The Analysis of Knuff & Co LLC's Holdings
Currently, Knuff & Co LLC holds 122 types of securities in its portfolio with a total value $345.1M. In the most recent quarter, they have increased their positions in BABA (+54.4K shares, valued at $9.7M), NVO (+127.1K shares, valued at $7.1M), MDB (+11.5K shares, valued at $3.6M); decreased their positions in TTD (-69.2K shares, valued at $3.4M), FIS (-12.4K shares, valued at $817.7K), NFLX (-470 shares, valued at $563.5K); initiated new positions in BABA (+54.4K shares, valued at $9.7M), MDB (+11.5K shares, valued at $3.6M), AGG (+3.8K shares, valued at $381.5K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
AAPL APPLE INC156.0K shares6.35%2025-09-302025-11-13
MSFT MICROSOFT CORP59.3K shares-0.01%2025-09-302025-11-13 PG PROCTER AND GAMBLE CO134.1K shares0.40%2025-09-302025-11-13 NFLX NETFLIX INC16.8K shares-2.72%2025-09-302025-11-13 NVO NOVO-NORDISK A S255.0K shares99.36%2025-09-302025-11-13 MELI MERCADOLIBRE INC4.4K shares0.52%2025-09-302025-11-13 GOOG ALPHABET INC CL C40.4K shares0.94%2025-09-302025-11-13 COST COSTCO WHSL CORP10.6K shares2.71%2025-09-302025-11-13 CAT CATERPILLAR INC20.6K shares0.00%2025-09-302025-11-13 BABA ALIBABA GROUP HLDG LTD54.4K sharesnew addition2025-09-302025-11-13 FTNT FORTINET INC105.0K shares-2.73%2025-09-302025-11-13 BRK.B BERKSHIRE HATHAWAY INC CL B16.8K shares2.67%2025-09-302025-11-13 AVGO BROADCOM INC25.1K shares-1.56%2025-09-302025-11-13 NVDA NVIDIA CORPORATION41.6K shares0.11%2025-09-302025-11-13 TSM TAIWAN SEMICONDUCTOR MFG LTD26.3K shares-0.79%2025-09-302025-11-13 AMZN AMAZON COM INC32.7K shares0.90%2025-09-302025-11-13 XOM EXXON MOBIL CORP62.9K shares-0.03%2025-09-302025-11-13 CELH CELSIUS HLDGS INC119.4K shares5.36%2025-09-302025-11-13 EFX EQUIFAX INC23.5K shares0.00%2025-09-302025-11-13 VRTX VERTEX PHARMACEUTICALS INC14.2K shares1.34%2025-09-302025-11-13 JD JD.COM INC CL A147.7K shares-7.69%2025-09-302025-11-13 MNST MONSTER BEVERAGE CORP72.5K shares-9.59%2025-09-302025-11-13 AMT AMERICAN TOWER CORP24.7K shares-0.58%2025-09-302025-11-13 TMO THERMO FISHER SCIENTIFIC INC8.1K shares21.55%2025-09-302025-11-13 BA BOEING CO17.9K shares0.00%2025-09-302025-11-13 MDB MONGODB INC CL A11.5K sharesnew addition2025-09-302025-11-13 HD HOME DEPOT INC8.7K shares0.00%2025-09-302025-11-13 AXP AMERICAN EXPRESS CO9.8K shares0.00%2025-09-302025-11-13 GOOGL ALPHABET INC CL A12.5K shares0.40%2025-09-302025-11-13 GE GE AEROSPACE10.0K shares0.00%2025-09-302025-11-13 AFL AFLAC INC24.9K shares-1.81%2025-09-302025-11-13 TTD THE TRADE DESK INC CL A56.3K shares-55.17%2025-09-302025-11-13 NEE NEXTERA ENERGY INC34.0K shares-4.17%2025-09-302025-11-13 ORCL ORACLE CORP8.3K shares0.00%2025-09-302025-11-13 MCHP MICROCHIP TECHNOLOGY INC.35.9K shares-1.36%2025-09-302025-11-13 CVX CHEVRON CORP14.5K shares-0.43%2025-09-302025-11-13 CL COLGATE PALMOLIVE CO23.8K shares0.00%2025-09-302025-11-13 V VISA INC CL A5.2K shares0.00%2025-09-302025-11-13 ABBV ABBVIE INC7.6K shares0.00%2025-09-302025-11-13 ALB ALBEMARLE CORP21.0K shares0.00%2025-09-302025-11-13 PFE PFIZER INC63.9K shares-0.11%2025-09-302025-11-13 GILD GILEAD SCIENCES INC14.4K shares16.45%2025-09-302025-11-13 PHM PULTE GROUP INC11.5K shares109.64%2025-09-302025-11-13 DIS DISNEY WALT CO13.1K shares0.00%2025-09-302025-11-13 JNJ JOHNSON & JOHNSON7.8K shares-2.51%2025-09-302025-11-13 WFC WELLS FARGO CO16.7K shares0.00%2025-09-302025-11-13 GEV GE VERNOVA INC2.2K shares0.00%2025-09-302025-11-13 KO COCA COLA CO19.3K shares0.00%2025-09-302025-11-13 QCOM QUALCOMM INC7.5K shares-5.04%2025-09-302025-11-13 SCHV SCHWAB U.S. LARGE-CAP VALUE40.4K shares-0.49%2025-09-302025-11-13 VRSN VERISIGN INC4.0K shares23.27%2025-09-302025-11-13 WM WASTE MGMT INC4.7K shares9.68%2025-09-302025-11-13 DHR DANAHER CORPORATION4.9K shares-20.31%2025-09-302025-11-13 MRK MERCK & CO INC11.0K shares-5.56%2025-09-302025-11-13 UNP UNION PAC CORP3.7K shares0.00%2025-09-302025-11-13 SBUX STARBUCKS CORP10.1K shares7.37%2025-09-302025-11-13 ABT ABBOTT LABS6.4K shares-33.05%2025-09-302025-11-13 MA MASTERCARD INCORPORATED CL A1.5K shares0.00%2025-09-302025-11-13 CMI CUMMINS INC2.0K shares-6.96%2025-09-302025-11-13 JPM JPMORGAN CHASE & CO.2.4K shares0.00%2025-09-302025-11-13 CRM SALESFORCE INC2.9K shares-0.07%2025-09-302025-11-13 GLD SPDR GOLD SHARES1.7K shares9.46%2025-09-302025-11-13 VLTO VERALTO CORP5.3K shares0.00%2025-09-302025-11-13 AMGN AMGEN INC1.8K shares0.00%2025-09-302025-11-13 MPWR MONOLITHIC PWR SYS INC550 shares6.80%2025-09-302025-11-13 PEP PEPSICO INC3.6K shares-9.54%2025-09-302025-11-13 BMY BRISTOL-MYERS SQUIBB CO10.7K shares-22.46%2025-09-302025-11-13 PGR PROGRESSIVE CORP1.8K shares0.00%2025-09-302025-11-13 NKE NIKE INC CL B5.7K shares35.22%2025-09-302025-11-13 NOW SERVICENOW INC425 shares0.00%2025-09-302025-11-13 AGG ISHARES CORE U.S. AGGREGATE BOND3.8K sharesnew addition2025-09-302025-11-13 GEHC GE HEALTHCARE TECHNOLOGIES INC5.0K shares4.16%2025-09-302025-11-13 DUK DUKE ENERGY CORP2.9K shares0.00%2025-09-302025-11-13 ASML ASML HOLDING N V363 shares626.00%2025-09-302025-11-13 TJX TJX COS INC2.4K shares54.15%2025-09-302025-11-13 ZTS ZOETIS INC CL A2.3K shares0.00%2025-09-302025-11-13 GD GENERAL DYNAMICS CORP1.0K shares0.00%2025-09-302025-11-13 UBER UBER TECHNOLOGIES INC3.0K shares0.00%2025-09-302025-11-13 FBIN FORTUNE BRANDS INNOVATIONS INC5.3K shares0.00%2025-09-302025-11-13 IBM INTERNATIONAL BUSINESS MACHS1.0K shares0.00%2025-09-302025-11-13 IEFA ISHARES CORE MSCI EAFE2.8K shares0.00%2025-09-302025-11-13 SIRI SIRIUSXM HOLDINGS INC10.3K shares-22.59%2025-09-302025-11-13 LOW LOWES COS INC949 shares0.00%2025-09-302025-11-13 VOO VANGUARD S&P 500363 shares0.00%2025-09-302025-11-13 WAB WABTEC1.0K shares0.00%2025-09-302025-11-13 LLY ELI LILLY & CO262 shares-59.82%2025-09-302025-11-13 CMG CHIPOTLE MEXICAN GRILL INC4.4K shares0.00%2025-09-302025-11-13 ADBE ADOBE INC400 shares-44.83%2025-09-302025-11-13 VLO VALERO ENERGY CORP800 shares0.00%2025-09-302025-11-13 LIN LINDE PLC272 shares-9.93%2025-09-302025-11-13 TXN TEXAS INSTRS INC700 shares0.00%2025-09-302025-11-13 ADP AUTOMATIC DATA PROCESSING INC413 shares0.00%2025-09-302025-11-13 PAVE GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT2.5K shares0.00%2025-09-302025-11-13 ENB ENBRIDGE INC2.3K shares0.00%2025-09-302025-11-13 ORLY OREILLY AUTOMOTIVE INC1.0K shares33.33%2025-09-302025-11-13 FIS FIDELITY NATL INFORMATION SVCS1.5K shares-89.21%2025-09-302025-11-13 COF CAPITAL ONE FINL CORP451 shares-14.26%2025-09-302025-11-13 XLK TECHNOLOGY SELECT SECTOR SPDR FUND325 shares0.00%2025-09-302025-11-13 ECL ECOLAB INC313 shares1.29%2025-09-302025-11-13 CME CME GROUP INC300 shares0.00%2025-09-302025-11-13 VTEC VANGUARD CALIFORNIA TAX-EXEMPT BOND800 sharesnew addition2025-09-302025-11-13 GRAB GRAB HOLDINGS LTD12.0K sharesnew addition2025-09-302025-11-13 TT TRANE TECHNOLOGIES PLC167 shares0.00%2025-09-302025-11-13 ADI ANALOG DEVICES INC275 shares0.00%2025-09-302025-11-13 EBAY EBAY INC.700 shares0.00%2025-09-302025-11-13 IVV ISHARES CORE S&P 50095 shares-5.00%2025-09-302025-11-13 TRMB TRIMBLE INC700 shares0.00%2025-09-302025-11-13 META META PLATFORMS INC CL A75 shares25.00%2025-09-302025-11-13 SCHW SCHWAB CHARLES CORP546 shares0.00%2025-09-302025-11-13 PM PHILIP MORRIS INTL INC300 shares0.00%2025-09-302025-11-13 CAVA CAVA GROUP INC785 sharesnew addition2025-09-302025-11-13 ETN EATON CORP PLC111 shares0.00%2025-09-302025-11-13 XLV HEALTH CARE SELECT SECTOR SPDR FUND290 shares0.00%2025-09-302025-11-13 IVE ISHARES S&P 500 VALUE175 shares-12.50%2025-09-302025-11-13 HON HONEYWELL INTL INC162 shares0.00%2025-09-302025-11-13 ICE INTERCONTINENTAL EXCHANGE INC200 shares14.29%2025-09-302025-11-13 QUS STATE STREET SPDR MSCI USA STRATEGICFACTORS188 shares0.00%2025-09-302025-11-13 SPOT SPOTIFY TECHNOLOGY S A43 shares22.86%2025-09-302025-11-13 SYK STRYKER CORPORATION80 shares0.00%2025-09-302025-11-13 ANET ARISTA NETWORKS INC200 sharesnew addition2025-09-302025-11-13 VEA VANGUARD FTSE DEVELOPED MARKETS478 shares-18.43%2025-09-302025-11-13 XYL XYLEM INC180 sharesnew addition2025-09-302025-11-13 Call Option Holdings
MDB Call CallMONGODB INC CL A1.0K sharesnew addition2025-09-302025-11-13 Put Option Holdings
No put option holdings data available