Knuff & Co LLC
- SEC CIK
- 0001768089
- Latest filing
- Aug 10, 2026
Holdings in Q4 2022
Holdings as of Dec 31, 2022, filed Feb 9, 2023. Long positions only; changes compare share counts with Q3 2022.
- Positions
- 131
- +1 vs. Q3 2022
- Portfolio value
- $234.5M
- +$23.2M (+11.0%) vs. Q3 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| UNHUnitedHealth Group Inc | Stock | 11 | $5.83K | <0.1% | 00.0% | Unchanged | History |
| iShares Core S&P Small Cap ETF464287804 | ETF | 83 | $7.86K | <0.1% | 00.0% | Unchanged | – |
| NEOGNeogen Corp | COM | 541 | $8.24K | <0.1% | 00.0% | Unchanged | History |
| PLTRPalantir Technologies Inc. | Stock | 2,000 | $12.8K | <0.1% | +2,000 | New | History |
| VFCV F Corp | Stock | 500 | $13.8K | <0.1% | +500 | New | History |
| UPSUnited Parcel Service Inc | Stock | 94 | $16.3K | <0.1% | +94 | New | History |
| MDTMedtronic plc | Stock | 215 | $16.7K | <0.1% | 00.0% | Unchanged | History |
| MSMorgan Stanley | Stock | 200 | $17.0K | <0.1% | 00.0% | Unchanged | History |
| BLKBlackRock, Inc. | COM | 27 | $19.1K | <0.1% | 00.0% | Unchanged | History |
| BXBlackstone Inc. | COM | 300 | $22.3K | <0.1% | +300 | New | History |
| ROKRockwell Automation, Inc | Stock | 100 | $25.8K | <0.1% | 00.0% | Unchanged | History |
| IBMInternational Business Machines Corp | Stock | 200 | $28.2K | <0.1% | 00.0% | Unchanged | History |
| FSRFisker Inc. | CL A COM STK | 4,000 | $29.1K | <0.1% | +2,000+100.0% | Added | History |
| LINLinde PLC | SHS | 100 | $32.6K | <0.1% | 00.0% | Unchanged | History |
| ITWIllinois Tool Works Inc | Stock | 160 | $35.2K | <0.1% | 00.0% | Unchanged | History |
| CSCOCisco Systems, Inc. | Stock | 765 | $36.4K | <0.1% | 00.0% | Unchanged | History |
| iShares Core S&P 500 ETF464287200 | ETF | 100 | $38.4K | <0.1% | 00.0% | Unchanged | – |
| CPCanadian Pacific Kansas City Ltd | COM | 576 | $43.0K | <0.1% | 00.0% | Unchanged | History |
| TGTTarget Corp | Stock | 300 | $44.7K | <0.1% | 00.0% | Unchanged | History |
| AVYAvery Dennison Corp | COM | 251 | $45.4K | <0.1% | 00.0% | Unchanged | History |
| LLYEli Lilly & Co | Stock | 126 | $46.1K | <0.1% | 00.0% | Unchanged | History |
| MTBM&T Bank Corp | COM | 329 | $47.7K | <0.1% | −1,000−75.2% | Reduced | History |
| ACNAccenture plc | Stock | 190 | $50.7K | <0.1% | 00.0% | Unchanged | History |
| TJXTJX Companies Inc | Stock | 644 | $51.3K | <0.1% | 00.0% | Unchanged | History |
| AMGNAmgen Inc | Stock | 200 | $52.5K | <0.1% | 00.0% | Unchanged | History |
| MBCMasterBrand, Inc. | COMMON STOCK | 7,322 | $55.3K | <0.1% | +7,322 | New | History |
| CMGChipotle Mexican Grill Inc | COM | 41 | $56.9K | <0.1% | +3+7.9% | Added | History |
| INMDInMode Ltd. | SHS | 1,625 | $58.0K | <0.1% | +500+44.4% | Added | History |
| LOWLowes Companies Inc | Stock | 300 | $59.8K | <0.1% | 00.0% | Unchanged | History |
| BHPBHP Group Ltd | ADR | 1,000 | $62.0K | <0.1% | 00.0% | Unchanged | History |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 507 | $64.6K | <0.1% | 00.0% | Unchanged | History |
| ProShares Tr74347B201 | PSHS ULTSH 20YRS | 2,000 | $65.0K | <0.1% | 00.0% | Unchanged | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 500 | $67.9K | <0.1% | 00.0% | Unchanged | – |
| iShares S&P 500 Value ETF464287408 | ETF | 496 | $72.0K | <0.1% | −4−0.8% | Reduced | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 625 | $77.8K | <0.1% | 00.0% | Unchanged | – |
| PLDPrologis, Inc. | REIT | 775 | $87.4K | <0.1% | 00.0% | Unchanged | History |
| AAgilent Technologies, Inc. | COM | 610 | $91.3K | <0.1% | 00.0% | Unchanged | History |
| NETCloudflare, Inc. | CL A COM | 2,033 | $91.9K | <0.1% | +133+7.0% | Added | History |
| KMIKinder Morgan, Inc. | Stock | 5,290 | $95.6K | <0.1% | 00.0% | Unchanged | History |
| ADPAutomatic Data Processing Inc | Stock | 413 | $98.6K | <0.1% | 00.0% | Unchanged | History |
| TRMBTrimble Inc. | COM | 2,000 | $101.1K | <0.1% | 00.0% | Unchanged | History |
| SLBSLB Limited | Stock | 1,960 | $104.8K | <0.1% | 00.0% | Unchanged | History |
| BURBurford Capital Ltd | ORD SHS | 14,000 | $114.1K | <0.1% | 00.0% | Unchanged | History |
| MDLZMondelez International, Inc. | Stock | 1,750 | $116.6K | <0.1% | 00.0% | Unchanged | History |
| BACBank of America Corp | Stock | 3,550 | $117.6K | 0.1% | +400+12.7% | Added | History |
| OKTAOkta, Inc. | CL A | 2,000 | $136.7K | 0.1% | 00.0% | Unchanged | History |
| ZTSZoetis Inc. | Stock | 940 | $137.8K | 0.1% | 00.0% | Unchanged | History |
| CVSCVS Health Corp | Stock | 1,577 | $147.0K | 0.1% | +1,025+185.7% | Added | History |
| SJMJ M SMUCKER Co | Stock | 972 | $154.0K | 0.1% | −100−9.3% | Reduced | History |
| NOWServiceNow, Inc. | Stock | 425 | $165.0K | 0.1% | 00.0% | Unchanged | History |
| DUKDuke Energy CORP | Stock | 1,773 | $182.6K | 0.1% | 00.0% | Unchanged | History |
| PXDPioneer Natural Resources Co | COM | 800 | $182.7K | 0.1% | 00.0% | Unchanged | History |
| APDAir Products & Chemicals, Inc. | Stock | 600 | $185.0K | 0.1% | 00.0% | Unchanged | History |
| CMICummins Inc | Stock | 876 | $212.2K | 0.1% | 00.0% | Unchanged | History |
| DEODiageo PLC | SPON ADR NEW | 1,213 | $216.1K | 0.1% | 00.0% | Unchanged | History |
| WMWaste Management Inc | Stock | 1,425 | $223.6K | 0.1% | 00.0% | Unchanged | History |
| PGRProgressive Corp | Stock | 1,816 | $235.6K | 0.1% | 00.0% | Unchanged | History |
| STZConstellation Brands, Inc. | Stock | 1,060 | $245.7K | 0.1% | +5+0.5% | Added | History |
| EBAYeBay Inc | COM | 6,134 | $254.4K | 0.1% | 00.0% | Unchanged | History |
| JPMJPMorgan Chase & Co | Stock | 2,002 | $268.5K | 0.1% | 00.0% | Unchanged | History |
| GTXGarrett Motion Inc. | Stock | 47,390 | $361.3K | 0.2% | −30−0.1% | Reduced | History |
| ADBEAdobe Inc. | Stock | 1,184 | $398.5K | 0.2% | −5−0.4% | Reduced | History |
| FBINFortune Brands Innovations, Inc. | COM | 7,322 | $418.2K | 0.2% | 00.0% | Unchanged | History |
| ESEversource Energy | Stock | 5,358 | $449.2K | 0.2% | 00.0% | Unchanged | History |
| ETSYEtsy Inc | COM | 3,880 | $464.7K | 0.2% | +30+0.8% | Added | History |
| VZVerizon Communications Inc | Stock | 13,202 | $520.2K | 0.2% | −290−2.1% | Reduced | History |
| WFCWells Fargo & Company | Stock | 13,304 | $549.3K | 0.2% | 00.0% | Unchanged | History |
| TXNTexas Instruments Inc | Stock | 3,438 | $568.0K | 0.2% | 00.0% | Unchanged | History |
| VVisa Inc. | Stock | 2,820 | $585.9K | 0.2% | 00.0% | Unchanged | History |
| MAMastercard Inc | Stock | 1,740 | $605.0K | 0.3% | 00.0% | Unchanged | History |
| iShares Tr464288851 | US OIL GS EX ETF | 6,809 | $632.3K | 0.3% | −51−0.7% | Reduced | – |
| ORCLOracle Corp | Stock | 8,252 | $674.5K | 0.3% | 00.0% | Unchanged | History |
| INTCIntel Corp | Stock | 25,743 | $680.4K | 0.3% | 00.0% | Unchanged | History |
| CRMSalesforce, Inc. | Stock | 5,160 | $684.2K | 0.3% | −155−2.9% | Reduced | History |
| UNPUnion Pacific Corp | Stock | 3,589 | $743.2K | 0.3% | 00.0% | Unchanged | History |
| NVDANVIDIA Corp | Stock | 5,277 | $771.2K | 0.3% | 00.0% | Unchanged | History |
| SBUXStarbucks Corp | Stock | 8,133 | $806.8K | 0.3% | +319+4.1% | Added | History |
| GEGeneral Electric Co | Stock | 11,100 | $930.1K | 0.4% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 11,429 | $1.01M | 0.4% | +9+0.1% | Added | History |
| FISFidelity National Information Services, Inc. | Stock | 15,233 | $1.03M | 0.4% | 00.0% | Unchanged | History |
| AWKAmerican Water Works Company, Inc. | Stock | 6,951 | $1.06M | 0.5% | 00.0% | Unchanged | History |
| ABTAbbott Laboratories | Stock | 10,230 | $1.12M | 0.5% | 00.0% | Unchanged | History |
| GSGoldman Sachs Group Inc | Stock | 3,351 | $1.15M | 0.5% | +221+7.1% | Added | History |
| COHRCoherent Corp. | COM | 33,132 | $1.16M | 0.5% | +310+0.9% | Added | History |
| QCOMQualcomm Inc | Stock | 11,431 | $1.26M | 0.5% | +297+2.7% | Added | History |
| BMYBristol Myers Squibb Co | Stock | 18,413 | $1.32M | 0.6% | 00.0% | Unchanged | History |
| MRKMerck & Co., Inc. | Stock | 12,170 | $1.35M | 0.6% | 00.0% | Unchanged | History |
| AVGOBroadcom Inc. | Stock | 2,485 | $1.39M | 0.6% | 00.0% | Unchanged | History |
| KOCoca Cola Co | Stock | 22,085 | $1.40M | 0.6% | 00.0% | Unchanged | History |
| ABBVAbbVie Inc. | Stock | 8,770 | $1.42M | 0.6% | −150−1.7% | Reduced | History |
| PEPPepsiCo Inc | Stock | 7,911 | $1.43M | 0.6% | −203−2.5% | Reduced | History |
| AXPAmerican Express Co | Stock | 9,855 | $1.46M | 0.6% | 00.0% | Unchanged | History |
| CLColgate Palmolive Co | Stock | 21,285 | $1.68M | 0.7% | 00.0% | Unchanged | History |
| DHRDanaher Corp | Stock | 7,059 | $1.87M | 0.8% | +4+0.1% | Added | History |
| DISWalt Disney Co | Stock | 21,686 | $1.88M | 0.8% | +1,124+5.5% | Added | History |
| AFLAflac Inc | Stock | 26,850 | $1.93M | 0.8% | 00.0% | Unchanged | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 26,784 | $2.00M | 0.9% | 00.0% | Unchanged | History |
| GILDGilead Sciences, Inc. | Stock | 24,006 | $2.06M | 0.9% | 00.0% | Unchanged | History |
| CVXChevron Corp | Stock | 12,234 | $2.20M | 0.9% | 00.0% | Unchanged | History |
| SWKSSkyworks Solutions, Inc. | Stock | 26,340 | $2.40M | 1.0% | 00.0% | Unchanged | History |
Options (1)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
| Security | Class | Puts | Calls |
|---|---|---|---|
| PXDPioneer Natural Resources Co | COM | $11.9K | – |
Sold out since Q3 2022 (4)
Positions held at the end of Q3 2022 that are gone from this filing.
| Security | Class | Shares in Q3 2022 | Value in Q3 2022 | % of portfolio in Q3 2022 | History |
|---|---|---|---|---|---|
| Blackstone Group LP09253U108 | COM | 1,000 | $84.0K | <0.1% | – |
| CCICrown Castle Inc. | REIT | 155 | $22.0K | <0.1% | History |
| CRSPCRISPR Therapeutics AG | NAMEN AKT | 100 | $7.00K | <0.1% | History |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 4 | $1.00K | <0.1% | – |