Knuff
FOSTER CITY, CAfiles as Knuff & Co LLC
$395m in 142 US stocks at the end of 30 June 2026. The top 10 are 51.4% of the money. It changed about 14.3% of the portfolio this quarter.
Value
$395m
Stocks
142
Top 10 share
51.4%
Turnover
14.3%
What changed this quarter
New
Bought for the first time this quarter.
- ExxonMobil HoldingsXOM2.2% of the fund
- Ishares TRFLOT1.1% of the fund
- Himax TechnologiesHIMX1.0% of the fund
- Vanguard MUN BD FDSVTEB0.5% of the fund
- Microchip TechnologyMCHP0.1% of the fund
- Mplx LPMPLX<0.1% of the fund
- Ares ManagementARES<0.1% of the fund
- ConocoPhillipsCOP<0.1% of the fund
- Planet Labs PBCPL<0.1% of the fund
- Occidental PetroleumOXY<0.1% of the fund
- Morgan StanleyMS<0.1% of the fund
- Agilent TechnologiesA<0.1% of the fund
- AstrazenecaAZN<0.1% of the fund
- JabilJBL<0.1% of the fund
- Northrop GrummanNOC<0.1% of the fund
- United RentalsURI<0.1% of the fund
- StrykerSYK<0.1% of the fund
- NisourceNI<0.1% of the fund
- WalmartWMT<0.1% of the fund
- Arista NetworksANET<0.1% of the fund
- Arthur J. GallagherAJG<0.1% of the fund
- Honeywell InternationalHON<0.1% of the fund
- Honeywell AerospaceHONA<0.1% of the fund
- Ishares Gold TRIAU<0.1% of the fund
- McDonald'sMCD<0.1% of the fund
Added
Bought more of a stock they already held.
- AppleAAPL11.9% of the fund+3%
- MicrosoftMSFT6.1% of the fund+9%
- AlphabetGOOG4.3% of the fund+19%
- MercadoLibreMELI4.0% of the fund+64%
- NetflixNFLX3.3% of the fund+5%
- Novo Nordisk A SNVO2.9% of the fund+3%
- Amazon.comAMZN2.7% of the fund+4%
- NvidiaNVDA2.5% of the fund+23%
- Monster BeverageMNST2.0% of the fund+11%
- Vertex PharmaceuticalsVRTX1.8% of the fund+2%
- ServiceNowNOW1.5% of the fund+48%
- Celsius HoldingsCELH1.2% of the fund+44%
- AflacAFL0.9% of the fund+23%
- American ExpressAXP0.9% of the fund+6%
- NextEra EnergyNEE0.8% of the fund+3%
- Johnson & JohnsonJNJ0.7% of the fund+6%
- ChevronCVX0.7% of the fund+11%
- Gilead SciencesGILD0.6% of the fund+19%
- MerckMRK0.4% of the fund+18%
- Union PacificUNP0.4% of the fund+49%
- DanaherDHR0.3% of the fund+36%
- JPMorgan ChaseJPM0.3% of the fund+54%
- Ssga Active ETF TRRLY0.3% of the fund+371%
- MastercardMA0.3% of the fund+24%
- Palo Alto NetworksPANW0.2% of the fund+428%
Cut
Sold some of their stake.
- Procter & GamblePG4.7% of the fund-4%
- BroadcomAVGO2.2% of the fund-4%
- MongoDBMDB1.2% of the fund-6%
- Alibaba Group HldgBABA1.2% of the fund-11%
- Thermo Fisher ScientificTMO0.9% of the fund-4%
- Home DepotHD0.7% of the fund-6%
- EquifaxEFX0.7% of the fund-23%
- AbbVieABBV0.5% of the fund-5%
- VisaV0.4% of the fund-8%
- StarbucksSBUX0.2% of the fund-20%
- Schwab Strategic TRSCHV0.2% of the fund-40%
- QualcommQCOM0.2% of the fund-8%
- Waste ManagementWM0.2% of the fund-35%
- ASML Holding NVASML0.2% of the fund-12%
- Spdr Gold TRGLD0.1% of the fund-8%
- TJX CompaniesTJX0.1% of the fund-7%
- EcolabECL0.1% of the fund-17%
- Walt DisneyDIS<0.1% of the fund-72%
- PepsiCoPEP<0.1% of the fund-19%
- Vanguard Calif TAX Free FDSVTEC<0.1% of the fund-17%
- Chipotle Mexican GrillCMG<0.1% of the fund-5%
- Eli LillyLLY<0.1% of the fund-14%
- Vanguard Tax-Managed FDSVEA<0.1% of the fund-8%
- American TowerAMT<0.1% of the fund-73%
- SalesforceCRM<0.1% of the fund-83%
Sold out
Sold their entire stake.
- ExxonMobil HoldingsXOM-100%
- QXOQXO-100%
- PultegroupPHM-100%
- Abbott LaboratoriesABT-100%
- GE HealthCare TechnologiesGEHC-100%
- Fortune Brands InnovationsFBIN-100%
- AccentureACN-100%
- Planet Labs PBCPL-100%
- Marsh & McLennan CompaniesMRSH-100%
- Align TechnologyALGN-100%
- ZoetisZTS-100%
- Capital One FinancialCOF-100%
- CME GroupCME-100%
- Automatic Data ProcessingADP-100%
- TrimbleTRMB-100%
- Ishares TRAGG-100%
- Honeywell InternationalHON-100%
- Fidelity Covington TrustFUTY-100%
- SLB LimitedSLB-100%
- Arista NetworksANET-100%
Holdings
- Alibaba Group HldgBABA
- Share
- 1.2%
- Value
- $5m
- Shares
- 49,940
-11%
- Ishares TRFLOT
- Share
- 1.1%
- Value
- $4m
- Shares
- 87,524
New
- Himax TechnologiesHIMX
- Share
- 1.0%
- Value
- $4m
- Shares
- 248,970
New
- Vanguard MUN BD FDSVTEB
- Share
- 0.5%
- Value
- $2m
- Shares
- 42,050
New
- Ssga Active ETF TRRLY
- Share
- 0.3%
- Value
- $1m
- Shares
- 31,765
+371%
- Schwab Strategic TRSCHV
- Share
- 0.2%
- Value
- $825,007
- Shares
- 23,700
-40%
- Spdr Gold TRGLD
- Share
- 0.1%
- Value
- $547,044
- Shares
- 1,485
-8%
- Mplx LPMPLX
- Share
- <0.1%
- Value
- $309,815
- Shares
- 5,500
New
- Ishares TRIEFA
- Share
- <0.1%
- Value
- $270,134
- Shares
- 2,797
Held
- Vanguard Calif TAX Free FDSVTEC
- Share
- <0.1%
- Value
- $251,500
- Shares
- 2,500
-17%
- Vanguard Index FDSVOO
- Share
- <0.1%
- Value
- $203,296
- Shares
- 296
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| AppleAAPL | 11.9% | $47m | 161,771 | +3% |
| MicrosoftMSFT | 6.1% | $24m | 65,290 | +9% |
| CaterpillarCAT | 5.5% | $22m | 20,482 | Held |
| Procter & GamblePG | 4.7% | $19m | 126,346 | -4% |
| Taiwan Semiconductor ManufacturingTSM | 4.5% | $18m | 36,998 | Held |
| AlphabetGOOG | 4.3% | $17m | 48,471 | +19% |
| FortinetFTNT | 4.1% | $16m | 105,607 | Held |
| MercadoLibreMELI | 4.0% | $16m | 9,341 | +64% |
| NetflixNFLX | 3.3% | $13m | 182,592 | +5% |
| Novo Nordisk A SNVO | 2.9% | $12m | 242,776 | +3% |
| Amazon.comAMZN | 2.7% | $10m | 43,960 | +4% |
| NvidiaNVDA | 2.5% | $10m | 49,535 | +23% |
| Costco WholesaleCOST | 2.5% | $10m | 10,439 | Held |
| BroadcomAVGO | 2.2% | $9m | 23,515 | -4% |
| ExxonMobil HoldingsXOM | 2.2% | $9m | 62,922 | New |
| Monster BeverageMNST | 2.0% | $8m | 82,592 | +11% |
| Berkshire HathawayBRK-B | 1.8% | $7m | 14,412 | Held |
| Vertex PharmaceuticalsVRTX | 1.8% | $7m | 14,288 | +2% |
| ServiceNowNOW | 1.5% | $6m | 59,976 | +48% |
| Celsius HoldingsCELH | 1.2% | $5m | 165,499 | +44% |
| MongoDBMDB | 1.2% | $5m | 14,365 | -6% |
| Alibaba Group HldgBABA | 1.2% | $5m | 49,940 | -11% |
| AlphabetGOOGL | 1.2% | $5m | 13,135 | Held |
| Ishares TRFLOT | 1.1% | $4m | 87,524 | New |
| BoeingBA | 1.0% | $4m | 18,031 | Held |
| Himax TechnologiesHIMX | 1.0% | $4m | 248,970 | New |
| General ElectricGE | 1.0% | $4m | 10,099 | Held |
| AflacAFL | 0.9% | $4m | 30,497 | +23% |
| American ExpressAXP | 0.9% | $4m | 10,543 | +6% |
| Thermo Fisher ScientificTMO | 0.9% | $4m | 7,033 | -4% |
| NextEra EnergyNEE | 0.8% | $3m | 35,656 | +3% |
| Home DepotHD | 0.7% | $3m | 8,136 | -6% |
| AlbemarleALB | 0.7% | $3m | 21,000 | Held |
| EquifaxEFX | 0.7% | $3m | 17,600 | -23% |
| Johnson & JohnsonJNJ | 0.7% | $3m | 10,973 | +6% |
| ChevronCVX | 0.7% | $3m | 16,297 | +11% |
| GE VernovaGEV | 0.7% | $3m | 2,283 | Held |
| Gilead SciencesGILD | 0.6% | $2m | 17,641 | +19% |
| AbbVieABBV | 0.5% | $2m | 8,555 | -5% |
| Vanguard MUN BD FDSVTEB | 0.5% | $2m | 42,050 | New |
| Colgate-PalmoliveCL | 0.5% | $2m | 22,305 | Held |
| OracleORCL | 0.4% | $2m | 11,872 | Held |
| MerckMRK | 0.4% | $2m | 13,038 | +18% |
| VisaV | 0.4% | $2m | 4,797 | -8% |
| Coca-ColaKO | 0.4% | $2m | 19,300 | Held |
| PfizerPFE | 0.4% | $2m | 63,859 | Held |
| Union PacificUNP | 0.4% | $1m | 5,310 | +49% |
| CumminsCMI | 0.4% | $1m | 1,965 | Held |
| DanaherDHR | 0.3% | $1m | 6,462 | +36% |
| Wells Fargo & CompanyWFC | 0.3% | $1m | 14,292 | Held |
| JPMorgan ChaseJPM | 0.3% | $1m | 3,507 | +54% |
| Ssga Active ETF TRRLY | 0.3% | $1m | 31,765 | +371% |
| MastercardMA | 0.3% | $1m | 2,040 | +24% |
| AmphenolAPH | 0.3% | $1m | 5,675 | Held |
| Bristol-Myers SquibbBMY | 0.2% | $947,158 | 16,438 | Held |
| Palo Alto NetworksPANW | 0.2% | $920,413 | 2,699 | +428% |
| StarbucksSBUX | 0.2% | $876,790 | 8,580 | -20% |
| Schwab Strategic TRSCHV | 0.2% | $825,007 | 23,700 | -40% |
| CrowdStrike HoldingsCRWD | 0.2% | $805,876 | 1,056 | +42% |
| Bloom EnergyBE | 0.2% | $774,004 | 2,557 | +196% |
| QualcommQCOM | 0.2% | $765,770 | 4,144 | -8% |
| Monolithic Power SystemsMPWR | 0.2% | $758,916 | 549 | Held |
| Cheniere EnergyLNG | 0.2% | $734,717 | 3,074 | +39% |
| Waste ManagementWM | 0.2% | $713,216 | 3,200 | -35% |
| AmgenAMGN | 0.2% | $651,816 | 1,800 | Held |
| ASML Holding NVASML | 0.2% | $642,589 | 323 | -12% |
| VeraltoVLTO | 0.2% | $619,252 | 6,983 | Held |
| EatonETN | 0.1% | $568,018 | 1,333 | +194% |
| Spdr Gold TRGLD | 0.1% | $547,044 | 1,485 | -8% |
| Microchip TechnologyMCHP | 0.1% | $524,400 | 5,750 | New |
| Emerson ElectricEMR | 0.1% | $486,710 | 3,400 | Held |
| Texas InstrumentsTXN | 0.1% | $464,989 | 1,560 | +123% |
| TJX CompaniesTJX | 0.1% | $463,590 | 3,060 | -7% |
| EcolabECL | 0.1% | $447,169 | 1,605 | -17% |
| LindeLIN | 0.1% | $398,546 | 768 | Held |
| ProgressivePGR | 0.1% | $396,705 | 1,816 | Held |
| General DynamicsGD | <0.1% | $354,240 | 1,000 | Held |
| IonQIONQ | <0.1% | $346,190 | 6,500 | +550% |
| Meta PlatformsMETA | <0.1% | $343,607 | 610 | +190% |
| Mplx LPMPLX | <0.1% | $309,815 | 5,500 | New |
| Walt DisneyDIS | <0.1% | $301,263 | 3,130 | -72% |
| Ares ManagementARES | <0.1% | $293,302 | 2,635 | New |
| PepsiCoPEP | <0.1% | $285,423 | 2,108 | -19% |
| ConocoPhillipsCOP | <0.1% | $285,370 | 2,745 | New |
| International Business MachinesIBM | <0.1% | $281,210 | 1,000 | Held |
| Ishares TRIEFA | <0.1% | $270,134 | 2,797 | Held |
| Westinghouse Air Brake TechnologiesWAB | <0.1% | $269,600 | 1,000 | Held |
| Planet Labs PBCPL | <0.1% | $261,727 | 7,900 | New |
| Occidental PetroleumOXY | <0.1% | $258,635 | 5,325 | New |
| Vanguard Calif TAX Free FDSVTEC | <0.1% | $251,500 | 2,500 | -17% |
| Morgan StanleyMS | <0.1% | $245,622 | 1,175 | New |
| Charles SchwabSCHW | <0.1% | $239,902 | 2,600 | +271% |
| Chipotle Mexican GrillCMG | <0.1% | $232,220 | 6,830 | -5% |
| Eli LillyLLY | <0.1% | $229,091 | 191 | -14% |
| Uber TechnologiesUBER | <0.1% | $216,480 | 3,000 | Held |
| Valero EnergyVLO | <0.1% | $208,352 | 800 | Held |
| Vanguard Index FDSVOO | <0.1% | $203,296 | 296 | Held |
| Agilent TechnologiesA | <0.1% | $202,566 | 1,525 | New |
| AstrazenecaAZN | <0.1% | $199,101 | 1,050 | New |
| Duke EnergyDUK | <0.1% | $194,933 | 1,540 | +13% |
Showing the largest 100 of 142.
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 24.4% since 30 June 2025.
Where the money is
Technology40.2%
Everyday goods11.4%
Industrials10.9%
Health care9.2%
Media & telecom9.0%
Financial services5.2%
Retail & consumer3.9%
Energy3.3%
Materials1.0%
Utilities0.9%
Real estate0.0%
Other5.0%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.