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

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

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%
BE Bloom Energy Corp. Class A 0.04% 865 $117K New
ZTS Zoetis Inc. 0.03% 840 $99K No change
COF Capital One Financial Corp. 0.03% 500 $91K Add +10.9%
CME Cme Group Inc. 0.03% 300 $89K No change
OKLO Oklo Inc. 0.03% 1,750 $87K Reduce -12.5%
XLK SS Technology Select Sector 0.03% 650 $86K No change
SPYV SS SPDR P S&P 500 Value ETF 0.03% 1,502 $85K New
ADP Automatic Data Processing 0.03% 413 $84K No change
PANW Palo Alto Networks Inc. 0.02% 511 $82K Add +265.0%
TT Trane Technologies PLC 0.02% 167 $70K No change
ORLY O'reilly Automotive Inc. 0.02% 750 $69K No change
UUUU Energy Fuels Inc. 0.02% 3,750 $68K No change
PM Philip Morris International 0.02% 400 $66K Add +33.3%
SCHW Schwab (charles) Corp. 0.02% 700 $66K Add +28.2%
EBAY eBay Inc. 0.02% 700 $64K No change
RSP Invesco S&P 500 Equal Weight 0.02% 300 $58K No change
DIVI Franklin International Core 0.02% 1,428 $57K New
TRMB Trimble Inc. 0.01% 700 $46K No change
CP Canadian Pacific Kansas City 0.01% 576 $45K New
AGG iShares Core U.S. Aggregate 0.01% 450 $45K Reduce -40.8%
IUS Invesco Rafi Strategic US Et 0.01% 723 $42K New
PSA Public Storage 0.01% 146 $40K No change
IVE iShares S&P 500 Value ETF 0.01% 175 $37K No change
XLV SS Health Care Select Sector 0.01% 250 $37K Reduce -13.8%
HON Honeywell International Inc. 0.01% 162 $37K No change
FUTY Fidelity MSCI US Utilities 0.01% 617 $36K New
URNM Sprott Uranium Miners ETF 0.01% 567 $36K No change
SPDW Ste STR SPDR PT DW Eu ETF 0.01% 767 $35K New
HDEF Xtrackers MSCI Eafe High Div 0.01% 1,030 $33K New
IVV iShares Core S&P 500 ETF 0.01% 50 $33K Reduce -47.4%
IONQ Ionq Inc. 0.01% 1,000 $29K New
ASHR Xtrackers Harvest Csi 300 CH 0.01% 809 $26K New
SLB SLB Ltd. filed as SLB LIMITED 0.01% 500 $26K New
ANET Arista Networks Inc. 0.01% 200 $25K No change

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

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