Knuff & Co LLC

Knuff & Co LLC reported 142 holdings worth US$395M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 10, 2026

Knuff & Co LLC reported 142 holdings worth US$395M as of Jun 30, 2026. Largest: Apple Inc, Microsoft Corp. and Alphabet Inc (google) Class C. Filed Aug 10, 2026 (Form 13F).

Holdings
142
Value as reported
US$395M

The filing in full

CompanySharesValue as reported% of portfolio
Apple Inc162KUS$46.8M11.9%
Microsoft Corp.65,290US$24.2M6.1%
Alphabet Inc (google) Class C61,058US$21.8M5.5%
Caterpillar, Inc.20,482US$21.8M5.5%
Procter & Gamble Company (the)126KUS$18.5M4.7%
Taiwan Semiconductor Manufacturing Co., Ltd.36,998US$17.7M4.5%
Fortinet, Inc.106KUS$16.2M4.1%
Mercadolibre, Inc.9,341US$15.9M4.0%
Netflix, Inc.183KUS$13M3.3%
Novo Nordisk A/s Class B243KUS$11.6M2.9%
Amazon.com, Inc.43,960US$10.5M2.7%
Nvidia Corporation49,535US$9.91M2.5%
Costco Wholesale Corporation10,439US$9.77M2.5%
Broadcom Inc.23,515US$8.88M2.2%
Monster Beverage Corporation82,592US$7.94M2.0%
Berkshire Hathaway Inc.14,412US$7.21M1.8%
Vertex Pharmaceuticals Incorporated14,288US$7.1M1.8%
Servicenow, Inc.59,976US$5.95M1.5%
Celsius Holdings, Inc.165KUS$4.85M1.2%
Mongodb, Inc.14,365US$4.83M1.2%
Boeing Company (the)18,031US$3.9M0.99%
Ge Aerospace10,099US$3.77M0.96%
Aflac Incorporated30,497US$3.58M0.91%
American Express Company10,543US$3.57M0.90%
Thermo Fisher Scientific Inc7,033US$3.53M0.89%
Nextera Energy, Inc.35,656US$3.13M0.79%
Home Depot, Inc. (the)8,136US$2.87M0.73%
Albemarle Corporation21,000US$2.84M0.72%
Equifax, Inc.17,600US$2.79M0.71%
Johnson & Johnson10,973US$2.79M0.71%
Chevron Corporation16,297US$2.7M0.68%
Ge Vernova Inc.2,283US$2.68M0.68%
Gilead Sciences, Inc.17,641US$2.23M0.56%
Abbvie Inc.8,555US$2.15M0.55%
Colgate-palmolive Company22,305US$2.04M0.52%
Oracle Corporation11,872US$1.74M0.44%
Merck & Company, Inc.13,038US$1.68M0.42%
Visa Inc.4,797US$1.65M0.42%
Coca-cola Company (the)19,300US$1.57M0.40%
Pfizer, Inc.63,859US$1.54M0.39%
Union Pacific Corporation5,310US$1.44M0.37%
Cummins Inc.1,965US$1.4M0.35%
Danaher Corporation6,462US$1.23M0.31%
Wells Fargo & Company14,292US$1.18M0.30%
Jp Morgan Chase & Co.3,507US$1.15M0.29%
Mastercard Incorporated2,040US$1.05M0.27%
Amphenol Corporation5,675US$1M0.25%
Bristol-myers Squibb Company16,438US$947K0.24%
Palo Alto Networks, Inc.2,699US$920K0.23%
Starbucks Corporation8,580US$877K0.22%
Crowdstrike Holdings, Inc.1,056US$806K0.20%
Bloom Energy Corporation2,557US$774K0.20%
Qualcomm Incorporated4,144US$766K0.19%
Monolithic Power Systems, Inc.549US$759K0.19%
Cheniere Energy, Inc.3,074US$735K0.19%
Waste Management, Inc.3,200US$713K0.18%
Amgen Inc.1,800US$652K0.17%
Asml Holding Nv323US$643K0.16%
Veralto Corp6,983US$619K0.16%
Microchip Technology Incorporated5,750US$524K0.13%
Emerson Electric Company3,400US$487K0.12%
Texas Instruments Incorporated1,560US$465K0.12%
Tjx Companies, Inc. (the)3,060US$464K0.12%
Ecolab Inc.1,605US$447K0.11%
Progressive Corporation (the)1,816US$397K0.10%
General Dynamics Corporation1,000US$354K0.09%
Ionq, Inc.6,500US$346K0.09%
Meta Platforms, Inc.610US$344K0.09%
Mplx Lp5,500US$310K0.08%
Walt Disney Company (the)3,130US$301K0.08%
Ares Management Corporation2,635US$293K0.07%
Pepsico, Inc.2,108US$285K0.07%
Conocophillips2,745US$285K0.07%
International Business Machines Corporation1,000US$281K0.07%
Westinghouse Air Brake Technologies Corporation1,000US$270K0.07%
Planet Labs Pbc7,900US$262K0.07%
Occidental Petroleum Corporation5,325US$259K0.07%
Morgan Stanley1,175US$246K0.06%
Charles Schwab Corporation (the)2,600US$240K0.06%
Chipotle Mexican Grill, Inc.6,830US$232K0.06%
Eli Lilly And Company191US$229K0.06%
Uber Technologies, Inc.3,000US$216K0.05%
Valero Energy Corporation800US$208K0.05%
Agilent Technologies, Inc.1,525US$203K0.05%
Duke Energy Corporation (holding Company)1,540US$195K0.05%
Jabil Inc.500US$193K0.05%
Northrop Grumman Corporation350US$178K0.05%
Lowe's Companies, Inc.800US$176K0.04%
United Rentals, Inc.150US$170K0.04%
Stryker Corporation520US$164K0.04%
Nisource Inc3,152US$150K0.04%
Enbridge Inc.2,600US$141K0.04%
Walmart Inc.1,215US$138K0.03%
American Tower Corporation (reit)800US$131K0.03%
Arista Networks, Inc.685US$116K0.03%
Arthur J. Gallagher & Co.500US$115K0.03%
Nexgen Energy Ltd.11,250US$106K0.03%
Oklo Inc.1,750US$91,5780.02%
Ebay Inc.700US$78,2250.02%
Philip Morris International Inc400US$72,3640.02%

Every holding of Knuff & Co LLC

Source

View original at SEC

Related