Knuff--Co

AI_NATIVE detailed information: This accession holds the following tickers:[
  "MPWR",
  "ACN",
  "ABT",
  "ABBV",
  "ADBE",
  "BABA",
  "GOOGL",
  "AXP",
  "ASML",
  "CAT",
  "AVGO",
  "LOW",
  "CMI",
  "DUK",
  "EBAY",
  "GD",
  "GILD",
  "HON",
  "HD",
  "FBIN",
  "UNP",
  "QCOM",
  "ICE",
  "IJH",
  "LIN",
  "MMC",
  "MA",
  "MSFT",
  "FIS",
  "GE",
  "ORLY",
  "ORCL",
  "PEP",
  "PGR",
  "IEMG",
  "IVV",
  "PHM",
  "UNH",
  "AAPL",
  "SPY",
  null,
  "ECL",
  "NVDA",
  "ENB",
  "INTC",
  "GEHC",
  "PFE",
  "PG",
  "MRK",
  "AMGN",
  "IEFA",
  "NOW",
  "SLB",
  "GLD",
  null,
  "AMT",
  "IBM",
  "SYK",
  "SBUX",
  "TXN",
  "TMO",
  "TJX",
  "UBER",
  null,
  "MRNA",
  "SCHW",
  "MNST",
  null,
  "VIG",
  "TSM",
  null,
  "VRTX",
  "TT",
  "ALB",
  "AFL",
  "FI",
  "CPAY",
  "WAB",
  "WM",
  "FTNT",
  "IWR",
  "EFX",
  "NVO",
  "AMZN",
  "TTWO",
  "IVE",
  "SIRI",
  null,
  "VUG",
  "VEA",
  "VOO",
  "VLTO",
  "VRSN",
  "V",
  "WFC",
  "JD",
  "TTD",
  "SJM",
  "TRMB",
  "CRM",
  "IXUS",
  "GEV",
  "MELI",
  null,
  "ADP",
  "BRK-B",
  "BA",
  "BMY",
  "CELH",
  "CVX",
  "CMG",
  "CME",
  "KO",
  "CL",
  "COST",
  "DHR",
  "ADI",
  "NEE",
  "NKE",
  "QQQ",
  "DIS",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "NFLX",
  "PM",
  "XLK",
  "MCHP",
  "VTI",
  "JPM",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-13
Total Holdings: 133
Total Value: 291324592
Accession Number: 0001768089-25-000004
Form Type: 13F-HR
CIK: knuff--co
Manager Name: Knuff--Co

Data Enrichment

95% identified

126 identified7 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

133 positions • $291.3M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

TSM|874039100

Shares:26.1K

Value:$4.3M

% of Portfolio:1.5% ($4.3M/$291.3M)

Broadcom Inc.

AVGO|11135F101

Shares:25.7K

Value:$4.3M

% of Portfolio:1.5% ($4.3M/$291.3M)

HOME DEPOT, INC.

HD|437076102

Shares:8.8K

Value:$3.2M

% of Portfolio:1.1% ($3.2M/$291.3M)

CHEVRON CORP

CVX|166764100

Shares:19.0K

Value:$3.2M

% of Portfolio:1.1% ($3.2M/$291.3M)

BOEING CO

BA|097023105

Shares:17.8K

Value:$3.0M

% of Portfolio:1.0% ($3.0M/$291.3M)

AFLAC INC

AFL|001055102

Shares:25.4K

Value:$2.8M

% of Portfolio:1.0% ($2.8M/$291.3M)

NEXTERA ENERGY INC

NEE|65339F101

Shares:39.0K

Value:$2.8M

% of Portfolio:0.9% ($2.8M/$291.3M)

AMERICAN EXPRESS CO

AXP|025816109

Shares:9.8K

Value:$2.6M

% of Portfolio:0.9% ($2.6M/$291.3M)

COLGATE PALMOLIVE CO

CL|194162103

Shares:23.8K

Value:$2.2M

% of Portfolio:0.8% ($2.2M/$291.3M)

GENERAL ELECTRIC CO

GE|369604301

Shares:10.2K

Value:$2.1M

% of Portfolio:0.7% ($2.1M/$291.3M)

ALBEMARLE CORP

ALB|012653101

Shares:27.6K

Value:$2.0M

% of Portfolio:0.7% ($2.0M/$291.3M)

VISA INC.

V|92826C839

Shares:5.7K

Value:$2.0M

% of Portfolio:0.7% ($2.0M/$291.3M)

Alphabet Inc.

GOOGL|02079K305

Shares:12.4K

Value:$1.9M

% of Portfolio:0.7% ($1.9M/$291.3M)

MICROCHIP TECHNOLOGY INC

MCHP|595017104

Shares:37.4K

Value:$1.8M

% of Portfolio:0.6% ($1.8M/$291.3M)

AbbVie Inc.

ABBV|00287Y109

Shares:7.9K

Value:$1.7M

% of Portfolio:0.6% ($1.7M/$291.3M)

PFIZER INC

PFE|717081103

Shares:63.9K

Value:$1.6M

% of Portfolio:0.6% ($1.6M/$291.3M)

464287499

IWR|464287499

Shares:16.6K

Value:$1.4M

% of Portfolio:0.5% ($1.4M/$291.3M)

Walt Disney Co

DIS|254687106

Shares:14.1K

Value:$1.4M

% of Portfolio:0.5% ($1.4M/$291.3M)

GILEAD SCIENCES, INC.

GILD|375558103

Shares:12.4K

Value:$1.4M

% of Portfolio:0.5% ($1.4M/$291.3M)

COCA COLA CO

KO|191216100

Shares:19.3K

Value:$1.4M

% of Portfolio:0.5% ($1.4M/$291.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD(TSMcusip874039100)	26.1K	QoQ -0.65% (-173) YoY -0.11% (-30)	All Managers (Combined)	$4.3M	1.5% ($4.3M/$291.3M)	QoQ -16.49% (-$855.2K) YoY +21.87% (-$776.8K)
Broadcom Inc.(AVGOcusip11135F101)	25.7K	QoQ -3.70% (-990) YoY +854.92% (+23.0K)	All Managers (Combined)	$4.3M	1.5% ($4.3M/$291.3M)	QoQ -30.45% (-$1.9M) YoY +20.62% (+$736.3K)
HOME DEPOT, INC.(HDcusip437076102)	8.8K	QoQ -0.11% (-10) YoY +1.39% (-121)	All Managers (Combined)	$3.2M	1.1% ($3.2M/$291.3M)	QoQ -5.89% (-$201.3K) YoY -3.12% (-$103.7K)
CHEVRON CORP(CVXcusip166764100)	19.0K	QoQ +13.75% (+2.3K) YoY +29.66% (+4.3K)	All Managers (Combined)	$3.2M	1.1% ($3.2M/$291.3M)	QoQ +31.38% (+$759.6K) YoY +37.51% (+$867.5K)
BOEING CO(BAcusip097023105)	17.8K	QoQ -2.09% (-380) YoY -2.20% (-400)	All Managers (Combined)	$3.0M	1.0% ($3.0M/$291.3M)	QoQ -5.66% (-$181.8K) YoY -13.57% (-$475.7K)
AFLAC INC(AFLcusip001055102)	25.4K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$2.8M	1.0% ($2.8M/$291.3M)	QoQ +7.49% (+$197.0K) YoY +29.50% (+$644.0K)
NEXTERA ENERGY INC(NEEcusip65339F101)	39.0K	QoQ +12.06% (+4.2K) YoY +8.91% (+3.2K)	All Managers (Combined)	$2.8M	0.9% ($2.8M/$291.3M)	QoQ +10.81% (+$269.8K) YoY +20.81% (+$476.2K)
AMERICAN EXPRESS CO(AXPcusip025816109)	9.8K	QoQ +0.27% (-27) YoY +2.01% (+194)	All Managers (Combined)	$2.6M	0.9% ($2.6M/$291.3M)	QoQ -9.09% (-$265.1K) YoY +20.54% (+$451.3K)
COLGATE PALMOLIVE CO(CLcusip194162103)	23.8K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$2.2M	0.8% ($2.2M/$291.3M)	QoQ +3.06% (+$66.4K) YoY +4.05% (+$86.9K)
GENERAL ELECTRIC CO(GEcusip369604301)	10.2K	QoQ 0.00% (+0) YoY -11.55% (-1.3K)	All Managers (Combined)	$2.1M	0.7% ($2.1M/$291.3M)	QoQ +20.00% (+$341.9K) YoY +0.85% (-$17.3K)
ALBEMARLE CORP(ALBcusip012653101)	27.6K	QoQ -4.39% (-1.3K) YoY -25.84% (-9.6K)	All Managers (Combined)	$2.0M	0.7% ($2.0M/$291.3M)	QoQ -20.01% (-$496.9K) YoY -59.45% (-$2.9M)
VISA INC.(Vcusip92826C839)	5.7K	QoQ -0.94% (-54) YoY +7.60% (+400)	All Managers (Combined)	$2.0M	0.7% ($2.0M/$291.3M)	QoQ +9.84% (-$177.8K) YoY +35.12% (+$515.6K)
Alphabet Inc.(GOOGLcusip02079K305)	12.4K	QoQ -2.14% (-273) YoY -6.21% (-824)	All Managers (Combined)	$1.9M	0.7% ($1.9M/$291.3M)	QoQ -20.00% (-$481.3K) YoY -3.83% (-$76.7K)
MICROCHIP TECHNOLOGY INC(MCHPcusip595017104)	37.4K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$1.8M	0.6% ($1.8M/$291.3M)	QoQ -15.58% (-$334.6K) YoY -46.03% (-$1.5M)
AbbVie Inc.(ABBVcusip00287Y109)	7.9K	QoQ 0.00% (+0) YoY -1.63% (-131)	All Managers (Combined)	$1.7M	0.6% ($1.7M/$291.3M)	QoQ +17.90% (+$251.2K) YoY +13.17% (-$192.6K)
PFIZER INC(PFEcusip717081103)	63.9K	QoQ -1.08% (-699) YoY -2.59% (-1.7K)	All Managers (Combined)	$1.6M	0.6% ($1.6M/$291.3M)	QoQ -5.51% (-$94.5K) YoY -11.05% (-$201.1K)
(IWRcusip464287499)	16.6K	QoQ +15.01% (+2.2K) YoY NEW(+16.6K)	All Managers (Combined)	$1.4M	0.5% ($1.4M/$291.3M)	QoQ +10.68% (+$136.6K) YoY NEW(+$1.4M)
Walt Disney Co(DIScusip254687106)	14.1K	QoQ -29.80% (-6.0K) YoY -45.72% (-11.9K)	All Managers (Combined)	$1.4M	0.5% ($1.4M/$291.3M)	QoQ -37.77% (-$844.2K) YoY -56.22% (-$1.8M)
GILEAD SCIENCES, INC.(GILDcusip375558103)	12.4K	QoQ -1.59% (-200) YoY -33.43% (-6.2K)	All Managers (Combined)	$1.4M	0.5% ($1.4M/$291.3M)	QoQ +19.37% (-$224.8K) YoY +1.82% (-$24.8K)
COCA COLA CO(KOcusip191216100)	19.3K	QoQ -0.34% (-66) YoY -10.66% (-2.3K)	All Managers (Combined)	$1.4M	0.5% ($1.4M/$291.3M)	QoQ +14.64% (-$176.5K) YoY +4.57% (-$60.5K)