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Livermore
Livermore
ZHEN

Knuff & Co LLC

SEC CIK
0001768089
Latest filing
Aug 10, 2026

Holdings in Q3 2022

Holdings as of Sep 30, 2022, filed Nov 4, 2022. Long positions only; changes compare share counts with Q2 2022.

Institution overview
Positions
130
−6 vs. Q2 2022
Portfolio value
$211.3M
−$11.1M (−5.0%) vs. Q2 2022
Filed
Nov 4, 2022
SEC
Holdings of Knuff & Co LLC in Q3 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
MCHPMicrochip Technology IncStock35,382$2.16M1.0%00.0%UnchangedHistory
BABoeing CoStock18,260$2.21M1.0%00.0%UnchangedHistory
SWKSSkyworks Solutions, Inc.Stock26,340$2.25M1.1%−2,067−7.3%ReducedHistory
NKENIKE, Inc.Stock27,877$2.32M1.1%−550−1.9%ReducedHistory
XOMExxonMobil Holdings CorpCOM27,887$2.44M1.2%−60.0%ReducedHistory
HDHome Depot, Inc.Stock8,863$2.45M1.2%−146−1.6%ReducedHistory
DEDeere & CoStock7,871$2.63M1.2%−713−8.3%ReducedHistory
DXCMDexcom IncCOM35,246$2.84M1.3%−14,782−29.5%ReducedHistory
PFEPfizer IncStock67,177$2.94M1.4%00.0%UnchangedHistory
MELIMercadolibre IncCOM3,557$2.94M1.4%−911−20.4%ReducedHistory
NEENextera Energy IncStock39,311$3.08M1.5%−253−0.6%ReducedHistory
JNJJohnson & JohnsonStock19,927$3.25M1.5%+9,250+86.6%AddedHistory
MNSTMonster Beverage CorpCOM40,149$3.49M1.7%−200−0.5%ReducedHistory
CATCaterpillar IncStock21,486$3.52M1.7%−19−0.1%ReducedHistory
BRK.BBerkshire Hathaway IncStock16,195$4.32M2.0%−676−4.0%ReducedHistory
iShares Tr46429B655FLTG RATE NT ETF92,530$4.65M2.2%+90,730+5,040.6%Added–
AMZNAmazon Com IncStock41,530$4.69M2.2%−12,870−23.7%ReducedHistory
VRTXVertex Pharmaceuticals IncStock16,224$4.70M2.2%−1,063−6.1%ReducedHistory
NFLXNetflix IncStock20,222$4.76M2.3%+7,440+58.2%AddedHistory
GOOGAlphabet Inc.Stock52,185$5.02M2.4%−735−1.4%ReducedConverted for a 20-for-1 splitHistory
EFXEquifax IncCOM30,466$5.22M2.5%00.0%UnchangedHistory
COSTCostco Wholesale CorpStock11,097$5.24M2.5%−317−2.8%ReducedHistory
AMTAmerican Tower CorpREIT25,744$5.53M2.6%+452+1.8%AddedHistory
TMOThermo Fisher Scientific Inc.Stock11,510$5.84M2.8%−500−4.2%ReducedHistory
FTNTFortinet, Inc.Stock121,120$5.95M2.8%−2,160−1.8%ReducedHistory
ALBAlbemarle CorpStock27,761$7.34M3.5%−521−1.8%ReducedHistory
TTDTrade Desk, Inc.Stock125,336$7.49M3.5%−6,743−5.1%ReducedHistory
MSFTMicrosoft CorpStock59,634$13.9M6.6%−882−1.5%ReducedHistory
PGProcter & Gamble CoStock150,998$19.1M9.0%−340.0%ReducedHistory
AAPLApple Inc.Stock165,556$22.9M10.8%−11,454−6.5%ReducedHistory

Sold out since Q2 2022 (13)

Positions held at the end of Q2 2022 that are gone from this filing.

Positions of Knuff & Co LLC sold out since Q2 2022
SecurityClassShares in Q2 2022Value in Q2 2022% of portfolio in Q2 2022History
NUENucor CorpCOM3,566$372.0K0.2%History
METAMeta Platforms, Inc.Stock2,075$335.0K0.2%History
ILMNIllumina, Inc.COM500$92.0K<0.1%History
ProShares Tr74347X831ULTRAPRO QQQ3,000$72.0K<0.1%–
CACCCredit Acceptance CorpCOM98$46.0K<0.1%History
SCHWSchwab Charles CorpStock400$25.0K<0.1%History
SONYSony Group CorpSPONSORED ADR150$12.0K<0.1%History
MMM3M CoStock80$10.0K<0.1%History
VFCV F CorpStock200$9.00K<0.1%History
WDSWoodside Energy Group LtdADR361$8.00K<0.1%History
EXASExact Sciences CorpCOM75$3.00K<0.1%History
ALGNAlign Technology IncCOM9$2.00K<0.1%History
SYKStryker CorpStock5$1.00K<0.1%History