Knuff & Co LLC

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 4, 2026), Knuff & Co LLC reported 129 stock positions worth $339.3 million. Its top holding was Apple (AAPL) at 12.7% of the portfolio, followed by Microsoft (MSFT, 8.5%) and Procter & Gamble (PG, 5.6%). Compared with Q3 2025, it opened 14 new positions, sold out of 7, added to 40 and reduced 15. The biggest buy was Apple (AAPL, shares +2%) and the biggest sale Novo-Nordisk A/S-Spons ADR (NVO, shares −33%).

Most Recent 13F
Q2 2026
Location
FOSTER CITY, CA
CIK
0001768089
Portfolio Value
$339.3M (Q4 2025)
SEC Filing
0001768089-26-000001 ↗ filed Feb 4, 2026

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 Q3 2025 Q4 2025: $339.3M $339.3M Q4 2025 Q1 2026: $331.9M Q1 2026 Q2 2026: $394.9M Q2 2026

Holdings 129 stocks · $339.3M
AAPL Apple Inc. 12.73% 158,841 $43.2M Add +1.8%
MSFT Microsoft Corp. 8.50% 59,607 $28.8M Add +0.5%
PG The Procter & Gamble Co. 5.64% 133,447 $19.1M Reduce -0.5%
NFLX Netflix Inc. 4.60% 166,326 $15.6M Reduce -1.1%
GOOG Alphabet Inc. Class C 3.74% 40,473 $12.7M Add +0.1%
CAT Caterpillar Inc. 3.47% 20,569 $11.8M No change
AMZN Amazon.com Inc. 3.12% 45,816 $10.6M Add +40.1%
MELI MercadoLibre Inc. 2.95% 4,977 $10.0M Add +12.5%
COST Costco Wholesale Corp. 2.70% 10,616 $9.2M Add +0.0%
NVO Novo-Nordisk A/S-Spons ADR 2.58% 171,750 $8.7M Reduce -32.6%
AVGO Broadcom Inc. 2.56% 25,123 $8.7M Add +0.2%
BRK.B Berkshire Hathaway Inc. Class B 2.51% 16,913 $8.5M Add +0.8%
TSM Taiwan Semiconductor-SP ADR 2.48% 27,728 $8.4M Add +5.3%
FTNT Fortinet Inc. 2.46% 105,300 $8.3M Add +0.3%
BABA Alibaba Group Holding-SP ADR 2.45% 56,800 $8.3M Add +4.4%
NVDA Nvidia Corp. 2.26% 41,170 $7.7M Reduce -1.1%
XOM Exxon Mobil Corp. 2.23% 62,917 $7.6M Reduce -0.0%
VRTX Vertex Pharmaceuticals Inc. 1.90% 14,197 $6.4M Add +0.1%
MDB Mongodb Inc. 1.75% 14,171 $5.9M Add +22.9%
CELH Celsius Holdings Inc. 1.72% 127,881 $5.8M Add +7.1%
MNST Monster Beverage Corp. 1.64% 72,477 $5.6M No change
EFX Equifax Inc. 1.50% 23,500 $5.1M No change
TMO Thermo Fisher Scientific Inc. 1.39% 8,138 $4.7M Add +0.4%
GOOGL Alphabet Inc. Class A 1.17% 12,664 $4.0M Add +1.1%
BA The Boeing Co. 1.16% 18,061 $3.9M Add +1.0%
AXP American Express Co. 1.08% 9,950 $3.7M Add +1.1%
AMT American Tower Corp. 0.92% 17,810 $3.1M Reduce -28.0%
GE General Electric filed as GE AEROSPACE 0.92% 10,090 $3.1M Add +0.9%
HD Home Depot Inc. 0.89% 8,740 $3.0M Add +0.1%
ALB Albemarle Corp. 0.88% 21,000 $3.0M No change
NEE Nextera Energy Inc. 0.82% 34,485 $2.8M Add +1.4%
AFL Aflac Inc. 0.81% 24,867 $2.7M No change
MCHP Microchip Technology Inc. 0.67% 35,876 $2.3M No change
CVX Chevron Corp. 0.65% 14,526 $2.2M No change
V Visa Inc. Class A 0.54% 5,200 $1.8M No change
GILD Gilead Sciences Inc. 0.52% 14,396 $1.8M No change
CL Colgate-Palmolive Co. 0.52% 22,305 $1.8M Reduce -6.3%
ABBV Abbvie Inc. 0.51% 7,575 $1.7M Reduce -0.1%
JNJ Johnson & Johnson 0.50% 8,247 $1.7M Add +6.3%
ORCL Oracle Corp. 0.47% 8,252 $1.6M No change
PFE Pfizer Inc. 0.47% 63,859 $1.6M No change
PHM Pultegroup Inc. 0.46% 13,330 $1.6M Add +16.4%
WFC Wells Fargo & Co. 0.46% 16,692 $1.6M No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.44% 13,057 $1.5M No change
GEV GE Vernova Inc. 0.43% 2,255 $1.5M Add +1.0%
KO The Coca-Cola Co. 0.40% 19,300 $1.3M No change
QCOM Qualcomm Inc. 0.38% 7,544 $1.3M No change
WM Waste Management Inc. 0.37% 5,730 $1.3M Add +21.8%
SCHV Schwab US Large-Cap Value 0.35% 40,438 $1.2M No change
MRK Merck & Co. Inc. 0.34% 11,038 $1.2M No change
DHR Danaher Corp. 0.33% 4,869 $1.1M Reduce -0.4%
CMI Cummins Inc. 0.30% 1,965 $1.0M No change
SBUX Starbucks Corp. 0.26% 10,445 $880K Add +3.5%
NOW ServiceNow Inc. 0.26% 5,740 $879K Add +170.1%
MA Mastercard Inc. Class A 0.25% 1,486 $848K No change
UNP Union Pacific Corp. 0.25% 3,660 $847K No change
ABT Abbott Laboratories 0.23% 6,362 $797K No change
JPM JPMorgan Chase & Co. 0.23% 2,369 $763K No change
CRM Salesforce Inc. 0.22% 2,864 $759K Reduce -1.5%
GLD SPDR Gold Shares 0.20% 1,735 $688K No change
BMY Bristol-Myers Squibb Co. 0.17% 10,938 $590K Add +1.9%
AMGN Amgen Inc. 0.17% 1,800 $589K No change
VLTO Veralto Corp. 0.16% 5,283 $527K No change
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.15% 3,300 $507K Add +38.7%
MPWR Monolithic Power Systems Inc. 0.15% 550 $498K No change
ASML ASML Holding NV-NY Reg SHS 0.12% 393 $420K Add +8.3%
PEP Pepsico Inc. 0.12% 2,902 $416K Reduce -19.4%
PGR Progressive Corp. 0.12% 1,816 $414K No change
GEHC GE Healthcare Technology 0.12% 5,041 $413K Add +0.6%
NKE Nike Inc. Class B 0.12% 6,383 $407K Add +11.7%
GD General Dynamics Corp. 0.10% 1,000 $337K No change
DUK Duke Energy Corp. 0.10% 2,858 $335K No change
LLY Eli Lilly & Co. 0.09% 286 $307K Add +9.2%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.09% 1,000 $296K No change
FBIN Fortune Brands Innovations I 0.08% 5,322 $266K No change
IEFA iShares Core MSCI Eafe ETF 0.07% 2,797 $250K No change
LIN Linde PLC 0.07% 575 $245K Add +111.4%
UBER Uber Technologies Inc. 0.07% 3,000 $245K No change
LOW Lowe's Cos Inc. 0.07% 949 $229K No change
VOO Vanguard S&P 500 ETF 0.07% 363 $228K No change
WAB Wabtec Corp. 0.06% 1,003 $214K Add +0.3%
AMBA Ambarella Inc. 0.06% 3,020 $214K New
CMG Chipotle Mexican Grill Inc. 0.05% 4,405 $163K Add +0.7%
TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC 0.04% 4,000 $152K Reduce -92.9%
META Meta Platforms Inc. Class A 0.04% 225 $149K Add +200.0%
ETN Eaton Corp. PLC 0.04% 456 $145K Add +310.8%
OKLO Oklo Inc. 0.04% 2,000 $144K New
ADBE Adobe Inc. 0.04% 400 $140K No change
VLO Valero Energy Corp. 0.04% 800 $130K No change
ALGN Align Technology Inc. 0.04% 802 $125K New
TXN Texas Instruments Inc. 0.04% 700 $121K No change
PAVE Global X US Infrastructure 0.04% 2,500 $119K No change
COF Capital One Financial Corp. 0.03% 451 $109K No change
ENB Enbridge Inc. 0.03% 2,252 $108K No change
ADP Automatic Data Processing 0.03% 413 $106K No change
ZTS Zoetis Inc. 0.03% 840 $106K Reduce -64.1%
ECL Ecolab Inc. 0.03% 395 $104K Add +26.2%
NXE Nexgen Energy Ltd. 0.03% 11,250 $104K New
FIS Fidelity National Info Serv 0.03% 1,500 $100K No change
DMY TECHNOLOGY GROUP INC IV filed as PLANET LABS PBC 0.03% 5,000 $99K New

Show all 129 holdings

Portfolio Sells Q3 2025 → Q4 2025
NVO Novo-Nordisk A/S-Spons ADR Reduce -32.6% 2.58% −1.53
JD Jd.com Inc.-ADR Sold out 0.00% −1.50
NFLX Netflix Inc. Reduce -1.1% 4.60% −1.25
TTD Trade Desk Inc./the Class A Reduce -92.9% 0.04% −0.75
AMT American Tower Corp. Reduce -28.0% 0.92% −0.46
PG The Procter & Gamble Co. Reduce -0.5% 5.64% −0.33
VRSN Verisign Inc. Sold out 0.00% −0.32
AGG iShares Core U.S. Aggregate Reduce -80.0% 0.02% −0.09
SIRI Sirius XM Holdings Inc. Sold out 0.00% −0.07
ZTS Zoetis Inc. Reduce -64.1% 0.03% −0.07
CL Colgate-Palmolive Co. Reduce -6.3% 0.52% −0.03
PEP Pepsico Inc. Reduce -19.4% 0.12% −0.02
CAVA Cava Group Inc. Sold out 0.00% −0.01
ORLY O'reilly Automotive Inc. Reduce -25.0% 0.02% −0.01
ICE Intercontinental Exchange Inc. Sold out 0.00% −0.01
SPOT Spotify Technology SA Sold out 0.00% −0.01
XYL Xylem Inc. Sold out 0.00% −0.01
ABBV Abbvie Inc. Reduce -0.1% 0.51% +0.00
NVDA Nvidia Corp. Reduce -1.1% 2.26% +0.01
CRM Salesforce Inc. Reduce -1.5% 0.22% +0.02
DHR Danaher Corp. Reduce -0.4% 0.33% +0.05
XOM Exxon Mobil Corp. Reduce -0.0% 2.23% +0.18

Portfolio Buys Q3 2025 → Q4 2025
AAPL Apple Inc. Add +1.8% 12.73% +1.21
AMZN Amazon.com Inc. Add +40.1% 3.12% +1.04
GOOG Alphabet Inc. Class C Add +0.1% 3.74% +0.89
MDB Mongodb Inc. Add +22.9% 1.75% +0.72
TSM Taiwan Semiconductor-SP ADR Add +5.3% 2.48% +0.35
VRTX Vertex Pharmaceuticals Inc. Add +0.1% 1.90% +0.29
GOOGL Alphabet Inc. Class A Add +1.1% 1.17% +0.29
TMO Thermo Fisher Scientific Inc. Add +0.4% 1.39% +0.25
AVGO Broadcom Inc. Add +0.2% 2.56% +0.17
NOW ServiceNow Inc. Add +170.1% 0.26% +0.15
AXP American Express Co. Add +1.1% 1.08% +0.14
JNJ Johnson & Johnson Add +6.3% 0.50% +0.09
NEE Nextera Energy Inc. Add +1.4% 0.82% +0.07
WM Waste Management Inc. Add +21.8% 0.37% +0.07
AMBA Ambarella Inc. New 0.06% +0.06
BRK.B Berkshire Hathaway Inc. Class B Add +0.8% 2.51% +0.06
TJX TJX Companies Inc. Add +38.7% 0.15% +0.05
GE General Electric Add +0.9% 0.92% +0.04
OKLO Oklo Inc. New 0.04% +0.04
BA The Boeing Co. Add +1.0% 1.16% +0.04
ALGN Align Technology Inc. New 0.04% +0.04
GEV GE Vernova Inc. Add +1.0% 0.43% +0.04
LIN Linde PLC Add +111.4% 0.07% +0.03
BMY Bristol-Myers Squibb Co. Add +1.9% 0.17% +0.03
LLY Eli Lilly & Co. Add +9.2% 0.09% +0.03
ETN Eaton Corp. PLC Add +310.8% 0.04% +0.03
NXE Nexgen Energy Ltd. New 0.03% +0.03
DMY TECHNOLOGY GROUP INC IV New 0.03% +0.03
META Meta Platforms Inc. Class A Add +200.0% 0.04% +0.03
QXO Qxo Inc. New 0.02% +0.02
ASML ASML Holding NV-NY Reg SHS Add +8.3% 0.12% +0.02
PHM Pultegroup Inc. Add +16.4% 0.46% +0.02
CCJ Cameco Corp. New 0.02% +0.02
RSP Invesco S&P 500 Equal Weight New 0.02% +0.02
UUUU Energy Fuels Inc. New 0.02% +0.02
NXDR Nextdoor Holdings Inc. New 0.02% +0.02
GEHC GE Healthcare Technology Add +0.6% 0.12% +0.01
SBUX Starbucks Corp. Add +3.5% 0.26% +0.01
PSA Public Storage New 0.01% +0.01
SMR Nuscale Power Corp. New 0.01% +0.01
URNM Sprott Uranium Miners ETF New 0.01% +0.01
PANW Palo Alto Networks Inc. New 0.01% +0.01
ECL Ecolab Inc. Add +26.2% 0.03% +0.01
WAB Wabtec Corp. Add +0.3% 0.06% +0.01
NKE Nike Inc. Class B Add +11.7% 0.12% +0.00
GRAB Grab Holdings Ltd. Class A Add +33.3% 0.02% +0.00
CMG Chipotle Mexican Grill Inc. Add +0.7% 0.05% −0.00
MELI MercadoLibre Inc. Add +12.5% 2.95% −0.04
FTNT Fortinet Inc. Add +0.3% 2.46% −0.10
HD Home Depot Inc. Add +0.1% 0.89% −0.14

Options Activity Q3 2025 → Q4 2025
MDB Mongodb Inc. call Sold out 1,000 $92Kbefore 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