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 |
|---|---|---|---|---|---|---|---|
| JNJJohnson & Johnson | Stock | 10,357 | $2.53M | 0.8% | +2,110+25.6% | Added | History |
| AFLAflac Inc | Stock | 24,867 | $2.73M | 0.8% | 00.0% | Unchanged | History |
| HDHome Depot, Inc. | Stock | 8,625 | $2.84M | 0.9% | −115−1.3% | Reduced | History |
| GEGeneral Electric Co | Stock | 10,099 | $2.87M | 0.9% | +9+0.1% | Added | History |
| AXPAmerican Express Co | Stock | 9,950 | $3.01M | 0.9% | 00.0% | Unchanged | History |
| CVXChevron Corp | Stock | 14,726 | $3.05M | 0.9% | +200+1.4% | Added | History |
| NEENextera Energy Inc | Stock | 34,785 | $3.23M | 1.0% | +300+0.9% | Added | History |
| TMOThermo Fisher Scientific Inc. | Stock | 7,306 | $3.59M | 1.1% | −832−10.2% | Reduced | History |
| BABoeing Co | Stock | 18,061 | $3.59M | 1.1% | 00.0% | Unchanged | History |
| MDBMongoDB, Inc. | CL A | 15,359 | $3.76M | 1.1% | +1,188+8.4% | Added | History |
| ALBAlbemarle Corp | Stock | 21,000 | $3.77M | 1.1% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 13,360 | $3.84M | 1.2% | +696+5.5% | Added | History |
| CELHCelsius Holdings, Inc. | COM NEW | 115,066 | $4.08M | 1.2% | −12,815−10.0% | Reduced | History |
| EFXEquifax Inc | COM | 23,000 | $4.14M | 1.2% | −500−2.1% | Reduced | History |
| NOWServiceNow, Inc. | Stock | 40,514 | $4.24M | 1.3% | +34,774+605.8% | Added | History |
| MNSTMonster Beverage Corp | COM | 74,077 | $5.37M | 1.6% | +1,600+2.2% | Added | History |
| VRTXVertex Pharmaceuticals Inc | Stock | 13,981 | $6.24M | 1.9% | −216−1.5% | Reduced | History |
| BRK.BBerkshire Hathaway Inc | Stock | 14,367 | $6.88M | 2.1% | −2,546−15.1% | Reduced | History |
| BABAAlibaba Group Holding Ltd | ADR | 56,138 | $7.04M | 2.1% | −662−1.2% | Reduced | History |
| NVDANVIDIA Corp | Stock | 40,415 | $7.05M | 2.1% | −755−1.8% | Reduced | History |
| AVGOBroadcom Inc. | Stock | 24,561 | $7.60M | 2.3% | −562−2.2% | Reduced | History |
| FTNTFortinet, Inc. | Stock | 103,975 | $8.50M | 2.6% | −1,325−1.3% | Reduced | History |
| NVONovo Nordisk A S | ADR | 235,229 | $8.64M | 2.6% | +63,479+37.0% | Added | History |
| AMZNAmazon Com Inc | Stock | 42,114 | $8.77M | 2.6% | −3,702−8.1% | Reduced | History |
| MELIMercadolibre Inc | COM | 5,703 | $9.86M | 3.0% | +726+14.6% | Added | History |
| COSTCostco Wholesale Corp | Stock | 10,523 | $10.5M | 3.2% | −93−0.9% | Reduced | History |
| XOMExxonMobil Holdings Corp | COM | 62,872 | $10.7M | 3.2% | −45−0.1% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 40,801 | $11.7M | 3.5% | +328+0.8% | Added | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 36,858 | $12.5M | 3.8% | +9,130+32.9% | Added | History |
| CATCaterpillar Inc | Stock | 20,782 | $14.7M | 4.4% | +213+1.0% | Added | History |
| NFLXNetflix Inc | Stock | 173,500 | $16.7M | 5.0% | +7,174+4.3% | Added | History |
| PGProcter & Gamble Co | Stock | 131,026 | $18.9M | 5.7% | −2,421−1.8% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 59,863 | $22.2M | 6.7% | +256+0.4% | Added | History |
| AAPLApple Inc. | Stock | 157,489 | $40.0M | 12.0% | −1,352−0.9% | 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 |