Knuff & Co LLC

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 13, 2025), Knuff & Co LLC reported 133 stock positions worth $298.0 million. Its top holding was Apple (AAPL) at 11.4% of the portfolio, followed by Procter & Gamble (PG, 7.7%) and Microsoft (MSFT, 7.4%). Compared with Q4 2024, it opened 14 new positions, sold out of 23, added to 32 and reduced 53. The biggest buy was Novo-Nordisk A/S-Spons ADR (NVO, shares +456%) and the biggest sale Chipotle Mexican Grill (CMG, shares −89%).

Most Recent 13F
Q2 2026
Location
FOSTER CITY, CA
CIK
0001768089
Portfolio Value
$298.0M (Q1 2025)
SEC Filing
0001768089-25-000004 ↗ filed May 13, 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 Q4 2024 Q1 2025: $298.0M $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 133 stocks · $298.0M
AAPL Apple Inc. 11.42% 153,125 $34.0M Reduce -6.9%
PG The Procter & Gamble Co. 7.67% 134,092 $22.9M Reduce -2.2%
MSFT Microsoft Corp. 7.41% 58,790 $22.1M Reduce -1.9%
NFLX Netflix Inc. 5.42% 17,307 $16.1M Add +2.0%
FTNT Fortinet Inc. 3.52% 109,115 $10.5M Reduce -8.7%
COST Costco Wholesale Corp. 3.27% 10,313 $9.8M Reduce -0.4%
MELI MercadoLibre Inc. 3.18% 4,853 $9.5M Add +1.0%
BRK.B Berkshire Hathaway Inc. Class B 2.93% 16,397 $8.7M Add +6.6%
XOM Exxon Mobil Corp. 2.59% 65,000 $7.7M Reduce -0.1%
CAT Caterpillar Inc. 2.33% 21,069 $6.9M No change
BABA Alibaba Group Holding-SP ADR 2.27% 51,176 $6.8M Add +10.9%
AMZN Amazon.com Inc. 2.26% 35,379 $6.7M Reduce -16.6%
VRTX Vertex Pharmaceuticals Inc. 2.25% 13,825 $6.7M Reduce -0.8%
TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC 2.25% 122,424 $6.7M Add +3.4%
GOOG Alphabet Inc. Class C 2.22% 42,430 $6.6M Reduce -9.8%
EFX Equifax Inc. 2.13% 26,000 $6.3M Reduce -1.5%
NVO Novo-Nordisk A/S-Spons ADR 1.95% 83,866 $5.8M Add +456.4%
NVDA Nvidia Corp. 1.77% 48,720 $5.3M Reduce -5.8%
AMT American Tower Corp. 1.77% 24,213 $5.3M Add +6.1%
TMO Thermo Fisher Scientific Inc. 1.71% 10,228 $5.1M Reduce -0.7%
MNST Monster Beverage Corp. 1.61% 81,987 $4.8M Reduce -11.7%
TSM Taiwan Semiconductor-SP ADR 1.45% 26,072 $4.3M Reduce -0.7%
AVGO Broadcom Inc. 1.45% 25,716 $4.3M Reduce -3.7%
HD Home Depot Inc. 1.08% 8,772 $3.2M Reduce -0.1%
CVX Chevron Corp. 1.07% 19,008 $3.2M Add +13.8%
BA The Boeing Co. 1.02% 17,760 $3.0M Reduce -2.1%
AFL Aflac Inc. 0.95% 25,425 $2.8M No change
NEE Nextera Energy Inc. 0.93% 38,989 $2.8M Add +12.1%
AXP American Express Co. 0.89% 9,844 $2.6M Add +0.3%
CL Colgate-Palmolive Co. 0.75% 23,805 $2.2M No change
GE General Electric filed as GE AEROSPACE 0.69% 10,249 $2.1M No change
ALB Albemarle Corp. 0.67% 27,581 $2.0M Reduce -4.4%
V Visa Inc. Class A 0.67% 5,660 $2.0M Reduce -0.9%
GOOGL Alphabet Inc. Class A 0.65% 12,436 $1.9M Reduce -2.1%
MCHP Microchip Technology Inc. 0.61% 37,432 $1.8M No change
ABBV Abbvie Inc. 0.56% 7,894 $1.7M No change
PFE Pfizer Inc. 0.54% 63,859 $1.6M Reduce -1.1%
IWR iShares Russell Mid-Cap ETF 0.47% 16,633 $1.4M Add +15.0%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.47% 14,088 $1.4M Reduce -29.8%
GILD Gilead Sciences Inc. 0.46% 12,362 $1.4M Reduce -1.6%
KO The Coca-Cola Co. 0.46% 19,300 $1.4M Reduce -0.3%
JD Jd.com Inc.-ADR 0.46% 33,220 $1.4M Add +548.1%
JNJ Johnson & Johnson 0.44% 7,957 $1.3M Reduce -15.3%
DHR Danaher Corp. 0.43% 6,270 $1.3M Reduce -25.4%
QCOM Qualcomm Inc. 0.41% 8,038 $1.2M Reduce -45.3%
ABT Abbott Laboratories 0.41% 9,262 $1.2M Reduce -0.3%
WFC Wells Fargo & Co. 0.40% 16,692 $1.2M No change
MA Mastercard Inc. Class A 0.39% 2,137 $1.2M Add +1.4%
ORCL Oracle Corp. 0.39% 8,252 $1.2M No change
SIRI Sirius XM Holdings Inc. 0.37% 49,332 $1.1M Add +2.1%
SCHV Schwab US Large-Cap Value 0.37% 41,622 $1.1M Reduce -0.5%
MRK Merck & Co. Inc. 0.36% 12,105 $1.1M Reduce -2.6%
FIS Fidelity National Info Serv 0.35% 13,900 $1.0M Reduce -3.5%
BMY Bristol-Myers Squibb Co. 0.32% 15,538 $948K Add +38.3%
NKE Nike Inc. Class B 0.31% 14,502 $921K Reduce -30.7%
UNP Union Pacific Corp. 0.30% 3,844 $908K Reduce -30.0%
LLY Eli Lilly & Co. 0.30% 1,095 $904K Add +21.8%
GEHC GE Healthcare Technology 0.28% 10,276 $829K Add +1.5%
SBUX Starbucks Corp. 0.27% 8,240 $808K Add +0.8%
CRM Salesforce Inc. 0.26% 2,935 $788K Reduce -0.2%
UNH Unitedhealth Group Inc. 0.25% 1,441 $755K Add +967.4%
GEV GE Vernova Inc. 0.23% 2,233 $682K No change
CMI Cummins Inc. 0.22% 2,112 $662K Reduce -4.6%
PHM Pultegroup Inc. 0.20% 5,787 $595K Add +28.7%
PEP Pepsico Inc. 0.20% 3,964 $594K Reduce -40.5%
JPM JPMorgan Chase & Co. 0.20% 2,369 $581K Add +2.3%
FLOT iShares Floating Rate Bond E 0.19% 10,885 $556K Add +35.2%
AMGN Amgen Inc. 0.18% 1,723 $537K No change
VLTO Veralto Corp. 0.18% 5,458 $532K Reduce -15.3%
PGR Progressive Corp. 0.17% 1,816 $514K No change
SLB SLB Ltd. filed as SCHLUMBERGER LTD 0.17% 12,272 $513K Add +29.1%
WM Waste Management Inc. 0.17% 2,163 $501K Add +116.3%
SPY SS SPDR S&P 500 ETF Trust-US 0.16% 860 $481K No change
CELH Celsius Holdings Inc. 0.15% 12,890 $459K Add +583.8%
CMG Chipotle Mexican Grill Inc. 0.14% 8,375 $421K Reduce -88.6%
MPWR Monolithic Power Systems Inc. 0.13% 667 $387K Reduce -51.5%
ZTS Zoetis Inc. 0.13% 2,340 $385K No change
GLD SPDR Gold Shares 0.13% 1,335 $385K No change
UBER Uber Technologies Inc. 0.12% 5,000 $364K Reduce -44.1%
ADBE Adobe Inc. 0.12% 916 $351K Reduce -17.8%
DUK Duke Energy Corp. 0.12% 2,852 $348K Add +94.8%
NOW ServiceNow Inc. 0.11% 425 $338K No change
FBIN Fortune Brands Innovations I 0.11% 5,402 $329K Reduce -26.2%
IVV iShares Core S&P 500 ETF 0.09% 500 $281K Add +400.0%
GD General Dynamics Corp. 0.09% 1,000 $273K No change
IEFA iShares Core MSCI Eafe ETF 0.09% 3,528 $267K Add +26.1%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.08% 1,000 $249K No change
QQQ Invesco QQQ Trust Series 1 0.08% 500 $234K Reduce -72.3%
LOW Lowe's Cos Inc. 0.08% 985 $230K Reduce -2.0%
VOO Vanguard S&P 500 ETF 0.07% 399 $205K New
WAB Wabtec Corp. 0.06% 1,000 $181K No change
MRNA Moderna Inc. 0.06% 6,140 $174K Add +58.4%
TXN Texas Instruments Inc. 0.05% 900 $162K Reduce -47.1%
PROSHARES TR 0.05% 4,000 $153K New
VRSN Verisign Inc. 0.05% 600 $152K New
LIN Linde PLC 0.05% 297 $138K Add +9.2%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.04% 1,056 $129K Add +8.5%
ADP Automatic Data Processing 0.04% 413 $126K No change
INTC Intel Corp. 0.03% 4,500 $102K Reduce -47.1%
ENB Enbridge Inc. 0.03% 2,252 $100K No change

Show all 133 holdings

Options reported separately and not counted above: TTD calls ($55K).

Portfolio Sells Q4 2024 → Q1 2025
CMG Chipotle Mexican Grill Inc. Reduce -88.6% 0.14% −1.21
AAPL Apple Inc. Reduce -6.9% 11.42% −1.10
DE Deere & Co. Sold out 0.00% −0.88
SWKS Skyworks Solutions Inc. Sold out 0.00% −0.69
AMZN Amazon.com Inc. Reduce -16.6% 2.26% −0.57
GOOG Alphabet Inc. Class C Reduce -9.8% 2.22% −0.50
GS Goldman Sachs Group Inc. Sold out 0.00% −0.45
AVGO Broadcom Inc. Reduce -3.7% 1.45% −0.44
NVDA Nvidia Corp. Reduce -5.8% 1.77% −0.35
QCOM Qualcomm Inc. Reduce -45.3% 0.41% −0.27
MSFT Microsoft Corp. Reduce -1.9% 7.41% −0.27
MGC Vngrd Mrngstr MG Cap ETF-Usd Sold out 0.00% −0.23
DIS The Walt Disney Co. Reduce -29.8% 0.47% −0.21
QQQ Invesco QQQ Trust Series 1 Reduce -72.3% 0.08% −0.20
NKE Nike Inc. Class B Reduce -30.7% 0.31% −0.17
PYPL PayPal Holdings Inc. Sold out 0.00% −0.16
ALGN Align Technology Inc. Sold out 0.00% −0.16
DHR Danaher Corp. Reduce -25.4% 0.43% −0.16
DDS Dillards Inc. Class A Sold out 0.00% −0.13
TSM Taiwan Semiconductor-SP ADR Reduce -0.7% 1.45% −0.12
MPWR Monolithic Power Systems Inc. Reduce -51.5% 0.13% −0.12
PEP Pepsico Inc. Reduce -40.5% 0.20% −0.11
ETSY Etsy Inc. Sold out 0.00% −0.11
IJR iShares Core S&P Small-Cap E Sold out 0.00% −0.11
ALB Albemarle Corp. Reduce -4.4% 0.67% −0.09
ODD Oddity Tech Ltd. Class A Sold out 0.00% −0.09
GOOGL Alphabet Inc. Class A Reduce -2.1% 0.65% −0.09
UNP Union Pacific Corp. Reduce -30.0% 0.30% −0.08
ELF Elf Beauty Inc. Sold out 0.00% −0.08
PAYC Paycom Software Inc. Sold out 0.00% −0.07
TSLA Tesla Inc. Sold out 0.00% −0.06
AGG iShares Core U.S. Aggregate Sold out 0.00% −0.06
HON Honeywell International Inc. Reduce -79.6% 0.01% −0.05
ANET Arista Networks Inc. Sold out 0.00% −0.05
TXN Texas Instruments Inc. Reduce -47.1% 0.05% −0.04
UBER Uber Technologies Inc. Reduce -44.1% 0.12% −0.04
FBIN Fortune Brands Innovations I Reduce -26.2% 0.11% −0.04
GBTC Grayscale Bitcoin Trust ETF Sold out 0.00% −0.04
JEPI JPMorgan Equity Premium Inco Sold out 0.00% −0.04
CRM Salesforce Inc. Reduce -0.2% 0.26% −0.03
ADBE Adobe Inc. Reduce -17.8% 0.12% −0.03
FTCS First Trust Capital Strength Sold out 0.00% −0.03
COHR Coherent Corp. Sold out 0.00% −0.02
SDVY First Trust Smid Cap Rising Sold out 0.00% −0.02
VLTO Veralto Corp. Reduce -15.3% 0.18% −0.02
INTC Intel Corp. Reduce -47.1% 0.03% −0.02
CNI Canadian Natl Railway Co. Sold out 0.00% −0.01
CMI Cummins Inc. Reduce -4.6% 0.22% −0.01
ROK Rockwell Automation Inc. Sold out 0.00% −0.01
MRK Merck & Co. Inc. Reduce -2.6% 0.36% −0.01

Portfolio Buys Q4 2024 → Q1 2025
NVO Novo-Nordisk A/S-Spons ADR Add +456.4% 1.95% +1.56
BABA Alibaba Group Holding-SP ADR Add +10.9% 2.27% +1.08
NFLX Netflix Inc. Add +2.0% 5.42% +0.82
BRK.B Berkshire Hathaway Inc. Class B Add +6.6% 2.93% +0.81
MELI MercadoLibre Inc. Add +1.0% 3.18% +0.69
AMT American Tower Corp. Add +6.1% 1.77% +0.50
JD Jd.com Inc.-ADR Add +548.1% 0.46% +0.40
CVX Chevron Corp. Add +13.8% 1.07% +0.33
UNH Unitedhealth Group Inc. Add +967.4% 0.25% +0.23
NEE Nextera Energy Inc. Add +12.1% 0.93% +0.17
CELH Celsius Holdings Inc. Add +583.8% 0.15% +0.14
BMY Bristol-Myers Squibb Co. Add +38.3% 0.32% +0.12
WM Waste Management Inc. Add +116.3% 0.17% +0.11
LLY Eli Lilly & Co. Add +21.8% 0.30% +0.09
IWR iShares Russell Mid-Cap ETF Add +15.0% 0.47% +0.09
IVV iShares Core S&P 500 ETF Add +400.0% 0.09% +0.08
DUK Duke Energy Corp. Add +94.8% 0.12% +0.07
VOO Vanguard S&P 500 ETF New 0.07% +0.07
FLOT iShares Floating Rate Bond E Add +35.2% 0.19% +0.06
SLB SLB Ltd. Add +29.1% 0.17% +0.06
MA Mastercard Inc. Class A Add +1.4% 0.39% +0.06
PROSHARES TR New 0.05% +0.05
VRSN Verisign Inc. New 0.05% +0.05
PHM Pultegroup Inc. Add +28.7% 0.20% +0.05
SBUX Starbucks Corp. Add +0.8% 0.27% +0.04
SIRI Sirius XM Holdings Inc. Add +2.1% 0.37% +0.04
GEHC GE Healthcare Technology Add +1.5% 0.28% +0.04
VUG Vanguard Mrngstar GR ETF-Sui New 0.03% +0.03
IEFA iShares Core MSCI Eafe ETF Add +26.1% 0.09% +0.03
VEA Vanguard Ftse Developed ETF New 0.03% +0.03
JPM JPMorgan Chase & Co. Add +2.3% 0.20% +0.03
VIG Vanguard Dividend Apprec ETF New 0.03% +0.03
IXUS iShares Core Intl Stock ETF New 0.02% +0.02
IEMG iShares Core MSCI Emerging New 0.02% +0.02
QUS SS SPDR MSCI U Stratfact ETF New 0.02% +0.02
VTI VG Morningstar TS MKT ETF-US New 0.01% +0.01
LIN Linde PLC Add +9.2% 0.05% +0.01
ASML ASML Holding NV-NY Reg SHS New 0.01% +0.01
SPEM State Street SP PTF Em ETF New 0.01% +0.01
MRNA Moderna Inc. Add +58.4% 0.06% +0.01
MRSH Marsh & McLennan Cos New 0.01% +0.01
TJX TJX Companies Inc. Add +8.5% 0.04% +0.01
ICE Intercontinental Exchange Inc. New 0.01% +0.01
AXP American Express Co. Add +0.3% 0.89% +0.00
ACN Accenture PLC Class A Add +15.0% 0.02% +0.00
TTD Trade Desk Inc./the Class A Add +3.4% 2.25% −1.98

Options Activity Q4 2024 → Q1 2025
TTD Trade Desk Inc./the Class A call New 10,000 $55K

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