Knuff & Co LLC 13F Holdings · Q2 2026
Knuff & Co LLC reported 142 securities worth $394.90M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: AAPL (11.85%), MSFT (6.12%), CAT (5.52%). Among its top 25 positions this quarter: 2 new, 15 added, 8 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $46.8M | 11.85% | 161,771 | Added |
| 2 | MSFT | MICROSOFT CORP | $24.2M | 6.12% | 65,290 | Added |
| 3 | CAT | CATERPILLAR INC | $21.8M | 5.52% | 20,482 | Trimmed |
| 4 | PG | PROCTER & GAMBLE CO | $18.5M | 4.69% | 126,346 | Trimmed |
| 5 | TSM | TAIWAN SEMICONDUCTOR MANUFACTURING LTD | $17.7M | 4.47% | 36,998 | Added |
| 6 | GOOG | ALPHABET INC CAP STK CL C | $17.1M | 4.34% | 48,471 | Added |
| 7 | FTNT | FORTINET INC | $16.2M | 4.11% | 105,607 | Added |
| 8 | MELI | MERCADOLIBRE INC | $15.9M | 4.02% | 9,341 | Added |
| 9 | NFLX | NETFLIX INC. | $13.0M | 3.30% | 182,592 | Added |
| 10 | NVO | NOVO-NORDISK A S | $11.6M | 2.95% | 242,776 | Added |
| 11 | AMZN | AMAZON COM INC | $10.5M | 2.65% | 43,960 | Added |
| 12 | NVDA | NVIDIA CORPORATION | $9.9M | 2.51% | 49,535 | Added |
| 13 | COST | COSTCO WHOLESALE CORPORATION | $9.8M | 2.47% | 10,439 | Trimmed |
| 14 | AVGO | BROADCOM INC | $8.9M | 2.25% | 23,515 | Trimmed |
| 15 | XOM | EXXONMOBIL HOLDINGS CORP | $8.6M | 2.18% | 62,922 | New |
| 16 | MNST | MONSTER BEVERAGE CORP | $7.9M | 2.01% | 82,592 | Added |
| 17 | BRKB | BERKSHIRE HATHAWAY INC CL B | $7.2M | 1.83% | 14,412 | Added |
| 18 | VRTX | VERTEX PHARMACEUTICALS INC | $7.1M | 1.80% | 14,288 | Added |
| 19 | NOW | SERVICENOW INC | $6.0M | 1.51% | 59,976 | Added |
| 20 | CELH | CELSIUS HLDGS INC | $4.8M | 1.23% | 165,499 | Added |
| 21 | MDB | MONGODB INC CL A | $4.8M | 1.22% | 14,365 | Trimmed |
| 22 | BABA | ALIBABA GROUP HLDG LTD | $4.8M | 1.21% | 49,940 | Trimmed |
| 23 | GOOGL | ALPHABET INC CAP STK CL A | $4.7M | 1.19% | 13,135 | Trimmed |
| 24 | FLOT | ISHARES FLOATING RATE BOND | $4.5M | 1.13% | 87,524 | New |
| 25 | BA | BOEING CO | $3.9M | 0.99% | 18,031 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR