Knuff & Co LLC

CIK 0001768089 • 6 13F filings • May 13, 2025 – Aug 10, 2026

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Filer information

Filed by: Knuff & Co LLC, Managing Partner
Address: 950 TOWER LANE, SUITE 1525, FOSTER CITY, CA, 94404
Phone: 9177540797
AUM: $339.3M

AUM over time

$394.9M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $339.3M129 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$797K	0.2%Prev: 0.2%	6,362 SH	Decreased
ABBVIE INC	COM	$1.7M	0.5%Prev: 0.5%	7,575 SH	Decreased-5 SH
ADOBE INC	COM	$140K	0.0%Prev: 0.0%	400 SH	Decreased
AFLAC INC	COM	$2.7M	0.8%Prev: 0.8%	24,867 SH	Decreased
ALBEMARLE CORP	COM	$3.0M	0.9%Prev: 0.5%	21,000 SH	Increased
ALIBABA GROUP HLDG LTD	ADR	$8.3M	2.5%Prev: 2.8%	56,800 SH	Decreased+2,408 SH
ALIGN TECHNOLOGY INC	COM	$125K	0.0%	802 SH	New
ALPHABET INC CL A	COM	$4.0M	1.2%Prev: 0.9%	12,664 SH	Increased+143 SH
ALPHABET INC CL C	COM	$12.7M	3.7%Prev: 2.9%	40,473 SH	Increased+48 SH
AMAZON COM INC	COM	$10.6M	3.1%Prev: 2.1%	45,816 SH	Increased+13,124 SH
AMBARELLA INC	COM	$214K	0.1%	3,020 SH	New
AMERICAN EXPRESS CO	COM	$3.7M	1.1%Prev: 0.9%	9,950 SH	Increased+106 SH
AMERICAN TOWER CORP	COM	$3.1M	0.9%Prev: 1.4%	17,810 SH	Decreased-6,935 SH
AMGEN INC	COM	$589K	0.2%Prev: 0.1%	1,800 SH	Increased
ANALOG DEVICES INC	COM	$75K	0.0%Prev: 0.0%	275 SH	Increased
APPLE INC	COM	$43.2M	12.7%Prev: 11.5%	158,841 SH	Increased+2,803 SH
ARISTA NETWORKS INC	COM	$26K	0.0%Prev: 0.0%	200 SH	Decreased
ASML HOLDING N V	ADR	$420K	0.1%Prev: 0.1%	393 SH	Increased+30 SH
AUTOMATIC DATA PROCESSING INC	COM	$106K	0.0%Prev: 0.0%	413 SH	Decreased
BERKSHIRE HATHAWAY INC CL B	COM	$8.5M	2.5%Prev: 2.4%	16,913 SH	Increased+140 SH
BOEING CO	COM	$3.9M	1.2%Prev: 1.1%	18,061 SH	Increased+180 SH
BRISTOL-MYERS SQUIBB CO	COM	$590K	0.2%Prev: 0.1%	10,938 SH	Increased+200 SH
BROADCOM INC	COM	$8.7M	2.6%Prev: 2.4%	25,123 SH	Increased+55 SH
CAMECO CORP	COM	$69K	0.0%	750 SH	New
CAPITAL ONE FINL CORP	COM	$109K	0.0%Prev: 0.0%	451 SH	Increased
CATERPILLAR INC	COM	$11.8M	3.5%Prev: 2.8%	20,569 SH	Increased
CELSIUS HLDGS INC	COM	$5.8M	1.7%Prev: 2.0%	127,881 SH	Decreased+8,517 SH
CHEVRON CORP	COM	$2.2M	0.7%Prev: 0.7%	14,526 SH	Decreased
CHIPOTLE MEXICAN GRILL INC	COM	$163K	0.0%Prev: 0.0%	4,405 SH	Decreased+30 SH
CME GROUP INC	COM	$82K	0.0%Prev: 0.0%	300 SH	Increased
COCA COLA CO	COM	$1.3M	0.4%Prev: 0.4%	19,300 SH	Increased
COLGATE PALMOLIVE CO	COM	$1.8M	0.5%Prev: 0.6%	22,305 SH	Decreased-1,500 SH
COSTCO WHSL CORP	COM	$9.2M	2.7%Prev: 2.8%	10,616 SH	Decreased+3 SH
CUMMINS INC	COM	$1.0M	0.3%Prev: 0.2%	1,965 SH	Increased
DANAHER CORPORATION	COM	$1.1M	0.3%Prev: 0.3%	4,869 SH	Increased-20 SH
DISNEY WALT CO	COM	$1.5M	0.4%Prev: 0.4%	13,057 SH	Decreased
DUKE ENERGY CORP	COM	$335K	0.1%Prev: 0.1%	2,858 SH	Decreased
EATON CORP PLC	COM	$145K	0.0%Prev: 0.0%	456 SH	Increased+345 SH
EBAY INC.	COM	$61K	0.0%Prev: 0.0%	700 SH	Decreased
ECOLAB INC	COM	$104K	0.0%Prev: 0.0%	395 SH	Increased+82 SH
ELI LILLY & CO	COM	$307K	0.1%Prev: 0.1%	286 SH	Increased+24 SH
ENBRIDGE INC	COM	$108K	0.0%Prev: 0.0%	2,252 SH	Decreased
ENERGY FUELS INC	COM	$55K	0.0%	3,750 SH	New
EQUIFAX INC	COM	$5.1M	1.5%Prev: 1.7%	23,500 SH	Decreased
EXXON MOBIL CORP	COM	$7.6M	2.2%Prev: 2.1%	62,917 SH	Increased-15 SH
FIDELITY NATL INFORMATION SVCS	COM	$100K	0.0%Prev: 0.0%	1,500 SH	Increased
FORTINET INC	COM	$8.3M	2.5%Prev: 2.6%	105,300 SH	Decreased+325 SH
FORTUNE BRANDS INNOVATIONS INC	COM	$266K	0.1%Prev: 0.1%	5,322 SH	Decreased
GE AEROSPACE	COM	$3.1M	0.9%Prev: 0.9%	10,090 SH	Increased+91 SH
GE HEALTHCARE TECHNOLOGIES INC	COM	$413K	0.1%Prev: 0.1%	5,041 SH	Increased+30 SH
GE VERNOVA INC	COM	$1.5M	0.4%Prev: 0.4%	2,255 SH	Increased+22 SH
GENERAL DYNAMICS CORP	COM	$337K	0.1%Prev: 0.1%	1,000 SH	Decreased
GILEAD SCIENCES INC	COM	$1.8M	0.5%Prev: 0.5%	14,396 SH	Increased
GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT	ETF	$119K	0.0%Prev: 0.0%	2,500 SH	Increased
GRAB HOLDINGS LTD	COM	$80K	0.0%Prev: 0.0%	16,000 SH	Increased+4,000 SH
HOME DEPOT INC	COM	$3.0M	0.9%Prev: 1.0%	8,740 SH	Decreased+9 SH
HONEYWELL INTL INC	COM	$32K	0.0%Prev: 0.0%	162 SH	Decreased
INTERNATIONAL BUSINESS MACHS	COM	$296K	0.1%Prev: 0.1%	1,000 SH	Increased
INVESCO S&P 500 EQUAL WEIGHT	ETF	$57K	0.0%	300 SH	New
ISHARES CORE MSCI EAFE	ETF	$250K	0.1%Prev: 0.1%	2,797 SH	Increased
ISHARES CORE S&P 500	ETF	$65K	0.0%Prev: 0.0%	95 SH	Increased
ISHARES CORE U.S. AGGREGATE BOND	ETF	$76K	0.0%Prev: 0.1%	760 SH	Decreased-3,045 SH
ISHARES S&P 500 VALUE	ETF	$37K	0.0%Prev: 0.0%	175 SH	Increased
JOHNSON & JOHNSON	COM	$1.7M	0.5%Prev: 0.4%	8,247 SH	Increased+490 SH
JPMORGAN CHASE & CO.	COM	$763K	0.2%Prev: 0.2%	2,369 SH	Increased
LINDE PLC	COM	$245K	0.1%Prev: 0.0%	575 SH	Increased+303 SH
LOWES COS INC	COM	$229K	0.1%Prev: 0.1%	949 SH	Decreased
MASTERCARD INCORPORATED CL A	COM	$848K	0.3%Prev: 0.2%	1,486 SH	Increased
MERCADOLIBRE INC	COM	$10.0M	3.0%Prev: 3.0%	4,977 SH	Decreased+553 SH
MERCK & CO INC	COM	$1.2M	0.3%Prev: 0.3%	11,038 SH	Increased
META PLATFORMS INC CL A	COM	$149K	0.0%Prev: 0.0%	225 SH	Increased+150 SH
MICROCHIP TECHNOLOGY INC.	COM	$2.3M	0.7%Prev: 0.7%	35,876 SH	Decreased
MICROSOFT CORP	COM	$28.8M	8.5%Prev: 8.9%	59,607 SH	Decreased+306 SH
MONGODB INC CL A	COM	$5.9M	1.8%Prev: 1.1%	14,171 SH	Increased+1,642 SH
MONOLITHIC PWR SYS INC	COM	$498K	0.1%Prev: 0.1%	550 SH	Decreased
MONSTER BEVERAGE CORP	COM	$5.6M	1.6%Prev: 1.4%	72,477 SH	Increased
NETFLIX INC	COM	$15.6M	4.6%Prev: 5.8%	166,326 SH	Decreased+149,510 SH
NEXGEN ENERGY LTD	COM	$104K	0.0%	11,250 SH	New
NEXTDOOR HOLDINGS INC CL A	COM	$53K	0.0%	25,000 SH	New
NEXTERA ENERGY INC	COM	$2.8M	0.8%Prev: 0.7%	34,485 SH	Increased+480 SH
NIKE INC CL B	COM	$407K	0.1%Prev: 0.1%	6,383 SH	Increased+670 SH
NOVO-NORDISK A S	ADR	$8.7M	2.6%Prev: 4.1%	171,750 SH	Decreased-83,274 SH
NUSCALE PWR CORP CL A	COM	$35K	0.0%	2,500 SH	New
NVIDIA CORPORATION	COM	$7.7M	2.3%Prev: 2.2%	41,170 SH	Decreased-435 SH
OKLO INC CL A	COM	$144K	0.0%	2,000 SH	New
ORACLE CORP	COM	$1.6M	0.5%Prev: 0.7%	8,252 SH	Decreased
OREILLY AUTOMOTIVE INC	COM	$68K	0.0%Prev: 0.0%	750 SH	Decreased-250 SH
PALO ALTO NETWORKS INC	COM	$26K	0.0%	140 SH	New
PEPSICO INC	COM	$416K	0.1%Prev: 0.1%	2,902 SH	Decreased-700 SH
PFIZER INC	COM	$1.6M	0.5%Prev: 0.5%	63,859 SH	Decreased
PHILIP MORRIS INTL INC	COM	$48K	0.0%Prev: 0.0%	300 SH	Decreased
PLANET LABS PBC	COM	$99K	0.0%	5,000 SH	New
PROCTER AND GAMBLE CO	COM	$19.1M	5.6%Prev: 6.0%	133,447 SH	Decreased-624 SH
PROGRESSIVE CORP	COM	$414K	0.1%Prev: 0.1%	1,816 SH	Decreased
PUBLIC STORAGE OPER CO	COM	$38K	0.0%	146 SH	New
PULTE GROUP INC	COM	$1.6M	0.5%Prev: 0.4%	13,330 SH	Increased+1,873 SH
QUALCOMM INC	COM	$1.3M	0.4%Prev: 0.4%	7,544 SH	Increased
QXO INC	COM	$76K	0.0%	3,925 SH	New
SALESFORCE INC	COM	$759K	0.2%Prev: 0.2%	2,864 SH	Increased-44 SH
SCHWAB CHARLES CORP	COM	$55K	0.0%Prev: 0.0%	546 SH	Increased
SCHWAB U.S. LARGE-CAP VALUE	ETF	$1.2M	0.4%Prev: 0.3%	40,438 SH	Increased
SERVICENOW INC	COM	$879K	0.3%Prev: 0.1%	5,740 SH	Increased+5,315 SH
SPDR GOLD SHARES	ETF	$688K	0.2%Prev: 0.2%	1,735 SH	Increased
SPROTT URANIUM MINERS	ETF	$31K	0.0%	567 SH	New
STARBUCKS CORP	COM	$880K	0.3%Prev: 0.2%	10,445 SH	Increased+350 SH
STATE STREET HEALTH CARE SELECT SECTOR SPDR	ETF	$45K	0.0%	290 SH	New
STATE STREET SPDR MSCI USA STRATEGICFACTORS	ETF	$33K	0.0%Prev: 0.0%	188 SH	Increased
STATE STREET TECHNOLOGY SELECT SECTOR SPDR	ETF	$94K	0.0%	650 SH	New
STRYKER CORPORATION	COM	$28K	0.0%Prev: 0.0%	80 SH	Decreased
TAIWAN SEMICONDUCTOR MFG LTD	ADR	$8.4M	2.5%Prev: 2.1%	27,728 SH	Increased+1,401 SH
TEXAS INSTRS INC	COM	$121K	0.0%Prev: 0.0%	700 SH	Decreased
THE TRADE DESK INC CL A	COM	$152K	0.0%Prev: 0.8%	4,000 SH	Decreased-52,275 SH
THERMO FISHER SCIENTIFIC INC	COM	$4.7M	1.4%Prev: 1.1%	8,138 SH	Increased+32 SH
TJX COS INC	COM	$507K	0.1%Prev: 0.1%	3,300 SH	Increased+920 SH
TRANE TECHNOLOGIES PLC	COM	$65K	0.0%Prev: 0.0%	167 SH	Decreased
TRIMBLE INC	COM	$55K	0.0%Prev: 0.0%	700 SH	Decreased
UBER TECHNOLOGIES INC	COM	$245K	0.1%Prev: 0.1%	3,000 SH	Decreased
UNION PAC CORP	COM	$847K	0.2%Prev: 0.3%	3,660 SH	Decreased
VALERO ENERGY CORP	COM	$130K	0.0%Prev: 0.0%	800 SH	Decreased
VANGUARD CALIFORNIA TAX-EXEMPT BOND	ETF	$80K	0.0%Prev: 0.0%	800 SH	Increased
VANGUARD FTSE DEVELOPED MARKETS	ETF	$30K	0.0%Prev: 0.0%	478 SH	Increased
VANGUARD S&P 500	ETF	$228K	0.1%Prev: 0.1%	363 SH	Increased
VERALTO CORP	COM	$527K	0.2%Prev: 0.2%	5,283 SH	Decreased
VERTEX PHARMACEUTICALS INC	COM	$6.4M	1.9%Prev: 1.6%	14,197 SH	Increased+13 SH
VISA INC CL A	COM	$1.8M	0.5%Prev: 0.5%	5,200 SH	Increased
WABTEC	COM	$214K	0.1%Prev: 0.1%	1,003 SH	Increased+3 SH
WASTE MGMT INC	COM	$1.3M	0.4%Prev: 0.3%	5,730 SH	Increased+1,026 SH
WELLS FARGO CO	COM	$1.6M	0.5%Prev: 0.4%	16,692 SH	Increased
ZOETIS INC CL A	COM	$106K	0.0%Prev: 0.1%	840 SH	Decreased-1,500 SH

Sold (vs prior filing)

CAVA GROUP INC — $47K
HEALTH CARE SELECT SECTOR SPDR FUND — $40K
INTERCONTINENTAL EXCHANGE INC — $34K
JD.COM INC CL A — $5.2M
SIRIUSXM HOLDINGS INC — $239K
SPOTIFY TECHNOLOGY S A — $30K
TECHNOLOGY SELECT SECTOR SPDR FUND — $92K
VERISIGN INC — $1.1M
XYLEM INC — $27K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 4, 2026	Q4 2025	13F-HR	0001768089-26-000001	$339.3M	View
Nov 13, 2025	Q3 2025	13F-HR	0001768089-25-000007	$345.2M	View
Aug 10, 2026	Q2 2026