Filed: 8/13/2025ACC: 0001768089-25-000005
📋 What this filing means
KNUFF & CO LLC filed this quarterly 13F‑HR report disclosing 122 equity positions with a total reported market value of $317.59M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
122
Positions
$317.59M
Total AUM (reported)
2.05M
Total Shares
Allocation by class
COM$293.39M92.4%
ADR$20.36M6.4%
ETF$3.84M1.2%
Portfolio Concentration
Top 3$82.75M26.1%
4–10$80.36M25.3%
11–25$88.82M28.0%
Rest$65.66M20.7%
Top 3 weight
26.1%
Top 10 weight
51.4%
Voting Authority Distribution
Total shares with voting rights: 2.05M
Sole
Full voting authority
2.05M
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)
Sole122
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings122
Rows:
APPLE INC
SOLEShares146.72K
TypeSH
Market value$30.10M
9.48%
Sole
146.72K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares59.31K
TypeSH
Market value$29.50M
9.29%
Sole
59.31K
Shared
0.00
None
0.00
NETFLIX INC
SOLEShares17.29K
TypeSH
Market value$23.15M
7.29%
Sole
17.29K
Shared
0.00
None
0.00
PROCTER AND GAMBLE CO
SOLEShares133.54K
TypeSH
Market value$21.28M
6.70%
Sole
133.54K
Shared
0.00
None
0.00
MERCADOLIBRE INC
SOLEShares4.40K
TypeSH
Market value$11.50M
3.62%
Sole
4.40K
Shared
0.00
None
0.00
FORTINET INC
SOLEShares107.92K
TypeSH
Market value$11.41M
3.59%
Sole
107.92K
Shared
0.00
None
0.00
COSTCO WHSL CORP
SOLEShares10.33K
TypeSH
Market value$10.23M
3.22%
Sole
10.33K
Shared
0.00
None
0.00
THE TRADE DESK INC CL A
SOLEShares130.52K
TypeSH
Market value$9.13M
2.88%
Sole
130.52K
Shared
0.00
None
0.00
NOVO-NORDISK A S
SOLEShares127.92K
TypeSH
Market value$8.83M
2.78%
Sole
127.92K
Shared
0.00
None
0.00
CATERPILLAR INC
SOLEShares20.57K
TypeSH
Market value$7.99M
2.51%
Sole
20.57K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC CL B
SOLEShares16.34K
TypeSH
Market value$7.94M
2.50%
Sole
16.34K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares32.40K
TypeSH
Market value$7.11M
2.24%
Sole
32.40K
Shared
0.00
None
0.00
ALPHABET INC CL C
SOLEShares40.05K
TypeSH
Market value$7.10M
2.24%
Sole
40.05K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares25.47K
TypeSH
Market value$7.02M
2.21%
Sole
25.47K
Shared
0.00
None
0.00
EXXON MOBIL CORP
SOLEShares62.95K
TypeSH
Market value$6.79M
2.14%
Sole
62.95K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares41.56K
TypeSH
Market value$6.57M
2.07%
Sole
41.56K
Shared
0.00
None
0.00
VERTEX PHARMACEUTICALS INC
SOLEShares14K
TypeSH
Market value$6.23M
1.96%
Sole
14K
Shared
0.00
None
0.00
EQUIFAX INC
SOLEShares23.50K
TypeSH
Market value$6.10M
1.92%
Sole
23.50K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares26.54K
TypeSH
Market value$6.01M
1.89%
Sole
26.54K
Shared
0.00
None
0.00
AMERICAN TOWER CORP
SOLEShares24.89K
TypeSH
Market value$5.50M
1.73%
Sole
24.89K
Shared
0.00
None
0.00
CELSIUS HLDGS INC
SOLEShares115.29K
TypeSH
Market value$5.27M
1.66%
Sole
115.29K
Shared
0.00
None
0.00
JD.COM INC CL A
SOLEShares159.95K
TypeSH
Market value$5.22M
1.64%
Sole
159.95K
Shared
0.00
None
0.00
MONSTER BEVERAGE CORP
SOLEShares80.16K
TypeSH
Market value$5.02M
1.58%
Sole
80.16K
Shared
0.00
None
0.00
BOEING CO
SOLEShares17.88K
TypeSH
Market value$3.75M
1.18%
Sole
17.88K
Shared
0.00
None
0.00
HOME DEPOT INC
SOLEShares8.73K
TypeSH
Market value$3.20M
1.01%
Sole
8.73K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 146.72K | SH | $30.10M 9.48% | 146.72K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 59.31K | SH | $29.50M 9.29% | 59.31K | 0.00 | 0.00 |
NETFLIX INCSOLE | COM | 17.29K | SH | $23.15M 7.29% | 17.29K | 0.00 | 0.00 |
PROCTER AND GAMBLE COSOLE | COM | 133.54K | SH | $21.28M 6.70% | 133.54K | 0.00 | 0.00 |
MERCADOLIBRE INCSOLE | COM | 4.40K | SH | $11.50M 3.62% | 4.40K | 0.00 | 0.00 |
FORTINET INCSOLE | COM | 107.92K | SH | $11.41M 3.59% | 107.92K | 0.00 | 0.00 |
COSTCO WHSL CORPSOLE | COM | 10.33K | SH | $10.23M 3.22% | 10.33K | 0.00 | 0.00 |
THE TRADE DESK INC CL ASOLE | COM | 130.52K | SH | $9.13M 2.88% | 130.52K | 0.00 | 0.00 |
NOVO-NORDISK A SSOLE | ADR | 127.92K | SH | $8.83M 2.78% | 127.92K | 0.00 | 0.00 |
CATERPILLAR INCSOLE | COM | 20.57K | SH | $7.99M 2.51% | 20.57K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC CL BSOLE | COM | 16.34K | SH | $7.94M 2.50% | 16.34K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 32.40K | SH | $7.11M 2.24% | 32.40K | 0.00 | 0.00 |
ALPHABET INC CL CSOLE | COM | 40.05K | SH | $7.10M 2.24% | 40.05K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 25.47K | SH | $7.02M 2.21% | 25.47K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 62.95K | SH | $6.79M 2.14% | 62.95K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 41.56K | SH | $6.57M 2.07% | 41.56K | 0.00 | 0.00 |
VERTEX PHARMACEUTICALS INCSOLE | COM | 14K | SH | $6.23M 1.96% | 14K | 0.00 | 0.00 |
EQUIFAX INCSOLE | COM | 23.50K | SH | $6.10M 1.92% | 23.50K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | ADR | 26.54K | SH | $6.01M 1.89% | 26.54K | 0.00 | 0.00 |
AMERICAN TOWER CORPSOLE | COM | 24.89K | SH | $5.50M 1.73% | 24.89K | 0.00 | 0.00 |
CELSIUS HLDGS INCSOLE | COM | 115.29K | SH | $5.27M 1.66% | 115.29K | 0.00 | 0.00 |
JD.COM INC CL ASOLE | ADR | 159.95K | SH | $5.22M 1.64% | 159.95K | 0.00 | 0.00 |
MONSTER BEVERAGE CORPSOLE | COM | 80.16K | SH | $5.02M 1.58% | 80.16K | 0.00 | 0.00 |
BOEING COSOLE | COM | 17.88K | SH | $3.75M 1.18% | 17.88K | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COM | 8.73K | SH | $3.20M 1.01% | 8.73K | 0.00 | 0.00 |
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