Knuff & Co LLC Top Holdings and 13F Report (2026) About Knuff & Co LLCInvestment ActivityKnuff & Co LLC has $331.86 million in total holdings as of March 31, 2026.Knuff & Co LLC owns shares of 134 different stocks, but just 28 companies or ETFs make up 80% of its holdings.Approximately 6.22% of the portfolio was purchased this quarter.About 3.82% of the portfolio was sold this quarter.This quarter, Knuff & Co LLC has purchased 129 new stocks and bought additional shares in 34 stocks.Knuff & Co LLC sold shares of 43 stocks and completely divested from 13 stocks this quarter.Largest Holdings Apple $39,969,100Microsoft $22,159,364Procter & Gamble $18,925,395Netflix $16,682,025Caterpillar $14,723,216 Largest New Holdings this Quarter 032095101 - Amphenol $707,560 Holding16411R208 - CHENIERE ENERGY INC $627,393 Holding291011104 - Emerson Electric $445,468 Holding22788C105 - CrowdStrike $290,075 Holding78467V103 - SPDR SSgA Multi-Asset Real Return ETF $243,651 Holding Largest Purchases this Quarter ServiceNow 34,774 shares (about $3.64M)Taiwan Semiconductor Manufacturing 9,130 shares (about $3.09M)QXO INC 124,623 shares (about $2.42M)Novo Nordisk A/S 63,479 shares (about $2.33M)MercadoLibre 726 shares (about $1.26M) Largest Sales this Quarter American Tower 14,835 shares (about $2.56M)Berkshire Hathaway 2,546 shares (about $1.22M)Amazon.com 3,702 shares (about $771.02K)Celsius 12,815 shares (about $454.68K)Thermo Fisher Scientific 832 shares (about $408.95K) 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$39,969,100$343,124 â–¼-0.9%157,48912.0%Computer and TechnologyMSFTMicrosoft$22,159,364$94,763 â–²0.4%59,8636.7%Computer and TechnologyPGProcter & Gamble$18,925,395$349,689 â–¼-1.8%131,0265.7%Consumer StaplesNFLXNetflix$16,682,025$689,780 â–²4.3%173,5005.0%Consumer DiscretionaryCATCaterpillar$14,723,216$150,902 â–²1.0%20,7824.4%IndustrialsTSMTaiwan Semiconductor Manufacturing$12,456,161$3,085,483 â–²32.9%36,8583.8%Computer and TechnologyGOOGAlphabet$11,704,175$94,090 â–²0.8%40,8013.5%Computer and TechnologyXOMExxonMobil$10,666,864$7,635 â–¼-0.1%62,8723.2%EnergyCOSTCostco Wholesale$10,485,216$92,666 â–¼-0.9%10,5233.2%Retail/WholesaleMELIMercadoLibre$9,860,601$1,255,269 â–²14.6%5,7033.0%Retail/WholesaleAMZNAmazon.com$8,771,083$771,016 â–¼-8.1%42,1142.6%Retail/WholesaleNVONovo Nordisk A/S$8,644,666$2,332,853 â–²37.0%235,2292.6%MedicalFTNTFortinet$8,496,837$108,279 â–¼-1.3%103,9752.6%Computer and TechnologyAVGOBroadcom$7,601,875$173,945 â–¼-2.2%24,5612.3%Computer and TechnologyNVDANVIDIA$7,048,376$131,672 â–¼-1.8%40,4152.1%Computer and TechnologyBABAAlibaba Group$7,043,073$83,055 â–¼-1.2%56,1382.1%Retail/WholesaleBRK.BBerkshire Hathaway$6,884,666$1,220,043 â–¼-15.1%14,3672.1%FinanceVRTXVertex Pharmaceuticals$6,243,076$96,453 â–¼-1.5%13,9811.9%MedicalMNSTMonster Beverage$5,367,619$115,936 â–²2.2%74,0771.6%Consumer StaplesNOWServiceNow$4,235,739$3,635,622 â–²605.8%40,5141.3%Computer and TechnologyEFXEquifax$4,141,610$90,035 â–¼-2.1%23,0001.2%Business ServicesCELHCelsius$4,082,542$454,676 â–¼-10.0%115,0661.2%Consumer StaplesGOOGLAlphabet$3,841,802$200,142 â–²5.5%13,3601.2%Computer and TechnologyALBAlbemarle$3,770,1300.0%21,0001.1%Basic MaterialsMDBMongoDB$3,759,422$290,787 â–²8.4%15,3591.1%Computer and TechnologyBABoeing$3,594,6810.0%18,0611.1%AerospaceTMOThermo Fisher Scientific$3,591,118$408,953 â–¼-10.2%7,3061.1%MedicalNEENextEra Energy$3,230,831$27,864 â–²0.9%34,7851.0%UtilitiesCVXChevron$3,046,809$41,380 â–²1.4%14,7260.9%EnergyAXPAmerican Express$3,009,6760.0%9,9500.9%FinanceGEGE Aerospace$2,865,859$2,554 â–²0.1%10,0990.9%AerospaceHDHome Depot$2,836,676$37,822 â–¼-1.3%8,6250.9%Retail/WholesaleAFLAflac$2,728,1590.0%24,8670.8%FinanceJNJJohnson & Johnson$2,531,631$515,761 â–²25.6%10,3570.8%MedicalQXO INC$2,496,402$2,420,179 â–²3,175.1%128,5480.8%COMGILDGilead Sciences$2,062,119$55,748 â–²2.8%14,7960.6%MedicalGE VERNOVA INC$1,992,831$24,441 â–²1.2%2,2830.6%COMABBVAbbVie$1,951,973$304,486 â–²18.5%8,9750.6%MedicalCLColgate-Palmolive$1,901,0550.0%22,3050.6%Consumer StaplesPFEPfizer$1,793,1610.0%63,8590.5%MedicalORCLOracle$1,746,490$532,538 â–²43.9%11,8720.5%Computer and TechnologyVVisa$1,571,6480.0%5,2000.5%Business ServicesKOCocaCola$1,467,7650.0%19,3000.4%Consumer StaplesPHMPulteGroup$1,405,087$162,655 â–¼-10.4%11,9470.4%ConstructionMRKMerck & Co., Inc.$1,327,7610.0%11,0380.4%MedicalSCHVSchwab U.S. Large-Cap Value ETF$1,202,868$30,500 â–¼-2.5%39,4380.4%ETFWFCWells Fargo & Company$1,137,786$191,064 â–¼-14.4%14,2920.3%FinanceWMWaste Management$1,130,797$185,900 â–¼-14.1%4,9210.3%Business ServicesDISWalt Disney$1,086,203$172,231 â–¼-13.7%11,2700.3%Consumer DiscretionaryCMICummins$1,057,2090.0%1,9650.3%Auto/Tires/TrucksBMYBristol Myers Squibb$984,835$321,445 â–²48.5%16,2380.3%MedicalSBUXStarbucks$955,925$20,158 â–²2.2%10,6700.3%Retail/WholesaleDHRDanaher$902,875$20,287 â–¼-2.2%4,7620.3%MedicalUNPUnion Pacific$863,727$24,262 â–¼-2.7%3,5600.3%TransportationMAMastercard$823,939$81,445 â–²11.0%1,6490.2%Business ServicesAPHAmphenol$707,560$707,560 â–²New Holding5,6000.2%Computer and TechnologyGLDSPDR Gold Shares$692,767$53,786 â–¼-7.2%1,6100.2%FinanceJPMJPMorgan Chase & Co.$671,273$25,592 â–¼-3.7%2,2820.2%FinanceAMGNAmgen$633,3300.0%1,8000.2%MedicalCHENIERE ENERGY INC$627,393$627,393 â–²New Holding2,2110.2%COMVERALTO CORP$617,437$150,314 â–²32.2%6,9830.2%COMMPWRMonolithic Power Systems$601,3430.0%5500.2%Computer and TechnologyQCOMQualcomm$581,957$389,560 â–¼-40.1%4,5190.2%Computer and TechnologyTJXTJX Companies$527,0100.0%3,3000.2%Retail/WholesaleAMTAmerican Tower$513,426$2,560,227 â–¼-83.3%2,9750.2%FinanceECLEcolab$513,419$408,341 â–²388.6%1,9300.2%Basic MaterialsABTAbbott Laboratories$500,516$152,670 â–¼-23.4%4,8750.2%MedicalASMLASML$486,065$33,021 â–¼-6.4%3680.1%Computer and TechnologyCRMSalesforce$469,475$65,148 â–¼-12.2%2,5150.1%Computer and TechnologyEMREmerson Electric$445,468$445,468 â–²New Holding3,4000.1%IndustrialsPEPPepsiCo$404,996$45,655 â–¼-10.1%2,6080.1%Consumer StaplesLINDE PLC$380,744$95,682 â–²33.6%7680.1%COMPGRProgressive$360,0040.0%1,8160.1%FinanceGDGeneral Dynamics$343,2200.0%1,0000.1%AerospaceVANGUARD CALIFORNIA TAX-EXEMPT BOND$297,240$217,976 â–²275.0%3,0000.1%ETFCRWDCrowdStrike$290,075$290,075 â–²New Holding7430.1%Computer and TechnologyIEFAiShares Core MSCI EAFE ETF$253,2120.0%2,7970.1%ETFGEHCGE HealthCare Technologies$249,913$108,905 â–¼-30.4%3,5110.1%MedicalWABWabtec$249,910$750 â–¼-0.3%1,0000.1%TransportationRLYSPDR SSgA Multi-Asset Real Return ETF$243,651$243,651 â–²New Holding6,7400.1%ETFIBMInternational Business Machines$242,3900.0%1,0000.1%Computer and TechnologyCMGChipotle Mexican Grill$229,032$88,028 â–²62.4%7,1550.1%Retail/WholesaleUBERUber Technologies$215,7900.0%3,0000.1%Computer and TechnologyFBINFortune Brands Innovations$207,3980.0%5,3220.1%Retail/WholesaleLLYEli Lilly and Company$203,269$59,785 â–¼-22.7%2210.1%MedicalACNAccenture$198,290$198,290 â–²New Holding1,0000.1%Computer and TechnologyVLOValero Energy$197,6640.0%8000.1%EnergyLOWLowe's Companies$189,024$35,206 â–¼-15.7%8000.1%Retail/WholesaleDUKDuke Energy$177,817$196,411 â–¼-52.5%1,3580.1%UtilitiesVOOVanguard S&P 500 ETF$176,875$40,036 â–¼-18.5%2960.1%ETFETNEaton$162,025$1,073 â–¼-0.7%4530.0%IndustrialsENBEnbridge$140,764$18,841 â–²15.5%2,6000.0%EnergyPLANET LABS PBC$139,7500.0%5,0000.0%COMTXNTexas Instruments$135,8980.0%7000.0%Computer and TechnologyMARSH & MCLENNAN COS INC$135,291$135,291 â–²New Holding7800.0%COMVEAVanguard FTSE Developed Markets ETF$133,335$102,708 â–²335.4%2,0810.0%ETFNXENexGen Energy$130,5000.0%11,2500.0%Basic MaterialsALGNAlign Technology$128,915$8,571 â–¼-6.2%7520.0%MedicalPAVEGlobal X U.S. Infrastructure Development ETF$127,0250.0%2,5000.0%ETFMETAMeta Platforms$120,147$8,582 â–¼-6.7%2100.0%Computer and TechnologyShowing largest 100 holdings. 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