Investor
Knuff & Co LLC
CIK 0001768089 · filed 2026-02-04 · SEC filing
13F book
$339.3M
Positions
129
Largest name
12.7%
Apple Inc. · AAPL
Est. mark
—
Need a prior quarter to estimate
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Apple Inc. | AAPL | 158.8K | $43.2M | 12.7% | — | Held |
| Microsoft Corp | MSFT | 59.6K | $28.8M | 8.5% | — | Held |
| Procter And Gamble Co | PG | 133.4K | $19.1M | 5.6% | — | Held |
| Netflix Inc | NFLX | 166.3K | $15.6M | 4.6% | — | Held |
| Alphabet Inc | — | 40.5K | $12.7M | 3.7% | — | Held |
| Caterpillar Inc | CAT | 20.6K | $11.8M | 3.5% | — | Held |
| Amazon Com Inc | AMZN | 45.8K | $10.6M | 3.1% | — | Held |
| Mercadolibre Inc | MELI | 4.98K | $10M | 3.0% | — | Held |
| Costco Whsl Corp New | — | 10.6K | $9.15M | 2.7% | — | Held |
| Novo-Nordisk A S | — | 171.8K | $8.74M | 2.6% | — | Held |
| Broadcom Inc. | AVGO | 25.1K | $8.7M | 2.6% | — | Held |
| Berkshire Hathaway Inc Del | — | 16.9K | $8.5M | 2.5% | — | Held |
| Taiwan Semiconductor Mfg Ltd | — | 27.7K | $8.43M | 2.5% | — | Held |
| Fortinet, Inc. | FTNT | 105.3K | $8.33M | 2.5% | — | Held |
| Alibaba Group Hldg Ltd | — | 56.8K | $8.33M | 2.5% | — | Held |
| Nvidia Corp | NVDA | 41.2K | $7.68M | 2.3% | — | Held |
| Exxon Mobil Corp | — | 62.9K | $7.57M | 2.2% | — | Held |
| Vertex Pharmaceuticals Inc | — | 14.2K | $6.44M | 1.9% | — | Held |
| MongoDB, Inc. | MDB | 14.2K | $5.95M | 1.8% | — | Held |
| Celsius Hldgs Inc | — | 127.9K | $5.85M | 1.7% | — | Held |
| Monster Beverage Corp New | — | 72.5K | $5.56M | 1.6% | — | Held |
| Equifax Inc | EFX | 23.5K | $5.1M | 1.5% | — | Held |
| Thermo Fisher Scientific Inc. | TMO | 8.14K | $4.72M | 1.4% | — | Held |
| Alphabet Inc | — | 12.7K | $3.96M | 1.2% | — | Held |
| Boeing Co | — | 18.1K | $3.92M | 1.2% | — | Held |
| American Express Co | AXP | 9.95K | $3.68M | 1.1% | — | Held |
| American Tower Corp New | — | 17.8K | $3.13M | 0.9% | — | Held |
| Ge Aerospace | — | 10.1K | $3.11M | 0.9% | — | Held |
| Home Depot, Inc. | HD | 8.74K | $3.01M | 0.9% | — | Held |
| Albemarle Corp | — | 21K | $2.97M | 0.9% | — | Held |
| Nextera Energy Inc | — | 34.5K | $2.77M | 0.8% | — | Held |
| Aflac Inc | AFL | 24.9K | $2.74M | 0.8% | — | Held |
| Microchip Technology Inc. | — | 35.9K | $2.29M | 0.7% | — | Held |
| Chevron Corp New | CVX | 14.5K | $2.21M | 0.7% | — | Held |
| Visa Inc. | V | 5.2K | $1.82M | 0.5% | — | Held |
| Gilead Sciences, Inc. | GILD | 14.4K | $1.77M | 0.5% | — | Held |
| Colgate Palmolive Co | CL | 22.3K | $1.76M | 0.5% | — | Held |
| AbbVie Inc. | ABBV | 7.58K | $1.73M | 0.5% | — | Held |
| Johnson & Johnson | JNJ | 8.25K | $1.71M | 0.5% | — | Held |
| Oracle Corp | — | 8.25K | $1.61M | 0.5% | — | Held |
| Pfizer Inc | PFE | 63.9K | $1.59M | 0.5% | — | Held |
| Pulte Group Inc | — | 13.3K | $1.56M | 0.5% | — | Held |
| Wells Fargo Co New | — | 16.7K | $1.56M | 0.5% | — | Held |
| Disney Walt Co | — | 13.1K | $1.49M | 0.4% | — | Held |
| GE Vernova Inc. | GEV | 2.25K | $1.47M | 0.4% | — | Held |
| Coca Cola Co | KO | 19.3K | $1.35M | 0.4% | — | Held |
| Qualcomm Inc | — | 7.54K | $1.29M | 0.4% | — | Held |
| Waste Mgmt Inc Del | — | 5.73K | $1.26M | 0.4% | — | Held |
| Schwab Strategic Tr | — | 40.4K | $1.2M | 0.4% | — | Held |
| Merck & Co., Inc. | MRK | 11K | $1.16M | 0.3% | — | Held |
| Danaher Corporation | — | 4.87K | $1.11M | 0.3% | — | Held |
| Cummins Inc | CMI | 1.97K | $1M | 0.3% | — | Held |
| Starbucks Corp | SBUX | 10.4K | $879.6K | 0.3% | — | Held |
| ServiceNow, Inc. | NOW | 5.74K | $879.3K | 0.3% | — | Held |
| Mastercard Inc | MA | 1.49K | $848.3K | 0.3% | — | Held |
| Union Pac Corp | — | 3.66K | $846.6K | 0.3% | — | Held |
| Abbott Labs | ABT | 6.36K | $797.1K | 0.2% | — | Held |
| Jpmorgan Chase & Co. | — | 2.37K | $763.3K | 0.2% | — | Held |
| Salesforce, Inc. | CRM | 2.86K | $758.7K | 0.2% | — | Held |
| Spdr Gold Tr | — | 1.74K | $687.6K | 0.2% | — | Held |
| Bristol-Myers Squibb Co | — | 10.9K | $590K | 0.2% | — | Held |
| Amgen Inc | AMGN | 1.8K | $589.2K | 0.2% | — | Held |
| Veralto Corp | VLTO | 5.28K | $527.1K | 0.2% | — | Held |
| Tjx Cos Inc New | — | 3.3K | $506.9K | 0.1% | — | Held |
| Monolithic Pwr Sys Inc | — | 550 | $498.5K | 0.1% | — | Held |
| Asml Holding N V | — | 393 | $420.5K | 0.1% | — | Held |
| Pepsico Inc | PEP | 2.9K | $416.5K | 0.1% | — | Held |
| Progressive Corp | — | 1.82K | $413.5K | 0.1% | — | Held |
| Ge Healthcare Technologies I | — | 5.04K | $413.5K | 0.1% | — | Held |
| NIKE, Inc. | NKE | 6.38K | $406.7K | 0.1% | — | Held |
| General Dynamics Corp | GD | 1K | $336.7K | 0.1% | — | Held |
| Duke Energy Corp New | — | 2.86K | $335K | 0.1% | — | Held |
| Eli Lilly & Co | LLY | 286 | $307.4K | 0.1% | — | Held |
| International Business Machs | — | 1K | $296.2K | 0.1% | — | Held |
| Fortune Brands Innovations I | — | 5.32K | $266.2K | 0.1% | — | Held |
| Ishares Tr | — | 2.8K | $250.2K | 0.1% | — | Held |
| Linde Plc | LIN | 575 | $245.2K | 0.1% | — | Held |
| Uber Technologies, Inc | UBER | 3K | $245.1K | 0.1% | — | Held |
| Lowes Cos Inc | — | 949 | $228.9K | 0.1% | — | Held |
| Vanguard Index Fds | — | 363 | $227.6K | 0.1% | — | Held |
| Wabtec | — | 1K | $214.1K | 0.1% | — | Held |
| Ambarella Inc | AMBA | 3.02K | $213.9K | 0.1% | — | Held |
| Chipotle Mexican Grill Inc | CMG | 4.41K | $163K | 0.0% | — | Held |
| Trade Desk, Inc. | TTD | 4K | $151.8K | 0.0% | — | Held |
| Meta Platforms, Inc. | META | 225 | $148.5K | 0.0% | — | Held |
| Eaton Corp Plc | ETN | 456 | $145.2K | 0.0% | — | Held |
| Oklo Inc. | OKLO | 2K | $143.5K | 0.0% | — | Held |
| Adobe Inc. | ADBE | 400 | $140K | 0.0% | — | Held |
| Valero Energy Corp | — | 800 | $130.2K | 0.0% | — | Held |
| Align Technology Inc | ALGN | 802 | $125.2K | 0.0% | — | Held |
| Texas Instrs Inc | — | 700 | $121.4K | 0.0% | — | Held |
| Global X Fds | — | 2.5K | $119.5K | 0.0% | — | Held |
| Capital One Finl Corp | — | 451 | $109.3K | 0.0% | — | Held |
| Enbridge Inc | — | 2.25K | $107.7K | 0.0% | — | Held |
| Automatic Data Processing In | — | 413 | $106.2K | 0.0% | — | Held |
| Zoetis Inc. | ZTS | 840 | $105.7K | 0.0% | — | Held |
| Ecolab Inc. | ECL | 395 | $103.7K | 0.0% | — | Held |
| NexGen Energy Ltd. | NXE | 11.3K | $103.5K | 0.0% | — | Held |
| Fidelity Natl Information Sv | — | 1.5K | $99.7K | 0.0% | — | Held |
| Planet Labs Pbc | PL | 5K | $98.6K | 0.0% | — | Held |
| Select Sector Spdr Tr | — | 650 | $93.6K | 0.0% | — | Held |
| Cme Group Inc. | CME | 300 | $81.9K | 0.0% | — | Held |
| Vanguard Calif Tax Free Fds | — | 800 | $80.2K | 0.0% | — | Held |
| Grab Holdings Limited | — | 16K | $79.8K | 0.0% | — | Held |
| Ishares Tr | — | 760 | $75.9K | 0.0% | — | Held |
| Qxo Inc | — | 3.92K | $75.7K | 0.0% | — | Held |
| Analog Devices Inc | ADI | 275 | $74.6K | 0.0% | — | Held |
| Cameco Corp | CCJ | 750 | $68.6K | 0.0% | — | Held |
| Oreilly Automotive Inc | — | 750 | $68.4K | 0.0% | — | Held |
| Ishares Tr | — | 95 | $65.1K | 0.0% | — | Held |
| Trane Technologies Plc | TT | 167 | $65K | 0.0% | — | Held |
| Ebay Inc | EBAY | 700 | $61K | 0.0% | — | Held |
| Invesco Exchange Traded Fd T | — | 300 | $57.5K | 0.0% | — | Held |
| Trimble Inc. | TRMB | 700 | $54.8K | 0.0% | — | Held |
| Schwab Charles Corp | — | 546 | $54.6K | 0.0% | — | Held |
| Energy Fuels Inc | UUUU | 3.75K | $54.5K | 0.0% | — | Held |
| Nextdoor Holdings, Inc. | NXDR | 25K | $52.5K | 0.0% | — | Held |
| Philip Morris Intl Inc | — | 300 | $48.1K | 0.0% | — | Held |
| Select Sector Spdr Tr | — | 290 | $44.9K | 0.0% | — | Held |
| Public Storage Oper Co | — | 146 | $37.9K | 0.0% | — | Held |
| Ishares Tr | — | 175 | $37.1K | 0.0% | — | Held |
| Nuscale Pwr Corp | — | 2.5K | $35.4K | 0.0% | — | Held |
| Spdr Series Trust | — | 188 | $32.7K | 0.0% | — | Held |
| Honeywell Intl Inc | — | 162 | $31.6K | 0.0% | — | Held |
| Sprott Fds Tr | — | 567 | $31.1K | 0.0% | — | Held |
| Vanguard Tax-Managed Fds | — | 478 | $29.9K | 0.0% | — | Held |
| Stryker Corp | SYK | 80 | $28.1K | 0.0% | — | Held |
| Arista Networks, Inc. | ANET | 200 | $26.2K | 0.0% | — | Held |
| Palo Alto Networks Inc | PANW | 140 | $25.8K | 0.0% | — | Held |
Positions as of Q4 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.