Filed: 11/13/2025ACC: 0001768089-25-000007
📋 What this filing means
KNUFF & CO LLC filed this quarterly 13F‑HR report disclosing 122 equity positions with a total reported market value of $345.17M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
122
Positions
$345.17M
Total AUM (reported)
2.13M
Total Shares
Allocation by class
COM$305.30M88.4%
ADR$36.74M10.6%
ETF$3.13M0.9%
Portfolio Concentration
Top 3$91.05M26.4%
4–10$83.86M24.3%
11–25$95.96M27.8%
Rest$74.31M21.5%
Top 3 weight
26.4%
Top 10 weight
50.7%
Voting Authority Distribution
Total shares with voting rights: 2.13M
Sole
Full voting authority
2.13M
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
SOLEShares156.04K
TypeSH
Market value$39.73M
11.51%
Sole
156.04K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares59.30K
TypeSH
Market value$30.71M
8.90%
Sole
59.30K
Shared
0.00
None
0.00
PROCTER AND GAMBLE CO
SOLEShares134.07K
TypeSH
Market value$20.60M
5.97%
Sole
134.07K
Shared
0.00
None
0.00
NETFLIX INC
SOLEShares16.82K
TypeSH
Market value$20.16M
5.84%
Sole
16.82K
Shared
0.00
None
0.00
NOVO-NORDISK A S
SOLEShares255.02K
TypeSH
Market value$14.15M
4.10%
Sole
255.02K
Shared
0.00
None
0.00
MERCADOLIBRE INC
SOLEShares4.42K
TypeSH
Market value$10.34M
3.00%
Sole
4.42K
Shared
0.00
None
0.00
ALPHABET INC CL C
SOLEShares40.42K
TypeSH
Market value$9.85M
2.85%
Sole
40.42K
Shared
0.00
None
0.00
COSTCO WHSL CORP
SOLEShares10.61K
TypeSH
Market value$9.82M
2.85%
Sole
10.61K
Shared
0.00
None
0.00
CATERPILLAR INC
SOLEShares20.57K
TypeSH
Market value$9.81M
2.84%
Sole
20.57K
Shared
0.00
None
0.00
ALIBABA GROUP HLDG LTD
SOLEShares54.39K
TypeSH
Market value$9.72M
2.82%
Sole
54.39K
Shared
0.00
None
0.00
FORTINET INC
SOLEShares104.97K
TypeSH
Market value$8.83M
2.56%
Sole
104.97K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC CL B
SOLEShares16.77K
TypeSH
Market value$8.43M
2.44%
Sole
16.77K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares25.07K
TypeSH
Market value$8.27M
2.40%
Sole
25.07K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares41.60K
TypeSH
Market value$7.76M
2.25%
Sole
41.60K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares26.33K
TypeSH
Market value$7.35M
2.13%
Sole
26.33K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares32.69K
TypeSH
Market value$7.18M
2.08%
Sole
32.69K
Shared
0.00
None
0.00
EXXON MOBIL CORP
SOLEShares62.93K
TypeSH
Market value$7.10M
2.06%
Sole
62.93K
Shared
0.00
None
0.00
CELSIUS HLDGS INC
SOLEShares119.36K
TypeSH
Market value$6.86M
1.99%
Sole
119.36K
Shared
0.00
None
0.00
EQUIFAX INC
SOLEShares23.50K
TypeSH
Market value$6.03M
1.75%
Sole
23.50K
Shared
0.00
None
0.00
VERTEX PHARMACEUTICALS INC
SOLEShares14.18K
TypeSH
Market value$5.56M
1.61%
Sole
14.18K
Shared
0.00
None
0.00
JD.COM INC CL A
SOLEShares147.65K
TypeSH
Market value$5.16M
1.50%
Sole
147.65K
Shared
0.00
None
0.00
MONSTER BEVERAGE CORP
SOLEShares72.48K
TypeSH
Market value$4.88M
1.41%
Sole
72.48K
Shared
0.00
None
0.00
AMERICAN TOWER CORP
SOLEShares24.75K
TypeSH
Market value$4.76M
1.38%
Sole
24.75K
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares8.11K
TypeSH
Market value$3.93M
1.14%
Sole
8.11K
Shared
0.00
None
0.00
BOEING CO
SOLEShares17.88K
TypeSH
Market value$3.86M
1.12%
Sole
17.88K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 156.04K | SH | $39.73M 11.51% | 156.04K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 59.30K | SH | $30.71M 8.90% | 59.30K | 0.00 | 0.00 |
PROCTER AND GAMBLE COSOLE | COM | 134.07K | SH | $20.60M 5.97% | 134.07K | 0.00 | 0.00 |
NETFLIX INCSOLE | COM | 16.82K | SH | $20.16M 5.84% | 16.82K | 0.00 | 0.00 |
NOVO-NORDISK A SSOLE | ADR | 255.02K | SH | $14.15M 4.10% | 255.02K | 0.00 | 0.00 |
MERCADOLIBRE INCSOLE | COM | 4.42K | SH | $10.34M 3.00% | 4.42K | 0.00 | 0.00 |
ALPHABET INC CL CSOLE | COM | 40.42K | SH | $9.85M 2.85% | 40.42K | 0.00 | 0.00 |
COSTCO WHSL CORPSOLE | COM | 10.61K | SH | $9.82M 2.85% | 10.61K | 0.00 | 0.00 |
CATERPILLAR INCSOLE | COM | 20.57K | SH | $9.81M 2.84% | 20.57K | 0.00 | 0.00 |
ALIBABA GROUP HLDG LTDSOLE | ADR | 54.39K | SH | $9.72M 2.82% | 54.39K | 0.00 | 0.00 |
FORTINET INCSOLE | COM | 104.97K | SH | $8.83M 2.56% | 104.97K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC CL BSOLE | COM | 16.77K | SH | $8.43M 2.44% | 16.77K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 25.07K | SH | $8.27M 2.40% | 25.07K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 41.60K | SH | $7.76M 2.25% | 41.60K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | ADR | 26.33K | SH | $7.35M 2.13% | 26.33K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 32.69K | SH | $7.18M 2.08% | 32.69K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 62.93K | SH | $7.10M 2.06% | 62.93K | 0.00 | 0.00 |
CELSIUS HLDGS INCSOLE | COM | 119.36K | SH | $6.86M 1.99% | 119.36K | 0.00 | 0.00 |
EQUIFAX INCSOLE | COM | 23.50K | SH | $6.03M 1.75% | 23.50K | 0.00 | 0.00 |
VERTEX PHARMACEUTICALS INCSOLE | COM | 14.18K | SH | $5.56M 1.61% | 14.18K | 0.00 | 0.00 |
JD.COM INC CL ASOLE | ADR | 147.65K | SH | $5.16M 1.50% | 147.65K | 0.00 | 0.00 |
MONSTER BEVERAGE CORPSOLE | COM | 72.48K | SH | $4.88M 1.41% | 72.48K | 0.00 | 0.00 |
AMERICAN TOWER CORPSOLE | COM | 24.75K | SH | $4.76M 1.38% | 24.75K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 8.11K | SH | $3.93M 1.14% | 8.11K | 0.00 | 0.00 |
BOEING COSOLE | COM | 17.88K | SH | $3.86M 1.12% | 17.88K | 0.00 | 0.00 |
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