Q4 2025 · 13F-HR
Knuff & Co LLCholdings as filed
Filed 2026-02-04 · accession 0001768089-26-000001
$339.3M
Reported value
129
Positions
2025-12-31
Period end
The Brief · Knuff & Co LLC · Q4 2025
AI · grounded in 13F
Knuff & Co LLC closed its position in JD, reducing its holdings by $5.16M. The fund significantly increased its stake in AMZN by 40.14% and MDB by 13.11%. Other notable activity includes trimming positions in TTD by 92.89% and NVO by 32.65%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 037833100 | AAPL | APPLE INC | $43.2M | 12.7% | 158,841 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $28.8M | 8.50% | 59,607 | Common | SOLE |
| 742718109 | PG | PROCTER AND GAMBLE CO | $19.1M | 5.64% | 133,447 | Common | SOLE |
| 64110L106 | NFLX | NETFLIX INC | $15.6M | 4.60% | 166,326 | Common | SOLE |
| 02079K107 | GOOG | ALPHABET INC CL C | $12.7M | 3.74% | 40,473 | Common | SOLE |
| 149123101 | CAT | CATERPILLAR INC | $11.8M | 3.47% | 20,569 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $10.6M | 3.12% | 45,816 | Common | SOLE |
| 58733R102 | MELI | MERCADOLIBRE INC | $10.0M | 2.95% | 4,977 | Common | SOLE |
| 22160K105 | COST | COSTCO WHSL CORP | $9.2M | 2.70% | 10,616 | Common | SOLE |
| 670100205 | NVO | NOVO-NORDISK A S | $8.7M | 2.58% | 171,750 | Common | SOLE |
| 11135F101 | AVGO | BROADCOM INC | $8.7M | 2.56% | 25,123 | Common | SOLE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC CL B | $8.5M | 2.51% | 16,913 | Common | SOLE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $8.4M | 2.48% | 27,728 | Common | SOLE |
| 34959E109 | FTNT | FORTINET INC | $8.3M | 2.46% | 105,300 | Common | SOLE |
| 01609W102 | BABA | ALIBABA GROUP HLDG LTD | $8.3M | 2.45% | 56,800 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $7.7M | 2.26% | 41,170 | Common | SOLE |
| 30231G102 | XOM | EXXON MOBIL CORP | $7.6M | 2.23% | 62,917 | Common | SOLE |
| 92532F100 | VRTX | VERTEX PHARMACEUTICALS INC | $6.4M | 1.90% | 14,197 | Common | SOLE |
| 60937P106 | MDB | MONGODB INC CL A | $5.9M | 1.75% | 14,171 | Common | SOLE |
| 15118V207 | CELH | CELSIUS HLDGS INC | $5.8M | 1.72% | 127,881 | Common | SOLE |
| 61174X109 | MNST | MONSTER BEVERAGE CORP | $5.6M | 1.64% | 72,477 | Common | SOLE |
| 294429105 | EFX | EQUIFAX INC | $5.1M | 1.50% | 23,500 | Common | SOLE |
| 883556102 | TMO | THERMO FISHER SCIENTIFIC INC | $4.7M | 1.39% | 8,138 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC CL A | $4.0M | 1.17% | 12,664 | Common | SOLE |
| 097023105 | BA | BOEING CO | $3.9M | 1.16% | 18,061 | Common | SOLE |
| 025816109 | AXP | AMERICAN EXPRESS CO | $3.7M | 1.08% | 9,950 | Common | SOLE |
| 03027X100 | AMT | AMERICAN TOWER CORP | $3.1M | 0.92% | 17,810 | Common | SOLE |
| 369604301 | GE | GE AEROSPACE | $3.1M | 0.92% | 10,090 | Common | SOLE |
| 437076102 | HD | HOME DEPOT INC | $3.0M | 0.89% | 8,740 | Common | SOLE |
| 012653101 | ALB | ALBEMARLE CORP | $3.0M | 0.88% | 21,000 | Common | SOLE |
| 65339F101 | NEE | NEXTERA ENERGY INC | $2.8M | 0.82% | 34,485 | Common | SOLE |
| 001055102 | AFL | AFLAC INC | $2.7M | 0.81% | 24,867 | Common | SOLE |
| 595017104 | MCHP | MICROCHIP TECHNOLOGY INC. | $2.3M | 0.67% | 35,876 | Common | SOLE |
| 166764100 | CVX | CHEVRON CORP | $2.2M | 0.65% | 14,526 | Common | SOLE |
| 92826C839 | V | VISA INC CL A | $1.8M | 0.54% | 5,200 | Common | SOLE |
| 375558103 | GILD | GILEAD SCIENCES INC | $1.8M | 0.52% | 14,396 | Common | SOLE |
| 194162103 | CL | COLGATE PALMOLIVE CO | $1.8M | 0.52% | 22,305 | Common | SOLE |
| 00287Y109 | ABBV | ABBVIE INC | $1.7M | 0.51% | 7,575 | Common | SOLE |
| 478160104 | JNJ | JOHNSON & JOHNSON | $1.7M | 0.50% | 8,247 | Common | SOLE |
| 68389X105 | ORCL | ORACLE CORP | $1.6M | 0.47% | 8,252 | Common | SOLE |
| 717081103 | PFE | PFIZER INC | $1.6M | 0.47% | 63,859 | Common | SOLE |
| 745867101 | PHM | PULTE GROUP INC | $1.6M | 0.46% | 13,330 | Common | SOLE |
| 949746101 | WMT2 | WELLS FARGO CO | $1.6M | 0.46% | 16,692 | Common | SOLE |
| 254687106 | DIS | DISNEY WALT CO | $1.5M | 0.44% | 13,057 | Common | SOLE |
| 36828A101 | GEV | GE VERNOVA INC | $1.5M | 0.43% | 2,255 | Common | SOLE |
| 191216100 | KO | COCA COLA CO | $1.3M | 0.40% | 19,300 | Common | SOLE |
| 747525103 | QCOM | QUALCOMM INC | $1.3M | 0.38% | 7,544 | Common | SOLE |
| 94106L109 | WM | WASTE MGMT INC | $1.3M | 0.37% | 5,730 | Common | SOLE |
| 808524409 | SCHV | SCHWAB U.S. LARGE-CAP VALUE | $1.2M | 0.35% | 40,438 | Common | SOLE |
| 58933Y105 | MRK | MERCK & CO INC | $1.2M | 0.34% | 11,038 | Common | SOLE |
| 235851102 | DHR | DANAHER CORPORATION | $1.1M | 0.33% | 4,869 | Common | SOLE |
| 231021106 | CMI | CUMMINS INC | $1.0M | 0.30% | 1,965 | Common | SOLE |
| 855244109 | SBUX | STARBUCKS CORP | $879,573 | 0.26% | 10,445 | Common | SOLE |
| 81762P102 | NOW | SERVICENOW INC | $879,311 | 0.26% | 5,740 | Common | SOLE |
| 57636Q104 | MA | MASTERCARD INCORPORATED CL A | $848,328 | 0.25% | 1,486 | Common | SOLE |
| 907818108 | UNP | UNION PAC CORP | $846,631 | 0.25% | 3,660 | Common | SOLE |
| 002824100 | ABT | ABBOTT LABS | $797,095 | 0.23% | 6,362 | Common | SOLE |
| 46625H100 | JPM | JPMORGAN CHASE & CO. | $763,339 | 0.22% | 2,369 | Common | SOLE |
| 79466L302 | CRM | SALESFORCE INC | $758,702 | 0.22% | 2,864 | Common | SOLE |
| 78463V107 | GLD | SPDR GOLD SHARES | $687,598 | 0.20% | 1,735 | Common | SOLE |
| 110122108 | BMY | BRISTOL-MYERS SQUIBB CO | $589,996 | 0.17% | 10,938 | Common | SOLE |
| 031162100 | AMGN | AMGEN INC | $589,158 | 0.17% | 1,800 | Common | SOLE |
| 92338C103 | VLTO | VERALTO CORP | $527,138 | 0.16% | 5,283 | Common | SOLE |
| 872540109 | TJX | TJX COS INC | $506,913 | 0.15% | 3,300 | Common | SOLE |
| 609839105 | MPWR | MONOLITHIC PWR SYS INC | $498,498 | 0.15% | 550 | Common | SOLE |
| N07059210 | ASML | ASML HOLDING N V | $420,455 | 0.12% | 393 | Common | SOLE |
| 713448108 | PEP | PEPSICO INC | $416,495 | 0.12% | 2,902 | Common | SOLE |
| 743315103 | PGR | PROGRESSIVE CORP | $413,540 | 0.12% | 1,816 | Common | SOLE |
| 36266G107 | GEHC | GE HEALTHCARE TECHNOLOGIES INC | $413,463 | 0.12% | 5,041 | Common | SOLE |
| 654106103 | NKE | NIKE INC CL B | $406,661 | 0.12% | 6,383 | Common | SOLE |
| 369550108 | GD | GENERAL DYNAMICS CORP | $336,660 | 0.10% | 1,000 | Common | SOLE |
| 26441C204 | DUK | DUKE ENERGY CORP | $334,986 | 0.10% | 2,858 | Common | SOLE |
| 532457108 | LLY | ELI LILLY & CO | $307,358 | 0.09% | 286 | Common | SOLE |
| 459200101 | IBM | INTERNATIONAL BUSINESS MACHS | $296,210 | 0.09% | 1,000 | Common | SOLE |
| 34964C106 | FBIN | FORTUNE BRANDS INNOVATIONS INC | $266,206 | 0.08% | 5,322 | Common | SOLE |
| 46432F842 | IEFA | ISHARES CORE MSCI EAFE | $250,220 | 0.07% | 2,797 | Common | SOLE |
| G54950103 | LIN | LINDE PLC | $245,174 | 0.07% | 575 | Common | SOLE |
| 90353T100 | UBER | UBER TECHNOLOGIES INC | $245,130 | 0.07% | 3,000 | Common | SOLE |
| 548661107 | LOW | LOWES COS INC | $228,861 | 0.07% | 949 | Common | SOLE |
| 922908363 | VOO | VANGUARD S&P 500 | $227,648 | 0.07% | 363 | Common | SOLE |
| 929740108 | WAB | WABTEC | $214,104 | 0.06% | 1,003 | Common | SOLE |
| G037AX101 | AMBA | AMBARELLA INC | $213,937 | 0.06% | 3,020 | Common | SOLE |
| 169656105 | CMG | CHIPOTLE MEXICAN GRILL INC | $162,985 | 0.05% | 4,405 | Common | SOLE |
| 88339J105 | TTD | THE TRADE DESK INC CL A | $151,840 | 0.04% | 4,000 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC CL A | $148,520 | 0.04% | 225 | Common | SOLE |
| G29183103 | ETN | EATON CORP PLC | $145,241 | 0.04% | 456 | Common | SOLE |
| 02156V109 | OKLO | OKLO INC CL A | $143,520 | 0.04% | 2,000 | Common | SOLE |
| 00724F101 | ADBE | ADOBE INC | $139,996 | 0.04% | 400 | Common | SOLE |
| 91913Y100 | VLO | VALERO ENERGY CORP | $130,232 | 0.04% | 800 | Common | SOLE |
| 016255101 | ALGN | ALIGN TECHNOLOGY INC | $125,232 | 0.04% | 802 | Common | SOLE |
| 882508104 | TXN | TEXAS INSTRS INC | $121,443 | 0.04% | 700 | Common | SOLE |
| 37954Y673 | PAVE | GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT | $119,475 | 0.04% | 2,500 | Common | SOLE |
| 14040H105 | COF | CAPITAL ONE FINL CORP | $109,304 | 0.03% | 451 | Common | SOLE |
| 29250N105 | ENB | ENBRIDGE INC | $107,713 | 0.03% | 2,252 | Common | SOLE |
| 053015103 | ADP | AUTOMATIC DATA PROCESSING INC | $106,236 | 0.03% | 413 | Common | SOLE |
| 98978V103 | ZTS | ZOETIS INC CL A | $105,689 | 0.03% | 840 | Common | SOLE |
| 278865100 | ECL | ECOLAB INC | $103,695 | 0.03% | 395 | Common | SOLE |
| 65340P106 | NXE | NEXGEN ENERGY LTD | $103,500 | 0.03% | 11,250 | Common | SOLE |
| 31620M106 | FIS | FIDELITY NATL INFORMATION SVCS | $99,690 | 0.03% | 1,500 | Common | SOLE |
| 23344K102 | — | PLANET LABS PBC | $98,600 | 0.03% | 5,000 | Common | SOLE |
| 81369Y803 | XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR | $93,581 | 0.03% | 650 | Common | SOLE |
| 12572Q105 | CME | CME GROUP INC | $81,924 | 0.02% | 300 | Common | SOLE |
| 922021605 | VTEC | VANGUARD CALIFORNIA TAX-EXEMPT BOND | $80,208 | 0.02% | 800 | Common | SOLE |
| G4124C109 | GRAB | GRAB HOLDINGS LTD | $79,840 | 0.02% | 16,000 | Common | SOLE |
| 464287226 | AGG | ISHARES CORE U.S. AGGREGATE BOND | $75,909 | 0.02% | 760 | Common | SOLE |
| 82846H405 | QXO | QXO INC | $75,713 | 0.02% | 3,925 | Common | SOLE |
| 032654105 | ADI | ANALOG DEVICES INC | $74,580 | 0.02% | 275 | Common | SOLE |
| 13321L108 | CCJ | CAMECO CORP | $68,618 | 0.02% | 750 | Common | SOLE |
| 67103H107 | ORLY | OREILLY AUTOMOTIVE INC | $68,408 | 0.02% | 750 | Common | SOLE |
| 464287200 | IVV | ISHARES CORE S&P 500 | $65,069 | 0.02% | 95 | Common | SOLE |
| G8994E103 | TT | TRANE TECHNOLOGIES PLC | $64,996 | 0.02% | 167 | Common | SOLE |
| 278642103 | EBAY | EBAY INC. | $60,970 | 0.02% | 700 | Common | SOLE |
| 46137V357 | RSP | INVESCO S&P 500 EQUAL WEIGHT | $57,468 | 0.02% | 300 | Common | SOLE |
| 896239100 | TRMB | TRIMBLE INC | $54,845 | 0.02% | 700 | Common | SOLE |
| 808513105 | SCHW | SCHWAB CHARLES CORP | $54,551 | 0.02% | 546 | Common | SOLE |
| 292671708 | UUUU | ENERGY FUELS INC | $54,525 | 0.02% | 3,750 | Common | SOLE |
| 65345M108 | NXDR | NEXTDOOR HOLDINGS INC CL A | $52,500 | 0.02% | 25,000 | Common | SOLE |
| 718172109 | PM | PHILIP MORRIS INTL INC | $48,120 | 0.01% | 300 | Common | SOLE |
| 81369Y209 | XLV | STATE STREET HEALTH CARE SELECT SECTOR SPDR | $44,892 | 0.01% | 290 | Common | SOLE |
| 74460D109 | PSA | PUBLIC STORAGE OPER CO | $37,887 | 0.01% | 146 | Common | SOLE |
| 464287408 | IVE | ISHARES S&P 500 VALUE | $37,112 | 0.01% | 175 | Common | SOLE |
| 67079K100 | SMR | NUSCALE PWR CORP CL A | $35,425 | 0.01% | 2,500 | Common | SOLE |
| 78468R812 | QUS | STATE STREET SPDR MSCI USA STRATEGICFACTORS | $32,747 | 0.01% | 188 | Common | SOLE |
| 438516106 | HON | HONEYWELL INTL INC | $31,605 | 0.01% | 162 | Common | SOLE |
| 85208P303 | URNM | SPROTT URANIUM MINERS | $31,123 | 0.01% | 567 | Common | SOLE |
| 921943858 | VEA | VANGUARD FTSE DEVELOPED MARKETS | $29,861 | 0.01% | 478 | Common | SOLE |
| 863667101 | SYK | STRYKER CORPORATION | $28,118 | 0.01% | 80 | Common | SOLE |
| 040413106 | ANETEUR | ARISTA NETWORKS INC | $26,206 | 0.01% | 200 | Common | SOLE |
| 697435105 | PANW | PALO ALTO NETWORKS INC | $25,788 | 0.01% | 140 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.