The Analysis of Knuff & Co LLC's Holdings
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). Stock Holdings
TickerCompany NameSharesShares âŗ%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 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 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 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 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 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 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 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 SCHV SCHWAB U.S. LARGE-CAP VALUE40.4K 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 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 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 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 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 OKLO OKLO INC CL A2.0K sharesnew addition2025-12-312026-02-04 ADBE ADOBE INC400 shares0.00%2025-12-312026-02-04 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 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 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 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 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 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 PANW PALO ALTO NETWORKS INC140 sharesnew addition2025-12-312026-02-04 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available