Filed: 5/11/2026ACC: 0001768089-26-000002
📋 What this filing means
KNUFF & CO LLC filed this quarterly 13F‑HR report disclosing 134 equity positions with a total reported market value of $331.86M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
134
Positions
$331.86M
Total AUM (reported)
2.22M
Total Shares
Allocation by class
COM$299.46M90.2%
ADR$28.63M8.6%
ETF$3.77M1.1%
Portfolio Concentration
Top 3$81.05M24.4%
4–10$86.58M26.1%
11–25$89.93M27.1%
Rest$74.29M22.4%
Top 3 weight
24.4%
Top 10 weight
50.5%
Voting Authority Distribution
Total shares with voting rights: 2.22M
Sole
Full voting authority
2.22M
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)
Sole134
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings134
Rows:
APPLE INC
SOLEShares157.49K
TypeSH
Market value$39.97M
12.04%
Sole
157.49K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares59.86K
TypeSH
Market value$22.16M
6.68%
Sole
59.86K
Shared
0.00
None
0.00
PROCTER & GAMBLE CO
SOLEShares131.03K
TypeSH
Market value$18.93M
5.70%
Sole
131.03K
Shared
0.00
None
0.00
NETFLIX INC.
SOLEShares173.50K
TypeSH
Market value$16.68M
5.03%
Sole
173.50K
Shared
0.00
None
0.00
CATERPILLAR INC
SOLEShares20.78K
TypeSH
Market value$14.72M
4.44%
Sole
20.78K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares36.86K
TypeSH
Market value$12.46M
3.75%
Sole
36.86K
Shared
0.00
None
0.00
ALPHABET INC CL C
SOLEShares40.80K
TypeSH
Market value$11.70M
3.53%
Sole
40.80K
Shared
0.00
None
0.00
EXXON MOBIL CORP
SOLEShares62.87K
TypeSH
Market value$10.67M
3.21%
Sole
62.87K
Shared
0.00
None
0.00
COSTCO WHOLESALE CORPORATION
SOLEShares10.52K
TypeSH
Market value$10.49M
3.16%
Sole
10.52K
Shared
0.00
None
0.00
MERCADOLIBRE INC
SOLEShares5.70K
TypeSH
Market value$9.86M
2.97%
Sole
5.70K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares42.11K
TypeSH
Market value$8.77M
2.64%
Sole
42.11K
Shared
0.00
None
0.00
NOVO-NORDISK A S
SOLEShares235.23K
TypeSH
Market value$8.64M
2.60%
Sole
235.23K
Shared
0.00
None
0.00
FORTINET INC
SOLEShares103.97K
TypeSH
Market value$8.50M
2.56%
Sole
103.97K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares24.56K
TypeSH
Market value$7.60M
2.29%
Sole
24.56K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares40.41K
TypeSH
Market value$7.05M
2.12%
Sole
40.41K
Shared
0.00
None
0.00
ALIBABA GROUP HLDG LTD
SOLEShares56.14K
TypeSH
Market value$7.04M
2.12%
Sole
56.14K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC CL B
SOLEShares14.37K
TypeSH
Market value$6.88M
2.07%
Sole
14.37K
Shared
0.00
None
0.00
VERTEX PHARMACEUTICALS INC
SOLEShares13.98K
TypeSH
Market value$6.24M
1.88%
Sole
13.98K
Shared
0.00
None
0.00
MONSTER BEVERAGE CORP
SOLEShares74.08K
TypeSH
Market value$5.37M
1.62%
Sole
74.08K
Shared
0.00
None
0.00
SERVICENOW INC
SOLEShares40.51K
TypeSH
Market value$4.24M
1.28%
Sole
40.51K
Shared
0.00
None
0.00
EQUIFAX INC
SOLEShares23K
TypeSH
Market value$4.14M
1.25%
Sole
23K
Shared
0.00
None
0.00
CELSIUS HLDGS INC
SOLEShares115.07K
TypeSH
Market value$4.08M
1.23%
Sole
115.07K
Shared
0.00
None
0.00
ALPHABET INC CL A
SOLEShares13.36K
TypeSH
Market value$3.84M
1.16%
Sole
13.36K
Shared
0.00
None
0.00
ALBEMARLE CORP
SOLEShares21K
TypeSH
Market value$3.77M
1.14%
Sole
21K
Shared
0.00
None
0.00
MONGODB INC CL A
SOLEShares15.36K
TypeSH
Market value$3.76M
1.13%
Sole
15.36K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 157.49K | SH | $39.97M 12.04% | 157.49K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 59.86K | SH | $22.16M 6.68% | 59.86K | 0.00 | 0.00 |
PROCTER & GAMBLE COSOLE | COM | 131.03K | SH | $18.93M 5.70% | 131.03K | 0.00 | 0.00 |
NETFLIX INC.SOLE | COM | 173.50K | SH | $16.68M 5.03% | 173.50K | 0.00 | 0.00 |
CATERPILLAR INCSOLE | COM | 20.78K | SH | $14.72M 4.44% | 20.78K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | ADR | 36.86K | SH | $12.46M 3.75% | 36.86K | 0.00 | 0.00 |
ALPHABET INC CL CSOLE | COM | 40.80K | SH | $11.70M 3.53% | 40.80K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 62.87K | SH | $10.67M 3.21% | 62.87K | 0.00 | 0.00 |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 10.52K | SH | $10.49M 3.16% | 10.52K | 0.00 | 0.00 |
MERCADOLIBRE INCSOLE | COM | 5.70K | SH | $9.86M 2.97% | 5.70K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 42.11K | SH | $8.77M 2.64% | 42.11K | 0.00 | 0.00 |
NOVO-NORDISK A SSOLE | ADR | 235.23K | SH | $8.64M 2.60% | 235.23K | 0.00 | 0.00 |
FORTINET INCSOLE | COM | 103.97K | SH | $8.50M 2.56% | 103.97K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 24.56K | SH | $7.60M 2.29% | 24.56K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 40.41K | SH | $7.05M 2.12% | 40.41K | 0.00 | 0.00 |
ALIBABA GROUP HLDG LTDSOLE | ADR | 56.14K | SH | $7.04M 2.12% | 56.14K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC CL BSOLE | COM | 14.37K | SH | $6.88M 2.07% | 14.37K | 0.00 | 0.00 |
VERTEX PHARMACEUTICALS INCSOLE | COM | 13.98K | SH | $6.24M 1.88% | 13.98K | 0.00 | 0.00 |
MONSTER BEVERAGE CORPSOLE | COM | 74.08K | SH | $5.37M 1.62% | 74.08K | 0.00 | 0.00 |
SERVICENOW INCSOLE | COM | 40.51K | SH | $4.24M 1.28% | 40.51K | 0.00 | 0.00 |
EQUIFAX INCSOLE | COM | 23K | SH | $4.14M 1.25% | 23K | 0.00 | 0.00 |
CELSIUS HLDGS INCSOLE | COM | 115.07K | SH | $4.08M 1.23% | 115.07K | 0.00 | 0.00 |
ALPHABET INC CL ASOLE | COM | 13.36K | SH | $3.84M 1.16% | 13.36K | 0.00 | 0.00 |
ALBEMARLE CORPSOLE | COM | 21K | SH | $3.77M 1.14% | 21K | 0.00 | 0.00 |
MONGODB INC CL ASOLE | COM | 15.36K | SH | $3.76M 1.13% | 15.36K | 0.00 | 0.00 |
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