Knuff & CO LLC Reduced Holdings in Q2 2025

Knuff & CO LLC

  • $315 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-6.41K
- 4.18%
$172.42 - $223.89 $1.1M - $1.43M
147K $30.1M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-3.56K
- 34.8%
$390.26 - $489.06 $1.39M - $1.74M
6.67K $2.7M
PG
Procter & Gamble CO

Consumer Defensive
-552
- 0.41%
$157.66 - $172.39 $87K - $95.2K
134K $21.3M
CVX
Chevron Corp

Energy
-4.42K
- 23.25%
$133.73 - $168.51 $591K - $745K
14.6K $2.09M
XOM
Exxon Mobil Corp

Energy
-2.05K
- 3.15%
$99.93 - $119.04 $205K - $244K
63K $6.79M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-60
- 0.37%
$483.48 - $539.8 $29K - $32.4K
16.3K $7.94M
ALB
Albemarle Corp

Basic Materials
-6.58K
- 23.86%
$50.76 - $72.25 $334K - $475K
21K $1.32M
NKE
Nike, Inc.

Consumer Cyclical
-10.3K
- 70.87%
$53.27 - $72.04 $547K - $740K
4.23K $300K
LLY
Eli Lilly & CO

Healthcare
-443
- 40.46%
$713.71 - $898.95 $316K - $398K
652 $508K
MA
Mastercard Inc

Financial Services
-651
- 30.46%
$479.92 - $590.74 $312K - $385K
1.49K $835K
NEE
Nextera Energy Inc

Utilities
-3.51K
- 8.99%
$64.11 - $75.0 $225K - $263K
35.5K $2.46M
ABBV
Abb Vie Inc.

Healthcare
-314
- 3.98%
$170.16 - $206.27 $53.4K - $64.8K
7.58K $1.41M
EFX
Equifax Inc

Industrials
-2.5K
- 9.62%
$205.5 - $280.54 $514K - $701K
23.5K $6.1M
IVV
Ishares Core S&P 500 ETF

ETFs
-400
- 80.0%
$498.8 - $620.9 $200K - $248K
100 $62K
IWR
Ishares Russell Mid Cap ETF

ETFs
-3.2K
- 19.21%
$74.88 - $91.97 $239K - $294K
13.4K $1.24M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-4K
- 47.76%
$45.98 - $56.15 $184K - $225K
4.38K $245K
MRK
Merck & Co., Inc.

Healthcare
-417
- 3.44%
$73.47 - $87.12 $30.6K - $36.3K
11.7K $925K
AFL
Aflac Inc

Financial Services
-100
- 0.39%
$99.77 - $112.45 $9.98K - $11.2K
25.3K $2.67M
V
Visa Inc.

Financial Services
-460
- 8.13%
$308.27 - $373.31 $142K - $172K
5.2K $1.85M
UBER
Uber Technologies, Inc

Technology
-2K
- 40.0%
$64.62 - $93.3 $129K - $187K
3K $279K
DHR
Danaher Corp

Healthcare
-135
- 2.15%
$174.64 - $205.16 $23.6K - $27.7K
6.14K $1.21M
ADBE
Adobe Inc.

Technology
-191
- 20.85%
$340.0 - $420.68 $64.9K - $80.3K
725 $280K
UNP
Union Pacific Corp

Industrials
-184
- 4.79%
$208.27 - $238.46 $38.3K - $43.9K
3.66K $842K
VEA
Vanguard Ftse Developed Market

ETFs
-1K
- 63.05%
$45.65 - $57.01 $45.7K - $57K
586 $33K
TXN
Texas Instruments Inc

Technology
-200
- 22.22%
N/A
700 $136K
IEFA
Ishares Tr

ETFs
-731
- 20.72%
$67.83 - $84.09 $49.6K - $61.5K
2.8K $233K
LOW
Lowes Companies Inc

Consumer Cyclical
-36
- 3.65%
$210.83 - $235.28 $7.59K - $8.47K
949 $210K
PHM
Pultegroup Inc

Consumer Cyclical
-322
- 5.56%
$92.02 - $106.54 $29.6K - $34.3K
5.47K $576K
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
-117
- 38.36%
$140.84 - $163.09 $16.5K - $19.1K
188 $30K
HD
Home Depot, Inc.

Consumer Cyclical
-41
- 0.47%
$335.24 - $380.78 $13.7K - $15.6K
8.73K $3.2M
MPWR
Monolithic Power Systems Inc

Technology
-152
- 22.79%
$455.19 - $737.73 $69.2K - $112K
515 $376K
ACN
Accenture PLC

Technology
-22
- 13.02%
$279.23 - $323.21 $6.14K - $7.11K
147 $43K
FBHS
Fortune Brands Home & Security, Inc.

Industrials
-80
- 1.48%
N/A
5.32K $344K
HON
Honeywell International Inc

Industrials
-30
- 15.63%
$182.86 - $232.88 $5.49K - $6.99K
162 $37K
Veralto Corp
-175
- 3.21%
N/A
5.28K $0
Siriusxm Holdings Inc
-36.1K
- 73.08%
N/A
13.3K $0
Ge Healthcare Technologies Inc
-5.47K
- 53.18%
N/A
4.81K $0
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-36
- 9.02%
$456.74 - $568.03 $16.4K - $20.4K
363 $206K
CRM
Salesforce, Inc.

Technology
-25
- 0.85%
$236.26 - $291.15 $5.91K - $7.28K
2.91K $793K
SCHV
Schwab Strategic Tr Us Large C

ETFs
-984
- 2.36%
$23.55 - $27.67 $23.2K - $27.2K
40.6K $1.12M
QCOM
Qualcomm Inc

Technology
-94
- 1.17%
$124.66 - $159.48 $11.7K - $15K
7.94K $1.27M
MNST
Monster Beverage Corp

Consumer Defensive
-1.83K
- 2.23%
$55.01 - $64.24 $100K - $117K
80.2K $5.02M
DIS
Walt Disney CO

Communication Services
-1.03K
- 7.32%
$81.72 - $124.01 $84.3K - $128K
13.1K $1.62M
AMZN
Amazon Com Inc

Consumer Cyclical
-2.98K
- 8.41%
$167.32 - $223.3 $498K - $665K
32.4K $7.11M
GOOG
Alphabet Inc.

Communication Services
-2.38K
- 5.61%
$146.58 - $180.01 $349K - $428K
40.1K $7.1M
GE
General Electric CO

Industrials
-250
- 2.44%
$166.81 - $257.39 $41.7K - $64.3K
10K $2.57M
MCHP
Microchip Technology Inc

Technology
-1.06K
- 2.83%
$35.34 - $71.6 $37.5K - $75.9K
36.4K $2.56M
FTNT
Fortinet, Inc.

Technology
-1.19K
- 1.09%
$84.71 - $108.69 $101K - $129K
108K $11.4M
CAT
Caterpillar Inc

Industrials
-500
- 2.37%
$273.94 - $388.21 $137K - $194K
20.6K $7.99M
Activity Summary
Buys All Purchases 34 New Holdings 8 Increased Positions 26 Sells All Sells 54 Reductions 54 Sold out 0 Options Calls 2 Puts 0
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