Knuff & Co LLC
143 holdingsFiling period: 2026-06-30Current AUM: $410.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | 161.8K | $46.8M | $55.8M | 13.57% | +4.3K | 2026-06-30 |
| 2 | MSFT | Microsoft Corp | 65.3K | $24.2M | $33.8M | 8.23% | +5.4K | 2026-06-30 |
| 3 | CAT | Caterpillar Inc | 20.5K | $21.8M | $12.8M | 3.10% | -300 | 2026-06-30 |
| 4 | PG | Procter & Gamble Co | 126.3K | $18.5M | $20.4M | 4.97% | -4,680 | 2026-06-30 |
| 5 | TSM | Taiwan Semiconductor Manufacturing Ltd | 37.0K | $17.7M | $15.0M | 3.66% | +140 | 2026-06-30 |
| 6 | GOOG | Alphabet Inc Cap Stk CL C | 48.5K | $17.1M | $13.5M | 3.28% | +7.7K | 2026-06-30 |
| 7 | FTNT | Fortinet Inc | 105.6K | $16.2M | $14.4M | 3.50% | +1.6K | 2026-06-30 |
| 8 | MELI | Mercadolibre Inc | 9.3K | $15.9M | $15.2M | 3.69% | +3.6K | 2026-06-30 |
| 9 | NFLX | Netflix Inc. | 182.6K | $13.0M | $11.3M | 2.76% | +9.1K | 2026-06-30 |
| 10 | NVO | Novo-Nordisk A S | 242.8K | $11.6M | $9.7M | 2.36% | +7.5K | 2026-06-30 |
| 11 | AMZN | Amazon.com Inc | 44.0K | $10.5M | $10.6M | 2.57% | +1.8K | 2026-06-30 |
| 12 | NVDA | NVIDIA Corporation | 49.5K | $9.9M | $10.1M | 2.47% | +9.1K | 2026-06-30 |
| 13 | COST | Costco Wholesale Corporation | 10.4K | $9.8M | $10.6M | 2.57% | -84 | 2026-06-30 |
| 14 | AVGO | Broadcom Inc | 23.5K | $8.9M | $7.7M | 1.87% | -1,046 | 2026-06-30 |
| 15 | XOM | Exxonmobil Holdings Corp | 62.9K | $8.6M | $11.8M | 2.87% | -- | 2026-06-30 |
| 16 | XOM | Exxonmobil Holdings Corp | 62.9K | $8.6M | $11.8M | 2.87% | -- | 2026-06-30 |
| 17 | MNST | Monster Beverage Corp | 82.6K | $7.9M | $7.8M | 1.90% | +8.5K | 2026-06-30 |
| 18 | BRK-B | Berkshire Hathaway Inc CL B | 14.4K | $7.2M | $7.2M | 1.75% | +45 | 2026-06-30 |
| 19 | VRTX | Vertex Pharmaceuticals Inc | 14.3K | $7.1M | $8.0M | 1.94% | +307 | 2026-06-30 |
| 20 | NOW | Servicenow Inc | 60.0K | $6.0M | $6.3M | 1.53% | +19.5K | 2026-06-30 |
| 21 | CELH | Celsius Hldgs Inc | 165.5K | $4.8M | $4.8M | 1.17% | +50.4K | 2026-06-30 |
| 22 | MDB | Mongodb Inc CL A | 14.4K | $4.8M | $5.1M | 1.23% | -994 | 2026-06-30 |
| 23 | BABA | Alibaba Group Hldg Ltd | 49.9K | $4.8M | $4.9M | 1.19% | -6,198 | 2026-06-30 |
| 24 | GOOGL | Alphabet Inc Cap Stk CL A | 13.1K | $4.7M | $3.7M | 0.89% | -225 | 2026-06-30 |
| 25 | FLOT | iShares Floating Rate Bond | 87.5K | $4.5M | $4.5M | 1.09% | -- | 2026-06-30 |
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