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%
Stock Holdings
AAPL
APPLE INC
-0.85%
Shares157.5K
Event2026-03-31
Filed2026-05-11
MSFT
MICROSOFT CORP
0.43%
Shares59.9K
Event2026-03-31
Filed2026-05-11
PG
PROCTER & GAMBLE CO
-1.81%
Shares131.0K
Event2026-03-31
Filed2026-05-11
NFLX
NETFLIX INC.
4.31%
Shares173.5K
Event2026-03-31
Filed2026-05-11
CAT
CATERPILLAR INC
1.04%
Shares20.8K
Event2026-03-31
Filed2026-05-11
TSM
TAIWAN SEMICONDUCTOR MFG LTD
32.93%
Shares36.9K
Event2026-03-31
Filed2026-05-11
ALPHABET INC CL C
ALPHABET INC CL C
0.81%
Shares40.8K
Event2026-03-31
Filed2026-05-11
XOM
EXXON MOBIL CORP
-0.07%
Shares62.9K
Event2026-03-31
Filed2026-05-11
COST
COSTCO WHOLESALE CORPORATION
-0.88%
Shares10.5K
Event2026-03-31
Filed2026-05-11
MELI
MERCADOLIBRE INC
14.59%
Shares5.7K
Event2026-03-31
Filed2026-05-11
AMZN
AMAZON COM INC
-8.08%
Shares42.1K
Event2026-03-31
Filed2026-05-11
NVO
NOVO-NORDISK A S
36.96%
Shares235.2K
Event2026-03-31
Filed2026-05-11
FTNT
FORTINET INC
-1.26%
Shares104.0K
Event2026-03-31
Filed2026-05-11
BROADCOM INC
BROADCOM INC
-2.24%
Shares24.6K
Event2026-03-31
Filed2026-05-11
NVDA
NVIDIA CORPORATION
-1.83%
Shares40.4K
Event2026-03-31
Filed2026-05-11
BABA
ALIBABA GROUP HLDG LTD
-1.17%
Shares56.1K
Event2026-03-31
Filed2026-05-11
BERKSHIRE HATHAWAY INC CL B
BERKSHIRE HATHAWAY INC CL B
-15.05%
Shares14.4K
Event2026-03-31
Filed2026-05-11
VRTX
VERTEX PHARMACEUTICALS INC
-1.52%
Shares14.0K
Event2026-03-31
Filed2026-05-11
MNST
MONSTER BEVERAGE CORP
2.21%
Shares74.1K
Event2026-03-31
Filed2026-05-11
NOW
SERVICENOW INC
605.82%
Shares40.5K
Event2026-03-31
Filed2026-05-11
EFX
EQUIFAX INC
-2.13%
Shares23.0K
Event2026-03-31
Filed2026-05-11
CELH
CELSIUS HLDGS INC
-10.02%
Shares115.1K
Event2026-03-31
Filed2026-05-11
ALPHABET INC CL A
ALPHABET INC CL A
5.50%
Shares13.4K
Event2026-03-31
Filed2026-05-11
ALB
ALBEMARLE CORP
0.00%
Shares21.0K
Event2026-03-31
Filed2026-05-11
MDB
MONGODB INC CL A
8.38%
Shares15.4K
Event2026-03-31
Filed2026-05-11
BA
BOEING CO
0.00%
Shares18.1K
Event2026-03-31
Filed2026-05-11
TMO
THERMO FISHER SCIENTIFIC INC
-10.22%
Shares7.3K
Event2026-03-31
Filed2026-05-11
NEE
NEXTERA ENERGY INC
0.87%
Shares34.8K
Event2026-03-31
Filed2026-05-11
CVX
CHEVRON CORPORATION
1.38%
Shares14.7K
Event2026-03-31
Filed2026-05-11
AXP
AMERICAN EXPRESS CO
0.00%
Shares9.9K
Event2026-03-31
Filed2026-05-11
GE AEROSPACE
GE AEROSPACE
0.09%
Shares10.1K
Event2026-03-31
Filed2026-05-11
HD
HOME DEPOT INC
-1.32%
Shares8.6K
Event2026-03-31
Filed2026-05-11
AFL
AFLAC INC
0.00%
Shares24.9K
Event2026-03-31
Filed2026-05-11
JNJ
JOHNSON & JOHNSON
25.59%
Shares10.4K
Event2026-03-31
Filed2026-05-11
QXO
QXO INC
3175.11%
Shares128.5K
Event2026-03-31
Filed2026-05-11
GILD
GILEAD SCIENCES INC
2.78%
Shares14.8K
Event2026-03-31
Filed2026-05-11
GEV
GE VERNOVA INC
1.24%
Shares2.3K
Event2026-03-31
Filed2026-05-11
ABBV
ABBVIE INC
18.48%
Shares9.0K
Event2026-03-31
Filed2026-05-11
CL
COLGATE PALMOLIVE CO
0.00%
Shares22.3K
Event2026-03-31
Filed2026-05-11
PFE
PFIZER INC
0.00%
Shares63.9K
Event2026-03-31
Filed2026-05-11
ORCL
ORACLE CORP
43.87%
Shares11.9K
Event2026-03-31
Filed2026-05-11
V
VISA INC CL A
0.00%
Shares5.2K
Event2026-03-31
Filed2026-05-11
KO
COCA COLA CO
0.00%
Shares19.3K
Event2026-03-31
Filed2026-05-11
PHM
PULTE GROUP INC
-10.38%
Shares11.9K
Event2026-03-31
Filed2026-05-11
MERCK & CO INC
MERCK & CO INC
0.00%
Shares11.0K
Event2026-03-31
Filed2026-05-11
SCHV
SCHWAB U.S. LARGE-CAP VALUE
-2.47%
Shares39.4K
Event2026-03-31
Filed2026-05-11
WFC
WELLS FARGO & CO
-14.38%
Shares14.3K
Event2026-03-31
Filed2026-05-11
WM
WASTE MGMT INC
-14.12%
Shares4.9K
Event2026-03-31
Filed2026-05-11
DIS
DISNEY WALT CO
-13.69%
Shares11.3K
Event2026-03-31
Filed2026-05-11
CMI
CUMMINS INC
0.00%
Shares2.0K
Event2026-03-31
Filed2026-05-11
BMY
BRISTOL-MYERS SQUIBB CO
48.45%
Shares16.2K
Event2026-03-31
Filed2026-05-11
SBUX
STARBUCKS CORP
2.15%
Shares10.7K
Event2026-03-31
Filed2026-05-11
DHR
DANAHER CORP
-2.20%
Shares4.8K
Event2026-03-31
Filed2026-05-11
UNP
UNION PAC CORP
-2.73%
Shares3.6K
Event2026-03-31
Filed2026-05-11
MA
MASTERCARD INCORPORATED CL A
10.97%
Shares1.6K
Event2026-03-31
Filed2026-05-11
APH
AMPHENOL CORP CL A
New
Shares5.6K
Event2026-03-31
Filed2026-05-11
GLD
SPDR GOLD SHARES
-7.20%
Shares1.6K
Event2026-03-31
Filed2026-05-11
JPM
JPMORGAN CHASE & CO
-3.67%
Shares2.3K
Event2026-03-31
Filed2026-05-11
AMGN
AMGEN INC
0.00%
Shares1.8K
Event2026-03-31
Filed2026-05-11
LNG
CHENIERE ENERGY INC
New
Shares2.2K
Event2026-03-31
Filed2026-05-11
VLTO
VERALTO CORP
32.18%
Shares7.0K
Event2026-03-31
Filed2026-05-11
MPWR
MONOLITHIC PWR SYS INC
0.00%
Shares550
Event2026-03-31
Filed2026-05-11
QCOM
QUALCOMM INC
-40.10%
Shares4.5K
Event2026-03-31
Filed2026-05-11
TJX
TJX COS INC
0.00%
Shares3.3K
Event2026-03-31
Filed2026-05-11
AMT
AMERICAN TOWER CORP
-83.30%
Shares3.0K
Event2026-03-31
Filed2026-05-11
ECL
ECOLAB INC
388.61%
Shares1.9K
Event2026-03-31
Filed2026-05-11
ABT
ABBOTT LABORATORIES
-23.37%
Shares4.9K
Event2026-03-31
Filed2026-05-11
ASML
ASML HLDG NV
-6.36%
Shares368
Event2026-03-31
Filed2026-05-11
CRM
SALESFORCE INC
-12.19%
Shares2.5K
Event2026-03-31
Filed2026-05-11
EMR
EMERSON ELEC CO
New
Shares3.4K
Event2026-03-31
Filed2026-05-11
PEP
PEPSICO INC
-10.13%
Shares2.6K
Event2026-03-31
Filed2026-05-11
LINDE PLC
LINDE PLC
33.57%
Shares768
Event2026-03-31
Filed2026-05-11
PGR
PROGRESSIVE CORP
0.00%
Shares1.8K
Event2026-03-31
Filed2026-05-11
GENERAL DYNAMICS CORP
GENERAL DYNAMICS CORP
0.00%
Shares1.0K
Event2026-03-31
Filed2026-05-11
VTEC
VANGUARD CALIFORNIA TAX-EXEMPT BOND
275.00%
Shares3.0K
Event2026-03-31
Filed2026-05-11
CRWD
CROWDSTRIKE HLDGS INC CL A
New
Shares743
Event2026-03-31
Filed2026-05-11
IEFA
ISHARES CORE MSCI EAFE
0.00%
Shares2.8K
Event2026-03-31
Filed2026-05-11
GEHC
GE HEALTHCARE TECHNOLOGIES INC
-30.35%
Shares3.5K
Event2026-03-31
Filed2026-05-11
WAB
WABTEC
-0.30%
Shares1.0K
Event2026-03-31
Filed2026-05-11
RLY
STATE STREET MULTI-ASSET REAL RETURN
New
Shares6.7K
Event2026-03-31
Filed2026-05-11
IBM
INTERNATIONAL BUSINESS MACHS
0.00%
Shares1.0K
Event2026-03-31
Filed2026-05-11
CMG
CHIPOTLE MEXICAN GRILL INC
62.43%
Shares7.2K
Event2026-03-31
Filed2026-05-11
UBER
UBER TECHNOLOGIES INC
0.00%
Shares3.0K
Event2026-03-31
Filed2026-05-11
FBIN
FORTUNE BRANDS INNOVATIONS INC
0.00%
Shares5.3K
Event2026-03-31
Filed2026-05-11
LLY
ELI LILLY & CO
-22.73%
Shares221
Event2026-03-31
Filed2026-05-11
ACCENTURE PLC CLASS A
ACCENTURE PLC CLASS A
New
Shares1.0K
Event2026-03-31
Filed2026-05-11
VLO
VALERO ENERGY CORP
0.00%
Shares800
Event2026-03-31
Filed2026-05-11
LOW
LOWES COS INC
-15.70%
Shares800
Event2026-03-31
Filed2026-05-11
DUKE ENERGY CORP
DUKE ENERGY CORP
-52.48%
Shares1.4K
Event2026-03-31
Filed2026-05-11
VANGUARD S&P 500
VANGUARD S&P 500
-18.46%
Shares296
Event2026-03-31
Filed2026-05-11
EATON CORP PLC
EATON CORP PLC
-0.66%
Shares453
Event2026-03-31
Filed2026-05-11
ENB
ENBRIDGE INC
15.45%
Shares2.6K
Event2026-03-31
Filed2026-05-11
PLANET LABS PBC
PLANET LABS PBC
0.00%
Shares5.0K
Event2026-03-31
Filed2026-05-11
TXN
TEXAS INSTRS INC
0.00%
Shares700
Event2026-03-31
Filed2026-05-11
MMC
MARSH & MCLENNAN COS INC
New
Shares780
Event2026-03-31
Filed2026-05-11
VEA
VANGUARD FTSE DEVELOPED MARKETS
335.36%
Shares2.1K
Event2026-03-31
Filed2026-05-11
NXE
NEXGEN ENERGY LTD
0.00%
Shares11.3K
Event2026-03-31
Filed2026-05-11
ALGN
ALIGN TECHNOLOGY INC
-6.23%
Shares752
Event2026-03-31
Filed2026-05-11
PAVE
GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT
0.00%
Shares2.5K
Event2026-03-31
Filed2026-05-11
META
META PLATFORMS INC CL A
-6.67%
Shares210
Event2026-03-31
Filed2026-05-11
BE
BLOOM ENERGY CORP CL A
New
Shares865
Event2026-03-31
Filed2026-05-11
ZTS
ZOETIS INC CL A
0.00%
Shares840
Event2026-03-31
Filed2026-05-11
COF
CAPITAL ONE FINL CORP
10.86%
Shares500
Event2026-03-31
Filed2026-05-11
CME
CME GROUP INC
0.00%
Shares300
Event2026-03-31
Filed2026-05-11
OKLO
OKLO INC CL A
-12.50%
Shares1.8K
Event2026-03-31
Filed2026-05-11
XLK
STATE STREET TECHNOLOGY SELECT SECTOR SPDR
0.00%
Shares650
Event2026-03-31
Filed2026-05-11
SPYV
STATE STREET SPDR PORTFOLIO S&P 500 VALUE
New
Shares1.5K
Event2026-03-31
Filed2026-05-11
ADP
AUTOMATIC DATA PROCESSING INC
0.00%
Shares413
Event2026-03-31
Filed2026-05-11
PANW
PALO ALTO NETWORKS INC
265.00%
Shares511
Event2026-03-31
Filed2026-05-11
TT
TRANE TECHNOLOGIES PLC
0.00%
Shares167
Event2026-03-31
Filed2026-05-11
ORLY
OREILLY AUTOMOTIVE INC
0.00%
Shares750
Event2026-03-31
Filed2026-05-11
UUUU
ENERGY FUELS INC
0.00%
Shares3.8K
Event2026-03-31
Filed2026-05-11
PM
PHILIP MORRIS INTL INC
33.33%
Shares400
Event2026-03-31
Filed2026-05-11
SCHW
SCHWAB CHARLES CORP
28.21%
Shares700
Event2026-03-31
Filed2026-05-11
EBAY
EBAY INC.
0.00%
Shares700
Event2026-03-31
Filed2026-05-11
INVESCO S&P 500 EQUAL WEIGHT
INVESCO S&P 500 EQUAL WEIGHT
0.00%
Shares300
Event2026-03-31
Filed2026-05-11
DIVI
FRANKLIN INTERNATIONAL CORE DIVIDEND TILT
New
Shares1.4K
Event2026-03-31
Filed2026-05-11
TRMB
TRIMBLE INC
0.00%
Shares700
Event2026-03-31
Filed2026-05-11
CANADIAN PACIFIC KANSAS CITY
CANADIAN PACIFIC KANSAS CITY
New
Shares576
Event2026-03-31
Filed2026-05-11
AGG
ISHARES CORE U.S. AGGREGATE BOND
-40.79%
Shares450
Event2026-03-31
Filed2026-05-11
IUS
INVESCO RAFI STRATEGIC US
New
Shares723
Event2026-03-31
Filed2026-05-11
PSA
PUBLIC STORAGE OPER CO
0.00%
Shares146
Event2026-03-31
Filed2026-05-11
IVE
ISHARES S&P 500 VALUE
0.00%
Shares175
Event2026-03-31
Filed2026-05-11
XLV
STATE STREET HEALTH CARE SELECT SECTOR SPDR
-13.79%
Shares250
Event2026-03-31
Filed2026-05-11
HON
HONEYWELL INTL INC
0.00%
Shares162
Event2026-03-31
Filed2026-05-11
FUTY
FIDELITY MSCI UTILITIES
New
Shares617
Event2026-03-31
Filed2026-05-11
URNM
SPROTT URANIUM MINERS
0.00%
Shares567
Event2026-03-31
Filed2026-05-11
SPDW
STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US
New
Shares767
Event2026-03-31
Filed2026-05-11
HDEF
XTRACKERS MSCI EAFE HIGH DIVIDEND YIELD EQUITY
New
Shares1.0K
Event2026-03-31
Filed2026-05-11
IVV
ISHARES CORE S&P 500
-47.37%
Shares50
Event2026-03-31
Filed2026-05-11
IONQ
IONQ INC
New
Shares1.0K
Event2026-03-31
Filed2026-05-11
ASHR
XTRACKERS HARVEST CSI 300 CHINA A-SHARES
New
Shares809
Event2026-03-31
Filed2026-05-11
SLB
SLB LIMITED
New
Shares500
Event2026-03-31
Filed2026-05-11
ANET
ARISTA NETWORKS INC
0.00%
Shares200
Event2026-03-31
Filed2026-05-11

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available
Knuff & Co LLC Institutional Holdings, Portfolio & P&L β€” TradeFomo