Knuff & Co LLC Top Holdings and 13F Report (2026) About Knuff & Co LLCInvestment ActivityKnuff & Co LLC has $394.90 million in total holdings as of June 30, 2026.Knuff & Co LLC owns shares of 142 different stocks, but just 28 companies or ETFs make up 80% of its holdings.Approximately 12.83% of the portfolio was purchased this quarter.About 6.01% of the portfolio was sold this quarter.This quarter, Knuff & Co LLC has purchased 134 new stocks and bought additional shares in 40 stocks.Knuff & Co LLC sold shares of 30 stocks and completely divested from 20 stocks this quarter.Largest Holdings Apple $46,810,018Microsoft $24,167,843Caterpillar $21,811,282Procter & Gamble $18,527,377Taiwan Semiconductor Manufacturing $17,669,135 Largest New Holdings this Quarter 30233Q108 - EXXONMOBIL HOLDINGS CORP $8,602,696 Holding46429B655 - iShares Floating Rate Bond ETF $4,468,100 Holding43289P106 - Himax Technologies $3,819,210 Holding922907746 - Vanguard Tax-Exempt Bond ETF $2,126,889 Holding595017104 - Microchip Technology $524,400 Holding Largest Purchases this Quarter EXXONMOBIL HOLDINGS CORP 62,922 shares (about $8.60M)MercadoLibre 3,638 shares (about $6.18M)iShares Floating Rate Bond ETF 87,524 shares (about $4.47M)Himax Technologies 248,970 shares (about $3.82M)Alphabet 7,670 shares (about $2.71M) Largest Sales this Quarter Equifax 5,400 shares (about $857.09K)Walt Disney 8,140 shares (about $783.48K)Procter & Gamble 4,680 shares (about $686.28K)Alibaba Group 6,198 shares (about $594.88K)Schwab U.S. Large-Cap Value ETF 15,738 shares (about $547.85K) 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$46,810,018$1,239,038 â–²2.7%161,77111.9%TechnologyMSFTMicrosoft$24,167,843$2,008,866 â–²9.1%65,2906.1%TechnologyCATCaterpillar$21,811,282$319,470 â–¼-1.4%20,4825.5%IndustrialsPGProcter & Gamble$18,527,377$686,275 â–¼-3.6%126,3464.7%Consumer StaplesTSMTaiwan Semiconductor Manufacturing$17,669,135$66,860 â–²0.4%36,9984.5%TechnologyGOOGAlphabet$17,126,258$2,710,041 â–²18.8%48,4714.3%Communication ServicesFTNTFortinet$16,223,347$250,708 â–²1.6%105,6074.1%TechnologyMELIMercadoLibre$15,855,320$6,175,105 â–²63.8%9,3414.0%Consumer DiscretionaryNFLXNetflix$13,037,069$649,169 â–²5.2%182,5923.3%Communication ServicesNVONovo Nordisk A/S$11,638,681$361,803 â–²3.2%242,7762.9%HealthcareAMZNAmazon.com$10,477,426$439,976 â–²4.4%43,9602.7%Consumer DiscretionaryNVDANVIDIA$9,911,458$1,824,821 â–²22.6%49,5352.5%TechnologyCOSTCostco Wholesale$9,765,167$78,578 â–¼-0.8%10,4392.5%Consumer StaplesAVGOBroadcom$8,882,791$395,126 â–¼-4.3%23,5152.2%TechnologyEXXONMOBIL HOLDINGS CORP$8,602,696$8,602,696 â–²New Holding62,9222.2%COMMNSTMonster Beverage$7,938,743$818,462 â–²11.5%82,5922.0%Consumer StaplesBRK.BBerkshire Hathaway$7,211,621$22,518 â–²0.3%14,4121.8%FinanceVRTXVertex Pharmaceuticals$7,097,278$152,496 â–²2.2%14,2881.8%HealthcareNOWServiceNow$5,954,417$1,932,187 â–²48.0%59,9761.5%TechnologyCELHCelsius$4,845,811$1,476,678 â–²43.8%165,4991.2%Consumer StaplesMDBMongoDB$4,825,204$333,885 â–¼-6.5%14,3651.2%TechnologyBABAAlibaba Group$4,793,241$594,884 â–¼-11.0%49,9401.2%Consumer DiscretionaryGOOGLAlphabet$4,694,055$80,408 â–¼-1.7%13,1351.2%Communication ServicesFLOTiShares Floating Rate Bond ETF$4,468,100$4,468,100 â–²New Holding87,5241.1%ETFBABoeing$3,903,171$6,494 â–¼-0.2%18,0311.0%IndustrialsHIMXHimax Technologies$3,819,210$3,819,210 â–²New Holding248,9701.0%TechnologyGEGE Aerospace$3,774,3860.0%10,0991.0%IndustrialsAFLAflac$3,575,773$660,117 â–²22.6%30,4970.9%FinanceAXPAmerican Express$3,566,170$200,582 â–²6.0%10,5430.9%FinanceTMOThermo Fisher Scientific$3,526,065$136,871 â–¼-3.7%7,0330.9%HealthcareNEENextEra Energy$3,129,527$76,448 â–²2.5%35,6560.8%UtilitiesHDHome Depot$2,869,404$172,460 â–¼-5.7%8,1360.7%Consumer DiscretionaryALBAlbemarle$2,835,6300.0%21,0000.7%IndustrialsEFXEquifax$2,793,472$857,088 â–¼-23.5%17,6000.7%IndustrialsJNJJohnson & Johnson$2,786,778$156,444 â–²5.9%10,9730.7%HealthcareCVXChevron$2,701,391$260,409 â–²10.7%16,2970.7%EnergyGE VERNOVA INC$2,682,2050.0%2,2830.7%COMGILDGilead Sciences$2,228,764$359,437 â–²19.2%17,6410.6%HealthcareABBVAbbVie$2,152,780$105,689 â–¼-4.7%8,5550.5%HealthcareVTEBVanguard Tax-Exempt Bond ETF$2,126,889$2,126,889 â–²New Holding42,0500.5%ETFCLColgate-Palmolive$2,044,9220.0%22,3050.5%Consumer StaplesORCLOracle$1,739,8420.0%11,8720.4%TechnologyMRKMerck & Co., Inc.$1,675,383$257,000 â–²18.1%13,0380.4%HealthcareVVisa$1,645,803$138,265 â–¼-7.8%4,7970.4%FinanceKOCocaCola$1,568,5110.0%19,3000.4%Consumer StaplesPFEPfizer$1,537,7250.0%63,8590.4%HealthcareUNPUnion Pacific$1,444,320$476,000 â–²49.2%5,3100.4%IndustrialsCMICummins$1,401,4580.0%1,9650.4%IndustrialsDHRDanaher$1,230,882$323,816 â–²35.7%6,4620.3%HealthcareWFCWells Fargo & Company$1,181,0910.0%14,2920.3%FinanceJPMJPMorgan Chase & Co.$1,147,946$400,979 â–²53.7%3,5070.3%FinanceRLYSPDR SSgA Multi-Asset Real Return ETF$1,096,210$863,613 â–²371.3%31,7650.3%ETFMAMastercard$1,047,744$200,818 â–²23.7%2,0400.3%FinanceAPHAmphenol$1,000,616$13,224 â–²1.3%5,6750.3%TechnologyBMYBristol Myers Squibb$947,158$11,524 â–²1.2%16,4380.2%HealthcarePANWPalo Alto Networks$920,413$746,152 â–²428.2%2,6990.2%TechnologySBUXStarbucks$876,790$213,577 â–¼-19.6%8,5800.2%Consumer DiscretionarySCHVSchwab U.S. Large-Cap Value ETF$825,007$547,846 â–¼-39.9%23,7000.2%ETFCRWDCrowdStrike$805,876$238,863 â–²42.1%1,0560.2%TechnologyBEBloom Energy$774,004$512,168 â–²195.6%2,5570.2%IndustrialsQCOMQualcomm$765,770$69,296 â–¼-8.3%4,1440.2%TechnologyMPWRMonolithic Power Systems$758,916$1,382 â–¼-0.2%5490.2%TechnologyCHENIERE ENERGY INC$734,717$206,266 â–²39.0%3,0740.2%COMWMWaste Management$713,216$383,576 â–¼-35.0%3,2000.2%IndustrialsAMGNAmgen$651,8160.0%1,8000.2%HealthcareASMLASML$642,589$89,525 â–¼-12.2%3230.2%TechnologyVERALTO CORP$619,2520.0%6,9830.2%COMETNEaton$568,018$374,986 â–²194.3%1,3330.1%IndustrialsGLDSPDR Gold Shares$547,044$46,047 â–¼-7.8%1,4850.1%ETFMCHPMicrochip Technology$524,400$524,400 â–²New Holding5,7500.1%TechnologyEMREmerson Electric$486,7100.0%3,4000.1%IndustrialsTXNTexas Instruments$464,989$256,340 â–²122.9%1,5600.1%TechnologyTJXTJX Companies$463,590$36,360 â–¼-7.3%3,0600.1%Consumer DiscretionaryECLEcolab$447,169$90,548 â–¼-16.8%1,6050.1%MaterialsLINDE PLC$398,5460.0%7680.1%COMPGRProgressive$396,7050.0%1,8160.1%FinanceGDGeneral Dynamics$354,2400.0%1,0000.1%IndustrialsIONQIonQ$346,190$292,930 â–²550.0%6,5000.1%TechnologyMETAMeta Platforms$343,607$225,316 â–²190.5%6100.1%Communication ServicesMPLXMplx$309,815$309,815 â–²New Holding5,5000.1%EnergyDISWalt Disney$301,263$783,476 â–¼-72.2%3,1300.1%Communication ServicesARESAres Management$293,302$293,302 â–²New Holding2,6350.1%FinancePEPPepsiCo$285,423$67,700 â–¼-19.2%2,1080.1%Consumer StaplesCOPConocoPhillips$285,370$285,370 â–²New Holding2,7450.1%EnergyIBMInternational Business Machines$281,2100.0%1,0000.1%TechnologyIEFAiShares Core MSCI EAFE ETF$270,1340.0%2,7970.1%ETFWABWabtec$269,6000.0%1,0000.1%IndustrialsPLPlanet Labs PBC$261,727$261,727 â–²New Holding7,9000.1%IndustrialsOXYOccidental Petroleum$258,635$258,635 â–²New Holding5,3250.1%EnergyVANGUARD CALIFORNIA TAX-EXEMPT BOND$251,500$50,300 â–¼-16.7%2,5000.1%ETFMSMorgan Stanley$245,622$245,622 â–²New Holding1,1750.1%FinanceSCHWCharles Schwab$239,902$175,313 â–²271.4%2,6000.1%FinanceCMGChipotle Mexican Grill$232,220$11,050 â–¼-4.5%6,8300.1%Consumer DiscretionaryLLYEli Lilly and Company$229,091$35,983 â–¼-13.6%1910.1%HealthcareUBERUber Technologies$216,4800.0%3,0000.1%IndustrialsVLOValero Energy$208,3520.0%8000.1%EnergyVOOVanguard S&P 500 ETF$203,2960.0%2960.1%ETFAAgilent Technologies$202,566$202,566 â–²New Holding1,5250.1%HealthcareAZNCFAstraZeneca$199,101$199,101 â–²New Holding1,0500.1%HealthcareDUKDuke Energy$194,933$23,038 â–²13.4%1,5400.0%UtilitiesShowing largest 100 holdings. 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