Sponsored
The Analysis of Knuff & Co LLC's Holdings & P&L
Currently, Knuff & Co LLC holds 134 types of securities in its portfolio with a total value $331.9M. In the most recent quarter, they have increased their positions in NOW (+34.8K shares, valued at $3.6M), TSM (+9.1K shares, valued at $3.1M), QXO (+124.6K shares, valued at $2.4M); decreased their positions in AMT (-14.8K shares, valued at $2.6M), N/A (-2.5K shares, valued at $1.2M), AMZN (-3.7K shares, valued at $771.0K); initiated new positions in APH (+5.6K shares, valued at $707.6K), LNG (+2.2K shares, valued at $627.4K), EMR (+3.4K shares, valued at $445.5K).
1M P&L
+6.4M+1.95%
3M P&L
+12.7M+3.97%
HY P&L
+6.5M+1.99%
P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.
Top Holding Treemap
Top Industries by Value
1Consumer Electronics40.0M
13.5%
2Software - Infrastructure36.5M
12.3%
3Internet Retail25.7M
8.7%
Top Industries by Stock Count
1N/A20 stocks
16.8%
2Drug Manufacturers - General8 stocks
6.7%
3Software - Infrastructure6 stocks
5.0%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
AAPL
-0.85%APPLE INC
Shares157.5K
Event2026-03-31
Filed2026-05-11
MSFT
0.43%MICROSOFT CORP
Shares59.9K
Event2026-03-31
Filed2026-05-11
PG
-1.81%PROCTER & GAMBLE CO
Shares131.0K
Event2026-03-31
Filed2026-05-11
NFLX
4.31%NETFLIX INC.
Shares173.5K
Event2026-03-31
Filed2026-05-11
CAT
1.04%CATERPILLAR INC
Shares20.8K
Event2026-03-31
Filed2026-05-11
TSM
32.93%TAIWAN SEMICONDUCTOR MFG LTD
Shares36.9K
Event2026-03-31
Filed2026-05-11
ALPHABET INC CL C
0.81%ALPHABET INC CL C
Shares40.8K
Event2026-03-31
Filed2026-05-11
XOM
-0.07%EXXON MOBIL CORP
Shares62.9K
Event2026-03-31
Filed2026-05-11
COST
-0.88%COSTCO WHOLESALE CORPORATION
Shares10.5K
Event2026-03-31
Filed2026-05-11
MELI
14.59%MERCADOLIBRE INC
Shares5.7K
Event2026-03-31
Filed2026-05-11
AMZN
-8.08%AMAZON COM INC
Shares42.1K
Event2026-03-31
Filed2026-05-11
NVO
36.96%NOVO-NORDISK A S
Shares235.2K
Event2026-03-31
Filed2026-05-11
FTNT
-1.26%FORTINET INC
Shares104.0K
Event2026-03-31
Filed2026-05-11
BROADCOM INC
-2.24%BROADCOM INC
Shares24.6K
Event2026-03-31
Filed2026-05-11
NVDA
-1.83%NVIDIA CORPORATION
Shares40.4K
Event2026-03-31
Filed2026-05-11
BABA
-1.17%ALIBABA GROUP HLDG LTD
Shares56.1K
Event2026-03-31
Filed2026-05-11
BERKSHIRE HATHAWAY INC CL B
-15.05%BERKSHIRE HATHAWAY INC CL B
Shares14.4K
Event2026-03-31
Filed2026-05-11
VRTX
-1.52%VERTEX PHARMACEUTICALS INC
Shares14.0K
Event2026-03-31
Filed2026-05-11
MNST
2.21%MONSTER BEVERAGE CORP
Shares74.1K
Event2026-03-31
Filed2026-05-11
NOW
605.82%SERVICENOW INC
Shares40.5K
Event2026-03-31
Filed2026-05-11
EFX
-2.13%EQUIFAX INC
Shares23.0K
Event2026-03-31
Filed2026-05-11
CELH
-10.02%CELSIUS HLDGS INC
Shares115.1K
Event2026-03-31
Filed2026-05-11
ALPHABET INC CL A
5.50%ALPHABET INC CL A
Shares13.4K
Event2026-03-31
Filed2026-05-11
ALB
0.00%ALBEMARLE CORP
Shares21.0K
Event2026-03-31
Filed2026-05-11
MDB
8.38%MONGODB INC CL A
Shares15.4K
Event2026-03-31
Filed2026-05-11
BA
0.00%BOEING CO
Shares18.1K
Event2026-03-31
Filed2026-05-11
TMO
-10.22%THERMO FISHER SCIENTIFIC INC
Shares7.3K
Event2026-03-31
Filed2026-05-11
NEE
0.87%NEXTERA ENERGY INC
Shares34.8K
Event2026-03-31
Filed2026-05-11
CVX
1.38%CHEVRON CORPORATION
Shares14.7K
Event2026-03-31
Filed2026-05-11
AXP
0.00%AMERICAN EXPRESS CO
Shares9.9K
Event2026-03-31
Filed2026-05-11
GE AEROSPACE
0.09%GE AEROSPACE
Shares10.1K
Event2026-03-31
Filed2026-05-11
HD
-1.32%HOME DEPOT INC
Shares8.6K
Event2026-03-31
Filed2026-05-11
AFL
0.00%AFLAC INC
Shares24.9K
Event2026-03-31
Filed2026-05-11
JNJ
25.59%JOHNSON & JOHNSON
Shares10.4K
Event2026-03-31
Filed2026-05-11
QXO
3175.11%QXO INC
Shares128.5K
Event2026-03-31
Filed2026-05-11
GILD
2.78%GILEAD SCIENCES INC
Shares14.8K
Event2026-03-31
Filed2026-05-11
GEV
1.24%GE VERNOVA INC
Shares2.3K
Event2026-03-31
Filed2026-05-11
ABBV
18.48%ABBVIE INC
Shares9.0K
Event2026-03-31
Filed2026-05-11
CL
0.00%COLGATE PALMOLIVE CO
Shares22.3K
Event2026-03-31
Filed2026-05-11
PFE
0.00%PFIZER INC
Shares63.9K
Event2026-03-31
Filed2026-05-11
ORCL
43.87%ORACLE CORP
Shares11.9K
Event2026-03-31
Filed2026-05-11
V
0.00%VISA INC CL A
Shares5.2K
Event2026-03-31
Filed2026-05-11
KO
0.00%COCA COLA CO
Shares19.3K
Event2026-03-31
Filed2026-05-11
PHM
-10.38%PULTE GROUP INC
Shares11.9K
Event2026-03-31
Filed2026-05-11
MERCK & CO INC
0.00%MERCK & CO INC
Shares11.0K
Event2026-03-31
Filed2026-05-11
SCHV
-2.47%SCHWAB U.S. LARGE-CAP VALUE
Shares39.4K
Event2026-03-31
Filed2026-05-11
WFC
-14.38%WELLS FARGO & CO
Shares14.3K
Event2026-03-31
Filed2026-05-11
WM
-14.12%WASTE MGMT INC
Shares4.9K
Event2026-03-31
Filed2026-05-11
DIS
-13.69%DISNEY WALT CO
Shares11.3K
Event2026-03-31
Filed2026-05-11
CMI
0.00%CUMMINS INC
Shares2.0K
Event2026-03-31
Filed2026-05-11
BMY
48.45%BRISTOL-MYERS SQUIBB CO
Shares16.2K
Event2026-03-31
Filed2026-05-11
SBUX
2.15%STARBUCKS CORP
Shares10.7K
Event2026-03-31
Filed2026-05-11
DHR
-2.20%DANAHER CORP
Shares4.8K
Event2026-03-31
Filed2026-05-11
UNP
-2.73%UNION PAC CORP
Shares3.6K
Event2026-03-31
Filed2026-05-11
MA
10.97%MASTERCARD INCORPORATED CL A
Shares1.6K
Event2026-03-31
Filed2026-05-11
APH
NewAMPHENOL CORP CL A
Shares5.6K
Event2026-03-31
Filed2026-05-11
GLD
-7.20%SPDR GOLD SHARES
Shares1.6K
Event2026-03-31
Filed2026-05-11
JPM
-3.67%JPMORGAN CHASE & CO
Shares2.3K
Event2026-03-31
Filed2026-05-11
AMGN
0.00%AMGEN INC
Shares1.8K
Event2026-03-31
Filed2026-05-11
LNG
NewCHENIERE ENERGY INC
Shares2.2K
Event2026-03-31
Filed2026-05-11
VLTO
32.18%VERALTO CORP
Shares7.0K
Event2026-03-31
Filed2026-05-11
MPWR
0.00%MONOLITHIC PWR SYS INC
Shares550
Event2026-03-31
Filed2026-05-11
QCOM
-40.10%QUALCOMM INC
Shares4.5K
Event2026-03-31
Filed2026-05-11
TJX
0.00%TJX COS INC
Shares3.3K
Event2026-03-31
Filed2026-05-11
AMT
-83.30%AMERICAN TOWER CORP
Shares3.0K
Event2026-03-31
Filed2026-05-11
ECL
388.61%ECOLAB INC
Shares1.9K
Event2026-03-31
Filed2026-05-11
ABT
-23.37%ABBOTT LABORATORIES
Shares4.9K
Event2026-03-31
Filed2026-05-11
ASML
-6.36%ASML HLDG NV
Shares368
Event2026-03-31
Filed2026-05-11
CRM
-12.19%SALESFORCE INC
Shares2.5K
Event2026-03-31
Filed2026-05-11
EMR
NewEMERSON ELEC CO
Shares3.4K
Event2026-03-31
Filed2026-05-11
PEP
-10.13%PEPSICO INC
Shares2.6K
Event2026-03-31
Filed2026-05-11
LINDE PLC
33.57%LINDE PLC
Shares768
Event2026-03-31
Filed2026-05-11
PGR
0.00%PROGRESSIVE CORP
Shares1.8K
Event2026-03-31
Filed2026-05-11
GENERAL DYNAMICS CORP
0.00%GENERAL DYNAMICS CORP
Shares1.0K
Event2026-03-31
Filed2026-05-11
VTEC
275.00%VANGUARD CALIFORNIA TAX-EXEMPT BOND
Shares3.0K
Event2026-03-31
Filed2026-05-11
CRWD
NewCROWDSTRIKE HLDGS INC CL A
Shares743
Event2026-03-31
Filed2026-05-11
IEFA
0.00%ISHARES CORE MSCI EAFE
Shares2.8K
Event2026-03-31
Filed2026-05-11
GEHC
-30.35%GE HEALTHCARE TECHNOLOGIES INC
Shares3.5K
Event2026-03-31
Filed2026-05-11
WAB
-0.30%WABTEC
Shares1.0K
Event2026-03-31
Filed2026-05-11
RLY
NewSTATE STREET MULTI-ASSET REAL RETURN
Shares6.7K
Event2026-03-31
Filed2026-05-11
IBM
0.00%INTERNATIONAL BUSINESS MACHS
Shares1.0K
Event2026-03-31
Filed2026-05-11
CMG
62.43%CHIPOTLE MEXICAN GRILL INC
Shares7.2K
Event2026-03-31
Filed2026-05-11
UBER
0.00%UBER TECHNOLOGIES INC
Shares3.0K
Event2026-03-31
Filed2026-05-11
FBIN
0.00%FORTUNE BRANDS INNOVATIONS INC
Shares5.3K
Event2026-03-31
Filed2026-05-11
LLY
-22.73%ELI LILLY & CO
Shares221
Event2026-03-31
Filed2026-05-11
ACCENTURE PLC CLASS A
NewACCENTURE PLC CLASS A
Shares1.0K
Event2026-03-31
Filed2026-05-11
VLO
0.00%VALERO ENERGY CORP
Shares800
Event2026-03-31
Filed2026-05-11
LOW
-15.70%LOWES COS INC
Shares800
Event2026-03-31
Filed2026-05-11
DUKE ENERGY CORP
-52.48%DUKE ENERGY CORP
Shares1.4K
Event2026-03-31
Filed2026-05-11
VANGUARD S&P 500
-18.46%VANGUARD S&P 500
Shares296
Event2026-03-31
Filed2026-05-11
EATON CORP PLC
-0.66%EATON CORP PLC
Shares453
Event2026-03-31
Filed2026-05-11
ENB
15.45%ENBRIDGE INC
Shares2.6K
Event2026-03-31
Filed2026-05-11
PLANET LABS PBC
0.00%PLANET LABS PBC
Shares5.0K
Event2026-03-31
Filed2026-05-11
TXN
0.00%TEXAS INSTRS INC
Shares700
Event2026-03-31
Filed2026-05-11
MMC
NewMARSH & MCLENNAN COS INC
Shares780
Event2026-03-31
Filed2026-05-11
VEA
335.36%VANGUARD FTSE DEVELOPED MARKETS
Shares2.1K
Event2026-03-31
Filed2026-05-11
NXE
0.00%NEXGEN ENERGY LTD
Shares11.3K
Event2026-03-31
Filed2026-05-11
ALGN
-6.23%ALIGN TECHNOLOGY INC
Shares752
Event2026-03-31
Filed2026-05-11
PAVE
0.00%GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT
Shares2.5K
Event2026-03-31
Filed2026-05-11
META
-6.67%META PLATFORMS INC CL A
Shares210
Event2026-03-31
Filed2026-05-11
BE
NewBLOOM ENERGY CORP CL A
Shares865
Event2026-03-31
Filed2026-05-11
ZTS
0.00%ZOETIS INC CL A
Shares840
Event2026-03-31
Filed2026-05-11
COF
10.86%CAPITAL ONE FINL CORP
Shares500
Event2026-03-31
Filed2026-05-11
CME
0.00%CME GROUP INC
Shares300
Event2026-03-31
Filed2026-05-11
OKLO
-12.50%OKLO INC CL A
Shares1.8K
Event2026-03-31
Filed2026-05-11
XLK
0.00%STATE STREET TECHNOLOGY SELECT SECTOR SPDR
Shares650
Event2026-03-31
Filed2026-05-11
SPYV
NewSTATE STREET SPDR PORTFOLIO S&P 500 VALUE
Shares1.5K
Event2026-03-31
Filed2026-05-11
ADP
0.00%AUTOMATIC DATA PROCESSING INC
Shares413
Event2026-03-31
Filed2026-05-11
PANW
265.00%PALO ALTO NETWORKS INC
Shares511
Event2026-03-31
Filed2026-05-11
TT
0.00%TRANE TECHNOLOGIES PLC
Shares167
Event2026-03-31
Filed2026-05-11
ORLY
0.00%OREILLY AUTOMOTIVE INC
Shares750
Event2026-03-31
Filed2026-05-11
UUUU
0.00%ENERGY FUELS INC
Shares3.8K
Event2026-03-31
Filed2026-05-11
PM
33.33%PHILIP MORRIS INTL INC
Shares400
Event2026-03-31
Filed2026-05-11
SCHW
28.21%SCHWAB CHARLES CORP
Shares700
Event2026-03-31
Filed2026-05-11
EBAY
0.00%EBAY INC.
Shares700
Event2026-03-31
Filed2026-05-11
INVESCO S&P 500 EQUAL WEIGHT
0.00%INVESCO S&P 500 EQUAL WEIGHT
Shares300
Event2026-03-31
Filed2026-05-11
DIVI
NewFRANKLIN INTERNATIONAL CORE DIVIDEND TILT
Shares1.4K
Event2026-03-31
Filed2026-05-11
TRMB
0.00%TRIMBLE INC
Shares700
Event2026-03-31
Filed2026-05-11
CANADIAN PACIFIC KANSAS CITY
NewCANADIAN PACIFIC KANSAS CITY
Shares576
Event2026-03-31
Filed2026-05-11
AGG
-40.79%ISHARES CORE U.S. AGGREGATE BOND
Shares450
Event2026-03-31
Filed2026-05-11
IUS
NewINVESCO RAFI STRATEGIC US
Shares723
Event2026-03-31
Filed2026-05-11
PSA
0.00%PUBLIC STORAGE OPER CO
Shares146
Event2026-03-31
Filed2026-05-11
IVE
0.00%ISHARES S&P 500 VALUE
Shares175
Event2026-03-31
Filed2026-05-11
XLV
-13.79%STATE STREET HEALTH CARE SELECT SECTOR SPDR
Shares250
Event2026-03-31
Filed2026-05-11
HON
0.00%HONEYWELL INTL INC
Shares162
Event2026-03-31
Filed2026-05-11
FUTY
NewFIDELITY MSCI UTILITIES
Shares617
Event2026-03-31
Filed2026-05-11
URNM
0.00%SPROTT URANIUM MINERS
Shares567
Event2026-03-31
Filed2026-05-11
SPDW
NewSTATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US
Shares767
Event2026-03-31
Filed2026-05-11
HDEF
NewXTRACKERS MSCI EAFE HIGH DIVIDEND YIELD EQUITY
Shares1.0K
Event2026-03-31
Filed2026-05-11
IVV
-47.37%ISHARES CORE S&P 500
Shares50
Event2026-03-31
Filed2026-05-11
IONQ
NewIONQ INC
Shares1.0K
Event2026-03-31
Filed2026-05-11
ASHR
NewXTRACKERS HARVEST CSI 300 CHINA A-SHARES
Shares809
Event2026-03-31
Filed2026-05-11
SLB
NewSLB LIMITED
Shares500
Event2026-03-31
Filed2026-05-11
ANET
0.00%ARISTA NETWORKS INC
Shares200
Event2026-03-31
Filed2026-05-11
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available