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Knuff & Co LLC

SEC CIK
0001768089
Latest filing
Aug 10, 2026

Holdings in Q3 2021

Holdings as of Sep 30, 2021, filed Nov 16, 2021. Long positions only; changes compare share counts with Q2 2021.

Institution overview
Positions
159
−8 vs. Q2 2021
Portfolio value
$267.3M
−$1.54M (−0.6%) vs. Q2 2021
Filed
Nov 16, 2021
SEC
Holdings of Knuff & Co LLC in Q3 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
MDBMongoDB, Inc.CL A1$00.0%+1NewHistory
BYNDBeyond Meat, Inc.COM21$2.00K<0.1%00.0%UnchangedHistory
UNHUnitedHealth Group IncStock13$5.00K<0.1%00.0%UnchangedHistory
VanEck ETF Trust92189H409HIGH YLD MUNIETF100$6.00K<0.1%00.0%Unchanged–
EXASExact Sciences CorpCOM75$7.00K<0.1%+58+341.2%AddedHistory
iShares Tips Bond ETF464287176ETF65$8.00K<0.1%00.0%Unchanged–
PPLTabrdn Platinum ETF TrustPHYSCL PLATM SHS100$9.00K<0.1%−500−83.3%ReducedHistory
PINSPinterest, Inc.CL A200$10.0K<0.1%00.0%UnchangedHistory
Vanguard Morningstar Total Stock Market ETF922908769ETF50$11.0K<0.1%00.0%Unchanged–
CRSPCRISPR Therapeutics AGNAMEN AKT100$11.0K<0.1%00.0%UnchangedHistory
Invesco Exch Traded FD Tr II46138G847GBL CLEAN ENRG400$11.0K<0.1%00.0%Unchanged–
PLTRPalantir Technologies Inc.Stock500$12.0K<0.1%00.0%UnchangedHistory
CLNEClean Energy Fuels Corp.COM1,500$12.0K<0.1%+500+50.0%AddedHistory
ETF Managers Tr26924G201PRIME CYBR SCRTY200$12.0K<0.1%00.0%Unchanged–
iShares Core S&P Small Cap ETF464287804ETF118$13.0K<0.1%00.0%Unchanged–
OGNOrganon & Co.Stock400$13.0K<0.1%−884−68.8%ReducedHistory
LMNDLemonade, Inc.Stock200$13.0K<0.1%+100+100.0%AddedHistory
First Tr Exch Traded FD III33739P301MUNI HI INCM ETF225$13.0K<0.1%00.0%Unchanged–
MMM3M CoStock80$14.0K<0.1%00.0%UnchangedHistory
FASTFastenal CoStock300$15.0K<0.1%00.0%UnchangedHistory
ESTCElastic N.V.ORD SHS100$15.0K<0.1%00.0%UnchangedHistory
MTCHMatch Group, Inc.COM100$16.0K<0.1%−100−50.0%ReducedHistory
DGDollar General CorpCOM82$17.0K<0.1%00.0%UnchangedHistory
SONYSony Group CorpSPONSORED ADR150$17.0K<0.1%00.0%UnchangedHistory
CVXChevron CorpStock200$20.0K<0.1%00.0%UnchangedHistory
BLKBlackRock, Inc.COM27$23.0K<0.1%00.0%UnchangedHistory
EEFTEuronet Worldwide, Inc.COM200$25.0K<0.1%−600−75.0%ReducedHistory
TTTrane Technologies plcSHS150$26.0K<0.1%00.0%UnchangedHistory
CCICrown Castle Inc.REIT155$27.0K<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
ITWIllinois Tool Works IncStock160$33.0K<0.1%00.0%UnchangedHistory
LLYEli Lilly & CoStock150$35.0K<0.1%00.0%UnchangedHistory
ALBAlbemarle CorpStock160$35.0K<0.1%+10+6.7%AddedHistory
MCDMcDonalds CorpStock150$36.0K<0.1%00.0%UnchangedHistory
VFCV F CorpStock551$37.0K<0.1%−4−0.7%ReducedHistory
INMDInMode Ltd.SHS250$40.0K<0.1%+250NewHistory
NVAXNovavax IncCOM NEW200$41.0K<0.1%00.0%UnchangedHistory
KOCoca Cola CoStock800$42.0K<0.1%00.0%UnchangedHistory
MDTMedtronic plcStock350$44.0K<0.1%00.0%UnchangedHistory
CRWDCrowdStrike Holdings, Inc.Stock200$49.0K<0.1%00.0%UnchangedHistory
ISRGIntuitive Surgical IncCOM NEW50$50.0K<0.1%00.0%UnchangedHistory
AVYAvery Dennison CorpCOM251$52.0K<0.1%00.0%UnchangedHistory
AMGNAmgen IncStock250$53.0K<0.1%00.0%UnchangedHistory
Royal Dutch Shell PLC780259206SPONS ADR A1,200$53.0K<0.1%00.0%Unchanged–
BHPBHP Group LtdADR1,000$54.0K<0.1%+1,000NewHistory
KSUKansas City SouthernCOM NEW200$54.0K<0.1%00.0%UnchangedHistory
ACNAccenture plcStock190$61.0K<0.1%00.0%UnchangedHistory
IDXXIDEXX Laboratories IncCOM100$62.0K<0.1%00.0%UnchangedHistory
State Street Health Care Select Sector SPDR ETF81369Y209ETF500$64.0K<0.1%00.0%Unchanged–
LOWLowes Companies IncStock335$68.0K<0.1%00.0%UnchangedHistory
WMTWalmart Inc.Stock515$72.0K<0.1%00.0%UnchangedHistory
ZMZoom Communications, Inc.Stock275$72.0K<0.1%00.0%UnchangedHistory
CMGChipotle Mexican Grill IncCOM42$76.0K<0.1%00.0%UnchangedHistory
iShares S&P 500 Value ETF464287408ETF530$77.0K<0.1%00.0%Unchanged–
iShares Core S&P 500 ETF464287200ETF185$80.0K<0.1%00.0%Unchanged–
ADPAutomatic Data Processing IncStock413$83.0K<0.1%00.0%UnchangedHistory
CVSCVS Health CorpStock1,000$85.0K<0.1%−300−23.1%ReducedHistory
WABWestinghouse Air Brake Technologies CorpStock1,000$86.0K<0.1%00.0%UnchangedHistory
PLDPrologis, Inc.REIT700$88.0K<0.1%00.0%UnchangedHistory
FBINFortune Brands Innovations, Inc.COM1,000$89.0K<0.1%00.0%UnchangedHistory
APTVAptiv PLCSHS606$90.0K<0.1%00.0%UnchangedHistory
SNOWSnowflake Inc.Stock300$91.0K<0.1%00.0%UnchangedHistory
CSCOCisco Systems, Inc.Stock1,685$92.0K<0.1%00.0%UnchangedHistory
iShares Russell Midcap ETF464287499ETF1,208$94.0K<0.1%00.0%Unchanged–
iShares Core S&P Mid-Cap ETF464287507ETF359$94.0K<0.1%00.0%Unchanged–
AAgilent Technologies, Inc.COM610$96.0K<0.1%00.0%UnchangedHistory
KMIKinder Morgan, Inc.Stock6,090$102.0K<0.1%00.0%UnchangedHistory
TGTTarget CorpStock450$103.0K<0.1%00.0%UnchangedHistory
MDLZMondelez International, Inc.Stock2,000$116.0K<0.1%00.0%UnchangedHistory
TJXTJX Companies IncStock1,754$116.0K<0.1%00.0%UnchangedHistory
SJMJ M SMUCKER CoStock1,072$129.0K<0.1%00.0%UnchangedHistory
RSGRepublic Services, Inc.COM1,095$131.0K<0.1%00.0%UnchangedHistory
BACBank of America CorpStock3,150$134.0K0.1%00.0%UnchangedHistory
State Street Technology Select Sector SPDR ETF81369Y803ETF1,000$149.0K0.1%00.0%Unchanged–
APDAir Products & Chemicals, Inc.Stock600$154.0K0.1%00.0%UnchangedHistory
FSLYFastly, Inc.CL A3,900$158.0K0.1%00.0%UnchangedHistory
TRMBTrimble Inc.COM2,000$165.0K0.1%00.0%UnchangedHistory
PGRProgressive CorpStock1,846$167.0K0.1%00.0%UnchangedHistory
NETCloudflare, Inc.CL A COM1,538$173.0K0.1%00.0%UnchangedHistory
ZTSZoetis Inc.Stock940$182.0K0.1%00.0%UnchangedHistory
iShares Tr464288638ISHS 5-10YR INVT3,400$204.0K0.1%00.0%Unchanged–
CMICummins IncStock930$209.0K0.1%00.0%UnchangedHistory
STZConstellation Brands, Inc.Stock1,037$218.0K0.1%+1+0.1%AddedHistory
IBMInternational Business Machines CorpStock1,640$228.0K0.1%00.0%UnchangedHistory
WMWaste Management IncStock1,550$232.0K0.1%−125−7.5%ReducedHistory
BURBurford Capital LtdORD SHS22,000$242.0K0.1%00.0%UnchangedHistory
GTXGarrett Motion Inc.Stock36,920$272.0K0.1%+385+1.1%AddedHistory
ROPRoper Technologies IncStock652$291.0K0.1%−10−1.5%ReducedHistory
DEODiageo PLCSPON ADR NEW1,669$322.0K0.1%00.0%UnchangedHistory
JPMJPMorgan Chase & CoStock2,002$328.0K0.1%+25+1.3%AddedHistory
AIC3.ai, Inc.Stock7,270$337.0K0.1%+7,270NewHistory
AWKAmerican Water Works Company, Inc.Stock2,186$370.0K0.1%00.0%UnchangedHistory
NOWServiceNow, Inc.Stock650$404.0K0.2%00.0%UnchangedHistory
METAMeta Platforms, Inc.Stock1,301$442.0K0.2%00.0%UnchangedHistory
NFLXNetflix IncStock748$457.0K0.2%00.0%UnchangedHistory
ESEversource EnergyStock5,774$472.0K0.2%00.0%UnchangedHistory
TXNTexas Instruments IncStock3,438$661.0K0.2%00.0%UnchangedHistory
UNPUnion Pacific CorpStock3,589$703.0K0.3%00.0%UnchangedHistory

Sold out since Q2 2021 (12)

Positions held at the end of Q2 2021 that are gone from this filing.

Positions of Knuff & Co LLC sold out since Q2 2021
SecurityClassShares in Q2 2021Value in Q2 2021% of portfolio in Q2 2021History
BABAAlibaba Group Holding LtdADR17,182$3.90M1.4%History
TDOCTeladoc Health, Inc.COM15,406$2.56M1.0%History
WMBWilliams Companies, Inc.COM25,000$664.0K0.2%History
ABNBAirbnb, Inc.Stock200$31.0K<0.1%History
CLXClorox CoStock132$24.0K<0.1%History
FVRRFiverr International Ltd.ORD SHS100$24.0K<0.1%History
SWKStanley Black & Decker, Inc.COM100$20.0K<0.1%History
Invesco Exchange Traded FD T46137V134WILDERHIL CLAN200$19.0K<0.1%–
PEGPublic Service Enterprise Group IncCOM300$18.0K<0.1%History
PSXPhillips 66Stock200$17.0K<0.1%History
NTESNetEase, Inc.SPONSORED ADS125$14.0K<0.1%History
SOLEmeren Group LtdSPONSORED ADS400$4.00K<0.1%History