Knuff & Co LLC
- SEC CIK
- 0001768089
- Latest filing
- Aug 10, 2026
Holdings in Q1 2024
Holdings as of Mar 31, 2024, filed May 9, 2024. Long positions only; changes compare share counts with Q4 2023.
- Positions
- 125
- +8 vs. Q4 2023
- Portfolio value
- $297.5M
- +$23.2M (+8.4%) vs. Q4 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| BABoeing Co | Stock | 18,160 | $3.50M | 1.2% | −100−0.5% | Reduced | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 26,102 | $3.55M | 1.2% | 00.0% | Unchanged | History |
| AVGOBroadcom Inc. | Stock | 2,693 | $3.57M | 1.2% | −105−3.8% | Reduced | History |
| AMTAmerican Tower Corp | REIT | 21,545 | $4.26M | 1.4% | −957−4.3% | Reduced | History |
| ALGNAlign Technology Inc | COM | 13,794 | $4.52M | 1.5% | +12,116+722.1% | Added | History |
| MNSTMonster Beverage Corp | COM | 76,320 | $4.52M | 1.5% | 00.0% | Unchanged | History |
| DXCMDexcom Inc | COM | 33,256 | $4.61M | 1.6% | −800−2.3% | Reduced | History |
| ALBAlbemarle Corp | Stock | 37,192 | $4.90M | 1.6% | −7,452−16.7% | Reduced | History |
| NVDANVIDIA Corp | Stock | 5,716 | $5.16M | 1.7% | 00.0% | Unchanged | History |
| VRTXVertex Pharmaceuticals Inc | Stock | 14,350 | $6.00M | 2.0% | +169+1.2% | Added | History |
| BRK.BBerkshire Hathaway Inc | Stock | 14,808 | $6.23M | 2.1% | −217−1.4% | Reduced | History |
| TMOThermo Fisher Scientific Inc. | Stock | 11,057 | $6.43M | 2.2% | −417−3.6% | Reduced | History |
| MELIMercadolibre Inc | COM | 4,657 | $7.04M | 2.4% | +208+4.7% | Added | History |
| EFXEquifax Inc | COM | 27,300 | $7.30M | 2.5% | −600−2.2% | Reduced | History |
| COSTCostco Wholesale Corp | Stock | 10,410 | $7.63M | 2.6% | −175−1.7% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 42,634 | $7.69M | 2.6% | +684+1.6% | Added | History |
| XOMExxonMobil Holdings Corp | COM | 66,313 | $7.71M | 2.6% | −1,000−1.5% | Reduced | History |
| CATCaterpillar Inc | Stock | 21,107 | $7.73M | 2.6% | −50−0.2% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 51,725 | $7.88M | 2.6% | +150.0% | Added | History |
| FTNTFortinet, Inc. | Stock | 120,815 | $8.25M | 2.8% | −1,980−1.6% | Reduced | History |
| NFLXNetflix Inc | Stock | 18,616 | $11.3M | 3.8% | −595−3.1% | Reduced | History |
| TTDTrade Desk, Inc. | Stock | 133,429 | $11.7M | 3.9% | −2,226−1.6% | Reduced | History |
| PGProcter & Gamble Co | Stock | 142,643 | $23.1M | 7.8% | −2,025−1.4% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 59,696 | $25.1M | 8.4% | +125+0.2% | Added | History |
| AAPLApple Inc. | Stock | 161,650 | $27.7M | 9.3% | −1,144−0.7% | Reduced | History |
Sold out since Q4 2023 (8)
Positions held at the end of Q4 2023 that are gone from this filing.
| Security | Class | Shares in Q4 2023 | Value in Q4 2023 | % of portfolio in Q4 2023 | History |
|---|---|---|---|---|---|
| VFCV F Corp | Stock | 26,353 | $495.4K | 0.2% | History |
| UPSUnited Parcel Service Inc | Stock | 1,711 | $269.0K | 0.1% | History |
| KVUEKenvue Inc. | Stock | 9,484 | $204.2K | 0.1% | History |
| ESEversource Energy | Stock | 2,268 | $140.0K | 0.1% | History |
| TGTTarget Corp | Stock | 300 | $42.7K | <0.1% | History |
| AZNAstraZeneca PLC | SPONSORED ADR | 350 | $23.6K | <0.1% | History |
| CSCOCisco Systems, Inc. | Stock | 442 | $22.3K | <0.1% | History |
| UNHUnitedHealth Group Inc | Stock | 11 | $5.79K | <0.1% | History |