IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Knuff & Co LLC

Q2 2026 Holdings

Filed 2026-08-10 | 142 holdings | $394.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Vanguard Morningstar Value(VTV)ETF922908744$26.8K1230.0%
Intel Corp(INTC)COM458140100$29.0K2080.0%
Xtrackers Harvest CSI 300 China A-Shares(ASHR)ETF233051879$29.7K8090.0%
Sprott Uranium Miners(URNM)ETF85208P303$29.8K5670.0%
Evergy Inc(EVRG)COM30034W106$30.3K3500.0%
Xtrackers Msci Eafe High Dividend Yield Equity(HDEF)ETF233051630$33.1K1,0300.0%
Ishares Core S&P 500(IVV)ETF464287200$37.4K500.0%
State Street Spdr Portfolio Developed World Ex-US(SPDW)ETF78463X889$38.6K7670.0%
State Street Health Care Select Sector Spdr(XLV)ETF81369Y209$39.7K2500.0%
Ishares S&P 500 Value(IVE)ETF464287408$39.7K1750.0%
Public Storage(PSA)COM74460D109$46.5K1460.0%
Invesco Rafi Strategic US(IUS)ETF46138J742$47.4K7230.0%
Canadian Pacific Kansas City(CP)COM13646K108$49.9K5760.0%
Energy Fuels Inc(UUUU)COM292671708$54.4K3,7500.0%
Franklin International Core Dividend Tilt(DIVI)ETF35473P108$61.0K1,4280.0%
Invesco S&P 500 Equal Weight(RSP)ETF46137V357$63.8K3000.0%
Mcdonalds Corp(MCD)COM580135101$67.6K2500.0%
Ishares Gold Trust(IAU)ETF464285204$68.0K9000.0%
Salesforce Inc(CRM)COM79466L302$68.9K4400.0%
Oreilly Automotive Inc(ORLY)COM67103H107$69.1K7500.0%
Philip Morris Intl Inc(PM)COM718172109$72.4K4000.0%
Ebay Inc.(EBAY)COM278642103$78.2K7000.0%
Honeywell Aerospace Inc(HONA)COM43849R105$82.9K3750.0%
Honeywell Intl Inc(HON)COM438516205$84.0K3750.0%
State Street Spdr Portfolio S&P 500 Value(SPYV)ETF78464A508$91.3K1,5020.0%
Oklo Inc CL A(OKLO)COM02156V109$91.6K1,7500.0%
Trane Technologies PLC(TT)COMG8994E103$98.2K2000.0%
Nexgen Energy LTD(NXE)COM65340P106$105.6K11,2500.0%
Gallagher Arthur J & Co(AJG)COM363576109$114.8K5000.0%
Arista Networks Inc(ANET)COM040413205$116.4K6850.0%
State Street Technology Select Sector Spdr(XLK)ETF81369Y803$123.8K6500.0%
American Tower Corp(AMT)COM03027X100$130.9K8000.0%
Vanguard Ftse Developed Markets(VEA)ETF921943858$136.8K1,9190.0%
Walmart Inc(WMT)COM931142103$137.6K1,2150.0%
Enbridge Inc(ENB)COM29250N105$140.9K2,6000.0%
Global X U.S. Infrastructure Development(PAVE)ETF37954Y673$147.3K2,5000.0%
Nisource Inc(NI)COM65473P105$149.9K3,1520.0%
Stryker Corporation(SYK)COM863667101$163.7K5200.0%
United Rentals Inc(URI)COM911363109$169.9K1500.0%
Lowes COS Inc(LOW)COM548661107$176.4K8000.0%
Northrop Grumman Corp(NOC)COM666807102$178.3K3500.0%
Jabil Inc(JBL)COM466313103$192.7K5000.0%
Duke Energy Corp(DUK)COM26441C204$194.9K1,5400.0%
Astrazeneca PLC(AZN)ADRG0593M107$199.1K1,0500.1%
Agilent Technologies Inc(A)COM00846U101$202.6K1,5250.1%
Vanguard S&P 500(VOO)ETF922908363$203.3K2960.1%
Valero Energy Corp(VLO)COM91913Y100$208.4K8000.1%
Uber Technologies Inc(UBER)COM90353T100$216.5K3,0000.1%
ELI Lilly & Co(LLY)COM532457108$229.1K1910.1%
Chipotle Mexican Grill Inc(CMG)COM169656105$232.2K6,8300.1%
Page 1 of 3Next