13F Insight
DOSSIER · 13F-HR · Q1 2026

Knuff & Co LLC

$332M in tracked AUM across 134 positions as of Q1 2026.

K&
CIK 0001768089 · last filed Mar 31, 2026
Total AUM
$332M
as of Q1 2026
Holdings
134
—
positions
Whale Score
53
53
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Knuff & Co LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$40M157K12.0%02
MSFT
MICROSOFT CORP
$22M60K6.7%03
PG
PROCTER & GAMBLE CO
$19M131K5.7%04
NFLX
NETFLIX INC.
$17M174K5.0%05
CAT
CATERPILLAR INC
$15M21K4.4%06
TSM
TAIWAN SEMICONDUCTOR MFG LTD
$12M37K3.8%07
GOOG
ALPHABET INC CL C
$12M41K3.5%08
XOM
EXXON MOBIL CORP
$11M63K3.2%09
COST
COSTCO WHOLESALE CORPORATION
$10M11K3.2%10
MELI
MERCADOLIBRE INC
$10M6K3.0%

Filing history

2026Q1Mar 31
$332M▼ 2.2%
134 positionsView →2025Q4Dec 31
$339M▼ 1.7%
129 positionsView →2025Q3Sep 30
$345M▲ 8.7%
123 positionsView →2025Q2Jun 30
$318M▲ 6.6%
124 positionsLocked2025Q1Mar 31
$298M▼ 9.4%
134 positionsLocked2024Q4Dec 31
$329M▲ 0.4%
142 positionsLocked2024Q3Sep 30
$328M▲ 6.3%
127 positionsLocked2024Q2Jun 30
$308M▲ 3.6%
131 positionsLocked2024Q1Mar 31
$297M▲ 8.4%
125 positionsLocked2023Q4Dec 31
$274M▲ 9.4%
118 positionsLocked2023Q3Sep 30
$251M▼ 6.0%
120 positionsLocked2023Q2Jun 30
$267M▲ 5.6%
124 positionsLocked
Showing 12 of 30