Filed: 5/13/2025ACC: 0001768089-25-000004
📋 What this filing means
KNUFF & CO LLC filed this quarterly 13F‑HR report disclosing 133 equity positions with a total reported market value of $298.02M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
133
Positions
$298.02M
Total AUM (reported)
1.96M
Total Shares
Allocation by class
COM$273.90M91.9%
ADR$18.32M6.1%
ETF$5.81M1.9%
Portfolio Concentration
Top 3$78.93M26.5%
4–10$69.28M23.2%
11–25$81.20M27.2%
Rest$68.61M23.0%
Top 3 weight
26.5%
Top 10 weight
49.7%
Voting Authority Distribution
Total shares with voting rights: 1.96M
Sole
Full voting authority
1.96M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole133
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings133
Rows:
APPLE INC
SOLEShares153.13K
TypeSH
Market value$34.01M
11.41%
Sole
153.13K
Shared
0.00
None
0.00
PROCTER AND GAMBLE CO
SOLEShares134.09K
TypeSH
Market value$22.85M
7.67%
Sole
134.09K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares58.79K
TypeSH
Market value$22.07M
7.41%
Sole
58.79K
Shared
0.00
None
0.00
NETFLIX INC
SOLEShares17.31K
TypeSH
Market value$16.14M
5.42%
Sole
17.31K
Shared
0.00
None
0.00
FORTINET INC
SOLEShares109.11K
TypeSH
Market value$10.50M
3.52%
Sole
109.11K
Shared
0.00
None
0.00
COSTCO WHSL CORP
SOLEShares10.31K
TypeSH
Market value$9.75M
3.27%
Sole
10.31K
Shared
0.00
None
0.00
MERCADOLIBRE INC
SOLEShares4.85K
TypeSH
Market value$9.47M
3.18%
Sole
4.85K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC CL B
SOLEShares16.40K
TypeSH
Market value$8.73M
2.93%
Sole
16.40K
Shared
0.00
None
0.00
EXXON MOBIL CORP
SOLEShares65K
TypeSH
Market value$7.73M
2.59%
Sole
65K
Shared
0.00
None
0.00
CATERPILLAR INC
SOLEShares21.07K
TypeSH
Market value$6.95M
2.33%
Sole
21.07K
Shared
0.00
None
0.00
ALIBABA GROUP HLDG LTD
SOLEShares51.18K
TypeSH
Market value$6.77M
2.27%
Sole
51.18K
Shared
0.00
None
0.00
THE TRADE DESK INC CL A
SOLEShares132.42K
TypeSH
Market value$6.75M
2.27%
Sole
132.42K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares35.38K
TypeSH
Market value$6.73M
2.26%
Sole
35.38K
Shared
0.00
None
0.00
VERTEX PHARMACEUTICALS INC
SOLEShares13.82K
TypeSH
Market value$6.70M
2.25%
Sole
13.82K
Shared
0.00
None
0.00
ALPHABET INC CL C
SOLEShares42.43K
TypeSH
Market value$6.63M
2.22%
Sole
42.43K
Shared
0.00
None
0.00
EQUIFAX INC
SOLEShares26K
TypeSH
Market value$6.33M
2.12%
Sole
26K
Shared
0.00
None
0.00
NOVO-NORDISK A S
SOLEShares83.87K
TypeSH
Market value$5.82M
1.95%
Sole
83.87K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares48.72K
TypeSH
Market value$5.28M
1.77%
Sole
48.72K
Shared
0.00
None
0.00
AMERICAN TOWER CORP
SOLEShares24.21K
TypeSH
Market value$5.27M
1.77%
Sole
24.21K
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares10.23K
TypeSH
Market value$5.09M
1.71%
Sole
10.23K
Shared
0.00
None
0.00
MONSTER BEVERAGE CORP
SOLEShares81.99K
TypeSH
Market value$4.80M
1.61%
Sole
81.99K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares26.07K
TypeSH
Market value$4.33M
1.45%
Sole
26.07K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares25.72K
TypeSH
Market value$4.31M
1.44%
Sole
25.72K
Shared
0.00
None
0.00
HOME DEPOT INC
SOLEShares8.77K
TypeSH
Market value$3.21M
1.08%
Sole
8.77K
Shared
0.00
None
0.00
CHEVRON CORP
SOLEShares19.01K
TypeSH
Market value$3.18M
1.07%
Sole
19.01K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 153.13K | SH | $34.01M 11.41% | 153.13K | 0.00 | 0.00 |
PROCTER AND GAMBLE COSOLE | COM | 134.09K | SH | $22.85M 7.67% | 134.09K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 58.79K | SH | $22.07M 7.41% | 58.79K | 0.00 | 0.00 |
NETFLIX INCSOLE | COM | 17.31K | SH | $16.14M 5.42% | 17.31K | 0.00 | 0.00 |
FORTINET INCSOLE | COM | 109.11K | SH | $10.50M 3.52% | 109.11K | 0.00 | 0.00 |
COSTCO WHSL CORPSOLE | COM | 10.31K | SH | $9.75M 3.27% | 10.31K | 0.00 | 0.00 |
MERCADOLIBRE INCSOLE | COM | 4.85K | SH | $9.47M 3.18% | 4.85K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC CL BSOLE | COM | 16.40K | SH | $8.73M 2.93% | 16.40K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 65K | SH | $7.73M 2.59% | 65K | 0.00 | 0.00 |
CATERPILLAR INCSOLE | COM | 21.07K | SH | $6.95M 2.33% | 21.07K | 0.00 | 0.00 |
ALIBABA GROUP HLDG LTDSOLE | ADR | 51.18K | SH | $6.77M 2.27% | 51.18K | 0.00 | 0.00 |
THE TRADE DESK INC CL ASOLE | COM | 132.42K | SH | $6.75M 2.27% | 132.42K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 35.38K | SH | $6.73M 2.26% | 35.38K | 0.00 | 0.00 |
VERTEX PHARMACEUTICALS INCSOLE | COM | 13.82K | SH | $6.70M 2.25% | 13.82K | 0.00 | 0.00 |
ALPHABET INC CL CSOLE | COM | 42.43K | SH | $6.63M 2.22% | 42.43K | 0.00 | 0.00 |
EQUIFAX INCSOLE | COM | 26K | SH | $6.33M 2.12% | 26K | 0.00 | 0.00 |
NOVO-NORDISK A SSOLE | ADR | 83.87K | SH | $5.82M 1.95% | 83.87K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 48.72K | SH | $5.28M 1.77% | 48.72K | 0.00 | 0.00 |
AMERICAN TOWER CORPSOLE | COM | 24.21K | SH | $5.27M 1.77% | 24.21K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 10.23K | SH | $5.09M 1.71% | 10.23K | 0.00 | 0.00 |
MONSTER BEVERAGE CORPSOLE | COM | 81.99K | SH | $4.80M 1.61% | 81.99K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | ADR | 26.07K | SH | $4.33M 1.45% | 26.07K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 25.72K | SH | $4.31M 1.44% | 25.72K | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COM | 8.77K | SH | $3.21M 1.08% | 8.77K | 0.00 | 0.00 |
CHEVRON CORPSOLE | COM | 19.01K | SH | $3.18M 1.07% | 19.01K | 0.00 | 0.00 |
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