Investor
Knuff & Co LLC
CIK 0001768089 · filed 2026-05-11 · SEC filing
13F book
$331.9M
Positions
134
18 new · 13 sold
Largest name
12.0%
Apple Inc. · AAPL
Est. mark
−$14.7M
Price effect on 116 names still held. Flow $7.25M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Apple Inc. | AAPL | 157.5K | $40M | 12.0% | −$2.85M | Cut−$3.21M |
| Microsoft Corp | MSFT | 59.9K | $22.2M | 6.7% | −$6.76M | Added−$6.67M |
| Procter And Gamble Co | PG | 131K | $18.9M | 5.7% | $148.1K | Cut−$198.9K |
| Netflix Inc | NFLX | 173.5K | $16.7M | 5.0% | $397.5K | Added$1.09M |
| Caterpillar Inc | CAT | 20.8K | $14.7M | 4.4% | $2.79M | Added$2.94M |
| Taiwan Semiconductor Mfg Ltd | — | 36.9K | $12.5M | 3.8% | $944.4K | Added$4.03M |
| Alphabet Inc | — | 40.8K | $11.7M | 3.5% | −$1.09M | Added−$996.3K |
| Exxon Mobil Corp | — | 62.9K | $10.7M | 3.2% | $3.1M | Cut$3.1M |
| Costco Whsl Corp New | — | 10.5K | $10.5M | 3.2% | $1.41M | Cut$1.33M |
| Mercadolibre Inc | MELI | 5.7K | $9.86M | 3.0% | −$1.42M | Added−$164.4K |
| Amazon Com Inc | AMZN | 42.1K | $8.77M | 2.6% | −$949.7K | Cut−$1.8M |
| Novo-Nordisk A S | — | 235.2K | $8.64M | 2.6% | −$2.43M | Added−$94K |
| Fortinet, Inc. | FTNT | 104K | $8.5M | 2.6% | $271.5K | Cut$166.7K |
| Broadcom Inc. | AVGO | 24.6K | $7.6M | 2.3% | −$898.7K | Cut−$1.09M |
| Nvidia Corp | NVDA | 40.4K | $7.05M | 2.1% | −$489K | Cut−$629.8K |
| Alibaba Group Hldg Ltd | — | 56.1K | $7.04M | 2.1% | −$1.19M | Cut−$1.28M |
| Berkshire Hathaway Inc Del | — | 14.4K | $6.88M | 2.1% | −$336.9K | Cut−$1.62M |
| Vertex Pharmaceuticals Inc | — | 14K | $6.24M | 1.9% | −$95.4K | Cut−$193.3K |
| Monster Beverage Corp New | — | 74.1K | $5.37M | 1.6% | −$305.1K | Added−$189.2K |
| ServiceNow, Inc. | NOW | 40.5K | $4.24M | 1.3% | −$279.2K | Added$3.36M |
| Equifax Inc | EFX | 23K | $4.14M | 1.2% | −$848.9K | Cut−$957.4K |
| Celsius Hldgs Inc | — | 115.1K | $4.08M | 1.2% | −$1.18M | Cut−$1.77M |
| Alphabet Inc | — | 13.4K | $3.84M | 1.2% | −$322.2K | Added−$122K |
| Albemarle Corp | — | 21K | $3.77M | 1.1% | $799.9K | Held |
| MongoDB, Inc. | MDB | 15.4K | $3.76M | 1.1% | −$2.48M | Added−$2.19M |
| Boeing Co | — | 18.1K | $3.59M | 1.1% | −$326.7K | Held |
| Thermo Fisher Scientific Inc. | TMO | 7.31K | $3.59M | 1.1% | −$642.3K | Cut−$1.12M |
| Nextera Energy Inc | — | 34.8K | $3.23M | 1.0% | $434.5K | Added$462.4K |
| Chevron Corp New | CVX | 14.7K | $3.05M | 0.9% | $791.5K | Added$832.9K |
| American Express Co | AXP | 9.95K | $3.01M | 0.9% | −$671.3K | Held |
| Ge Aerospace | — | 10.1K | $2.87M | 0.9% | −$244.8K | Added−$242.2K |
| Home Depot, Inc. | HD | 8.63K | $2.84M | 0.9% | −$131.2K | Cut−$170.8K |
| Aflac Inc | AFL | 24.9K | $2.73M | 0.8% | −$13.9K | Held |
| Johnson & Johnson | JNJ | 10.4K | $2.53M | 0.8% | $309.2K | Added$824.9K |
| Qxo Inc | — | 128.5K | $2.5M | 0.8% | $510 | Added$2.42M |
| Gilead Sciences, Inc. | GILD | 14.8K | $2.06M | 0.6% | $239.4K | Added$295.2K |
| GE Vernova Inc. | GEV | 2.28K | $1.99M | 0.6% | $494.6K | Added$519K |
| AbbVie Inc. | ABBV | 8.97K | $1.95M | 0.6% | −$83.3K | Added$221.2K |
| Colgate Palmolive Co | CL | 22.3K | $1.9M | 0.6% | $138.5K | Held |
| Pfizer Inc | PFE | 63.9K | $1.79M | 0.5% | $203.1K | Held |
| Oracle Corp | — | 11.9K | $1.75M | 0.5% | −$394.4K | Added$138.1K |
| Visa Inc. | V | 5.2K | $1.57M | 0.5% | −$252K | Held |
| Coca Cola Co | KO | 19.3K | $1.47M | 0.4% | $118.5K | Held |
| Pulte Group Inc | — | 11.9K | $1.41M | 0.4% | $4.18K | Cut−$158K |
| Merck & Co., Inc. | MRK | 11K | $1.33M | 0.4% | $165.9K | Held |
| Schwab Strategic Tr | — | 39.4K | $1.2M | 0.4% | $35.1K | Cut$5.49K |
| Wells Fargo Co New | — | 14.3K | $1.14M | 0.3% | −$194.2K | Cut−$417.9K |
| Waste Mgmt Inc Del | — | 4.92K | $1.13M | 0.3% | $49.6K | Cut−$128.1K |
| Disney Walt Co | — | 11.3K | $1.09M | 0.3% | −$196K | Cut−$399.3K |
| Cummins Inc | CMI | 1.97K | $1.06M | 0.3% | $54.2K | Held |
| Bristol-Myers Squibb Co | — | 16.2K | $984.8K | 0.3% | $73.4K | Added$394.8K |
| Starbucks Corp | SBUX | 10.7K | $955.9K | 0.3% | $56.2K | Added$76.4K |
| Danaher Corporation | — | 4.76K | $902.9K | 0.3% | −$187.2K | Cut−$211.7K |
| Union Pac Corp | — | 3.56K | $863.7K | 0.3% | $40.2K | Cut$17.1K |
| Mastercard Inc | MA | 1.65K | $823.9K | 0.2% | −$105.8K | Added−$24.4K |
| Amphenol Corp New | — | 5.6K | $707.6K | 0.2% | — | New |
| Spdr Gold Tr | — | 1.61K | $692.8K | 0.2% | $54.7K | Cut$5.17K |
| Jpmorgan Chase & Co. | — | 2.28K | $671.3K | 0.2% | −$64K | Cut−$92.1K |
| Amgen Inc | AMGN | 1.8K | $633.3K | 0.2% | $44.2K | Held |
| Cheniere Energy, Inc. | LNG | 2.21K | $627.4K | 0.2% | — | New |
| Veralto Corp | VLTO | 6.98K | $617.4K | 0.2% | −$60K | Added$90.3K |
| Monolithic Pwr Sys Inc | — | 550 | $601.3K | 0.2% | $102.8K | Held |
| Qualcomm Inc | — | 4.52K | $582K | 0.2% | −$191K | Cut−$708.4K |
| Tjx Cos Inc New | — | 3.3K | $527K | 0.2% | $20.1K | Held |
| American Tower Corp New | — | 2.98K | $513.4K | 0.2% | −$8.89K | Cut−$2.61M |
| Ecolab Inc. | ECL | 1.93K | $513.4K | 0.2% | $1.38K | Added$409.7K |
| Abbott Labs | ABT | 4.88K | $500.5K | 0.2% | −$110.3K | Cut−$296.6K |
| Asml Holding N V | — | 368 | $486.1K | 0.1% | $92.4K | Cut$65.6K |
| Salesforce, Inc. | CRM | 2.52K | $469.5K | 0.1% | −$196.8K | Cut−$289.2K |
| Emerson Elec Co | — | 3.4K | $445.5K | 0.1% | — | New |
| Pepsico Inc | PEP | 2.61K | $405K | 0.1% | $30.7K | Cut−$11.5K |
| Linde Plc | LIN | 768 | $380.7K | 0.1% | $39.9K | Added$135.6K |
| Progressive Corp | — | 1.82K | $360K | 0.1% | −$53.5K | Held |
| General Dynamics Corp | GD | 1K | $343.2K | 0.1% | $6.56K | Held |
| Vanguard Calif Tax Free Fds | — | 3K | $297.2K | 0.1% | −$944 | Added$217K |
| Crowdstrike Hldgs Inc | — | 743 | $290.1K | 0.1% | — | New |
| Ishares Tr | — | 2.8K | $253.2K | 0.1% | $2.99K | Held |
| Ge Healthcare Technologies I | — | 3.51K | $249.9K | 0.1% | −$38.1K | Cut−$163.6K |
| Wabtec | — | 1K | $249.9K | 0.1% | $36.4K | Cut$35.8K |
| Ssga Active Etf Tr | — | 6.74K | $243.7K | 0.1% | — | New |
| International Business Machs | — | 1K | $242.4K | 0.1% | −$53.8K | Held |
| Chipotle Mexican Grill Inc | CMG | 7.16K | $229K | 0.1% | −$22K | Added$66K |
| Uber Technologies, Inc | UBER | 3K | $215.8K | 0.1% | −$29.3K | Held |
| Fortune Brands Innovations I | — | 5.32K | $207.4K | 0.1% | −$58.8K | Held |
| Eli Lilly & Co | LLY | 221 | $203.3K | 0.1% | −$34.2K | Cut−$104.1K |
| Accenture Plc Ireland | — | 1K | $198.3K | 0.1% | — | New |
| Valero Energy Corp | — | 800 | $197.7K | 0.1% | $67.4K | Held |
| Lowes Cos Inc | — | 800 | $189K | 0.1% | −$3.9K | Cut−$39.8K |
| Duke Energy Corp New | — | 1.36K | $177.8K | 0.1% | $18.6K | Cut−$157.2K |
| Vanguard Index Fds | — | 296 | $176.9K | 0.1% | −$8.76K | Cut−$50.8K |
| Eaton Corp Plc | ETN | 453 | $162K | 0.0% | $17.7K | Cut$16.8K |
| Enbridge Inc | — | 2.6K | $140.8K | 0.0% | $14.2K | Added$33.1K |
| Planet Labs Pbc | PL | 5K | $139.8K | 0.0% | $41.1K | Held |
| Texas Instrs Inc | — | 700 | $135.9K | 0.0% | $14.5K | Held |
| Marsh & Mclennan Cos Inc | — | 780 | $135.3K | 0.0% | — | New |
| Vanguard Tax-Managed Fds | — | 2.08K | $133.3K | 0.0% | $766 | Added$103.5K |
| NexGen Energy Ltd. | NXE | 11.3K | $130.5K | 0.0% | $27K | Held |
| Align Technology Inc | ALGN | 752 | $128.9K | 0.0% | $11.5K | Cut$3.68K |
| Global X Fds | — | 2.5K | $127K | 0.0% | $7.55K | Held |
| Meta Platforms, Inc. | META | 210 | $120.1K | 0.0% | −$18.5K | Cut−$28.4K |
| Bloom Energy Corp | BE | 865 | $117.2K | 0.0% | — | New |
| Zoetis Inc. | ZTS | 840 | $99.3K | 0.0% | −$6.39K | Held |
| Capital One Finl Corp | — | 500 | $91.2K | 0.0% | −$27K | Added−$18.1K |
| Cme Group Inc. | CME | 300 | $88.6K | 0.0% | $6.68K | Held |
| Oklo Inc. | OKLO | 1.75K | $86.8K | 0.0% | −$38.8K | Cut−$56.7K |
| Select Sector Spdr Tr | — | 650 | $86.4K | 0.0% | −$7.2K | Held |
| Spdr Series Trust | — | 1.5K | $85K | 0.0% | — | New |
| Automatic Data Processing In | — | 413 | $83.9K | 0.0% | −$22.3K | Held |
| Palo Alto Networks Inc | PANW | 511 | $81.9K | 0.0% | −$3.34K | Added$56.1K |
| Trane Technologies Plc | TT | 167 | $69.6K | 0.0% | $4.6K | Held |
| Oreilly Automotive Inc | — | 750 | $69.2K | 0.0% | $825 | Held |
| Energy Fuels Inc | UUUU | 3.75K | $68.4K | 0.0% | $13.9K | Held |
| Philip Morris Intl Inc | — | 400 | $66.1K | 0.0% | $1.48K | Added$18K |
| Schwab Charles Corp | — | 700 | $65.8K | 0.0% | −$3.24K | Added$11.2K |
| Ebay Inc | EBAY | 700 | $63.7K | 0.0% | $2.74K | Held |
| Invesco Exchange Traded Fd T | — | 300 | $57.6K | 0.0% | $108 | Held |
| Franklin Templeton Etf Tr | — | 1.43K | $56.8K | 0.0% | — | New |
| Trimble Inc. | TRMB | 700 | $45.7K | 0.0% | −$9.18K | Held |
| Canadian Pacific Kansas City | — | 576 | $45.3K | 0.0% | — | New |
| Ishares Tr | — | 450 | $44.7K | 0.0% | −$274 | Cut−$31.2K |
| Invesco Exch Trd Slf Idx Fd | — | 723 | $41.9K | 0.0% | — | New |
| Public Storage Oper Co | — | 146 | $39.5K | 0.0% | $1.66K | Held |
| Ishares Tr | — | 175 | $37K | 0.0% | −$161 | Held |
| Select Sector Spdr Tr | — | 250 | $36.7K | 0.0% | −$2.05K | Cut−$8.24K |
| Honeywell Intl Inc | — | 162 | $36.6K | 0.0% | $5.01K | Held |
| Fidelity Covington Trust | — | 617 | $36.4K | 0.0% | — | New |
| Sprott Fds Tr | — | 567 | $35.8K | 0.0% | $4.68K | Held |
| Spdr Index Shs Fds | — | 767 | $35K | 0.0% | — | New |
| Dbx Etf Tr | — | 1.03K | $33.4K | 0.0% | — | New |
| Ishares Tr | — | 50 | $32.7K | 0.0% | −$1.59K | Cut−$32.4K |
| Ionq Inc | — | 1K | $28.8K | 0.0% | — | New |
| Dbx Etf Tr | — | 809 | $26.4K | 0.0% | — | New |
| Slb Limited/Nv | SLB | 500 | $25.7K | 0.0% | — | New |
| Arista Networks, Inc. | ANET | 200 | $24.6K | 0.0% | −$1.65K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.