Knuff & Co LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 10, 2026), Knuff & Co LLC reported 142 stock positions worth $394.9 million. Its top holding was Apple (AAPL) at 11.9% of the portfolio, followed by Microsoft (MSFT, 6.1%) and Caterpillar (CAT, 5.5%). Compared with Q1 2026, it opened 25 new positions, sold out of 18, added to 42 and reduced 30. The biggest buy was Fortinet (FTNT, shares +2%) and the biggest sale Procter & Gamble (PG, shares −4%).
- Most Recent 13F
- Q2 2026
- Location
- FOSTER CITY, CA
- CIK
- 0001768089
- Portfolio Value
- $394.9M (Q2 2026)
- SEC Filing
- 0001768089-26-000003 ↗ filed Aug 10, 2026
Holdings Value
Holdings 142 stocks · $394.9M
| AAPL Apple Inc. | 11.85% | 161,771 | $46.8M | Add +2.7% |
| MSFT Microsoft Corp. | 6.12% | 65,290 | $24.2M | Add +9.1% |
| CAT Caterpillar Inc. | 5.52% | 20,482 | $21.8M | Reduce -1.4% |
| PG The Procter & Gamble Co. | 4.69% | 126,346 | $18.5M | Reduce -3.6% |
| TSM Taiwan Semiconductor-SP ADR | 4.47% | 36,998 | $17.7M | Add +0.4% |
| GOOG Alphabet Inc. Class C | 4.34% | 48,471 | $17.1M | Add +18.8% |
| FTNT Fortinet Inc. | 4.11% | 105,607 | $16.2M | Add +1.6% |
| MELI MercadoLibre Inc. | 4.01% | 9,341 | $15.9M | Add +63.8% |
| NFLX Netflix Inc. | 3.30% | 182,592 | $13.0M | Add +5.2% |
| NVO Novo-Nordisk A/S-Spons ADR | 2.95% | 242,776 | $11.6M | Add +3.2% |
| AMZN Amazon.com Inc. | 2.65% | 43,960 | $10.5M | Add +4.4% |
| NVDA Nvidia Corp. | 2.51% | 49,535 | $9.9M | Add +22.6% |
| COST Costco Wholesale Corp. | 2.47% | 10,439 | $9.8M | Reduce -0.8% |
| AVGO Broadcom Inc. | 2.25% | 23,515 | $8.9M | Reduce -4.3% |
| XOM Exxonmobil Holdings Corp. | 2.18% | 62,922 | $8.6M | No change |
| MNST Monster Beverage Corp. | 2.01% | 82,592 | $7.9M | Add +11.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.83% | 14,412 | $7.2M | Add +0.3% |
| VRTX Vertex Pharmaceuticals Inc. | 1.80% | 14,288 | $7.1M | Add +2.2% |
| NOW ServiceNow Inc. | 1.51% | 59,976 | $6.0M | Add +48.0% |
| CELH Celsius Holdings Inc. | 1.23% | 165,499 | $4.8M | Add +43.8% |
| MDB Mongodb Inc. | 1.22% | 14,365 | $4.8M | Reduce -6.5% |
| BABA Alibaba Group Holding-SP ADR | 1.21% | 49,940 | $4.8M | Reduce -11.0% |
| GOOGL Alphabet Inc. Class A | 1.19% | 13,135 | $4.7M | Reduce -1.7% |
| FLOT iShares Floating Rate Bond E | 1.13% | 87,524 | $4.5M | New |
| BA The Boeing Co. | 0.99% | 18,031 | $3.9M | Reduce -0.2% |
| HIMX Himax Technologies Inc.-ADR | 0.97% | 248,970 | $3.8M | New |
| GE General Electric filed as GE AEROSPACE | 0.96% | 10,099 | $3.8M | No change |
| AFL Aflac Inc. | 0.91% | 30,497 | $3.6M | Add +22.6% |
| AXP American Express Co. | 0.90% | 10,543 | $3.6M | Add +6.0% |
| TMO Thermo Fisher Scientific Inc. | 0.89% | 7,033 | $3.5M | Reduce -3.7% |
| NEE Nextera Energy Inc. | 0.79% | 35,656 | $3.1M | Add +2.5% |
| HD Home Depot Inc. | 0.73% | 8,136 | $2.9M | Reduce -5.7% |
| ALB Albemarle Corp. | 0.72% | 21,000 | $2.8M | No change |
| EFX Equifax Inc. | 0.71% | 17,600 | $2.8M | Reduce -23.5% |
| JNJ Johnson & Johnson | 0.71% | 10,973 | $2.8M | Add +6.0% |
| CVX Chevron Corp. | 0.68% | 16,297 | $2.7M | Add +10.7% |
| GEV GE Vernova Inc. | 0.68% | 2,283 | $2.7M | No change |
| GILD Gilead Sciences Inc. | 0.56% | 17,641 | $2.2M | Add +19.2% |
| ABBV Abbvie Inc. | 0.55% | 8,555 | $2.2M | Reduce -4.7% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.54% | 42,050 | $2.1M | New |
| CL Colgate-Palmolive Co. | 0.52% | 22,305 | $2.0M | No change |
| ORCL Oracle Corp. | 0.44% | 11,872 | $1.7M | No change |
| MRK Merck & Co. Inc. | 0.42% | 13,038 | $1.7M | Add +18.1% |
| V Visa Inc. Class A | 0.42% | 4,797 | $1.6M | Reduce -7.8% |
| KO The Coca-Cola Co. | 0.40% | 19,300 | $1.6M | No change |
| PFE Pfizer Inc. | 0.39% | 63,859 | $1.5M | No change |
| UNP Union Pacific Corp. | 0.37% | 5,310 | $1.4M | Add +49.2% |
| CMI Cummins Inc. | 0.35% | 1,965 | $1.4M | No change |
| DHR Danaher Corp. | 0.31% | 6,462 | $1.2M | Add +35.7% |
| WFC Wells Fargo & Co. | 0.30% | 14,292 | $1.2M | No change |
| JPM JPMorgan Chase & Co. | 0.29% | 3,507 | $1.1M | Add +53.7% |
| RLY SS Multi-Asset Real Ret ETF | 0.28% | 31,765 | $1.1M | Add +371.3% |
| MA Mastercard Inc. Class A | 0.27% | 2,040 | $1.0M | Add +23.7% |
| APH Amphenol Corp. Class A | 0.25% | 5,675 | $1.0M | Add +1.3% |
| BMY Bristol-Myers Squibb Co. | 0.24% | 16,438 | $947K | Add +1.2% |
| PANW Palo Alto Networks Inc. | 0.23% | 2,699 | $920K | Add +428.2% |
| SBUX Starbucks Corp. | 0.22% | 8,580 | $877K | Reduce -19.6% |
| SCHV Schwab US Large-Cap Value | 0.21% | 23,700 | $825K | Reduce -39.9% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.20% | 1,056 | $806K | Add +42.1% |
| BE Bloom Energy Corp. Class A | 0.20% | 2,557 | $774K | Add +195.6% |
| QCOM Qualcomm Inc. | 0.19% | 4,144 | $766K | Reduce -8.3% |
| MPWR Monolithic Power Systems Inc. | 0.19% | 549 | $759K | Reduce -0.2% |
| LNG Cheniere Energy Inc. | 0.19% | 3,074 | $735K | Add +39.0% |
| WM Waste Management Inc. | 0.18% | 3,200 | $713K | Reduce -35.0% |
| AMGN Amgen Inc. | 0.17% | 1,800 | $652K | No change |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.16% | 323 | $643K | Reduce -12.2% |
| VLTO Veralto Corp. | 0.16% | 6,983 | $619K | No change |
| ETN Eaton Corp. PLC | 0.14% | 1,333 | $568K | Add +194.3% |
| GLD SPDR Gold Shares | 0.14% | 1,485 | $547K | Reduce -7.8% |
| MCHP Microchip Technology Inc. | 0.13% | 5,750 | $524K | New |
| EMR Emerson Electric Co. | 0.12% | 3,400 | $487K | No change |
| TXN Texas Instruments Inc. | 0.12% | 1,560 | $465K | Add +122.9% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.12% | 3,060 | $464K | Reduce -7.3% |
| ECL Ecolab Inc. | 0.11% | 1,605 | $447K | Reduce -16.8% |
| LIN Linde PLC | 0.10% | 768 | $399K | No change |
| PGR Progressive Corp. | 0.10% | 1,816 | $397K | No change |
| GD General Dynamics Corp. | 0.09% | 1,000 | $354K | No change |
| IONQ Ionq Inc. | 0.09% | 6,500 | $346K | Add +550.0% |
| META Meta Platforms Inc. Class A | 0.09% | 610 | $344K | Add +190.5% |
| MPLX MPLX LP | 0.08% | 5,500 | $310K | New |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.08% | 3,130 | $301K | Reduce -72.2% |
| ARES Ares Management Corp. Class A | 0.07% | 2,635 | $293K | New |
| PEP Pepsico Inc. | 0.07% | 2,108 | $285K | Reduce -19.2% |
| COP Conocophillips | 0.07% | 2,745 | $285K | New |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.07% | 1,000 | $281K | No change |
| IEFA iShares Core MSCI Eafe ETF | 0.07% | 2,797 | $270K | No change |
| WAB Wabtec Corp. | 0.07% | 1,000 | $270K | No change |
| PL Planet Labs PBC | 0.07% | 7,900 | $262K | New |
| OXY Occidental Petroleum Corp. | 0.07% | 5,325 | $259K | New |
| VTEC Vanguard Ca Tax-Ex Bond | 0.06% | 2,500 | $252K | Reduce -16.7% |
| MS Morgan Stanley | 0.06% | 1,175 | $246K | New |
| SCHW Schwab (charles) Corp. | 0.06% | 2,600 | $240K | Add +271.4% |
| CMG Chipotle Mexican Grill Inc. | 0.06% | 6,830 | $232K | Reduce -4.5% |
| LLY Eli Lilly & Co. | 0.06% | 191 | $229K | Reduce -13.6% |
| UBER Uber Technologies Inc. | 0.05% | 3,000 | $216K | No change |
| VLO Valero Energy Corp. | 0.05% | 800 | $208K | No change |
| VOO Vanguard S&P 500 ETF | 0.05% | 296 | $203K | No change |
| A Agilent Technologies Inc. | 0.05% | 1,525 | $203K | New |
| AZN Astrazeneca PLC | 0.05% | 1,050 | $199K | New |
| DUK Duke Energy Corp. | 0.05% | 1,540 | $195K | Add +13.4% |
Portfolio Sells Q1 2026 → Q2 2026
| PG The Procter & Gamble Co. | Reduce -3.6% | 4.69% | −1.01 |
| BABA Alibaba Group Holding-SP ADR | Reduce -11.0% | 1.21% | −0.91 |
| QXO Qxo Inc. | Sold out | 0.00% | −0.75 |
| COST Costco Wholesale Corp. | Reduce -0.8% | 2.47% | −0.69 |
| EFX Equifax Inc. | Reduce -23.5% | 0.71% | −0.54 |
| PHM Pultegroup Inc. | Sold out | 0.00% | −0.42 |
| DIS The Walt Disney Co. | Reduce -72.2% | 0.08% | −0.25 |
| TMO Thermo Fisher Scientific Inc. | Reduce -3.7% | 0.89% | −0.19 |
| WM Waste Management Inc. | Reduce -35.0% | 0.18% | −0.16 |
| SCHV Schwab US Large-Cap Value | Reduce -39.9% | 0.21% | −0.15 |
| ABT Abbott Laboratories | Sold out | 0.00% | −0.15 |
| HD Home Depot Inc. | Reduce -5.7% | 0.73% | −0.13 |
| CRM Salesforce Inc. | Reduce -82.5% | 0.02% | −0.12 |
| AMT American Tower Corp. | Reduce -73.1% | 0.03% | −0.12 |
| BA The Boeing Co. | Reduce -0.2% | 0.99% | −0.09 |
| GEHC GE Healthcare Technology | Sold out | 0.00% | −0.08 |
| GLD SPDR Gold Shares | Reduce -7.8% | 0.14% | −0.07 |
| SBUX Starbucks Corp. | Reduce -19.6% | 0.22% | −0.07 |
| FBIN Fortune Brands Innovations I | Sold out | 0.00% | −0.06 |
| ACN Accenture PLC Class A | Sold out | 0.00% | −0.06 |
| V Visa Inc. Class A | Reduce -7.8% | 0.42% | −0.06 |
| PEP Pepsico Inc. | Reduce -19.2% | 0.07% | −0.05 |
| ABBV Abbvie Inc. | Reduce -4.7% | 0.55% | −0.04 |
| DMY TECHNOLOGY GROUP INC IV | Sold out | 0.00% | −0.04 |
| ECL Ecolab Inc. | Reduce -16.8% | 0.11% | −0.04 |
| TJX TJX Companies Inc. | Reduce -7.3% | 0.12% | −0.04 |
| AVGO Broadcom Inc. | Reduce -4.3% | 2.25% | −0.04 |
| MRSH Marsh & McLennan Cos | Sold out | 0.00% | −0.04 |
| ALGN Align Technology Inc. | Sold out | 0.00% | −0.04 |
| ZTS Zoetis Inc. | Sold out | 0.00% | −0.03 |
| COF Capital One Financial Corp. | Sold out | 0.00% | −0.03 |
| CME Cme Group Inc. | Sold out | 0.00% | −0.03 |
| VTEC Vanguard Ca Tax-Ex Bond | Reduce -16.7% | 0.06% | −0.03 |
| ADP Automatic Data Processing | Sold out | 0.00% | −0.03 |
| TRMB Trimble Inc. | Sold out | 0.00% | −0.01 |
| AGG iShares Core U.S. Aggregate | Sold out | 0.00% | −0.01 |
| FUTY Fidelity MSCI US Utilities | Sold out | 0.00% | −0.01 |
| CMG Chipotle Mexican Grill Inc. | Reduce -4.5% | 0.06% | −0.01 |
| SLB SLB Ltd. | Sold out | 0.00% | −0.01 |
| ANET Arista Networks Inc. | Sold out | 0.00% | −0.01 |
| VEA Vanguard Ftse Developed ETF | Reduce -7.8% | 0.03% | −0.01 |
| LLY Eli Lilly & Co. | Reduce -13.6% | 0.06% | −0.00 |
| MPWR Monolithic Power Systems Inc. | Reduce -0.2% | 0.19% | +0.01 |
| ASML ASML Holding NV-NY Reg SHS | Reduce -12.2% | 0.16% | +0.02 |
| QCOM Qualcomm Inc. | Reduce -8.3% | 0.19% | +0.02 |
| GOOGL Alphabet Inc. Class A | Reduce -1.7% | 1.19% | +0.03 |
| MDB Mongodb Inc. | Reduce -6.5% | 1.22% | +0.09 |
| CAT Caterpillar Inc. | Reduce -1.4% | 5.52% | +1.09 |
Portfolio Buys Q1 2026 → Q2 2026
| FTNT Fortinet Inc. | Add +1.6% | 4.11% | +1.55 |
| FLOT iShares Floating Rate Bond E | New | 1.13% | +1.13 |
| MELI MercadoLibre Inc. | Add +63.8% | 4.01% | +1.04 |
| HIMX Himax Technologies Inc.-ADR | New | 0.97% | +0.97 |
| GOOG Alphabet Inc. Class C | Add +18.8% | 4.34% | +0.81 |
| TSM Taiwan Semiconductor-SP ADR | Add +0.4% | 4.47% | +0.72 |
| VTEB Vanguard Tax-Exempt Bond ETF | New | 0.54% | +0.54 |
| MNST Monster Beverage Corp. | Add +11.5% | 2.01% | +0.39 |
| NVDA Nvidia Corp. | Add +22.6% | 2.51% | +0.39 |
| NVO Novo-Nordisk A/S-Spons ADR | Add +3.2% | 2.95% | +0.34 |
| NOW ServiceNow Inc. | Add +48.0% | 1.51% | +0.23 |
| PANW Palo Alto Networks Inc. | Add +428.2% | 0.23% | +0.21 |
| RLY SS Multi-Asset Real Ret ETF | Add +371.3% | 0.28% | +0.20 |
| BE Bloom Energy Corp. Class A | Add +195.6% | 0.20% | +0.16 |
| MCHP Microchip Technology Inc. | New | 0.13% | +0.13 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +42.1% | 0.20% | +0.12 |
| UNP Union Pacific Corp. | Add +49.2% | 0.37% | +0.11 |
| ETN Eaton Corp. PLC | Add +194.3% | 0.14% | +0.10 |
| JPM JPMorgan Chase & Co. | Add +53.7% | 0.29% | +0.09 |
| AFL Aflac Inc. | Add +22.6% | 0.91% | +0.08 |
| IONQ Ionq Inc. | Add +550.0% | 0.09% | +0.08 |
| MPLX MPLX LP | New | 0.08% | +0.08 |
| TXN Texas Instruments Inc. | Add +122.9% | 0.12% | +0.08 |
| ARES Ares Management Corp. Class A | New | 0.07% | +0.07 |
| COP Conocophillips | New | 0.07% | +0.07 |
| PL Planet Labs PBC | New | 0.07% | +0.07 |
| OXY Occidental Petroleum Corp. | New | 0.07% | +0.07 |
| MS Morgan Stanley | New | 0.06% | +0.06 |
| A Agilent Technologies Inc. | New | 0.05% | +0.05 |
| META Meta Platforms Inc. Class A | Add +190.5% | 0.09% | +0.05 |
| AZN Astrazeneca PLC | New | 0.05% | +0.05 |
| JBL Jabil Inc. | New | 0.05% | +0.05 |
| NOC Northrop Grumman Corp. | New | 0.05% | +0.05 |
| URI United Rentals Inc. | New | 0.04% | +0.04 |
| SYK Stryker Corp. | New | 0.04% | +0.04 |
| SCHW Schwab (charles) Corp. | Add +271.4% | 0.06% | +0.04 |
| APH Amphenol Corp. Class A | Add +1.3% | 0.25% | +0.04 |
| DHR Danaher Corp. | Add +35.7% | 0.31% | +0.04 |
| NI Nisource Inc. | New | 0.04% | +0.04 |
| WMT Walmart Inc. | New | 0.03% | +0.03 |
| ANET Arista Networks Inc. | New | 0.03% | +0.03 |
| AJG Arthur J Gallagher & Co. | New | 0.03% | +0.03 |
| MRK Merck & Co. Inc. | Add +18.1% | 0.42% | +0.02 |
| IAU iShares Gold Trust | New | 0.02% | +0.02 |
| MCD McDonald's Corp. | New | 0.02% | +0.02 |
| MA Mastercard Inc. Class A | Add +23.7% | 0.27% | +0.02 |
| HONA Honeywell Aerospace Inc. | Add +363.0% | 0.02% | +0.02 |
| AMZN Amazon.com Inc. | Add +4.4% | 2.65% | +0.01 |
| HON Honeywell International Inc. | Add +363.0% | 0.02% | +0.01 |
| EVRG Evergy Inc. | New | 0.01% | +0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 142 | $394.9M | AAPL, MSFT, CAT, PG, TSM |
| Q1 2026 | 134 | $331.9M | AAPL, MSFT, PG, NFLX, CAT |
| Q4 2025 | 129 | $339.3M | AAPL, MSFT, PG, NFLX, GOOG |
| Q3 2025 | 122 | $345.1M | AAPL, MSFT, PG, NFLX, NVO |
| Q2 2025 | 122 | $317.5M | AAPL, MSFT, NFLX, PG, MELI |
| Q1 2025 | 133 | $298.0M | AAPL, PG, MSFT, NFLX, FTNT |
| Q4 2024 | 142 | $329.0M | AAPL, MSFT, PG, NFLX, TTD |
| Q3 2024 | 127 | $327.7M | AAPL, MSFT, PG, TTD, NFLX |
| Q2 2024 | 131 | $308.1M | AAPL, MSFT, PG, TTD, NFLX |
| Q1 2024 | 125 | $297.5M | AAPL, MSFT, PG, TTD, NFLX |