Knuff & Co LLC
- SEC CIK
- 0001768089
- Latest filing
- Aug 10, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Feb 4, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 129
- +7 vs. Q3 2025
- Portfolio value
- $339.3M
- −$5.81M (−1.7%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| PANWPalo Alto Networks Inc | Stock | 140 | $25.8K | <0.1% | +140 | New | History |
| ANETArista Networks, Inc. | COM | 200 | $26.2K | <0.1% | 00.0% | Unchanged | History |
| SYKStryker Corp | Stock | 80 | $28.1K | <0.1% | 00.0% | Unchanged | History |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 478 | $29.9K | <0.1% | 00.0% | Unchanged | – |
| Sprott FDS Tr85208P303 | URANIUM MINERS E | 567 | $31.1K | <0.1% | +567 | New | – |
| HONHoneywell International Inc | COM | 162 | $31.6K | <0.1% | 00.0% | Unchanged | History |
| SPDR Series Trust78468R812 | ST STR MSCI USAQ | 188 | $32.7K | <0.1% | 00.0% | Unchanged | – |
| SMRNuscale Power Corp | CL A COM | 2,500 | $35.4K | <0.1% | +2,500 | New | History |
| iShares S&P 500 Value ETF464287408 | ETF | 175 | $37.1K | <0.1% | 00.0% | Unchanged | – |
| PSAPublic Storage | COM | 146 | $37.9K | <0.1% | +146 | New | History |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 290 | $44.9K | <0.1% | 00.0% | Unchanged | – |
| PMPhilip Morris International Inc. | Stock | 300 | $48.1K | <0.1% | 00.0% | Unchanged | History |
| NXDRNextdoor Holdings, Inc. | COM CL A | 25,000 | $52.5K | <0.1% | +25,000 | New | History |
| UUUUEnergy Fuels Inc | COM NEW | 3,750 | $54.5K | <0.1% | +3,750 | New | History |
| SCHWSchwab Charles Corp | Stock | 546 | $54.6K | <0.1% | 00.0% | Unchanged | History |
| TRMBTrimble Inc. | COM | 700 | $54.8K | <0.1% | 00.0% | Unchanged | History |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 300 | $57.5K | <0.1% | +300 | New | – |
| EBAYeBay Inc | COM | 700 | $61.0K | <0.1% | 00.0% | Unchanged | History |
| TTTrane Technologies plc | SHS | 167 | $65.0K | <0.1% | 00.0% | Unchanged | History |
| iShares Core S&P 500 ETF464287200 | ETF | 95 | $65.1K | <0.1% | 00.0% | Unchanged | – |
| ORLYO Reilly Automotive Inc | Stock | 750 | $68.4K | <0.1% | −250−25.0% | Reduced | History |
| CCJCameco Corp | Stock | 750 | $68.6K | <0.1% | +750 | New | History |
| ADIAnalog Devices Inc | Stock | 275 | $74.6K | <0.1% | 00.0% | Unchanged | History |
| QXOQXO, Inc. | COM NEW | 3,925 | $75.7K | <0.1% | +3,925 | New | History |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 760 | $75.9K | <0.1% | −3,045−80.0% | Reduced | – |
| GRABGrab Holdings Ltd | CLASS A ORD | 16,000 | $79.8K | <0.1% | +4,000+33.3% | Added | History |
| Vanguard Calif Tax Free FDS922021605 | TAX EXEMPT BD FD | 800 | $80.2K | <0.1% | 00.0% | Unchanged | – |
| CMECME Group Inc. | COM | 300 | $81.9K | <0.1% | 00.0% | Unchanged | History |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 650 | $93.6K | <0.1% | 00.0% | UnchangedConverted for a 2-for-1 split | – |
| Dmy Technology Group Inc IV23344K102 | COM CL A | 5,000 | $98.6K | <0.1% | +5,000 | New | – |
| FISFidelity National Information Services, Inc. | Stock | 1,500 | $99.7K | <0.1% | 00.0% | Unchanged | History |
| NXENexGen Energy Ltd. | COM | 11,250 | $103.5K | <0.1% | +11,250 | New | History |
| ECLEcolab Inc. | Stock | 395 | $103.7K | <0.1% | +82+26.2% | Added | History |
| ZTSZoetis Inc. | Stock | 840 | $105.7K | <0.1% | −1,500−64.1% | Reduced | History |
| ADPAutomatic Data Processing Inc | Stock | 413 | $106.2K | <0.1% | 00.0% | Unchanged | History |
| ENBEnbridge Inc | Stock | 2,252 | $107.7K | <0.1% | 00.0% | Unchanged | History |
| COFCapital One Financial Corp | Stock | 451 | $109.3K | <0.1% | 00.0% | Unchanged | History |
| Global X FDS37954Y673 | US INFR DEV ETF | 2,500 | $119.5K | <0.1% | 00.0% | Unchanged | – |
| TXNTexas Instruments Inc | Stock | 700 | $121.4K | <0.1% | 00.0% | Unchanged | History |
| ALGNAlign Technology Inc | COM | 802 | $125.2K | <0.1% | +802 | New | History |
| VLOValero Energy Corp | Stock | 800 | $130.2K | <0.1% | 00.0% | Unchanged | History |
| ADBEAdobe Inc. | Stock | 400 | $140.0K | <0.1% | 00.0% | Unchanged | History |
| OKLOOklo Inc. | COM CL A | 2,000 | $143.5K | <0.1% | +2,000 | New | History |
| ETNEaton Corp plc | Stock | 456 | $145.2K | <0.1% | +345+310.8% | Added | History |
| METAMeta Platforms, Inc. | Stock | 225 | $148.5K | <0.1% | +150+200.0% | Added | History |
| TTDTrade Desk, Inc. | Stock | 4,000 | $151.8K | <0.1% | −52,275−92.9% | Reduced | History |
| CMGChipotle Mexican Grill Inc | COM | 4,405 | $163.0K | <0.1% | +30+0.7% | Added | History |
| AMBAAmbarella Inc | SHS | 3,020 | $213.9K | 0.1% | +3,020 | New | History |
| WABWestinghouse Air Brake Technologies Corp | Stock | 1,003 | $214.1K | 0.1% | +3+0.3% | Added | History |
| Vanguard S&P 500 ETF922908363 | ETF | 363 | $227.6K | 0.1% | 00.0% | Unchanged | – |
| LOWLowes Companies Inc | Stock | 949 | $228.9K | 0.1% | 00.0% | Unchanged | History |
| UBERUber Technologies, Inc | Stock | 3,000 | $245.1K | 0.1% | 00.0% | Unchanged | History |
| LINLinde PLC | Stock | 575 | $245.2K | 0.1% | +303+111.4% | Added | History |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 2,797 | $250.2K | 0.1% | 00.0% | Unchanged | – |
| FBINFortune Brands Innovations, Inc. | COM | 5,322 | $266.2K | 0.1% | 00.0% | Unchanged | History |
| IBMInternational Business Machines Corp | Stock | 1,000 | $296.2K | 0.1% | 00.0% | Unchanged | History |
| LLYEli Lilly & Co | Stock | 286 | $307.4K | 0.1% | +24+9.2% | Added | History |
| DUKDuke Energy CORP | Stock | 2,858 | $335.0K | 0.1% | 00.0% | Unchanged | History |
| GDGeneral Dynamics Corp | Stock | 1,000 | $336.7K | 0.1% | 00.0% | Unchanged | History |
| NKENIKE, Inc. | Stock | 6,383 | $406.7K | 0.1% | +670+11.7% | Added | History |
| GEHCGE HealthCare Technologies Inc. | Stock | 5,041 | $413.5K | 0.1% | +30+0.6% | Added | History |
| PGRProgressive Corp | Stock | 1,816 | $413.5K | 0.1% | 00.0% | Unchanged | History |
| PEPPepsiCo Inc | Stock | 2,902 | $416.5K | 0.1% | −700−19.4% | Reduced | History |
| ASMLASML Holding NV | ADR | 393 | $420.5K | 0.1% | +30+8.3% | Added | History |
| MPWRMonolithic Power Systems, Inc. | COM | 550 | $498.5K | 0.1% | 00.0% | Unchanged | History |
| TJXTJX Companies Inc | Stock | 3,300 | $506.9K | 0.1% | +920+38.7% | Added | History |
| VLTOVeralto Corp | Stock | 5,283 | $527.1K | 0.2% | 00.0% | Unchanged | History |
| AMGNAmgen Inc | Stock | 1,800 | $589.2K | 0.2% | 00.0% | Unchanged | History |
| BMYBristol Myers Squibb Co | Stock | 10,938 | $590.0K | 0.2% | +200+1.9% | Added | History |
| GLDSPDR Gold Trust | ETF | 1,735 | $687.6K | 0.2% | 00.0% | Unchanged | History |
| CRMSalesforce, Inc. | Stock | 2,864 | $758.7K | 0.2% | −44−1.5% | Reduced | History |
| JPMJPMorgan Chase & Co | Stock | 2,369 | $763.3K | 0.2% | 00.0% | Unchanged | History |
| ABTAbbott Laboratories | Stock | 6,362 | $797.1K | 0.2% | 00.0% | Unchanged | History |
| UNPUnion Pacific Corp | Stock | 3,660 | $846.6K | 0.2% | 00.0% | Unchanged | History |
| MAMastercard Inc | Stock | 1,486 | $848.3K | 0.3% | 00.0% | Unchanged | History |
| NOWServiceNow, Inc. | Stock | 5,740 | $879.3K | 0.3% | +3,615+170.1% | AddedConverted for a 5-for-1 split | History |
| SBUXStarbucks Corp | Stock | 10,445 | $879.6K | 0.3% | +350+3.5% | Added | History |
| CMICummins Inc | Stock | 1,965 | $1.00M | 0.3% | 00.0% | Unchanged | History |
| DHRDanaher Corp | Stock | 4,869 | $1.11M | 0.3% | −20−0.4% | Reduced | History |
| MRKMerck & Co., Inc. | Stock | 11,038 | $1.16M | 0.3% | 00.0% | Unchanged | History |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 40,438 | $1.20M | 0.4% | 00.0% | Unchanged | – |
| WMWaste Management Inc | Stock | 5,730 | $1.26M | 0.4% | +1,026+21.8% | Added | History |
| QCOMQualcomm Inc | Stock | 7,544 | $1.29M | 0.4% | 00.0% | Unchanged | History |
| KOCoca Cola Co | Stock | 19,300 | $1.35M | 0.4% | 00.0% | Unchanged | History |
| GEVGE Vernova Inc. | Stock | 2,255 | $1.47M | 0.4% | +22+1.0% | Added | History |
| DISWalt Disney Co | Stock | 13,057 | $1.49M | 0.4% | 00.0% | Unchanged | History |
| WFCWells Fargo & Company | Stock | 16,692 | $1.56M | 0.5% | 00.0% | Unchanged | History |
| PHMPultegroup Inc | COM | 13,330 | $1.56M | 0.5% | +1,873+16.3% | Added | History |
| PFEPfizer Inc | Stock | 63,859 | $1.59M | 0.5% | 00.0% | Unchanged | History |
| ORCLOracle Corp | Stock | 8,252 | $1.61M | 0.5% | 00.0% | Unchanged | History |
| JNJJohnson & Johnson | Stock | 8,247 | $1.71M | 0.5% | +490+6.3% | Added | History |
| ABBVAbbVie Inc. | Stock | 7,575 | $1.73M | 0.5% | −5−0.1% | Reduced | History |
| CLColgate Palmolive Co | Stock | 22,305 | $1.76M | 0.5% | −1,500−6.3% | Reduced | History |
| GILDGilead Sciences, Inc. | Stock | 14,396 | $1.77M | 0.5% | 00.0% | Unchanged | History |
| VVisa Inc. | Stock | 5,200 | $1.82M | 0.5% | 00.0% | Unchanged | History |
| CVXChevron Corp | Stock | 14,526 | $2.21M | 0.7% | 00.0% | Unchanged | History |
| MCHPMicrochip Technology Inc | Stock | 35,876 | $2.29M | 0.7% | 00.0% | Unchanged | History |
| AFLAflac Inc | Stock | 24,867 | $2.74M | 0.8% | 00.0% | Unchanged | History |
| NEENextera Energy Inc | Stock | 34,485 | $2.77M | 0.8% | +480+1.4% | Added | History |
| ALBAlbemarle Corp | Stock | 21,000 | $2.97M | 0.9% | 00.0% | Unchanged | History |
Sold out since Q3 2025 (7)
Positions held at the end of Q3 2025 that are gone from this filing.
| Security | Class | Shares in Q3 2025 | Value in Q3 2025 | % of portfolio in Q3 2025 | History |
|---|---|---|---|---|---|
| JDJD.com, Inc. | SPON ADS CL A | 147,651 | $5.16M | 1.5% | History |
| VRSNVerisign Inc | COM | 3,979 | $1.11M | 0.3% | History |
| SIRISirius XM Holdings Inc. | COMMON STOCK | 10,282 | $239.3K | 0.1% | History |
| CAVACava Group, Inc. | COM | 785 | $47.4K | <0.1% | History |
| ICEIntercontinental Exchange, Inc. | Stock | 200 | $33.7K | <0.1% | History |
| SPOTSpotify Technology S.A. | Stock | 43 | $30.0K | <0.1% | History |
| XYLXylem Inc. | COM | 180 | $26.6K | <0.1% | History |