Knuff & Co LLC

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 9, 2024), Knuff & Co LLC reported 125 stock positions worth $297.5 million. Its top holding was Apple (AAPL) at 9.3% of the portfolio, followed by Microsoft (MSFT, 8.4%) and Procter & Gamble (PG, 7.8%). Compared with Q4 2023, it opened 16 new positions, sold out of 8, added to 29 and reduced 40. The biggest buy was Align Technology (ALGN, shares +722%) and the biggest sale Apple (AAPL, shares −1%).

Most Recent 13F
Q2 2026
Location
FOSTER CITY, CA
CIK
0001768089
Portfolio Value
$297.5M (Q1 2024)
SEC Filing
0001768089-24-000002 ↗ filed May 9, 2024

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $297.5M $297.5M Q1 2024 Q2 2024: $308.1M Q2 2024 Q3 2024: $327.7M Q3 2024 Q4 2024: $329.0M Q4 2024 Q1 2025: $298.0M Q1 2025 Q2 2025: $317.5M Q2 2025 Q3 2025: $345.1M Q3 2025 Q4 2025: $339.3M Q4 2025 Q1 2026: $331.9M Q1 2026 Q2 2026: $394.9M Q2 2026

Holdings 125 stocks · $297.5M
AAPL Apple Inc. 9.32% 161,650 $27.7M Reduce -0.7%
MSFT Microsoft Corp. 8.44% 59,696 $25.1M Add +0.2%
PG The Procter & Gamble Co. 7.78% 142,643 $23.1M Reduce -1.4%
TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC 3.92% 133,429 $11.7M Reduce -1.6%
NFLX Netflix Inc. 3.80% 18,616 $11.3M Reduce -3.1%
FTNT Fortinet Inc. 2.77% 120,815 $8.3M Reduce -1.6%
GOOG Alphabet Inc. Class C 2.65% 51,725 $7.9M Add +0.0%
CAT Caterpillar Inc. 2.60% 21,107 $7.7M Reduce -0.2%
XOM Exxon Mobil Corp. 2.59% 66,313 $7.7M Reduce -1.5%
AMZN Amazon.com Inc. 2.58% 42,634 $7.7M Add +1.6%
COST Costco Wholesale Corp. 2.56% 10,410 $7.6M Reduce -1.6%
EFX Equifax Inc. 2.45% 27,300 $7.3M Reduce -2.1%
MELI MercadoLibre Inc. 2.37% 4,657 $7.0M Add +4.7%
TMO Thermo Fisher Scientific Inc. 2.16% 11,057 $6.4M Reduce -3.6%
BRK.B Berkshire Hathaway Inc. Class B 2.09% 14,808 $6.2M Reduce -1.4%
VRTX Vertex Pharmaceuticals Inc. 2.02% 14,350 $6.0M Add +1.2%
NVDA Nvidia Corp. 1.74% 5,716 $5.2M No change
ALB Albemarle Corp. 1.65% 37,192 $4.9M Reduce -16.7%
DXCM Dexcom Inc. 1.55% 33,256 $4.6M Reduce -2.4%
MNST Monster Beverage Corp. 1.52% 76,320 $4.5M No change
ALGN Align Technology Inc. 1.52% 13,794 $4.5M Add +722.0%
AMT American Tower Corp. 1.43% 21,545 $4.3M Reduce -4.3%
AVGO Broadcom Inc. 1.20% 2,693 $3.6M Reduce -3.8%
TSM Taiwan Semiconductor-SP ADR 1.19% 26,102 $3.6M No change
BA The Boeing Co. 1.18% 18,160 $3.5M Reduce -0.6%
MCHP Microchip Technology Inc. 1.13% 37,432 $3.4M Add +5.6%
HD Home Depot Inc. 1.12% 8,651 $3.3M Reduce -0.6%
DE Deere & Co. 1.11% 8,054 $3.3M Reduce -7.4%
QCOM Qualcomm Inc. 1.08% 18,957 $3.2M Add +3.3%
DIS The Walt Disney Co. filed as DISNEY WALT CO 1.07% 25,957 $3.2M Add +8.8%
SWKS Skyworks Solutions Inc. 1.05% 28,934 $3.1M Add +3.3%
BABA Alibaba Group Holding-SP ADR 1.01% 41,364 $3.0M Reduce -2.4%
NKE Nike Inc. Class B 0.80% 25,347 $2.4M No change
CVX Chevron Corp. 0.78% 14,659 $2.3M Add +14.9%
NEE Nextera Energy Inc. 0.77% 35,796 $2.3M Reduce -25.7%
AXP American Express Co. 0.74% 9,650 $2.2M No change
AFL Aflac Inc. 0.73% 25,425 $2.2M No change
CL Colgate-Palmolive Co. 0.72% 23,805 $2.1M Add +14.4%
DHR Danaher Corp. 0.69% 8,190 $2.0M Reduce -1.3%
GE General Electric 0.68% 11,588 $2.0M Add +2.7%
GOOGL Alphabet Inc. Class A 0.67% 13,260 $2.0M Reduce -2.6%
PFE Pfizer Inc. 0.61% 65,559 $1.8M No change
MRK Merck & Co. Inc. 0.54% 12,270 $1.6M No change
JNJ Johnson & Johnson 0.50% 9,402 $1.5M Add +25.5%
V Visa Inc. Class A 0.49% 5,260 $1.5M Add +74.8%
ABBV Abbvie Inc. 0.49% 8,025 $1.5M No change
UNP Union Pacific Corp. 0.47% 5,694 $1.4M Add +54.1%
PEP Pepsico Inc. 0.47% 7,975 $1.4M Reduce -2.0%
GILD Gilead Sciences Inc. 0.46% 18,571 $1.4M Reduce -2.6%
KO The Coca-Cola Co. 0.44% 21,605 $1.3M Reduce -0.6%
ABT Abbott Laboratories 0.39% 10,172 $1.2M No change
FIS Fidelity National Info Serv 0.38% 15,233 $1.1M No change
ETSY Etsy Inc. 0.38% 16,405 $1.1M Reduce -1.7%
GS Goldman Sachs Group Inc. 0.38% 2,693 $1.1M Add +4.3%
ORCL Oracle Corp. 0.35% 8,252 $1.0M No change
WFC Wells Fargo & Co. 0.34% 17,304 $1.0M Add +30.1%
PYPL PayPal Holdings Inc. 0.30% 13,500 $904K Reduce -69.4%
CRM Salesforce Inc. 0.30% 2,940 $885K Add +15.8%
SBUX Starbucks Corp. 0.30% 9,687 $885K Add +18.1%
INTC Intel Corp. 0.29% 19,643 $868K Reduce -13.3%
MA Mastercard Inc. Class A 0.28% 1,740 $838K No change
GEHC GE Healthcare Technology 0.28% 9,212 $837K Add +1.1%
CMI Cummins Inc. 0.22% 2,213 $652K Add +78.8%
FBIN Fortune Brands Innovations I 0.21% 7,322 $620K Add +37.6%
LLY Eli Lilly & Co. 0.20% 767 $597K No change
MRNA Moderna Inc. 0.20% 5,491 $585K Reduce -34.5%
BMY Bristol-Myers Squibb Co. 0.19% 10,398 $564K Reduce -3.7%
ADBE Adobe Inc. 0.18% 1,074 $542K Reduce -4.5%
SLB SLB Ltd. filed as SCHLUMBERGER LTD 0.18% 9,855 $540K Add +58.4%
AMGN Amgen Inc. 0.16% 1,700 $483K Add +750.0%
JPM JPMorgan Chase & Co. 0.15% 2,202 $441K No change
MPWR Monolithic Power Systems Inc. 0.15% 648 $439K No change
CMG Chipotle Mexican Grill Inc. 0.14% 144 $419K No change
ZTS Zoetis Inc. 0.13% 2,340 $396K Add +178.6%
PGR Progressive Corp. 0.13% 1,816 $376K No change
VLTO Veralto Corp. 0.12% 3,927 $348K Add +271.9%
NOW ServiceNow Inc. 0.11% 425 $324K No change
PXD Pioneer Natural Resources Co. 0.11% 1,200 $315K Reduce -64.4%
STZ Constellation Brands Inc. Class A 0.10% 1,116 $303K Reduce -2.6%
TXN Texas Instruments Inc. 0.10% 1,702 $297K Reduce -36.3%
GD General Dynamics Corp. 0.10% 1,000 $282K New
AGG iShares Core U.S. Aggregate 0.09% 2,600 $255K No change
ELF Elf Beauty Inc. 0.08% 1,282 $251K New
LOW Lowe's Cos Inc. 0.08% 949 $242K No change
WM Waste Management Inc. 0.07% 1,000 $213K Reduce -20.0%
GLD SPDR Gold Shares 0.07% 1,000 $206K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.06% 1,000 $191K New
HON Honeywell International Inc. 0.06% 912 $187K Add +463.0%
UBER Uber Technologies Inc. 0.06% 2,375 $183K New
PAYC Paycom Software Inc. 0.06% 910 $181K Add +48.5%
ODD Oddity Tech Ltd. Class A 0.05% 3,503 $152K New
DEO Diageo PLC-Sponsored ADR 0.05% 1,000 $149K New
WAB Wabtec Corp. 0.05% 1,000 $146K New
DUK Duke Energy Corp. 0.04% 1,358 $131K Reduce -13.3%
MS Morgan Stanley 0.04% 1,370 $129K No change
GTX Garrett Motion Inc. 0.04% 12,887 $128K Reduce -41.4%
SJM The JM Smucker Co. filed as SMUCKER J M CO 0.04% 1,001 $126K No change
LIN Linde PLC 0.04% 250 $116K No change
ADP Automatic Data Processing 0.03% 413 $103K No change
PHM Pultegroup Inc. 0.03% 800 $96K New

Show all 125 holdings

Portfolio Sells Q4 2023 → Q1 2024
AAPL Apple Inc. Reduce -0.7% 9.32% −2.11
ALB Albemarle Corp. Reduce -16.7% 1.65% −0.70
PYPL PayPal Holdings Inc. Reduce -69.4% 0.30% −0.68
BA The Boeing Co. Reduce -0.6% 1.18% −0.56
AMT American Tower Corp. Reduce -4.3% 1.43% −0.34
NEE Nextera Energy Inc. Reduce -25.7% 0.77% −0.30
BABA Alibaba Group Holding-SP ADR Reduce -2.4% 1.01% −0.19
VFC VF Corp. Sold out 0.00% −0.18
PXD Pioneer Natural Resources Co. Reduce -64.4% 0.11% −0.17
DE Deere & Co. Reduce -7.4% 1.11% −0.16
INTC Intel Corp. Reduce -13.3% 0.29% −0.12
ETSY Etsy Inc. Reduce -1.7% 0.38% −0.11
MRNA Moderna Inc. Reduce -34.5% 0.20% −0.11
GILD Gilead Sciences Inc. Reduce -2.6% 0.46% −0.11
UPS United Parcel Service Class B Sold out 0.00% −0.10
KVUE Kenvue Inc. Sold out 0.00% −0.07
TXN Texas Instruments Inc. Reduce -36.3% 0.10% −0.07
ADBE Adobe Inc. Reduce -4.5% 0.18% −0.06
EFX Equifax Inc. Reduce -2.1% 2.45% −0.06
TMO Thermo Fisher Scientific Inc. Reduce -3.6% 2.16% −0.06
ES Eversource Energy Sold out 0.00% −0.05
GTX Garrett Motion Inc. Reduce -41.4% 0.04% −0.03
PEP Pepsico Inc. Reduce -2.0% 0.47% −0.03
KO The Coca-Cola Co. Reduce -0.6% 0.44% −0.02
GOOGL Alphabet Inc. Class A Reduce -2.6% 0.67% −0.02
TGT Target Corp. Sold out 0.00% −0.02
BMY Bristol-Myers Squibb Co. Reduce -3.7% 0.19% −0.01
DHR Danaher Corp. Reduce -1.3% 0.69% −0.01
DUK Duke Energy Corp. Reduce -13.3% 0.04% −0.01
PLD Prologis Inc. Reduce -18.8% 0.03% −0.01
WM Waste Management Inc. Reduce -20.0% 0.07% −0.01
XLK SS Technology Select Sector Reduce -27.8% 0.02% −0.01
AZN Astrazeneca PLC-Spons ADR Sold out 0.00% −0.01
CSCO Cisco Systems Inc. Sold out 0.00% −0.01
CP Canadian Pacific Kansas City Reduce -18.5% 0.02% −0.00
UNH Unitedhealth Group Inc. Sold out 0.00% −0.00
STZ Constellation Brands Inc. Class A Reduce -2.6% 0.10% +0.00
DXCM Dexcom Inc. Reduce -2.4% 1.55% +0.01
HD Home Depot Inc. Reduce -0.6% 1.12% +0.02
COST Costco Wholesale Corp. Reduce -1.6% 2.56% +0.02
PG The Procter & Gamble Co. Reduce -1.4% 7.78% +0.05
AVGO Broadcom Inc. Reduce -3.8% 1.20% +0.06
XOM Exxon Mobil Corp. Reduce -1.5% 2.59% +0.14
BRK.B Berkshire Hathaway Inc. Class B Reduce -1.4% 2.09% +0.14
FTNT Fortinet Inc. Reduce -1.6% 2.77% +0.15
CAT Caterpillar Inc. Reduce -0.2% 2.60% +0.32
TTD Trade Desk Inc./the Class A Reduce -1.6% 3.92% +0.36
NFLX Netflix Inc. Reduce -3.1% 3.80% +0.39

Portfolio Buys Q4 2023 → Q1 2024
ALGN Align Technology Inc. Add +722.0% 1.52% +1.35
DIS The Walt Disney Co. Add +8.8% 1.07% +0.28
MSFT Microsoft Corp. Add +0.2% 8.44% +0.28
AMZN Amazon.com Inc. Add +1.6% 2.58% +0.26
V Visa Inc. Class A Add +74.8% 0.49% +0.21
GE General Electric Add +2.7% 0.68% +0.16
AMGN Amgen Inc. Add +750.0% 0.16% +0.14
UNP Union Pacific Corp. Add +54.1% 0.47% +0.14
CL Colgate-Palmolive Co. Add +14.4% 0.72% +0.12
QCOM Qualcomm Inc. Add +3.3% 1.08% +0.11
CMI Cummins Inc. Add +78.8% 0.22% +0.11
WFC Wells Fargo & Co. Add +30.1% 0.34% +0.10
GD General Dynamics Corp. New 0.10% +0.10
VLTO Veralto Corp. Add +271.9% 0.12% +0.09
ELF Elf Beauty Inc. New 0.08% +0.08
CVX Chevron Corp. Add +14.9% 0.78% +0.08
ZTS Zoetis Inc. Add +178.6% 0.13% +0.07
JNJ Johnson & Johnson Add +25.5% 0.50% +0.07
IBM Intl Business Machines Corp. New 0.06% +0.06
SLB SLB Ltd. Add +58.4% 0.18% +0.06
UBER Uber Technologies Inc. New 0.06% +0.06
FBIN Fortune Brands Innovations I Add +37.6% 0.21% +0.06
CRM Salesforce Inc. Add +15.8% 0.30% +0.05
ODD Oddity Tech Ltd. Class A New 0.05% +0.05
HON Honeywell International Inc. Add +463.0% 0.06% +0.05
DEO Diageo PLC-Sponsored ADR New 0.05% +0.05
WAB Wabtec Corp. New 0.05% +0.05
PHM Pultegroup Inc. New 0.03% +0.03
GEHC GE Healthcare Technology Add +1.1% 0.28% +0.02
ENB Enbridge Inc. New 0.02% +0.02
IFF Intl Flavors & Fragrances New 0.02% +0.02
GS Goldman Sachs Group Inc. Add +4.3% 0.38% +0.02
PAYC Paycom Software Inc. Add +48.5% 0.06% +0.01
COHR Coherent Corp. New 0.01% +0.01
MBC Masterbrand Inc. New 0.01% +0.01
SBUX Starbucks Corp. Add +18.1% 0.30% +0.01
AMBA Ambarella Inc. New 0.01% +0.01
NVO Novo-Nordisk A/S-Spons ADR New 0.00% +0.00
KD Kyndryl Holdings Inc. New 0.00% +0.00
REZI Resideo Technologies Inc. New 0.00% +0.00
GOOG Alphabet Inc. Class C Add +0.0% 2.65% −0.01
MCHP Microchip Technology Inc. Add +5.6% 1.13% −0.04
VRTX Vertex Pharmaceuticals Inc. Add +1.2% 2.02% −0.09
SWKS Skyworks Solutions Inc. Add +3.3% 1.05% −0.09
MELI MercadoLibre Inc. Add +4.7% 2.37% −0.18

Options Activity Q4 2023 → Q1 2024
TTD Trade Desk Inc./the Class A call Sold out 5,000 $38Kbefore exit

Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 142$394.9MAAPL, MSFT, CAT, PG, TSM
Q1 2026 134$331.9MAAPL, MSFT, PG, NFLX, CAT
Q4 2025 129$339.3MAAPL, MSFT, PG, NFLX, GOOG
Q3 2025 122$345.1MAAPL, MSFT, PG, NFLX, NVO
Q2 2025 122$317.5MAAPL, MSFT, NFLX, PG, MELI
Q1 2025 133$298.0MAAPL, PG, MSFT, NFLX, FTNT
Q4 2024 142$329.0MAAPL, MSFT, PG, NFLX, TTD
Q3 2024 127$327.7MAAPL, MSFT, PG, TTD, NFLX
Q2 2024 131$308.1MAAPL, MSFT, PG, TTD, NFLX
Q1 2024 125$297.5MAAPL, MSFT, PG, TTD, NFLX