Knuff & Co LLC
13F Reported Value
ⓘ$331.9M
Holdings
134
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Knuff & Co LLC disclosed 134 positions worth $331.9M in its Form 13F-HR for Q1 2026, led by $AAPL (Apple Inc.) at 12.0% of the equity portfolio, followed by $MSFT and $PG. During the quarter the fund opened 17 new positions and exited 13 — including a new stake in $APH and a full exit from $MCHP. The portfolio is most concentrated in Technology (41.3% of disclosed assets). All figures are sourced directly from Knuff & Co LLC’s Form 13F-HR filing with the SEC under CIK 1768089.
AI Fund Analysis
StableSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 76.1#112
Quality
$40.0M157,489 sh - 83.7#15
Quality
$22.2M59,863 sh - 72.9#212
Quality
$18.9M131,026 sh - 86.7
Quality
$16.7M173,500 sh - 67.8
Quality
$14.7M20,782 sh - $12.5M36,858 sh
- 80.2
Quality
$11.7M40,801 sh - 61.8
Quality
$10.7M62,872 sh - 67.0
Quality
$10.5M10,523 sh - 77.5
Quality
$9.9M5,703 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 Apple Inc.$AAPL | 76.1#112 | $40.0M | 157,489 |
 MICROSOFT CORP$MSFT | 83.7#15 | $22.2M | 59,863 |
 PROCTER & GAMBLE Co$PG | 72.9#212 | $18.9M | 131,026 |
 NETFLIX INC$NFLX | 86.7 | $16.7M | 173,500 |
 CATERPILLAR INC$CAT | 67.8 | $14.7M | 20,782 |
 TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD$TSM | — | $12.5M | 36,858 |
 Alphabet Inc.$GOOGL | 80.2 | $11.7M | 40,801 |
 EXXON MOBIL CORP$XOM | 61.8 | $10.7M | 62,872 |
 COSTCO WHOLESALE CORP /NEW$COST | 67.0 | $10.5M | 10,523 |
 MERCADOLIBRE INC$MELI | 77.5 | $9.9M | 5,703 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Knuff & Co LLC's 134 positions.
Showing top 10 of 134 holdings.
Sector Allocation
Technology
$137.1M
Consumer Discretionary
$36.4M
Consumer Staples
$32.2M
Industrials
$30.7M
Healthcare
$27.4M
Financials
$22.5M
Communication Services
$17.8M
Energy
$14.7M
Full Holdings — Knuff & Co LLC (Q1 2026)
All 134 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $AAPL | Apple Inc. | $40.0M | 12.0% | -1% | 76.1 |
| 2 | $MSFT | MICROSOFT CORP | $22.2M | 6.7% | +0% | 83.7 |
| 3 | $PG | PROCTER & GAMBLE Co | $18.9M | 5.7% | -2% | 72.9 |
| 4 | $NFLX | NETFLIX INC | $16.7M | 5.0% | +4% | 86.7 |
| 5 | $CAT | CATERPILLAR INC | $14.7M | 4.4% | +1% | 67.8 |
| 6 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $12.5M | 3.8% | +33% | — |
| 7 | $GOOGL | Alphabet Inc. | $11.7M | 3.5% | +1% | 80.2 |
| 8 | $XOM | EXXON MOBIL CORP | $10.7M | 3.2% | -0% | 61.8 |
| 9 | $COST | COSTCO WHOLESALE CORP /NEW | $10.5M | 3.2% | -1% | 67 |
| 10 | $MELI | MERCADOLIBRE INC | $9.9M | 3.0% | +15% | 77.5 |
| 11 |  $AMZN | AMAZON COM INC | $8.8M | 2.6% | -8% | 74.6 |
| 12 |  $NVO | NOVO NORDISK A S | $8.6M | 2.6% | +37% | — |
| 13 |  $FTNT | Fortinet, Inc. | $8.5M | 2.6% | -1% | 78.1 |
| 14 |  $AVGO | Broadcom Inc. | $7.6M | 2.3% | -2% | 86.4 |
| 15 |  $NVDA | NVIDIA CORP | $7.0M | 2.1% | -2% | 90.2 |
| 16 |  $BABA | Alibaba Group Holding Ltd | $7.0M | 2.1% | -1% | — |
| 17 |  $BRK.B | BERKSHIRE HATHAWAY INC | $6.9M | 2.1% | -15% | 64.5 |
| 18 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $6.2M | 1.9% | -2% | 76.6 |
| 19 |  $MNST | Monster Beverage Corp | $5.4M | 1.6% | +2% | 77 |
| 20 |  $NOW | ServiceNow, Inc. | $4.2M | 1.3% | +606% | 76 |
| 21 |  $EFX | EQUIFAX INC | $4.1M | 1.3% | -2% | 69.4 |
| 22 |  $CELH | Celsius Holdings, Inc. | $4.1M | 1.2% | -10% | 63 |
| 23 |  $GOOG | Alphabet Inc. | $3.8M | 1.2% | +5% | 80.2 |
| 24 |  $ALB | ALBEMARLE CORP | $3.8M | 1.1% | +0% | 50.2 |
| 25 |  $MDB | MongoDB, Inc. | $3.8M | 1.1% | +8% | 54.6 |
| 26 |  $BA | BOEING CO | $3.6M | 1.1% | +0% | 51.8 |
| 27 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $3.6M | 1.1% | -10% | 63.7 |
| 28 |  $NEE | NEXTERA ENERGY INC | $3.2M | 1.0% | +1% | 71.7 |
| 29 |  $CVX | CHEVRON CORP | $3.0M | 0.9% | +1% | 54.7 |
| 30 |  $AXP | AMERICAN EXPRESS CO | $3.0M | 0.9% | +0% | 73.2 |
| 31 |  $GE | GENERAL ELECTRIC CO | $2.9M | 0.9% | +0% | 74.8 |
| 32 |  $HD | HOME DEPOT, INC. | $2.8M | 0.8% | -1% | 69.2 |
| 33 |  $AFL | AFLAC INC | $2.7M | 0.8% | +0% | 60.3 |
| 34 |  $JNJ | JOHNSON & JOHNSON | $2.5M | 0.8% | +26% | 72.8 |
| 35 |  $QXO | QXO, Inc. | $2.5M | 0.8% | +3175% | 53.5 |
| 36 |  $GILD | GILEAD SCIENCES, INC. | $2.1M | 0.6% | +3% | 77.8 |
| 37 |  $GEV | GE Vernova Inc. | $2.0M | 0.6% | +1% | 70.1 |
| 38 |  $ABBV | AbbVie Inc. | $2.0M | 0.6% | +18% | 59.3 |
| 39 |  $CL | COLGATE PALMOLIVE CO | $1.9M | 0.6% | +0% | 72.4 |
| 40 |  $PFE | PFIZER INC | $1.8M | 0.5% | +0% | 69 |
| 41 |  $ORCL | ORACLE CORP | $1.7M | 0.5% | +44% | 67.2 |
| 42 |  $V | VISA INC. | $1.6M | 0.5% | +0% | 83.5 |
| 43 |  $KO | COCA COLA CO | $1.5M | 0.4% | +0% | 74 |
| 44 |  $PHM | PULTEGROUP INC/MI/ | $1.4M | 0.4% | -10% | 65.1 |
| 45 |  $MRK | Merck & Co., Inc. | $1.3M | 0.4% | +0% | 70.9 |
| 46 | — | SCHWAB U.S. LARGE-CAP VALUE | $1.2M | 0.4% | -2% | — |
| 47 |  $WFC | WELLS FARGO & COMPANY/MN | $1.1M | 0.3% | -14% | — |
| 48 |  $WM | WASTE MANAGEMENT INC | $1.1M | 0.3% | -14% | 70.7 |
| 49 |  $DIS | Walt Disney Co | $1.1M | 0.3% | -14% | 68.9 |
| 50 |  $CMI | CUMMINS INC | $1.1M | 0.3% | +0% | 58.9 |
| 51 |  $BMY | BRISTOL MYERS SQUIBB CO | $984,835 | 0.3% | +48% | 70.1 |
| 52 |  $SBUX | STARBUCKS CORP | $955,925 | 0.3% | +2% | 54.6 |
| 53 |  $DHR | DANAHER CORP /DE/ | $902,875 | 0.3% | -2% | 63.9 |
| 54 |  $UNP | UNION PACIFIC CORP | $863,727 | 0.3% | -3% | 74 |
| 55 |  $MA | Mastercard Inc | $823,939 | 0.3% | +11% | 81.7 |
| 56 |  $APH | AMPHENOL CORP /DE/ | $707,560 | 0.2% | NEW | 80.5 |
| 57 |  $GLD | SPDR GOLD TRUST | $692,767 | 0.2% | -7% | — |
| 58 |  $JPM | JPMORGAN CHASE & CO | $671,273 | 0.2% | -4% | 35.6 |
| 59 |  $AMGN | AMGEN INC | $633,330 | 0.2% | +0% | 79.5 |
| 60 |  $LNG | Cheniere Energy, Inc. | $627,393 | 0.2% | NEW | 48.4 |
| 61 |  $VLTO | Veralto Corp | $617,437 | 0.2% | +32% | 74.4 |
| 62 |  $MPWR | MONOLITHIC POWER SYSTEMS INC | $601,343 | 0.2% | +0% | 76.3 |
| 63 |  $QCOM | QUALCOMM INC/DE | $581,957 | 0.2% | -40% | 81.9 |
| 64 |  $TJX | TJX COMPANIES INC /DE/ | $527,010 | 0.2% | +0% | 70.7 |
| 65 |  $AMT | AMERICAN TOWER CORP /MA/ | $513,426 | 0.1% | -83% | 69.8 |
| 66 |  $ECL | ECOLAB INC. | $513,419 | 0.1% | +389% | 64.3 |
| 67 |  $ABT | ABBOTT LABORATORIES | $500,516 | 0.1% | -23% | 67 |
| 68 |  $ASML | ASML HOLDING NV | $486,065 | 0.1% | -6% | — |
| 69 |  $CRM | Salesforce, Inc. | $469,475 | 0.1% | -12% | 75.2 |
| 70 |  $EMR | EMERSON ELECTRIC CO | $445,468 | 0.1% | NEW | 65.9 |
| 71 |  $PEP | PEPSICO INC | $404,996 | 0.1% | -10% | 62.7 |
| 72 |  $LIN | LINDE PLC | $380,744 | 0.1% | +34% | — |
| 73 |  $PGR | PROGRESSIVE CORP/OH/ | $360,004 | 0.1% | +0% | 83.6 |
| 74 |  $GD | GENERAL DYNAMICS CORP | $343,220 | 0.1% | +0% | 73 |
| 75 | — | VANGUARD CALIFORNIA TAX-EXEMPT BOND | $297,240 | 0.1% | +275% | — |
| 76 |  $CRWD | CrowdStrike Holdings, Inc. | $290,075 | 0.1% | NEW | 55 |
| 77 | — | ISHARES CORE MSCI EAFE | $253,212 | 0.1% | +0% | — |
| 78 |  $GEHC | GE HealthCare Technologies Inc. | $249,913 | 0.1% | -30% | 58.2 |
| 79 |  $WAB | WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP | $249,910 | 0.1% | -0% | 70.8 |
| 80 | — | STATE STREET MULTI-ASSET REAL RETURN | $243,651 | 0.1% | NEW | — |
| 81 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $242,390 | 0.1% | +0% | 66.7 |
| 82 |  $CMG | CHIPOTLE MEXICAN GRILL INC | $229,032 | 0.1% | +62% | 72.9 |
| 83 |  $UBER | Uber Technologies, Inc | $215,790 | 0.1% | +0% | 79.3 |
| 84 |  $FBIN | Fortune Brands Innovations, Inc. | $207,398 | 0.1% | +0% | 48.7 |
| 85 |  $LLY | ELI LILLY & Co | $203,269 | 0.1% | -23% | 89.3 |
| 86 |  $ACN | Accenture plc | $198,290 | 0.1% | NEW | — |
| 87 |  $VLO | VALERO ENERGY CORP/TX | $197,664 | 0.1% | +0% | 51.4 |
| 88 |  $LOW | LOWES COMPANIES INC | $189,024 | 0.1% | -16% | 63.5 |
| 89 |  $DUK | Duke Energy CORP | $177,817 | 0.1% | -52% | 64 |
| 90 | — | VANGUARD S&P 500 | $176,875 | 0.1% | -18% | — |
| 91 |  $ETN | Eaton Corp plc | $162,025 | 0.1% | -1% | — |
| 92 |  $ENB | ENBRIDGE INC | $140,764 | 0.0% | +15% | — |
| 93 |  $PL | Planet Labs PBC | $139,750 | 0.0% | +0% | 42.2 |
| 94 |  $TXN | TEXAS INSTRUMENTS INC | $135,898 | 0.0% | +0% | 70.4 |
| 95 |  $MRSH | MARSH & MCLENNAN COMPANIES, INC. | $135,291 | 0.0% | NEW | 71.5 |
| 96 | — | VANGUARD FTSE DEVELOPED MARKETS | $133,335 | 0.0% | +335% | — |
| 97 |  $NXE | NexGen Energy Ltd. | $130,500 | 0.0% | +0% | — |
| 98 |  $ALGN | ALIGN TECHNOLOGY INC | $128,915 | 0.0% | -6% | 58.2 |
| 99 | — | GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT | $127,025 | 0.0% | +0% | — |
| 100 |  $META | Meta Platforms, Inc. | $120,147 | 0.0% | -7% | 80.9 |
| 101 |  $BE | Bloom Energy Corp | $117,199 | 0.0% | NEW | 54.4 |
| 102 |  $ZTS | Zoetis Inc. | $99,296 | 0.0% | +0% | 72.6 |
| 103 |  $COF | CAPITAL ONE FINANCIAL CORP | $91,215 | 0.0% | +11% | 71 |
| 104 |  $CME | CME GROUP INC. | $88,605 | 0.0% | +0% | 74.5 |
| 105 |  $OKLO | Oklo Inc. | $86,783 | 0.0% | -13% | — |
| 106 | — | STATE STREET TECHNOLOGY SELECT SECTOR SPDR | $86,385 | 0.0% | +0% | — |
| 107 | — | STATE STREET SPDR PORTFOLIO S&P 500 VALUE | $84,983 | 0.0% | NEW | — |
| 108 |  $ADP | AUTOMATIC DATA PROCESSING INC | $83,913 | 0.0% | +0% | 77.9 |
| 109 |  $PANW | Palo Alto Networks Inc | $81,924 | 0.0% | +265% | 66.5 |
| 110 |  $TT | Trane Technologies plc | $69,596 | 0.0% | +0% | — |
| 111 |  $ORLY | O REILLY AUTOMOTIVE INC | $69,233 | 0.0% | +0% | 72.7 |
| 112 |  $UUUU | ENERGY FUELS INC | $68,438 | 0.0% | +0% | 27 |
| 113 |  $PM | Philip Morris International Inc. | $66,136 | 0.0% | +33% | 80.5 |
| 114 |  $SCHW | SCHWAB CHARLES CORP | $65,786 | 0.0% | +28% | 77.2 |
| 115 |  $EBAY | EBAY INC | $63,714 | 0.0% | +0% | 69.3 |
| 116 |  $IVZ | Invesco Ltd. | $57,576 | 0.0% | +0% | — |
| 117 | — | FRANKLIN INTERNATIONAL CORE DIVIDEND TILT | $56,849 | 0.0% | NEW | — |
| 118 |  $TRMB | TRIMBLE INC. | $45,661 | 0.0% | +0% | 52.1 |
| 119 |  $CP | CANADIAN PACIFIC KANSAS CITY LTD/CN | $45,308 | 0.0% | NEW | — |
| 120 | — | ISHARES CORE U.S. AGGREGATE BOND | $44,672 | 0.0% | -41% | — |
| 121 | $IVZ | Invesco Ltd. | $41,872 | 0.0% | NEW | — |
| 122 |  $PSA | Public Storage | $39,548 | 0.0% | +0% | 73.9 |
| 123 | — | ISHARES S&P 500 VALUE | $36,951 | 0.0% | +0% | — |
| 124 | — | STATE STREET HEALTH CARE SELECT SECTOR SPDR | $36,653 | 0.0% | -14% | — |
| 125 |  $HON | HONEYWELL INTERNATIONAL INC | $36,617 | 0.0% | +0% | 65.7 |
| 126 | — | FIDELITY MSCI UTILITIES | $36,446 | 0.0% | NEW | — |
| 127 |  $SII | SPROTT INC. | $35,806 | 0.0% | +0% | — |
| 128 | — | STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US | $35,014 | 0.0% | NEW | — |
| 129 | — | XTRACKERS MSCI EAFE HIGH DIVIDEND YIELD EQUITY | $33,382 | 0.0% | NEW | — |
| 130 | — | ISHARES CORE S&P 500 | $32,661 | 0.0% | -47% | — |
| 131 |  $IONQ | IonQ, Inc. | $28,830 | 0.0% | NEW | 32.8 |
| 132 | — | XTRACKERS HARVEST CSI 300 CHINA A-SHARES | $26,406 | 0.0% | NEW | — |
| 133 |  $SLB | SLB LIMITED/NV | $25,695 | 0.0% | NEW | 63.2 |
| 134 |  $ANET | Arista Networks, Inc. | $24,556 | 0.0% | +0% | 86 |
New Positions (17)
$APH AMPHENOL CORP /DE/$707,560$LNG Cheniere Energy, Inc.$627,393$EMR EMERSON ELECTRIC CO$445,468$CRWD CrowdStrike Holdings, Inc.$290,075$ACN Accenture plc$198,290$MRSH MARSH & MCLENNAN COMPANIES, INC.$135,291$BE Bloom Energy Corp$117,199$CP CANADIAN PACIFIC KANSAS CITY LTD/CN$45,308$IONQ IonQ, Inc.$28,830Exited Positions (13)
$MCHP MICROCHIP TECHNOLOGY INC
$NKE NIKE, Inc.
$AMBA AMBARELLA INC
$TTD Trade Desk, Inc.
$ADBE ADOBE INC.
$FIS Fidelity National Information Services, Inc.
$GRAB Grab Holdings Ltd
$ADI ANALOG DEVICES INC
$CCJ CAMECO CORP
$NXDR Nextdoor Holdings, Inc.
$SMR NUSCALE POWER Corp
$SYK STRYKER CORPBrowse Top Institutional Investors
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