Knuff & Co LLC
- SEC CIK
- 0001768089
- Latest filing
- Aug 10, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Feb 10, 2025. Long positions only; changes compare share counts with Q3 2024.
- Positions
- 142
- +15 vs. Q3 2024
- Portfolio value
- $329.0M
- +$1.35M (+0.4%) vs. Q3 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| iShares Tr464287150 | CORE S&P TTL STK | 188 | $24.2K | <0.1% | +188 | New | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 257 | $25.9K | <0.1% | +257 | New | – |
| SYKStryker Corp | Stock | 80 | $28.8K | <0.1% | 00.0% | Unchanged | History |
| CMECME Group Inc. | COM | 144 | $33.4K | <0.1% | +144 | New | History |
| PMPhilip Morris International Inc. | Stock | 300 | $36.1K | <0.1% | +300 | New | History |
| ETNEaton Corp plc | Stock | 111 | $36.8K | <0.1% | +111 | New | History |
| ROKRockwell Automation, Inc | Stock | 141 | $40.3K | <0.1% | +41+41.0% | Added | History |
| CNICanadian National Railway Co | Stock | 400 | $40.6K | <0.1% | 00.0% | Unchanged | History |
| EBAYeBay Inc | COM | 700 | $43.4K | <0.1% | 00.0% | Unchanged | History |
| SCHWSchwab Charles Corp | Stock | 606 | $44.8K | <0.1% | +563+1,309.3% | Added | History |
| FISVFiserv Inc | Stock | 220 | $45.2K | <0.1% | +220 | New | History |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 350 | $48.1K | <0.1% | 00.0% | Unchanged | – |
| iShares S&P 500 Value ETF464287408 | ETF | 256 | $48.9K | <0.1% | 00.0% | Unchanged | – |
| TRMBTrimble Inc. | COM | 700 | $49.5K | <0.1% | 00.0% | Unchanged | History |
| CELHCelsius Holdings, Inc. | COM NEW | 1,885 | $49.7K | <0.1% | +1,885 | New | History |
| ACNAccenture plc | Stock | 147 | $51.7K | <0.1% | +57+63.3% | Added | History |
| CPAYCorpay, Inc. | COM SHS | 160 | $54.1K | <0.1% | +160 | New | History |
| ORLYO Reilly Automotive Inc | Stock | 49 | $58.1K | <0.1% | +49 | New | History |
| ADIAnalog Devices Inc | Stock | 275 | $58.4K | <0.1% | 00.0% | Unchanged | History |
| iShares Core S&P 500 ETF464287200 | ETF | 100 | $58.9K | <0.1% | 00.0% | Unchanged | – |
| TTTrane Technologies plc | SHS | 167 | $61.7K | <0.1% | +167 | New | History |
| TTWOTake Two Interactive Software Inc | COM | 344 | $63.3K | <0.1% | +344 | New | History |
| UNHUnitedHealth Group Inc | Stock | 135 | $68.3K | <0.1% | +135 | New | History |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 1,108 | $69.0K | <0.1% | +1,108 | New | – |
| First Tr Exchange Traded FD33741X102 | SMID RISNG ETF | 2,000 | $71.7K | <0.1% | +2,000 | New | – |
| ECLEcolab Inc. | Stock | 309 | $72.4K | <0.1% | +109+54.5% | Added | History |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 325 | $75.6K | <0.1% | 00.0% | Unchanged | – |
| COHRCoherent Corp. | COM | 800 | $75.8K | <0.1% | 00.0% | Unchanged | History |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 1,000 | $87.8K | <0.1% | +1,000 | New | – |
| ENBEnbridge Inc | Stock | 2,252 | $95.6K | <0.1% | +252+12.6% | Added | History |
| LINLinde PLC | Stock | 272 | $113.9K | <0.1% | +22+8.8% | Added | History |
| SJMJ M SMUCKER Co | Stock | 1,058 | $116.5K | <0.1% | 00.0% | Unchanged | History |
| TJXTJX Companies Inc | Stock | 973 | $117.5K | <0.1% | +329+51.1% | Added | History |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 2,094 | $120.5K | <0.1% | +2,094 | New | – |
| ADPAutomatic Data Processing Inc | Stock | 413 | $120.9K | <0.1% | 00.0% | Unchanged | History |
| GBTCGrayscale Bitcoin Trust ETF | ETF | 1,750 | $129.5K | <0.1% | +1,750 | New | History |
| DUKDuke Energy CORP | Stock | 1,464 | $157.7K | <0.1% | +106+7.8% | Added | History |
| ANETArista Networks, Inc. | Stock | 1,450 | $160.3K | <0.1% | +1,450 | New | History |
| MRNAModerna, Inc. | Stock | 3,877 | $161.2K | <0.1% | −855−18.1% | Reduced | History |
| INTCIntel Corp | Stock | 8,500 | $170.4K | 0.1% | −2,489−22.6% | Reduced | History |
| JDJD.com, Inc. | SPON ADS CL A | 5,126 | $177.7K | 0.1% | +5,126 | New | History |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 1,950 | $189.0K | 0.1% | −470−19.4% | Reduced | – |
| WABWestinghouse Air Brake Technologies Corp | Stock | 1,000 | $189.6K | 0.1% | 00.0% | Unchanged | History |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 2,797 | $196.6K | 0.1% | +2,797 | New | – |
| WMWaste Management Inc | Stock | 1,000 | $201.8K | 0.1% | 00.0% | Unchanged | History |
| TSLATesla, Inc. | Stock | 520 | $210.0K | 0.1% | +520 | New | History |
| HONHoneywell International Inc | COM | 942 | $212.8K | 0.1% | +30+3.3% | Added | History |
| IBMInternational Business Machines Corp | Stock | 1,000 | $219.8K | 0.1% | 00.0% | Unchanged | History |
| PAYCPaycom Software, Inc. | Stock | 1,189 | $243.7K | 0.1% | +833+234.0% | Added | History |
| LOWLowes Companies Inc | Stock | 1,005 | $248.0K | 0.1% | 00.0% | Unchanged | History |
| ELFe.l.f. Beauty, Inc. | COM | 1,981 | $248.7K | 0.1% | +1,981 | New | History |
| GDGeneral Dynamics Corp | Stock | 1,000 | $263.5K | 0.1% | 00.0% | Unchanged | History |
| ODDOddity Tech Ltd | SHS CL A | 6,824 | $286.7K | 0.1% | +1,686+32.8% | Added | History |
| TXNTexas Instruments Inc | Stock | 1,702 | $319.1K | 0.1% | 00.0% | Unchanged | History |
| GLDSPDR Gold Trust | ETF | 1,335 | $323.2K | 0.1% | +335+33.5% | Added | History |
| iShares Core S&P Small Cap ETF464287804 | ETF | 3,021 | $348.1K | 0.1% | +3,021 | New | – |
| ETSYEtsy Inc | COM | 6,600 | $349.1K | 0.1% | −50−0.8% | Reduced | History |
| SLBSLB Limited | Stock | 9,507 | $364.5K | 0.1% | −303−3.1% | Reduced | History |
| ZTSZoetis Inc. | Stock | 2,340 | $381.3K | 0.1% | 00.0% | Unchanged | History |
| iShares Tr46429B655 | FLTG RATE NT ETF | 8,050 | $409.6K | 0.1% | +1,050+15.0% | Added | – |
| DDSDillard's, Inc. | CL A | 1,000 | $431.7K | 0.1% | 00.0% | Unchanged | History |
| PGRProgressive Corp | Stock | 1,816 | $435.1K | 0.1% | 00.0% | Unchanged | History |
| AMGNAmgen Inc | Stock | 1,723 | $449.1K | 0.1% | +23+1.4% | Added | History |
| NOWServiceNow, Inc. | Stock | 425 | $450.6K | 0.1% | 00.0% | Unchanged | History |
| PHMPultegroup Inc | COM | 4,497 | $489.7K | 0.1% | −250−5.3% | Reduced | History |
| ADBEAdobe Inc. | Stock | 1,114 | $495.4K | 0.2% | 00.0% | Unchanged | History |
| FBINFortune Brands Innovations, Inc. | COM | 7,322 | $500.3K | 0.2% | 00.0% | Unchanged | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 860 | $504.0K | 0.2% | +860 | New | History |
| ALGNAlign Technology Inc | COM | 2,521 | $525.7K | 0.2% | −2,947−53.9% | Reduced | History |
| PYPLPayPal Holdings, Inc. | Stock | 6,325 | $539.8K | 0.2% | −775−10.9% | Reduced | History |
| UBERUber Technologies, Inc | Stock | 8,950 | $539.9K | 0.2% | +5,130+134.3% | Added | History |
| JPMJPMorgan Chase & Co | Stock | 2,315 | $554.9K | 0.2% | +113+5.1% | Added | History |
| BMYBristol Myers Squibb Co | Stock | 11,238 | $635.6K | 0.2% | 00.0% | Unchanged | History |
| VLTOVeralto Corp | Stock | 6,441 | $656.0K | 0.2% | 00.0% | Unchanged | History |
| LLYEli Lilly & Co | Stock | 899 | $694.0K | 0.2% | −139−13.4% | Reduced | History |
| GEVGE Vernova Inc. | Stock | 2,233 | $734.5K | 0.2% | +175+8.5% | Added | History |
| SBUXStarbucks Corp | Stock | 8,175 | $746.0K | 0.2% | 00.0% | Unchanged | History |
| Vanguard World FD921910873 | MEGA CAP INDEX | 3,545 | $753.9K | 0.2% | −50−1.4% | Reduced | – |
| CMICummins Inc | Stock | 2,213 | $771.5K | 0.2% | 00.0% | Unchanged | History |
| GEHCGE HealthCare Technologies Inc. | Stock | 10,126 | $791.7K | 0.2% | +900+9.8% | Added | History |
| MPWRMonolithic Power Systems, Inc. | COM | 1,376 | $814.2K | 0.2% | +708+106.0% | Added | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,806 | $923.3K | 0.3% | +1,766+4,415.0% | Added | – |
| CRMSalesforce, Inc. | Stock | 2,940 | $982.9K | 0.3% | 00.0% | Unchanged | History |
| PEPPepsiCo Inc | Stock | 6,657 | $1.01M | 0.3% | −250−3.6% | Reduced | History |
| ABTAbbott Laboratories | Stock | 9,287 | $1.05M | 0.3% | −510−5.2% | Reduced | History |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 41,823 | $1.09M | 0.3% | 00.0% | UnchangedConverted for a 3-for-1 split | – |
| SIRISirius XM Holdings Inc. | COMMON STOCK | 48,332 | $1.10M | 0.3% | +48,332 | New | History |
| MAMastercard Inc | Stock | 2,107 | $1.11M | 0.3% | +362+20.7% | Added | History |
| GILDGilead Sciences, Inc. | Stock | 12,562 | $1.16M | 0.4% | −714−5.4% | Reduced | History |
| FISFidelity National Information Services, Inc. | Stock | 14,400 | $1.16M | 0.4% | 00.0% | Unchanged | History |
| WFCWells Fargo & Company | Stock | 16,692 | $1.17M | 0.4% | 00.0% | Unchanged | History |
| KOCoca Cola Co | Stock | 19,366 | $1.21M | 0.4% | −1,934−9.1% | Reduced | History |
| MRKMerck & Co., Inc. | Stock | 12,423 | $1.24M | 0.4% | +303+2.5% | Added | History |
| UNPUnion Pacific Corp | Stock | 5,494 | $1.25M | 0.4% | −200−3.5% | Reduced | History |
| iShares Russell Midcap ETF464287499 | ETF | 14,461 | $1.28M | 0.4% | +14,461 | New | – |
| NVONovo Nordisk A S | ADR | 15,074 | $1.30M | 0.4% | +7,953+111.7% | Added | History |
| JNJJohnson & Johnson | Stock | 9,394 | $1.36M | 0.4% | −72−0.8% | Reduced | History |
| ORCLOracle Corp | Stock | 8,252 | $1.38M | 0.4% | 00.0% | Unchanged | History |
| ABBVAbbVie Inc. | Stock | 7,894 | $1.40M | 0.4% | +119+1.5% | Added | History |
| GSGoldman Sachs Group Inc | Stock | 2,577 | $1.48M | 0.4% | −114−4.2% | Reduced | History |
Sold out since Q3 2024 (11)
Positions held at the end of Q3 2024 that are gone from this filing.
| Security | Class | Shares in Q3 2024 | Value in Q3 2024 | % of portfolio in Q3 2024 | History |
|---|---|---|---|---|---|
| SIRISirius XM Holdings Inc. | COM | 76,330 | $1.81M | 0.6% | History |
| STZConstellation Brands, Inc. | Stock | 1,116 | $287.6K | 0.1% | History |
| MSMorgan Stanley | Stock | 1,170 | $122.0K | <0.1% | History |
| DEODiageo PLC | SPON ADR NEW | 400 | $56.1K | <0.1% | History |
| CPCanadian Pacific Kansas City Ltd | COM | 550 | $47.0K | <0.1% | History |
| MBCMasterBrand, Inc. | COMMON STOCK | 2,000 | $37.1K | <0.1% | History |
| FASTFastenal Co | Stock | 375 | $26.8K | <0.1% | History |
| Vanguard S&P 500 ETF922908363 | ETF | 34 | $17.9K | <0.1% | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 20 | $5.66K | <0.1% | – |
| Invesco Exchange Traded FD T46137V217 | S&P MDCP400 PR | 92 | $4.53K | <0.1% | – |
| HSYHershey Co | COM | 19 | $3.64K | <0.1% | History |