.3%4,4013.6%Retail/WholesaleFTNTFortinet$11,409,831$125,807 ▼-1.1%107,9253.6%Computer and TechnologyCOSTCostco Wholesale$10,229,050$19,799 ▲0.2%10,3333.2%Retail/WholesaleTTDTrade Desk$9,132,192$133,148 ▼-1.4%130,5212.9%Computer and TechnologyNVONovo Nordisk A/S$8,828,969$3,040,538 ▲52.5%127,9192.8%MedicalCATCaterpillar$7,985,091$194,105 ▼-2.4%20,5692.5%IndustrialsBRK.BBerkshire Hathaway$7,936,024$29,146 ▼-0.4%16,3372.5%FinanceAMZNAmazon.com$7,108,675$653,124 ▼-8.4%32,4022.2%Retail/WholesaleGOOGAlphabet$7,104,470$422,188 ▼-5.6%40,0502.2%Computer and TechnologyAVGOBroadcom$7,019,703$68,913 ▼-1.0%25,4662.2%Computer and TechnologyXOMExxon Mobil$6,786,333$220,667 ▼-3.1%62,9532.1%EnergyNVDANVIDIA$6,566,064$1,131,208 ▼-14.7%41,5602.1%Computer and TechnologyVRTXVertex Pharmaceuticals$6,231,019$76,129 ▲1.2%13,9962.0%MedicalEFXEquifax$6,095,195$648,425 ▼-9.6%23,5001.9%Business ServicesTSMTaiwan Semiconductor Manufacturing$6,010,365$105,318 ▲1.8%26,5371.9%Computer and TechnologyAMTAmerican Tower$5,500,967$149,410 ▲2.8%24,8891.7%FinanceCELHCelsius$5,273,642$4,684,012 ▲794.4%115,2881.7%Consumer StaplesJDJD.com$5,220,801$4,136,500 ▲381.5%159,9511.6%Retail/WholesaleMNSTMonster Beverage$5,021,348$114,318 ▼-2.2%80,1621.6%Consumer StaplesBABoeing$3,746,606$25,353 ▲0.7%17,8811.2%AerospaceHDHome Depot$3,201,134$15,032 ▼-0.5%8,7311.0%Retail/WholesaleAXPAmerican Express$3,140,0390.0%9,8441.0%FinanceTMOThermo Fisher Scientific$2,704,013$1,443,032 ▼-34.8%6,6690.9%MedicalAFLAflac$2,670,775$10,546 ▼-0.4%25,3250.8%FinanceGEGE Aerospace$2,573,643$64,348 ▼-2.4%9,9990.8%AerospaceMCHPMicrochip Technology$2,559,498$74,592 ▼-2.8%36,3720.8%Computer and TechnologyNEENextEra Energy$2,463,230$243,387 ▼-9.0%35,4830.8%UtilitiesGOOGLAlphabet$2,197,764$6,168 ▲0.3%12,4710.7%Computer and TechnologyCLColgate-Palmolive$2,163,8750.0%23,8050.7%Consumer StaplesCVXChevron$2,088,856$632,900 ▼-23.3%14,5880.7%EnergyVVisa$1,846,260$163,323 ▼-8.1%5,2000.6%Business ServicesORCLOracle$1,804,1350.0%8,2520.6%Computer and TechnologyDISWalt Disney$1,619,199$127,854 ▼-7.3%13,0570.5%Consumer DiscretionaryPFEPfizer$1,549,663$1,721 ▲0.1%63,9300.5%MedicalABBVAbbVie$1,407,000$58,285 ▼-4.0%7,5800.4%MedicalGILDGilead Sciences$1,370,5750.0%12,3620.4%MedicalKOCocaCola$1,365,4750.0%19,3000.4%Consumer StaplesWFCWells Fargo & Company$1,337,3630.0%16,6920.4%FinanceALBAlbemarle$1,316,070$412,431 ▼-23.9%21,0000.4%Basic MaterialsABTAbbott Laboratories$1,292,367$32,642 ▲2.6%9,5020.4%MedicalQCOMQUALCOMM$1,265,161$14,970 ▼-1.2%7,9440.4%Computer and TechnologyIWRiShares Russell Mid-Cap ETF$1,235,801$293,936 ▼-19.2%13,4370.4%ETFJNJJohnson & Johnson$1,215,4320.0%7,9570.4%MedicalDHRDanaher$1,211,908$26,668 ▼-2.2%6,1350.4%MedicalGE VERNOVA INC$1,181,5920.0%2,2330.4%COMFISFidelity National Information Services$1,131,5990.0%13,9000.4%Business ServicesSCHVSchwab U.S. Large-Cap Value ETF$1,124,461$27,227 ▼-2.4%40,6380.4%ETFWMWaste Management$981,409$486,471 ▲98.3%4,2890.3%Business ServicesVRSNVeriSign$932,246$758,966 ▲438.0%3,2280.3%Computer and TechnologyMRKMerck & Co., Inc.$925,222$33,010 ▼-3.4%11,6880.3%MedicalSBUXStarbucks$861,505$106,474 ▲14.1%9,4020.3%Retail/WholesaleUNPUnion Pacific$842,093$42,335 ▼-4.8%3,6600.3%TransportationMAMastercard$835,043$365,823 ▼-30.5%1,4860.3%Business ServicesCRMSalesforce$793,528$6,817 ▼-0.9%2,9100.2%Computer and TechnologyCMICummins$691,6800.0%2,1120.2%Auto/Tires/TrucksJPMJPMorgan Chase & Co.$686,7970.0%2,3690.2%FinanceBMYBristol Myers Squibb$641,024$78,230 ▼-10.9%13,8480.2%MedicalPHMPulteGroup$586,885$34,580 ▼-5.6%5,4650.2%ConstructionVERALTO CORP$533,319$17,666 ▼-3.2%5,2830.2%COMPEPPepsiCo$525,783$2,377 ▲0.5%3,9820.2%Consumer StaplesLLYEli Lilly and Company$508,254$345,332 ▼-40.5%6520.2%MedicalAMGNAmgen$502,578$21,499 ▲4.5%1,8000.2%MedicalPGRProgressive$484,6180.0%1,8160.2%FinanceGLDSPDR Gold Shares$483,156$76,208 ▲18.7%1,5850.2%FinanceNOWServiceNow$436,9340.0%4250.1%Computer and TechnologyMPWRMonolithic Power Systems$376,661$111,170 ▼-22.8%5150.1%Computer and TechnologyZTSZoetis$364,9230.0%2,3400.1%MedicalGEHCGE HealthCare Technologies$356,351$404,793 ▼-53.2%4,8110.1%MedicalDUKDuke Energy$337,244$708 ▲0.2%2,8580.1%UtilitiesSIRIUSXM HOLDINGS INC$305,088$828,070 ▼-73.1%13,2820.1%COMNKENIKE$300,144$730,078 ▼-70.9%4,2250.1%Consumer DiscretionaryIBMInternational Business Machines$294,7800.0%1,0000.1%Computer and TechnologyGDGeneral Dynamics$291,6600.0%1,0000.1%AerospaceADBEAdobe$280,488$73,894 ▼-20.9%7250.1%Computer and TechnologyUBERUber Technologies$279,900$186,600 ▼-40.0%3,0000.1%Computer and TechnologyLMTLockheed Martin$276,958$276,958 ▲New Holding5980.1%AerospaceFBINFortune Brands Innovations$273,977$4,118 ▼-1.5%5,3220.1%Retail/WholesaleRHHBYRoche$255,158$255,158 ▲New Holding6,2600.1%MedicalCMGChipotle Mexican Grill$245,656$224,600 ▼-47.8%4,3750.1%Retail/WholesaleIEFAiShares Core MSCI EAFE ETF$233,494$61,024 ▼-20.7%2,7970.1%ETFLOWLowe's Companies$210,555$7,987 ▼-3.7%9490.1%Retail/WholesaleWABWabtec$209,3500.0%1,0000.1%TransportationVOOVanguard S&P 500 ETF$206,195$20,449 ▼-9.0%3630.1%ETFTJXTJX Companies$190,669$60,263 ▲46.2%1,5440.1%Retail/WholesaleTXNTexas Instruments$145,334$41,524 ▼-22.2%7000.0%Computer and TechnologyLINDE PLC$141,692$2,346 ▲1.7%3020.0%COMADPAutomatic Data Processing$127,3690.0%4130.0%Computer and TechnologyCOFCapital One Financial$111,912$111,912 ▲New Holding5260.0%FinancePAVEGlobal X U.S. Infrastructure Development ETF$108,950$108,950 ▲New Holding2,5000.0%ETFVLOValero Energy$107,536$107,536 ▲New Holding8000.0%EnergyENBEnbridge$102,0610.0%2,2520.0%EnergySQQQProShares UltraPro Short QQQ$97,850$19,570 ▲25.0%5,0000.0%ETFECLEcolab$83,2570.0%3090.0%Basic MaterialsCMECME Group$82,686$42,997 ▲108.3%3000.0%FinanceXLKTechnology Select Sector SPDR Fund$82,3000.0%3250.0%ETFTTTrane Technologies$73,0470.0%1670.0%ConstructionShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
MarketBeat All Access