Knuff & Co LLC — 13F Holdings & Portfolio
CIK 1768089 · latest 13F-HR filed 2026-02-04
Knuff & Co LLC manages $339.3M in 13F-reported U.S. long-equity assets across 129 reported positions as of its 2025-12-31 13F-HR filing. Its largest disclosed positions are AAPL (12.73%), MSFT (8.50%), PG (5.64%). Quarter over quarter (versus its 2025-09-30 filing) the fund opened 14 new positions, exited 7, added to 42, and trimmed 30.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$339.3M
Long-equity book
129
Distinct positions
2025-12-31
Filed 2026-02-04
+14 / −7 / ↑42 / ↓30
vs 2025-09-30
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- APPLE INC$3.5M +8.7%
- AMAZON COM INC$3.4M +47.3%
- ALPHABET INC CL C$2.9M +29.0%
- MONGODB INC CL A$2.4M +66.2%
- CATERPILLAR INC$2.0M +20.1%
Top Trims
- NOVO-NORDISK A S-$5.4M -38.2%
- NETFLIX INC-$4.6M -22.6%
- THE TRADE DESK INC CL A-$2.6M -94.5%
- MICROSOFT CORP-$1.9M -6.1%
- AMERICAN TOWER CORP-$1.6M -34.3%
New Positions
- AMBARELLA INC$213.9K
- OKLO INC CL A$143.5K
- ALIGN TECHNOLOGY INC$125.2K
- NEXGEN ENERGY LTD$103.5K
- PLANET LABS PBC$98.6K
Exited Positions
- JD.COM INC CL A$5.2M
- VERISIGN INC$1.1M
- SIRIUSXM HOLDINGS INC$239.3K
- CAVA GROUP INC$47.4K
- INTERCONTINENTAL EXCHANGE INC$33.7K
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | APPLE INC | AAPL | 037833100 | $43.2M | 12.73% | 158,841 | SH |
| 2 | MICROSOFT CORP | MSFT | 594918104 | $28.8M | 8.50% | 59,607 | SH |
| 3 | PROCTER AND GAMBLE CO | PG | 742718109 | $19.1M | 5.64% | 133,447 | SH |
| 4 | NETFLIX INC | NFLX | 64110L106 | $15.6M | 4.60% | 166,326 | SH |
| 5 | ALPHABET INC CL C | GOOG | 02079K107 | $12.7M | 3.74% | 40,473 | SH |
| 6 | CATERPILLAR INC | CAT | 149123101 | $11.8M | 3.47% | 20,569 | SH |
| 7 | AMAZON COM INC | AMZN | 023135106 | $10.6M | 3.12% | 45,816 | SH |
| 8 | MERCADOLIBRE INC | MELI | 58733R102 | $10.0M | 2.95% | 4,977 | SH |
| 9 | COSTCO WHSL CORP | COST | 22160K105 | $9.2M | 2.70% | 10,616 | SH |
| 10 | NOVO-NORDISK A S | NVO | 670100205 | $8.7M | 2.58% | 171,750 | SH |
| 11 | BROADCOM INC | AVGO | 11135F101 | $8.7M | 2.56% | 25,123 | SH |
| 12 | BERKSHIRE HATHAWAY INC CL B | BRK.B | 084670702 | $8.5M | 2.51% | 16,913 | SH |
| 13 | TAIWAN SEMICONDUCTOR MFG LTD | TSM | 874039100 | $8.4M | 2.48% | 27,728 | SH |
| 14 | FORTINET INC | FTNT | 34959E109 | $8.3M | 2.46% | 105,300 | SH |
| 15 | ALIBABA GROUP HLDG LTD | BABA | 01609W102 | $8.3M | 2.45% | 56,800 | SH |
| 16 | NVIDIA CORPORATION | NVDA | 67066G104 | $7.7M | 2.26% | 41,170 | SH |
| 17 | EXXON MOBIL CORP | XOM | 30231G102 | $7.6M | 2.23% | 62,917 | SH |
| 18 | VERTEX PHARMACEUTICALS INC | VRTX | 92532F100 | $6.4M | 1.90% | 14,197 | SH |
| 19 | MONGODB INC CL A | MDB | 60937P106 | $5.9M | 1.75% | 14,171 | SH |
| 20 | CELSIUS HLDGS INC | CELH | 15118V207 | $5.8M | 1.72% | 127,881 | SH |
| 21 | MONSTER BEVERAGE CORP | MNST | 61174X109 | $5.6M | 1.64% | 72,477 | SH |
| 22 | EQUIFAX INC | EFX | 294429105 | $5.1M | 1.50% | 23,500 | SH |
| 23 | THERMO FISHER SCIENTIFIC INC | TMO | 883556102 | $4.7M | 1.39% | 8,138 | SH |
| 24 | ALPHABET INC CL A | GOOGL | 02079K305 | $4.0M | 1.17% | 12,664 | SH |
| 25 | BOEING CO | BA | 097023105 | $3.9M | 1.16% | 18,061 | SH |
| 26 | AMERICAN EXPRESS CO | AXP | 025816109 | $3.7M | 1.08% | 9,950 | SH |
| 27 | AMERICAN TOWER CORP | AMT | 03027X100 | $3.1M | 0.92% | 17,810 | SH |
| 28 | GE AEROSPACE | GE | 369604301 | $3.1M | 0.92% | 10,090 | SH |
| 29 | HOME DEPOT INC | HD | 437076102 | $3.0M | 0.89% | 8,740 | SH |
| 30 | ALBEMARLE CORP | ALB | 012653101 | $3.0M | 0.88% | 21,000 | SH |
| 31 | NEXTERA ENERGY INC | NEE | 65339F101 | $2.8M | 0.82% | 34,485 | SH |
| 32 | AFLAC INC | AFL | 001055102 | $2.7M | 0.81% | 24,867 | SH |
| 33 | MICROCHIP TECHNOLOGY INC. | MCHP | 595017104 | $2.3M | 0.67% | 35,876 | SH |
| 34 | CHEVRON CORP | CVX | 166764100 | $2.2M | 0.65% | 14,526 | SH |
| 35 | VISA INC CL A | V | 92826C839 | $1.8M | 0.54% | 5,200 | SH |
| 36 | GILEAD SCIENCES INC | GILD | 375558103 | $1.8M | 0.52% | 14,396 | SH |
| 37 | COLGATE PALMOLIVE CO | CL | 194162103 | $1.8M | 0.52% | 22,305 | SH |
| 38 | ABBVIE INC | ABBV | 00287Y109 | $1.7M | 0.51% | 7,575 | SH |
| 39 | JOHNSON & JOHNSON | JNJ | 478160104 | $1.7M | 0.50% | 8,247 | SH |
| 40 | ORACLE CORP | ORCL | 68389X105 | $1.6M | 0.47% | 8,252 | SH |
| 41 | PFIZER INC | PFE | 717081103 | $1.6M | 0.47% | 63,859 | SH |
| 42 | PULTE GROUP INC | PHM | 745867101 | $1.6M | 0.46% | 13,330 | SH |
| 43 | WELLS FARGO CO | WFC | 949746101 | $1.6M | 0.46% | 16,692 | SH |
| 44 | DISNEY WALT CO | DIS | 254687106 | $1.5M | 0.44% | 13,057 | SH |
| 45 | GE VERNOVA INC | GEV | 36828A101 | $1.5M | 0.43% | 2,255 | SH |
| 46 | COCA COLA CO | KO | 191216100 | $1.3M | 0.40% | 19,300 | SH |
| 47 | QUALCOMM INC | QCOM | 747525103 | $1.3M | 0.38% | 7,544 | SH |
| 48 | WASTE MGMT INC | WM | 94106L109 | $1.3M | 0.37% | 5,730 | SH |
| 49 | SCHWAB U.S. LARGE-CAP VALUE | SCHV | 808524409 | $1.2M | 0.35% | 40,438 | SH |
| 50 | MERCK & CO INC | MRK | 58933Y105 | $1.2M | 0.34% | 11,038 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2025-12-31 | 2026-02-04 | $339.3M | 129 | 0001768089-26-000001 |
| 2025-09-30 | 2025-11-13 | $345.2M | 123 | 0001768089-25-000007 |