Knuff & Co LLC
- SEC CIK
- 0001768089
- Latest filing
- Aug 10, 2026
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed May 4, 2021. Long positions only.
- Positions
- 151
- No 13F data for Q4 2020
- Portfolio value
- $233.7M
- No 13F data for Q4 2020
Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| PGProcter & Gamble Co | Stock | 159,218 | $21.6M | 9.2% | – | – | History |
| AAPLApple Inc. | Stock | 174,701 | $21.3M | 9.1% | – | – | History |
| EFXEquifax Inc | COM | 45,800 | $8.30M | 3.5% | – | – | History |
| AMZNAmazon Com Inc | Stock | 2,582 | $7.99M | 3.4% | – | – | History |
| CATCaterpillar Inc | Stock | 32,200 | $7.47M | 3.2% | – | – | History |
| BABoeing Co | Stock | 27,300 | $6.95M | 3.0% | – | – | History |
| AMTAmerican Tower Corp | REIT | 28,073 | $6.71M | 2.9% | – | – | History |
| TTDTrade Desk, Inc. | Stock | 9,310 | $6.07M | 2.6% | – | – | History |
| TMOThermo Fisher Scientific Inc. | Stock | 13,088 | $5.97M | 2.6% | – | – | History |
| XOMExxonMobil Holdings Corp | COM | 103,941 | $5.80M | 2.5% | – | – | History |
| GOOGAlphabet Inc. | Stock | 2,676 | $5.54M | 2.4% | – | – | History |
| FTNTFortinet, Inc. | Stock | 28,623 | $5.28M | 2.3% | – | – | History |
| DXCMDexcom Inc | COM | 13,613 | $4.89M | 2.1% | – | – | History |
| SWKSSkyworks Solutions, Inc. | Stock | 26,241 | $4.82M | 2.1% | – | – | History |
| MNSTMonster Beverage Corp | COM | 51,319 | $4.67M | 2.0% | – | – | History |
| CRMSalesforce, Inc. | Stock | 21,326 | $4.52M | 1.9% | – | – | History |
| PYPLPayPal Holdings, Inc. | Stock | 18,137 | $4.40M | 1.9% | – | – | History |
| COSTCostco Wholesale Corp | Stock | 12,036 | $4.24M | 1.8% | – | – | History |
| MELIMercadolibre Inc | COM | 2,778 | $4.09M | 1.7% | – | – | History |
| BABAAlibaba Group Holding Ltd | ADR | 17,304 | $3.92M | 1.7% | – | – | History |
| NKENIKE, Inc. | Stock | 28,427 | $3.78M | 1.6% | – | – | History |
| DISWalt Disney Co | Stock | 20,415 | $3.77M | 1.6% | – | – | History |
| PFEPfizer Inc | Stock | 99,988 | $3.62M | 1.6% | – | – | History |
| VRTXVertex Pharmaceuticals Inc | Stock | 16,773 | $3.60M | 1.5% | – | – | History |
| OKTAOkta, Inc. | CL A | 16,174 | $3.56M | 1.5% | – | – | History |
| BRK.BBerkshire Hathaway Inc | Stock | 13,341 | $3.41M | 1.5% | – | – | History |
| ILMNIllumina, Inc. | COM | 8,601 | $3.30M | 1.4% | – | – | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 27,110 | $3.21M | 1.4% | – | – | History |
| NEENextera Energy Inc | Stock | 40,559 | $3.07M | 1.3% | – | – | History |
| TDOCTeladoc Health, Inc. | COM | 15,865 | $2.88M | 1.2% | – | – | History |
| HDHome Depot, Inc. | Stock | 9,074 | $2.77M | 1.2% | – | – | History |
| MCHPMicrochip Technology Inc | Stock | 17,691 | $2.75M | 1.2% | – | – | History |
| GILDGilead Sciences, Inc. | Stock | 41,101 | $2.66M | 1.1% | – | – | History |
| EAElectronic Arts Inc. | COM | 15,599 | $2.11M | 0.9% | – | – | History |
| MAMastercard Inc | Stock | 5,611 | $2.00M | 0.9% | – | – | History |
| PEPPepsiCo Inc | Stock | 13,210 | $1.87M | 0.8% | – | – | History |
| FSLYFastly, Inc. | CL A | 26,694 | $1.80M | 0.8% | – | – | History |
| DHRDanaher Corp | Stock | 7,409 | $1.67M | 0.7% | – | – | History |
| VZVerizon Communications Inc | Stock | 28,100 | $1.63M | 0.7% | – | – | History |
| GEGeneral Electric Co | COM | 115,222 | $1.51M | 0.6% | – | – | History |
| AXPAmerican Express Co | Stock | 9,855 | $1.39M | 0.6% | – | – | History |
| COHRCoherent Corp. | COM | 20,390 | $1.39M | 0.6% | – | – | History |
| AFLAflac Inc | Stock | 26,850 | $1.37M | 0.6% | – | – | History |
| JNJJohnson & Johnson | Stock | 8,001 | $1.31M | 0.6% | – | – | History |
| MSFTMicrosoft Corp | Stock | 50,360 | $1.31M | 0.6% | – | – | History |
| GOOGLAlphabet Inc. | Stock | 636 | $1.31M | 0.6% | – | – | History |
| ETSYEtsy Inc | COM | 6,324 | $1.27M | 0.5% | – | – | History |
| ABTAbbott Laboratories | Stock | 10,080 | $1.21M | 0.5% | – | – | History |
| AVGOBroadcom Inc. | Stock | 2,538 | $1.18M | 0.5% | – | – | History |
| QCOMQualcomm Inc | Stock | 8,845 | $1.17M | 0.5% | – | – | History |
| BMYBristol Myers Squibb Co | Stock | 17,165 | $1.08M | 0.5% | – | – | History |
| ABBVAbbVie Inc. | Stock | 9,922 | $1.07M | 0.5% | – | – | History |
| INTCIntel Corp | Stock | 16,600 | $1.06M | 0.5% | – | – | History |
| MRKMerck & Co., Inc. | Stock | 13,645 | $1.05M | 0.5% | – | – | History |
| VVisa Inc. | Stock | 4,803 | $1.02M | 0.4% | – | – | History |
| ORCLOracle Corp | Stock | 13,850 | $972.0K | 0.4% | – | – | History |
| SBUXStarbucks Corp | Stock | 8,741 | $955.0K | 0.4% | – | – | History |
| UPSUnited Parcel Service Inc | Stock | 5,087 | $865.0K | 0.4% | – | – | History |
| ADBEAdobe Inc. | Stock | 1,762 | $838.0K | 0.4% | – | – | History |
| UNPUnion Pacific Corp | Stock | 3,589 | $791.0K | 0.3% | – | – | History |
| NVDANVIDIA Corp | Stock | 1,448 | $773.0K | 0.3% | – | – | History |
| EBAYeBay Inc | COM | 12,600 | $772.0K | 0.3% | – | – | History |
| MRNAModerna, Inc. | Stock | 5,142 | $673.0K | 0.3% | – | – | History |
| TXNTexas Instruments Inc | Stock | 3,438 | $650.0K | 0.3% | – | – | History |
| WMBWilliams Companies, Inc. | COM | 25,000 | $592.0K | 0.3% | – | – | History |
| ESEversource Energy | Stock | 5,864 | $508.0K | 0.2% | – | – | History |
| METAMeta Platforms, Inc. | Stock | 1,489 | $439.0K | 0.2% | – | – | History |
| NFLXNetflix Inc | Stock | 747 | $390.0K | 0.2% | – | – | History |
| NOWServiceNow, Inc. | Stock | 650 | $325.0K | 0.1% | – | – | History |
| JPMJPMorgan Chase & Co | Stock | 1,977 | $301.0K | 0.1% | – | – | History |
| DEODiageo PLC | SPON ADR NEW | 1,519 | $249.0K | 0.1% | – | – | History |
| CMICummins Inc | Stock | 930 | $241.0K | 0.1% | – | – | History |
| STZConstellation Brands, Inc. | Stock | 1,036 | $236.0K | 0.1% | – | – | History |
| WMWaste Management Inc | Stock | 1,675 | $216.0K | 0.1% | – | – | History |
| iShares Tr464288638 | ISHS 5-10YR INVT | 3,600 | $213.0K | 0.1% | – | – | – |
| BURBurford Capital Ltd | ORD SHS | 22,000 | $198.0K | 0.1% | – | – | History |
| ROPRoper Technologies Inc | Stock | 452 | $182.0K | 0.1% | – | – | History |
| PGRProgressive Corp | Stock | 1,846 | $176.0K | 0.1% | – | – | History |
| APDAir Products & Chemicals, Inc. | Stock | 600 | $169.0K | 0.1% | – | – | History |
| GTXGarrett Motion Inc. | Stock | 32,154 | $167.0K | 0.1% | – | – | History |
| XIFRXPLR Infrastructure, LP | COM UNIT PART IN | 2,277 | $166.0K | 0.1% | – | – | History |
| TRMBTrimble Inc. | COM | 2,000 | $156.0K | 0.1% | – | – | History |
| ZTSZoetis Inc. | Stock | 940 | $148.0K | 0.1% | – | – | History |
| IIPRInnovative Industrial Properties Inc | COM | 796 | $143.0K | 0.1% | – | – | History |
| SJMJ M SMUCKER Co | Stock | 1,072 | $136.0K | 0.1% | – | – | History |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 1,000 | $133.0K | 0.1% | – | – | – |
| BACBank of America Corp | Stock | 3,150 | $122.0K | 0.1% | – | – | History |
| MDLZMondelez International, Inc. | Stock | 2,000 | $117.0K | 0.1% | – | – | History |
| TJXTJX Companies Inc | Stock | 1,754 | $116.0K | <0.1% | – | – | History |
| EEFTEuronet Worldwide, Inc. | COM | 800 | $111.0K | <0.1% | – | – | History |
| RSGRepublic Services, Inc. | COM | 1,095 | $109.0K | <0.1% | – | – | History |
| NETCloudflare, Inc. | CL A COM | 1,528 | $107.0K | <0.1% | – | – | History |
| KMIKinder Morgan, Inc. | Stock | 6,090 | $101.0K | <0.1% | – | – | History |
| CVSCVS Health Corp | Stock | 1,300 | $98.0K | <0.1% | – | – | History |
| FBINFortune Brands Innovations, Inc. | COM | 1,000 | $96.0K | <0.1% | – | – | History |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 359 | $93.0K | <0.1% | – | – | – |
| iShares Russell Midcap ETF464287499 | ETF | 1,208 | $89.0K | <0.1% | – | – | – |
| TGTTarget Corp | Stock | 450 | $89.0K | <0.1% | – | – | History |
| AWKAmerican Water Works Company, Inc. | Stock | 586 | $88.0K | <0.1% | – | – | History |
| ZMZoom Communications, Inc. | Stock | 275 | $88.0K | <0.1% | – | – | History |