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 |
|---|---|---|---|---|---|---|---|
| HDHome Depot, Inc. | Stock | 8,740 | $3.01M | 0.9% | +9+0.1% | Added | History |
| GEGeneral Electric Co | Stock | 10,090 | $3.11M | 0.9% | +91+0.9% | Added | History |
| AMTAmerican Tower Corp | REIT | 17,810 | $3.13M | 0.9% | −6,935−28.0% | Reduced | History |
| AXPAmerican Express Co | Stock | 9,950 | $3.68M | 1.1% | +106+1.1% | Added | History |
| BABoeing Co | Stock | 18,061 | $3.92M | 1.2% | +180+1.0% | Added | History |
| GOOGLAlphabet Inc. | Stock | 12,664 | $3.96M | 1.2% | +143+1.1% | Added | History |
| TMOThermo Fisher Scientific Inc. | Stock | 8,138 | $4.72M | 1.4% | +32+0.4% | Added | History |
| EFXEquifax Inc | COM | 23,500 | $5.10M | 1.5% | 00.0% | Unchanged | History |
| MNSTMonster Beverage Corp | COM | 72,477 | $5.56M | 1.6% | 00.0% | Unchanged | History |
| CELHCelsius Holdings, Inc. | COM NEW | 127,881 | $5.85M | 1.7% | +8,517+7.1% | Added | History |
| MDBMongoDB, Inc. | CL A | 14,171 | $5.95M | 1.8% | +2,642+22.9% | Added | History |
| VRTXVertex Pharmaceuticals Inc | Stock | 14,197 | $6.44M | 1.9% | +13+0.1% | Added | History |
| XOMExxonMobil Holdings Corp | COM | 62,917 | $7.57M | 2.2% | −150.0% | Reduced | History |
| NVDANVIDIA Corp | Stock | 41,170 | $7.68M | 2.3% | −435−1.0% | Reduced | History |
| BABAAlibaba Group Holding Ltd | ADR | 56,800 | $8.33M | 2.5% | +2,408+4.4% | Added | History |
| FTNTFortinet, Inc. | Stock | 105,300 | $8.33M | 2.5% | +325+0.3% | Added | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 27,728 | $8.43M | 2.5% | +1,401+5.3% | Added | History |
| BRK.BBerkshire Hathaway Inc | Stock | 16,913 | $8.50M | 2.5% | +140+0.8% | Added | History |
| AVGOBroadcom Inc. | Stock | 25,123 | $8.70M | 2.6% | +55+0.2% | Added | History |
| NVONovo Nordisk A S | ADR | 171,750 | $8.74M | 2.6% | −83,274−32.7% | Reduced | History |
| COSTCostco Wholesale Corp | Stock | 10,616 | $9.15M | 2.7% | +30.0% | Added | History |
| MELIMercadolibre Inc | COM | 4,977 | $10.0M | 3.0% | +553+12.5% | Added | History |
| AMZNAmazon Com Inc | Stock | 45,816 | $10.6M | 3.1% | +13,124+40.1% | Added | History |
| CATCaterpillar Inc | Stock | 20,569 | $11.8M | 3.5% | 00.0% | Unchanged | History |
| GOOGAlphabet Inc. | Stock | 40,473 | $12.7M | 3.7% | +48+0.1% | Added | History |
| NFLXNetflix Inc | Stock | 166,326 | $15.6M | 4.6% | −1,834−1.1% | ReducedConverted for a 10-for-1 split | History |
| PGProcter & Gamble Co | Stock | 133,447 | $19.1M | 5.6% | −624−0.5% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 59,607 | $28.8M | 8.5% | +306+0.5% | Added | History |
| AAPLApple Inc. | Stock | 158,841 | $43.2M | 12.7% | +2,803+1.8% | Added | 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 |