Knuff & Co LLC
143 holdingsFiling period: 2026-06-30Current AUM: $419.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 161.8K | $46.8M | $53.6M | 12.77% | +4.3K | 2026-06-30 |
| 2 | MSFT | MICROSOFT CORP | 65.3K | $24.2M | $32.2M | 7.67% | +5.4K | 2026-06-30 |
| 3 | CAT | CATERPILLAR INC | 20.5K | $21.8M | $16.0M | 3.82% | -300 | 2026-06-30 |
| 4 | PG | PROCTER & GAMBLE CO | 126.3K | $18.5M | $18.5M | 4.42% | -4,680 | 2026-06-30 |
| 5 | TSM | TAIWAN SEMICONDUCTOR MANUFACTURING LTD | 37.0K | $17.7M | $15.3M | 3.65% | +140 | 2026-06-30 |
| 6 | GOOG | ALPHABET INC CAP STK CL C | 48.5K | $17.1M | $16.5M | 3.94% | +7.7K | 2026-06-30 |
| 7 | FTNT | FORTINET INC | 105.6K | $16.2M | $18.2M | 4.34% | +1.6K | 2026-06-30 |
| 8 | MELI | MERCADOLIBRE INC | 9.3K | $15.9M | $17.1M | 4.07% | +3.6K | 2026-06-30 |
| 9 | NFLX | NETFLIX INC. | 182.6K | $13.0M | $14.2M | 3.39% | +9.1K | 2026-06-30 |
| 10 | NVO | NOVO-NORDISK A S | 242.8K | $11.6M | $10.3M | 2.46% | +7.5K | 2026-06-30 |
| 11 | AMZN | AMAZON COM INC | 44.0K | $10.5M | $10.9M | 2.60% | +1.8K | 2026-06-30 |
| 12 | NVDA | NVIDIA CORPORATION | 49.5K | $9.9M | $10.5M | 2.50% | +9.1K | 2026-06-30 |
| 13 | COST | COSTCO WHOLESALE CORPORATION | 10.4K | $9.8M | $9.4M | 2.24% | -84 | 2026-06-30 |
| 14 | AVGO | BROADCOM INC | 23.5K | $8.9M | $8.0M | 1.90% | -1,046 | 2026-06-30 |
| 15 | XOM | EXXONMOBIL HOLDINGS CORP | 62.9K | $8.6M | $10.7M | 2.54% | -- | 2026-06-30 |
| 16 | XOM | EXXONMOBIL HOLDINGS CORP | 62.9K | $8.6M | $10.7M | 2.54% | -- | 2026-06-30 |
| 17 | MNST | MONSTER BEVERAGE CORP | 82.6K | $7.9M | $7.4M | 1.76% | +8.5K | 2026-06-30 |
| 18 | BRK-B | BERKSHIRE HATHAWAY INC CL B | 14.4K | $7.2M | $7.2M | 1.72% | +45 | 2026-06-30 |
| 19 | VRTX | VERTEX PHARMACEUTICALS INC | 14.3K | $7.1M | $7.4M | 1.75% | +307 | 2026-06-30 |
| 20 | NOW | SERVICENOW INC | 60.0K | $6.0M | $8.5M | 2.03% | +19.5K | 2026-06-30 |
| 21 | CELH | CELSIUS HLDGS INC | 165.5K | $4.8M | $4.6M | 1.09% | +50.4K | 2026-06-30 |
| 22 | MDB | MONGODB INC CL A | 14.4K | $4.8M | $5.4M | 1.29% | -994 | 2026-06-30 |
| 23 | BABA | ALIBABA GROUP HLDG LTD | 49.9K | $4.8M | $5.5M | 1.30% | -6,198 | 2026-06-30 |
| 24 | GOOGL | ALPHABET INC CAP STK CL A | 13.1K | $4.7M | $4.5M | 1.08% | -225 | 2026-06-30 |
| 25 | FLOT | ISHARES FLOATING RATE BOND | 87.5K | $4.5M | $4.5M | 1.06% | -- | 2026-06-30 |
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