Knuff & Co LLC
135 holdingsFiling period: 2026-03-31Current AUM: $382.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 157.5K | $40.0M | $48.6M | 12.72% | -1,352 | 2026-03-31 |
| 2 | MSFT | MICROSOFT CORP | 59.9K | $22.2M | $27.8M | 7.28% | +256 | 2026-03-31 |
| 3 | PG | PROCTER & GAMBLE CO | 131.0K | $18.9M | $18.9M | 4.95% | -2,421 | 2026-03-31 |
| 4 | NFLX | NETFLIX INC. | 173.5K | $16.7M | $12.4M | 3.25% | +7.2K | 2026-03-31 |
| 5 | CAT | CATERPILLAR INC | 20.8K | $14.7M | $16.9M | 4.43% | +213 | 2026-03-31 |
| 6 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | 36.9K | $12.5M | $14.9M | 3.90% | +9.1K | 2026-03-31 |
| 7 | GOOG | ALPHABET INC CL C | 40.8K | $11.7M | $14.6M | 3.81% | +328 | 2026-03-31 |
| 8 | XOM | EXXON MOBIL CORP | 62.9K | $10.7M | $9.8M | 2.56% | -45 | 2026-03-31 |
| 9 | XOM | EXXON MOBIL CORP | 62.9K | $10.7M | $9.8M | 2.56% | -45 | 2026-03-31 |
| 10 | COST | COSTCO WHOLESALE CORPORATION | 10.5K | $10.5M | $10.0M | 2.62% | -93 | 2026-03-31 |
| 11 | MELI | MERCADOLIBRE INC | 5.7K | $9.9M | $10.7M | 2.80% | +726 | 2026-03-31 |
| 12 | AMZN | AMAZON COM INC | 42.1K | $8.8M | $11.4M | 2.99% | -3,702 | 2026-03-31 |
| 13 | NVO | NOVO-NORDISK A S | 235.2K | $8.6M | $11.1M | 2.90% | +63.5K | 2026-03-31 |
| 14 | FTNT | FORTINET INC | 104.0K | $8.5M | $16.8M | 4.40% | -1,325 | 2026-03-31 |
| 15 | AVGO | BROADCOM INC | 24.6K | $7.6M | $9.6M | 2.50% | -562 | 2026-03-31 |
| 16 | NVDA | NVIDIA CORPORATION | 40.4K | $7.0M | $8.1M | 2.12% | -755 | 2026-03-31 |
| 17 | BABA | ALIBABA GROUP HLDG LTD | 56.1K | $7.0M | $6.9M | 1.79% | -662 | 2026-03-31 |
| 18 | BRK-B | BERKSHIRE HATHAWAY INC CL B | 14.4K | $6.9M | $6.9M | 1.80% | -2,546 | 2026-03-31 |
| 19 | VRTX | VERTEX PHARMACEUTICALS INC | 14.0K | $6.2M | $6.7M | 1.74% | -216 | 2026-03-31 |
| 20 | MNST | MONSTER BEVERAGE CORP | 74.1K | $5.4M | $7.1M | 1.87% | +1.6K | 2026-03-31 |
| 21 | NOW | SERVICENOW INC | 40.5K | $4.2M | $4.5M | 1.18% | +34.8K | 2026-03-31 |
| 22 | EFX | EQUIFAX INC | 23.0K | $4.1M | $4.0M | 1.04% | -500 | 2026-03-31 |
| 23 | CELH | CELSIUS HLDGS INC | 115.1K | $4.1M | $3.4M | 0.88% | -12,815 | 2026-03-31 |
| 24 | GOOGL | ALPHABET INC CL A | 13.4K | $3.8M | $4.8M | 1.24% | +696 | 2026-03-31 |
| 25 | ALB | ALBEMARLE CORP | 21.0K | $3.8M | $2.5M | 0.65% | -- | 2026-03-31 |
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