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Livermore
Livermore
ZHEN

Knuff & Co LLC

SEC CIK
0001768089
Latest filing
Aug 10, 2026

Holdings in Q2 2022

Holdings as of Jun 30, 2022, filed Aug 8, 2022. Long positions only; changes compare share counts with Q1 2022.

Institution overview
Positions
136
−1 vs. Q1 2022
Portfolio value
$222.4M
−$53.3M (−19.3%) vs. Q1 2022
Filed
Aug 8, 2022
SEC
Holdings of Knuff & Co LLC in Q2 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
PYPLPayPal Holdings, Inc.Stock26,708$1.86M0.8%−1,198−4.3%ReducedHistory
DHRDanaher CorpStock7,400$1.88M0.8%00.0%UnchangedHistory
JNJJohnson & JohnsonStock10,677$1.90M0.9%00.0%UnchangedHistory
DISWalt Disney CoStock20,889$1.97M0.9%−77−0.4%ReducedHistory
MCHPMicrochip Technology IncStock35,382$2.06M0.9%00.0%UnchangedHistory
CRMSalesforce, Inc.Stock12,565$2.07M0.9%−1,833−12.7%ReducedHistory
TSMTaiwan Semiconductor Manufacturing Co LtdADR27,109$2.22M1.0%00.0%UnchangedHistory
NFLXNetflix IncStock12,782$2.23M1.0%+11,317+772.5%AddedHistory
XOMExxonMobil Holdings CorpCOM27,893$2.39M1.1%−600−2.1%ReducedHistory
HDHome Depot, Inc.Stock9,009$2.47M1.1%+9+0.1%AddedHistory
BABoeing CoStock18,260$2.50M1.1%00.0%UnchangedHistory
DEDeere & CoStock8,584$2.57M1.2%+7,108+481.6%AddedHistory
MRNAModerna, Inc.Stock18,264$2.61M1.2%+78+0.4%AddedHistory
SWKSSkyworks Solutions, Inc.Stock28,407$2.63M1.2%+504+1.8%AddedHistory
MELIMercadolibre IncCOM4,468$2.85M1.3%+929+26.3%AddedHistory
NKENIKE, Inc.Stock28,427$2.90M1.3%00.0%UnchangedHistory
NEENextera Energy IncStock39,564$3.06M1.4%−285−0.7%ReducedHistory
PFEPfizer IncStock67,177$3.52M1.6%−200.0%ReducedHistory
COHRCoherent Corp.COM71,913$3.66M1.6%−1,068−1.5%ReducedHistory
DXCMDexcom IncCOM50,028$3.73M1.7%−1,084−2.1%ReducedConverted for a 4-for-1 splitHistory
MNSTMonster Beverage CorpCOM40,349$3.74M1.7%00.0%UnchangedHistory
CATCaterpillar IncStock21,505$3.84M1.7%00.0%UnchangedHistory
BRK.BBerkshire Hathaway IncStock16,871$4.61M2.1%+1,460+9.5%AddedHistory
VRTXVertex Pharmaceuticals IncStock17,287$4.87M2.2%−375−2.1%ReducedHistory
COSTCostco Wholesale CorpStock11,414$5.47M2.5%−184−1.6%ReducedHistory
TTDTrade Desk, Inc.Stock132,079$5.53M2.5%+22,161+20.2%AddedHistory
EFXEquifax IncCOM30,466$5.57M2.5%00.0%UnchangedHistory
AMZNAmazon Com IncStock54,400$5.78M2.6%−540−1.0%ReducedConverted for a 20-for-1 splitHistory
GOOGAlphabet Inc.Stock2,646$5.79M2.6%+18+0.7%AddedHistory
ALBAlbemarle CorpStock28,282$5.91M2.7%+50+0.2%AddedHistory
AMTAmerican Tower CorpREIT25,292$6.46M2.9%−403−1.6%ReducedHistory
TMOThermo Fisher Scientific Inc.Stock12,010$6.53M2.9%−37−0.3%ReducedHistory
FTNTFortinet, Inc.Stock123,280$6.97M3.1%−1,175−0.9%ReducedConverted for a 5-for-1 splitHistory
MSFTMicrosoft CorpStock60,516$15.5M7.0%+35+0.1%AddedHistory
PGProcter & Gamble CoStock151,032$21.7M9.8%−2,852−1.9%ReducedHistory
AAPLApple Inc.Stock177,010$24.2M10.9%−807−0.5%ReducedHistory

Sold out since Q1 2022 (7)

Positions held at the end of Q1 2022 that are gone from this filing.

Positions of Knuff & Co LLC sold out since Q1 2022
SecurityClassShares in Q1 2022Value in Q1 2022% of portfolio in Q1 2022History
UPSUnited Parcel Service IncStock10,712$2.30M0.8%History
COINCoinbase Global, Inc.COM CL A1,029$195.0K0.1%History
UPSTUpstart Holdings, Inc.COM1,200$131.0K<0.1%History
ZMZoom Communications, Inc.Stock275$32.0K<0.1%History
DGDollar General CorpCOM75$17.0K<0.1%History
NVAXNovavax IncCOM NEW100$7.00K<0.1%History
PINSPinterest, Inc.CL A200$5.00K<0.1%History