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Knuff & Co Portfolio holdings

AUM $395M
1-Year Est. Return 24.52%
This Fund
S&P 500
This Quarter Est. Return
-2.24%
1 Year Est. Return
+24.52%
3 Year Est. Return
+85.76%
5 Year Est. Return
+119.22%
10 Year Est. Return
–
AUM
$332M
AUM Growth
-$7.42M
Cap. Flow
+$9.38M
Cap. Flow %
2.83%
Top 10 Hldgs %
50.51%
Holding
147
New
18
Increased
34
Reduced
43
Closed
13

Top Buys

Rank Stock Value
1
NOW icon
ServiceNow
NOW
+$4.09M
2
TSM icon
TSMC
TSM
+$3.14M
3
NVO
Novo Nordisk
NVO
+$3.01M
4
QXO
QXO Inc
QXO
+$2.85M
5
MELI icon
Mercado Libre
MELI
+$1.4M

Top Sells

Rank Stock Value
1
AMT icon
American Tower
AMT
+$2.67M
2
MCHP icon
Microchip Technology
MCHP
+$2.29M
3
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.25M
4
AMZN icon
Amazon
AMZN
+$815K
5
CELH icon
Celsius Holdings
CELH
+$608K

Sector Composition

Rank Sector Weight
1 Technology 33.65%
2 Consumer Staples 12.87%
3 Industrials 10.64%
4 Communication Services 10.07%
5 Consumer Discretionary 9.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BMY icon
51
Bristol-Myers Squibb
BMY
$130B
$985K 0.3%
16,238
+5,300
+48% +$309K
SBUX icon
52
Starbucks
SBUX
$123B
$956K 0.29%
10,670
+225
+2% +$21.3K
DHR icon
53
Danaher
DHR
$143B
$903K 0.27%
4,762
-107
-2% -$22.8K
UNP icon
54
Union Pacific
UNP
$178B
$864K 0.26%
3,560
-100
-3% -$24.5K
MA icon
55
Mastercard
MA
$496B
$824K 0.25%
1,649
+163
+11% +$85.8K
APH icon
56
Amphenol
APH
$205B
$708K 0.21%
+5,600
New +$788K
GLD icon
57
SPDR Gold Trust
GLD
$143B
$693K 0.21%
1,610
-125
-7% -$56K
JPM icon
58
JPMorgan Chase
JPM
$970B
$671K 0.2%
2,282
-87
-4% -$26.4K
AMGN icon
59
Amgen
AMGN
$223B
$633K 0.19%
1,800
– –
LNG icon
60
Cheniere Energy
LNG
$55.8B
$627K 0.19%
+2,211
New +$511K
VLTO icon
61
Veralto
VLTO
$23.7B
$617K 0.19%
6,983
+1,700
+32% +$162K
MPWR icon
62
Monolithic Power Systems
MPWR
$68B
$601K 0.18%
550
– –
QCOM icon
63
Qualcomm
QCOM
$174B
$582K 0.18%
4,519
-3,025
-40% -$442K
TJX icon
64
TJX Companies
TJX
$169B
$527K 0.16%
3,300
– –
AMT icon
65
American Tower
AMT
$82B
$513K 0.15%
2,975
-14,835
-83% -$2.67M
ECL icon
66
Ecolab
ECL
$77.2B
$513K 0.15%
1,930
+1,535
+389% +$433K
ABT icon
67
Abbott
ABT
$193B
$501K 0.15%
4,875
-1,487
-23% -$168K
ASML icon
68
ASML
ASML
$704B
$486K 0.15%
368
-25
-6% -$34.3K
CRM icon
69
Salesforce
CRM
$161B
$469K 0.14%
2,515
-349
-12% -$72.3K
EMR icon
70
Emerson Electric
EMR
$91.6B
$445K 0.13%
+3,400
New +$489K
PEP icon
71
PepsiCo
PEP
$192B
$405K 0.12%
2,608
-294
-10% -$45.8K
LIN icon
72
Linde
LIN
$221B
$381K 0.11%
768
+193
+34% +$91.1K
PGR icon
73
Progressive
PGR
$121B
$360K 0.11%
1,816
– –
GD icon
74
General Dynamics
GD
$107B
$343K 0.1%
1,000
– –
VTEC icon
75
Vanguard California Tax-Exempt Bond ETF
VTEC
$3.1B
$297K 0.09%
3,000
+2,200
+275% +$221K
1 2
3
4 5

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FIG
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AC
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EH
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DCM
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RC
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EC
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Knuff & Co's Q1 2026 Portfolio in Review

As of Q1 2026, Knuff & Co held 147 positions worth $332M, down 2.2% from $339M the previous quarter. Its ten largest holdings account for 51% of the portfolio.

Knuff & Co's Q1 2026 filing shows 18 new, 34 increased, 43 reduced and 13 closed positions. Its largest new stake was Amphenol: 5,600 shares worth $708K. The largest sale was American Tower, an estimated $2.67M.

By sector, the portfolio is most concentrated in Technology at 34% of assets, down from 35% a quarter earlier, followed by Consumer Staples and Industrials.

  • Knuff & Co's largest Q1 2026 buy was Amphenol: 5,600 shares worth $708K.
  • Knuff & Co added most to ServiceNow in Q1 2026, an estimated $4.09M increase.
  • Knuff & Co's biggest Q1 2026 reduction was American Tower, cutting an estimated $2.67M.
  • Knuff & Co fully exited Microchip Technology in Q1 2026, selling an estimated $2.29M.
  • Knuff & Co's ten largest holdings make up 51% of its $332M portfolio in Q1 2026.
  • Knuff & Co opened 18 new positions and closed 13 in Q1 2026.
  • Knuff & Co's portfolio value fell 2.2% quarter-over-quarter to $332M.

Based on Knuff & Co's 13F filing for Q1 2026, filed 11 May 2026.