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Livermore
Livermore
ZHEN

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.

Institution overview
Positions
134
+5 vs. Q4 2025
Portfolio value
$331.9M
−$7.42M (−2.2%) vs. Q4 2025
Filed
May 11, 2026
SEC
Holdings of Knuff & Co LLC in Q1 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
ANETArista Networks, Inc.COM200$24.6K<0.1%00.0%UnchangedHistory
SLBSLB LimitedStock500$25.7K<0.1%+500NewHistory
DBX ETF Tr233051879XTRACK HRVST CSI809$26.4K<0.1%+809New–
IONQIonQ, Inc.COM1,000$28.8K<0.1%+1,000NewHistory
iShares Core S&P 500 ETF464287200ETF50$32.7K<0.1%−45−47.4%Reduced–
DBX ETF Tr233051630XTRACK MSCI EAFE1,030$33.4K<0.1%+1,030New–
State Street SPDR Portfolio Developed World Ex-US ETF78463X889ETF767$35.0K<0.1%+767New–
Sprott FDS Tr85208P303URANIUM MINERS E567$35.8K<0.1%00.0%Unchanged–
Fidelity MSCI Utilities Index ETF316092865ETF617$36.4K<0.1%+617New–
HONHoneywell International IncCOM162$36.6K<0.1%00.0%UnchangedHistory
State Street Health Care Select Sector SPDR ETF81369Y209ETF250$36.7K<0.1%−40−13.8%Reduced–
iShares S&P 500 Value ETF464287408ETF175$37.0K<0.1%00.0%Unchanged–
PSAPublic StorageCOM146$39.5K<0.1%00.0%UnchangedHistory
Invesco Exch TRD SLF Idx FD46138J742RAFI STRATGIC US723$41.9K<0.1%+723New–
iShares Core U.S. Aggregate Bond ETF464287226ETF450$44.7K<0.1%−310−40.8%Reduced–
CPCanadian Pacific Kansas City LtdCOM576$45.3K<0.1%+576NewHistory
TRMBTrimble Inc.COM700$45.7K<0.1%00.0%UnchangedHistory
Franklin Templeton ETF Tr35473P108INTL COR DIV TIL1,428$56.8K<0.1%+1,428New–
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT300$57.6K<0.1%00.0%Unchanged–
EBAYeBay IncCOM700$63.7K<0.1%00.0%UnchangedHistory
SCHWSchwab Charles CorpStock700$65.8K<0.1%+154+28.2%AddedHistory
PMPhilip Morris International Inc.Stock400$66.1K<0.1%+100+33.3%AddedHistory
UUUUEnergy Fuels IncCOM NEW3,750$68.4K<0.1%00.0%UnchangedHistory
ORLYO Reilly Automotive IncStock750$69.2K<0.1%00.0%UnchangedHistory
TTTrane Technologies plcSHS167$69.6K<0.1%00.0%UnchangedHistory
PANWPalo Alto Networks IncStock511$81.9K<0.1%+371+265.0%AddedHistory
ADPAutomatic Data Processing IncStock413$83.9K<0.1%00.0%UnchangedHistory
State Street SPDR Portfolio S&P 500 Value ETF78464A508ETF1,502$85.0K<0.1%+1,502New–
State Street Technology Select Sector SPDR ETF81369Y803ETF650$86.4K<0.1%00.0%Unchanged–
OKLOOklo Inc.COM CL A1,750$86.8K<0.1%−250−12.5%ReducedHistory
CMECME Group Inc.COM300$88.6K<0.1%00.0%UnchangedHistory
COFCapital One Financial CorpStock500$91.2K<0.1%+49+10.9%AddedHistory
ZTSZoetis Inc.Stock840$99.3K<0.1%00.0%UnchangedHistory
BEBloom Energy CorpCOM CL A865$117.2K<0.1%+865NewHistory
METAMeta Platforms, Inc.Stock210$120.1K<0.1%−15−6.7%ReducedHistory
Global X FDS37954Y673US INFR DEV ETF2,500$127.0K<0.1%00.0%Unchanged–
ALGNAlign Technology IncCOM752$128.9K<0.1%−50−6.2%ReducedHistory
NXENexGen Energy Ltd.COM11,250$130.5K<0.1%00.0%UnchangedHistory
Vanguard Ftse Developed Markets ETF921943858ETF2,081$133.3K<0.1%+1,603+335.4%Added–
MRSHMarsh & McLennan Companies, Inc.Stock780$135.3K<0.1%+780NewHistory
TXNTexas Instruments IncStock700$135.9K<0.1%00.0%UnchangedHistory
Dmy Technology Group Inc IV23344K102COM CL A5,000$139.8K<0.1%00.0%Unchanged–
ENBEnbridge IncStock2,600$140.8K<0.1%+348+15.5%AddedHistory
ETNEaton Corp plcStock453$162.0K<0.1%−3−0.7%ReducedHistory
Vanguard S&P 500 ETF922908363ETF296$176.9K0.1%−67−18.5%Reduced–
DUKDuke Energy CORPStock1,358$177.8K0.1%−1,500−52.5%ReducedHistory
LOWLowes Companies IncStock800$189.0K0.1%−149−15.7%ReducedHistory
VLOValero Energy CorpStock800$197.7K0.1%00.0%UnchangedHistory
ACNAccenture plcStock1,000$198.3K0.1%+1,000NewHistory
LLYEli Lilly & CoStock221$203.3K0.1%−65−22.7%ReducedHistory
FBINFortune Brands Innovations, Inc.COM5,322$207.4K0.1%00.0%UnchangedHistory
UBERUber Technologies, IncStock3,000$215.8K0.1%00.0%UnchangedHistory
CMGChipotle Mexican Grill IncCOM7,155$229.0K0.1%+2,750+62.4%AddedHistory
IBMInternational Business Machines CorpStock1,000$242.4K0.1%00.0%UnchangedHistory
Ssga Active ETF Tr78467V103ST STR REAL ETF6,740$243.7K0.1%+6,740New–
WABWestinghouse Air Brake Technologies CorpStock1,000$249.9K0.1%−3−0.3%ReducedHistory
GEHCGE HealthCare Technologies Inc.Stock3,511$249.9K0.1%−1,530−30.4%ReducedHistory
iShares Core MSCI Eafe ETF46432F842ETF2,797$253.2K0.1%00.0%Unchanged–
CRWDCrowdStrike Holdings, Inc.Stock743$290.1K0.1%+743NewHistory
Vanguard Calif Tax Free FDS922021605TAX EXEMPT BD FD3,000$297.2K0.1%+2,200+275.0%Added–
GDGeneral Dynamics CorpStock1,000$343.2K0.1%00.0%UnchangedHistory
PGRProgressive CorpStock1,816$360.0K0.1%00.0%UnchangedHistory
LINLinde PLCStock768$380.7K0.1%+193+33.6%AddedHistory
PEPPepsiCo IncStock2,608$405.0K0.1%−294−10.1%ReducedHistory
EMREmerson Electric CoStock3,400$445.5K0.1%+3,400NewHistory
CRMSalesforce, Inc.Stock2,515$469.5K0.1%−349−12.2%ReducedHistory
ASMLASML Holding NVADR368$486.1K0.1%−25−6.4%ReducedHistory
ABTAbbott LaboratoriesStock4,875$500.5K0.2%−1,487−23.4%ReducedHistory
ECLEcolab Inc.Stock1,930$513.4K0.2%+1,535+388.6%AddedHistory
AMTAmerican Tower CorpREIT2,975$513.4K0.2%−14,835−83.3%ReducedHistory
TJXTJX Companies IncStock3,300$527.0K0.2%00.0%UnchangedHistory
QCOMQualcomm IncStock4,519$582.0K0.2%−3,025−40.1%ReducedHistory
MPWRMonolithic Power Systems, Inc.COM550$601.3K0.2%00.0%UnchangedHistory
VLTOVeralto CorpStock6,983$617.4K0.2%+1,700+32.2%AddedHistory
LNGCheniere Energy, Inc.COM NEW2,211$627.4K0.2%+2,211NewHistory
AMGNAmgen IncStock1,800$633.3K0.2%00.0%UnchangedHistory
JPMJPMorgan Chase & CoStock2,282$671.3K0.2%−87−3.7%ReducedHistory
GLDSPDR Gold TrustETF1,610$692.8K0.2%−125−7.2%ReducedHistory
APHAmphenol CorpCL A5,600$707.6K0.2%+5,600NewHistory
MAMastercard IncStock1,649$823.9K0.2%+163+11.0%AddedHistory
UNPUnion Pacific CorpStock3,560$863.7K0.3%−100−2.7%ReducedHistory
DHRDanaher CorpStock4,762$902.9K0.3%−107−2.2%ReducedHistory
SBUXStarbucks CorpStock10,670$955.9K0.3%+225+2.2%AddedHistory
BMYBristol Myers Squibb CoStock16,238$984.8K0.3%+5,300+48.5%AddedHistory
CMICummins IncStock1,965$1.06M0.3%00.0%UnchangedHistory
DISWalt Disney CoStock11,270$1.09M0.3%−1,787−13.7%ReducedHistory
WMWaste Management IncStock4,921$1.13M0.3%−809−14.1%ReducedHistory
WFCWells Fargo & CompanyStock14,292$1.14M0.3%−2,400−14.4%ReducedHistory
Schwab U.S. Large-Cap Value ETF808524409ETF39,438$1.20M0.4%−1,000−2.5%Reduced–
MRKMerck & Co., Inc.Stock11,038$1.33M0.4%00.0%UnchangedHistory
PHMPultegroup IncCOM11,947$1.41M0.4%−1,383−10.4%ReducedHistory
KOCoca Cola CoStock19,300$1.47M0.4%00.0%UnchangedHistory
VVisa Inc.Stock5,200$1.57M0.5%00.0%UnchangedHistory
ORCLOracle CorpStock11,872$1.75M0.5%+3,620+43.9%AddedHistory
PFEPfizer IncStock63,859$1.79M0.5%00.0%UnchangedHistory
CLColgate Palmolive CoStock22,305$1.90M0.6%00.0%UnchangedHistory
ABBVAbbVie Inc.Stock8,975$1.95M0.6%+1,400+18.5%AddedHistory
GEVGE Vernova Inc.Stock2,283$1.99M0.6%+28+1.2%AddedHistory
GILDGilead Sciences, Inc.Stock14,796$2.06M0.6%+400+2.8%AddedHistory
QXOQXO, Inc.COM NEW128,548$2.50M0.8%+124,623+3,175.1%AddedHistory

Sold out since Q4 2025 (13)

Positions held at the end of Q4 2025 that are gone from this filing.

Positions of Knuff & Co LLC sold out since Q4 2025
SecurityClassShares in Q4 2025Value in Q4 2025% of portfolio in Q4 2025History
MCHPMicrochip Technology IncStock35,876$2.29M0.7%History
NKENIKE, Inc.Stock6,383$406.7K0.1%History
AMBAAmbarella IncSHS3,020$213.9K0.1%History
TTDTrade Desk, Inc.Stock4,000$151.8K<0.1%History
ADBEAdobe Inc.Stock400$140.0K<0.1%History
FISFidelity National Information Services, Inc.Stock1,500$99.7K<0.1%History
GRABGrab Holdings LtdCLASS A ORD16,000$79.8K<0.1%History
ADIAnalog Devices IncStock275$74.6K<0.1%History
CCJCameco CorpStock750$68.6K<0.1%History
NXDRNextdoor Holdings, Inc.COM CL A25,000$52.5K<0.1%History
SMRNuscale Power CorpCL A COM2,500$35.4K<0.1%History
SPDR Series Trust78468R812ST STR MSCI USAQ188$32.7K<0.1%–
SYKStryker CorpStock80$28.1K<0.1%History