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

133 positions • $291.3M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 3 of 7

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JD.com, Inc.

Shares:33.2K

Value:$1.4M

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

JOHNSON & JOHNSON

Shares:8.0K

Value:$1.3M

% of Portfolio:0.5% ($1.3M/$291.3M)

DANAHER CORP /DE/

Shares:6.3K

Value:$1.3M

% of Portfolio:0.4% ($1.3M/$291.3M)

QUALCOMM INC/DE

Shares:8.0K

Value:$1.2M

% of Portfolio:0.4% ($1.2M/$291.3M)

ABBOTT LABORATORIES

Shares:9.3K

Value:$1.2M

% of Portfolio:0.4% ($1.2M/$291.3M)

WELLS FARGO & COMPANY/MN

Shares:16.7K

Value:$1.2M

% of Portfolio:0.4% ($1.2M/$291.3M)

Mastercard Inc

Shares:2.1K

Value:$1.2M

% of Portfolio:0.4% ($1.2M/$291.3M)

ORACLE CORP

Shares:8.3K

Value:$1.2M

% of Portfolio:0.4% ($1.2M/$291.3M)

SIRIUS XM HOLDINGS INC.

Shares:49.3K

Value:$1.1M

% of Portfolio:0.4% ($1.1M/$291.3M)

808524409

Shares:41.6K

Value:$1.1M

% of Portfolio:0.4% ($1.1M/$291.3M)

Merck & Co., Inc.

Shares:12.1K

Value:$1.1M

% of Portfolio:0.4% ($1.1M/$291.3M)

Fidelity National Information Services, Inc.

Shares:13.9K

Value:$1.0M

% of Portfolio:0.4% ($1.0M/$291.3M)

BRISTOL MYERS SQUIBB CO

Shares:15.5K

Value:$947.7K

% of Portfolio:0.3% ($947.7K/$291.3M)

NIKE, Inc.

Shares:14.5K

Value:$920.6K

% of Portfolio:0.3% ($920.6K/$291.3M)

UNION PACIFIC CORP

Shares:3.8K

Value:$908.1K

% of Portfolio:0.3% ($908.1K/$291.3M)

ELI LILLY & Co

Shares:1.1K

Value:$904.4K

% of Portfolio:0.3% ($904.4K/$291.3M)

GE HealthCare Technologies Inc.

Shares:10.3K

Value:$829.4K

% of Portfolio:0.3% ($829.4K/$291.3M)

STARBUCKS CORP

Shares:8.2K

Value:$808.3K

% of Portfolio:0.3% ($808.3K/$291.3M)

Salesforce, Inc.

Shares:2.9K

Value:$787.6K

% of Portfolio:0.3% ($787.6K/$291.3M)

UNITEDHEALTH GROUP INC

Shares:1.4K

Value:$754.7K

% of Portfolio:0.3% ($754.7K/$291.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
JD.com, Inc.(JDcusip47215P106)	33.2K	QoQ +548.06% (+28.1K) YoY NEW(+33.2K)	All Managers (Combined)	$1.4M	0.5% ($1.4M/$291.3M)	QoQ +668.63% (+$1.2M) YoY NEW(+$1.4M)
JOHNSON & JOHNSON(JNJcusip478160104)	8.0K	QoQ -15.29% (-1.4K) YoY -15.36% (-1.4K)	All Managers (Combined)	$1.3M	0.5% ($1.3M/$291.3M)	QoQ -2.86% (-$39.0K) YoY -11.27% (-$167.7K)
DANAHER CORP /DE/(DHRcusip235851102)	6.3K	QoQ -25.41% (-2.1K) YoY -23.44% (-1.9K)	All Managers (Combined)	$1.3M	0.4% ($1.3M/$291.3M)	QoQ -33.39% (-$644.5K) YoY -37.15% (-$759.9K)
QUALCOMM INC/DE(QCOMcusip747525103)	8.0K	QoQ -45.30% (-6.7K) YoY -57.59% (-10.9K)	All Managers (Combined)	$1.2M	0.4% ($1.2M/$291.3M)	QoQ -45.30% (-$1.0M) YoY -61.52% (-$2.0M)
ABBOTT LABORATORIES(ABTcusip002824100)	9.3K	QoQ -0.26% (-25) YoY -8.94% (-910)	All Managers (Combined)	$1.2M	0.4% ($1.2M/$291.3M)	QoQ +16.95% (-$178.2K) YoY +6.26% (-$72.5K)
WELLS FARGO & COMPANY/MN(WFCcusip949746101)	16.7K	QoQ 0.00% (+0) YoY -3.53% (-612)	All Managers (Combined)	$1.2M	0.4% ($1.2M/$291.3M)	QoQ +2.20% (+$25.9K) YoY +19.48% (-$195.4K)
Mastercard Inc(MAcusip57636Q104)	2.1K	QoQ +1.42% (+30) YoY +22.81% (+397)	All Managers (Combined)	$1.2M	0.4% ($1.2M/$291.3M)	QoQ +5.57% (+$61.8K) YoY +39.78% (+$333.4K)
ORACLE CORP(ORCLcusip68389X105)	8.3K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$1.2M	0.4% ($1.2M/$291.3M)	QoQ -16.10% (-$221.4K) YoY +11.30% (+$117.2K)
SIRIUS XM HOLDINGS INC.(SIRIcusip829933100)	49.3K	QoQ +2.06% (+1.0K) YoY NEW(+49.3K)	All Managers (Combined)	$1.1M	0.4% ($1.1M/$291.3M)	QoQ +0.92% (+$10.2K) YoY NEW(+$1.1M)
(cusip808524409)✕	41.6K	QoQ -0.48% (-201) YoY NEW(+41.6K)	All Managers (Combined)	$1.1M	0.4% ($1.1M/$291.3M)	QoQ +1.46% (-$16.0K) YoY NEW(+$1.1M)
Merck & Co., Inc.(MRKcusip58933Y105)	12.1K	QoQ -2.55% (-318) YoY -1.34% (-165)	All Managers (Combined)	$1.1M	0.4% ($1.1M/$291.3M)	QoQ -12.08% (-$149.3K) YoY -32.88% (-$532.5K)
Fidelity National Information Services, Inc.(FIScusip31620M106)	13.9K	QoQ -3.47% (-500) YoY -8.75% (-1.3K)	All Managers (Combined)	$1.0M	0.4% ($1.0M/$291.3M)	QoQ -10.75% (-$125.0K) YoY -8.13% (-$91.9K)
BRISTOL MYERS SQUIBB CO(BMYcusip110122108)	15.5K	QoQ +38.26% (+4.3K) YoY +49.43% (+5.1K)	All Managers (Combined)	$947.7K	0.3% ($947.7K/$291.3M)	QoQ +49.09% (+$312.0K) YoY +68.05% (+$383.8K)
NIKE, Inc.(NKEcusip654106103)	14.5K	QoQ -30.70% (-6.4K) YoY -42.78% (-10.8K)	All Managers (Combined)	$920.6K	0.3% ($920.6K/$291.3M)	QoQ -41.86% (-$663.0K) YoY -61.35% (-$1.5M)
UNION PACIFIC CORP(UNPcusip907818108)	3.8K	QoQ -30.03% (-1.6K) YoY -32.49% (-1.9K)	All Managers (Combined)	$908.1K	0.3% ($908.1K/$291.3M)	QoQ -27.51% (-$344.7K) YoY -35.15% (-$492.2K)
ELI LILLY & Co(LLYcusip532457108)	1.1K	QoQ +21.80% (+196) YoY +42.76% (+328)	All Managers (Combined)	$904.4K	0.3% ($904.4K/$291.3M)	QoQ +30.30% (+$210.3K) YoY +51.56% (+$307.7K)
GE HealthCare Technologies Inc.(GEHCcusip36266G107)	10.3K	QoQ +1.48% (+150) YoY +11.55% (-1.1K)	All Managers (Combined)	$829.4K	0.3% ($829.4K/$291.3M)	QoQ +4.76% (+$37.7K) YoY -0.96% (-$8.1K)
STARBUCKS CORP(SBUXcusip855244109)	8.2K	QoQ +0.79% (+65) YoY -14.93% (-1.4K)	All Managers (Combined)	$808.3K	0.3% ($808.3K/$291.3M)	QoQ +8.35% (+$62.3K) YoY -8.70% (-$77.0K)
Salesforce, Inc.(CRMcusip79466L302)	2.9K	QoQ -0.17% (-5) YoY -0.17% (-5)	All Managers (Combined)	$787.6K	0.3% ($787.6K/$291.3M)	QoQ -19.86% (-$195.3K) YoY -11.04% (-$97.8K)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	1.4K	QoQ +967.40% (+1.3K) YoY NEW(+1.4K)	All Managers (Combined)	$754.7K	0.3% ($754.7K/$291.3M)	QoQ +1005.14% (+$686.4K) YoY NEW(+$754.7K)