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

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 Q3 2024 Q4 2024: $329.0M $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 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
AGG iShares Core U.S. Aggregate 0.06% 1,950 $189K Reduce -19.4%
JD Jd.com Inc.-ADR 0.05% 5,126 $178K New
INTC Intel Corp. 0.05% 8,500 $170K Reduce -22.6%
MRNA Moderna Inc. 0.05% 3,877 $161K Reduce -18.1%
ANET Arista Networks Inc. 0.05% 1,450 $160K New
DUK Duke Energy Corp. 0.05% 1,464 $158K Add +7.8%
GBTC Grayscale Bitcoin Trust ETF 0.04% 1,750 $130K New
ADP Automatic Data Processing 0.04% 413 $121K No change
JEPI JPMorgan Equity Premium Inco 0.04% 2,094 $120K New
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.04% 973 $118K Add +51.1%
SJM The JM Smucker Co. filed as SMUCKER J M CO 0.04% 1,058 $117K No change
LIN Linde PLC 0.03% 272 $114K Add +8.8%
ENB Enbridge Inc. 0.03% 2,252 $96K Add +12.6%
FTCS First Trust Capital Strength 0.03% 1,000 $88K New
COHR Coherent Corp. 0.02% 800 $76K No change
XLK SS Technology Select Sector 0.02% 325 $76K No change
ECL Ecolab Inc. 0.02% 309 $72K Add +54.5%
SDVY First Trust Smid Cap Rising 0.02% 2,000 $72K New
IJH iShares Core S&P Midcap ETF 0.02% 1,108 $69K New
UNH Unitedhealth Group Inc. 0.02% 135 $68K New
TTWO Take-Two Interactive Softwre 0.02% 344 $63K New
TT Trane Technologies PLC 0.02% 167 $62K New
IVV iShares Core S&P 500 ETF 0.02% 100 $59K No change
ADI Analog Devices Inc. 0.02% 275 $58K No change
ORLY O'reilly Automotive Inc. 0.02% 49 $58K New
CPAY Corpay Inc. 0.02% 160 $54K New
ACN Accenture PLC Class A 0.02% 147 $52K Add +63.3%
CELH Celsius Holdings Inc. 0.02% 1,885 $50K New
TRMB Trimble Inc. 0.01% 700 $49K No change
IVE iShares S&P 500 Value ETF 0.01% 256 $49K No change
XLV SS Health Care Select Sector 0.01% 350 $48K No change
FISV Fiserv Inc. 0.01% 220 $45K New
SCHW Schwab (charles) Corp. 0.01% 606 $45K Add +1309.3%
EBAY eBay Inc. 0.01% 700 $43K No change
CNI Canadian Natl Railway Co. 0.01% 400 $41K No change
ROK Rockwell Automation Inc. 0.01% 141 $40K Add +41.0%
ETN Eaton Corp. PLC 0.01% 111 $37K New
PM Philip Morris International 0.01% 300 $36K New
CME Cme Group Inc. 0.01% 144 $33K New
SYK Stryker Corp. 0.01% 80 $29K No change
STIP iShares 0-5 Year Tips Bond E 0.01% 257 $26K New
ITOT iShares Core S&P Total U.S. 0.01% 188 $24K New

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

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