Knuff & Co LLC

CIK 0001768089 · FOSTER CITY, CA · Quarter end: 2026-06-30 · Filed on: 2026-08-10 · Open the SEC source

Knuff & Co LLC reported 142 positions worth $394.9M as of June 30, 2026 (13F filed August 10, 2026). Largest holding: AAPL (11.9%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$394.9M
2026 Q2
Positions
142
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
51.4%
Est. Net Flow (Q)
2026 Q2
10 / 142 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1AAPLAPPLE INCSH$46.8M11.85%161,771
2MSFTMICROSOFT CORPSH$24.2M6.12%65,290
3CATCATERPILLAR INCSH$21.8M5.52%20,482
4PGPROCTER & GAMBLE COSH$18.5M4.69%126,346
5TSMTAIWAN SEMICONDUCTOR MANUFACTURING LTDSH$17.7M4.47%36,998
6GOOGALPHABET INC CAP STK CL CSH$17.1M4.34%48,471
7FTNTFORTINET INCSH$16.2M4.11%105,607
8MELIMERCADOLIBRE INCSH$15.9M4.02%9,341
9NFLXNETFLIX INC.SH$13.0M3.30%182,592
10NVONOVO-NORDISK A SSH$11.6M2.95%242,776

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Knuff & Co LLC hold as of Q2 2026?

Knuff & Co LLC reported 142 positions worth $394.9M in its Q2 2026 13F filing. Largest positions: AAPL (11.9%), MSFT (6.1%), CAT (5.5%), PG (4.7%) and TSM (4.5%).

What did Knuff & Co LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Knuff & Co LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.