Knuff & Co LLC
- SEC CIK
- 0001768089
- Latest filing
- Aug 10, 2026
Holdings in Q4 2021
Holdings as of Dec 31, 2021, filed Feb 9, 2022. Long positions only; changes compare share counts with Q3 2021.
- Positions
- 152
- −7 vs. Q3 2021
- Portfolio value
- $322.6M
- +$55.3M (+20.7%) vs. Q3 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| BMYBristol Myers Squibb Co | Stock | 24,050 | $1.50M | 0.5% | +6,765+39.1% | Added | History |
| ETSYEtsy Inc | COM | 7,054 | $1.54M | 0.5% | +9+0.1% | Added | History |
| AFLAflac Inc | Stock | 26,850 | $1.57M | 0.5% | 00.0% | Unchanged | History |
| AXPAmerican Express Co | Stock | 9,855 | $1.61M | 0.5% | 00.0% | Unchanged | History |
| NVDANVIDIA Corp | Stock | 5,657 | $1.66M | 0.5% | −65−1.1% | Reduced | History |
| INTCIntel Corp | Stock | 32,600 | $1.68M | 0.5% | +16,000+96.4% | Added | History |
| AVGOBroadcom Inc. | Stock | 2,538 | $1.69M | 0.5% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 606 | $1.76M | 0.5% | 00.0% | Unchanged | History |
| KOCoca Cola Co | Stock | 32,800 | $1.94M | 0.6% | +32,000+4,000.0% | Added | History |
| JNJJohnson & Johnson | Stock | 12,001 | $2.05M | 0.6% | +4,000+50.0% | Added | History |
| CVXChevron Corp | Stock | 18,200 | $2.14M | 0.7% | +18,000+9,000.0% | Added | History |
| MAMastercard Inc | Stock | 6,004 | $2.16M | 0.7% | +160+2.7% | Added | History |
| UPSUnited Parcel Service Inc | Stock | 10,237 | $2.19M | 0.7% | +2,065+25.3% | Added | History |
| AIC3.ai, Inc. | Stock | 72,756 | $2.27M | 0.7% | +65,486+900.8% | Added | History |
| DHRDanaher Corp | Stock | 7,396 | $2.43M | 0.8% | 00.0% | Unchanged | History |
| FISFidelity National Information Services, Inc. | Stock | 22,900 | $2.50M | 0.8% | +22,900 | New | History |
| QCOMQualcomm Inc | Stock | 13,697 | $2.50M | 0.8% | +4,717+52.5% | Added | History |
| ILMNIllumina, Inc. | COM | 7,013 | $2.67M | 0.8% | −1,744−19.9% | Reduced | History |
| GILDGilead Sciences, Inc. | Stock | 37,406 | $2.72M | 0.8% | −2,170−5.5% | Reduced | History |
| CLColgate Palmolive Co | Stock | 32,000 | $2.73M | 0.8% | +32,000 | New | History |
| MCHPMicrochip Technology Inc | Stock | 35,382 | $3.08M | 1.0% | 00.0% | UnchangedConverted for a 2-for-1 split | History |
| DISWalt Disney Co | Stock | 20,982 | $3.25M | 1.0% | +447+2.2% | Added | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 27,110 | $3.26M | 1.0% | 00.0% | Unchanged | History |
| OKTAOkta, Inc. | CL A | 16,202 | $3.63M | 1.1% | +43+0.3% | Added | History |
| HDHome Depot, Inc. | Stock | 9,000 | $3.73M | 1.2% | −74−0.8% | Reduced | History |
| VRTXVertex Pharmaceuticals Inc | Stock | 17,646 | $3.88M | 1.2% | +634+3.7% | Added | History |
| NEENextera Energy Inc | Stock | 43,405 | $4.05M | 1.3% | +2,226+5.4% | Added | History |
| SWKSSkyworks Solutions, Inc. | Stock | 26,733 | $4.15M | 1.3% | +242+0.9% | Added | History |
| BRK.BBerkshire Hathaway Inc | Stock | 14,374 | $4.30M | 1.3% | +163+1.1% | Added | History |
| MRNAModerna, Inc. | Stock | 17,442 | $4.43M | 1.4% | +367+2.1% | Added | History |
| MNSTMonster Beverage Corp | COM | 47,399 | $4.55M | 1.4% | −1,255−2.6% | Reduced | History |
| COHRCoherent Corp. | COM | 66,793 | $4.56M | 1.4% | +26,284+64.9% | Added | History |
| NKENIKE, Inc. | Stock | 28,427 | $4.74M | 1.5% | 00.0% | Unchanged | History |
| PYPLPayPal Holdings, Inc. | Stock | 25,869 | $4.88M | 1.5% | +7,264+39.0% | Added | History |
| MELIMercadolibre Inc | COM | 3,640 | $4.91M | 1.5% | +556+18.0% | Added | History |
| CRMSalesforce, Inc. | Stock | 20,504 | $5.21M | 1.6% | −76−0.4% | Reduced | History |
| BABoeing Co | Stock | 27,300 | $5.50M | 1.7% | 00.0% | Unchanged | History |
| PFEPfizer Inc | Stock | 99,338 | $5.87M | 1.8% | −625−0.6% | Reduced | History |
| CATCaterpillar Inc | Stock | 32,219 | $6.66M | 2.1% | +19+0.1% | Added | History |
| COSTCostco Wholesale Corp | Stock | 12,056 | $6.84M | 2.1% | −59−0.5% | Reduced | History |
| DXCMDexcom Inc | COM | 12,936 | $6.95M | 2.2% | −221−1.7% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 2,634 | $7.62M | 2.4% | +6+0.2% | Added | History |
| AMTAmerican Tower Corp | REIT | 26,095 | $7.63M | 2.4% | −1,077−4.0% | Reduced | History |
| TMOThermo Fisher Scientific Inc. | Stock | 12,690 | $8.47M | 2.6% | −101−0.8% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 2,718 | $9.06M | 2.8% | +101+3.9% | Added | History |
| TTDTrade Desk, Inc. | Stock | 103,978 | $9.53M | 3.0% | +198+0.2% | Added | History |
| ALBAlbemarle Corp | Stock | 42,360 | $9.90M | 3.1% | +42,200+26,375.0% | Added | History |
| FTNTFortinet, Inc. | Stock | 28,207 | $10.1M | 3.1% | −341−1.2% | Reduced | History |
| EFXEquifax Inc | COM | 45,800 | $13.4M | 4.2% | 00.0% | Unchanged | History |
| MSFTMicrosoft Corp | Stock | 66,253 | $22.3M | 6.9% | +15,804+31.3% | Added | History |
| PGProcter & Gamble Co | Stock | 154,547 | $25.3M | 7.8% | −3,208−2.0% | Reduced | History |
| AAPLApple Inc. | Stock | 182,637 | $32.4M | 10.1% | +7,241+4.1% | Added | History |
Sold out since Q3 2021 (15)
Positions held at the end of Q3 2021 that are gone from this filing.
| Security | Class | Shares in Q3 2021 | Value in Q3 2021 | % of portfolio in Q3 2021 | History |
|---|---|---|---|---|---|
| iShares Tr464288638 | ISHS 5-10YR INVT | 3,400 | $204.0K | 0.1% | – |
| FSLYFastly, Inc. | CL A | 3,900 | $158.0K | 0.1% | History |
| KSUKansas City Southern | COM NEW | 200 | $54.0K | <0.1% | History |
| Royal Dutch Shell PLC780259206 | SPONS ADR A | 1,200 | $53.0K | <0.1% | – |
| EEFTEuronet Worldwide, Inc. | COM | 200 | $25.0K | <0.1% | History |
| MTCHMatch Group, Inc. | COM | 100 | $16.0K | <0.1% | History |
| FASTFastenal Co | Stock | 300 | $15.0K | <0.1% | History |
| LMNDLemonade, Inc. | Stock | 200 | $13.0K | <0.1% | History |
| CLNEClean Energy Fuels Corp. | COM | 1,500 | $12.0K | <0.1% | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 50 | $11.0K | <0.1% | – |
| Invesco Exch Traded FD Tr II46138G847 | GBL CLEAN ENRG | 400 | $11.0K | <0.1% | – |
| PPLTabrdn Platinum ETF Trust | PHYSCL PLATM SHS | 100 | $9.00K | <0.1% | History |
| UNHUnitedHealth Group Inc | Stock | 13 | $5.00K | <0.1% | History |
| BYNDBeyond Meat, Inc. | COM | 21 | $2.00K | <0.1% | History |
| MDBMongoDB, Inc. | CL A | 1 | $0 | 0.0% | History |