Knuff & Co LLC
- SEC CIK
- 0001768089
- Latest filing
- Aug 10, 2026
Holdings in Q1 2025
Holdings as of Mar 31, 2025, filed May 13, 2025. Long positions only; changes compare share counts with Q4 2024.
- Positions
- 133
- −9 vs. Q4 2024
- Portfolio value
- $298.0M
- −$31.0M (−9.4%) vs. Q4 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| VVisa Inc. | Stock | 5,660 | $1.98M | 0.7% | −54−0.9% | Reduced | History |
| ALBAlbemarle Corp | Stock | 27,581 | $1.99M | 0.7% | −1,268−4.4% | Reduced | History |
| GEGeneral Electric Co | Stock | 10,249 | $2.05M | 0.7% | 00.0% | Unchanged | History |
| CLColgate Palmolive Co | Stock | 23,805 | $2.23M | 0.7% | 00.0% | Unchanged | History |
| AXPAmerican Express Co | Stock | 9,844 | $2.65M | 0.9% | +27+0.3% | Added | History |
| NEENextera Energy Inc | Stock | 38,989 | $2.76M | 0.9% | +4,199+12.1% | Added | History |
| AFLAflac Inc | Stock | 25,425 | $2.83M | 0.9% | 00.0% | Unchanged | History |
| BABoeing Co | Stock | 17,760 | $3.03M | 1.0% | −380−2.1% | Reduced | History |
| CVXChevron Corp | Stock | 19,008 | $3.18M | 1.1% | +2,298+13.8% | Added | History |
| HDHome Depot, Inc. | Stock | 8,772 | $3.21M | 1.1% | −10−0.1% | Reduced | History |
| AVGOBroadcom Inc. | Stock | 25,716 | $4.31M | 1.4% | −990−3.7% | Reduced | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 26,072 | $4.33M | 1.5% | −173−0.7% | Reduced | History |
| MNSTMonster Beverage Corp | COM | 81,987 | $4.80M | 1.6% | −10,826−11.7% | Reduced | History |
| TMOThermo Fisher Scientific Inc. | Stock | 10,228 | $5.09M | 1.7% | −67−0.7% | Reduced | History |
| AMTAmerican Tower Corp | REIT | 24,213 | $5.27M | 1.8% | +1,390+6.1% | Added | History |
| NVDANVIDIA Corp | Stock | 48,720 | $5.28M | 1.8% | −3,025−5.8% | Reduced | History |
| NVONovo Nordisk A S | ADR | 83,866 | $5.82M | 2.0% | +68,792+456.4% | Added | History |
| EFXEquifax Inc | COM | 26,000 | $6.33M | 2.1% | −400−1.5% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 42,430 | $6.63M | 2.2% | −4,610−9.8% | Reduced | History |
| TTDTrade Desk, Inc. | Stock | 122,424 | $6.70M | 2.2% | +3,978+3.4% | Added | History |
| VRTXVertex Pharmaceuticals Inc | Stock | 13,825 | $6.70M | 2.2% | −116−0.8% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 35,379 | $6.73M | 2.3% | −7,050−16.6% | Reduced | History |
| BABAAlibaba Group Holding Ltd | ADR | 51,176 | $6.77M | 2.3% | +5,012+10.9% | Added | History |
| CATCaterpillar Inc | Stock | 21,069 | $6.95M | 2.3% | 00.0% | Unchanged | History |
| XOMExxonMobil Holdings Corp | COM | 65,000 | $7.73M | 2.6% | −97−0.1% | Reduced | History |
| BRK.BBerkshire Hathaway Inc | Stock | 16,397 | $8.73M | 2.9% | +1,015+6.6% | Added | History |
| MELIMercadolibre Inc | COM | 4,853 | $9.47M | 3.2% | +49+1.0% | Added | History |
| COSTCostco Wholesale Corp | Stock | 10,313 | $9.75M | 3.3% | −44−0.4% | Reduced | History |
| FTNTFortinet, Inc. | Stock | 109,115 | $10.5M | 3.5% | −10,435−8.7% | Reduced | History |
| NFLXNetflix Inc | Stock | 17,307 | $16.1M | 5.4% | +344+2.0% | Added | History |
| MSFTMicrosoft Corp | Stock | 58,790 | $22.1M | 7.4% | −1,135−1.9% | Reduced | History |
| PGProcter & Gamble Co | Stock | 134,092 | $22.9M | 7.7% | −3,078−2.2% | Reduced | History |
| AAPLApple Inc. | Stock | 153,125 | $34.0M | 11.4% | −11,300−6.9% | 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 |
|---|---|---|---|
| TTDTrade Desk, Inc. | Stock | – | $55.0K |
Sold out since Q4 2024 (23)
Positions held at the end of Q4 2024 that are gone from this filing.
| Security | Class | Shares in Q4 2024 | Value in Q4 2024 | % of portfolio in Q4 2024 | History |
|---|---|---|---|---|---|
| DEDeere & Co | Stock | 6,845 | $2.90M | 0.9% | History |
| SWKSSkyworks Solutions, Inc. | Stock | 25,690 | $2.28M | 0.7% | History |
| GSGoldman Sachs Group Inc | Stock | 2,577 | $1.48M | 0.4% | History |
| Vanguard World FD921910873 | MEGA CAP INDEX | 3,545 | $753.9K | 0.2% | – |
| PYPLPayPal Holdings, Inc. | Stock | 6,325 | $539.8K | 0.2% | History |
| ALGNAlign Technology Inc | COM | 2,521 | $525.7K | 0.2% | History |
| DDSDillard's, Inc. | CL A | 1,000 | $431.7K | 0.1% | History |
| ETSYEtsy Inc | COM | 6,600 | $349.1K | 0.1% | History |
| iShares Core S&P Small Cap ETF464287804 | ETF | 3,021 | $348.1K | 0.1% | – |
| ODDOddity Tech Ltd | SHS CL A | 6,824 | $286.7K | 0.1% | History |
| ELFe.l.f. Beauty, Inc. | COM | 1,981 | $248.7K | 0.1% | History |
| PAYCPaycom Software, Inc. | Stock | 1,189 | $243.7K | 0.1% | History |
| TSLATesla, Inc. | Stock | 520 | $210.0K | 0.1% | History |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 1,950 | $189.0K | 0.1% | – |
| ANETArista Networks, Inc. | Stock | 1,450 | $160.3K | <0.1% | History |
| GBTCGrayscale Bitcoin Trust ETF | ETF | 1,750 | $129.5K | <0.1% | History |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 2,094 | $120.5K | <0.1% | – |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 1,000 | $87.8K | <0.1% | – |
| COHRCoherent Corp. | COM | 800 | $75.8K | <0.1% | History |
| First Tr Exchange Traded FD33741X102 | SMID RISNG ETF | 2,000 | $71.7K | <0.1% | – |
| CNICanadian National Railway Co | Stock | 400 | $40.6K | <0.1% | History |
| ROKRockwell Automation, Inc | Stock | 141 | $40.3K | <0.1% | History |
| iShares Tr464287150 | CORE S&P TTL STK | 188 | $24.2K | <0.1% | – |