Knuff & Co LLC
- SEC CIK
- 0001768089
- Latest filing
- Aug 10, 2026
Holdings in Q1 2023
Holdings as of Mar 31, 2023, filed May 9, 2023. Long positions only; changes compare share counts with Q4 2022.
- Positions
- 129
- −2 vs. Q4 2022
- Portfolio value
- $252.6M
- +$18.1M (+7.7%) vs. Q4 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| PFEPfizer Inc | Stock | 66,889 | $2.73M | 1.1% | −243−0.4% | Reduced | History |
| JNJJohnson & Johnson | Stock | 18,049 | $2.80M | 1.1% | −1,890−9.5% | Reduced | History |
| MCHPMicrochip Technology Inc | Stock | 35,432 | $2.97M | 1.2% | 00.0% | Unchanged | History |
| SWKSSkyworks Solutions, Inc. | Stock | 26,495 | $3.13M | 1.2% | +155+0.6% | Added | History |
| NEENextera Energy Inc | Stock | 42,252 | $3.26M | 1.3% | +2,810+7.1% | Added | History |
| NKENIKE, Inc. | Stock | 27,877 | $3.42M | 1.4% | 00.0% | Unchanged | History |
| PYPLPayPal Holdings, Inc. | Stock | 45,211 | $3.43M | 1.4% | −14,114−23.8% | Reduced | History |
| BABoeing Co | Stock | 18,285 | $3.88M | 1.5% | 00.0% | Unchanged | History |
| MNSTMonster Beverage Corp | COM | 73,640 | $3.98M | 1.6% | −6,448−8.1% | ReducedConverted for a 2-for-1 split | History |
| DEDeere & Co | Stock | 9,731 | $4.02M | 1.6% | +2,009+26.0% | Added | History |
| DXCMDexcom Inc | COM | 34,702 | $4.03M | 1.6% | −651−1.8% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 40,839 | $4.22M | 1.7% | −5,544−12.0% | Reduced | History |
| MELIMercadolibre Inc | COM | 3,526 | $4.65M | 1.8% | −80−2.2% | Reduced | History |
| VRTXVertex Pharmaceuticals Inc | Stock | 14,980 | $4.72M | 1.9% | −1,173−7.3% | Reduced | History |
| BRK.BBerkshire Hathaway Inc | Stock | 15,352 | $4.74M | 1.9% | −858−5.3% | Reduced | History |
| CATCaterpillar Inc | Stock | 21,486 | $4.92M | 1.9% | 00.0% | Unchanged | History |
| AMTAmerican Tower Corp | REIT | 24,661 | $5.04M | 2.0% | −1,204−4.7% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 49,870 | $5.19M | 2.1% | −2,355−4.5% | Reduced | History |
| COSTCostco Wholesale Corp | Stock | 10,945 | $5.44M | 2.2% | −137−1.2% | Reduced | History |
| EFXEquifax Inc | COM | 28,500 | $5.78M | 2.3% | −1,966−6.5% | Reduced | History |
| ALBAlbemarle Corp | Stock | 27,861 | $6.16M | 2.4% | +100+0.4% | Added | History |
| TMOThermo Fisher Scientific Inc. | Stock | 11,643 | $6.71M | 2.7% | +127+1.1% | Added | History |
| NFLXNetflix Inc | Stock | 19,876 | $6.87M | 2.7% | −925−4.4% | Reduced | History |
| XOMExxonMobil Holdings Corp | COM | 68,675 | $7.53M | 3.0% | −2,930−4.1% | Reduced | History |
| FTNTFortinet, Inc. | Stock | 118,995 | $7.91M | 3.1% | −2,200−1.8% | Reduced | History |
| TTDTrade Desk, Inc. | Stock | 145,369 | $8.85M | 3.5% | −7,614−5.0% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 59,112 | $17.0M | 6.7% | −426−0.7% | Reduced | History |
| PGProcter & Gamble Co | Stock | 149,583 | $22.2M | 8.8% | −978−0.6% | Reduced | History |
| AAPLApple Inc. | Stock | 162,721 | $26.8M | 10.6% | −3,077−1.9% | Reduced | History |
Sold out since Q4 2022 (9)
Positions held at the end of Q4 2022 that are gone from this filing.
| Security | Class | Shares in Q4 2022 | Value in Q4 2022 | % of portfolio in Q4 2022 | History |
|---|---|---|---|---|---|
| iShares Tr46429B655 | FLTG RATE NT ETF | 59,325 | $2.99M | 1.3% | – |
| ProShares Tr74347B201 | PSHS ULTSH 20YRS | 2,000 | $65.0K | <0.1% | – |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 507 | $64.6K | <0.1% | History |
| MTBM&T Bank Corp | COM | 329 | $47.7K | <0.1% | History |
| CPCanadian Pacific Kansas City Ltd | COM | 576 | $43.0K | <0.1% | History |
| IBMInternational Business Machines Corp | Stock | 200 | $28.2K | <0.1% | History |
| MDTMedtronic plc | Stock | 215 | $16.7K | <0.1% | History |
| PLTRPalantir Technologies Inc. | Stock | 2,000 | $12.8K | <0.1% | History |
| iShares Core S&P Small Cap ETF464287804 | ETF | 83 | $7.86K | <0.1% | – |