Knuff & Co LLC

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 133Value: $291.3MLatest: 2025Q1

Knuff & Co LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 133 holdings worth $0.3 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

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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Apple Inc.

AAPL|037833100

Shares:153.1K

Value:$34.0M

% of Portfolio:11.7% ($34.0M/$291.3M)

PROCTER & GAMBLE Co

PG|742718109

Shares:134.1K

Value:$22.9M

% of Portfolio:7.8% ($22.9M/$291.3M)

MICROSOFT CORP

MSFT|594918104

Shares:58.8K

Value:$22.1M

% of Portfolio:7.6% ($22.1M/$291.3M)

NETFLIX INC

NFLX|64110L106

Shares:17.3K

Value:$16.1M

% of Portfolio:5.5% ($16.1M/$291.3M)

Fortinet, Inc.

FTNT|34959E109

Shares:109.1K

Value:$10.5M

% of Portfolio:3.6% ($10.5M/$291.3M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:10.3K

Value:$9.8M

% of Portfolio:3.3% ($9.8M/$291.3M)

MERCADOLIBRE INC

MELI|58733R102

Shares:4.9K

Value:$9.5M

% of Portfolio:3.2% ($9.5M/$291.3M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:16.4K

Value:$8.7M

% of Portfolio:3.0% ($8.7M/$291.3M)

EXXON MOBIL CORP

XOM|30231G102

Shares:65.0K

Value:$7.7M

% of Portfolio:2.7% ($7.7M/$291.3M)

CATERPILLAR INC

CAT|149123101

Shares:21.1K

Value:$6.9M

% of Portfolio:2.4% ($6.9M/$291.3M)

Alibaba Group Holding Ltd

BABA|01609W102

Shares:51.2K

Value:$6.8M

% of Portfolio:2.3% ($6.8M/$291.3M)

AMAZON COM INC

AMZN|023135106

Shares:35.4K

Value:$6.7M

% of Portfolio:2.3% ($6.7M/$291.3M)

VERTEX PHARMACEUTICALS INC / MA

VRTX|92532F100

Shares:13.8K

Value:$6.7M

% of Portfolio:2.3% ($6.7M/$291.3M)

Alphabet Inc.

GOOG|02079K107

Shares:42.4K

Value:$6.6M

% of Portfolio:2.3% ($6.6M/$291.3M)

EQUIFAX INC

EFX|294429105

Shares:26.0K

Value:$6.3M

% of Portfolio:2.2% ($6.3M/$291.3M)

NOVO NORDISK A S

NVO|670100205

Shares:83.9K

Value:$5.8M

% of Portfolio:2.0% ($5.8M/$291.3M)

NVIDIA CORP

NVDA|67066G104

Shares:48.7K

Value:$5.3M

% of Portfolio:1.8% ($5.3M/$291.3M)

AMERICAN TOWER CORP /MA/

AMT|03027X100

Shares:24.2K

Value:$5.3M

% of Portfolio:1.8% ($5.3M/$291.3M)

THERMO FISHER SCIENTIFIC INC.

TMO|883556102

Shares:10.2K

Value:$5.1M

% of Portfolio:1.7% ($5.1M/$291.3M)

Monster Beverage Corp

MNST|61174X109

Shares:82.0K

Value:$4.8M

% of Portfolio:1.6% ($4.8M/$291.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Apple Inc.(AAPLcusip037833100)	153.1K	QoQ -6.87% (-11.3K) YoY -5.27% (-8.5K)	All Managers (Combined)	$34.0M	11.7% ($34.0M/$291.3M)	QoQ -17.39% (-$7.2M) YoY +22.70% (-$6.3M)
PROCTER & GAMBLE Co(PGcusip742718109)	134.1K	QoQ -2.24% (-3.1K) YoY -5.99% (-8.6K)	All Managers (Combined)	$22.9M	7.8% ($22.9M/$291.3M)	QoQ -0.62% (-$144.6K) YoY -1.26% (-$291.9K)
MICROSOFT CORP(MSFTcusip594918104)	58.8K	QoQ -1.89% (-1.1K) YoY -1.51% (-906)	All Managers (Combined)	$22.1M	7.6% ($22.1M/$291.3M)	QoQ -12.62% (-$3.2M) YoY -12.12% (-$3.0M)
NETFLIX INC(NFLXcusip64110L106)	17.3K	QoQ +2.02% (+344) YoY -7.03% (-1.3K)	All Managers (Combined)	$16.1M	5.5% ($16.1M/$291.3M)	QoQ +6.74% (+$1.0M) YoY +42.74% (-$4.8M)
Fortinet, Inc.(FTNTcusip34959E109)	109.1K	QoQ -8.72% (-10.4K) YoY -9.68% (-11.7K)	All Managers (Combined)	$10.5M	3.6% ($10.5M/$291.3M)	QoQ -7.00% (-$791.7K) YoY +27.26% (-$2.3M)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	10.3K	QoQ -0.42% (-44) YoY -0.93% (-97)	All Managers (Combined)	$9.8M	3.3% ($9.8M/$291.3M)	QoQ +2.78% (-$264.0K) YoY +27.89% (-$2.1M)
MERCADOLIBRE INC(MELIcusip58733R102)	4.9K	QoQ +1.01% (+49) YoY +4.20% (+196)	All Managers (Combined)	$9.5M	3.2% ($9.5M/$291.3M)	QoQ +15.89% (+$1.3M) YoY +34.45% (+$2.4M)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	16.4K	QoQ +6.59% (+1.0K) YoY +10.73% (+1.6K)	All Managers (Combined)	$8.7M	3.0% ($8.7M/$291.3M)	QoQ +25.24% (+$1.8M) YoY +40.23% (+$2.5M)
EXXON MOBIL CORP(XOMcusip30231G102)	65.0K	QoQ -0.14% (-97) YoY -1.98% (-1.3K)	All Managers (Combined)	$7.7M	2.7% ($7.7M/$291.3M)	QoQ +10.39% (-$728.0K) YoY +0.28% (-$22.2K)
CATERPILLAR INC(CATcusip149123101)	21.1K	QoQ 0.00% (-0) YoY -0.18% (-38)	All Managers (Combined)	$6.9M	2.4% ($6.9M/$291.3M)	QoQ -9.08% (-$694.4K) YoY -10.15% (-$785.7K)
Alibaba Group Holding Ltd(BABAcusip01609W102)	51.2K	QoQ +10.85% (+5.0K) YoY +23.72% (+9.8K)	All Managers (Combined)	$6.8M	2.3% ($6.8M/$291.3M)	QoQ +72.88% (+$2.9M) YoY +126.08% (+$3.8M)
AMAZON COM INC(AMZNcusip023135106)	35.4K	QoQ -16.61% (-7.0K) YoY -17.01% (-7.3K)	All Managers (Combined)	$6.7M	2.3% ($6.7M/$291.3M)	QoQ -27.68% (-$2.6M) YoY -12.47% (-$959.1K)
VERTEX PHARMACEUTICALS INC / MA(VRTXcusip92532F100)	13.8K	QoQ -0.83% (-116) YoY -3.65% (-525)	All Managers (Combined)	$6.7M	2.3% ($6.7M/$291.3M)	QoQ +19.39% (-$1.1M) YoY +11.73% (-$704.2K)
Alphabet Inc.(GOOGcusip02079K107)	42.4K	QoQ -9.80% (-4.6K) YoY -17.97% (-9.3K)	All Managers (Combined)	$6.6M	2.3% ($6.6M/$291.3M)	QoQ -26.00% (-$2.3M) YoY -15.83% (-$1.2M)
EQUIFAX INC(EFXcusip294429105)	26.0K	QoQ -1.51% (-400) YoY -4.76% (-1.3K)	All Managers (Combined)	$6.3M	2.2% ($6.3M/$291.3M)	QoQ -5.87% (-$395.5K) YoY -13.29% (-$970.7K)
NOVO NORDISK A S(NVOcusip670100205)	83.9K	QoQ +456.36% (+68.8K) YoY +128924.61% (+83.8K)	All Managers (Combined)	$5.8M	2.0% ($5.8M/$291.3M)	QoQ +349.12% (+$4.5M) YoY +69677.79% (+$5.8M)
NVIDIA CORP(NVDAcusip67066G104)	48.7K	QoQ -5.84% (-3.0K) YoY +752.34% (+43.0K)	All Managers (Combined)	$5.3M	1.8% ($5.3M/$291.3M)	QoQ -24.40% (-$1.7M) YoY +2.23% (+$115.5K)
AMERICAN TOWER CORP /MA/(AMTcusip03027X100)	24.2K	QoQ +6.09% (+1.4K) YoY +12.38% (+2.7K)	All Managers (Combined)	$5.3M	1.8% ($5.3M/$291.3M)	QoQ +25.86% (+$1.1M) YoY +23.76% (+$1.0M)
THERMO FISHER SCIENTIFIC INC.(TMOcusip883556102)	10.2K	QoQ -0.65% (-67) YoY -7.49% (-829)	All Managers (Combined)	$5.1M	1.7% ($5.1M/$291.3M)	QoQ -4.97% (-$266.3K) YoY -20.80% (-$1.3M)
Monster Beverage Corp(MNSTcusip61174X109)	82.0K	QoQ -11.66% (-10.8K) YoY +7.42% (+5.7K)	All Managers (Combined)	$4.8M	1.6% ($4.8M/$291.3M)	QoQ -1.64% (-$80.4K) YoY +6.04% (+$273.6K)