0001768089-23-000002.txt : 20230509 0001768089-23-000002.hdr.sgml : 20230509 20230508194132 ACCESSION NUMBER: 0001768089-23-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230509 DATE AS OF CHANGE: 20230508 EFFECTIVENESS DATE: 20230509 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Knuff & Co LLC CENTRAL INDEX KEY: 0001768089 IRS NUMBER: 831378167 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19363 FILM NUMBER: 23899541 BUSINESS ADDRESS: STREET 1: 950 TOWER LANE, SUITE 1525 CITY: FOSTER CITY STATE: CA ZIP: 94404 BUSINESS PHONE: 650-832-9010 MAIL ADDRESS: STREET 1: 950 TOWER LANE, SUITE 1525 CITY: FOSTER CITY STATE: CA ZIP: 94404 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001768089 XXXXXXXX 03-31-2023 03-31-2023 Knuff & Co LLC

950 TOWER LANE, SUITE 1525 FOSTER CITY CA 94404

13F HOLDINGS REPORT 028-19363 N William G Knuff III 650-832-9010 William G Knuff III Foster City CA 05-08-2023 0 129 252615503 false INFORMATION TABLE 2 KnuffCo13f_Q12023.xml ABBOTT LABS COM 002824100 1098874 10852 SH SOLE 10852 0 0 ABBVIE INC COM 00287Y109 1398472 8775 SH SOLE 8775 0 0 ACCENTURE PLC CLASS A COM G1151C101 54304 190 SH SOLE 190 0 0 ADOBE SYSTEMS INCORPORATED COM 00724F101 433156 1124 SH SOLE 1124 0 0 AFLAC INC COM 001055102 1685585 26125 SH SOLE 26125 0 0 AGILENT TECHNOLOGIES INC COM 00846U101 84387 610 SH SOLE 610 0 0 AIR PRODS & CHEMS INC COM 009158106 172326 600 SH SOLE 600 0 0 ALBEMARLE CORP COM 012653101 6158395 27861 SH SOLE 27861 0 0 ALIBABA GROUP HLDG LTD ADR 01609W102 274660 2688 SH SOLE 2688 0 0 ALPHABET INC CL A COM 02079K305 1204928 11616 SH SOLE 11616 0 0 ALPHABET INC CL C COM 02079K107 5186480 49870 SH SOLE 49870 0 0 AMAZON COM INC COM 023135106 4218260 40839 SH SOLE 40839 0 0 AMERICAN EXPRESS CO COM 025816109 1625582 9855 SH SOLE 9855 0 0 AMERICAN TOWER CORP COM 03027X100 5039229 24661 SH SOLE 24661 0 0 AMERICAN WTR WKS CO INC COM 030420103 838655 5725 SH SOLE 5725 0 0 AMGEN INC COM 031162100 48350 200 SH SOLE 200 0 0 APPLE INC COM 037833100 26832693 162721 SH SOLE 162721 0 0 AUTOMATIC DATA PROCESSING INC COM 053015103 91946 413 SH SOLE 413 0 0 AVERY DENNISON CORP COM 053611109 44911 251 SH SOLE 251 0 0 BANK AMERICA CORP COM 060505104 101530 3550 SH SOLE 3550 0 0 BERKSHIRE HATHAWAY INC CL B COM 084670702 4740237 15352 SH SOLE 15352 0 0 BHP GROUP LTD ADR 088606108 64044 1010 SH SOLE 1010 0 0 BLACKROCK INC COM 09247X101 18066 27 SH SOLE 27 0 0 BLACKSTONE INC COM 09260D107 26352 300 SH SOLE 300 0 0 BOEING CO COM 097023105 3884283 18285 SH SOLE 18285 0 0 BRISTOL-MYERS SQUIBB CO COM 110122108 1233233 17793 SH SOLE 17793 0 0 BROADCOM INC COM 11135F101 1588453 2476 SH SOLE 2476 0 0 BURFORD CAPITAL LTD COM G17977110 126947 11478 SH SOLE 11478 0 0 CANADIAN PACIFIC KANSAS CITY COM 13646K108 44317 576 SH SOLE 576 0 0 CATERPILLAR INC COM 149123101 4916856 21486 SH SOLE 21486 0 0 CHEVRON CORP COM 166764100 2031179 12449 SH SOLE 12449 0 0 CHIPOTLE MEXICAN GRILL INC COM 169656105 160579 94 SH SOLE 94 0 0 CISCO SYS INC COM 17275R102 70101 1341 SH SOLE 1341 0 0 CLOUDFLARE INC CL A COM 18915M107 1098535 17816 SH SOLE 17816 0 0 COCA COLA CO COM 191216100 1348532 21740 SH SOLE 21740 0 0 COHERENT CORP COM 19247G107 324518 8522 SH SOLE 8522 0 0 COLGATE PALMOLIVE CO COM 194162103 1563496 20805 SH SOLE 20805 0 0 CONSTELLATION BRANDS INC CL A COM 21036P108 246672 1092 SH SOLE 1092 0 0 COSTCO WHSL CORP COM 22160K105 5438242 10945 SH SOLE 10945 0 0 CUMMINS INC COM 231021106 292150 1223 SH SOLE 1223 0 0 CVS HEALTH CORP COM 126650100 54172 729 SH SOLE 729 0 0 DANAHER CORPORATION COM 235851102 1888536 7493 SH SOLE 7493 0 0 DEERE & CO COM 244199105 4017735 9731 SH SOLE 9731 0 0 DEXCOM INC COM 252131107 4031678 34702 SH SOLE 34702 0 0 DIAGEO PLC ADR 25243Q205 201653 1113 SH SOLE 1113 0 0 DISNEY WALT CO COM 254687106 2198154 21953 SH SOLE 21953 0 0 DUKE ENERGY CORP COM 26441C204 151168 1567 SH SOLE 1567 0 0 EBAY INC. COM 278642103 272166 6134 SH SOLE 6134 0 0 EQUIFAX INC COM 294429105 5780940 28500 SH SOLE 28500 0 0 ETSY INC COM 29786A106 487625 4380 SH SOLE 4380 0 0 EVERSOURCE ENERGY COM 30040W108 413448 5283 SH SOLE 5283 0 0 EXXON MOBIL CORP COM 30231G102 7530901 68675 SH SOLE 68675 0 0 FIDELITY NATL INFORMATION SVCS COM 31620M106 827609 15233 SH SOLE 15233 0 0 FISKER INC CL A COM 33813J106 24560 4000 SH SOLE 4000 0 0 FORTINET INC COM 34959E109 7908408 118995 SH SOLE 118995 0 0 FORTUNE BRANDS INNOVATIONS INC COM 34964C106 430021 7322 SH SOLE 7322 0 0 GARRETT MOTION INC COM 366505105 210918 27535 SH SOLE 27535 0 0 GE HEALTHCARE TECHNOLOGIES INC COM 36266G107 303347 3698 SH SOLE 3698 0 0 GENERAL ELECTRIC CO COM 369604301 1061160 11100 SH SOLE 11100 0 0 GILEAD SCIENCES INC COM 375558103 1963983 23671 SH SOLE 23671 0 0 GOLDMAN SACHS GROUP INC COM 38141G104 1051332 3214 SH SOLE 3214 0 0 HEALTH CARE SELECT SECTOR SPDR FUND ETF 81369Y209 64730 500 SH SOLE 500 0 0 HOME DEPOT INC COM 437076102 2608566 8839 SH SOLE 8839 0 0 HONEYWELL INTL INC COM 438516106 30961 162 SH SOLE 162 0 0 ILLINOIS TOOL WKS INC COM 452308109 38952 160 SH SOLE 160 0 0 INMODE LTD COM M5425M103 1438647 45014 SH SOLE 45014 0 0 INTEL CORP COM 458140100 788752 24143 SH SOLE 24143 0 0 ISHARES CORE S&P 500 ETF ETF 464287200 41108 100 SH SOLE 100 0 0 ISHARES CORE U.S. AGGREGATE BOND ETF ETF 464287226 458344 4600 SH SOLE 4600 0 0 ISHARES S&P 500 VALUE ETF ETF 464287408 46439 306 SH SOLE 306 0 0 ISHARES U.S. OIL & GAS EXPLORATION & PRODUCTION ETF ETF 464288851 540089 6294 SH SOLE 6294 0 0 JOHNSON & JOHNSON COM 478160104 2797585 18049 SH SOLE 18049 0 0 JPMORGAN CHASE & CO COM 46625H100 260881 2002 SH SOLE 2002 0 0 KINDER MORGAN INC COM 49456B101 117142 6690 SH SOLE 6690 0 0 LILLY ELI & CO COM 532457108 222193 647 SH SOLE 647 0 0 LINDE PLC COM G54950103 35544 100 SH SOLE 100 0 0 LOWES COS INC COM 548661107 189772 949 SH SOLE 949 0 0 MASTERBRAND INC COM 57638P104 16080 2000 SH SOLE 2000 0 0 MASTERCARD INCORPORATED CL A COM 57636Q104 632333 1740 SH SOLE 1740 0 0 MERCADOLIBRE INC COM 58733R102 4647480 3526 SH SOLE 3526 0 0 MERCK & CO INC COM 58933Y105 1294766 12170 SH SOLE 12170 0 0 MICROCHIP TECHNOLOGY INC. COM 595017104 2968493 35432 SH SOLE 35432 0 0 MICROSOFT CORP COM 594918104 17041894 59112 SH SOLE 59112 0 0 MODERNA INC COM 60770K107 2596577 16907 SH SOLE 16907 0 0 MONDELEZ INTL INC CL A COM 609207105 122010 1750 SH SOLE 1750 0 0 MONSTER BEVERAGE CORP COM 61174X109 3977296 73640 SH SOLE 73640 0 0 MORGAN STANLEY COM 617446448 66728 760 SH SOLE 760 0 0 NEOGEN CORP COM 640491106 10019 541 SH SOLE 541 0 0 NETFLIX INC COM 64110L106 6866760 19876 SH SOLE 19876 0 0 NEXTERA ENERGY INC COM 65339F101 3256784 42252 SH SOLE 42252 0 0 NIKE INC CL B COM 654106103 3418835 27877 SH SOLE 27877 0 0 NVIDIA CORPORATION COM 67066G104 1414683 5093 SH SOLE 5093 0 0 OKTA INC CL A COM 679295105 136660 2000 SH SOLE 2000 0 0 ORACLE CORP COM 68389X105 766776 8252 SH SOLE 8252 0 0 PAYPAL HLDGS INC COM 70450Y103 3433323 45211 SH SOLE 45211 0 0 PEPSICO INC COM 713448108 1484834 8145 SH SOLE 8145 0 0 PFIZER INC COM 717081103 2729071 66889 SH SOLE 66889 0 0 PIONEER NAT RES CO COM 723787107 705445 3454 SH SOLE 3454 0 0 PROCTER AND GAMBLE CO COM 742718109 22241496 149583 SH SOLE 149583 0 0 PROGRESSIVE CORP COM 743315103 259797 1816 SH SOLE 1816 0 0 PROLOGIS INC. COM 74340W103 99816 800 SH SOLE 800 0 0 QUALCOMM INC COM 747525103 1906938 14947 SH SOLE 14947 0 0 ROCKWELL AUTOMATION INC COM 773903109 29345 100 SH SOLE 100 0 0 SALESFORCE INC COM 79466L302 537408 2690 SH SOLE 2690 0 0 SCHLUMBERGER LTD COM 806857108 58184 1185 SH SOLE 1185 0 0 SERVICENOW INC COM 81762P102 197506 425 SH SOLE 425 0 0 SKYWORKS SOLUTIONS INC COM 83088M102 3125880 26495 SH SOLE 26495 0 0 SMUCKER J M CO COM 832696405 152964 972 SH SOLE 972 0 0 SPDR GOLD SHARES ETF 78463V107 183220 1000 SH SOLE 1000 0 0 STANLEY BLACK & DECKER INC COM 854502101 2015 25 SH SOLE 25 0 0 STARBUCKS CORP COM 855244109 838559 8053 SH SOLE 8053 0 0 TAIWAN SEMICONDUCTOR MFG LTD ADR 874039100 2491448 26784 SH SOLE 26784 0 0 TARGET CORP COM 87612E106 49689 300 SH SOLE 300 0 0 TECHNOLOGY SELECT SECTOR SPDR FUND ETF 81369Y803 75505 500 SH SOLE 500 0 0 TEXAS INSTRS INC COM 882508104 639502 3438 SH SOLE 3438 0 0 THE TRADE DESK INC CL A COM 88339J105 8854426 145369 SH SOLE 145369 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 6710676 11643 SH SOLE 11643 0 0 TJX COS INC COM 872540109 50464 644 SH SOLE 644 0 0 TRIMBLE INC COM 896239100 104840 2000 SH SOLE 2000 0 0 UNION PAC CORP COM 907818108 740436 3679 SH SOLE 3679 0 0 UNITED PARCEL SERVICE INC CL B COM 911312106 2564160 13218 SH SOLE 13218 0 0 UNITEDHEALTH GROUP INC COM 91324P102 5198 11 SH SOLE 11 0 0 V F CORP COM 918204108 379183 16551 SH SOLE 16551 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 178544 4591 SH SOLE 4591 0 0 VERTEX PHARMACEUTICALS INC COM 92532F100 4719749 14980 SH SOLE 14980 0 0 VISA INC CL A COM 92826C839 675253 2995 SH SOLE 2995 0 0 WASTE MGMT INC COM 94106L109 203963 1250 SH SOLE 1250 0 0 WELLS FARGO CO COM 949746101 497304 13304 SH SOLE 13304 0 0 ZOETIS INC CL A COM 98978V103 156454 940 SH SOLE 940 0 0