Knuff & Co LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 10, 2025), Knuff & Co LLC reported 142 stock positions worth $329.0 million. Its top holding was Apple (AAPL) at 12.5% of the portfolio, followed by Microsoft (MSFT, 7.7%) and Procter & Gamble (PG, 7.0%). Compared with Q3 2024, it opened 26 new positions, sold out of 11, added to 38 and reduced 40. The biggest buy was a new position in iShares Russell Mid-Cap ETF (IWR) and the biggest sale an exit from Sirius Satellite Radio.
- Most Recent 13F
- Q2 2026
- Location
- FOSTER CITY, CA
- CIK
- 0001768089
- Portfolio Value
- $329.0M (Q4 2024)
- SEC Filing
- 0001768089-25-000001 ↗ filed Feb 10, 2025
Holdings Value
Holdings 142 stocks · $329.0M
| AAPL Apple Inc. | 12.51% | 164,425 | $41.2M | Reduce -2.2% |
| MSFT Microsoft Corp. | 7.68% | 59,925 | $25.3M | Reduce -1.1% |
| PG The Procter & Gamble Co. | 6.99% | 137,170 | $23.0M | Reduce -0.6% |
| NFLX Netflix Inc. | 4.60% | 16,963 | $15.1M | Reduce -5.0% |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 4.23% | 118,446 | $13.9M | Reduce -5.5% |
| FTNT Fortinet Inc. | 3.43% | 119,550 | $11.3M | Reduce -0.2% |
| COST Costco Wholesale Corp. | 2.88% | 10,357 | $9.5M | Reduce -0.0% |
| AMZN Amazon.com Inc. | 2.83% | 42,429 | $9.3M | Reduce -4.7% |
| GOOG Alphabet Inc. Class C | 2.72% | 47,040 | $9.0M | Reduce -2.1% |
| MELI MercadoLibre Inc. | 2.48% | 4,804 | $8.2M | Add +0.8% |
| CAT Caterpillar Inc. | 2.32% | 21,069 | $7.6M | Reduce -0.2% |
| XOM Exxon Mobil Corp. | 2.13% | 65,097 | $7.0M | Add +0.1% |
| NVDA Nvidia Corp. | 2.12% | 51,745 | $7.0M | Reduce -5.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.12% | 15,382 | $7.0M | Add +0.9% |
| EFX Equifax Inc. | 2.04% | 26,400 | $6.7M | No change |
| AVGO Broadcom Inc. | 1.88% | 26,706 | $6.2M | Reduce -1.0% |
| VRTX Vertex Pharmaceuticals Inc. | 1.71% | 13,941 | $5.6M | Reduce -1.8% |
| TMO Thermo Fisher Scientific Inc. | 1.63% | 10,295 | $5.4M | Reduce -2.1% |
| TSM Taiwan Semiconductor-SP ADR | 1.58% | 26,245 | $5.2M | Add +1.0% |
| MNST Monster Beverage Corp. | 1.48% | 92,813 | $4.9M | Reduce -2.3% |
| CMG Chipotle Mexican Grill Inc. | 1.35% | 73,649 | $4.4M | Reduce -5.2% |
| AMT American Tower Corp. | 1.27% | 22,823 | $4.2M | Add +3.8% |
| BABA Alibaba Group Holding-SP ADR | 1.19% | 46,164 | $3.9M | Reduce -2.8% |
| HD Home Depot Inc. | 1.04% | 8,782 | $3.4M | Add +1.2% |
| BA The Boeing Co. | 0.98% | 18,140 | $3.2M | Add +0.0% |
| AXP American Express Co. | 0.89% | 9,817 | $2.9M | Add +1.7% |
| DE Deere & Co. | 0.88% | 6,845 | $2.9M | Reduce -14.4% |
| AFL Aflac Inc. | 0.80% | 25,425 | $2.6M | No change |
| NEE Nextera Energy Inc. | 0.76% | 34,790 | $2.5M | Add +0.8% |
| ALB Albemarle Corp. | 0.75% | 28,849 | $2.5M | Add +0.9% |
| CVX Chevron Corp. | 0.74% | 16,710 | $2.4M | Add +5.4% |
| GOOGL Alphabet Inc. Class A | 0.73% | 12,709 | $2.4M | Add +1.6% |
| SWKS Skyworks Solutions Inc. | 0.69% | 25,690 | $2.3M | Reduce -2.6% |
| QCOM Qualcomm Inc. | 0.69% | 14,696 | $2.3M | Reduce -16.2% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.68% | 20,069 | $2.2M | Reduce -0.6% |
| CL Colgate-Palmolive Co. | 0.66% | 23,805 | $2.2M | No change |
| MCHP Microchip Technology Inc. | 0.65% | 37,432 | $2.1M | No change |
| DHR Danaher Corp. | 0.59% | 8,407 | $1.9M | Add +1.8% |
| V Visa Inc. Class A | 0.55% | 5,714 | $1.8M | Add +8.6% |
| PFE Pfizer Inc. | 0.52% | 64,558 | $1.7M | No change |
| GE General Electric filed as GE AEROSPACE | 0.52% | 10,249 | $1.7M | Reduce -0.4% |
| NKE Nike Inc. Class B | 0.48% | 20,927 | $1.6M | Reduce -14.7% |
| GS Goldman Sachs Group Inc. | 0.45% | 2,577 | $1.5M | Reduce -4.2% |
| ABBV Abbvie Inc. | 0.43% | 7,894 | $1.4M | Add +1.5% |
| ORCL Oracle Corp. | 0.42% | 8,252 | $1.4M | No change |
| JNJ Johnson & Johnson | 0.41% | 9,394 | $1.4M | Reduce -0.8% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.39% | 15,074 | $1.3M | Add +111.7% |
| IWR iShares Russell Mid-Cap ETF | 0.39% | 14,461 | $1.3M | New |
| UNP Union Pacific Corp. | 0.38% | 5,494 | $1.3M | Reduce -3.5% |
| MRK Merck & Co. Inc. | 0.38% | 12,423 | $1.2M | Add +2.5% |
| KO The Coca-Cola Co. | 0.37% | 19,366 | $1.2M | Reduce -9.1% |
| WFC Wells Fargo & Co. | 0.36% | 16,692 | $1.2M | No change |
| FIS Fidelity National Info Serv | 0.35% | 14,400 | $1.2M | No change |
| GILD Gilead Sciences Inc. | 0.35% | 12,562 | $1.2M | Reduce -5.4% |
| MA Mastercard Inc. Class A | 0.34% | 2,107 | $1.1M | Add +20.7% |
| SIRI Sirius XM Holdings Inc. | 0.33% | 48,332 | $1.1M | New |
| SCHV Schwab US Large-Cap Value | 0.33% | 41,823 | $1.1M | No change |
| ABT Abbott Laboratories | 0.32% | 9,287 | $1.1M | Reduce -5.2% |
| PEP Pepsico Inc. | 0.31% | 6,657 | $1.0M | Reduce -3.6% |
| CRM Salesforce Inc. | 0.30% | 2,940 | $983K | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.28% | 1,806 | $923K | Add +4415.0% |
| MPWR Monolithic Power Systems Inc. | 0.25% | 1,376 | $814K | Add +106.0% |
| GEHC GE Healthcare Technology | 0.24% | 10,126 | $792K | Add +9.8% |
| CMI Cummins Inc. | 0.23% | 2,213 | $771K | No change |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | 0.23% | 3,545 | $754K | Reduce -1.4% |
| SBUX Starbucks Corp. | 0.23% | 8,175 | $746K | No change |
| GEV GE Vernova Inc. | 0.22% | 2,233 | $735K | Add +8.5% |
| LLY Eli Lilly & Co. | 0.21% | 899 | $694K | Reduce -13.4% |
| VLTO Veralto Corp. | 0.20% | 6,441 | $656K | No change |
| BMY Bristol-Myers Squibb Co. | 0.19% | 11,238 | $636K | No change |
| JPM JPMorgan Chase & Co. | 0.17% | 2,315 | $555K | Add +5.1% |
| UBER Uber Technologies Inc. | 0.16% | 8,950 | $540K | Add +134.3% |
| PYPL PayPal Holdings Inc. | 0.16% | 6,325 | $540K | Reduce -10.9% |
| ALGN Align Technology Inc. | 0.16% | 2,521 | $526K | Reduce -53.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.15% | 860 | $504K | New |
| FBIN Fortune Brands Innovations I | 0.15% | 7,322 | $500K | No change |
| ADBE Adobe Inc. | 0.15% | 1,114 | $495K | No change |
| PHM Pultegroup Inc. | 0.15% | 4,497 | $490K | Reduce -5.3% |
| NOW ServiceNow Inc. | 0.14% | 425 | $451K | No change |
| AMGN Amgen Inc. | 0.14% | 1,723 | $449K | Add +1.4% |
| PGR Progressive Corp. | 0.13% | 1,816 | $435K | No change |
| DDS Dillards Inc. Class A | 0.13% | 1,000 | $432K | No change |
| FLOT iShares Floating Rate Bond E | 0.12% | 8,050 | $410K | Add +15.0% |
| ZTS Zoetis Inc. | 0.12% | 2,340 | $381K | No change |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.11% | 9,507 | $364K | Reduce -3.1% |
| ETSY Etsy Inc. | 0.11% | 6,600 | $349K | Reduce -0.8% |
| IJR iShares Core S&P Small-Cap E | 0.11% | 3,021 | $348K | New |
| GLD SPDR Gold Shares | 0.10% | 1,335 | $323K | Add +33.5% |
| TXN Texas Instruments Inc. | 0.10% | 1,702 | $319K | No change |
| ODD Oddity Tech Ltd. Class A | 0.09% | 6,824 | $287K | Add +32.8% |
| GD General Dynamics Corp. | 0.08% | 1,000 | $263K | No change |
| ELF Elf Beauty Inc. | 0.08% | 1,981 | $249K | New |
| LOW Lowe's Cos Inc. | 0.08% | 1,005 | $248K | No change |
| PAYC Paycom Software Inc. | 0.07% | 1,189 | $244K | Add +234.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.07% | 1,000 | $220K | No change |
| HON Honeywell International Inc. | 0.06% | 942 | $213K | Add +3.3% |
| TSLA Tesla Inc. | 0.06% | 520 | $210K | New |
| WM Waste Management Inc. | 0.06% | 1,000 | $202K | No change |
| IEFA iShares Core MSCI Eafe ETF | 0.06% | 2,797 | $197K | New |
| WAB Wabtec Corp. | 0.06% | 1,000 | $190K | No change |
Portfolio Sells Q3 2024 → Q4 2024
| Sirius Satellite Radio | Sold out | 0.00% | −0.55 |
| TMO Thermo Fisher Scientific Inc. | Reduce -2.1% | 1.63% | −0.36 |
| BABA Alibaba Group Holding-SP ADR | Reduce -2.8% | 1.19% | −0.35 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -1.8% | 1.71% | −0.31 |
| PG The Procter & Gamble Co. | Reduce -0.6% | 6.99% | −0.30 |
| MSFT Microsoft Corp. | Reduce -1.1% | 7.68% | −0.28 |
| ALGN Align Technology Inc. | Reduce -53.9% | 0.16% | −0.26 |
| QCOM Qualcomm Inc. | Reduce -16.2% | 0.69% | −0.22 |
| CAT Caterpillar Inc. | Reduce -0.2% | 2.32% | −0.20 |
| NKE Nike Inc. Class B | Reduce -14.7% | 0.48% | −0.18 |
| DE Deere & Co. | Reduce -14.4% | 0.88% | −0.14 |
| SWKS Skyworks Solutions Inc. | Reduce -2.6% | 0.69% | −0.10 |
| KO The Coca-Cola Co. | Reduce -9.1% | 0.37% | −0.10 |
| STZ Constellation Brands Inc. Class A | Sold out | 0.00% | −0.09 |
| GE General Electric | Reduce -0.4% | 0.52% | −0.07 |
| LLY Eli Lilly & Co. | Reduce -13.4% | 0.21% | −0.07 |
| PHM Pultegroup Inc. | Reduce -5.3% | 0.15% | −0.06 |
| JNJ Johnson & Johnson | Reduce -0.8% | 0.41% | −0.06 |
| PEP Pepsico Inc. | Reduce -3.6% | 0.31% | −0.05 |
| MRNA Moderna Inc. | Reduce -18.1% | 0.05% | −0.05 |
| UNP Union Pacific Corp. | Reduce -3.5% | 0.38% | −0.05 |
| MS Morgan Stanley | Sold out | 0.00% | −0.04 |
| MNST Monster Beverage Corp. | Reduce -2.3% | 1.48% | −0.03 |
| INTC Intel Corp. | Reduce -22.6% | 0.05% | −0.03 |
| ABT Abbott Laboratories | Reduce -5.2% | 0.32% | −0.02 |
| AGG iShares Core U.S. Aggregate | Reduce -19.4% | 0.06% | −0.02 |
| DEO Diageo PLC-Sponsored ADR | Sold out | 0.00% | −0.02 |
| CMG Chipotle Mexican Grill Inc. | Reduce -5.2% | 1.35% | −0.02 |
| SLB SLB Ltd. | Reduce -3.1% | 0.11% | −0.01 |
| CP Canadian Pacific Kansas City | Sold out | 0.00% | −0.01 |
| MBC Masterbrand Inc. | Sold out | 0.00% | −0.01 |
| FAST Fastenal Co. | Sold out | 0.00% | −0.01 |
| ETSY Etsy Inc. | Reduce -0.8% | 0.11% | −0.01 |
| VOO Vanguard S&P 500 ETF | Sold out | 0.00% | −0.01 |
| PYPL PayPal Holdings Inc. | Reduce -10.9% | 0.16% | −0.01 |
| VTI VG Morningstar TS MKT ETF-US | Sold out | 0.00% | −0.00 |
| RFG Invesco S&P Midcap 400 Pure | Sold out | 0.00% | −0.00 |
| HSY The Hershey Co. | Sold out | 0.00% | −0.00 |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | Reduce -1.4% | 0.23% | +0.00 |
| GILD Gilead Sciences Inc. | Reduce -5.4% | 0.35% | +0.01 |
| TTD Trade Desk Inc./the Class A | Reduce -5.5% | 4.23% | +0.04 |
| GS Goldman Sachs Group Inc. | Reduce -4.2% | 0.45% | +0.04 |
| COST Costco Wholesale Corp. | Reduce -0.0% | 2.88% | +0.08 |
| DIS The Walt Disney Co. | Reduce -0.6% | 0.68% | +0.09 |
| NVDA Nvidia Corp. | Reduce -5.5% | 2.12% | +0.09 |
| GOOG Alphabet Inc. Class C | Reduce -2.1% | 2.72% | +0.27 |
| AMZN Amazon.com Inc. | Reduce -4.7% | 2.83% | +0.30 |
| AVGO Broadcom Inc. | Reduce -1.0% | 1.88% | +0.46 |
| AAPL Apple Inc. | Reduce -2.2% | 12.51% | +0.56 |
| FTNT Fortinet Inc. | Reduce -0.2% | 3.43% | +0.60 |
Portfolio Buys Q3 2024 → Q4 2024
| IWR iShares Russell Mid-Cap ETF | New | 0.39% | +0.39 |
| SIRI Sirius XM Holdings Inc. | New | 0.33% | +0.33 |
| QQQ Invesco QQQ Trust Series 1 | Add +4415.0% | 0.28% | +0.27 |
| TSM Taiwan Semiconductor-SP ADR | Add +1.0% | 1.58% | +0.20 |
| SPY SS SPDR S&P 500 ETF Trust-US | New | 0.15% | +0.15 |
| NVO Novo-Nordisk A/S-Spons ADR | Add +111.7% | 0.39% | +0.14 |
| BA The Boeing Co. | Add +0.0% | 0.98% | +0.13 |
| V Visa Inc. Class A | Add +8.6% | 0.55% | +0.11 |
| IJR iShares Core S&P Small-Cap E | New | 0.11% | +0.11 |
| GOOGL Alphabet Inc. Class A | Add +1.6% | 0.73% | +0.10 |
| AXP American Express Co. | Add +1.7% | 0.89% | +0.09 |
| UBER Uber Technologies Inc. | Add +134.3% | 0.16% | +0.08 |
| ELF Elf Beauty Inc. | New | 0.08% | +0.08 |
| MA Mastercard Inc. Class A | Add +20.7% | 0.34% | +0.07 |
| TSLA Tesla Inc. | New | 0.06% | +0.06 |
| GEV GE Vernova Inc. | Add +8.5% | 0.22% | +0.06 |
| IEFA iShares Core MSCI Eafe ETF | New | 0.06% | +0.06 |
| MPWR Monolithic Power Systems Inc. | Add +106.0% | 0.25% | +0.06 |
| PAYC Paycom Software Inc. | Add +234.0% | 0.07% | +0.06 |
| JD Jd.com Inc.-ADR | New | 0.05% | +0.05 |
| ANET Arista Networks Inc. | New | 0.05% | +0.05 |
| GBTC Grayscale Bitcoin Trust ETF | New | 0.04% | +0.04 |
| JEPI JPMorgan Equity Premium Inco | New | 0.04% | +0.04 |
| JPM JPMorgan Chase & Co. | Add +5.1% | 0.17% | +0.03 |
| FTCS First Trust Capital Strength | New | 0.03% | +0.03 |
| GLD SPDR Gold Shares | Add +33.5% | 0.10% | +0.02 |
| ODD Oddity Tech Ltd. Class A | Add +32.8% | 0.09% | +0.02 |
| CVX Chevron Corp. | Add +5.4% | 0.74% | +0.02 |
| SDVY First Trust Smid Cap Rising | New | 0.02% | +0.02 |
| IJH iShares Core S&P Midcap ETF | New | 0.02% | +0.02 |
| UNH Unitedhealth Group Inc. | New | 0.02% | +0.02 |
| TTWO Take-Two Interactive Softwre | New | 0.02% | +0.02 |
| TT Trane Technologies PLC | New | 0.02% | +0.02 |
| ORLY O'reilly Automotive Inc. | New | 0.02% | +0.02 |
| CPAY Corpay Inc. | New | 0.02% | +0.02 |
| FLOT iShares Floating Rate Bond E | Add +15.0% | 0.12% | +0.02 |
| CELH Celsius Holdings Inc. | New | 0.02% | +0.02 |
| FISV Fiserv Inc. | New | 0.01% | +0.01 |
| SCHW Schwab (charles) Corp. | Add +1309.3% | 0.01% | +0.01 |
| TJX TJX Companies Inc. | Add +51.1% | 0.04% | +0.01 |
| ETN Eaton Corp. PLC | New | 0.01% | +0.01 |
| PM Philip Morris International | New | 0.01% | +0.01 |
| CME Cme Group Inc. | New | 0.01% | +0.01 |
| STIP iShares 0-5 Year Tips Bond E | New | 0.01% | +0.01 |
| ITOT iShares Core S&P Total U.S. | New | 0.01% | +0.01 |
| HON Honeywell International Inc. | Add +3.3% | 0.06% | +0.01 |
| ECL Ecolab Inc. | Add +54.5% | 0.02% | +0.01 |
| ACN Accenture PLC Class A | Add +63.3% | 0.02% | +0.01 |
| ENB Enbridge Inc. | Add +12.6% | 0.03% | +0.00 |
| ROK Rockwell Automation Inc. | Add +41.0% | 0.01% | +0.00 |
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 |