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13F-HR filed by Knuff & Co LLC

Knuff & Co LLC filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-08-10, with 142 holding rows worth $394,898,988.

Accession
0001768089-26-000003
Filed
2026-08-10
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2026

A holdings report, 142 entries on the cover page, a total value of $394,898,988 stated on the cover page (in dollars after the unit check, H1), rows summing to $394,898,988 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 Inc037833100COM161,771$46,810,018dollars as filed
Microsoft Corp594918104COM65,290$24,167,843dollars as filed
Caterpillar Inc.149123101COM20,482$21,811,282dollars as filed
Procter & Gamble Co742718109COM126,346$18,527,377dollars as filed
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS36,998$17,669,135dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM48,471$17,126,258dollars as filed
FORTINET INC COM34959E109Stock105,607$16,223,347dollars as filed
MERCADOLIBREINC58733R102STOK9,341$15,855,320dollars as filed
Netflix, Inc64110L106COM182,592$13,037,069dollars as filed
NOVO-NORDISK A S ADR670100205ADR242,776$11,638,681dollars as filed
Amazon.com, Inc023135106COM43,960$10,477,426dollars as filed
NVIDIA Corp67066G104COM49,535$9,911,458dollars as filed
Costco Wholesale Corporation22160K105COM10,439$9,765,167dollars as filed
Broadcom Inc.11135F101COM23,515$8,882,791dollars as filed
EXXON MOBIL CORP30233Q108COM62,922$8,602,696dollars as filed
MONSTER BEVERAGE CORP NEW COM61174X109Stock82,592$7,938,743dollars as filed
Berkshire Hathaway Inc084670702COM14,412$7,211,621dollars as filed
Vertex Pharmaceuticals Incorporated92532F100COM14,288$7,097,278dollars as filed
ServiceNow,Inc.81762P102COM59,976$5,954,417dollars as filed
CELSIUS HLDGS INC15118V207COM NEW165,499$4,845,811dollars as filed
MONGODB INC CL A60937P106Stock14,365$4,825,204dollars as filed
ALIBABA GROUP HLDG LTD01609W102SPONSORED ADS49,940$4,793,241dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM13,135$4,694,055dollars as filed
iShares Floating Rate Bond ETF46429B655SHS87,524$4,468,100dollars as filed
Boeing Company097023105COM18,031$3,903,171dollars as filed
HIMAX TECHNOLOGIES INC SPONSORED ADR43289P106ADR248,970$3,819,210dollars as filed
General Electric Company369604301COM10,099$3,774,386dollars as filed
AFLAC INC COM001055102Stock30,497$3,575,773dollars as filed
American Express Company025816109COM10,543$3,566,170dollars as filed
Thermo Fisher Scientific Inc.883556102COM7,033$3,526,065dollars as filed
NextEra Energy,Inc.65339F101COM35,656$3,129,527dollars as filed
Home Depot, Inc437076102COM8,136$2,869,404dollars as filed
ALBEMARLE CORP012653101COM21,000$2,835,630dollars as filed
EQUIFAX INC COM294429105Stock17,600$2,793,472dollars as filed
Johnson & Johnson478160104COM10,973$2,786,778dollars as filed
Chevron Corporation166764100COM16,297$2,701,391dollars as filed
GE Vernova Inc.36828A101COM2,283$2,682,205dollars as filed
Gilead Sciences,Inc.375558103COM17,641$2,228,764dollars as filed
AbbVie,Inc.00287Y109COM8,555$2,152,780dollars as filed
VANGUARD TAX-EXEMPT BOND ETF922907746ETF42,050$2,126,889dollars as filed
COLGATE PALMOLIVE CO COM194162103Stock22,305$2,044,922dollars as filed
Oracle Corporation68389X105COM11,872$1,739,842dollars as filed
Merck & Co.,Inc.58933Y105COM13,038$1,675,383dollars as filed
Visa Inc92826C839COM4,797$1,645,803dollars as filed
Coca-Cola Company191216100COM19,300$1,568,511dollars as filed
Pfizer Inc.717081103COM63,859$1,537,725dollars as filed
Union Pacific Corporation907818108COM5,310$1,444,320dollars as filed
CUMMINS INC COM231021106Stock1,965$1,401,458dollars as filed
Danaher Corporation235851102COM6,462$1,230,882dollars as filed
Wells Fargo & Company949746101COM14,292$1,181,091dollars as filed
JPMorgan Chase & Co46625H100COM3,507$1,147,946dollars as filed
SPDR SSgA Multi-Asset Real Return ETF78467V103SHS31,765$1,096,210dollars as filed
MasterCard, Inc57636Q104COM2,040$1,047,744dollars as filed
AMPHENOL CORP NEW032095101COM5,675$1,000,616dollars as filed
Bristol-Myers Squibb Company110122108COM16,438$947,158dollars as filed
PALO ALTO NETWORKS INC697435105COM2,699$920,413dollars as filed
Starbucks Corporation855244109COM8,580$876,790dollars as filed
SCHWAB STRATEGIC TR808524409US LCAP VA ETF23,700$825,007dollars as filed
CROWDSTRIKE HLDGS INC22788C105COM1,056$805,876dollars as filed
BLOOM ENERGY CORP093712107COM2,557$774,004dollars as filed
Qualcomm Incorporated747525103COM4,144$765,770dollars as filed
MONOLITHIC PWR SYS INC COM609839105Stock549$758,916dollars as filed
CHENIERE ENERGY INC COM NEW16411R208Stock3,074$734,717dollars as filed
Waste Management, Inc.94106L109COM3,200$713,216dollars as filed
Amgen Inc.031162100COM1,800$651,816dollars as filed
ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHSN07059210STOK323$642,589dollars as filed
VERALTO CORP COM SHS92338C103Stock6,983$619,252dollars as filed
Eaton Corp. PlcG29183103COM1,333$568,018dollars as filed
SPDR GOLD TR78463V107GOLD SHS1,485$547,044dollars as filed
MICROCHIP TECHNOLOGY INC. COM595017104Stock5,750$524,400dollars as filed
EMERSON ELEC CO COM291011104Stock3,400$486,710dollars as filed
Texas Instruments Incorporated882508104COM1,560$464,989dollars as filed
TJX Companies Inc872540109COM3,060$463,590dollars as filed
ECOLAB INC COM278865100Stock1,605$447,169dollars as filed
Linde plcG54950103COM768$398,546dollars as filed
Progressive Corporation743315103COM1,816$396,705dollars as filed
GENERAL DYNAMICS CORP COM369550108Stock1,000$354,240dollars as filed
IONQ INC COM46222L108Stock6,500$346,190dollars as filed
META PLATFORMS INC CL A30303M102COM610$343,607dollars as filed
MPLX LP55336V100COM UNIT REP LTD5,500$309,815dollars as filed
Walt Disney Co254687106COM3,130$301,263dollars as filed
ARES MANAGEMENT CORPORATION CL A COM STK03990B101Stock2,635$293,302dollars as filed
PepsiCo,Inc.713448108COM2,108$285,423dollars as filed
ConocoPhillips20825C104COM2,745$285,370dollars as filed
International Business Machines Corporation459200101COM1,000$281,210dollars as filed
iShares Core MSCI EAFE ETF46432F842SHS2,797$270,134dollars as filed
WABTEC COM929740108Stock1,000$269,600dollars as filed
PLANET LABS PBC72703X106COM CL A7,900$261,727dollars as filed
OCCIDENTAL PETE CORP674599105COM5,325$258,635dollars as filed
VANGUARD CALIF TAX FREE FDS922021605TAX EXEMPT BD FD2,500$251,500dollars as filed
Morgan Stanley617446448COM1,175$245,622dollars as filed
Charles Schwab Corp808513105COM2,600$239,902dollars as filed
CHIPOTLEMEXICANGRILLI169656105STOK6,830$232,220dollars as filed
Eli Lilly and Company532457108COM191$229,091dollars as filed
Uber Technologies90353T100COM3,000$216,480dollars as filed
VALERO ENERGY CORP COM91913Y100Stock800$208,352dollars as filed
Vanguard S&P 500 ETF922908363COM296$203,296dollars as filed
AGILENT TECHNOLOGIES INC COM00846U101Stock1,525$202,566dollars as filed
ASTRAZENECA PLC ORDG0593M107ADR1,050$199,101dollars as filed
Duke Energy Corporation26441C204COM1,540$194,933dollars as filed
JABIL INC COM466313103Stock500$192,740dollars as filed
NORTHROP GRUMMAN CORP COM666807102Stock350$178,259dollars as filed
Lowes Companies,Inc.548661107COM800$176,392dollars as filed
UNITED RENTALS INC COM911363109Stock150$169,934dollars as filed
Stryker Corporation863667101COM520$163,717dollars as filed
NISOURCE INC COM65473P105Stock3,152$149,878dollars as filed
GLOBAL X FDS37954Y673US INFR DEV ETF2,500$147,300dollars as filed
ENBRIDGE INC COM29250N105Stock2,600$140,946dollars as filed
Walmart Inc.931142103COM1,215$137,611dollars as filed
Vanguard FTSE Developed Markets ETF921943858SHS1,919$136,755dollars as filed
American Tower Corporation03027X100COM800$130,856dollars as filed
Technology Select Sector SPDR Fund81369Y803SHS650$123,838dollars as filed
ARISTA NETWORKS INC040413205COM685$116,368dollars as filed
GALLAGHER ARTHUR J & CO COM363576109Stock500$114,785dollars as filed
NEXGEN ENERGY LTD COM65340P106Stock11,250$105,638dollars as filed
TRANE TECHNOLOGIES PLC SHSG8994E103Stock200$98,232dollars as filed
OKLO INC COM CL A02156V109Stock1,750$91,578dollars as filed
SPDR SER TR78464A508PRTFLO S&P500 VL1,502$91,307dollars as filed
HONEYWELL INTL INC COM438516205Stock375$83,963dollars as filed
HONEYWELL AEROSPACE INC COM43849R105Stock375$82,905dollars as filed
EBAY INC. COM278642103Stock700$78,225dollars as filed
Philip Morris International Inc.718172109COM400$72,364dollars as filed
OREILLY AUTOMOTIVE INC COM67103H107Stock750$69,068dollars as filed
Salesforce.com, Inc79466L302COM440$68,930dollars as filed
iShares Gold Trust464285204COM900$67,959dollars as filed
McDonalds Corporation580135101COM250$67,578dollars as filed
INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETF46137V357COM300$63,831dollars as filed
FRANKLIN TEMPLETON ETF TR35473P108INTL COR DIV TIL1,428$61,004dollars as filed
ENERGY FUELS INC292671708COM NEW3,750$54,375dollars as filed
CANADIAN PACIFIC KANSAS CITY COM13646K108Stock576$49,910dollars as filed
INVESCO EXCH TRD SLF IDX FD46138J742RAFI STRATGIC US723$47,414dollars as filed
PUBLIC STORAGE COM74460D109REIT146$46,473dollars as filed
iShares S&P 500 Value ETF464287408SHS175$39,736dollars as filed
Health Care Select Sector SPDR Fund81369Y209SHS250$39,665dollars as filed
SPDW78463X889COM767$38,649dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS50$37,445dollars as filed
XTRACKERS MSCI EAFE HIGH DIVIDEND YIELD EQUITY ETF233051630ETF1,030$33,104dollars as filed
EVERGY INC COM30034W106Stock350$30,251dollars as filed
SPROTT FDS TR85208P303URANI MINER ETF567$29,819dollars as filed
DBX ETF TR XTRACK HRVST CSI233051879XTRACK HRVST CSI809$29,658dollars as filed
Intel Corp458140100COM208$29,043dollars as filed
Vanguard Value ETF922908744SHS123$26,805dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001768089-26-000003this filing2026-08-10acceptance time not in the bulk data set