Sponsored

The Analysis of Knuff & Co LLC's Holdings & P&L

Currently, Knuff & Co LLC holds 129 types of securities in its portfolio with a total value $339.3M. In the most recent quarter, they have increased their positions in NFLX (+149.5K shares, valued at $14.0M), AMZN (+13.1K shares, valued at $3.0M), MELI (+553 shares, valued at $1.1M); decreased their positions in NVO (-83.3K shares, valued at $4.2M), TTD (-52.3K shares, valued at $2.0M), AMT (-6.9K shares, valued at $1.2M); initiated new positions in AMBA (+3.0K shares, valued at $213.9K), OKLO (+2.0K shares, valued at $143.5K), ALGN (+802 shares, valued at $125.2K).

1M P&L

+14.3M+4.72%

3M P&L

+13.1M+4.32%

HY P&L

+22.0M+7.47%

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

1Software - Infrastructure44.7M

14.9%

2Consumer Electronics43.2M

14.4%

3Internet Retail29.0M

9.7%

Top Industries by Stock Count

1N/A13 stocks

11.2%

2Drug Manufacturers - General8 stocks

6.9%

3Software - Application8 stocks

6.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC158.8K shares1.80%2025-12-312026-02-04

MSFT MICROSOFT CORP59.6K shares0.52%2025-12-312026-02-04

PG PROCTER AND GAMBLE CO133.4K shares-0.47%2025-12-312026-02-04

NFLX NETFLIX INC166.3K shares889.09%2025-12-312026-02-04

ALPHABET INC CL C ALPHABET INC CL C40.5K shares0.12%2025-12-312026-02-04

CAT CATERPILLAR INC20.6K shares0.00%2025-12-312026-02-04

AMZN AMAZON COM INC45.8K shares40.14%2025-12-312026-02-04

MELI MERCADOLIBRE INC5.0K shares12.50%2025-12-312026-02-04

Sponsored

COST COSTCO WHSL CORP10.6K shares0.03%2025-12-312026-02-04

NVO NOVO-NORDISK A S171.8K shares-32.65%2025-12-312026-02-04

BROADCOM INC BROADCOM INC25.1K shares0.22%2025-12-312026-02-04

BERKSHIRE HATHAWAY INC CL B BERKSHIRE HATHAWAY INC CL B16.9K shares0.83%2025-12-312026-02-04

TSM TAIWAN SEMICONDUCTOR MFG LTD27.7K shares5.32%2025-12-312026-02-04

FTNT FORTINET INC105.3K shares0.31%2025-12-312026-02-04

BABA ALIBABA GROUP HLDG LTD56.8K shares4.43%2025-12-312026-02-04

NVDA NVIDIA CORPORATION41.2K shares-1.05%2025-12-312026-02-04

Sponsored

XOM EXXON MOBIL CORP62.9K shares-0.02%2025-12-312026-02-04

VRTX VERTEX PHARMACEUTICALS INC14.2K shares0.09%2025-12-312026-02-04

MDB MONGODB INC CL A14.2K shares22.92%2025-12-312026-02-04

CELH CELSIUS HLDGS INC127.9K shares7.14%2025-12-312026-02-04

MNST MONSTER BEVERAGE CORP72.5K shares0.00%2025-12-312026-02-04

EFX EQUIFAX INC23.5K shares0.00%2025-12-312026-02-04

TMO THERMO FISHER SCIENTIFIC INC8.1K shares0.39%2025-12-312026-02-04

ALPHABET INC CL A ALPHABET INC CL A12.7K shares1.14%2025-12-312026-02-04

Sponsored

BA BOEING CO18.1K shares1.01%2025-12-312026-02-04

AXP AMERICAN EXPRESS CO9.9K shares1.08%2025-12-312026-02-04

AMT AMERICAN TOWER CORP17.8K shares-28.03%2025-12-312026-02-04

GE AEROSPACE GE AEROSPACE10.1K shares0.91%2025-12-312026-02-04

HD HOME DEPOT INC8.7K shares0.10%2025-12-312026-02-04

ALB ALBEMARLE CORP21.0K shares0.00%2025-12-312026-02-04

NEE NEXTERA ENERGY INC34.5K shares1.41%2025-12-312026-02-04

AFL AFLAC INC24.9K shares0.00%2025-12-312026-02-04

Sponsored

MCHP MICROCHIP TECHNOLOGY INC.35.9K shares0.00%2025-12-312026-02-04

CVX CHEVRON CORP14.5K shares0.00%2025-12-312026-02-04

V VISA INC CL A5.2K shares0.00%2025-12-312026-02-04

GILD GILEAD SCIENCES INC14.4K shares0.00%2025-12-312026-02-04

CL COLGATE PALMOLIVE CO22.3K shares-6.30%2025-12-312026-02-04

ABBV ABBVIE INC7.6K shares-0.07%2025-12-312026-02-04

JNJ JOHNSON & JOHNSON8.2K shares6.32%2025-12-312026-02-04

ORCL ORACLE CORP8.3K shares0.00%2025-12-312026-02-04

Sponsored

PFE PFIZER INC63.9K shares0.00%2025-12-312026-02-04

PHM PULTE GROUP INC13.3K shares16.35%2025-12-312026-02-04

WFC WELLS FARGO CO16.7K shares0.00%2025-12-312026-02-04

DIS DISNEY WALT CO13.1K shares0.00%2025-12-312026-02-04

GEV GE VERNOVA INC2.3K shares0.99%2025-12-312026-02-04

KO COCA COLA CO19.3K shares0.00%2025-12-312026-02-04

QCOM QUALCOMM INC7.5K shares0.00%2025-12-312026-02-04

WM WASTE MGMT INC5.7K shares21.81%2025-12-312026-02-04

Sponsored

SCHV SCHWAB U.S. LARGE-CAP VALUE40.4K shares0.00%2025-12-312026-02-04

MERCK & CO INC MERCK & CO INC11.0K shares0.00%2025-12-312026-02-04

DHR DANAHER CORPORATION4.9K shares-0.41%2025-12-312026-02-04

CMI CUMMINS INC2.0K shares0.00%2025-12-312026-02-04

SBUX STARBUCKS CORP10.4K shares3.47%2025-12-312026-02-04

NOW SERVICENOW INC5.7K shares1250.59%2025-12-312026-02-04

MA MASTERCARD INCORPORATED CL A1.5K shares0.00%2025-12-312026-02-04

UNP UNION PAC CORP3.7K shares0.00%2025-12-312026-02-04

Sponsored

ABT ABBOTT LABS6.4K shares0.00%2025-12-312026-02-04

JPM JPMORGAN CHASE & CO.2.4K shares0.00%2025-12-312026-02-04

CRM SALESFORCE INC2.9K shares-1.51%2025-12-312026-02-04

GLD SPDR GOLD SHARES1.7K shares0.00%2025-12-312026-02-04

BMY BRISTOL-MYERS SQUIBB CO10.9K shares1.86%2025-12-312026-02-04

AMGN AMGEN INC1.8K shares0.00%2025-12-312026-02-04

VLTO VERALTO CORP5.3K shares0.00%2025-12-312026-02-04

TJX TJX COS INC3.3K shares38.66%2025-12-312026-02-04

Sponsored

MPWR MONOLITHIC PWR SYS INC550 shares0.00%2025-12-312026-02-04

ASML ASML HOLDING N V393 shares8.26%2025-12-312026-02-04

PEP PEPSICO INC2.9K shares-19.43%2025-12-312026-02-04

PGR PROGRESSIVE CORP1.8K shares0.00%2025-12-312026-02-04

GEHC GE HEALTHCARE TECHNOLOGIES INC5.0K shares0.60%2025-12-312026-02-04

NKE NIKE INC CL B6.4K shares11.73%2025-12-312026-02-04

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP1.0K shares0.00%2025-12-312026-02-04

DUKE ENERGY CORP DUKE ENERGY CORP2.9K shares0.00%2025-12-312026-02-04

Sponsored

LLY ELI LILLY & CO286 shares9.16%2025-12-312026-02-04

IBM INTERNATIONAL BUSINESS MACHS1.0K shares0.00%2025-12-312026-02-04

FBIN FORTUNE BRANDS INNOVATIONS INC5.3K shares0.00%2025-12-312026-02-04

IEFA ISHARES CORE MSCI EAFE2.8K shares0.00%2025-12-312026-02-04

LINDE PLC LINDE PLC575 shares111.40%2025-12-312026-02-04

UBER UBER TECHNOLOGIES INC3.0K shares0.00%2025-12-312026-02-04

LOW LOWES COS INC949 shares0.00%2025-12-312026-02-04

VANGUARD S&P 500 VANGUARD S&P 500363 shares0.00%2025-12-312026-02-04

Sponsored

WAB WABTEC1.0K shares0.30%2025-12-312026-02-04

AMBA AMBARELLA INC3.0K sharesnew addition2025-12-312026-02-04

CMG CHIPOTLE MEXICAN GRILL INC4.4K shares0.69%2025-12-312026-02-04

TTD THE TRADE DESK INC CL A4.0K shares-92.89%2025-12-312026-02-04

META META PLATFORMS INC CL A225 shares200.00%2025-12-312026-02-04

EATON CORP PLC EATON CORP PLC456 shares310.81%2025-12-312026-02-04

OKLO OKLO INC CL A2.0K sharesnew addition2025-12-312026-02-04

ADBE ADOBE INC400 shares0.00%2025-12-312026-02-04

Sponsored

VLO VALERO ENERGY CORP800 shares0.00%2025-12-312026-02-04

ALGN ALIGN TECHNOLOGY INC802 sharesnew addition2025-12-312026-02-04

TXN TEXAS INSTRS INC700 shares0.00%2025-12-312026-02-04

PAVE GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT2.5K shares0.00%2025-12-312026-02-04

COF CAPITAL ONE FINL CORP451 shares0.00%2025-12-312026-02-04

ENB ENBRIDGE INC2.3K shares0.00%2025-12-312026-02-04

ADP AUTOMATIC DATA PROCESSING INC413 shares0.00%2025-12-312026-02-04

ZTS ZOETIS INC CL A840 shares-64.10%2025-12-312026-02-04

Sponsored

ECL ECOLAB INC395 shares26.20%2025-12-312026-02-04

NXE NEXGEN ENERGY LTD11.3K sharesnew addition2025-12-312026-02-04

FIS FIDELITY NATL INFORMATION SVCS1.5K shares0.00%2025-12-312026-02-04

PLANET LABS PBC PLANET LABS PBC5.0K sharesnew addition2025-12-312026-02-04

XLK STATE STREET TECHNOLOGY SELECT SECTOR SPDR650 shares100.00%2025-12-312026-02-04

CME CME GROUP INC300 shares0.00%2025-12-312026-02-04

VTEC VANGUARD CALIFORNIA TAX-EXEMPT BOND800 shares0.00%2025-12-312026-02-04

GRAB GRAB HOLDINGS LTD16.0K shares33.33%2025-12-312026-02-04

Sponsored

AGG ISHARES CORE U.S. AGGREGATE BOND760 shares-80.03%2025-12-312026-02-04

QXO QXO INC3.9K sharesnew addition2025-12-312026-02-04

ADI ANALOG DEVICES INC275 shares0.00%2025-12-312026-02-04

CCJ CAMECO CORP750 sharesnew addition2025-12-312026-02-04

ORLY OREILLY AUTOMOTIVE INC750 shares-25.00%2025-12-312026-02-04

IVV ISHARES CORE S&P 50095 shares0.00%2025-12-312026-02-04

TT TRANE TECHNOLOGIES PLC167 shares0.00%2025-12-312026-02-04

EBAY EBAY INC.700 shares0.00%2025-12-312026-02-04

Sponsored

INVESCO S&P 500 EQUAL WEIGHT INVESCO S&P 500 EQUAL WEIGHT300 sharesnew addition2025-12-312026-02-04

TRMB TRIMBLE INC700 shares0.00%2025-12-312026-02-04

SCHW SCHWAB CHARLES CORP546 shares0.00%2025-12-312026-02-04

UUUU ENERGY FUELS INC3.8K sharesnew addition2025-12-312026-02-04

NXDR NEXTDOOR HOLDINGS INC CL A25.0K sharesnew addition2025-12-312026-02-04

PM PHILIP MORRIS INTL INC300 shares0.00%2025-12-312026-02-04

XLV STATE STREET HEALTH CARE SELECT SECTOR SPDR290 shares0.00%2025-12-312026-02-04

PSA PUBLIC STORAGE OPER CO146 sharesnew addition2025-12-312026-02-04

Sponsored

IVE ISHARES S&P 500 VALUE175 shares0.00%2025-12-312026-02-04

SMR NUSCALE PWR CORP CL A2.5K sharesnew addition2025-12-312026-02-04

QUS STATE STREET SPDR MSCI USA STRATEGICFACTORS188 shares0.00%2025-12-312026-02-04

HON HONEYWELL INTL INC162 shares0.00%2025-12-312026-02-04

URNM SPROTT URANIUM MINERS567 sharesnew addition2025-12-312026-02-04

VEA VANGUARD FTSE DEVELOPED MARKETS478 shares0.00%2025-12-312026-02-04

SYK STRYKER CORPORATION80 shares0.00%2025-12-312026-02-04

ANET ARISTA NETWORKS INC200 shares0.00%2025-12-312026-02-04

Sponsored

PANW PALO ALTO NETWORKS INC140 sharesnew addition2025-12-312026-02-04

AAPL

APPLE INC

1.80%

Shares158.8K

Event2025-12-31

Filed2026-02-04

MSFT

MICROSOFT CORP

0.52%

Shares59.6K

Event2025-12-31

Filed2026-02-04

PROCTER AND GAMBLE CO

-0.47%

Shares133.4K

Event2025-12-31

Filed2026-02-04

NFLX

NETFLIX INC

889.09%

Shares166.3K

Event2025-12-31

Filed2026-02-04

ALPHABET INC CL C

0.12%

Shares40.5K

Event2025-12-31

Filed2026-02-04

CAT

CATERPILLAR INC

0.00%

Shares20.6K

Event2025-12-31

Filed2026-02-04

AMZN

AMAZON COM INC

40.14%

Shares45.8K

Event2025-12-31

Filed2026-02-04

MELI

MERCADOLIBRE INC

12.50%

Shares5.0K

Event2025-12-31

Filed2026-02-04

COST

COSTCO WHSL CORP

0.03%

Shares10.6K

Event2025-12-31

Filed2026-02-04

NVO

NOVO-NORDISK A S

-32.65%

Shares171.8K

Event2025-12-31

Filed2026-02-04

BROADCOM INC

0.22%

Shares25.1K

Event2025-12-31

Filed2026-02-04

BERKSHIRE HATHAWAY INC CL B

0.83%

Shares16.9K

Event2025-12-31

Filed2026-02-04

TSM

TAIWAN SEMICONDUCTOR MFG LTD

5.32%

Shares27.7K

Event2025-12-31

Filed2026-02-04

FTNT

FORTINET INC

0.31%

Shares105.3K

Event2025-12-31

Filed2026-02-04

BABA

ALIBABA GROUP HLDG LTD

4.43%

Shares56.8K

Event2025-12-31

Filed2026-02-04

NVDA

NVIDIA CORPORATION

-1.05%

Shares41.2K

Event2025-12-31

Filed2026-02-04

XOM

EXXON MOBIL CORP

-0.02%

Shares62.9K

Event2025-12-31

Filed2026-02-04

VRTX

VERTEX PHARMACEUTICALS INC

0.09%

Shares14.2K

Event2025-12-31

Filed2026-02-04

MDB

MONGODB INC CL A

22.92%

Shares14.2K

Event2025-12-31

Filed2026-02-04

CELH

CELSIUS HLDGS INC

7.14%

Shares127.9K

Event2025-12-31

Filed2026-02-04

MNST

MONSTER BEVERAGE CORP

0.00%

Shares72.5K

Event2025-12-31

Filed2026-02-04

EFX

EQUIFAX INC

0.00%

Shares23.5K

Event2025-12-31

Filed2026-02-04

TMO

THERMO FISHER SCIENTIFIC INC

0.39%

Shares8.1K

Event2025-12-31

Filed2026-02-04

ALPHABET INC CL A

1.14%

Shares12.7K

Event2025-12-31

Filed2026-02-04

BOEING CO

1.01%

Shares18.1K

Event2025-12-31

Filed2026-02-04

AXP

AMERICAN EXPRESS CO

1.08%

Shares9.9K

Event2025-12-31

Filed2026-02-04

AMT

AMERICAN TOWER CORP

-28.03%

Shares17.8K

Event2025-12-31

Filed2026-02-04

GE AEROSPACE

0.91%

Shares10.1K

Event2025-12-31

Filed2026-02-04

HOME DEPOT INC

0.10%

Shares8.7K

Event2025-12-31

Filed2026-02-04

ALB

ALBEMARLE CORP

0.00%

Shares21.0K

Event2025-12-31

Filed2026-02-04

NEE

NEXTERA ENERGY INC

1.41%

Shares34.5K

Event2025-12-31

Filed2026-02-04

AFL

AFLAC INC

0.00%

Shares24.9K

Event2025-12-31

Filed2026-02-04

MCHP

MICROCHIP TECHNOLOGY INC.

0.00%

Shares35.9K

Event2025-12-31

Filed2026-02-04

CVX

CHEVRON CORP

0.00%

Shares14.5K

Event2025-12-31

Filed2026-02-04

VISA INC CL A

0.00%

Shares5.2K

Event2025-12-31

Filed2026-02-04

GILD

GILEAD SCIENCES INC

0.00%

Shares14.4K

Event2025-12-31

Filed2026-02-04

COLGATE PALMOLIVE CO

-6.30%

Shares22.3K

Event2025-12-31

Filed2026-02-04

ABBV

ABBVIE INC

-0.07%

Shares7.6K

Event2025-12-31

Filed2026-02-04

JNJ

JOHNSON & JOHNSON

6.32%

Shares8.2K

Event2025-12-31

Filed2026-02-04

ORCL

ORACLE CORP

0.00%

Shares8.3K

Event2025-12-31

Filed2026-02-04

PFE

PFIZER INC

0.00%

Shares63.9K

Event2025-12-31

Filed2026-02-04

PHM

PULTE GROUP INC

16.35%

Shares13.3K

Event2025-12-31

Filed2026-02-04

WFC

WELLS FARGO CO

0.00%

Shares16.7K

Event2025-12-31

Filed2026-02-04

DIS

DISNEY WALT CO

0.00%

Shares13.1K

Event2025-12-31

Filed2026-02-04

GEV

GE VERNOVA INC

0.99%

Shares2.3K

Event2025-12-31

Filed2026-02-04

COCA COLA CO

0.00%

Shares19.3K

Event2025-12-31

Filed2026-02-04

QCOM

QUALCOMM INC

0.00%

Shares7.5K

Event2025-12-31

Filed2026-02-04

WASTE MGMT INC

21.81%

Shares5.7K

Event2025-12-31

Filed2026-02-04

SCHV

SCHWAB U.S. LARGE-CAP VALUE

0.00%

Shares40.4K

Event2025-12-31

Filed2026-02-04

MERCK & CO INC

0.00%

Shares11.0K

Event2025-12-31

Filed2026-02-04

DHR

DANAHER CORPORATION

-0.41%

Shares4.9K

Event2025-12-31

Filed2026-02-04

CMI

CUMMINS INC

0.00%

Shares2.0K

Event2025-12-31

Filed2026-02-04

SBUX

STARBUCKS CORP

3.47%

Shares10.4K

Event2025-12-31

Filed2026-02-04

NOW

SERVICENOW INC

1250.59%

Shares5.7K

Event2025-12-31

Filed2026-02-04

MASTERCARD INCORPORATED CL A

0.00%

Shares1.5K

Event2025-12-31

Filed2026-02-04

UNP

UNION PAC CORP

0.00%

Shares3.7K

Event2025-12-31

Filed2026-02-04

ABT

ABBOTT LABS

0.00%

Shares6.4K

Event2025-12-31

Filed2026-02-04

JPM

JPMORGAN CHASE & CO.

0.00%

Shares2.4K

Event2025-12-31

Filed2026-02-04

CRM

SALESFORCE INC

-1.51%

Shares2.9K

Event2025-12-31

Filed2026-02-04

GLD

SPDR GOLD SHARES

0.00%

Shares1.7K

Event2025-12-31

Filed2026-02-04

BMY

BRISTOL-MYERS SQUIBB CO

1.86%

Shares10.9K

Event2025-12-31

Filed2026-02-04

AMGN

AMGEN INC

0.00%

Shares1.8K

Event2025-12-31

Filed2026-02-04

VLTO

VERALTO CORP

0.00%

Shares5.3K

Event2025-12-31

Filed2026-02-04

TJX

TJX COS INC

38.66%

Shares3.3K

Event2025-12-31

Filed2026-02-04

MPWR

MONOLITHIC PWR SYS INC

0.00%

Shares550

Event2025-12-31

Filed2026-02-04

ASML

ASML HOLDING N V

8.26%

Shares393

Event2025-12-31

Filed2026-02-04

PEP

PEPSICO INC

-19.43%

Shares2.9K

Event2025-12-31

Filed2026-02-04

PGR

PROGRESSIVE CORP

0.00%

Shares1.8K

Event2025-12-31

Filed2026-02-04

GEHC

GE HEALTHCARE TECHNOLOGIES INC

0.60%

Shares5.0K

Event2025-12-31

Filed2026-02-04

NKE

NIKE INC CL B

11.73%

Shares6.4K

Event2025-12-31

Filed2026-02-04

GENERAL DYNAMICS CORP

0.00%

Shares1.0K

Event2025-12-31

Filed2026-02-04

DUKE ENERGY CORP

0.00%

Shares2.9K

Event2025-12-31

Filed2026-02-04

LLY

ELI LILLY & CO

9.16%

Shares286

Event2025-12-31

Filed2026-02-04

IBM

INTERNATIONAL BUSINESS MACHS

0.00%

Shares1.0K

Event2025-12-31

Filed2026-02-04

FBIN

FORTUNE BRANDS INNOVATIONS INC

0.00%

Shares5.3K

Event2025-12-31

Filed2026-02-04

IEFA

ISHARES CORE MSCI EAFE

0.00%

Shares2.8K

Event2025-12-31

Filed2026-02-04

LINDE PLC

111.40%

Shares575

Event2025-12-31

Filed2026-02-04

UBER

UBER TECHNOLOGIES INC

0.00%

Shares3.0K

Event2025-12-31

Filed2026-02-04

LOW

LOWES COS INC

0.00%

Shares949

Event2025-12-31

Filed2026-02-04

VANGUARD S&P 500

0.00%

Shares363

Event2025-12-31

Filed2026-02-04

WAB

WABTEC

0.30%

Shares1.0K

Event2025-12-31

Filed2026-02-04

AMBA

AMBARELLA INC

New

Shares3.0K

Event2025-12-31

Filed2026-02-04

CMG

CHIPOTLE MEXICAN GRILL INC

0.69%

Shares4.4K

Event2025-12-31

Filed2026-02-04

TTD

THE TRADE DESK INC CL A

-92.89%

Shares4.0K

Event2025-12-31

Filed2026-02-04