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 |
|---|---|---|---|---|---|---|---|
| NKENIKE, Inc. | Stock | 20,927 | $1.58M | 0.5% | −3,600−14.7% | Reduced | History |
| GEGeneral Electric Co | Stock | 10,249 | $1.71M | 0.5% | −39−0.4% | Reduced | History |
| PFEPfizer Inc | Stock | 64,558 | $1.71M | 0.5% | 00.0% | Unchanged | History |
| VVisa Inc. | Stock | 5,714 | $1.81M | 0.5% | +454+8.6% | Added | History |
| DHRDanaher Corp | Stock | 8,407 | $1.93M | 0.6% | +149+1.8% | Added | History |
| MCHPMicrochip Technology Inc | Stock | 37,432 | $2.15M | 0.7% | 00.0% | Unchanged | History |
| CLColgate Palmolive Co | Stock | 23,805 | $2.16M | 0.7% | 00.0% | Unchanged | History |
| DISWalt Disney Co | Stock | 20,069 | $2.23M | 0.7% | −130−0.6% | Reduced | History |
| QCOMQualcomm Inc | Stock | 14,696 | $2.26M | 0.7% | −2,838−16.2% | Reduced | History |
| SWKSSkyworks Solutions, Inc. | Stock | 25,690 | $2.28M | 0.7% | −700−2.7% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 12,709 | $2.41M | 0.7% | +205+1.6% | Added | History |
| CVXChevron Corp | Stock | 16,710 | $2.42M | 0.7% | +861+5.4% | Added | History |
| ALBAlbemarle Corp | Stock | 28,849 | $2.48M | 0.8% | +268+0.9% | Added | History |
| NEENextera Energy Inc | Stock | 34,790 | $2.49M | 0.8% | +275+0.8% | Added | History |
| AFLAflac Inc | Stock | 25,425 | $2.63M | 0.8% | 00.0% | Unchanged | History |
| DEDeere & Co | Stock | 6,845 | $2.90M | 0.9% | −1,153−14.4% | Reduced | History |
| AXPAmerican Express Co | Stock | 9,817 | $2.91M | 0.9% | +167+1.7% | Added | History |
| BABoeing Co | Stock | 18,140 | $3.21M | 1.0% | +50.0% | Added | History |
| HDHome Depot, Inc. | Stock | 8,782 | $3.42M | 1.0% | +106+1.2% | Added | History |
| BABAAlibaba Group Holding Ltd | ADR | 46,164 | $3.91M | 1.2% | −1,330−2.8% | Reduced | History |
| AMTAmerican Tower Corp | REIT | 22,823 | $4.19M | 1.3% | +845+3.8% | Added | History |
| CMGChipotle Mexican Grill Inc | COM | 73,649 | $4.44M | 1.3% | −4,001−5.2% | Reduced | History |
| MNSTMonster Beverage Corp | COM | 92,813 | $4.88M | 1.5% | −2,176−2.3% | Reduced | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 26,245 | $5.18M | 1.6% | +268+1.0% | Added | History |
| TMOThermo Fisher Scientific Inc. | Stock | 10,295 | $5.36M | 1.6% | −218−2.1% | Reduced | History |
| VRTXVertex Pharmaceuticals Inc | Stock | 13,941 | $5.61M | 1.7% | −252−1.8% | Reduced | History |
| AVGOBroadcom Inc. | Stock | 26,706 | $6.19M | 1.9% | −280−1.0% | Reduced | History |
| EFXEquifax Inc | COM | 26,400 | $6.73M | 2.0% | 00.0% | Unchanged | History |
| BRK.BBerkshire Hathaway Inc | Stock | 15,382 | $6.97M | 2.1% | +141+0.9% | Added | History |
| NVDANVIDIA Corp | Stock | 51,745 | $6.98M | 2.1% | −3,025−5.5% | Reduced | History |
| XOMExxonMobil Holdings Corp | COM | 65,097 | $7.00M | 2.1% | +53+0.1% | Added | History |
| CATCaterpillar Inc | Stock | 21,069 | $7.64M | 2.3% | −38−0.2% | Reduced | History |
| MELIMercadolibre Inc | COM | 4,804 | $8.17M | 2.5% | +40+0.8% | Added | History |
| GOOGAlphabet Inc. | Stock | 47,040 | $8.96M | 2.7% | −990−2.1% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 42,429 | $9.31M | 2.8% | −2,074−4.7% | Reduced | History |
| COSTCostco Wholesale Corp | Stock | 10,357 | $9.49M | 2.9% | −20.0% | Reduced | History |
| FTNTFortinet, Inc. | Stock | 119,550 | $11.3M | 3.4% | −290−0.2% | Reduced | History |
| TTDTrade Desk, Inc. | Stock | 118,446 | $13.9M | 4.2% | −6,866−5.5% | Reduced | History |
| NFLXNetflix Inc | Stock | 16,963 | $15.1M | 4.6% | −895−5.0% | Reduced | History |
| PGProcter & Gamble Co | Stock | 137,170 | $23.0M | 7.0% | −778−0.6% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 59,925 | $25.3M | 7.7% | −648−1.1% | Reduced | History |
| AAPLApple Inc. | Stock | 164,425 | $41.2M | 12.5% | −3,652−2.2% | 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 |