Knuff & Co LLC

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 7, 2024), Knuff & Co LLC reported 127 stock positions worth $327.7 million. Its top holding was Apple (AAPL) at 12.0% of the portfolio, followed by Microsoft (MSFT, 8.0%) and Procter & Gamble (PG, 7.3%). Compared with Q2 2024, it opened 9 new positions, sold out of 13, added to 33 and reduced 37. The biggest buy was Chipotle Mexican Grill (CMG, shares +536%) and the biggest sale an exit from Dexcom (DXCM).

Most Recent 13F
Q2 2026
Location
FOSTER CITY, CA
CIK
0001768089
Portfolio Value
$327.7M (Q3 2024)
SEC Filing
0001768089-24-000006 ↗ filed Nov 7, 2024

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $297.5M Q1 2024 Q2 2024: $308.1M Q2 2024 Q3 2024: $327.7M $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 127 stocks · $327.7M
AAPL Apple Inc. 11.95% 168,077 $39.2M Add +0.3%
MSFT Microsoft Corp. 7.95% 60,573 $26.1M Add +1.9%
PG The Procter & Gamble Co. 7.29% 137,948 $23.9M Reduce -1.5%
TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC 4.19% 125,312 $13.7M Reduce -1.8%
NFLX Netflix Inc. 3.87% 17,858 $12.7M Reduce -0.1%
MELI MercadoLibre Inc. 2.98% 4,764 $9.8M Add +1.8%
FTNT Fortinet Inc. 2.84% 119,840 $9.3M Add +0.8%
COST Costco Wholesale Corp. 2.80% 10,359 $9.2M No change
AMZN Amazon.com Inc. 2.53% 44,503 $8.3M Add +5.1%
CAT Caterpillar Inc. 2.52% 21,107 $8.3M No change
GOOG Alphabet Inc. Class C 2.45% 48,030 $8.0M Reduce -6.0%
EFX Equifax Inc. 2.37% 26,400 $7.8M No change
XOM Exxon Mobil Corp. 2.33% 65,044 $7.6M Reduce -1.9%
BRK.B Berkshire Hathaway Inc. Class B 2.14% 15,241 $7.0M Add +2.7%
NVDA Nvidia Corp. 2.03% 54,770 $6.7M Add +2.1%
VRTX Vertex Pharmaceuticals Inc. 2.01% 14,193 $6.6M Reduce -1.1%
TMO Thermo Fisher Scientific Inc. 1.98% 10,513 $6.5M Reduce -1.1%
AMT American Tower Corp. 1.56% 21,978 $5.1M Add +1.9%
BABA Alibaba Group Holding-SP ADR 1.54% 47,494 $5.0M Add +4.3%
MNST Monster Beverage Corp. 1.51% 94,989 $5.0M Add +24.5%
AVGO Broadcom Inc. 1.42% 26,986 $4.7M Add +0.2%
TSM Taiwan Semiconductor-SP ADR 1.38% 25,977 $4.5M Reduce -0.3%
CMG Chipotle Mexican Grill Inc. 1.37% 77,650 $4.5M Add +536.5%
HD Home Depot Inc. 1.07% 8,676 $3.5M Add +1.2%
DE Deere & Co. 1.02% 7,998 $3.3M Reduce -0.3%
MCHP Microchip Technology Inc. 0.92% 37,432 $3.0M No change
QCOM Qualcomm Inc. 0.91% 17,534 $3.0M Reduce -4.2%
NEE Nextera Energy Inc. 0.89% 34,515 $2.9M Add +5.2%
AFL Aflac Inc. 0.87% 25,425 $2.8M No change
BA The Boeing Co. 0.84% 18,135 $2.8M Reduce -0.1%
ALB Albemarle Corp. 0.83% 28,581 $2.7M Reduce -18.9%
AXP American Express Co. 0.80% 9,650 $2.6M No change
SWKS Skyworks Solutions Inc. 0.80% 26,390 $2.6M Reduce -3.0%
CL Colgate-Palmolive Co. 0.75% 23,805 $2.5M No change
CVX Chevron Corp. 0.71% 15,849 $2.3M Add +9.1%
DHR Danaher Corp. 0.70% 8,258 $2.3M Add +0.8%
NKE Nike Inc. Class B 0.66% 24,527 $2.2M Reduce -1.1%
GOOGL Alphabet Inc. Class A 0.63% 12,504 $2.1M Reduce -5.2%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.59% 20,199 $1.9M Reduce -20.4%
GE General Electric filed as GE AEROSPACE 0.59% 10,288 $1.9M No change
PFE Pfizer Inc. 0.57% 64,558 $1.9M Reduce -0.3%
Sirius Satellite Radio 0.55% 76,330 $1.8M New
ABBV Abbvie Inc. 0.47% 7,775 $1.5M Reduce -1.3%
JNJ Johnson & Johnson 0.47% 9,466 $1.5M Add +0.7%
KO The Coca-Cola Co. 0.47% 21,300 $1.5M No change
V Visa Inc. Class A 0.44% 5,260 $1.4M No change
ORCL Oracle Corp. 0.43% 8,252 $1.4M No change
UNP Union Pacific Corp. 0.43% 5,694 $1.4M No change
ALGN Align Technology Inc. 0.42% 5,468 $1.4M Reduce -54.3%
MRK Merck & Co. Inc. 0.42% 12,120 $1.4M Reduce -0.8%
GS Goldman Sachs Group Inc. 0.41% 2,691 $1.3M Reduce -0.1%
FIS Fidelity National Info Serv 0.37% 14,400 $1.2M No change
PEP Pepsico Inc. 0.36% 6,907 $1.2M Reduce -10.0%
SCHV Schwab US Large-Cap Value 0.34% 13,941 $1.1M Reduce -0.5%
ABT Abbott Laboratories 0.34% 9,797 $1.1M No change
GILD Gilead Sciences Inc. 0.34% 13,276 $1.1M Add +0.2%
WFC Wells Fargo & Co. 0.29% 16,692 $943K No change
LLY Eli Lilly & Co. 0.28% 1,038 $920K Add +12.8%
GEHC GE Healthcare Technology 0.26% 9,226 $866K Add +5.9%
MA Mastercard Inc. Class A 0.26% 1,745 $862K Add +0.3%
NVO Novo-Nordisk A/S-Spons ADR 0.26% 7,121 $848K Add +124.8%
CRM Salesforce Inc. 0.25% 2,940 $805K No change
SBUX Starbucks Corp. 0.24% 8,175 $797K Reduce -10.1%
MGC Vngrd Mrngstr MG Cap ETF-Usd 0.23% 3,595 $743K Reduce -4.1%
VLTO Veralto Corp. 0.22% 6,441 $720K Add +32.9%
CMI Cummins Inc. 0.22% 2,213 $717K No change
PHM Pultegroup Inc. 0.21% 4,747 $681K Add +62.9%
FBIN Fortune Brands Innovations I 0.20% 7,322 $656K Reduce -15.1%
MPWR Monolithic Power Systems Inc. 0.19% 668 $618K Add +3.1%
BMY Bristol-Myers Squibb Co. 0.18% 11,238 $581K Add +13.7%
ADBE Adobe Inc. 0.18% 1,114 $577K No change
PYPL PayPal Holdings Inc. 0.17% 7,100 $554K Reduce -12.3%
AMGN Amgen Inc. 0.17% 1,700 $548K No change
GEV GE Vernova Inc. 0.16% 2,058 $525K No change
JPM JPMorgan Chase & Co. 0.14% 2,202 $464K No change
PGR Progressive Corp. 0.14% 1,816 $461K No change
ZTS Zoetis Inc. 0.14% 2,340 $457K No change
SLB SLB Ltd. filed as SCHLUMBERGER LTD 0.13% 9,810 $412K Add +10.6%
DDS Dillards Inc. Class A 0.12% 1,000 $384K New
NOW ServiceNow Inc. 0.12% 425 $380K No change
ETSY Etsy Inc. 0.11% 6,650 $369K Reduce -51.2%
FLOT iShares Floating Rate Bond E 0.11% 7,000 $357K Reduce -54.8%
TXN Texas Instruments Inc. 0.11% 1,702 $352K No change
MRNA Moderna Inc. 0.10% 4,732 $316K Add +5.4%
GD General Dynamics Corp. 0.09% 1,000 $302K No change
STZ Constellation Brands Inc. Class A 0.09% 1,116 $288K No change
UBER Uber Technologies Inc. 0.09% 3,820 $287K Add +13.2%
LOW Lowe's Cos Inc. 0.08% 1,005 $272K Add +5.9%
INTC Intel Corp. 0.08% 10,989 $258K Reduce -44.1%
AGG iShares Core U.S. Aggregate 0.07% 2,420 $245K Reduce -6.9%
GLD SPDR Gold Shares 0.07% 1,000 $243K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.07% 1,000 $221K No change
WM Waste Management Inc. 0.06% 1,000 $208K No change
ODD Oddity Tech Ltd. Class A 0.06% 5,138 $207K Add +2.5%
HON Honeywell International Inc. 0.06% 912 $189K No change
WAB Wabtec Corp. 0.06% 1,000 $182K No change
DUK Duke Energy Corp. 0.05% 1,358 $157K No change
SJM The JM Smucker Co. filed as SMUCKER J M CO 0.04% 1,058 $128K Add +5.7%
MS Morgan Stanley 0.04% 1,170 $122K Reduce -7.9%
LIN Linde PLC 0.04% 250 $119K No change
ADP Automatic Data Processing 0.03% 413 $114K No change
ENB Enbridge Inc. 0.02% 2,000 $81K No change
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.02% 644 $76K No change
XLK SS Technology Select Sector 0.02% 325 $73K No change
COHR Coherent Corp. 0.02% 800 $71K Add +14.3%
ADI Analog Devices Inc. 0.02% 275 $63K No change
PAYC Paycom Software Inc. 0.02% 356 $59K Reduce -13.8%
IVV iShares Core S&P 500 ETF 0.02% 100 $58K No change
DEO Diageo PLC-Sponsored ADR 0.02% 400 $56K Reduce -60.0%
XLV SS Health Care Select Sector 0.02% 350 $54K Reduce -22.2%
ECL Ecolab Inc. 0.02% 200 $51K No change
IVE iShares S&P 500 Value ETF 0.02% 256 $50K No change
CP Canadian Pacific Kansas City 0.01% 550 $47K Reduce -33.4%
CNI Canadian Natl Railway Co. 0.01% 400 $47K No change
EBAY eBay Inc. 0.01% 700 $46K No change
TRMB Trimble Inc. 0.01% 700 $43K No change
MBC Masterbrand Inc. 0.01% 2,000 $37K No change
ACN Accenture PLC Class A 0.01% 90 $32K Reduce -52.6%
SYK Stryker Corp. 0.01% 80 $29K No change
ROK Rockwell Automation Inc. 0.01% 100 $27K No change
FAST Fastenal Co. 0.01% 375 $27K New
QQQ Invesco QQQ Trust Series 1 0.01% 40 $20K New
VOO Vanguard S&P 500 ETF 0.01% 34 $18K New
VTI VG Morningstar TS MKT ETF-US 0.00% 20 $6K New
RFG Invesco S&P Midcap 400 Pure 0.00% 92 $5K New
HSY The Hershey Co. 0.00% 19 $4K New
SCHW Schwab (charles) Corp. 0.00% 43 $3K New

Portfolio Sells Q2 2024 → Q3 2024
DXCM Dexcom Inc. Sold out 0.00% −1.12
GOOG Alphabet Inc. Class C Reduce -6.0% 2.45% −0.59
ALGN Align Technology Inc. Reduce -54.3% 0.42% −0.51
QCOM Qualcomm Inc. Reduce -4.2% 0.91% −0.27
ALB Albemarle Corp. Reduce -18.9% 0.83% −0.27
BA The Boeing Co. Reduce -0.1% 0.84% −0.23
DIS The Walt Disney Co. Reduce -20.4% 0.59% −0.22
PG The Procter & Gamble Co. Reduce -1.5% 7.29% −0.20
VRTX Vertex Pharmaceuticals Inc. Reduce -1.1% 2.01% −0.17
SCHF Schwab Intl Equity ETF Sold out 0.00% −0.17
XOM Exxon Mobil Corp. Reduce -1.9% 2.33% −0.15
ETSY Etsy Inc. Reduce -51.2% 0.11% −0.15
FLOT iShares Floating Rate Bond E Reduce -54.8% 0.11% −0.15
GOOGL Alphabet Inc. Class A Reduce -5.2% 0.63% −0.15
SWKS Skyworks Solutions Inc. Reduce -3.0% 0.80% −0.15
SCHG Schwab US Large-Cap Growth Sold out 0.00% −0.14
INTC Intel Corp. Reduce -44.1% 0.08% −0.12
TSM Taiwan Semiconductor-SP ADR Reduce -0.3% 1.38% −0.09
ELF Elf Beauty Inc. Sold out 0.00% −0.08
MRK Merck & Co. Inc. Reduce -0.8% 0.42% −0.07
GLTR Abrdn Precious Metals Basket Sold out 0.00% −0.07
PEP Pepsico Inc. Reduce -10.0% 0.36% −0.05
NFLX Netflix Inc. Reduce -0.1% 3.87% −0.05
DEO Diageo PLC-Sponsored ADR Reduce -60.0% 0.02% −0.02
PLD Prologis Inc. Sold out 0.00% −0.02
IFF Intl Flavors & Fragrances Sold out 0.00% −0.02
PFE Pfizer Inc. Reduce -0.3% 0.57% −0.02
GTX Garrett Motion Inc. Sold out 0.00% −0.02
MGC Vngrd Mrngstr MG Cap ETF-Usd Reduce -4.1% 0.23% −0.01
BLK BlackRock Finance Inc. Sold out 0.00% −0.01
ACN Accenture PLC Class A Reduce -52.6% 0.01% −0.01
AMBA Ambarella Inc. Sold out 0.00% −0.01
AGG iShares Core U.S. Aggregate Reduce -6.9% 0.07% −0.01
CP Canadian Pacific Kansas City Reduce -33.4% 0.01% −0.01
XLV SS Health Care Select Sector Reduce -22.2% 0.02% −0.00
SCHD Schwab US DVD Equity ETF Sold out 0.00% −0.00
MS Morgan Stanley Reduce -7.9% 0.04% −0.00
KD Kyndryl Holdings Inc. Sold out 0.00% −0.00
PAYC Paycom Software Inc. Reduce -13.8% 0.02% −0.00
REZI Resideo Technologies Inc. Sold out 0.00% −0.00
SCHV Schwab US Large-Cap Value Reduce -0.5% 0.34% +0.01
GS Goldman Sachs Group Inc. Reduce -0.1% 0.41% +0.01
SBUX Starbucks Corp. Reduce -10.1% 0.24% +0.01
PYPL PayPal Holdings Inc. Reduce -12.3% 0.17% +0.02
FBIN Fortune Brands Innovations I Reduce -15.1% 0.20% +0.02
ABBV Abbvie Inc. Reduce -1.3% 0.47% +0.03
DE Deere & Co. Reduce -0.3% 1.02% +0.05
NKE Nike Inc. Class B Reduce -1.1% 0.66% +0.06
TMO Thermo Fisher Scientific Inc. Reduce -1.1% 1.98% +0.08
TTD Trade Desk Inc./the Class A Reduce -1.8% 4.19% +0.15

Portfolio Buys Q2 2024 → Q3 2024
CMG Chipotle Mexican Grill Inc. Add +536.5% 1.37% +1.12
Sirius Satellite Radio New 0.55% +0.55
FTNT Fortinet Inc. Add +0.8% 2.84% +0.51
AAPL Apple Inc. Add +0.3% 11.95% +0.49
MELI MercadoLibre Inc. Add +1.8% 2.98% +0.49
BABA Alibaba Group Holding-SP ADR Add +4.3% 1.54% +0.47
MNST Monster Beverage Corp. Add +24.5% 1.51% +0.28
AMT American Tower Corp. Add +1.9% 1.56% +0.20
BRK.B Berkshire Hathaway Inc. Class B Add +2.7% 2.14% +0.18
NEE Nextera Energy Inc. Add +5.2% 0.89% +0.14
DDS Dillards Inc. Class A New 0.12% +0.12
HD Home Depot Inc. Add +1.2% 1.07% +0.11
NVO Novo-Nordisk A/S-Spons ADR Add +124.8% 0.26% +0.11
PHM Pultegroup Inc. Add +62.9% 0.21% +0.10
VLTO Veralto Corp. Add +32.9% 0.22% +0.07
GILD Gilead Sciences Inc. Add +0.2% 0.34% +0.04
BMY Bristol-Myers Squibb Co. Add +13.7% 0.18% +0.04
GEHC GE Healthcare Technology Add +5.9% 0.26% +0.04
DHR Danaher Corp. Add +0.8% 0.70% +0.04
JNJ Johnson & Johnson Add +0.7% 0.47% +0.02
AVGO Broadcom Inc. Add +0.2% 1.42% +0.02
MPWR Monolithic Power Systems Inc. Add +3.1% 0.19% +0.02
LOW Lowe's Cos Inc. Add +5.9% 0.08% +0.02
MA Mastercard Inc. Class A Add +0.3% 0.26% +0.01
LLY Eli Lilly & Co. Add +12.8% 0.28% +0.01
FAST Fastenal Co. New 0.01% +0.01
UBER Uber Technologies Inc. Add +13.2% 0.09% +0.01
QQQ Invesco QQQ Trust Series 1 New 0.01% +0.01
VOO Vanguard S&P 500 ETF New 0.01% +0.01
COHR Coherent Corp. Add +14.3% 0.02% +0.01
SJM The JM Smucker Co. Add +5.7% 0.04% +0.00
VTI VG Morningstar TS MKT ETF-US New 0.00% +0.00
RFG Invesco S&P Midcap 400 Pure New 0.00% +0.00
HSY The Hershey Co. New 0.00% +0.00
SCHW Schwab (charles) Corp. New 0.00% +0.00
ODD Oddity Tech Ltd. Class A Add +2.5% 0.06% −0.00
SLB SLB Ltd. Add +10.6% 0.13% −0.01
CVX Chevron Corp. Add +9.1% 0.71% −0.03
MRNA Moderna Inc. Add +5.4% 0.10% −0.08
NVDA Nvidia Corp. Add +2.1% 2.03% −0.12
AMZN Amazon.com Inc. Add +5.1% 2.53% −0.12
MSFT Microsoft Corp. Add +1.9% 7.95% −0.67

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