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13F-HR filed by Knuff & Co LLC

Knuff & Co LLC filed this 13F-HR for the quarter ended 2025-09-30, filed 2025-11-13, with 123 holding rows worth $345,174,331.

Accession
0001768089-25-000007
Filed
2025-11-13
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q3 2025

A holdings report, 123 entries on the cover page, a total value of $345,174,331 stated on the cover page (in dollars after the unit check, H1), rows summing to $345,174,331 with VALUE read as dollars as filed, 13F file number 028-19363. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
Apple Inc037833100COM156,038$39,731,956dollars as filed
Microsoft Corp594918104COM59,301$30,714,927dollars as filed
Procter & Gamble Co742718109COM134,071$20,600,009dollars as filed
Netflix, Inc64110L106COM16,816$20,161,039dollars as filed
NOVO-NORDISK A S ADR670100205ADR255,024$14,151,282dollars as filed
MERCADOLIBREINC58733R102STOK4,424$10,338,623dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM40,425$9,845,509dollars as filed
Costco Wholesale Corporation22160K105COM10,613$9,823,711dollars as filed
Caterpillar Inc.149123101COM20,569$9,814,498dollars as filed
ALIBABA GROUP HLDG LTD01609W102SPONSORED ADS54,392$9,721,482dollars as filed
FORTINET INC COM34959E109Stock104,975$8,826,298dollars as filed
Berkshire Hathaway Inc084670702COM16,773$8,432,458dollars as filed
Broadcom Inc.11135F101COM25,068$8,270,184dollars as filed
NVIDIA Corp67066G104COM41,605$7,762,661dollars as filed
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS26,327$7,352,868dollars as filed
Amazon.com, Inc023135106COM32,692$7,178,182dollars as filed
EXXON MOBIL CORP30231G102COM62,932$7,095,583dollars as filed
CELSIUS HLDGS INC15118V207COM NEW119,364$6,862,236dollars as filed
EQUIFAX INC COM294429105Stock23,500$6,028,455dollars as filed
Vertex Pharmaceuticals Incorporated92532F100COM14,184$5,555,022dollars as filed
JD.COM INC SPON ADS CL A47215P106ADR147,651$5,164,832dollars as filed
MONSTER BEVERAGE CORP NEW COM61174X109Stock72,477$4,878,427dollars as filed
American Tower Corporation03027X100COM24,745$4,758,958dollars as filed
Thermo Fisher Scientific Inc.883556102COM8,106$3,931,572dollars as filed
Boeing Company097023105COM17,881$3,859,256dollars as filed
MONGODB INC CL A60937P106Stock11,529$3,578,371dollars as filed
Home Depot, Inc437076102COM8,731$3,537,714dollars as filed
American Express Company025816109COM9,844$3,269,783dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM12,521$3,043,855dollars as filed
General Electric Company369604301COM9,999$3,007,899dollars as filed
AFLAC INC COM001055102Stock24,867$2,777,644dollars as filed
THETRADEDESKINCCLASSCLASSA88339J105STOK56,275$2,758,038dollars as filed
NextEra Energy,Inc.65339F101COM34,005$2,567,037dollars as filed
Oracle Corporation68389X105COM8,252$2,320,792dollars as filed
MICROCHIP TECHNOLOGY INC. COM595017104Stock35,876$2,303,957dollars as filed
Chevron Corporation166764100COM14,526$2,255,743dollars as filed
COLGATE PALMOLIVE CO COM194162103Stock23,805$1,902,972dollars as filed
Visa Inc92826C839COM5,200$1,775,176dollars as filed
AbbVie,Inc.00287Y109COM7,580$1,755,073dollars as filed
ALBEMARLE CORP012653101COM21,000$1,702,680dollars as filed
Pfizer Inc.717081103COM63,859$1,627,127dollars as filed
Gilead Sciences,Inc.375558103COM14,396$1,597,956dollars as filed
PULTE GROUP INC COM745867101Stock11,457$1,513,813dollars as filed
Walt Disney Co254687106COM13,057$1,495,027dollars as filed
Johnson & Johnson478160104COM7,757$1,438,303dollars as filed
Wells Fargo & Company949746101COM16,692$1,399,123dollars as filed
GE Vernova Inc.36828A101COM2,233$1,373,072dollars as filed
Coca-Cola Company191216100COM19,300$1,279,976dollars as filed
Qualcomm Incorporated747525103COM7,544$1,255,020dollars as filed
SCHWAB STRATEGIC TR808524409US LCAP VA ETF40,438$1,177,159dollars as filed
VERISIGN INC COM92343E102Stock3,979$1,112,409dollars as filed
Waste Management, Inc.94106L109COM4,704$1,038,784dollars as filed
Danaher Corporation235851102COM4,889$969,293dollars as filed
Merck & Co.,Inc.58933Y105COM11,038$926,419dollars as filed
Union Pacific Corporation907818108COM3,660$865,114dollars as filed
Starbucks Corporation855244109COM10,095$854,037dollars as filed
Abbott Laboratories002824100COM6,362$852,126dollars as filed
MasterCard, Inc57636Q104COM1,486$845,252dollars as filed
CUMMINS INC COM231021106Stock1,965$829,957dollars as filed
JPMorgan Chase & Co46625H100COM2,369$747,254dollars as filed
Salesforce.com, Inc79466L302COM2,908$689,196dollars as filed
SPDR GOLD TR78463V107GOLD SHS1,735$616,740dollars as filed
VERALTO CORP COM SHS92338C103Stock5,283$563,221dollars as filed
Amgen Inc.031162100COM1,800$507,960dollars as filed
MONOLITHIC PWR SYS INC COM609839105Stock550$506,352dollars as filed
PepsiCo,Inc.713448108COM3,602$505,865dollars as filed
Bristol-Myers Squibb Company110122108COM10,738$484,284dollars as filed
Progressive Corporation743315103COM1,816$448,461dollars as filed
NIKE,Inc. Class B654106103COM5,713$398,367dollars as filed
ServiceNow,Inc.81762P102COM425$391,119dollars as filed
iShares Core US Aggregate Bond ETF464287226SHS3,805$381,451dollars as filed
GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK36266G107Stock5,011$376,326dollars as filed
Duke Energy Corporation26441C204COM2,858$353,678dollars as filed
ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHSN07059210STOK363$351,417dollars as filed
TJX Companies Inc872540109COM2,380$344,005dollars as filed
ZOETIS INC CL A98978V103Stock2,340$342,389dollars as filed
GENERAL DYNAMICS CORP COM369550108Stock1,000$341,000dollars as filed
Uber Technologies90353T100COM3,000$293,910dollars as filed
FORTUNE BRANDS INNOVATIONS INC COM34964C106Stock5,322$284,142dollars as filed
International Business Machines Corporation459200101COM1,000$282,160dollars as filed
iShares Core MSCI EAFE ETF46432F842SHS2,797$244,206dollars as filed
SIRIUSXM HOLDINGS INC829933100COMMON STOCK10,282$239,314dollars as filed
Lowes Companies,Inc.548661107COM949$238,493dollars as filed
Vanguard S&P 500 ETF922908363COM363$222,294dollars as filed
WABTEC COM929740108Stock1,000$200,470dollars as filed
Eli Lilly and Company532457108COM262$199,906dollars as filed
CHIPOTLEMEXICANGRILLI169656105STOK4,375$171,456dollars as filed
Adobe Inc00724F101COM400$141,100dollars as filed
VALERO ENERGY CORP COM91913Y100Stock800$136,208dollars as filed
Linde plcG54950103COM272$129,200dollars as filed
Texas Instruments Incorporated882508104COM700$128,611dollars as filed
Automatic Data Processing,Inc.053015103COM413$121,216dollars as filed
GLOBAL X FDS37954Y673US INFR DEV ETF2,500$119,075dollars as filed
ENBRIDGE INC COM29250N105Stock2,252$113,636dollars as filed
OREILLY AUTOMOTIVE INC COM67103H107Stock1,000$107,810dollars as filed
FIDELITY NATL INFORMATION SVCS COM31620M106Stock1,500$98,910dollars as filed
CAPITAL ONE FINL CORP14040H105COM451$95,874dollars as filed
MONGODB INC CL A60937P106Stock1,000$92,418dollars as filedcall
Technology Select Sector SPDR Fund81369Y803SHS325$91,605dollars as filed
ECOLAB INC COM278865100Stock313$85,718dollars as filed
CME Group Inc. Class A12572Q105COM300$81,057dollars as filed
VANGUARD CALIF TAX FREE FDS922021605TAX EXEMPT BD FD800$79,816dollars as filed
GRABHLDGSLTDFCLASSCLASSAG4124C109STOK12,000$72,240dollars as filed
TRANE TECHNOLOGIES PLC SHSG8994E103Stock167$70,467dollars as filed
Analog Devices,Inc.032654105COM275$67,568dollars as filed
EBAY INC. COM278642103Stock700$63,665dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS95$63,584dollars as filed
TRIMBLE INC COM896239100Stock700$57,155dollars as filed
META PLATFORMS INC CL A30303M102COM75$55,079dollars as filed
Charles Schwab Corp808513105COM546$52,127dollars as filed
Philip Morris International Inc.718172109COM300$48,660dollars as filed
CAVAGROUPINC148929102STOK785$47,422dollars as filed
Eaton Corp. PlcG29183103COM111$41,542dollars as filed
Health Care Select Sector SPDR Fund81369Y209SHS290$40,359dollars as filed
iShares S&P 500 Value ETF464287408SHS175$36,139dollars as filed
Honeywell Technologies438516106COM162$34,101dollars as filed
Intercontinental Exchange,Inc.45866F104COM200$33,696dollars as filed
SPDR SER TR78468R812MSCI USA STRTGIC188$32,186dollars as filed
SPOTIFYTECHNOLOGYSAFL8681T102STOK43$30,014dollars as filed
Stryker Corporation863667101COM80$29,574dollars as filed
ARISTA NETWORKS INC040413106COM200$29,142dollars as filed
Vanguard FTSE Developed Markets ETF921943858SHS478$28,642dollars as filed
XYLEM INC COM98419M100Stock180$26,550dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001768089-25-000007this filing2025-11-13acceptance time not in the bulk data set