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 |
|---|---|---|---|---|---|---|---|
| MCHPMicrochip Technology Inc | Stock | 35,432 | $2.49M | 1.1% | +50+0.1% | Added | History |
| HDHome Depot, Inc. | Stock | 8,839 | $2.79M | 1.2% | −24−0.3% | Reduced | History |
| iShares Tr46429B655 | FLTG RATE NT ETF | 59,325 | $2.99M | 1.3% | −33,205−35.9% | Reduced | – |
| MELIMercadolibre Inc | COM | 3,606 | $3.05M | 1.3% | +49+1.4% | Added | History |
| MRNAModerna, Inc. | Stock | 17,774 | $3.19M | 1.4% | +536+3.1% | Added | History |
| NKENIKE, Inc. | Stock | 27,877 | $3.26M | 1.4% | 00.0% | Unchanged | History |
| NEENextera Energy Inc | Stock | 39,442 | $3.30M | 1.4% | +131+0.3% | Added | History |
| DEDeere & Co | Stock | 7,722 | $3.31M | 1.4% | −149−1.9% | Reduced | History |
| PFEPfizer Inc | Stock | 67,132 | $3.44M | 1.5% | −45−0.1% | Reduced | History |
| BABoeing Co | Stock | 18,285 | $3.48M | 1.5% | +25+0.1% | Added | History |
| JNJJohnson & Johnson | Stock | 19,939 | $3.52M | 1.5% | +12+0.1% | Added | History |
| AMZNAmazon Com Inc | Stock | 46,383 | $3.90M | 1.7% | +4,853+11.7% | Added | History |
| DXCMDexcom Inc | COM | 35,353 | $4.00M | 1.7% | +107+0.3% | Added | History |
| MNSTMonster Beverage Corp | COM | 40,044 | $4.07M | 1.7% | −105−0.3% | Reduced | History |
| PYPLPayPal Holdings, Inc. | Stock | 59,325 | $4.23M | 1.8% | +37,958+177.6% | Added | History |
| GOOGAlphabet Inc. | Stock | 52,225 | $4.63M | 2.0% | +40+0.1% | Added | History |
| VRTXVertex Pharmaceuticals Inc | Stock | 16,153 | $4.66M | 2.0% | −71−0.4% | Reduced | History |
| BRK.BBerkshire Hathaway Inc | Stock | 16,210 | $5.01M | 2.1% | +15+0.1% | Added | History |
| COSTCostco Wholesale Corp | Stock | 11,082 | $5.06M | 2.2% | −15−0.1% | Reduced | History |
| CATCaterpillar Inc | Stock | 21,486 | $5.15M | 2.2% | 00.0% | Unchanged | History |
| AMTAmerican Tower Corp | REIT | 25,865 | $5.48M | 2.3% | +121+0.5% | Added | History |
| EFXEquifax Inc | COM | 30,466 | $5.92M | 2.5% | 00.0% | Unchanged | History |
| FTNTFortinet, Inc. | Stock | 121,195 | $5.93M | 2.5% | +75+0.1% | Added | History |
| ALBAlbemarle Corp | Stock | 27,761 | $6.02M | 2.6% | 00.0% | Unchanged | History |
| NFLXNetflix Inc | Stock | 20,801 | $6.13M | 2.6% | +579+2.9% | Added | History |
| TMOThermo Fisher Scientific Inc. | Stock | 11,516 | $6.34M | 2.7% | +6+0.1% | Added | History |
| TTDTrade Desk, Inc. | Stock | 152,983 | $6.86M | 2.9% | +27,647+22.1% | Added | History |
| XOMExxonMobil Holdings Corp | COM | 71,605 | $7.90M | 3.4% | +43,718+156.8% | Added | History |
| MSFTMicrosoft Corp | Stock | 59,538 | $14.3M | 6.1% | −96−0.2% | Reduced | History |
| AAPLApple Inc. | Stock | 165,798 | $21.5M | 9.2% | +242+0.1% | Added | History |
| PGProcter & Gamble Co | Stock | 150,561 | $22.8M | 9.7% | −437−0.3% | Reduced | 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% | – |