Knuff & Co LLC Top Holdings and 13F Report (2025) About Knuff & Co LLCInvestment ActivityKnuff & Co LLC has $329.01 million in total holdings as of December 31, 2024.Knuff & Co LLC owns shares of 142 different stocks, but just 31 companies or ETFs make up 80% of its holdings.Approximately 3.06% of the portfolio was purchased this quarter.About 2.99% of the portfolio was sold this quarter.This quarter, Knuff & Co LLC has purchased 127 new stocks and bought additional shares in 39 stocks.Knuff & Co LLC sold shares of 40 stocks and completely divested from 11 stocks this quarter.Largest Holdings Apple $41,175,309Microsoft $25,258,452Procter & Gamble $22,996,551Netflix $15,119,462Trade Desk $13,920,959 Largest New Holdings this Quarter iShares Russell Mid-Cap ETF $1,278,353 HoldingSIRIUSXM HOLDINGS INC $1,101,970 HoldingSPDR S&P 500 ETF Trust $504,029 HoldingiShares Core S&P Small-Cap ETF $348,080 Holdinge.l.f. Beauty $248,715 Holding Largest Purchases this Quarter iShares Russell Mid-Cap ETF 14,461 shares (about $1.28M)SIRIUSXM HOLDINGS INC 48,332 shares (about $1.10M)Invesco QQQ 1,766 shares (about $902.83K)Schwab U.S. Large-Cap Value ETF 27,882 shares (about $726.87K)Novo Nordisk A/S 7,953 shares (about $684.12K) Largest Sales this Quarter Apple 3,652 shares (about $914.53K)Trade Desk 6,866 shares (about $806.96K)Netflix 895 shares (about $797.73K)Align Technology 2,947 shares (about $614.48K)Deere & Company 1,153 shares (about $488.53K) Sector Allocation Over TimeMap of 500 Largest Holdings ofKnuff & Co LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$41,175,309$914,534 ▼-2.2%164,42512.5%Computer and TechnologyMSFTMicrosoft$25,258,452$273,133 ▼-1.1%59,9257.7%Computer and TechnologyPGProcter & Gamble$22,996,551$130,432 ▼-0.6%137,1707.0%Consumer StaplesNFLXNetflix$15,119,462$797,731 ▼-5.0%16,9634.6%Consumer DiscretionaryTTDTrade Desk$13,920,959$806,961 ▼-5.5%118,4464.2%Computer and TechnologyFTNTFortinet$11,295,084$27,399 ▼-0.2%119,5503.4%Computer and TechnologyCOSTCostco Wholesale$9,489,809$1,833 ▼0.0%10,3572.9%Retail/WholesaleAMZNAmazon.com$9,308,499$455,015 ▼-4.7%42,4292.8%Retail/WholesaleGOOGAlphabet$8,958,298$188,536 ▼-2.1%47,0402.7%Computer and TechnologyMELIMercadoLibre$8,168,914$68,018 ▲0.8%4,8042.5%Retail/WholesaleCATCaterpillar$7,642,991$13,785 ▼-0.2%21,0692.3%Industrial ProductsXOMExxon Mobil$7,002,485$5,701 ▲0.1%65,0972.1%Oils/EnergyNVDANVIDIA$6,984,837$408,332 ▼-5.5%51,7452.1%Computer and TechnologyBRK.BBerkshire Hathaway$6,972,353$63,912 ▲0.9%15,3822.1%FinanceEFXEquifax$6,728,0400.0%26,4002.0%Business ServicesAVGOBroadcom$6,191,520$64,915 ▼-1.0%26,7061.9%Computer and TechnologyVRTXVertex Pharmaceuticals$5,614,041$101,480 ▼-1.8%13,9411.7%MedicalTMOThermo Fisher Scientific$5,355,768$113,410 ▼-2.1%10,2951.6%MedicalTSMTaiwan Semiconductor Manufacturing$5,183,126$52,927 ▲1.0%26,2451.6%Computer and TechnologyMNSTMonster Beverage$4,878,252$114,371 ▼-2.3%92,8131.5%Consumer StaplesCMGChipotle Mexican Grill$4,441,035$241,260 ▼-5.2%73,6491.3%Retail/WholesaleAMTAmerican Tower$4,185,967$154,981 ▲3.8%22,8231.3%FinanceBABAAlibaba Group$3,914,246$112,771 ▼-2.8%46,1641.2%Retail/WholesaleHDHome Depot$3,416,111$41,233 ▲1.2%8,7821.0%Retail/WholesaleBABoeing$3,210,780$885 ▲0.0%18,1401.0%AerospaceAXPAmerican Express$2,913,588$49,564 ▲1.7%9,8170.9%FinanceDEDeere & Company$2,900,227$488,526 ▼-14.4%6,8450.9%Industrial ProductsAFLAflac$2,629,9620.0%25,4250.8%FinanceNEENextEra Energy$2,494,096$19,715 ▲0.8%34,7900.8%UtilitiesALBAlbemarle$2,483,322$23,069 ▲0.9%28,8490.8%Basic MaterialsCVXChevron$2,420,277$124,707 ▲5.4%16,7100.7%Oils/EnergyGOOGLAlphabet$2,405,904$38,808 ▲1.6%12,7090.7%Computer and TechnologySWKSSkyworks Solutions$2,278,190$62,076 ▼-2.7%25,6900.7%Computer and TechnologyQCOMQUALCOMM$2,257,600$435,974 ▼-16.2%14,6960.7%Computer and TechnologyDISWalt Disney$2,234,684$14,476 ▼-0.6%20,0690.7%Consumer DiscretionaryCLColgate-Palmolive$2,164,1130.0%23,8050.7%Consumer StaplesMCHPMicrochip Technology$2,146,7260.0%37,4320.7%Computer and TechnologyDHRDanaher$1,929,827$34,203 ▲1.8%8,4070.6%MedicalVVisa$1,805,853$143,482 ▲8.6%5,7140.5%Business ServicesPFEPfizer$1,712,7240.0%64,5580.5%MedicalGEGeneral Electric$1,709,431$6,505 ▼-0.4%10,2490.5%TransportationNKENIKE$1,583,547$272,412 ▼-14.7%20,9270.5%Consumer DiscretionaryGSThe Goldman Sachs Group$1,475,642$65,279 ▼-4.2%2,5770.4%FinanceABBVAbbVie$1,402,764$21,146 ▲1.5%7,8940.4%MedicalORCLOracle$1,375,1140.0%8,2520.4%Computer and TechnologyJNJJohnson & Johnson$1,358,561$10,413 ▼-0.8%9,3940.4%MedicalNVONovo Nordisk A/S$1,296,666$684,117 ▲111.7%15,0740.4%MedicalIWRiShares Russell Mid-Cap ETF$1,278,353$1,278,353 ▲New Holding14,4610.4%ETFUNPUnion Pacific$1,252,852$45,608 ▼-3.5%5,4940.4%TransportationMRKMerck & Co., Inc.$1,235,841$30,142 ▲2.5%12,4230.4%MedicalKOCoca-Cola$1,205,728$120,411 ▼-9.1%19,3660.4%Consumer StaplesWFCWells Fargo & Company$1,172,4470.0%16,6920.4%FinanceFISFidelity National Information Services$1,163,0880.0%14,4000.4%Business ServicesGILDGilead Sciences$1,160,352$65,952 ▼-5.4%12,5620.4%MedicalMAMastercard$1,109,483$190,618 ▲20.7%2,1070.3%Business ServicesSIRIUSXM HOLDINGS INC$1,101,970$1,101,970 ▲New Holding48,3320.3%COMSCHVSchwab U.S. Large-Cap Value ETF$1,090,308$726,872 ▲200.0%41,8230.3%ETFABTAbbott Laboratories$1,050,453$57,686 ▼-5.2%9,2870.3%MedicalPEPPepsiCo$1,012,264$38,015 ▼-3.6%6,6570.3%Consumer StaplesCRMSalesforce$982,9310.0%2,9400.3%Computer and TechnologyQQQInvesco QQQ$923,282$902,833 ▲4,415.0%1,8060.3%FinanceMPWRMonolithic Power Systems$814,180$418,924 ▲106.0%1,3760.2%Computer and TechnologyGEHCGE HealthCare Technologies$791,651$70,362 ▲9.8%10,1260.2%MedicalCMICummins$771,4520.0%2,2130.2%Auto/Tires/TrucksMGCVanguard Mega Cap ETF$753,880$10,633 ▼-1.4%3,5450.2%ETFSBUXStarbucks$745,9690.0%8,1750.2%Retail/WholesaleGE VERNOVA INC$734,501$57,563 ▲8.5%2,2330.2%COMLLYEli Lilly and Company$694,028$107,308 ▼-13.4%8990.2%MedicalVERALTO CORP$656,0160.0%6,4410.2%COMBMYBristol-Myers Squibb$635,6220.0%11,2380.2%MedicalJPMJPMorgan Chase & Co.$554,929$27,087 ▲5.1%2,3150.2%FinanceUBERUber Technologies$539,864$309,442 ▲134.3%8,9500.2%Computer and TechnologyPYPLPayPal$539,839$66,146 ▼-10.9%6,3250.2%Computer and TechnologyALGNAlign Technology$525,654$614,479 ▼-53.9%2,5210.2%MedicalSPYSPDR S&P 500 ETF Trust$504,029$504,029 ▲New Holding8600.2%FinanceFBINFortune Brands Innovations$500,3130.0%7,3220.2%Retail/WholesaleADBEAdobe$495,3740.0%1,1140.2%Computer and TechnologyPHMPulteGroup$489,724$27,225 ▼-5.3%4,4970.1%ConstructionNOWServiceNow$450,5510.0%4250.1%Computer and TechnologyAMGNAmgen$449,083$5,995 ▲1.4%1,7230.1%MedicalPGRProgressive$435,1320.0%1,8160.1%FinanceDDSDillard's$431,7400.0%1,0000.1%Retail/WholesaleFLOTiShares Floating Rate Bond ETF$409,584$53,424 ▲15.0%8,0500.1%ETFZTSZoetis$381,2570.0%2,3400.1%MedicalSLBSchlumberger$364,499$11,617 ▼-3.1%9,5070.1%Oils/EnergyETSYEtsy$349,074$2,645 ▼-0.8%6,6000.1%Retail/WholesaleIJRiShares Core S&P Small-Cap ETF$348,080$348,080 ▲New Holding3,0210.1%ETFGLDSPDR Gold Shares$323,244$81,114 ▲33.5%1,3350.1%FinanceTXNTexas Instruments$319,1430.0%1,7020.1%Computer and TechnologyODDITY TECH LTD CL A$286,745$70,846 ▲32.8%6,8240.1%COMGDGeneral Dynamics$263,4900.0%1,0000.1%AerospaceELFe.l.f. Beauty$248,715$248,715 ▲New Holding1,9810.1%Consumer StaplesLOWLowe's Companies$248,0340.0%1,0050.1%Retail/WholesalePAYCPaycom Software$243,710$170,740 ▲234.0%1,1890.1%Computer and TechnologyIBMInternational Business Machines$219,8300.0%1,0000.1%Computer and TechnologyHONHoneywell International$212,789$6,777 ▲3.3%9420.1%Multi-Sector ConglomeratesTSLATesla$209,997$209,997 ▲New Holding5200.1%Auto/Tires/TrucksWMWaste Management$201,7900.0%1,0000.1%Business ServicesIEFAiShares Core MSCI EAFE ETF$196,574$196,574 ▲New Holding2,7970.1%ETFWABWestinghouse Air Brake Technologies$189,5900.0%1,0000.1%TransportationShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. 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