Knuff & Co LLC

13F filer · CIK 0001768089

Reported Aug 10, 2026

Net buyer this quarter

13F portfolio value$395MU.S. long equity reported on 13F

Positions12021 new · 15 closed

Net flow last quarter+$22.4MBuys minus sells

Top 10 positions weight51.4%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 10, 2026120 positions
AAPLApple Inc.	$46.8M	11.85%	0.00%	+2.7%	Q4 2018
MSFTMicrosoft Corp	$24.2M	6.12%	0.00%	+9.1%	Q4 2018
CATCaterpillar Inc	$21.8M	5.52%	0.00%	-1.4%	Q4 2018
PGPROCTER & GAMBLE Co	$18.5M	4.69%	0.01%	-3.6%	Q4 2018
TSMTaiwan Semiconductor Manufacturing Co Ltd	$17.7M	4.47%	0.00%	+0.4%	Q4 2018
GOOGAlphabet Inc.	$17.1M	4.34%	Not reported	+18.8%	Q4 2018
FTNTFortinet, Inc.	$16.2M	4.11%	0.01%	+1.6%	Q4 2018
MELIMercadolibre Inc	$15.9M	4.02%	0.02%	+63.8%	Q4 2018
NFLXNetflix Inc	$13M	3.30%	0.00%	+5.2%	Q4 2018
NVONovo Nordisk A S	$11.6M	2.95%	Not reported	+3.2%	Q1 2024
AMZNAmazon Com Inc	$10.5M	2.65%	0.00%	+4.4%	Q4 2018
NVDANvidia Corp	$9.91M	2.51%	0.00%	+22.6%	Q4 2018
COSTCostco Wholesale Corp	$9.77M	2.47%	0.00%	-0.8%	Q4 2018
AVGOBroadcom Inc.	$8.88M	2.25%	0.00%	-4.3%	Q4 2018
XOMExxonMobil Holdings Corp	$8.6M	2.18%	0.00%	+0.1%	Q4 2018
MNSTMonster Beverage Corp	$7.94M	2.01%	0.01%	+11.5%	Q4 2018
BRK.BBerkshire Hathaway Inc	$7.21M	1.83%	Not reported	+0.3%	Q4 2018
VRTXVertex Pharmaceuticals Inc / Ma	$7.1M	1.80%	0.01%	+2.2%	Q4 2018
NOWServiceNow, Inc.	$5.95M	1.51%	0.01%	+48.0%	Q1 2019
CELHCelsius Holdings, Inc.	$4.85M	1.23%	0.07%	+43.8%	Q4 2024
MDBMongoDB, Inc.	$4.83M	1.22%	0.02%	-6.5%	Q4 2020
BABAAlibaba Group Holding Ltd	$4.79M	1.21%	0.00%	-11.0%	Q4 2018
GOOGLAlphabet Inc.	$4.69M	1.19%	0.00%	-1.7%	Q4 2018
BABoeing Co	$3.9M	0.99%	0.00%	-0.2%	Q4 2018
HIMXHimax Technologies, Inc.	$3.82M	0.97%	0.07%	New	Q2 2026
GEGeneral Electric Co	$3.77M	0.96%	0.00%	Not reported	Q2 2021
AFLAflac Inc	$3.58M	0.91%	0.01%	+22.6%	Q4 2018
AXPAmerican Express Co	$3.57M	0.90%	0.00%	+6.0%	Q4 2018
TMOThermo Fisher Scientific Inc.	$3.53M	0.89%	0.00%	-3.7%	Q4 2018
NEENextera Energy Inc	$3.13M	0.79%	0.00%	+2.5%	Q4 2018
HDHome Depot, Inc.	$2.87M	0.73%	0.00%	-5.7%	Q4 2018
ALBAlbemarle Corp	$2.84M	0.72%	0.02%	Not reported	Q4 2018
EFXEquifax Inc	$2.79M	0.71%	0.02%	-23.5%	Q4 2018
JNJJohnson & Johnson	$2.79M	0.71%	0.00%	+6.0%	Q4 2018
CVXChevron Corp	$2.7M	0.68%	0.00%	+10.7%	Q4 2018
GEVGE Vernova Inc.	$2.68M	0.68%	0.00%	Not reported	Q2 2024
GILDGilead Sciences, Inc.	$2.23M	0.56%	0.00%	+19.2%	Q4 2018
ABBVAbbVie Inc.	$2.15M	0.55%	0.00%	-4.7%	Q4 2018
CLColgate Palmolive Co	$2.04M	0.52%	0.00%	Not reported	Q3 2019
ORCLOracle Corp	$1.74M	0.44%	0.00%	Not reported	Q4 2018
MRKMerck & Co., Inc.	$1.68M	0.42%	0.00%	+18.1%	Q4 2018
VVisa Inc.	$1.65M	0.42%	0.00%	-7.8%	Q4 2018
KOCoca Cola Co	$1.57M	0.40%	0.00%	Not reported	Q4 2018
PFEPfizer Inc	$1.54M	0.39%	0.00%	Not reported	Q4 2018
UNPUnion Pacific Corp	$1.44M	0.37%	0.00%	+49.2%	Q4 2018
CMICummins Inc	$1.4M	0.35%	0.00%	Not reported	Q4 2018
DHRDanaher Corp	$1.23M	0.31%	0.00%	+35.7%	Q4 2018
WFCWells Fargo & Company	$1.18M	0.30%	0.00%	Not reported	Q4 2018
JPMJPMorgan Chase & Co	$1.15M	0.29%	0.00%	+53.7%	Q4 2018
MAMastercard Inc	$1.05M	0.27%	0.00%	+23.7%	Q4 2018

Q1 2026Reported May 11, 2026113 positions
AAPLApple Inc.	$40M	12.04%	0.00%	-0.9%	Q4 2018
MSFTMicrosoft Corp	$22.2M	6.68%	0.00%	+0.4%	Q4 2018
PGPROCTER & GAMBLE Co	$18.9M	5.70%	0.01%	-1.8%	Q4 2018
NFLXNetflix Inc	$16.7M	5.03%	0.00%	+4.3%	Q4 2018
CATCaterpillar Inc	$14.7M	4.44%	0.00%	+1.0%	Q4 2018
TSMTaiwan Semiconductor Manufacturing Co Ltd	$12.5M	3.75%	0.00%	+32.9%	Q4 2018
GOOGAlphabet Inc.	$11.7M	3.53%	Not reported	+0.8%	Q4 2018
XOMExxonMobil Holdings Corp	$10.7M	3.21%	0.00%	-0.1%	Q4 2018
COSTCostco Wholesale Corp	$10.5M	3.16%	0.00%	-0.9%	Q4 2018
MELIMercadolibre Inc	$9.86M	2.97%	0.01%	+14.6%	Q4 2018
AMZNAmazon Com Inc	$8.77M	2.64%	0.00%	-8.1%	Q4 2018
NVONovo Nordisk A S	$8.64M	2.60%	Not reported	+37.0%	Q1 2024
FTNTFortinet, Inc.	$8.5M	2.56%	0.01%	-1.3%	Q4 2018
AVGOBroadcom Inc.	$7.6M	2.29%	0.00%	-2.2%	Q4 2018
NVDANvidia Corp	$7.05M	2.12%	0.00%	-1.8%	Q4 2018
BABAAlibaba Group Holding Ltd	$7.04M	2.12%	0.00%	-1.2%	Q4 2018
BRK.BBerkshire Hathaway Inc	$6.88M	2.07%	Not reported	-15.1%	Q4 2018
VRTXVertex Pharmaceuticals Inc / Ma	$6.24M	1.88%	0.01%	-1.5%	Q4 2018
MNSTMonster Beverage Corp	$5.37M	1.62%	0.01%	+2.2%	Q4 2018
NOWServiceNow, Inc.	$4.24M	1.28%	0.00%	+605.8%	Q1 2019
EFXEquifax Inc	$4.14M	1.25%	0.02%	-2.1%	Q4 2018
CELHCelsius Holdings, Inc.	$4.08M	1.23%	0.04%	-10.0%	Q4 2024
GOOGLAlphabet Inc.	$3.84M	1.16%	0.00%	+5.5%	Q4 2018
ALBAlbemarle Corp	$3.77M	1.14%	0.02%	Not reported	Q4 2018
MDBMongoDB, Inc.	$3.76M	1.13%	0.02%	+8.4%	Q4 2020
BABoeing Co	$3.59M	1.08%	0.00%	Not reported	Q4 2018
TMOThermo Fisher Scientific Inc.	$3.59M	1.08%	0.00%	-10.2%	Q4 2018
NEENextera Energy Inc	$3.23M	0.97%	0.00%	+0.9%	Q4 2018
CVXChevron Corp	$3.05M	0.92%	0.00%	+1.4%	Q4 2018
AXPAmerican Express Co	$3.01M	0.91%	0.00%	Not reported	Q4 2018
GEGeneral Electric Co	$2.87M	0.86%	0.00%	+0.1%	Q2 2021
HDHome Depot, Inc.	$2.84M	0.85%	0.00%	-1.3%	Q4 2018
AFLAflac Inc	$2.73M	0.82%	0.00%	Not reported	Q4 2018
JNJJohnson & Johnson	$2.53M	0.76%	0.00%	+25.6%	Q4 2018
QXOQXO, Inc.	$2.5M	0.75%	0.02%	+3175.1%	Q4 2025
GILDGilead Sciences, Inc.	$2.06M	0.62%	0.00%	+2.8%	Q4 2018
GEVGE Vernova Inc.	$1.99M	0.60%	0.00%	+1.2%	Q2 2024
ABBVAbbVie Inc.	$1.95M	0.59%	0.00%	+18.5%	Q4 2018
CLColgate Palmolive Co	$1.9M	0.57%	0.00%	Not reported	Q3 2019
PFEPfizer Inc	$1.79M	0.54%	0.00%	Not reported	Q4 2018
ORCLOracle Corp	$1.75M	0.53%	0.00%	+43.9%	Q4 2018
VVisa Inc.	$1.57M	0.47%	0.00%	Not reported	Q4 2018
KOCoca Cola Co	$1.47M	0.44%	0.00%	Not reported	Q4 2018
PHMPultegroup Inc	$1.41M	0.42%	0.01%	-10.4%	Q1 2024
MRKMerck & Co., Inc.	$1.33M	0.40%	0.00%	Not reported	Q4 2018
WFCWells Fargo & Company	$1.14M	0.34%	0.00%	-14.4%	Q4 2018
WMWaste Management Inc	$1.13M	0.34%	0.00%	-14.1%	Q3 2019
DISWalt Disney Co	$1.09M	0.33%	0.00%	-13.7%	Q4 2018
CMICummins Inc	$1.06M	0.32%	0.00%	Not reported	Q4 2018
BMYBristol Myers Squibb Co	$985K	0.30%	0.00%	+48.5%	Q4 2018

Q4 2025Reported Feb 4, 2026115 positions
AAPLApple Inc.	$43.2M	12.73%	0.00%	+1.8%	Q4 2018
MSFTMicrosoft Corp	$28.8M	8.50%	0.00%	+0.5%	Q4 2018
PGPROCTER & GAMBLE Co	$19.1M	5.64%	0.01%	-0.5%	Q4 2018
NFLXNetflix Inc	$15.6M	4.60%	0.00%	-1.1%	Q4 2018
GOOGAlphabet Inc.	$12.7M	3.74%	Not reported	+0.1%	Q4 2018
CATCaterpillar Inc	$11.8M	3.47%	0.00%	Not reported	Q4 2018
AMZNAmazon Com Inc	$10.6M	3.12%	0.00%	+40.1%	Q4 2018
MELIMercadolibre Inc	$10M	2.95%	0.01%	+12.5%	Q4 2018
COSTCostco Wholesale Corp	$9.15M	2.70%	0.00%	0.0%	Q4 2018
NVONovo Nordisk A S	$8.74M	2.58%	Not reported	-32.7%	Q1 2024
AVGOBroadcom Inc.	$8.7M	2.56%	0.00%	+0.2%	Q4 2018
BRK.BBerkshire Hathaway Inc	$8.5M	2.51%	Not reported	+0.8%	Q4 2018
TSMTaiwan Semiconductor Manufacturing Co Ltd	$8.43M	2.48%	0.00%	+5.3%	Q4 2018
FTNTFortinet, Inc.	$8.33M	2.46%	0.01%	+0.3%	Q4 2018
BABAAlibaba Group Holding Ltd	$8.33M	2.45%	0.00%	+4.4%	Q4 2018
NVDANvidia Corp	$7.68M	2.26%	0.00%	-1.1%	Q4 2018
XOMExxonMobil Holdings Corp	$7.57M	2.23%	0.00%	0.0%	Q4 2018
VRTXVertex Pharmaceuticals Inc / Ma	$6.44M	1.90%	0.01%	+0.1%	Q4 2018
MDBMongoDB, Inc.	$5.95M	1.75%	0.02%	+22.9%	Q4 2020
CELHCelsius Holdings, Inc.	$5.85M	1.72%	0.05%	+7.1%	Q4 2024
MNSTMonster Beverage Corp	$5.56M	1.64%	0.01%	Not reported	Q4 2018
EFXEquifax Inc	$5.1M	1.50%	0.02%	Not reported	Q4 2018
TMOThermo Fisher Scientific Inc.	$4.72M	1.39%	0.00%	+0.4%	Q4 2018
GOOGLAlphabet Inc.	$3.96M	1.17%	0.00%	+1.1%	Q4 2018
BABoeing Co	$3.92M	1.16%	0.00%	+1.0%	Q4 2018
AXPAmerican Express Co	$3.68M	1.08%	0.00%	+1.1%	Q4 2018
AMTAmerican Tower Corp	$3.13M	0.92%	0.00%	-28.0%	Q4 2018
GEGeneral Electric Co	$3.11M	0.92%	0.00%	+0.9%	Q2 2021
HDHome Depot, Inc.	$3.01M	0.89%	0.00%	+0.1%	Q4 2018
ALBAlbemarle Corp	$2.97M	0.88%	0.02%	Not reported	Q4 2018
NEENextera Energy Inc	$2.77M	0.82%	0.00%	+1.4%	Q4 2018
AFLAflac Inc	$2.74M	0.81%	0.00%	Not reported	Q4 2018
MCHPMicrochip Technology Inc	$2.29M	0.67%	0.01%	Not reported	Q4 2018
CVXChevron Corp	$2.21M	0.65%	0.00%	Not reported	Q4 2018
VVisa Inc.	$1.82M	0.54%	0.00%	Not reported	Q4 2018
GILDGilead Sciences, Inc.	$1.77M	0.52%	0.00%	Not reported	Q4 2018
CLColgate Palmolive Co	$1.76M	0.52%	0.00%	-6.3%	Q3 2019
ABBVAbbVie Inc.	$1.73M	0.51%	0.00%	-0.1%	Q4 2018
JNJJohnson & Johnson	$1.71M	0.50%	0.00%	+6.3%	Q4 2018
ORCLOracle Corp	$1.61M	0.47%	0.00%	Not reported	Q4 2018
PFEPfizer Inc	$1.59M	0.47%	0.00%	Not reported	Q4 2018
PHMPultegroup Inc	$1.56M	0.46%	0.01%	+16.4%	Q1 2024
WFCWells Fargo & Company	$1.56M	0.46%	0.00%	Not reported	Q4 2018
DISWalt Disney Co	$1.49M	0.44%	0.00%	Not reported	Q4 2018
GEVGE Vernova Inc.	$1.47M	0.43%	0.00%	+1.0%	Q2 2024
KOCoca Cola Co	$1.35M	0.40%	0.00%	Not reported	Q4 2018
QCOMQualcomm Inc	$1.29M	0.38%	0.00%	Not reported	Q4 2018
WMWaste Management Inc	$1.26M	0.37%	0.00%	+21.8%	Q3 2019
MRKMerck & Co., Inc.	$1.16M	0.34%	0.00%	Not reported	Q4 2018
DHRDanaher Corp	$1.11M	0.33%	0.00%	-0.4%	Q4 2018

Q3 2025Reported Nov 13, 2025110 positions
AAPLApple Inc.	$39.7M	11.51%	0.00%	+6.4%	Q4 2018
MSFTMicrosoft Corp	$30.7M	8.90%	0.00%	0.0%	Q4 2018
PGPROCTER & GAMBLE Co	$20.6M	5.97%	0.01%	+0.4%	Q4 2018
NFLXNetflix Inc	$20.2M	5.84%	0.00%	-2.7%	Q4 2018
NVONovo Nordisk A S	$14.2M	4.10%	Not reported	+99.4%	Q1 2024
MELIMercadolibre Inc	$10.3M	3.00%	0.01%	+0.5%	Q4 2018
GOOGAlphabet Inc.	$9.85M	2.85%	Not reported	+0.9%	Q4 2018
COSTCostco Wholesale Corp	$9.82M	2.85%	0.00%	+2.7%	Q4 2018
CATCaterpillar Inc	$9.81M	2.84%	0.00%	Not reported	Q4 2018
BABAAlibaba Group Holding Ltd	$9.72M	2.82%	0.00%	Not reported	Q4 2018
FTNTFortinet, Inc.	$8.83M	2.56%	0.01%	-2.7%	Q4 2018
BRK.BBerkshire Hathaway Inc	$8.43M	2.44%	Not reported	+2.7%	Q4 2018
AVGOBroadcom Inc.	$8.27M	2.40%	0.00%	-1.6%	Q4 2018
NVDANvidia Corp	$7.76M	2.25%	0.00%	+0.1%	Q4 2018
TSMTaiwan Semiconductor Manufacturing Co Ltd	$7.35M	2.13%	0.00%	-0.8%	Q4 2018
AMZNAmazon Com Inc	$7.18M	2.08%	0.00%	+0.9%	Q4 2018
XOMExxonMobil Holdings Corp	$7.1M	2.06%	0.00%	0.0%	Q4 2018
CELHCelsius Holdings, Inc.	$6.86M	1.99%	0.05%	+5.4%	Q4 2024
EFXEquifax Inc	$6.03M	1.75%	0.02%	Not reported	Q4 2018
VRTXVertex Pharmaceuticals Inc / Ma	$5.56M	1.61%	0.01%	+1.3%	Q4 2018
JDJD.com, Inc.	$5.16M	1.50%	0.01%	-7.7%	Q4 2024
MNSTMonster Beverage Corp	$4.88M	1.41%	0.01%	-9.6%	Q4 2018
AMTAmerican Tower Corp	$4.76M	1.38%	0.01%	-0.6%	Q4 2018
TMOThermo Fisher Scientific Inc.	$3.93M	1.14%	0.00%	+21.6%	Q4 2018
BABoeing Co	$3.86M	1.12%	0.00%	Not reported	Q4 2018
MDBMongoDB, Inc.	$3.58M	1.04%	0.01%	Not reported	Q4 2020
HDHome Depot, Inc.	$3.54M	1.02%	0.00%	Not reported	Q4 2018
AXPAmerican Express Co	$3.27M	0.95%	0.00%	Not reported	Q4 2018
GOOGLAlphabet Inc.	$3.04M	0.88%	0.00%	+0.4%	Q4 2018
GEGeneral Electric Co	$3.01M	0.87%	0.00%	Not reported	Q2 2021
AFLAflac Inc	$2.78M	0.80%	0.00%	-1.8%	Q4 2018
TTDTrade Desk, Inc.	$2.76M	0.80%	Not reported	-55.2%	Q4 2018
NEENextera Energy Inc	$2.57M	0.74%	0.00%	-4.2%	Q4 2018
ORCLOracle Corp	$2.32M	0.67%	0.00%	Not reported	Q4 2018
MCHPMicrochip Technology Inc	$2.3M	0.67%	0.01%	-1.4%	Q4 2018
CVXChevron Corp	$2.26M	0.65%	0.00%	-0.4%	Q4 2018
CLColgate Palmolive Co	$1.9M	0.55%	0.00%	Not reported	Q3 2019
VVisa Inc.	$1.78M	0.51%	0.00%	Not reported	Q4 2018
ABBVAbbVie Inc.	$1.76M	0.51%	0.00%	Not reported	Q4 2018
ALBAlbemarle Corp	$1.7M	0.49%	0.02%	Not reported	Q4 2018
PFEPfizer Inc	$1.63M	0.47%	0.00%	-0.1%	Q4 2018
GILDGilead Sciences, Inc.	$1.6M	0.46%	0.00%	+16.5%	Q4 2018
PHMPultegroup Inc	$1.51M	0.44%	0.01%	+109.6%	Q1 2024
DISWalt Disney Co	$1.5M	0.43%	0.00%	Not reported	Q4 2018
JNJJohnson & Johnson	$1.44M	0.42%	0.00%	-2.5%	Q4 2018
WFCWells Fargo & Company	$1.4M	0.41%	0.00%	Not reported	Q4 2018
GEVGE Vernova Inc.	$1.37M	0.40%	0.00%	Not reported	Q2 2024
KOCoca Cola Co	$1.28M	0.37%	0.00%	Not reported	Q4 2018
QCOMQualcomm Inc	$1.26M	0.36%	0.00%	-5.0%	Q4 2018
VRSNVerisign Inc	$1.11M	0.32%	0.00%	+23.3%	Q1 2025

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