Skip to main content
Livermore
Livermore
ZHEN

Knuff & Co LLC

SEC CIK
0001768089
Latest filing
Aug 10, 2026

Holdings in Q2 2021

Holdings as of Jun 30, 2021, filed Aug 10, 2021. Long positions only; changes compare share counts with Q1 2021.

Institution overview
Positions
167
+16 vs. Q1 2021
Portfolio value
$268.9M
+$35.1M (+15.0%) vs. Q1 2021
Filed
Aug 10, 2021
SEC
Holdings of Knuff & Co LLC in Q2 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
EXASExact Sciences CorpCOM17$2.00K<0.1%00.0%UnchangedHistory
BYNDBeyond Meat, Inc.COM21$3.00K<0.1%00.0%UnchangedHistory
SOLEmeren Group LtdSPONSORED ADS400$4.00K<0.1%+400NewHistory
UNHUnitedHealth Group IncStock13$5.00K<0.1%00.0%UnchangedHistory
VanEck ETF Trust92189H409HIGH YLD MUNIETF100$6.00K<0.1%−75−42.9%Reduced–
iShares Tips Bond ETF464287176ETF65$8.00K<0.1%00.0%Unchanged–
CLNEClean Energy Fuels Corp.COM1,000$10.0K<0.1%+1,000NewHistory
Vanguard Morningstar Total Stock Market ETF922908769ETF50$11.0K<0.1%00.0%Unchanged–
LMNDLemonade, Inc.Stock100$11.0K<0.1%+100NewHistory
Invesco Exch Traded FD Tr II46138G847GBL CLEAN ENRG400$12.0K<0.1%00.0%Unchanged–
ETF Managers Tr26924G201PRIME CYBR SCRTY200$12.0K<0.1%+200New–
iShares Core S&P Small Cap ETF464287804ETF118$13.0K<0.1%00.0%Unchanged–
PLTRPalantir Technologies Inc.Stock500$13.0K<0.1%+500NewHistory
First Tr Exch Traded FD III33739P301MUNI HI INCM ETF225$13.0K<0.1%−25−10.0%Reduced–
NTESNetEase, Inc.SPONSORED ADS125$14.0K<0.1%00.0%UnchangedHistory
ESTCElastic N.V.ORD SHS100$15.0K<0.1%+100NewHistory
SONYSony Group CorpSPONSORED ADR150$15.0K<0.1%00.0%UnchangedHistory
FASTFastenal CoStock300$16.0K<0.1%00.0%UnchangedHistory
MMM3M CoStock80$16.0K<0.1%00.0%UnchangedHistory
CRSPCRISPR Therapeutics AGNAMEN AKT100$16.0K<0.1%00.0%UnchangedHistory
PINSPinterest, Inc.CL A200$16.0K<0.1%00.0%UnchangedHistory
PSXPhillips 66Stock200$17.0K<0.1%+200NewHistory
DGDollar General CorpCOM82$18.0K<0.1%+7+9.3%AddedHistory
PEGPublic Service Enterprise Group IncCOM300$18.0K<0.1%−283−48.5%ReducedHistory
Invesco Exchange Traded FD T46137V134WILDERHIL CLAN200$19.0K<0.1%+200New–
SWKStanley Black & Decker, Inc.COM100$20.0K<0.1%+100NewHistory
CVXChevron CorpStock200$21.0K<0.1%00.0%UnchangedHistory
CLXClorox CoStock132$24.0K<0.1%00.0%UnchangedHistory
FVRRFiverr International Ltd.ORD SHS100$24.0K<0.1%+100NewHistory
BLKBlackRock, Inc.COM27$24.0K<0.1%00.0%UnchangedHistory
ALBAlbemarle CorpStock150$25.0K<0.1%+150NewHistory
TTTrane Technologies plcSHS150$28.0K<0.1%00.0%UnchangedHistory
ROKRockwell Automation, IncStock100$29.0K<0.1%00.0%UnchangedHistory
SCHWSchwab Charles CorpStock400$29.0K<0.1%00.0%UnchangedHistory
LINLinde PLCSHS100$29.0K<0.1%00.0%UnchangedHistory
CCICrown Castle Inc.REIT155$30.0K<0.1%00.0%UnchangedHistory
ABNBAirbnb, Inc.Stock200$31.0K<0.1%+200NewHistory
MTCHMatch Group, Inc.COM200$32.0K<0.1%+200NewHistory
LLYEli Lilly & CoStock150$34.0K<0.1%−100−40.0%ReducedHistory
MCDMcDonalds CorpStock150$35.0K<0.1%00.0%UnchangedHistory
ITWIllinois Tool Works IncStock160$36.0K<0.1%00.0%UnchangedHistory
OGNOrganon & Co.Stock1,284$39.0K<0.1%+1,284NewHistory
NVAXNovavax IncCOM NEW200$42.0K<0.1%+200NewHistory
KOCoca Cola CoStock800$43.0K<0.1%00.0%UnchangedHistory
MDTMedtronic plcStock350$43.0K<0.1%00.0%UnchangedHistory
VFCV F CorpStock555$46.0K<0.1%00.0%UnchangedHistory
ISRGIntuitive Surgical IncCOM NEW50$46.0K<0.1%+50NewHistory
Royal Dutch Shell PLC780259206SPONS ADR A1,200$48.0K<0.1%00.0%Unchanged–
CRWDCrowdStrike Holdings, Inc.Stock200$50.0K<0.1%+200NewHistory
AVYAvery Dennison CorpCOM251$53.0K<0.1%00.0%UnchangedHistory
ACNAccenture plcStock190$56.0K<0.1%00.0%UnchangedHistory
KSUKansas City SouthernCOM NEW200$57.0K<0.1%00.0%UnchangedHistory
PPLTabrdn Platinum ETF TrustPHYSCL PLATM SHS600$60.0K<0.1%+600NewHistory
AMGNAmgen IncStock250$61.0K<0.1%00.0%UnchangedHistory
State Street Health Care Select Sector SPDR ETF81369Y209ETF500$63.0K<0.1%−100−16.7%Reduced–
IDXXIDEXX Laboratories IncCOM100$63.0K<0.1%+100NewHistory
LOWLowes Companies IncStock335$65.0K<0.1%00.0%UnchangedHistory
CMGChipotle Mexican Grill IncCOM42$65.0K<0.1%+42NewHistory
SNOWSnowflake Inc.Stock300$73.0K<0.1%+300NewHistory
WMTWalmart Inc.Stock515$73.0K<0.1%00.0%UnchangedHistory
iShares S&P 500 Value ETF464287408ETF530$78.0K<0.1%00.0%Unchanged–
iShares Core S&P 500 ETF464287200ETF185$80.0K<0.1%00.0%Unchanged–
ADPAutomatic Data Processing IncStock413$82.0K<0.1%00.0%UnchangedHistory
WABWestinghouse Air Brake Technologies CorpStock1,000$82.0K<0.1%00.0%UnchangedHistory
PLDPrologis, Inc.REIT700$84.0K<0.1%00.0%UnchangedHistory
CSCOCisco Systems, Inc.Stock1,685$89.0K<0.1%00.0%UnchangedHistory
AAgilent Technologies, Inc.COM610$90.0K<0.1%00.0%UnchangedHistory
APTVAptiv PLCSHS606$95.0K<0.1%+110+22.2%AddedHistory
iShares Russell Midcap ETF464287499ETF1,208$96.0K<0.1%00.0%Unchanged–
iShares Core S&P Mid-Cap ETF464287507ETF359$96.0K<0.1%00.0%Unchanged–
FBINFortune Brands Innovations, Inc.COM1,000$100.0K<0.1%00.0%UnchangedHistory
ZMZoom Communications, Inc.Stock275$106.0K<0.1%00.0%UnchangedHistory
CVSCVS Health CorpStock1,300$108.0K<0.1%00.0%UnchangedHistory
EEFTEuronet Worldwide, Inc.COM800$108.0K<0.1%00.0%UnchangedHistory
TGTTarget CorpStock450$109.0K<0.1%00.0%UnchangedHistory
KMIKinder Morgan, Inc.Stock6,090$111.0K<0.1%00.0%UnchangedHistory
TJXTJX Companies IncStock1,754$118.0K<0.1%00.0%UnchangedHistory
RSGRepublic Services, Inc.COM1,095$120.0K<0.1%00.0%UnchangedHistory
MDLZMondelez International, Inc.Stock2,000$125.0K<0.1%00.0%UnchangedHistory
BACBank of America CorpStock3,150$130.0K<0.1%00.0%UnchangedHistory
SJMJ M SMUCKER CoStock1,072$139.0K0.1%00.0%UnchangedHistory
State Street Technology Select Sector SPDR ETF81369Y803ETF1,000$148.0K0.1%00.0%Unchanged–
NETCloudflare, Inc.CL A COM1,538$163.0K0.1%+10+0.7%AddedHistory
TRMBTrimble Inc.COM2,000$164.0K0.1%00.0%UnchangedHistory
APDAir Products & Chemicals, Inc.Stock600$173.0K0.1%00.0%UnchangedHistory
ZTSZoetis Inc.Stock940$175.0K0.1%00.0%UnchangedHistory
PGRProgressive CorpStock1,846$181.0K0.1%00.0%UnchangedHistory
iShares Tr464288638ISHS 5-10YR INVT3,400$206.0K0.1%−200−5.6%Reduced–
CMICummins IncStock930$227.0K0.1%00.0%UnchangedHistory
BURBurford Capital LtdORD SHS22,000$229.0K0.1%00.0%UnchangedHistory
FSLYFastly, Inc.CL A3,900$232.0K0.1%−22,794−85.4%ReducedHistory
WMWaste Management IncStock1,675$235.0K0.1%00.0%UnchangedHistory
IBMInternational Business Machines CorpStock1,640$240.0K0.1%+1,440+720.0%AddedHistory
STZConstellation Brands, Inc.Stock1,036$242.0K0.1%00.0%UnchangedHistory
GTXGarrett Motion Inc.Stock36,535$295.0K0.1%+4,381+13.6%AddedHistory
JPMJPMorgan Chase & CoStock1,977$308.0K0.1%00.0%UnchangedHistory
ROPRoper Technologies IncStock662$311.0K0.1%+210+46.5%AddedHistory
DEODiageo PLCSPON ADR NEW1,669$320.0K0.1%+150+9.9%AddedHistory
AWKAmerican Water Works Company, Inc.Stock2,186$337.0K0.1%+1,600+273.0%AddedHistory
NOWServiceNow, Inc.Stock650$357.0K0.1%00.0%UnchangedHistory

Options (1)

Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.

Option positions of Knuff & Co LLC in Q2 2021
SecurityClassPutsCalls
TTDTrade Desk, Inc.Stock–$275.0K

Sold out since Q1 2021 (6)

Positions held at the end of Q1 2021 that are gone from this filing.

Positions of Knuff & Co LLC sold out since Q1 2021
SecurityClassShares in Q1 2021Value in Q1 2021% of portfolio in Q1 2021History
GEGeneral Electric CoCOM115,222$1.51M0.6%History
XIFRXPLR Infrastructure, LPCOM UNIT PART IN2,277$166.0K0.1%History
IIPRInnovative Industrial Properties IncCOM796$143.0K0.1%History
iShares Iboxx $ Investment Grade Corporate Bond ETF464287242ETF200$26.0K<0.1%–
APLEApple Hospitality REIT, Inc.REIT1,000$15.0K<0.1%History
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD45$4.00K<0.1%–