Knuff & Co LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 11, 2026), Knuff & Co LLC reported 134 stock positions worth $331.9 million. Its top holding was Apple (AAPL) at 12.0% of the portfolio, followed by Microsoft (MSFT, 6.7%) and Procter & Gamble (PG, 5.7%). Compared with Q4 2025, it opened 18 new positions, sold out of 13, added to 34 and reduced 43. The biggest buy was Taiwan Semiconductor-SP ADR (TSM, shares +33%) and the biggest sale American Tower (AMT, shares −83%).
- Most Recent 13F
- Q2 2026
- Location
- FOSTER CITY, CA
- CIK
- 0001768089
- Portfolio Value
- $331.9M (Q1 2026)
- SEC Filing
- 0001768089-26-000002 ↗ filed May 11, 2026
Holdings Value
Holdings 134 stocks · $331.9M
| AAPL Apple Inc. | 12.04% | 157,489 | $40.0M | Reduce -0.8% |
| MSFT Microsoft Corp. | 6.68% | 59,863 | $22.2M | Add +0.4% |
| PG The Procter & Gamble Co. | 5.70% | 131,026 | $18.9M | Reduce -1.8% |
| NFLX Netflix Inc. | 5.03% | 173,500 | $16.7M | Add +4.3% |
| CAT Caterpillar Inc. | 4.44% | 20,782 | $14.7M | Add +1.0% |
| TSM Taiwan Semiconductor-SP ADR | 3.75% | 36,858 | $12.5M | Add +32.9% |
| GOOG Alphabet Inc. Class C | 3.53% | 40,801 | $11.7M | Add +0.8% |
| XOM Exxon Mobil Corp. | 3.21% | 62,872 | $10.7M | Reduce -0.1% |
| COST Costco Wholesale Corp. | 3.16% | 10,523 | $10.5M | Reduce -0.9% |
| MELI MercadoLibre Inc. | 2.97% | 5,703 | $9.9M | Add +14.6% |
| AMZN Amazon.com Inc. | 2.64% | 42,114 | $8.8M | Reduce -8.1% |
| NVO Novo-Nordisk A/S-Spons ADR | 2.60% | 235,229 | $8.6M | Add +37.0% |
| FTNT Fortinet Inc. | 2.56% | 103,975 | $8.5M | Reduce -1.3% |
| AVGO Broadcom Inc. | 2.29% | 24,561 | $7.6M | Reduce -2.2% |
| NVDA Nvidia Corp. | 2.12% | 40,415 | $7.0M | Reduce -1.8% |
| BABA Alibaba Group Holding-SP ADR | 2.12% | 56,138 | $7.0M | Reduce -1.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.07% | 14,367 | $6.9M | Reduce -15.1% |
| VRTX Vertex Pharmaceuticals Inc. | 1.88% | 13,981 | $6.2M | Reduce -1.5% |
| MNST Monster Beverage Corp. | 1.62% | 74,077 | $5.4M | Add +2.2% |
| NOW ServiceNow Inc. | 1.28% | 40,514 | $4.2M | Add +605.8% |
| EFX Equifax Inc. | 1.25% | 23,000 | $4.1M | Reduce -2.1% |
| CELH Celsius Holdings Inc. | 1.23% | 115,066 | $4.1M | Reduce -10.0% |
| GOOGL Alphabet Inc. Class A | 1.16% | 13,360 | $3.8M | Add +5.5% |
| ALB Albemarle Corp. | 1.14% | 21,000 | $3.8M | No change |
| MDB Mongodb Inc. | 1.13% | 15,359 | $3.8M | Add +8.4% |
| BA The Boeing Co. | 1.08% | 18,061 | $3.6M | No change |
| TMO Thermo Fisher Scientific Inc. | 1.08% | 7,306 | $3.6M | Reduce -10.2% |
| NEE Nextera Energy Inc. | 0.97% | 34,785 | $3.2M | Add +0.9% |
| CVX Chevron Corp. | 0.92% | 14,726 | $3.0M | Add +1.4% |
| AXP American Express Co. | 0.91% | 9,950 | $3.0M | No change |
| GE General Electric filed as GE AEROSPACE | 0.86% | 10,099 | $2.9M | Add +0.1% |
| HD Home Depot Inc. | 0.85% | 8,625 | $2.8M | Reduce -1.3% |
| AFL Aflac Inc. | 0.82% | 24,867 | $2.7M | No change |
| JNJ Johnson & Johnson | 0.76% | 10,357 | $2.5M | Add +25.6% |
| QXO Qxo Inc. | 0.75% | 128,548 | $2.5M | Add +3175.1% |
| GILD Gilead Sciences Inc. | 0.62% | 14,796 | $2.1M | Add +2.8% |
| GEV GE Vernova Inc. | 0.60% | 2,283 | $2.0M | Add +1.2% |
| ABBV Abbvie Inc. | 0.59% | 8,975 | $2.0M | Add +18.5% |
| CL Colgate-Palmolive Co. | 0.57% | 22,305 | $1.9M | No change |
| PFE Pfizer Inc. | 0.54% | 63,859 | $1.8M | No change |
| ORCL Oracle Corp. | 0.53% | 11,872 | $1.7M | Add +43.9% |
| V Visa Inc. Class A | 0.47% | 5,200 | $1.6M | No change |
| KO The Coca-Cola Co. | 0.44% | 19,300 | $1.5M | No change |
| PHM Pultegroup Inc. | 0.42% | 11,947 | $1.4M | Reduce -10.4% |
| MRK Merck & Co. Inc. | 0.40% | 11,038 | $1.3M | No change |
| SCHV Schwab US Large-Cap Value | 0.36% | 39,438 | $1.2M | Reduce -2.5% |
| WFC Wells Fargo & Co. | 0.34% | 14,292 | $1.1M | Reduce -14.4% |
| WM Waste Management Inc. | 0.34% | 4,921 | $1.1M | Reduce -14.1% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.33% | 11,270 | $1.1M | Reduce -13.7% |
| CMI Cummins Inc. | 0.32% | 1,965 | $1.1M | No change |
| BMY Bristol-Myers Squibb Co. | 0.30% | 16,238 | $985K | Add +48.5% |
| SBUX Starbucks Corp. | 0.29% | 10,670 | $956K | Add +2.1% |
| DHR Danaher Corp. | 0.27% | 4,762 | $903K | Reduce -2.2% |
| UNP Union Pacific Corp. | 0.26% | 3,560 | $864K | Reduce -2.7% |
| MA Mastercard Inc. Class A | 0.25% | 1,649 | $824K | Add +11.0% |
| APH Amphenol Corp. Class A | 0.21% | 5,600 | $708K | New |
| GLD SPDR Gold Shares | 0.21% | 1,610 | $693K | Reduce -7.2% |
| JPM JPMorgan Chase & Co. | 0.20% | 2,282 | $671K | Reduce -3.7% |
| AMGN Amgen Inc. | 0.19% | 1,800 | $633K | No change |
| LNG Cheniere Energy Inc. | 0.19% | 2,211 | $627K | New |
| VLTO Veralto Corp. | 0.19% | 6,983 | $617K | Add +32.2% |
| MPWR Monolithic Power Systems Inc. | 0.18% | 550 | $601K | No change |
| QCOM Qualcomm Inc. | 0.18% | 4,519 | $582K | Reduce -40.1% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.16% | 3,300 | $527K | No change |
| AMT American Tower Corp. | 0.15% | 2,975 | $513K | Reduce -83.3% |
| ECL Ecolab Inc. | 0.15% | 1,930 | $513K | Add +388.6% |
| ABT Abbott Laboratories | 0.15% | 4,875 | $501K | Reduce -23.4% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.15% | 368 | $486K | Reduce -6.4% |
| CRM Salesforce Inc. | 0.14% | 2,515 | $469K | Reduce -12.2% |
| EMR Emerson Electric Co. | 0.13% | 3,400 | $445K | New |
| PEP Pepsico Inc. | 0.12% | 2,608 | $405K | Reduce -10.1% |
| LIN Linde PLC | 0.11% | 768 | $381K | Add +33.6% |
| PGR Progressive Corp. | 0.11% | 1,816 | $360K | No change |
| GD General Dynamics Corp. | 0.10% | 1,000 | $343K | No change |
| VTEC Vanguard Ca Tax-Ex Bond | 0.09% | 3,000 | $297K | Add +275.0% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.09% | 743 | $290K | New |
| IEFA iShares Core MSCI Eafe ETF | 0.08% | 2,797 | $253K | No change |
| GEHC GE Healthcare Technology | 0.08% | 3,511 | $250K | Reduce -30.4% |
| WAB Wabtec Corp. | 0.08% | 1,000 | $250K | Reduce -0.3% |
| RLY SS Multi-Asset Real Ret ETF | 0.07% | 6,740 | $244K | New |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.07% | 1,000 | $242K | No change |
| CMG Chipotle Mexican Grill Inc. | 0.07% | 7,155 | $229K | Add +62.4% |
| UBER Uber Technologies Inc. | 0.07% | 3,000 | $216K | No change |
| FBIN Fortune Brands Innovations I | 0.06% | 5,322 | $207K | No change |
| LLY Eli Lilly & Co. | 0.06% | 221 | $203K | Reduce -22.7% |
| ACN Accenture PLC Class A | 0.06% | 1,000 | $198K | New |
| VLO Valero Energy Corp. | 0.06% | 800 | $198K | No change |
| LOW Lowe's Cos Inc. | 0.06% | 800 | $189K | Reduce -15.7% |
| DUK Duke Energy Corp. | 0.05% | 1,358 | $178K | Reduce -52.5% |
| VOO Vanguard S&P 500 ETF | 0.05% | 296 | $177K | Reduce -18.5% |
| ETN Eaton Corp. PLC | 0.05% | 453 | $162K | Reduce -0.7% |
| ENB Enbridge Inc. | 0.04% | 2,600 | $141K | Add +15.4% |
| DMY TECHNOLOGY GROUP INC IV filed as PLANET LABS PBC | 0.04% | 5,000 | $140K | No change |
| TXN Texas Instruments Inc. | 0.04% | 700 | $136K | No change |
| MRSH Marsh & McLennan Cos | 0.04% | 780 | $135K | New |
| VEA Vanguard Ftse Developed ETF | 0.04% | 2,081 | $133K | Add +335.4% |
| NXE Nexgen Energy Ltd. | 0.04% | 11,250 | $131K | No change |
| ALGN Align Technology Inc. | 0.04% | 752 | $129K | Reduce -6.2% |
| PAVE Global X US Infrastructure | 0.04% | 2,500 | $127K | No change |
| META Meta Platforms Inc. Class A | 0.04% | 210 | $120K | Reduce -6.7% |
Portfolio Sells Q4 2025 → Q1 2026
| AMT American Tower Corp. | Reduce -83.3% | 0.15% | −0.77 |
| AAPL Apple Inc. | Reduce -0.8% | 12.04% | −0.68 |
| MCHP Microchip Technology Inc. | Sold out | 0.00% | −0.67 |
| CELH Celsius Holdings Inc. | Reduce -10.0% | 1.23% | −0.49 |
| AMZN Amazon.com Inc. | Reduce -8.1% | 2.64% | −0.47 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -15.1% | 2.07% | −0.43 |
| BABA Alibaba Group Holding-SP ADR | Reduce -1.2% | 2.12% | −0.33 |
| TMO Thermo Fisher Scientific Inc. | Reduce -10.2% | 1.08% | −0.31 |
| AVGO Broadcom Inc. | Reduce -2.2% | 2.29% | −0.27 |
| EFX Equifax Inc. | Reduce -2.1% | 1.25% | −0.25 |
| QCOM Qualcomm Inc. | Reduce -40.1% | 0.18% | −0.20 |
| NVDA Nvidia Corp. | Reduce -1.8% | 2.12% | −0.14 |
| NKE Nike Inc. Class B | Sold out | 0.00% | −0.12 |
| WFC Wells Fargo & Co. | Reduce -14.4% | 0.34% | −0.12 |
| DIS The Walt Disney Co. | Reduce -13.7% | 0.33% | −0.11 |
| ABT Abbott Laboratories | Reduce -23.4% | 0.15% | −0.08 |
| CRM Salesforce Inc. | Reduce -12.2% | 0.14% | −0.08 |
| AMBA Ambarella Inc. | Sold out | 0.00% | −0.06 |
| DHR Danaher Corp. | Reduce -2.2% | 0.27% | −0.06 |
| GEHC GE Healthcare Technology | Reduce -30.4% | 0.08% | −0.05 |
| DUK Duke Energy Corp. | Reduce -52.5% | 0.05% | −0.05 |
| TTD Trade Desk Inc./the Class A | Sold out | 0.00% | −0.04 |
| ADBE Adobe Inc. | Sold out | 0.00% | −0.04 |
| PHM Pultegroup Inc. | Reduce -10.4% | 0.42% | −0.04 |
| HD Home Depot Inc. | Reduce -1.3% | 0.85% | −0.03 |
| WM Waste Management Inc. | Reduce -14.1% | 0.34% | −0.03 |
| FIS Fidelity National Info Serv | Sold out | 0.00% | −0.03 |
| LLY Eli Lilly & Co. | Reduce -22.7% | 0.06% | −0.03 |
| GRAB Grab Holdings Ltd. Class A | Sold out | 0.00% | −0.02 |
| JPM JPMorgan Chase & Co. | Reduce -3.7% | 0.20% | −0.02 |
| ADI Analog Devices Inc. | Sold out | 0.00% | −0.02 |
| CCJ Cameco Corp. | Sold out | 0.00% | −0.02 |
| OKLO Oklo Inc. | Reduce -12.5% | 0.03% | −0.02 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -1.5% | 1.88% | −0.02 |
| NXDR Nextdoor Holdings Inc. | Sold out | 0.00% | −0.02 |
| VOO Vanguard S&P 500 ETF | Reduce -18.5% | 0.05% | −0.01 |
| LOW Lowe's Cos Inc. | Reduce -15.7% | 0.06% | −0.01 |
| SMR Nuscale Power Corp. | Sold out | 0.00% | −0.01 |
| QUS SS SPDR MSCI U Stratfact ETF | Sold out | 0.00% | −0.01 |
| IVV iShares Core S&P 500 ETF | Reduce -47.4% | 0.01% | −0.01 |
| AGG iShares Core U.S. Aggregate | Reduce -40.8% | 0.01% | −0.01 |
| SYK Stryker Corp. | Sold out | 0.00% | −0.01 |
| META Meta Platforms Inc. Class A | Reduce -6.7% | 0.04% | −0.01 |
| XLV SS Health Care Select Sector | Reduce -13.8% | 0.01% | −0.00 |
| PEP Pepsico Inc. | Reduce -10.1% | 0.12% | −0.00 |
| ALGN Align Technology Inc. | Reduce -6.2% | 0.04% | +0.00 |
| ETN Eaton Corp. PLC | Reduce -0.7% | 0.05% | +0.01 |
| GLD SPDR Gold Shares | Reduce -7.2% | 0.21% | +0.01 |
| SCHV Schwab US Large-Cap Value | Reduce -2.5% | 0.36% | +0.01 |
| UNP Union Pacific Corp. | Reduce -2.7% | 0.26% | +0.01 |
Portfolio Buys Q4 2025 → Q1 2026
| TSM Taiwan Semiconductor-SP ADR | Add +32.9% | 3.75% | +1.27 |
| NOW ServiceNow Inc. | Add +605.8% | 1.28% | +1.02 |
| CAT Caterpillar Inc. | Add +1.0% | 4.44% | +0.96 |
| QXO Qxo Inc. | Add +3175.1% | 0.75% | +0.73 |
| NFLX Netflix Inc. | Add +4.3% | 5.03% | +0.43 |
| CVX Chevron Corp. | Add +1.4% | 0.92% | +0.27 |
| JNJ Johnson & Johnson | Add +25.6% | 0.76% | +0.26 |
| APH Amphenol Corp. Class A | New | 0.21% | +0.21 |
| LNG Cheniere Energy Inc. | New | 0.19% | +0.19 |
| GEV GE Vernova Inc. | Add +1.2% | 0.60% | +0.17 |
| NEE Nextera Energy Inc. | Add +0.9% | 0.97% | +0.16 |
| EMR Emerson Electric Co. | New | 0.13% | +0.13 |
| ECL Ecolab Inc. | Add +388.6% | 0.15% | +0.12 |
| BMY Bristol-Myers Squibb Co. | Add +48.5% | 0.30% | +0.12 |
| GILD Gilead Sciences Inc. | Add +2.8% | 0.62% | +0.10 |
| CRWD CrowdStrike Holdings Inc. Class A | New | 0.09% | +0.09 |
| ABBV Abbvie Inc. | Add +18.5% | 0.59% | +0.08 |
| RLY SS Multi-Asset Real Ret ETF | New | 0.07% | +0.07 |
| VTEC Vanguard Ca Tax-Ex Bond | Add +275.0% | 0.09% | +0.07 |
| ACN Accenture PLC Class A | New | 0.06% | +0.06 |
| ORCL Oracle Corp. | Add +43.9% | 0.53% | +0.05 |
| LIN Linde PLC | Add +33.6% | 0.11% | +0.04 |
| MRSH Marsh & McLennan Cos | New | 0.04% | +0.04 |
| BE Bloom Energy Corp. Class A | New | 0.04% | +0.04 |
| VEA Vanguard Ftse Developed ETF | Add +335.4% | 0.04% | +0.03 |
| VLTO Veralto Corp. | Add +32.2% | 0.19% | +0.03 |
| NVO Novo-Nordisk A/S-Spons ADR | Add +37.0% | 2.60% | +0.03 |
| SBUX Starbucks Corp. | Add +2.1% | 0.29% | +0.03 |
| SPYV SS SPDR P S&P 500 Value ETF | New | 0.03% | +0.03 |
| CMG Chipotle Mexican Grill Inc. | Add +62.4% | 0.07% | +0.02 |
| DIVI Franklin International Core | New | 0.02% | +0.02 |
| PANW Palo Alto Networks Inc. | Add +265.0% | 0.02% | +0.02 |
| MELI MercadoLibre Inc. | Add +14.6% | 2.97% | +0.02 |
| CP Canadian Pacific Kansas City | New | 0.01% | +0.01 |
| IUS Invesco Rafi Strategic US Et | New | 0.01% | +0.01 |
| FUTY Fidelity MSCI US Utilities | New | 0.01% | +0.01 |
| ENB Enbridge Inc. | Add +15.4% | 0.04% | +0.01 |
| SPDW Ste STR SPDR PT DW Eu ETF | New | 0.01% | +0.01 |
| HDEF Xtrackers MSCI Eafe High Div | New | 0.01% | +0.01 |
| IONQ Ionq Inc. | New | 0.01% | +0.01 |
| ASHR Xtrackers Harvest Csi 300 CH | New | 0.01% | +0.01 |
| SLB SLB Ltd. | New | 0.01% | +0.01 |
| PM Philip Morris International | Add +33.3% | 0.02% | +0.01 |
| SCHW Schwab (charles) Corp. | Add +28.2% | 0.02% | +0.00 |
| MA Mastercard Inc. Class A | Add +11.0% | 0.25% | −0.00 |
| COF Capital One Financial Corp. | Add +10.9% | 0.03% | −0.00 |
| GOOGL Alphabet Inc. Class A | Add +5.5% | 1.16% | −0.01 |
| MNST Monster Beverage Corp. | Add +2.2% | 1.62% | −0.02 |
| GE General Electric | Add +0.1% | 0.86% | −0.05 |
| GOOG Alphabet Inc. Class C | Add +0.8% | 3.53% | −0.22 |
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 |