1y return+7.9%S&P 500 +20.9%
3y return+35.5%S&P 500 +68.5%
5y return+37.9%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2018: $246 against $299 in the S&P 500.2
Knuff & Co LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| AAPLApple Inc | $46.8M | 11.9% | +2.7% |
| MSFTMicrosoft Corp | $24.2M | 6.1% | +9.1% |
| CATCaterpillar Inc | $21.8M | 5.5% | −1.4% |
| PGProcter & Gamble Co | $18.5M | 4.7% | −3.6% |
| TSMTaiwan Semiconductor Manufacturing Ltd | $17.7M | 4.5% | |
| GOOGAlphabet Inc Cap Stk Cl C | $17.1M | 4.3% | +18.8% |
| FTNTFortinet Inc | $16.2M | 4.1% | +1.6% |
| MELIMercadolibre Inc | $15.9M | 4.0% | +63.8% |
| NFLXNetflix Inc. | $13.0M | 3.3% | +5.2% |
| NVONovo-nordisk A S | $11.6M | 2.9% | +3.2% |
| AMZNAmazon Com Inc | $10.5M | 2.7% | +4.4% |
| NVDANvidia Corporation | $9.9M | 2.5% | +22.6% |
| COSTCostco Wholesale Corporation | $9.8M | 2.5% | |
| AVGOBroadcom Inc | $8.9M | 2.2% | −4.3% |
| XOMExxonmobil Holdings Corp | $8.6M | 2.2% | New |
| MNSTMonster Beverage Corp | $7.9M | 2.0% | +11.5% |
| BRK/BBerkshire Hathaway Inc Cl B | $7.2M | 1.8% | |
| VRTXVertex Pharmaceuticals Inc | $7.1M | 1.8% | +2.2% |
| NOWServicenow Inc | $6.0M | 1.5% | +48.0% |
| CELHCelsius Hldgs Inc | $4.8M | 1.2% | +43.8% |
| MDBMongodb Inc Cl A | $4.8M | 1.2% | −6.5% |
| BABAAlibaba Group Hldg Ltd | $4.8M | 1.2% | −11.0% |
| GOOGLAlphabet Inc Cap Stk Cl A | $4.7M | 1.2% | −1.7% |
| FLOTIshares Floating Rate Bond | $4.5M | 1.1% | New |
| BABoeing Co | $3.9M | 1.0% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2020 | +2006.7% | $9.9M |
| AVGOBroadcom Inc | June 30, 2020 | +1096.9% | $8.9M |
| CATCaterpillar Inc | June 30, 2020 | +741.8% | $21.8M |
| TSMTaiwan Semiconductor Manufacturing Ltd | June 30, 2020 | +741.2% | $17.7M |
| GEVGe Vernova Inc | June 30, 2024 | +585.0% | $2.7M |
| FTNTFortinet Inc | June 30, 2020 | +459.6% | $16.2M |
| GOOGLAlphabet Inc Cap Stk Cl A | June 30, 2020 | +404.0% | $4.7M |
| GOOGAlphabet Inc Cap Stk Cl C | June 30, 2020 | +399.9% | $17.1M |
| AXPAmerican Express Co | June 30, 2020 | +255.3% | $3.6M |
| GEGe Aerospace | June 30, 2021 | +247.1% | $3.8M |
Sold off last quarter
- Exxon Mobil CorpCUSIP 30231G102 was $10.7M
- QXOQxo Inc was $2.5M
- PHMPulte Group Inc was $1.4M
- ABTAbbott Laboratories was $501K
- GEHCGe Healthcare Technologies Inc was $250K
- FBINFortune Brands Innovations Inc was $207K
- Accenture PLC Class ACUSIP G1151C101 was $198K
- Planet Labs PbcCUSIP 23344K102 was $140K
- MRSHMarsh & Mclennan Cos Inc was $135K
- ALGNAlign Technology Inc was $129K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +10.3% | +14.8% |
| March 31, 2026 | −4.6% | −4.6% |
| December 31, 2025 | −0.7% | +2.4% |
| September 30, 2025 | +3.3% | +7.8% |
| June 30, 2025 | +9.1% | +10.5% |
| March 31, 2025 | −4.9% | −4.6% |
| December 31, 2024 | +0.5% | +2.1% |
| September 30, 2024 | +6.2% | +5.4% |
| June 30, 2024 | +3.3% | +4.0% |
| March 31, 2024 | +7.7% | +10.0% |
| December 31, 2023 | +9.4% | +11.2% |
| September 30, 2023 | −6.8% | −3.6% |
| June 30, 2023 | +7.2% | +8.3% |
| March 31, 2023 | +8.8% | +7.0% |
| December 31, 2022 | +7.3% | +7.1% |
| September 30, 2022 | −3.0% | −5.3% |
| June 30, 2022 | −18.2% | −16.5% |
| March 31, 2022 | −8.0% | −4.9% |
| December 31, 2021 | +10.0% | +10.7% |
| September 30, 2021 | +1.2% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Knuff & Co LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1768089&type=13F-HR&dateb=&owner=include&count=40CIK 1768089
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1768089/000176808926000003/Filed August 10, 2026 · accession 0001768089-26-000003