Q2 2026 13F · SEC CIK 1768089

Knuff & Co LLC

Wealth managerFiled 2026-08-10 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $394.9M
Reported positions: 142
Top holdings a year, 3 yrs: +13.3%
Assets under management: $393.9M

Knuff & Co LLC is a wealth manager that reported 142 positions worth $394.9M in its Q2 2026 13F, filed 2026-08-10. Its largest holdings were Apple Inc (AAPL, 11.9%), Microsoft Corp (MSFT, 6.1%), Caterpillar Inc Com (CAT, 5.5%). A portfolio copying its top holdings returned 13.3% a year over the last 3 years, against 20.4% for the S&P 500.

Knuff & Co LLC holdings largest 50 of 142 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Knuff & Co LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
AAPLApple Inc	11.9%	12.0%	161,771	+2.7%	$46.8M
MSFTMicrosoft Corp	6.1%	6.7%	65,290	+9.1%	$24.2M
CATCaterpillar Inc Com	5.5%	4.4%	20,482	-1.4%	$21.8M
PGProcter & Gamble Co Com	4.7%	5.7%	126,346	-3.6%	$18.5M
TSMTaiwan Semiconductor Manufac	4.5%	3.8%	36,998	+0.4%	$17.7M
GOOGAlphabet Inc	4.3%	3.5%	48,471	+18.8%	$17.1M
FTNTFortinet Inc	4.1%	2.6%	105,607	+1.6%	$16.2M
MELIMercadolibre Inc	4.0%	3.0%	9,341	+63.8%	$15.9M
NFLXNetflix Inc Total	3.3%	5.0%	182,592	+5.2%	$13.0M
NVONovo-Nordisk A S	2.9%	2.6%	242,776	+3.2%	$11.6M
AMZNAmazon Com Inc Com	2.7%	2.6%	43,960	+4.4%	$10.5M
NVDANvidia Corporation Com	2.5%	2.1%	49,535	+22.6%	$9.9M
COSTCostco Whsl Corp New	2.5%	3.2%	10,439	-0.8%	$9.8M
AVGOBroadcom Inc	2.2%	2.3%	23,515	-4.3%	$8.9M
XOMExxon Mobil Corp	2.2%	—	62,922	—	$8.6M
MNSTMonster Beverage Corp New	2.0%	1.6%	82,592	+11.5%	$7.9M
BRK-BBerkshire Hathaway Inc Del	1.8%	2.1%	14,412	+0.3%	$7.2M
VRTXVertex Pharmaceuticals Inc	1.8%	1.9%	14,288	+2.2%	$7.1M
NOWServicenow Inc Com	1.5%	1.3%	59,976	+48.0%	$6.0M
CELHCelsius Holdings Inc	1.2%	1.2%	165,499	+43.8%	$4.8M
MDBMongodb Inc	1.2%	1.1%	14,365	-6.5%	$4.8M
BABAAlibaba Group Hldg Ltd	1.2%	2.1%	49,940	-11.0%	$4.8M
GOOGLAlphabet Inc	1.2%	1.2%	13,135	-1.7%	$4.7M
FLOTIshares Tr	1.1%	—	87,524	—	$4.5M
BABoeing Co	1.0%	1.1%	18,031	-0.2%	$3.9M
HIMXHimax Technologies Inc	1.0%	—	248,970	—	$3.8M
GEGe Aerospace	1.0%	0.9%	10,099	+0.0%	$3.8M
AFLAflac Inc	0.9%	0.8%	30,497	+22.6%	$3.6M
AXPAmerican Express Co Com	0.9%	0.9%	10,543	+6.0%	$3.6M
TMOThermo Fisher Scientific Inc	0.9%	1.1%	7,033	-3.7%	$3.5M
NEENextera Energy Inc Com	0.8%	1.0%	35,656	+2.5%	$3.1M
HDHome Depot Inc Com	0.7%	0.9%	8,136	-5.7%	$2.9M
ALBAlbemarle Corp Com	0.7%	1.1%	21,000	+0.0%	$2.8M
EFXEquifax Inc	0.7%	1.2%	17,600	-23.5%	$2.8M
JNJJohnson & Johnson	0.7%	0.8%	10,973	+5.9%	$2.8M
CVXChevron Corp New	0.7%	0.9%	16,297	+10.7%	$2.7M
GEVGe Vernova Inc	0.7%	0.6%	2,283	+0.0%	$2.7M
GILDGilead Sciences	0.6%	0.6%	17,641	+19.2%	$2.2M
ABBVAbbvie Inc	0.5%	0.6%	8,555	-4.7%	$2.2M
VTEBVanguard Tx Ex Bd	0.5%	—	42,050	—	$2.1M
CLColgate Palmolive Co	0.5%	0.6%	22,305	+0.0%	$2.0M
ORCLOracle Corp	0.4%	0.5%	11,872	+0.0%	$1.7M
MRKMerck & Co. Inc	0.4%	0.4%	13,038	+18.1%	$1.7M
VVisa Inc Com Cl A	0.4%	0.5%	4,797	-7.8%	$1.6M
KOCoca Cola Co	0.4%	0.4%	19,300	+0.0%	$1.6M
PFEPfizer Inc	0.4%	0.5%	63,859	+0.0%	$1.5M
UNPUnion Pac Corp	0.4%	—	5,310	—	$1.4M
CMICummins Inc	0.4%	0.3%	1,965	+0.0%	$1.4M
DHRDanaher Corporation	0.3%	—	6,462	—	$1.2M
WFCWells Fargo Co New	0.3%	0.3%	14,292	+0.0%	$1.2M

What Knuff & Co LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

MELI Mercadolibre Inc+63.8% shares
NOW Servicenow Inc Com+48.0% shares
CELH Celsius Holdings Inc+43.8% shares
AFL Aflac Inc+22.6% shares
NVDA Nvidia Corporation Com+22.6% shares
GILD Gilead Sciences+19.2% shares
GOOG Alphabet Inc+18.8% shares
MRK Merck & Co. Inc+18.1% shares

Reduced

EFX Equifax Inc-23.5% shares
BABA Alibaba Group Hldg Ltd-11.0% shares
V Visa Inc Com Cl A-7.8% shares
MDB Mongodb Inc-6.5% shares
HD Home Depot Inc Com-5.7% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +10.7% /yr; S&P 500 +20.1%
3 years: +13.3% /yr; S&P 500 +20.4%
5 years: +7.2% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$394.9M	142
Q1 2026	$331.9M	134
Q4 2025	$339.3M	129
Q3 2025	$345.1M	122
Q2 2025	$317.5M	122
Q1 2025	$298.0M	133
Q4 2024	$329.0M	142
Q3 2024	$327.7M	127
Q2 2024	$308.1M	131
Q1 2024	$297.5M	125
Q4 2023	$274.3M	117
Q3 2023	$250.9M	120

Questions about Knuff & Co LLC's portfolio

What stocks does Knuff & Co LLC own?

Knuff & Co LLC's latest 13F, for Q2 2026 and filed Aug 10, 2026, lists 142 positions worth $394.9M. The largest are Apple Inc (AAPL) at 11.9%, Microsoft Corp (MSFT) at 6.1%, Caterpillar Inc Com (CAT) at 5.5%, Procter & Gamble Co Com (PG) at 4.7% and Taiwan Semiconductor Manufac (TSM) at 4.5%.

What did Knuff & Co LLC buy last quarter?

In Q2 2026, Knuff & Co LLC added Mercadolibre Inc (MELI) (+63.8% shares), Servicenow Inc Com (NOW) (+48.0% shares) and Celsius Holdings Inc (CELH) (+43.8% shares), compared with its Q1 2026 filing.

What did Knuff & Co LLC sell last quarter?

In Q2 2026, Knuff & Co LLC cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Qxo Inc (QXO), cut from its top 50 Pulte Group Inc (PHM), cut from its top 50 Schwab Strategic Tr (SCHV), cut from its top 50 Waste Mgmt Inc Del (WM), Equifax Inc (EFX) (-23.5% shares), Alibaba Group Hldg Ltd (BABA) (-11.0% shares) and Visa Inc Com Cl A (V) (-7.8% shares), compared with its Q1 2026 filing.

How has Knuff & Co LLC's portfolio performed?

A portfolio copying Knuff & Co LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +13.3% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +10.7% against +20.1%. Over 5 years: +7.2% a year against +11.6%.

When is Knuff & Co LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Knuff & Co LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Knuff & Co LLC manage?

Knuff & Co LLC reported $393.9M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $394.9M.