Knuff & Co LLC — 13F holdings

Knuff & Co LLC reported 142 holdings worth $395M in its 13F filing for Q2 2026, filed August 10, 2026. That's up 19.0% from $332M in Q1 2026, when it reported 134 holdings. Its 10 largest positions make up 51.4% of the portfolio.

Knuff & Co LLC's largest positions in Q2 2026

  1. AAPL APPLE INC — $46.8M (11.9%) · added 3%
  2. MSFT MICROSOFT CORP — $24.2M (6.1%) · added 9%
  3. CAT CATERPILLAR INC — $21.8M (5.5%) · cut 1%
  4. PG Procter And Gamble Co — $18.5M (4.7%) · cut 4%
  5. TSM TAIWAN SEMICONDUCTOR MFG LTD — $17.7M (4.5%) · unchanged
  6. GOOG ALPHABET INC — $17.1M (4.3%) · added 19%
  7. FTNT FORTINET INC — $16.2M (4.1%) · added 2%
  8. MELI MERCADOLIBRE INC — $15.9M (4.0%) · added 64%
  9. NFLX Netflix Inc — $13.0M (3.3%) · added 5%
  10. NVO NOVO-NORDISK A S — $11.6M (2.9%) · added 3%
  11. AMZN AMAZON COM INC — $10.5M (2.7%) · added 4%
  12. NVDA NVIDIA CORPORATION — $9.91M (2.5%) · added 23%
  13. COST COSTCO WHSL CORP NEW — $9.77M (2.5%) · unchanged
  14. AVGO BROADCOM INC — $8.88M (2.2%) · cut 4%
  15. EXXONMOBIL HOLDINGS CORP — $8.60M (2.2%) · new position
  16. MNST MONSTER BEVERAGE CORP NEW — $7.94M (2.0%) · added 11%
  17. BRK.B BERKSHIRE HATHAWAY INC DEL — $7.21M (1.8%) · unchanged
  18. VRTX VERTEX PHARMACEUTICALS INC — $7.10M (1.8%) · added 2%
  19. NOW SERVICENOW INC — $5.95M (1.5%) · added 48%
  20. CELH CELSIUS HLDGS INC — $4.85M (1.2%) · added 44%

What Knuff & Co LLC bought in Q2 2026

28 new positions and 38 positions added to.

  1. EXXONMOBIL HOLDINGS CORP — new position, about $8.60M
  2. MELI MERCADOLIBRE INC — added, about $6.18M
  3. FLOT ISHARES TR — new position, about $4.47M
  4. HIMX HIMAX TECHNOLOGIES INC — new position, about $3.82M
  5. GOOG ALPHABET INC — added, about $2.71M
  6. VTEB VANGUARD MUN BD FDS — new position, about $2.13M
  7. MSFT MICROSOFT CORP — added, about $2.01M
  8. NOW SERVICENOW INC — added, about $1.93M
  9. NVDA NVIDIA CORPORATION — added, about $1.82M
  10. CELH CELSIUS HLDGS INC — added, about $1.48M

What Knuff & Co LLC sold in Q2 2026

20 positions sold out and 27 reduced.

  1. XOM EXXON MOBIL CORP — sold out, about $8.60M
  2. QXO QXO INC — sold out, about $2.22M
  3. PHM PULTE GROUP INC — sold out, about $1.64M
  4. EFX EQUIFAX INC — cut 23%, about $857K
  5. DIS DISNEY WALT CO — cut 72%, about $783K
  6. PG Procter And Gamble Co — cut 4%, about $686K
  7. BABA ALIBABA GROUP HLDG LTD — cut 11%, about $595K
  8. SCHV SCHWAB STRATEGIC TR — cut 40%, about $548K
  9. ABT ABBOTT LABS — sold out, about $442K
  10. AVGO BROADCOM INC — cut 4%, about $395K

Knuff & Co LLC portfolio value by quarter

What does Knuff & Co LLC own?

Its largest positions in Q2 2026 were AAPL, MSFT, CAT, PG, TSM, out of 142 holdings worth $395M.

What did Knuff & Co LLC buy last quarter?

In Q2 2026 it opened 28 new positions and added to 38; the largest buys were EXXONMOBIL HOLDINGS CORP, MELI, FLOT.

What did Knuff & Co LLC sell last quarter?

In Q2 2026 it sold out of 20 positions and reduced 27, including XOM, QXO, PHM.