Knuff & Co LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 13, 2025), Knuff & Co LLC reported 122 stock positions worth $317.5 million. Its top holding was Apple (AAPL) at 9.5% of the portfolio, followed by Microsoft (MSFT, 9.3%) and Netflix (NFLX, 7.3%). Compared with Q1 2025, it opened 8 new positions, sold out of 19, added to 26 and reduced 54. The biggest buy was Microsoft (MSFT, shares +1%) and the biggest sale an exit from Alibaba Group Holding-SP ADR (BABA).
- Most Recent 13F
- Q2 2026
- Location
- FOSTER CITY, CA
- CIK
- 0001768089
- Portfolio Value
- $317.5M (Q2 2025)
- SEC Filing
- 0001768089-25-000005 ↗ filed Aug 13, 2025
Holdings Value
Holdings 122 stocks · $317.5M
| AAPL Apple Inc. | 9.48% | 146,720 | $30.1M | Reduce -4.2% |
| MSFT Microsoft Corp. | 9.29% | 59,309 | $29.5M | Add +0.9% |
| NFLX Netflix Inc. | 7.29% | 17,286 | $23.1M | Reduce -0.1% |
| PG The Procter & Gamble Co. | 6.70% | 133,540 | $21.3M | Reduce -0.4% |
| MELI MercadoLibre Inc. | 3.62% | 4,401 | $11.5M | Reduce -9.3% |
| FTNT Fortinet Inc. | 3.59% | 107,925 | $11.4M | Reduce -1.1% |
| COST Costco Wholesale Corp. | 3.22% | 10,333 | $10.2M | Add +0.2% |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 2.85% | 125,521 | $9.0M | Add +2.5% |
| NVO Novo-Nordisk A/S-Spons ADR | 2.78% | 127,919 | $8.8M | Add +52.5% |
| CAT Caterpillar Inc. | 2.52% | 20,569 | $8.0M | Reduce -2.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.50% | 16,337 | $7.9M | Reduce -0.4% |
| AMZN Amazon.com Inc. | 2.24% | 32,402 | $7.1M | Reduce -8.4% |
| GOOG Alphabet Inc. Class C | 2.24% | 40,050 | $7.1M | Reduce -5.6% |
| AVGO Broadcom Inc. | 2.21% | 25,466 | $7.0M | Reduce -1.0% |
| XOM Exxon Mobil Corp. | 2.14% | 62,953 | $6.8M | Reduce -3.1% |
| NVDA Nvidia Corp. | 2.07% | 41,560 | $6.6M | Reduce -14.7% |
| VRTX Vertex Pharmaceuticals Inc. | 1.96% | 13,996 | $6.2M | Add +1.2% |
| EFX Equifax Inc. | 1.92% | 23,500 | $6.1M | Reduce -9.6% |
| TSM Taiwan Semiconductor-SP ADR | 1.89% | 26,537 | $6.0M | Add +1.8% |
| AMT American Tower Corp. | 1.73% | 24,889 | $5.5M | Add +2.8% |
| CELH Celsius Holdings Inc. | 1.66% | 113,288 | $5.3M | Add +778.9% |
| JD Jd.com Inc.-ADR | 1.64% | 159,951 | $5.2M | Add +381.5% |
| MNST Monster Beverage Corp. | 1.58% | 80,162 | $5.0M | Reduce -2.2% |
| BA The Boeing Co. | 1.18% | 17,881 | $3.7M | Add +0.7% |
| HD Home Depot Inc. | 1.01% | 8,731 | $3.2M | Reduce -0.5% |
| AXP American Express Co. | 0.99% | 9,844 | $3.1M | No change |
| TMO Thermo Fisher Scientific Inc. | 0.85% | 6,669 | $2.7M | Reduce -34.8% |
| AFL Aflac Inc. | 0.84% | 25,325 | $2.7M | Reduce -0.4% |
| GE General Electric filed as GE AEROSPACE | 0.81% | 9,999 | $2.6M | Reduce -2.4% |
| MCHP Microchip Technology Inc. | 0.81% | 36,372 | $2.6M | Reduce -2.8% |
| NEE Nextera Energy Inc. | 0.78% | 35,483 | $2.5M | Reduce -9.0% |
| GOOGL Alphabet Inc. Class A | 0.69% | 12,471 | $2.2M | Add +0.3% |
| CL Colgate-Palmolive Co. | 0.68% | 23,805 | $2.2M | No change |
| CVX Chevron Corp. | 0.66% | 14,588 | $2.1M | Reduce -23.3% |
| V Visa Inc. Class A | 0.58% | 5,200 | $1.8M | Reduce -8.1% |
| ORCL Oracle Corp. | 0.57% | 8,252 | $1.8M | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.51% | 13,057 | $1.6M | Reduce -7.3% |
| PFE Pfizer Inc. | 0.49% | 63,930 | $1.5M | Add +0.1% |
| ABBV Abbvie Inc. | 0.44% | 7,580 | $1.4M | Reduce -4.0% |
| GILD Gilead Sciences Inc. | 0.43% | 12,362 | $1.4M | No change |
| KO The Coca-Cola Co. | 0.43% | 19,300 | $1.4M | No change |
| WFC Wells Fargo & Co. | 0.42% | 16,692 | $1.3M | No change |
| ALB Albemarle Corp. | 0.41% | 21,000 | $1.3M | Reduce -23.9% |
| ABT Abbott Laboratories | 0.41% | 9,502 | $1.3M | Add +2.6% |
| QCOM Qualcomm Inc. | 0.40% | 7,944 | $1.3M | Reduce -1.2% |
| IWR iShares Russell Mid-Cap ETF | 0.39% | 13,437 | $1.2M | Reduce -19.2% |
| JNJ Johnson & Johnson | 0.38% | 7,957 | $1.2M | No change |
| DHR Danaher Corp. | 0.38% | 6,135 | $1.2M | Reduce -2.1% |
| GEV GE Vernova Inc. | 0.37% | 2,233 | $1.2M | No change |
| FIS Fidelity National Info Serv | 0.36% | 13,900 | $1.1M | No change |
| SCHV Schwab US Large-Cap Value | 0.35% | 40,638 | $1.1M | Reduce -2.4% |
| WM Waste Management Inc. | 0.31% | 4,289 | $981K | Add +98.3% |
| VRSN Verisign Inc. | 0.29% | 3,228 | $932K | Add +438.0% |
| MRK Merck & Co. Inc. | 0.29% | 11,688 | $925K | Reduce -3.4% |
| SBUX Starbucks Corp. | 0.27% | 9,402 | $862K | Add +14.1% |
| UNP Union Pacific Corp. | 0.27% | 3,660 | $842K | Reduce -4.8% |
| MA Mastercard Inc. Class A | 0.26% | 1,486 | $835K | Reduce -30.5% |
| CRM Salesforce Inc. | 0.25% | 2,910 | $794K | Reduce -0.8% |
| CMI Cummins Inc. | 0.22% | 2,112 | $692K | No change |
| JPM JPMorgan Chase & Co. | 0.22% | 2,369 | $687K | No change |
| BMY Bristol-Myers Squibb Co. | 0.20% | 13,848 | $641K | Reduce -10.9% |
| PHM Pultegroup Inc. | 0.18% | 5,465 | $587K | Reduce -5.6% |
| VLTO Veralto Corp. | 0.17% | 5,283 | $533K | Reduce -3.2% |
| PEP Pepsico Inc. | 0.17% | 3,982 | $526K | Add +0.5% |
| LLY Eli Lilly & Co. | 0.16% | 652 | $508K | Reduce -40.5% |
| AMGN Amgen Inc. | 0.16% | 1,800 | $503K | Add +4.5% |
| PGR Progressive Corp. | 0.15% | 1,816 | $485K | No change |
| GLD SPDR Gold Shares | 0.15% | 1,585 | $483K | Add +18.7% |
| NOW ServiceNow Inc. | 0.14% | 425 | $437K | No change |
| MPWR Monolithic Power Systems Inc. | 0.12% | 515 | $377K | Reduce -22.8% |
| ZTS Zoetis Inc. | 0.11% | 2,340 | $365K | No change |
| GEHC GE Healthcare Technology | 0.11% | 4,811 | $356K | Reduce -53.2% |
| DUK Duke Energy Corp. | 0.11% | 2,858 | $337K | Add +0.2% |
| SIRI Sirius XM Holdings Inc. | 0.10% | 13,282 | $305K | Reduce -73.1% |
| NKE Nike Inc. Class B | 0.09% | 4,225 | $300K | Reduce -70.9% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.09% | 1,000 | $295K | No change |
| GD General Dynamics Corp. | 0.09% | 1,000 | $292K | No change |
| ADBE Adobe Inc. | 0.09% | 725 | $280K | Reduce -20.9% |
| UBER Uber Technologies Inc. | 0.09% | 3,000 | $280K | Reduce -40.0% |
| LMT Lockheed Martin Corp. | 0.09% | 598 | $277K | New |
| FBIN Fortune Brands Innovations I | 0.09% | 5,322 | $274K | Reduce -1.5% |
| RHHBY Roche Holdings Ltd.-Spons ADR | 0.08% | 6,260 | $255K | New |
| CMG Chipotle Mexican Grill Inc. | 0.08% | 4,375 | $246K | Reduce -47.8% |
| IEFA iShares Core MSCI Eafe ETF | 0.07% | 2,797 | $233K | Reduce -20.7% |
| LOW Lowe's Cos Inc. | 0.07% | 949 | $211K | Reduce -3.6% |
| WAB Wabtec Corp. | 0.07% | 1,000 | $209K | No change |
| VOO Vanguard S&P 500 ETF | 0.06% | 363 | $206K | Reduce -9.0% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.06% | 1,544 | $191K | Add +46.2% |
| TXN Texas Instruments Inc. | 0.05% | 700 | $145K | Reduce -22.2% |
| LIN Linde PLC | 0.04% | 302 | $142K | Add +1.7% |
| ADP Automatic Data Processing | 0.04% | 413 | $127K | No change |
| COF Capital One Financial Corp. | 0.04% | 526 | $112K | New |
| PAVE Global X US Infrastructure | 0.03% | 2,500 | $109K | New |
| VLO Valero Energy Corp. | 0.03% | 800 | $108K | New |
| ENB Enbridge Inc. | 0.03% | 2,252 | $102K | No change |
| PROSHARES TR | 0.03% | 5,000 | $98K | Add +25.0% |
| ECL Ecolab Inc. | 0.03% | 309 | $83K | No change |
| CME Cme Group Inc. | 0.03% | 300 | $83K | Add +108.3% |
| XLK SS Technology Select Sector | 0.03% | 325 | $82K | No change |
| TT Trane Technologies PLC | 0.02% | 167 | $73K | No change |
Options reported separately and not counted above: TTD calls ($96K), CELH calls ($18K).
Portfolio Sells Q1 2025 → Q2 2025
| BABA Alibaba Group Holding-SP ADR | Sold out | 0.00% | −2.27 |
| AAPL Apple Inc. | Reduce -4.2% | 9.48% | −1.93 |
| PG The Procter & Gamble Co. | Reduce -0.4% | 6.70% | −0.97 |
| TMO Thermo Fisher Scientific Inc. | Reduce -34.8% | 0.85% | −0.86 |
| XOM Exxon Mobil Corp. | Reduce -3.1% | 2.14% | −0.46 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.4% | 2.50% | −0.43 |
| CVX Chevron Corp. | Reduce -23.3% | 0.66% | −0.41 |
| SIRI Sirius XM Holdings Inc. | Reduce -73.1% | 0.10% | −0.28 |
| UNH Unitedhealth Group Inc. | Sold out | 0.00% | −0.25 |
| ALB Albemarle Corp. | Reduce -23.9% | 0.41% | −0.25 |
| NKE Nike Inc. Class B | Reduce -70.9% | 0.09% | −0.21 |
| EFX Equifax Inc. | Reduce -9.6% | 1.92% | −0.21 |
| FLOT iShares Floating Rate Bond E | Sold out | 0.00% | −0.19 |
| SLB SLB Ltd. | Sold out | 0.00% | −0.17 |
| GEHC GE Healthcare Technology | Reduce -53.2% | 0.11% | −0.17 |
| SPY SS SPDR S&P 500 ETF Trust-US | Sold out | 0.00% | −0.16 |
| NEE Nextera Energy Inc. | Reduce -9.0% | 0.78% | −0.15 |
| LLY Eli Lilly & Co. | Reduce -40.5% | 0.16% | −0.14 |
| MA Mastercard Inc. Class A | Reduce -30.5% | 0.26% | −0.13 |
| BMY Bristol-Myers Squibb Co. | Reduce -10.9% | 0.20% | −0.12 |
| ABBV Abbvie Inc. | Reduce -4.0% | 0.44% | −0.11 |
| AFL Aflac Inc. | Reduce -0.4% | 0.84% | −0.11 |
| IWR iShares Russell Mid-Cap ETF | Reduce -19.2% | 0.39% | −0.09 |
| V Visa Inc. Class A | Reduce -8.1% | 0.58% | −0.08 |
| QQQ Invesco QQQ Trust Series 1 | Sold out | 0.00% | −0.08 |
| IVV iShares Core S&P 500 ETF | Reduce -80.0% | 0.02% | −0.07 |
| MRK Merck & Co. Inc. | Reduce -3.4% | 0.29% | −0.07 |
| HD Home Depot Inc. | Reduce -0.5% | 1.01% | −0.07 |
| CMG Chipotle Mexican Grill Inc. | Reduce -47.8% | 0.08% | −0.06 |
| MRNA Moderna Inc. | Sold out | 0.00% | −0.06 |
| DHR Danaher Corp. | Reduce -2.1% | 0.38% | −0.05 |
| UNP Union Pacific Corp. | Reduce -4.8% | 0.27% | −0.04 |
| INTC Intel Corp. | Sold out | 0.00% | −0.03 |
| UBER Uber Technologies Inc. | Reduce -40.0% | 0.09% | −0.03 |
| VUG Vanguard Mrngstar GR ETF-Sui | Sold out | 0.00% | −0.03 |
| ADBE Adobe Inc. | Reduce -20.9% | 0.09% | −0.03 |
| MNST Monster Beverage Corp. | Reduce -2.2% | 1.58% | −0.03 |
| VIG Vanguard Dividend Apprec ETF | Sold out | 0.00% | −0.03 |
| FBIN Fortune Brands Innovations I | Reduce -1.5% | 0.09% | −0.02 |
| IXUS iShares Core Intl Stock ETF | Sold out | 0.00% | −0.02 |
| IJH iShares Core S&P Midcap ETF | Sold out | 0.00% | −0.02 |
| AMZN Amazon.com Inc. | Reduce -8.4% | 2.24% | −0.02 |
| CPAY Corpay Inc. | Sold out | 0.00% | −0.02 |
| TTWO Take-Two Interactive Softwre | Sold out | 0.00% | −0.02 |
| SCHV Schwab US Large-Cap Value | Reduce -2.4% | 0.35% | −0.02 |
| VEA Vanguard Ftse Developed ETF | Reduce -63.0% | 0.01% | −0.02 |
| IEMG iShares Core MSCI Emerging | Sold out | 0.00% | −0.02 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -20.7% | 0.07% | −0.02 |
| QCOM Qualcomm Inc. | Reduce -1.2% | 0.40% | −0.02 |
| PHM Pultegroup Inc. | Reduce -5.6% | 0.18% | −0.01 |
Portfolio Buys Q1 2025 → Q2 2025
| MSFT Microsoft Corp. | Add +0.9% | 9.29% | +1.89 |
| CELH Celsius Holdings Inc. | Add +778.9% | 1.66% | +1.50 |
| JD Jd.com Inc.-ADR | Add +381.5% | 1.64% | +1.19 |
| NVO Novo-Nordisk A/S-Spons ADR | Add +52.5% | 2.78% | +0.83 |
| TTD Trade Desk Inc./the Class A | Add +2.5% | 2.85% | +0.60 |
| TSM Taiwan Semiconductor-SP ADR | Add +1.8% | 1.89% | +0.44 |
| VRSN Verisign Inc. | Add +438.0% | 0.29% | +0.24 |
| BA The Boeing Co. | Add +0.7% | 1.18% | +0.16 |
| WM Waste Management Inc. | Add +98.3% | 0.31% | +0.14 |
| LMT Lockheed Martin Corp. | New | 0.09% | +0.09 |
| RHHBY Roche Holdings Ltd.-Spons ADR | New | 0.08% | +0.08 |
| GOOGL Alphabet Inc. Class A | Add +0.3% | 0.69% | +0.05 |
| COF Capital One Financial Corp. | New | 0.04% | +0.04 |
| PAVE Global X US Infrastructure | New | 0.03% | +0.03 |
| VLO Valero Energy Corp. | New | 0.03% | +0.03 |
| GLD SPDR Gold Shares | Add +18.7% | 0.15% | +0.02 |
| PROSHARES TR | New | 0.02% | +0.02 |
| TJX TJX Companies Inc. | Add +46.2% | 0.06% | +0.02 |
| META Meta Platforms Inc. Class A | New | 0.01% | +0.01 |
| CME Cme Group Inc. | Add +108.3% | 0.03% | +0.01 |
| SPOT Spotify Technology SA | New | 0.01% | +0.01 |
| ICE Intercontinental Exchange Inc. | Add +73.3% | 0.01% | +0.00 |
| SBUX Starbucks Corp. | Add +14.1% | 0.27% | +0.00 |
| LIN Linde PLC | Add +1.7% | 0.04% | −0.00 |
| ORLY O'reilly Automotive Inc. | Add +2.0% | 0.02% | −0.00 |
| ABT Abbott Laboratories | Add +2.6% | 0.41% | −0.01 |
| DUK Duke Energy Corp. | Add +0.2% | 0.11% | −0.01 |
| PROSHARES TR | Add +25.0% | 0.03% | −0.02 |
| AMGN Amgen Inc. | Add +4.5% | 0.16% | −0.02 |
| PEP Pepsico Inc. | Add +0.5% | 0.17% | −0.03 |
| AMT American Tower Corp. | Add +2.8% | 1.73% | −0.04 |
| COST Costco Wholesale Corp. | Add +0.2% | 3.22% | −0.05 |
| PFE Pfizer Inc. | Add +0.1% | 0.49% | −0.06 |
| VRTX Vertex Pharmaceuticals Inc. | Add +1.2% | 1.96% | −0.29 |
Options Activity Q1 2025 → Q2 2025
| TTD Trade Desk Inc./the Class A | call | Reduce -50.0% | 5,000 | $96K |
| CELH Celsius Holdings Inc. | call | New | 2,000 | $18K |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
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 |