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13F-HR filed by Knuff & Co LLC

Knuff & Co LLC filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-02-04, with 129 holding rows worth $339,275,073.

Accession
0001768089-26-000001
Filed
2026-02-04
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2025

A holdings report, 129 entries on the cover page, a total value of $339,275,073 stated on the cover page (in dollars after the unit check, H1), rows summing to $339,275,073 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 Inc037833100COM158,841$43,182,478dollars as filed
Microsoft Corp594918104COM59,607$28,826,914dollars as filed
Procter & Gamble Co742718109COM133,447$19,124,290dollars as filed
Netflix, Inc64110L106COM166,326$15,594,726dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM40,473$12,700,427dollars as filed
Caterpillar Inc.149123101COM20,569$11,783,363dollars as filed
Amazon.com, Inc023135106COM45,816$10,575,249dollars as filed
MERCADOLIBREINC58733R102STOK4,977$10,024,972dollars as filed
Costco Wholesale Corporation22160K105COM10,616$9,154,413dollars as filed
NOVO-NORDISK A S ADR670100205ADR171,750$8,738,640dollars as filed
Broadcom Inc.11135F101COM25,123$8,695,070dollars as filed
Berkshire Hathaway Inc084670702COM16,913$8,501,319dollars as filed
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS27,728$8,426,262dollars as filed
FORTINET INC COM34959E109Stock105,300$8,330,109dollars as filed
ALIBABA GROUP HLDG LTD01609W102SPONSORED ADS56,800$8,325,744dollars as filed
NVIDIA Corp67066G104COM41,170$7,678,205dollars as filed
EXXON MOBIL CORP30231G102COM62,917$7,571,432dollars as filed
Vertex Pharmaceuticals Incorporated92532F100COM14,197$6,436,352dollars as filed
MONGODB INC CL A60937P106Stock14,171$5,947,427dollars as filed
CELSIUS HLDGS INC15118V207COM NEW127,881$5,849,277dollars as filed
MONSTER BEVERAGE CORP NEW COM61174X109Stock72,477$5,556,812dollars as filed
EQUIFAX INC COM294429105Stock23,500$5,099,030dollars as filed
Thermo Fisher Scientific Inc.883556102COM8,138$4,715,564dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM12,664$3,963,832dollars as filed
Boeing Company097023105COM18,061$3,921,404dollars as filed
American Express Company025816109COM9,950$3,681,003dollars as filed
American Tower Corporation03027X100COM17,810$3,126,902dollars as filed
General Electric Company369604301COM10,090$3,108,094dollars as filed
Home Depot, Inc437076102COM8,740$3,007,434dollars as filed
ALBEMARLE CORP012653101COM21,000$2,970,240dollars as filed
NextEra Energy,Inc.65339F101COM34,485$2,768,456dollars as filed
AFLAC INC COM001055102Stock24,867$2,742,084dollars as filed
MICROCHIP TECHNOLOGY INC. COM595017104Stock35,876$2,286,019dollars as filed
Chevron Corporation166764100COM14,526$2,213,908dollars as filed
Visa Inc92826C839COM5,200$1,823,692dollars as filed
Gilead Sciences,Inc.375558103COM14,396$1,766,965dollars as filed
COLGATE PALMOLIVE CO COM194162103Stock22,305$1,762,541dollars as filed
AbbVie,Inc.00287Y109COM7,575$1,730,812dollars as filed
Johnson & Johnson478160104COM8,247$1,706,688dollars as filed
Oracle Corporation68389X105COM8,252$1,608,397dollars as filed
Pfizer Inc.717081103COM63,859$1,590,089dollars as filed
PULTE GROUP INC COM745867101Stock13,330$1,563,076dollars as filed
Wells Fargo & Company949746101COM16,692$1,555,694dollars as filed
Walt Disney Co254687106COM13,057$1,485,495dollars as filed
GE Vernova Inc.36828A101COM2,255$1,473,800dollars as filed
Coca-Cola Company191216100COM19,300$1,349,263dollars as filed
Qualcomm Incorporated747525103COM7,544$1,290,401dollars as filed
Waste Management, Inc.94106L109COM5,730$1,258,938dollars as filed
SCHWAB STRATEGIC TR808524409US LCAP VA ETF40,438$1,197,378dollars as filed
Merck & Co.,Inc.58933Y105COM11,038$1,161,860dollars as filed
Danaher Corporation235851102COM4,869$1,114,611dollars as filed
CUMMINS INC COM231021106Stock1,965$1,003,034dollars as filed
Starbucks Corporation855244109COM10,445$879,573dollars as filed
ServiceNow,Inc.81762P102COM5,740$879,311dollars as filed
MasterCard, Inc57636Q104COM1,486$848,328dollars as filed
Union Pacific Corporation907818108COM3,660$846,631dollars as filed
Abbott Laboratories002824100COM6,362$797,095dollars as filed
JPMorgan Chase & Co46625H100COM2,369$763,339dollars as filed
Salesforce.com, Inc79466L302COM2,864$758,702dollars as filed
SPDR GOLD TR78463V107GOLD SHS1,735$687,598dollars as filed
Bristol-Myers Squibb Company110122108COM10,938$589,996dollars as filed
Amgen Inc.031162100COM1,800$589,158dollars as filed
VERALTO CORP COM SHS92338C103Stock5,283$527,138dollars as filed
TJX Companies Inc872540109COM3,300$506,913dollars as filed
MONOLITHIC PWR SYS INC COM609839105Stock550$498,498dollars as filed
ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHSN07059210STOK393$420,455dollars as filed
PepsiCo,Inc.713448108COM2,902$416,495dollars as filed
Progressive Corporation743315103COM1,816$413,540dollars as filed
GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK36266G107Stock5,041$413,463dollars as filed
NIKE,Inc. Class B654106103COM6,383$406,661dollars as filed
GENERAL DYNAMICS CORP COM369550108Stock1,000$336,660dollars as filed
Duke Energy Corporation26441C204COM2,858$334,986dollars as filed
Eli Lilly and Company532457108COM286$307,358dollars as filed
International Business Machines Corporation459200101COM1,000$296,210dollars as filed
FORTUNE BRANDS INNOVATIONS INC COM34964C106Stock5,322$266,206dollars as filed
iShares Core MSCI EAFE ETF46432F842SHS2,797$250,220dollars as filed
Linde plcG54950103COM575$245,174dollars as filed
Uber Technologies90353T100COM3,000$245,130dollars as filed
Lowes Companies,Inc.548661107COM949$228,861dollars as filed
Vanguard S&P 500 ETF922908363COM363$227,648dollars as filed
WABTEC COM929740108Stock1,003$214,104dollars as filed
AMBARELLA INCG037AX101SHS3,020$213,937dollars as filed
CHIPOTLEMEXICANGRILLI169656105STOK4,405$162,985dollars as filed
THETRADEDESKINCCLASSCLASSA88339J105STOK4,000$151,840dollars as filed
META PLATFORMS INC CL A30303M102COM225$148,520dollars as filed
Eaton Corp. PlcG29183103COM456$145,241dollars as filed
OKLO INC COM CL A02156V109Stock2,000$143,520dollars as filed
Adobe Inc00724F101COM400$139,996dollars as filed
VALERO ENERGY CORP COM91913Y100Stock800$130,232dollars as filed
ALIGN TECHNOLOGY INC COM016255101Stock802$125,232dollars as filed
Texas Instruments Incorporated882508104COM700$121,443dollars as filed
GLOBAL X FDS37954Y673US INFR DEV ETF2,500$119,475dollars as filed
CAPITAL ONE FINL CORP14040H105COM451$109,304dollars as filed
ENBRIDGE INC COM29250N105Stock2,252$107,713dollars as filed
Automatic Data Processing,Inc.053015103COM413$106,236dollars as filed
ZOETIS INC CL A98978V103Stock840$105,689dollars as filed
ECOLAB INC COM278865100Stock395$103,695dollars as filed
NEXGEN ENERGY LTD COM65340P106Stock11,250$103,500dollars as filed
FIDELITY NATL INFORMATION SVCS COM31620M106Stock1,500$99,690dollars as filed
PLANET LABS PBC23344K102COM5,000$98,600dollars as filed
Technology Select Sector SPDR Fund81369Y803SHS650$93,581dollars as filed
CME Group Inc. Class A12572Q105COM300$81,924dollars as filed
VANGUARD CALIF TAX FREE FDS922021605TAX EXEMPT BD FD800$80,208dollars as filed
GRABHLDGSLTDFCLASSCLASSAG4124C109STOK16,000$79,840dollars as filed
iShares Core US Aggregate Bond ETF464287226SHS760$75,909dollars as filed
QXO INC COM NEW82846H405Stock3,925$75,713dollars as filed
Analog Devices,Inc.032654105COM275$74,580dollars as filed
CAMECO CORP COM13321L108Stock750$68,618dollars as filed
OREILLY AUTOMOTIVE INC COM67103H107Stock750$68,408dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS95$65,069dollars as filed
TRANE TECHNOLOGIES PLC SHSG8994E103Stock167$64,996dollars as filed
EBAY INC. COM278642103Stock700$60,970dollars as filed
INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETF46137V357COM300$57,468dollars as filed
TRIMBLE INC COM896239100Stock700$54,845dollars as filed
Charles Schwab Corp808513105COM546$54,551dollars as filed
ENERGY FUELS INC292671708COM NEW3,750$54,525dollars as filed
NEXTDOOR HOLDINGS INC65345M108COM CL A25,000$52,500dollars as filed
Philip Morris International Inc.718172109COM300$48,120dollars as filed
Health Care Select Sector SPDR Fund81369Y209SHS290$44,892dollars as filed
PUBLIC STORAGE COM74460D109REIT146$37,887dollars as filed
iShares S&P 500 Value ETF464287408SHS175$37,112dollars as filed
NUSCALE PWR CORP CL A COM67079K100Stock2,500$35,425dollars as filed
SPDR SER TR78468R812MSCI USA STRTGIC188$32,747dollars as filed
Honeywell Technologies438516106COM162$31,605dollars as filed
SPROTT FDS TR85208P303URANI MINER ETF567$31,123dollars as filed
Vanguard FTSE Developed Markets ETF921943858SHS478$29,861dollars as filed
Stryker Corporation863667101COM80$28,118dollars as filed
ARISTA NETWORKS INC040413106COM200$26,206dollars as filed
PALO ALTO NETWORKS INC697435105COM140$25,788dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001768089-26-000001this filing2026-02-04acceptance time not in the bulk data set