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 |
|---|---|---|---|---|---|---|---|
| BMYBristol Myers Squibb Co | Stock | 17,165 | $1.08M | 0.5% | – | – | History |
| QCOMQualcomm Inc | Stock | 8,845 | $1.17M | 0.5% | – | – | History |
| AVGOBroadcom Inc. | Stock | 2,538 | $1.18M | 0.5% | – | – | History |
| ABTAbbott Laboratories | Stock | 10,080 | $1.21M | 0.5% | – | – | History |
| ETSYEtsy Inc | COM | 6,324 | $1.27M | 0.5% | – | – | History |
| GOOGLAlphabet Inc. | Stock | 636 | $1.31M | 0.6% | – | – | History |
| JNJJohnson & Johnson | Stock | 8,001 | $1.31M | 0.6% | – | – | History |
| MSFTMicrosoft Corp | Stock | 50,360 | $1.31M | 0.6% | – | – | History |
| AFLAflac Inc | Stock | 26,850 | $1.37M | 0.6% | – | – | History |
| AXPAmerican Express Co | Stock | 9,855 | $1.39M | 0.6% | – | – | History |
| COHRCoherent Corp. | COM | 20,390 | $1.39M | 0.6% | – | – | History |
| GEGeneral Electric Co | COM | 115,222 | $1.51M | 0.6% | – | – | History |
| VZVerizon Communications Inc | Stock | 28,100 | $1.63M | 0.7% | – | – | History |
| DHRDanaher Corp | Stock | 7,409 | $1.67M | 0.7% | – | – | History |
| FSLYFastly, Inc. | CL A | 26,694 | $1.80M | 0.8% | – | – | History |
| PEPPepsiCo Inc | Stock | 13,210 | $1.87M | 0.8% | – | – | History |
| MAMastercard Inc | Stock | 5,611 | $2.00M | 0.9% | – | – | History |
| EAElectronic Arts Inc. | COM | 15,599 | $2.11M | 0.9% | – | – | History |
| GILDGilead Sciences, Inc. | Stock | 41,101 | $2.66M | 1.1% | – | – | History |
| MCHPMicrochip Technology Inc | Stock | 17,691 | $2.75M | 1.2% | – | – | History |
| HDHome Depot, Inc. | Stock | 9,074 | $2.77M | 1.2% | – | – | History |
| TDOCTeladoc Health, Inc. | COM | 15,865 | $2.88M | 1.2% | – | – | History |
| NEENextera Energy Inc | Stock | 40,559 | $3.07M | 1.3% | – | – | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 27,110 | $3.21M | 1.4% | – | – | History |
| ILMNIllumina, Inc. | COM | 8,601 | $3.30M | 1.4% | – | – | History |
| BRK.BBerkshire Hathaway Inc | Stock | 13,341 | $3.41M | 1.5% | – | – | History |
| OKTAOkta, Inc. | CL A | 16,174 | $3.56M | 1.5% | – | – | History |
| VRTXVertex Pharmaceuticals Inc | Stock | 16,773 | $3.60M | 1.5% | – | – | History |
| PFEPfizer Inc | Stock | 99,988 | $3.62M | 1.6% | – | – | History |
| DISWalt Disney Co | Stock | 20,415 | $3.77M | 1.6% | – | – | History |
| NKENIKE, Inc. | Stock | 28,427 | $3.78M | 1.6% | – | – | History |
| BABAAlibaba Group Holding Ltd | ADR | 17,304 | $3.92M | 1.7% | – | – | History |
| MELIMercadolibre Inc | COM | 2,778 | $4.09M | 1.7% | – | – | History |
| COSTCostco Wholesale Corp | Stock | 12,036 | $4.24M | 1.8% | – | – | History |
| PYPLPayPal Holdings, Inc. | Stock | 18,137 | $4.40M | 1.9% | – | – | History |
| CRMSalesforce, Inc. | Stock | 21,326 | $4.52M | 1.9% | – | – | History |
| MNSTMonster Beverage Corp | COM | 51,319 | $4.67M | 2.0% | – | – | History |
| SWKSSkyworks Solutions, Inc. | Stock | 26,241 | $4.82M | 2.1% | – | – | History |
| DXCMDexcom Inc | COM | 13,613 | $4.89M | 2.1% | – | – | History |
| FTNTFortinet, Inc. | Stock | 28,623 | $5.28M | 2.3% | – | – | History |
| GOOGAlphabet Inc. | Stock | 2,676 | $5.54M | 2.4% | – | – | History |
| XOMExxonMobil Holdings Corp | COM | 103,941 | $5.80M | 2.5% | – | – | History |
| TMOThermo Fisher Scientific Inc. | Stock | 13,088 | $5.97M | 2.6% | – | – | History |
| TTDTrade Desk, Inc. | Stock | 9,310 | $6.07M | 2.6% | – | – | History |
| AMTAmerican Tower Corp | REIT | 28,073 | $6.71M | 2.9% | – | – | History |
| BABoeing Co | Stock | 27,300 | $6.95M | 3.0% | – | – | History |
| CATCaterpillar Inc | Stock | 32,200 | $7.47M | 3.2% | – | – | History |
| AMZNAmazon Com Inc | Stock | 2,582 | $7.99M | 3.4% | – | – | History |
| EFXEquifax Inc | COM | 45,800 | $8.30M | 3.5% | – | – | History |
| AAPLApple Inc. | Stock | 174,701 | $21.3M | 9.1% | – | – | History |
| PGProcter & Gamble Co | Stock | 159,218 | $21.6M | 9.2% | – | – | History |