Knuff & Co LLC

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 13, 2025), Knuff & Co LLC reported 122 stock positions worth $345.1 million. Its top holding was Apple (AAPL) at 11.5% of the portfolio, followed by Microsoft (MSFT, 8.9%) and Procter & Gamble (PG, 6.0%). Compared with Q2 2025, it opened 8 new positions, sold out of 8, added to 29 and reduced 34. The biggest buy was a new position in Alibaba Group Holding-SP ADR (BABA) and the biggest sale Trade Desk Inc./the Class A (TTD, shares −55%).

Most Recent 13F
Q2 2026
Location
FOSTER CITY, CA
CIK
0001768089
Portfolio Value
$345.1M (Q3 2025)
SEC Filing
0001768089-25-000007 ↗ filed Nov 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 Q2 2025 Q3 2025: $345.1M $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 · $345.1M
AAPL Apple Inc. 11.51% 156,038 $39.7M Add +6.3%
MSFT Microsoft Corp. 8.90% 59,301 $30.7M Reduce -0.0%
PG The Procter & Gamble Co. 5.97% 134,071 $20.6M Add +0.4%
NFLX Netflix Inc. 5.84% 16,816 $20.2M Reduce -2.7%
NVO Novo-Nordisk A/S-Spons ADR 4.10% 255,024 $14.2M Add +99.4%
MELI MercadoLibre Inc. 3.00% 4,424 $10.3M Add +0.5%
GOOG Alphabet Inc. Class C 2.85% 40,425 $9.8M Add +0.9%
COST Costco Wholesale Corp. 2.85% 10,613 $9.8M Add +2.7%
CAT Caterpillar Inc. 2.84% 20,569 $9.8M No change
BABA Alibaba Group Holding-SP ADR 2.82% 54,392 $9.7M New
FTNT Fortinet Inc. 2.56% 104,975 $8.8M Reduce -2.7%
BRK.B Berkshire Hathaway Inc. Class B 2.44% 16,773 $8.4M Add +2.7%
AVGO Broadcom Inc. 2.40% 25,068 $8.3M Reduce -1.6%
NVDA Nvidia Corp. 2.25% 41,605 $7.8M Add +0.1%
TSM Taiwan Semiconductor-SP ADR 2.13% 26,327 $7.4M Reduce -0.8%
AMZN Amazon.com Inc. 2.08% 32,692 $7.2M Add +0.9%
XOM Exxon Mobil Corp. 2.06% 62,932 $7.1M Reduce -0.0%
CELH Celsius Holdings Inc. 1.99% 119,364 $6.9M Add +5.4%
EFX Equifax Inc. 1.75% 23,500 $6.0M No change
VRTX Vertex Pharmaceuticals Inc. 1.61% 14,184 $5.6M Add +1.3%
JD Jd.com Inc.-ADR 1.50% 147,651 $5.2M Reduce -7.7%
MNST Monster Beverage Corp. 1.41% 72,477 $4.9M Reduce -9.6%
AMT American Tower Corp. 1.38% 24,745 $4.8M Reduce -0.6%
TMO Thermo Fisher Scientific Inc. 1.14% 8,106 $3.9M Add +21.6%
BA The Boeing Co. 1.12% 17,881 $3.9M No change
MDB Mongodb Inc. 1.04% 11,529 $3.6M New
HD Home Depot Inc. 1.03% 8,731 $3.5M No change
AXP American Express Co. 0.95% 9,844 $3.3M No change
GOOGL Alphabet Inc. Class A 0.88% 12,521 $3.0M Add +0.4%
GE General Electric filed as GE AEROSPACE 0.87% 9,999 $3.0M No change
AFL Aflac Inc. 0.80% 24,867 $2.8M Reduce -1.8%
TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC 0.80% 56,275 $2.8M Reduce -55.2%
NEE Nextera Energy Inc. 0.74% 34,005 $2.6M Reduce -4.2%
ORCL Oracle Corp. 0.67% 8,252 $2.3M No change
MCHP Microchip Technology Inc. 0.67% 35,876 $2.3M Reduce -1.4%
CVX Chevron Corp. 0.65% 14,526 $2.3M Reduce -0.4%
CL Colgate-Palmolive Co. 0.55% 23,805 $1.9M No change
V Visa Inc. Class A 0.51% 5,200 $1.8M No change
ABBV Abbvie Inc. 0.51% 7,580 $1.8M No change
ALB Albemarle Corp. 0.49% 21,000 $1.7M No change
PFE Pfizer Inc. 0.47% 63,859 $1.6M Reduce -0.1%
GILD Gilead Sciences Inc. 0.46% 14,396 $1.6M Add +16.4%
PHM Pultegroup Inc. 0.44% 11,457 $1.5M Add +109.6%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.43% 13,057 $1.5M No change
JNJ Johnson & Johnson 0.42% 7,757 $1.4M Reduce -2.5%
WFC Wells Fargo & Co. 0.41% 16,692 $1.4M No change
GEV GE Vernova Inc. 0.40% 2,233 $1.4M No change
KO The Coca-Cola Co. 0.37% 19,300 $1.3M No change
QCOM Qualcomm Inc. 0.36% 7,544 $1.3M Reduce -5.0%
SCHV Schwab US Large-Cap Value 0.34% 40,438 $1.2M Reduce -0.5%
VRSN Verisign Inc. 0.32% 3,979 $1.1M Add +23.3%
WM Waste Management Inc. 0.30% 4,704 $1.0M Add +9.7%
DHR Danaher Corp. 0.28% 4,889 $969K Reduce -20.3%
MRK Merck & Co. Inc. 0.27% 11,038 $926K Reduce -5.6%
UNP Union Pacific Corp. 0.25% 3,660 $865K No change
SBUX Starbucks Corp. 0.25% 10,095 $854K Add +7.4%
ABT Abbott Laboratories 0.25% 6,362 $852K Reduce -33.0%
MA Mastercard Inc. Class A 0.24% 1,486 $845K No change
CMI Cummins Inc. 0.24% 1,965 $830K Reduce -7.0%
JPM JPMorgan Chase & Co. 0.22% 2,369 $747K No change
CRM Salesforce Inc. 0.20% 2,908 $689K Reduce -0.1%
GLD SPDR Gold Shares 0.18% 1,735 $617K Add +9.5%
VLTO Veralto Corp. 0.16% 5,283 $563K No change
AMGN Amgen Inc. 0.15% 1,800 $508K No change
MPWR Monolithic Power Systems Inc. 0.15% 550 $506K Add +6.8%
PEP Pepsico Inc. 0.15% 3,602 $506K Reduce -9.5%
BMY Bristol-Myers Squibb Co. 0.14% 10,738 $484K Reduce -22.5%
PGR Progressive Corp. 0.13% 1,816 $448K No change
NKE Nike Inc. Class B 0.12% 5,713 $398K Add +35.2%
NOW ServiceNow Inc. 0.11% 425 $391K No change
AGG iShares Core U.S. Aggregate 0.11% 3,805 $381K New
GEHC GE Healthcare Technology 0.11% 5,011 $376K Add +4.2%
DUK Duke Energy Corp. 0.10% 2,858 $354K No change
ASML ASML Holding NV-NY Reg SHS 0.10% 363 $351K Add +626.0%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.10% 2,380 $344K Add +54.1%
ZTS Zoetis Inc. 0.10% 2,340 $342K No change
GD General Dynamics Corp. 0.10% 1,000 $341K No change
UBER Uber Technologies Inc. 0.09% 3,000 $294K No change
FBIN Fortune Brands Innovations I 0.08% 5,322 $284K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.08% 1,000 $282K No change
IEFA iShares Core MSCI Eafe ETF 0.07% 2,797 $244K No change
SIRI Sirius XM Holdings Inc. 0.07% 10,282 $239K Reduce -22.6%
LOW Lowe's Cos Inc. 0.07% 949 $238K No change
VOO Vanguard S&P 500 ETF 0.06% 363 $222K No change
WAB Wabtec Corp. 0.06% 1,000 $200K No change
LLY Eli Lilly & Co. 0.06% 262 $200K Reduce -59.8%
CMG Chipotle Mexican Grill Inc. 0.05% 4,375 $171K No change
ADBE Adobe Inc. 0.04% 400 $141K Reduce -44.8%
VLO Valero Energy Corp. 0.04% 800 $136K No change
LIN Linde PLC 0.04% 272 $129K Reduce -9.9%
TXN Texas Instruments Inc. 0.04% 700 $129K No change
ADP Automatic Data Processing 0.04% 413 $121K No change
PAVE Global X US Infrastructure 0.03% 2,500 $119K No change
ENB Enbridge Inc. 0.03% 2,252 $114K No change
ORLY O'reilly Automotive Inc. 0.03% 1,000 $108K Add +33.3%
FIS Fidelity National Info Serv 0.03% 1,500 $99K Reduce -89.2%
COF Capital One Financial Corp. 0.03% 451 $96K Reduce -14.3%
XLK SS Technology Select Sector 0.03% 325 $92K No change
ECL Ecolab Inc. 0.02% 313 $86K Add +1.3%
CME Cme Group Inc. 0.02% 300 $81K No change

Show all 122 holdings

Options reported separately and not counted above: MDB calls ($92K).

Portfolio Sells Q2 2025 → Q3 2025
TTD Trade Desk Inc./the Class A Reduce -55.2% 0.80% −2.05
NFLX Netflix Inc. Reduce -2.7% 5.84% −1.45
FTNT Fortinet Inc. Reduce -2.7% 2.56% −1.04
MSFT Microsoft Corp. Reduce -0.0% 8.90% −0.39
IWR iShares Russell Mid-Cap ETF Sold out 0.00% −0.39
AMT American Tower Corp. Reduce -0.6% 1.38% −0.35
FIS Fidelity National Info Serv Reduce -89.2% 0.03% −0.33
MNST Monster Beverage Corp. Reduce -9.6% 1.41% −0.17
ABT Abbott Laboratories Reduce -33.0% 0.25% −0.16
JD Jd.com Inc.-ADR Reduce -7.7% 1.50% −0.15
MCHP Microchip Technology Inc. Reduce -1.4% 0.67% −0.14
LLY Eli Lilly & Co. Reduce -59.8% 0.06% −0.10
DHR Danaher Corp. Reduce -20.3% 0.28% −0.10
LMT Lockheed Martin Corp. Sold out 0.00% −0.09
XOM Exxon Mobil Corp. Reduce -0.0% 2.06% −0.08
RHHBY Roche Holdings Ltd.-Spons ADR Sold out 0.00% −0.08
BMY Bristol-Myers Squibb Co. Reduce -22.5% 0.14% −0.06
CRM Salesforce Inc. Reduce -0.1% 0.20% −0.05
ADBE Adobe Inc. Reduce -44.8% 0.04% −0.05
AFL Aflac Inc. Reduce -1.8% 0.80% −0.04
QCOM Qualcomm Inc. Reduce -5.0% 0.36% −0.03
NEE Nextera Energy Inc. Reduce -4.2% 0.74% −0.03
PROSHARES TR Sold out 0.00% −0.03
SIRI Sirius XM Holdings Inc. Reduce -22.6% 0.07% −0.03
MRK Merck & Co. Inc. Reduce -5.6% 0.27% −0.02
PROSHARES TR Sold out 0.00% −0.02
SJM The JM Smucker Co. Sold out 0.00% −0.02
PEP Pepsico Inc. Reduce -9.5% 0.15% −0.02
PFE Pfizer Inc. Reduce -0.1% 0.47% −0.02
ACN Accenture PLC Class A Sold out 0.00% −0.01
SCHV Schwab US Large-Cap Value Reduce -0.5% 0.34% −0.01
FISV Fiserv Inc. Sold out 0.00% −0.01
COF Capital One Financial Corp. Reduce -14.3% 0.03% −0.01
LIN Linde PLC Reduce -9.9% 0.04% −0.01
CVX Chevron Corp. Reduce -0.4% 0.65% −0.00
VEA Vanguard Ftse Developed ETF Reduce -18.4% 0.01% −0.00
IVE iShares S&P 500 Value ETF Reduce -12.5% 0.01% −0.00
IVV iShares Core S&P 500 ETF Reduce -5.0% 0.02% −0.00
CMI Cummins Inc. Reduce -7.0% 0.24% +0.02
JNJ Johnson & Johnson Reduce -2.5% 0.42% +0.03
AVGO Broadcom Inc. Reduce -1.6% 2.40% +0.19
TSM Taiwan Semiconductor-SP ADR Reduce -0.8% 2.13% +0.24

Portfolio Buys Q2 2025 → Q3 2025
BABA Alibaba Group Holding-SP ADR New 2.82% +2.82
AAPL Apple Inc. Add +6.3% 11.51% +2.03
NVO Novo-Nordisk A/S-Spons ADR Add +99.4% 4.10% +1.32
MDB Mongodb Inc. New 1.04% +1.04
GOOG Alphabet Inc. Class C Add +0.9% 2.85% +0.62
CELH Celsius Holdings Inc. Add +5.4% 1.99% +0.33
TMO Thermo Fisher Scientific Inc. Add +21.6% 1.14% +0.29
PHM Pultegroup Inc. Add +109.6% 0.44% +0.25
GOOGL Alphabet Inc. Class A Add +0.4% 0.88% +0.19
NVDA Nvidia Corp. Add +0.1% 2.25% +0.18
AGG iShares Core U.S. Aggregate New 0.11% +0.11
ASML ASML Holding NV-NY Reg SHS Add +626.0% 0.10% +0.09
TJX TJX Companies Inc. Add +54.1% 0.10% +0.04
GILD Gilead Sciences Inc. Add +16.4% 0.46% +0.03
VRSN Verisign Inc. Add +23.3% 0.32% +0.03
MPWR Monolithic Power Systems Inc. Add +6.8% 0.15% +0.03
GLD SPDR Gold Shares Add +9.5% 0.18% +0.03
VTEC Vanguard Ca Tax-Ex Bond New 0.02% +0.02
NKE Nike Inc. Class B Add +35.2% 0.12% +0.02
GRAB Grab Holdings Ltd. Class A New 0.02% +0.02
CAVA Cava Group Inc. New 0.01% +0.01
ORLY O'reilly Automotive Inc. Add +33.3% 0.03% +0.01
ANET Arista Networks Inc. New 0.01% +0.01
XYL Xylem Inc. New 0.01% +0.01
META Meta Platforms Inc. Class A Add +25.0% 0.02% +0.00
SPOT Spotify Technology SA Add +22.9% 0.01% +0.00
ICE Intercontinental Exchange Inc. Add +14.3% 0.01% −0.00
ECL Ecolab Inc. Add +1.3% 0.02% −0.00
GEHC GE Healthcare Technology Add +4.2% 0.11% −0.00
WM Waste Management Inc. Add +9.7% 0.30% −0.01
SBUX Starbucks Corp. Add +7.4% 0.25% −0.02
BRK.B Berkshire Hathaway Inc. Class B Add +2.7% 2.44% −0.06
AMZN Amazon.com Inc. Add +0.9% 2.08% −0.16
VRTX Vertex Pharmaceuticals Inc. Add +1.3% 1.61% −0.35
COST Costco Wholesale Corp. Add +2.7% 2.85% −0.38
MELI MercadoLibre Inc. Add +0.5% 3.00% −0.63
PG The Procter & Gamble Co. Add +0.4% 5.97% −0.73

Options Activity Q2 2025 → Q3 2025
TTD Trade Desk Inc./the Class A call Sold out 5,000 $96Kbefore exit
MDB Mongodb Inc. call New 1,000 $92K
CELH Celsius Holdings Inc. call Sold out 2,000 $18Kbefore exit

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