Knuff & Co LLC
- SEC CIK
- 0001768089
- Latest filing
- Aug 10, 2026
Holdings in Q2 2023
Holdings as of Jun 30, 2023, filed Aug 8, 2023. Long positions only; changes compare share counts with Q1 2023.
- Positions
- 124
- −5 vs. Q1 2023
- Portfolio value
- $266.9M
- +$14.3M (+5.6%) vs. Q1 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MCHPMicrochip Technology Inc | Stock | 35,432 | $3.17M | 1.2% | 00.0% | Unchanged | History |
| NEENextera Energy Inc | Stock | 42,799 | $3.18M | 1.2% | +547+1.3% | Added | History |
| DEDeere & Co | Stock | 8,996 | $3.65M | 1.4% | −735−7.6% | Reduced | History |
| BABoeing Co | Stock | 18,285 | $3.86M | 1.4% | 00.0% | Unchanged | History |
| MELIMercadolibre Inc | COM | 3,464 | $4.10M | 1.5% | −62−1.8% | Reduced | History |
| MNSTMonster Beverage Corp | COM | 73,640 | $4.23M | 1.6% | 00.0% | Unchanged | History |
| DXCMDexcom Inc | COM | 34,537 | $4.44M | 1.7% | −165−0.5% | Reduced | History |
| AMTAmerican Tower Corp | REIT | 24,305 | $4.71M | 1.8% | −356−1.4% | Reduced | History |
| BRK.BBerkshire Hathaway Inc | Stock | 14,777 | $5.04M | 1.9% | −575−3.7% | Reduced | History |
| VRTXVertex Pharmaceuticals Inc | Stock | 14,600 | $5.14M | 1.9% | −380−2.5% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 40,227 | $5.24M | 2.0% | −612−1.5% | Reduced | History |
| CATCaterpillar Inc | Stock | 21,486 | $5.29M | 2.0% | 00.0% | Unchanged | History |
| COSTCostco Wholesale Corp | Stock | 10,792 | $5.81M | 2.2% | −153−1.4% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 49,475 | $5.98M | 2.2% | −395−0.8% | Reduced | History |
| TMOThermo Fisher Scientific Inc. | Stock | 11,657 | $6.08M | 2.3% | +14+0.1% | Added | History |
| ALBAlbemarle Corp | Stock | 28,956 | $6.46M | 2.4% | +1,095+3.9% | Added | History |
| EFXEquifax Inc | COM | 28,500 | $6.71M | 2.5% | 00.0% | Unchanged | History |
| XOMExxonMobil Holdings Corp | COM | 68,668 | $7.36M | 2.8% | −70.0% | Reduced | History |
| NFLXNetflix Inc | Stock | 19,526 | $8.60M | 3.2% | −350−1.8% | Reduced | History |
| FTNTFortinet, Inc. | Stock | 118,595 | $8.96M | 3.4% | −400−0.3% | Reduced | History |
| TTDTrade Desk, Inc. | Stock | 134,536 | $10.4M | 3.9% | −10,833−7.5% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 58,712 | $20.0M | 7.5% | −400−0.7% | Reduced | History |
| PGProcter & Gamble Co | Stock | 146,194 | $22.2M | 8.3% | −3,389−2.3% | Reduced | History |
| AAPLApple Inc. | Stock | 161,796 | $31.4M | 11.8% | −925−0.6% | Reduced | History |
Sold out since Q1 2023 (8)
Positions held at the end of Q1 2023 that are gone from this filing.
| Security | Class | Shares in Q1 2023 | Value in Q1 2023 | % of portfolio in Q1 2023 | History |
|---|---|---|---|---|---|
| NETCloudflare, Inc. | CL A COM | 17,816 | $1.10M | 0.4% | History |
| OKTAOkta, Inc. | CL A | 2,000 | $136.7K | 0.1% | History |
| BURBurford Capital Ltd | ORD SHS | 11,478 | $126.9K | 0.1% | History |
| BHPBHP Group Ltd | ADR | 1,010 | $64.0K | <0.1% | History |
| ITWIllinois Tool Works Inc | Stock | 160 | $39.0K | <0.1% | History |
| BXBlackstone Inc. | COM | 300 | $26.4K | <0.1% | History |
| FSRFisker Inc. | CL A COM STK | 4,000 | $24.6K | <0.1% | History |
| SWKStanley Black & Decker, Inc. | COM | 25 | $2.02K | <0.1% | History |