Knuff & Co LLC
- SEC CIK
- 0001768089
- Latest filing
- Aug 10, 2026
Holdings in Q3 2024
Holdings as of Sep 30, 2024, filed Nov 7, 2024. Long positions only; changes compare share counts with Q2 2024.
- Positions
- 127
- −4 vs. Q2 2024
- Portfolio value
- $327.7M
- +$19.5M (+6.3%) vs. Q2 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| QCOMQualcomm Inc | Stock | 17,534 | $2.98M | 0.9% | −773−4.2% | Reduced | History |
| MCHPMicrochip Technology Inc | Stock | 37,432 | $3.01M | 0.9% | 00.0% | Unchanged | History |
| DEDeere & Co | Stock | 7,998 | $3.34M | 1.0% | −25−0.3% | Reduced | History |
| HDHome Depot, Inc. | Stock | 8,676 | $3.52M | 1.1% | +100+1.2% | Added | History |
| CMGChipotle Mexican Grill Inc | COM | 77,650 | $4.47M | 1.4% | +65,450+536.5% | Added | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 25,977 | $4.51M | 1.4% | −75−0.3% | Reduced | History |
| AVGOBroadcom Inc. | Stock | 26,986 | $4.66M | 1.4% | 00.0% | UnchangedConverted for a 10-for-1 split | History |
| MNSTMonster Beverage Corp | COM | 94,989 | $4.96M | 1.5% | +18,669+24.5% | Added | History |
| BABAAlibaba Group Holding Ltd | ADR | 47,494 | $5.04M | 1.5% | +1,940+4.3% | Added | History |
| AMTAmerican Tower Corp | REIT | 21,978 | $5.11M | 1.6% | +416+1.9% | Added | History |
| TMOThermo Fisher Scientific Inc. | Stock | 10,513 | $6.50M | 2.0% | −120−1.1% | Reduced | History |
| VRTXVertex Pharmaceuticals Inc | Stock | 14,193 | $6.60M | 2.0% | −150−1.0% | Reduced | History |
| NVDANVIDIA Corp | Stock | 54,770 | $6.65M | 2.0% | +1,110+2.1% | Added | History |
| BRK.BBerkshire Hathaway Inc | Stock | 15,241 | $7.01M | 2.1% | +400+2.7% | Added | History |
| XOMExxonMobil Holdings Corp | COM | 65,044 | $7.62M | 2.3% | −1,269−1.9% | Reduced | History |
| EFXEquifax Inc | COM | 26,400 | $7.76M | 2.4% | 00.0% | Unchanged | History |
| GOOGAlphabet Inc. | Stock | 48,030 | $8.03M | 2.5% | −3,095−6.1% | Reduced | History |
| CATCaterpillar Inc | Stock | 21,107 | $8.26M | 2.5% | 00.0% | Unchanged | History |
| AMZNAmazon Com Inc | Stock | 44,503 | $8.29M | 2.5% | +2,169+5.1% | Added | History |
| COSTCostco Wholesale Corp | Stock | 10,359 | $9.18M | 2.8% | 00.0% | Unchanged | History |
| FTNTFortinet, Inc. | Stock | 119,840 | $9.29M | 2.8% | +1,000+0.8% | Added | History |
| MELIMercadolibre Inc | COM | 4,764 | $9.78M | 3.0% | +85+1.8% | Added | History |
| NFLXNetflix Inc | Stock | 17,858 | $12.7M | 3.9% | −24−0.1% | Reduced | History |
| TTDTrade Desk, Inc. | Stock | 125,312 | $13.7M | 4.2% | −2,277−1.8% | Reduced | History |
| PGProcter & Gamble Co | Stock | 137,948 | $23.9M | 7.3% | −2,080−1.5% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 60,573 | $26.1M | 8.0% | +1,117+1.9% | Added | History |
| AAPLApple Inc. | Stock | 168,077 | $39.2M | 12.0% | +417+0.2% | Added | History |
Sold out since Q2 2024 (13)
Positions held at the end of Q2 2024 that are gone from this filing.
| Security | Class | Shares in Q2 2024 | Value in Q2 2024 | % of portfolio in Q2 2024 | History |
|---|---|---|---|---|---|
| DXCMDexcom Inc | COM | 30,318 | $3.44M | 1.1% | History |
| Schwab International Equity ETF808524805 | ETF | 13,356 | $513.1K | 0.2% | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 4,251 | $428.7K | 0.1% | – |
| ELFe.l.f. Beauty, Inc. | COM | 1,157 | $243.8K | 0.1% | History |
| GLTRabrdn Precious Metals Basket ETF Trust | PHYSCL PRECS MET | 2,059 | $212.0K | 0.1% | History |
| PLDPrologis, Inc. | REIT | 650 | $73.0K | <0.1% | History |
| IFFInternational Flavors & Fragrances Inc | COM | 750 | $71.4K | <0.1% | History |
| GTXGarrett Motion Inc. | Stock | 6,387 | $54.9K | <0.1% | History |
| BLKBlackRock, Inc. | COM | 40 | $31.5K | <0.1% | History |
| AMBAAmbarella Inc | SHS | 500 | $27.0K | <0.1% | History |
| Schwab US Dividend Equity ETF808524797 | ETF | 137 | $10.7K | <0.1% | – |
| KDKyndryl Holdings, Inc. | Stock | 200 | $5.26K | <0.1% | History |
| REZIResideo Technologies, Inc. | Stock | 125 | $2.44K | <0.1% | History |