Knuff & Co LLC

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 1, 2024), Knuff & Co LLC reported 131 stock positions worth $308.1 million. Its top holding was Apple (AAPL) at 11.5% of the portfolio, followed by Microsoft (MSFT, 8.6%) and Procter & Gamble (PG, 7.5%). Compared with Q1 2024, it opened 7 new positions, sold out of 2, added to 14 and reduced 48. The biggest buy was Apple (AAPL, shares +4%) and the biggest sale Align Technology (ALGN, shares −13%).

Most Recent 13F
Q2 2026
Location
FOSTER CITY, CA
CIK
0001768089
Portfolio Value
$308.1M (Q2 2024)
SEC Filing
0001768089-24-000003 ↗ filed Aug 1, 2024

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $297.5M Q1 2024 Q2 2024: $308.1M $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 131 stocks · $308.1M
AAPL Apple Inc. 11.46% 167,660 $35.3M Add +3.7%
MSFT Microsoft Corp. 8.62% 59,456 $26.6M Reduce -0.4%
PG The Procter & Gamble Co. 7.50% 140,028 $23.1M Reduce -1.8%
TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC 4.04% 127,589 $12.5M Reduce -4.4%
NFLX Netflix Inc. 3.92% 17,882 $12.1M Reduce -3.9%
GOOG Alphabet Inc. Class C 3.04% 51,125 $9.4M Reduce -1.2%
COST Costco Wholesale Corp. 2.86% 10,359 $8.8M Reduce -0.5%
AMZN Amazon.com Inc. 2.66% 42,334 $8.2M Reduce -0.7%
MELI MercadoLibre Inc. 2.50% 4,679 $7.7M Add +0.5%
XOM Exxon Mobil Corp. 2.48% 66,313 $7.6M No change
FTNT Fortinet Inc. 2.32% 118,840 $7.2M Reduce -1.6%
CAT Caterpillar Inc. 2.28% 21,107 $7.0M No change
VRTX Vertex Pharmaceuticals Inc. 2.18% 14,343 $6.7M Reduce -0.1%
NVDA Nvidia Corp. 2.15% 53,660 $6.6M Reduce -6.1%
EFX Equifax Inc. 2.08% 26,400 $6.4M Reduce -3.3%
BRK.B Berkshire Hathaway Inc. Class B 1.96% 14,841 $6.0M Add +0.2%
TMO Thermo Fisher Scientific Inc. 1.91% 10,633 $5.9M Reduce -3.8%
TSM Taiwan Semiconductor-SP ADR 1.47% 26,052 $4.5M Reduce -0.2%
AVGO Broadcom Inc. 1.40% 2,693 $4.3M No change
AMT American Tower Corp. 1.36% 21,562 $4.2M Add +0.1%
MNST Monster Beverage Corp. 1.24% 76,320 $3.8M No change
QCOM Qualcomm Inc. 1.18% 18,307 $3.6M Reduce -3.4%
DXCM Dexcom Inc. 1.12% 30,318 $3.4M Reduce -8.8%
MCHP Microchip Technology Inc. 1.11% 37,432 $3.4M No change
ALB Albemarle Corp. 1.09% 35,237 $3.4M Reduce -5.3%
BA The Boeing Co. 1.07% 18,160 $3.3M No change
BABA Alibaba Group Holding-SP ADR 1.06% 45,554 $3.3M Add +10.1%
DE Deere & Co. 0.97% 8,023 $3.0M Reduce -0.4%
HD Home Depot Inc. 0.96% 8,576 $3.0M Reduce -0.9%
SWKS Skyworks Solutions Inc. 0.94% 27,209 $2.9M Reduce -6.0%
ALGN Align Technology Inc. 0.94% 11,959 $2.9M Reduce -13.3%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.82% 25,362 $2.5M Reduce -2.3%
GOOGL Alphabet Inc. Class A 0.78% 13,185 $2.4M Reduce -0.6%
NEE Nextera Energy Inc. 0.75% 32,796 $2.3M Reduce -8.4%
CL Colgate-Palmolive Co. 0.75% 23,805 $2.3M No change
CVX Chevron Corp. 0.74% 14,534 $2.3M Reduce -0.8%
AFL Aflac Inc. 0.74% 25,425 $2.3M No change
AXP American Express Co. 0.73% 9,650 $2.2M No change
DHR Danaher Corp. 0.66% 8,190 $2.0M No change
NKE Nike Inc. Class B 0.61% 24,802 $1.9M Reduce -2.1%
PFE Pfizer Inc. 0.59% 64,759 $1.8M Reduce -1.2%
GE General Electric filed as GE AEROSPACE 0.53% 10,288 $1.6M Reduce -11.2%
MRK Merck & Co. Inc. 0.49% 12,220 $1.5M Reduce -0.4%
V Visa Inc. Class A 0.45% 5,260 $1.4M No change
JNJ Johnson & Johnson 0.45% 9,402 $1.4M No change
KO The Coca-Cola Co. 0.44% 21,300 $1.4M Reduce -1.4%
ABBV Abbvie Inc. 0.44% 7,875 $1.4M Reduce -1.9%
UNP Union Pacific Corp. 0.42% 5,694 $1.3M No change
PEP Pepsico Inc. 0.41% 7,671 $1.3M Reduce -3.8%
GS Goldman Sachs Group Inc. 0.40% 2,693 $1.2M No change
ORCL Oracle Corp. 0.38% 8,252 $1.2M No change
FIS Fidelity National Info Serv 0.35% 14,400 $1.1M Reduce -5.5%
SCHV Schwab US Large-Cap Value 0.34% 14,016 $1.0M New
ABT Abbott Laboratories 0.33% 9,797 $1.0M Reduce -3.7%
WFC Wells Fargo & Co. 0.32% 16,692 $991K Reduce -3.5%
GILD Gilead Sciences Inc. 0.29% 13,246 $909K Reduce -28.7%
LLY Eli Lilly & Co. 0.27% 920 $833K Add +19.9%
ETSY Etsy Inc. 0.26% 13,634 $804K Reduce -16.9%
FLOT iShares Floating Rate Bond E 0.26% 15,500 $792K New
MA Mastercard Inc. Class A 0.25% 1,740 $768K No change
CMG Chipotle Mexican Grill Inc. 0.25% 12,200 $764K Add +69.4%
CRM Salesforce Inc. 0.25% 2,940 $756K No change
MGC Vngrd Mrngstr MG Cap ETF-Usd 0.24% 3,747 $739K New
SBUX Starbucks Corp. 0.23% 9,090 $708K Reduce -6.2%
GEHC GE Healthcare Technology 0.22% 8,714 $679K Reduce -5.4%
ADBE Adobe Inc. 0.20% 1,114 $619K Add +3.7%
CMI Cummins Inc. 0.20% 2,213 $613K No change
INTC Intel Corp. 0.20% 19,643 $608K No change
FBIN Fortune Brands Innovations I 0.18% 8,622 $554K Add +17.8%
MRNA Moderna Inc. 0.17% 4,488 $533K Reduce -18.3%
MPWR Monolithic Power Systems Inc. 0.17% 648 $532K No change
AMGN Amgen Inc. 0.17% 1,700 $531K No change
SCHF Schwab Intl Equity ETF 0.17% 13,356 $513K New
PYPL PayPal Holdings Inc. 0.15% 8,100 $470K Reduce -40.0%
VLTO Veralto Corp. 0.15% 4,847 $463K Add +23.4%
NVO Novo-Nordisk A/S-Spons ADR 0.15% 3,167 $452K Add +4772.3%
JPM JPMorgan Chase & Co. 0.14% 2,202 $445K No change
SCHG Schwab US Large-Cap Growth 0.14% 4,251 $429K New
SLB SLB Ltd. filed as SCHLUMBERGER LTD 0.14% 8,870 $418K Reduce -10.0%
BMY Bristol-Myers Squibb Co. 0.13% 9,888 $411K Reduce -4.9%
ZTS Zoetis Inc. 0.13% 2,340 $406K No change
PGR Progressive Corp. 0.12% 1,816 $377K No change
GEV GE Vernova Inc. 0.11% 2,058 $353K Reduce -29.0%
NOW ServiceNow Inc. 0.11% 425 $334K No change
TXN Texas Instruments Inc. 0.11% 1,702 $331K No change
PHM Pultegroup Inc. 0.10% 2,915 $321K Add +264.4%
GD General Dynamics Corp. 0.09% 1,000 $290K No change
STZ Constellation Brands Inc. Class A 0.09% 1,116 $287K No change
AGG iShares Core U.S. Aggregate 0.08% 2,600 $252K No change
UBER Uber Technologies Inc. 0.08% 3,375 $245K Add +42.1%
ELF Elf Beauty Inc. 0.08% 1,157 $244K Reduce -9.8%
GLD SPDR Gold Shares 0.07% 1,000 $215K No change
WM Waste Management Inc. 0.07% 1,000 $213K No change
GLTR Abrdn Precious Metals Basket 0.07% 2,059 $212K New
LOW Lowe's Cos Inc. 0.07% 949 $209K No change
ODD Oddity Tech Ltd. Class A 0.06% 5,013 $197K Add +43.1%
HON Honeywell International Inc. 0.06% 912 $195K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.06% 1,000 $173K No change
WAB Wabtec Corp. 0.05% 1,000 $158K No change
DUK Duke Energy Corp. 0.04% 1,358 $136K No change

Show all 131 holdings

Portfolio Sells Q1 2024 → Q2 2024
ALGN Align Technology Inc. Reduce -13.3% 0.94% −0.58
ALB Albemarle Corp. Reduce -5.3% 1.09% −0.55
FTNT Fortinet Inc. Reduce -1.6% 2.32% −0.45
DXCM Dexcom Inc. Reduce -8.8% 1.12% −0.43
EFX Equifax Inc. Reduce -3.3% 2.08% −0.38
PG The Procter & Gamble Co. Reduce -1.8% 7.50% −0.28
TMO Thermo Fisher Scientific Inc. Reduce -3.8% 1.91% −0.25
DIS The Walt Disney Co. Reduce -2.3% 0.82% −0.25
NKE Nike Inc. Class B Reduce -2.1% 0.61% −0.19
GILD Gilead Sciences Inc. Reduce -28.7% 0.29% −0.16
HD Home Depot Inc. Reduce -0.9% 0.96% −0.16
GE General Electric Reduce -11.2% 0.53% −0.15
PYPL PayPal Holdings Inc. Reduce -40.0% 0.15% −0.15
DE Deere & Co. Reduce -0.4% 0.97% −0.14
ETSY Etsy Inc. Reduce -16.9% 0.26% −0.12
SWKS Skyworks Solutions Inc. Reduce -6.0% 0.94% −0.11
PXD Pioneer Natural Resources Co. Sold out 0.00% −0.11
SBUX Starbucks Corp. Reduce -6.2% 0.23% −0.07
GEHC GE Healthcare Technology Reduce -5.4% 0.22% −0.06
PEP Pepsico Inc. Reduce -3.8% 0.41% −0.06
ABT Abbott Laboratories Reduce -3.7% 0.33% −0.06
BMY Bristol-Myers Squibb Co. Reduce -4.9% 0.13% −0.06
MRK Merck & Co. Inc. Reduce -0.4% 0.49% −0.05
ABBV Abbvie Inc. Reduce -1.9% 0.44% −0.05
GEV GE Vernova Inc. Reduce -29.0% 0.11% −0.05
SLB SLB Ltd. Reduce -10.0% 0.14% −0.05
PAYC Paycom Software Inc. Reduce -54.6% 0.02% −0.04
CVX Chevron Corp. Reduce -0.8% 0.74% −0.04
FIS Fidelity National Info Serv Reduce -5.5% 0.35% −0.03
GTX Garrett Motion Inc. Reduce -50.4% 0.02% −0.03
MRNA Moderna Inc. Reduce -18.3% 0.17% −0.02
PFE Pfizer Inc. Reduce -1.2% 0.59% −0.02
WFC Wells Fargo & Co. Reduce -3.5% 0.32% −0.02
NEE Nextera Energy Inc. Reduce -8.4% 0.75% −0.02
MCD McDonald's Corp. Sold out 0.00% −0.01
ELF Elf Beauty Inc. Reduce -9.8% 0.08% −0.01
KO The Coca-Cola Co. Reduce -1.4% 0.44% −0.00
XLV SS Health Care Select Sector Reduce -10.0% 0.02% −0.00
MS Morgan Stanley Reduce -7.3% 0.04% −0.00
AMZN Amazon.com Inc. Reduce -0.7% 2.66% +0.07
QCOM Qualcomm Inc. Reduce -3.4% 1.18% +0.10
GOOGL Alphabet Inc. Class A Reduce -0.6% 0.78% +0.11
NFLX Netflix Inc. Reduce -3.9% 3.92% +0.12
TTD Trade Desk Inc./the Class A Reduce -4.4% 4.04% +0.12
VRTX Vertex Pharmaceuticals Inc. Reduce -0.1% 2.18% +0.17
MSFT Microsoft Corp. Reduce -0.4% 8.62% +0.18
TSM Taiwan Semiconductor-SP ADR Reduce -0.2% 1.47% +0.28
COST Costco Wholesale Corp. Reduce -0.5% 2.86% +0.29
GOOG Alphabet Inc. Class C Reduce -1.2% 3.04% +0.40
NVDA Nvidia Corp. Reduce -6.1% 2.15% +0.42

Portfolio Buys Q1 2024 → Q2 2024
AAPL Apple Inc. Add +3.7% 11.46% +2.14
SCHV Schwab US Large-Cap Value New 0.34% +0.34
FLOT iShares Floating Rate Bond E New 0.26% +0.26
MGC Vngrd Mrngstr MG Cap ETF-Usd New 0.24% +0.24
SCHF Schwab Intl Equity ETF New 0.17% +0.17
NVO Novo-Nordisk A/S-Spons ADR Add +4772.3% 0.15% +0.14
SCHG Schwab US Large-Cap Growth New 0.14% +0.14
MELI MercadoLibre Inc. Add +0.5% 2.50% +0.13
CMG Chipotle Mexican Grill Inc. Add +69.4% 0.25% +0.11
PHM Pultegroup Inc. Add +264.4% 0.10% +0.07
LLY Eli Lilly & Co. Add +19.9% 0.27% +0.07
GLTR Abrdn Precious Metals Basket New 0.07% +0.07
BABA Alibaba Group Holding-SP ADR Add +10.1% 1.06% +0.06
VLTO Veralto Corp. Add +23.4% 0.15% +0.03
ADBE Adobe Inc. Add +3.7% 0.20% +0.02
UBER Uber Technologies Inc. Add +42.1% 0.08% +0.02
ODD Oddity Tech Ltd. Class A Add +43.1% 0.06% +0.01
SCHD Schwab US DVD Equity ETF New 0.00% +0.00
FBIN Fortune Brands Innovations I Add +17.8% 0.18% −0.03
AMT American Tower Corp. Add +0.1% 1.36% −0.07
BRK.B Berkshire Hathaway Inc. Class B Add +0.2% 1.96% −0.13

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