DOSSIER · 13F-HR · Q2 2026

Knuff & Co LLC

$395M in tracked AUM across 142 positions as of Q2 2026.

K&
CIK 0001768089 · last filed Jun 30, 2026
Total AUM
$395M
as of Q2 2026
Holdings
142
—
positions
Whale Score
53
53
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Knuff & Co LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$47M162K11.9%
02
MSFT
MICROSOFT CORP
$24M65K6.1%
03
CAT
CATERPILLAR INC
$22M20K5.5%
04
PG
PROCTER & GAMBLE CO
$19M126K4.7%
05
TSM
TAIWAN SEMICONDUCTOR MANUFACTURING LTD
$18M37K4.5%
06
GOOG
ALPHABET INC CAP STK CL C
$17M48K4.3%
07
34959E109
FORTINET INC
$16M106K4.1%
08
MELI
MERCADOLIBRE INC
$16M9K4.0%
09
NFLX
NETFLIX INC.
$13M183K3.3%
10
NVO
NOVO-NORDISK A S
$12M243K2.9%

Filing history

2026Q2Jun 30
$395M▲ 19.0%
142 positionsView →
2026Q1Mar 31
$332M▼ 2.2%
134 positionsView →
2025Q4Dec 31
$339M▼ 1.7%
129 positionsView →
2025Q3Sep 30
$345M▲ 8.7%
123 positionsLocked
2025Q2Jun 30
$318M▲ 6.6%
124 positionsLocked
2025Q1Mar 31
$298M▼ 9.4%
134 positionsLocked
2024Q4Dec 31
$329M▲ 0.4%
142 positionsLocked
2024Q3Sep 30
$328M▲ 6.3%
127 positionsLocked
2024Q2Jun 30
$308M▲ 3.6%
131 positionsLocked
2024Q1Mar 31
$297M▲ 8.4%
125 positionsLocked
2023Q4Dec 31
$274M▲ 9.4%
118 positionsLocked
2023Q3Sep 30
$251M▼ 6.0%
120 positionsLocked
Showing 12 of 31