Knuff & Co LLC
- SEC CIK
- 0001768089
- Latest filing
- Aug 10, 2026
Holdings in Q1 2026
Holdings as of Mar 31, 2026, filed May 11, 2026. Long positions only; changes compare share counts with Q4 2025.
- Positions
- 134
- +5 vs. Q4 2025
- Portfolio value
- $331.9M
- −$7.42M (−2.2%) vs. Q4 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 157,489 | $40.0M | 12.0% | −1,352−0.9% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 59,863 | $22.2M | 6.7% | +256+0.4% | Added | History |
| PGProcter & Gamble Co | Stock | 131,026 | $18.9M | 5.7% | −2,421−1.8% | Reduced | History |
| NFLXNetflix Inc | Stock | 173,500 | $16.7M | 5.0% | +7,174+4.3% | Added | History |
| CATCaterpillar Inc | Stock | 20,782 | $14.7M | 4.4% | +213+1.0% | Added | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 36,858 | $12.5M | 3.8% | +9,130+32.9% | Added | History |
| GOOGAlphabet Inc. | Stock | 40,801 | $11.7M | 3.5% | +328+0.8% | Added | History |
| XOMExxonMobil Holdings Corp | COM | 62,872 | $10.7M | 3.2% | −45−0.1% | Reduced | History |
| COSTCostco Wholesale Corp | Stock | 10,523 | $10.5M | 3.2% | −93−0.9% | Reduced | History |
| MELIMercadolibre Inc | COM | 5,703 | $9.86M | 3.0% | +726+14.6% | Added | History |
| AMZNAmazon Com Inc | Stock | 42,114 | $8.77M | 2.6% | −3,702−8.1% | Reduced | History |
| NVONovo Nordisk A S | ADR | 235,229 | $8.64M | 2.6% | +63,479+37.0% | Added | History |
| FTNTFortinet, Inc. | Stock | 103,975 | $8.50M | 2.6% | −1,325−1.3% | Reduced | History |
| AVGOBroadcom Inc. | Stock | 24,561 | $7.60M | 2.3% | −562−2.2% | Reduced | History |
| NVDANVIDIA Corp | Stock | 40,415 | $7.05M | 2.1% | −755−1.8% | Reduced | History |
| BABAAlibaba Group Holding Ltd | ADR | 56,138 | $7.04M | 2.1% | −662−1.2% | Reduced | History |
| BRK.BBerkshire Hathaway Inc | Stock | 14,367 | $6.88M | 2.1% | −2,546−15.1% | Reduced | History |
| VRTXVertex Pharmaceuticals Inc | Stock | 13,981 | $6.24M | 1.9% | −216−1.5% | Reduced | History |
| MNSTMonster Beverage Corp | COM | 74,077 | $5.37M | 1.6% | +1,600+2.2% | Added | History |
| NOWServiceNow, Inc. | Stock | 40,514 | $4.24M | 1.3% | +34,774+605.8% | Added | History |
| EFXEquifax Inc | COM | 23,000 | $4.14M | 1.2% | −500−2.1% | Reduced | History |
| CELHCelsius Holdings, Inc. | COM NEW | 115,066 | $4.08M | 1.2% | −12,815−10.0% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 13,360 | $3.84M | 1.2% | +696+5.5% | Added | History |
| ALBAlbemarle Corp | Stock | 21,000 | $3.77M | 1.1% | 00.0% | Unchanged | History |
| MDBMongoDB, Inc. | CL A | 15,359 | $3.76M | 1.1% | +1,188+8.4% | Added | History |
| BABoeing Co | Stock | 18,061 | $3.59M | 1.1% | 00.0% | Unchanged | History |
| TMOThermo Fisher Scientific Inc. | Stock | 7,306 | $3.59M | 1.1% | −832−10.2% | Reduced | History |
| NEENextera Energy Inc | Stock | 34,785 | $3.23M | 1.0% | +300+0.9% | Added | History |
| CVXChevron Corp | Stock | 14,726 | $3.05M | 0.9% | +200+1.4% | Added | History |
| AXPAmerican Express Co | Stock | 9,950 | $3.01M | 0.9% | 00.0% | Unchanged | History |
| GEGeneral Electric Co | Stock | 10,099 | $2.87M | 0.9% | +9+0.1% | Added | History |
| HDHome Depot, Inc. | Stock | 8,625 | $2.84M | 0.9% | −115−1.3% | Reduced | History |
| AFLAflac Inc | Stock | 24,867 | $2.73M | 0.8% | 00.0% | Unchanged | History |
| JNJJohnson & Johnson | Stock | 10,357 | $2.53M | 0.8% | +2,110+25.6% | Added | History |
| QXOQXO, Inc. | COM NEW | 128,548 | $2.50M | 0.8% | +124,623+3,175.1% | Added | History |
| GILDGilead Sciences, Inc. | Stock | 14,796 | $2.06M | 0.6% | +400+2.8% | Added | History |
| GEVGE Vernova Inc. | Stock | 2,283 | $1.99M | 0.6% | +28+1.2% | Added | History |
| ABBVAbbVie Inc. | Stock | 8,975 | $1.95M | 0.6% | +1,400+18.5% | Added | History |
| CLColgate Palmolive Co | Stock | 22,305 | $1.90M | 0.6% | 00.0% | Unchanged | History |
| PFEPfizer Inc | Stock | 63,859 | $1.79M | 0.5% | 00.0% | Unchanged | History |
| ORCLOracle Corp | Stock | 11,872 | $1.75M | 0.5% | +3,620+43.9% | Added | History |
| VVisa Inc. | Stock | 5,200 | $1.57M | 0.5% | 00.0% | Unchanged | History |
| KOCoca Cola Co | Stock | 19,300 | $1.47M | 0.4% | 00.0% | Unchanged | History |
| PHMPultegroup Inc | COM | 11,947 | $1.41M | 0.4% | −1,383−10.4% | Reduced | History |
| MRKMerck & Co., Inc. | Stock | 11,038 | $1.33M | 0.4% | 00.0% | Unchanged | History |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 39,438 | $1.20M | 0.4% | −1,000−2.5% | Reduced | – |
| WFCWells Fargo & Company | Stock | 14,292 | $1.14M | 0.3% | −2,400−14.4% | Reduced | History |
| WMWaste Management Inc | Stock | 4,921 | $1.13M | 0.3% | −809−14.1% | Reduced | History |
| DISWalt Disney Co | Stock | 11,270 | $1.09M | 0.3% | −1,787−13.7% | Reduced | History |
| CMICummins Inc | Stock | 1,965 | $1.06M | 0.3% | 00.0% | Unchanged | History |
| BMYBristol Myers Squibb Co | Stock | 16,238 | $984.8K | 0.3% | +5,300+48.5% | Added | History |
| SBUXStarbucks Corp | Stock | 10,670 | $955.9K | 0.3% | +225+2.2% | Added | History |
| DHRDanaher Corp | Stock | 4,762 | $902.9K | 0.3% | −107−2.2% | Reduced | History |
| UNPUnion Pacific Corp | Stock | 3,560 | $863.7K | 0.3% | −100−2.7% | Reduced | History |
| MAMastercard Inc | Stock | 1,649 | $823.9K | 0.2% | +163+11.0% | Added | History |
| APHAmphenol Corp | CL A | 5,600 | $707.6K | 0.2% | +5,600 | New | History |
| GLDSPDR Gold Trust | ETF | 1,610 | $692.8K | 0.2% | −125−7.2% | Reduced | History |
| JPMJPMorgan Chase & Co | Stock | 2,282 | $671.3K | 0.2% | −87−3.7% | Reduced | History |
| AMGNAmgen Inc | Stock | 1,800 | $633.3K | 0.2% | 00.0% | Unchanged | History |
| LNGCheniere Energy, Inc. | COM NEW | 2,211 | $627.4K | 0.2% | +2,211 | New | History |
| VLTOVeralto Corp | Stock | 6,983 | $617.4K | 0.2% | +1,700+32.2% | Added | History |
| MPWRMonolithic Power Systems, Inc. | COM | 550 | $601.3K | 0.2% | 00.0% | Unchanged | History |
| QCOMQualcomm Inc | Stock | 4,519 | $582.0K | 0.2% | −3,025−40.1% | Reduced | History |
| TJXTJX Companies Inc | Stock | 3,300 | $527.0K | 0.2% | 00.0% | Unchanged | History |
| AMTAmerican Tower Corp | REIT | 2,975 | $513.4K | 0.2% | −14,835−83.3% | Reduced | History |
| ECLEcolab Inc. | Stock | 1,930 | $513.4K | 0.2% | +1,535+388.6% | Added | History |
| ABTAbbott Laboratories | Stock | 4,875 | $500.5K | 0.2% | −1,487−23.4% | Reduced | History |
| ASMLASML Holding NV | ADR | 368 | $486.1K | 0.1% | −25−6.4% | Reduced | History |
| CRMSalesforce, Inc. | Stock | 2,515 | $469.5K | 0.1% | −349−12.2% | Reduced | History |
| EMREmerson Electric Co | Stock | 3,400 | $445.5K | 0.1% | +3,400 | New | History |
| PEPPepsiCo Inc | Stock | 2,608 | $405.0K | 0.1% | −294−10.1% | Reduced | History |
| LINLinde PLC | Stock | 768 | $380.7K | 0.1% | +193+33.6% | Added | History |
| PGRProgressive Corp | Stock | 1,816 | $360.0K | 0.1% | 00.0% | Unchanged | History |
| GDGeneral Dynamics Corp | Stock | 1,000 | $343.2K | 0.1% | 00.0% | Unchanged | History |
| Vanguard Calif Tax Free FDS922021605 | TAX EXEMPT BD FD | 3,000 | $297.2K | 0.1% | +2,200+275.0% | Added | – |
| CRWDCrowdStrike Holdings, Inc. | Stock | 743 | $290.1K | 0.1% | +743 | New | History |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 2,797 | $253.2K | 0.1% | 00.0% | Unchanged | – |
| GEHCGE HealthCare Technologies Inc. | Stock | 3,511 | $249.9K | 0.1% | −1,530−30.4% | Reduced | History |
| WABWestinghouse Air Brake Technologies Corp | Stock | 1,000 | $249.9K | 0.1% | −3−0.3% | Reduced | History |
| Ssga Active ETF Tr78467V103 | ST STR REAL ETF | 6,740 | $243.7K | 0.1% | +6,740 | New | – |
| IBMInternational Business Machines Corp | Stock | 1,000 | $242.4K | 0.1% | 00.0% | Unchanged | History |
| CMGChipotle Mexican Grill Inc | COM | 7,155 | $229.0K | 0.1% | +2,750+62.4% | Added | History |
| UBERUber Technologies, Inc | Stock | 3,000 | $215.8K | 0.1% | 00.0% | Unchanged | History |
| FBINFortune Brands Innovations, Inc. | COM | 5,322 | $207.4K | 0.1% | 00.0% | Unchanged | History |
| LLYEli Lilly & Co | Stock | 221 | $203.3K | 0.1% | −65−22.7% | Reduced | History |
| ACNAccenture plc | Stock | 1,000 | $198.3K | 0.1% | +1,000 | New | History |
| VLOValero Energy Corp | Stock | 800 | $197.7K | 0.1% | 00.0% | Unchanged | History |
| LOWLowes Companies Inc | Stock | 800 | $189.0K | 0.1% | −149−15.7% | Reduced | History |
| DUKDuke Energy CORP | Stock | 1,358 | $177.8K | 0.1% | −1,500−52.5% | Reduced | History |
| Vanguard S&P 500 ETF922908363 | ETF | 296 | $176.9K | 0.1% | −67−18.5% | Reduced | – |
| ETNEaton Corp plc | Stock | 453 | $162.0K | <0.1% | −3−0.7% | Reduced | History |
| ENBEnbridge Inc | Stock | 2,600 | $140.8K | <0.1% | +348+15.5% | Added | History |
| Dmy Technology Group Inc IV23344K102 | COM CL A | 5,000 | $139.8K | <0.1% | 00.0% | Unchanged | – |
| TXNTexas Instruments Inc | Stock | 700 | $135.9K | <0.1% | 00.0% | Unchanged | History |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 780 | $135.3K | <0.1% | +780 | New | History |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 2,081 | $133.3K | <0.1% | +1,603+335.4% | Added | – |
| NXENexGen Energy Ltd. | COM | 11,250 | $130.5K | <0.1% | 00.0% | Unchanged | History |
| ALGNAlign Technology Inc | COM | 752 | $128.9K | <0.1% | −50−6.2% | Reduced | History |
| Global X FDS37954Y673 | US INFR DEV ETF | 2,500 | $127.0K | <0.1% | 00.0% | Unchanged | – |
| METAMeta Platforms, Inc. | Stock | 210 | $120.1K | <0.1% | −15−6.7% | Reduced | History |
Sold out since Q4 2025 (13)
Positions held at the end of Q4 2025 that are gone from this filing.
| Security | Class | Shares in Q4 2025 | Value in Q4 2025 | % of portfolio in Q4 2025 | History |
|---|---|---|---|---|---|
| MCHPMicrochip Technology Inc | Stock | 35,876 | $2.29M | 0.7% | History |
| NKENIKE, Inc. | Stock | 6,383 | $406.7K | 0.1% | History |
| AMBAAmbarella Inc | SHS | 3,020 | $213.9K | 0.1% | History |
| TTDTrade Desk, Inc. | Stock | 4,000 | $151.8K | <0.1% | History |
| ADBEAdobe Inc. | Stock | 400 | $140.0K | <0.1% | History |
| FISFidelity National Information Services, Inc. | Stock | 1,500 | $99.7K | <0.1% | History |
| GRABGrab Holdings Ltd | CLASS A ORD | 16,000 | $79.8K | <0.1% | History |
| ADIAnalog Devices Inc | Stock | 275 | $74.6K | <0.1% | History |
| CCJCameco Corp | Stock | 750 | $68.6K | <0.1% | History |
| NXDRNextdoor Holdings, Inc. | COM CL A | 25,000 | $52.5K | <0.1% | History |
| SMRNuscale Power Corp | CL A COM | 2,500 | $35.4K | <0.1% | History |
| SPDR Series Trust78468R812 | ST STR MSCI USAQ | 188 | $32.7K | <0.1% | – |
| SYKStryker Corp | Stock | 80 | $28.1K | <0.1% | History |