Filed: 2/4/2026ACC: 0001768089-26-000001
📋 What this filing means
KNUFF & CO LLC filed this quarterly 13F‑HR report disclosing 129 equity positions with a total reported market value of $339.28M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
129
Positions
$339.28M
Total AUM (reported)
2.08M
Total Shares
Allocation by class
COM$310.33M91.5%
ADR$25.91M7.6%
ETF$3.03M0.9%
Portfolio Concentration
Top 3$91.13M26.9%
4–10$78.57M23.2%
11–25$99.02M29.2%
Rest$70.55M20.8%
Top 3 weight
26.9%
Top 10 weight
50.0%
Voting Authority Distribution
Total shares with voting rights: 2.08M
Sole
Full voting authority
2.08M
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)
Sole129
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings129
Rows:
APPLE INC
SOLEShares158.84K
TypeSH
Market value$43.18M
12.73%
Sole
158.84K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares59.61K
TypeSH
Market value$28.83M
8.50%
Sole
59.61K
Shared
0.00
None
0.00
PROCTER AND GAMBLE CO
SOLEShares133.45K
TypeSH
Market value$19.12M
5.64%
Sole
133.45K
Shared
0.00
None
0.00
NETFLIX INC
SOLEShares166.33K
TypeSH
Market value$15.59M
4.60%
Sole
166.33K
Shared
0.00
None
0.00
ALPHABET INC CL C
SOLEShares40.47K
TypeSH
Market value$12.70M
3.74%
Sole
40.47K
Shared
0.00
None
0.00
CATERPILLAR INC
SOLEShares20.57K
TypeSH
Market value$11.78M
3.47%
Sole
20.57K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares45.82K
TypeSH
Market value$10.58M
3.12%
Sole
45.82K
Shared
0.00
None
0.00
MERCADOLIBRE INC
SOLEShares4.98K
TypeSH
Market value$10.02M
2.95%
Sole
4.98K
Shared
0.00
None
0.00
COSTCO WHSL CORP
SOLEShares10.62K
TypeSH
Market value$9.15M
2.70%
Sole
10.62K
Shared
0.00
None
0.00
NOVO-NORDISK A S
SOLEShares171.75K
TypeSH
Market value$8.74M
2.58%
Sole
171.75K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares25.12K
TypeSH
Market value$8.70M
2.56%
Sole
25.12K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC CL B
SOLEShares16.91K
TypeSH
Market value$8.50M
2.51%
Sole
16.91K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares27.73K
TypeSH
Market value$8.43M
2.48%
Sole
27.73K
Shared
0.00
None
0.00
FORTINET INC
SOLEShares105.30K
TypeSH
Market value$8.33M
2.46%
Sole
105.30K
Shared
0.00
None
0.00
ALIBABA GROUP HLDG LTD
SOLEShares56.80K
TypeSH
Market value$8.33M
2.45%
Sole
56.80K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares41.17K
TypeSH
Market value$7.68M
2.26%
Sole
41.17K
Shared
0.00
None
0.00
EXXON MOBIL CORP
SOLEShares62.92K
TypeSH
Market value$7.57M
2.23%
Sole
62.92K
Shared
0.00
None
0.00
VERTEX PHARMACEUTICALS INC
SOLEShares14.20K
TypeSH
Market value$6.44M
1.90%
Sole
14.20K
Shared
0.00
None
0.00
MONGODB INC CL A
SOLEShares14.17K
TypeSH
Market value$5.95M
1.75%
Sole
14.17K
Shared
0.00
None
0.00
CELSIUS HLDGS INC
SOLEShares127.88K
TypeSH
Market value$5.85M
1.72%
Sole
127.88K
Shared
0.00
None
0.00
MONSTER BEVERAGE CORP
SOLEShares72.48K
TypeSH
Market value$5.56M
1.64%
Sole
72.48K
Shared
0.00
None
0.00
EQUIFAX INC
SOLEShares23.50K
TypeSH
Market value$5.10M
1.50%
Sole
23.50K
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares8.14K
TypeSH
Market value$4.72M
1.39%
Sole
8.14K
Shared
0.00
None
0.00
ALPHABET INC CL A
SOLEShares12.66K
TypeSH
Market value$3.96M
1.17%
Sole
12.66K
Shared
0.00
None
0.00
BOEING CO
SOLEShares18.06K
TypeSH
Market value$3.92M
1.16%
Sole
18.06K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 158.84K | SH | $43.18M 12.73% | 158.84K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 59.61K | SH | $28.83M 8.50% | 59.61K | 0.00 | 0.00 |
PROCTER AND GAMBLE COSOLE | COM | 133.45K | SH | $19.12M 5.64% | 133.45K | 0.00 | 0.00 |
NETFLIX INCSOLE | COM | 166.33K | SH | $15.59M 4.60% | 166.33K | 0.00 | 0.00 |
ALPHABET INC CL CSOLE | COM | 40.47K | SH | $12.70M 3.74% | 40.47K | 0.00 | 0.00 |
CATERPILLAR INCSOLE | COM | 20.57K | SH | $11.78M 3.47% | 20.57K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 45.82K | SH | $10.58M 3.12% | 45.82K | 0.00 | 0.00 |
MERCADOLIBRE INCSOLE | COM | 4.98K | SH | $10.02M 2.95% | 4.98K | 0.00 | 0.00 |
COSTCO WHSL CORPSOLE | COM | 10.62K | SH | $9.15M 2.70% | 10.62K | 0.00 | 0.00 |
NOVO-NORDISK A SSOLE | ADR | 171.75K | SH | $8.74M 2.58% | 171.75K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 25.12K | SH | $8.70M 2.56% | 25.12K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC CL BSOLE | COM | 16.91K | SH | $8.50M 2.51% | 16.91K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | ADR | 27.73K | SH | $8.43M 2.48% | 27.73K | 0.00 | 0.00 |
FORTINET INCSOLE | COM | 105.30K | SH | $8.33M 2.46% | 105.30K | 0.00 | 0.00 |
ALIBABA GROUP HLDG LTDSOLE | ADR | 56.80K | SH | $8.33M 2.45% | 56.80K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 41.17K | SH | $7.68M 2.26% | 41.17K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 62.92K | SH | $7.57M 2.23% | 62.92K | 0.00 | 0.00 |
VERTEX PHARMACEUTICALS INCSOLE | COM | 14.20K | SH | $6.44M 1.90% | 14.20K | 0.00 | 0.00 |
MONGODB INC CL ASOLE | COM | 14.17K | SH | $5.95M 1.75% | 14.17K | 0.00 | 0.00 |
CELSIUS HLDGS INCSOLE | COM | 127.88K | SH | $5.85M 1.72% | 127.88K | 0.00 | 0.00 |
MONSTER BEVERAGE CORPSOLE | COM | 72.48K | SH | $5.56M 1.64% | 72.48K | 0.00 | 0.00 |
EQUIFAX INCSOLE | COM | 23.50K | SH | $5.10M 1.50% | 23.50K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 8.14K | SH | $4.72M 1.39% | 8.14K | 0.00 | 0.00 |
ALPHABET INC CL ASOLE | COM | 12.66K | SH | $3.96M 1.17% | 12.66K | 0.00 | 0.00 |
BOEING COSOLE | COM | 18.06K | SH | $3.92M 1.16% | 18.06K | 0.00 | 0.00 |
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