Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Knuff & Co LLC (CIK 1768089) reported $331.9M across 134 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($40.0M, 12.04%), MSFT ($22.2M, 6.68%), PG ($18.9M, 5.70%), NFLX ($16.7M, 5.03%), CAT ($14.7M, 4.44%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $40.0M | 12.04% | 157,489 | Trimmed |
| 2 | MSFT | MICROSOFT CORP | $22.2M | 6.68% | 59,863 | Added |
| 3 | PG | PROCTER & GAMBLE CO | $18.9M | 5.70% | 131,026 | Trimmed |
| 4 | NFLX | NETFLIX INC. | $16.7M | 5.03% | 173,500 | Added |
| 5 | CAT | CATERPILLAR INC | $14.7M | 4.44% | 20,782 | Added |
| 6 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $12.5M | 3.75% | 36,858 | Added |
| 7 | GOOG | ALPHABET INC CL C | $11.7M | 3.53% | 40,801 | Added |
| 8 | XOM | EXXON MOBIL CORP | $10.7M | 3.21% | 62,872 | Trimmed |
| 9 | COST | COSTCO WHOLESALE CORPORATION | $10.5M | 3.16% | 10,523 | Trimmed |
| 10 | MELI | MERCADOLIBRE INC | $9.9M | 2.97% | 5,703 | Added |
| 11 | AMZN | AMAZON COM INC | $8.8M | 2.64% | 42,114 | Trimmed |
| 12 | NVO | NOVO-NORDISK A S | $8.6M | 2.60% | 235,229 | Added |
| 13 | FTNT | FORTINET INC | $8.5M | 2.56% | 103,975 | Trimmed |
| 14 | AVGO | BROADCOM INC | $7.6M | 2.29% | 24,561 | Trimmed |
| 15 | BABA | ALIBABA GROUP HLDG LTD | $7.0M | 2.12% | 56,138 | Trimmed |
| 16 | NVDA | NVIDIA CORPORATION | $7.0M | 2.12% | 40,415 | Trimmed |
| 17 | BRK/B | BERKSHIRE HATHAWAY INC CL B | $6.9M | 2.07% | 14,367 | Trimmed |
| 18 | VRTX | VERTEX PHARMACEUTICALS INC | $6.2M | 1.88% | 13,981 | Trimmed |
| 19 | MNST | MONSTER BEVERAGE CORP | $5.4M | 1.62% | 74,077 | Added |
| 20 | NOW | SERVICENOW INC | $4.2M | 1.28% | 40,514 | Added |
| 21 | EFX | EQUIFAX INC | $4.1M | 1.25% | 23,000 | Trimmed |
| 22 | CELH | CELSIUS HLDGS INC | $4.1M | 1.23% | 115,066 | Trimmed |
| 23 | GOOGL | ALPHABET INC CL A | $3.8M | 1.16% | 13,360 | Added |
| 24 | ALB | ALBEMARLE CORP | $3.8M | 1.14% | 21,000 | Hold |
| 25 | MDB | MONGODB INC CL A | $3.8M | 1.13% | 15,359 | Added |
Source: SEC Form 13F filings · as of 2026-03-31