Knuff & Co LLC reported 120 positions worth $384.71M for the quarter ended Jun 30, 2026, up 17.1% on the prior quarter. It opened 22 new positions, added to 42, trimmed 27 and exited 14. Its largest holding is Apple Inc. at 12.2% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| MELI Mercadolibre Inc | +3,638 | +63.8% | $6.18M | 4.12% |
| HIMX Himax Technologies, Inc. | +249.0K | – | $3.82M | 0.993% |
| GOOG Alphabet Inc. | +7,670 | +18.8% | $2.71M | 4.45% |
| MSFT Microsoft Corp | +5,427 | +9.1% | $2.01M | 6.28% |
| NOW ServiceNow, Inc. | +19.5K | +48.0% | $1.93M | 1.55% |
| NVDA Nvidia Corp | +9,120 | +22.6% | $1.82M | 2.58% |
| CELH Celsius Holdings, Inc. | +50.4K | +43.8% | $1.48M | 1.26% |
| AAPL Apple Inc. | +4,282 | +2.7% | $1.24M | 12.17% |
| MNST Monster Beverage Corp | +17.0K | +11.5% | $818.46K | 2.06% |
| PANW Palo Alto Networks Inc | +2,188 | +428.2% | $746.15K | 0.239% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| QXO QXO, Inc. | -128.5K | -100.0% | $2.50M | Exited |
| PHM Pultegroup Inc | -11.9K | -100.0% | $1.41M | Exited |
| EFX Equifax Inc | -5,400 | -23.5% | $857.09K | 0.726% |
| DIS Walt Disney Co | -8,140 | -72.2% | $783.48K | 0.078% |
| PG PROCTER & GAMBLE Co | -4,680 | -3.6% | $686.28K | 4.82% |
| BABA Alibaba Group Holding Ltd | -6,198 | -11.0% | $594.88K | 1.25% |
| ABT Abbott Laboratories | -4,875 | -100.0% | $500.52K | Exited |
| AVGO Broadcom Inc. | -1,046 | -4.3% | $395.13K | 2.31% |
| WM Waste Management Inc | -1,721 | -35.0% | $383.58K | 0.185% |
| AMT American Tower Corp | -2,175 | -73.1% | $355.76K | 0.034% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| HIMX Himax Technologies, Inc. | +249.0K | $3.82M | 0.993% |
| MCHP Microchip Technology Inc | +5,750 | $524.40K | 0.136% |
| MPLX Mplx Lp | +5,500 | $309.82K | 0.081% |
| ARES Ares Management Corp | +2,635 | $293.30K | 0.076% |
| COP Conocophillips | +2,745 | $285.37K | 0.074% |
| PL Planet Labs PBC | +7,900 | $261.73K | 0.068% |
| OXY Occidental Petroleum Corp | +5,325 | $258.64K | 0.067% |
| MS Morgan Stanley | +1,175 | $245.62K | 0.064% |
| A Agilent Technologies, Inc. | +1,525 | $202.57K | 0.053% |
| AZN Astrazeneca Plc | +1,050 | $199.10K | 0.052% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| QXO QXO, Inc. | -128.5K | $2.50M | 0.76% |
| PHM Pultegroup Inc | -11.9K | $1.41M | 0.428% |
| ABT Abbott Laboratories | -4,875 | $500.52K | 0.152% |
| GEHC GE HealthCare Technologies Inc. | -3,511 | $249.91K | 0.076% |
| FBIN Fortune Brands Innovations, Inc. | -5,322 | $207.40K | 0.063% |
| ACN Accenture plc | -1,000 | $198.29K | 0.06% |
| MRSH Marsh & Mclennan Companies, Inc. | -780 | $135.29K | 0.041% |
| ALGN Align Technology Inc | -752 | $128.92K | 0.039% |
| ZTS Zoetis Inc. | -840 | $99.30K | 0.03% |
| COF Capital One Financial Corp | -500 | $91.22K | 0.028% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 161.8K | $46.81M | 12.17% | +4,282 | +2.7% | Added | 0% |
| 2 | MSFT Microsoft Corp | Technology | 65.3K | $24.17M | 6.28% | +5,427 | +9.1% | Added | 0% |
| 3 | CAT Caterpillar Inc | Industrials | 20.5K | $21.81M | 5.67% | -300 | -1.4% | Reduced | 0% |
| 4 | PG PROCTER & GAMBLE Co | Consumer Staples | 126.3K | $18.53M | 4.82% | -4,680 | -3.6% | Reduced | 0.01% |
| 5 | TSM Taiwan Semiconductor Manufacturing Co Ltd | Technology | 37.0K | $17.67M | 4.59% | +140 | +0.4% | Added | 0% |
| 6 | GOOG Alphabet Inc. | Technology | 48.5K | $17.13M | 4.45% | +7,670 | +18.8% | Added | 0% |
| 7 | FTNT Fortinet, Inc. | Technology | 105.6K | $16.22M | 4.22% | +1,632 | +1.6% | Added | 0.01% |
| 8 | MELI Mercadolibre Inc | Technology | 9,341 | $15.86M | 4.12% | +3,638 | +63.8% | Added | 0.02% |
| 9 | NFLX Netflix Inc | Technology | 182.6K | $13.04M | 3.39% | +9,092 | +5.2% | Added | 0% |
| 10 | NVO Novo Nordisk A S | Healthcare | 242.8K | $11.64M | 3.03% | +7,547 | +3.2% | Added | 0.01% |
| 11 | AMZN Amazon Com Inc | Consumer Discretionary | 44.0K | $10.48M | 2.72% | +1,846 | +4.4% | Added | 0% |
| 12 | NVDA Nvidia Corp | Technology | 49.5K | $9.91M | 2.58% | +9,120 | +22.6% | Added | 0% |
| 13 | COST Costco Wholesale Corp | Consumer Staples | 10.4K | $9.77M | 2.54% | -84 | -0.8% | Reduced | 0% |
| 14 | AVGO Broadcom Inc. | Technology | 23.5K | $8.88M | 2.31% | -1,046 | -4.3% | Reduced | 0% |
| 15 | XOM ExxonMobil Holdings Corp | Energy | 62.9K | $8.60M | 2.24% | +50 | +0.1% | Added | 0% |
Tip. Select a row to see that position’s full history at Knuff.
As of its Q2 2026 13F filing, Knuff & Co LLC’s five largest positions were Apple Inc. (AAPL) at 12.2%, Microsoft Corp (MSFT) at 6.3%, Caterpillar Inc (CAT) at 5.7%, PROCTER & GAMBLE Co (PG) at 4.8%, Taiwan Semiconductor Manufacturing Co Ltd (TSM) at 4.6% of the reported portfolio.
Knuff & Co LLC reported a 13F portfolio worth $384.71M across 120 positions for Q2 2026. That is up 17.1% from the previous quarter.
Its largest purchases by value were Mercadolibre Inc ($6.18M), Himax Technologies, Inc. ($3.82M), Alphabet Inc. ($2.71M). It opened 22 new positions.
Its largest sales by value were QXO, Inc. ($2.50M), Pultegroup Inc ($1.41M), Equifax Inc ($857.09K). It exited 14 positions entirely.
From the Form 13F-HR reports Knuff & Co LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.