Knuff & Co LLC 13F Holdings

CIK 0001768089 · FOSTER CITY, CA

As of Sep 30, 2025, Knuff & Co LLC reported 122 positions worth $345.2M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
APPLE INCAAPLTechnology156,038$39.7M11.51%
MICROSOFT CORPMSFTTechnology59,301$30.7M8.90%
PROCTER & GAMBLE COPGConsumer Defensive134,071$20.6M5.97%
NETFLIX INCNFLXCommunication Services16,816$20.2M5.84%
NOVO NORDISK A SNVOHealthcare255,024 4.2M4.10%
MERCADOLIBRE INCMELIConsumer Cyclical4,424 0.3M3.00%
ALPHABET INCGOOGEquity40,425$9.8M2.85%
COSTCO WHOLESALE CORPCOSTConsumer Defensive10,613$9.8M2.85%
CATERPILLAR INCCATIndustrials20,569$9.8M2.84%
ALIBABA GROUP HOLDING LTDBABAConsumer Cyclical54,392$9.7M2.82%
FORTINET INCFTNTTechnology104,975$8.8M2.56%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services16,773$8.4M2.44%
BROADCOM INCAVGOTechnology25,068$8.3M2.40%
NVIDIA CORPNVDATechnology41,605$7.8M2.25%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMTechnology26,327$7.4M2.13%
AMAZON.COM INCAMZNEquity32,692$7.2M2.08%
EXXON MOBIL CORPXOMEnergy62,932$7.1M2.06%
CELSIUS HOLDINGS INCCELHConsumer Defensive119,364$6.9M1.99%
EQUIFAX INCEFXIndustrials23,500$6.0M1.75%
VERTEX PHARMACEUTICALS INCVRTXHealthcare14,184$5.6M1.61%
JDCOM INCJDConsumer Cyclical147,651$5.2M1.50%
MONSTER BEVERAGE CORPMNSTConsumer Defensive72,477$4.9M1.41%
AMERICAN TOWER CORPAMTReal Estate24,745$4.8M1.38%
THERMO FISHER SCIENTIFIC INCTMOHealthcare8,106$3.9M1.14%
BOEING COBAIndustrials17,881$3.9M1.12%