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

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 Q1 2025 Q2 2025: $317.5M $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 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
ORLY O'reilly Automotive Inc. 0.02% 750 $68K Add +2.0%
PROSHARES TR 0.02% 4,000 $67K New
SJM The JM Smucker Co. filed as SMUCKER J M CO 0.02% 677 $66K No change
ADI Analog Devices Inc. 0.02% 275 $65K No change
IVV iShares Core S&P 500 ETF 0.02% 100 $62K Reduce -80.0%
PM Philip Morris International 0.02% 300 $55K No change
TRMB Trimble Inc. 0.02% 700 $53K No change
EBAY eBay Inc. 0.02% 700 $52K No change
SCHW Schwab (charles) Corp. 0.02% 546 $50K No change
META Meta Platforms Inc. Class A 0.01% 60 $44K New
ACN Accenture PLC Class A 0.01% 147 $44K Reduce -13.0%
ASML ASML Holding NV-NY Reg SHS 0.01% 50 $40K No change
ETN Eaton Corp. PLC 0.01% 111 $40K No change
XLV SS Health Care Select Sector 0.01% 290 $39K No change
IVE iShares S&P 500 Value ETF 0.01% 200 $39K No change
FISV Fiserv Inc. 0.01% 220 $38K No change
HON Honeywell International Inc. 0.01% 162 $38K Reduce -15.6%
VEA Vanguard Ftse Developed ETF 0.01% 586 $33K Reduce -63.0%
ICE Intercontinental Exchange Inc. 0.01% 175 $32K Add +73.3%
SYK Stryker Corp. 0.01% 80 $32K No change
QUS SS SPDR MSCI U Stratfact ETF 0.01% 188 $31K Reduce -38.4%
SPOT Spotify Technology SA 0.01% 35 $27K New

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

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