Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| Apple Inc.COM | COM | $46.8M | 11.9% |
| Microsoft Corp.COM | COM | $24.2M | 6.1% |
| Caterpillar Inc.COM | COM | $21.8M | 5.5% |
| Procter & Gamble COCOM | COM | $18.5M | 4.7% |
| Taiwan Semiconductor Manufacturing LtdADR | ADR | $17.7M | 4.5% |
| Alphabet Inc. Cap Stk CL CCOM | COM | $17.1M | 4.3% |
| Fortinet Inc.COM | COM | $16.2M | 4.1% |
| Mercadolibre Inc.COM | COM | $15.9M | 4.0% |
| Netflix Inc..COM | COM | $13M | 3.3% |
| Novo-nordisk A SADR | ADR | $11.6M | 2.9% |
| Amazon Com Inc.COM | COM | $10.5M | 2.7% |
| Nvidia CorporationCOM | COM | $9.91M | 2.5% |
| Costco Wholesale CorporationCOM | COM | $9.77M | 2.5% |
| Broadcom Inc.COM | COM | $8.88M | 2.2% |
| Exxonmobil Holdings Corp.COM | COM | $8.6M | 2.2% |
| Monster Beverage Corp.COM | COM | $7.94M | 2.0% |
| Berkshire Hathaway Inc. CL BCOM | COM | $7.21M | 1.8% |
| Vertex Pharmaceuticals Inc.COM | COM | $7.1M | 1.8% |
| Servicenow Inc.COM | COM | $5.95M | 1.5% |
| Celsius Hldgs Inc.COM | COM | $4.85M | 1.2% |
| Mongodb Inc. CL ACOM | COM | $4.83M | 1.2% |
| Alibaba Group Hldg LtdADR | ADR | $4.79M | 1.2% |
| Alphabet Inc. Cap Stk CL ACOM | COM | $4.69M | 1.2% |
| iShares Floating Rate BondETF | ETF | $4.47M | 1.1% |
| Boeing COCOM | COM | $3.9M | 1.0% |
| Himax Technologies Inc.ADR | ADR | $3.82M | 1.0% |
| GE AerospaceCOM | COM | $3.77M | 1.0% |
| Aflac Inc.COM | COM | $3.58M | 0.9% |
| American Express COCOM | COM | $3.57M | 0.9% |
| Thermo Fisher Scientific Inc.COM | COM | $3.53M | 0.9% |
| Nextera Energy Inc.COM | COM | $3.13M | 0.8% |
| Home Depot Inc.COM | COM | $2.87M | 0.7% |
| Albemarle Corp.COM | COM | $2.84M | 0.7% |
| Equifax Inc.COM | COM | $2.79M | 0.7% |
| Johnson & JohnsonCOM | COM | $2.79M | 0.7% |
| Chevron CorporationCOM | COM | $2.7M | 0.7% |
| GE Vernova Inc.COM | COM | $2.68M | 0.7% |
| Gilead Sciences Inc.COM | COM | $2.23M | 0.6% |
| Abbvie Inc.COM | COM | $2.15M | 0.5% |
| Vanguard Tax-exempt BondETF | ETF | $2.13M | 0.5% |
| Colgate Palmolive COCOM | COM | $2.04M | 0.5% |
| Oracle Corp.COM | COM | $1.74M | 0.4% |
| Merck & CO Inc.COM | COM | $1.68M | 0.4% |
| Visa Inc. CL ACOM | COM | $1.65M | 0.4% |
| Coca Cola COCOM | COM | $1.57M | 0.4% |
| Pfizer Inc.COM | COM | $1.54M | 0.4% |
| Union Pac Corp.COM | COM | $1.44M | 0.4% |
| Cummins Inc.COM | COM | $1.4M | 0.4% |
| Danaher Corp.COM | COM | $1.23M | 0.3% |
| Wells Fargo & COCOM | COM | $1.18M | 0.3% |
- Class
- COM
- Share
- 11.9%
- Class
- COM
- Share
- 6.1%
- Class
- COM
- Share
- 5.5%
- Class
- COM
- Share
- 4.7%
- Class
- ADR
- Share
- 4.5%
- Class
- COM
- Share
- 4.3%
- Class
- COM
- Share
- 4.1%
- Class
- COM
- Share
- 4.0%
- Class
- COM
- Share
- 3.3%
- Class
- ADR
- Share
- 2.9%
- Class
- COM
- Share
- 2.7%
- Class
- COM
- Share
- 2.5%
- Class
- COM
- Share
- 2.5%
- Class
- COM
- Share
- 2.2%
- Class
- COM
- Share
- 2.2%
- Class
- COM
- Share
- 2.0%
- Class
- COM
- Share
- 1.8%
- Class
- COM
- Share
- 1.8%
- Class
- COM
- Share
- 1.5%
- Class
- COM
- Share
- 1.2%
- Class
- COM
- Share
- 1.2%
- Class
- ADR
- Share
- 1.2%
- Class
- COM
- Share
- 1.2%
- Class
- ETF
- Share
- 1.1%
- Class
- COM
- Share
- 1.0%
- Class
- ADR
- Share
- 1.0%
- Class
- COM
- Share
- 1.0%
- Class
- COM
- Share
- 0.9%
- Class
- COM
- Share
- 0.9%
- Class
- COM
- Share
- 0.9%
- Class
- COM
- Share
- 0.8%
- Class
- COM
- Share
- 0.7%
- Class
- COM
- Share
- 0.7%
- Class
- COM
- Share
- 0.7%
- Class
- COM
- Share
- 0.7%
- Class
- COM
- Share
- 0.7%
- Class
- COM
- Share
- 0.7%
- Class
- COM
- Share
- 0.6%
- Class
- COM
- Share
- 0.5%
- Class
- ETF
- Share
- 0.5%
- Class
- COM
- Share
- 0.5%
- Class
- COM
- Share
- 0.4%
- Class
- COM
- Share
- 0.4%
- Class
- COM
- Share
- 0.4%
- Class
- COM
- Share
- 0.4%
- Class
- COM
- Share
- 0.4%
- Class
- COM
- Share
- 0.4%
- Class
- COM
- Share
- 0.4%
- Class
- COM
- Share
- 0.3%
- Class
- COM
- Share
- 0.3%
The share class is shown on a wider screen.
The 50 largest of 142 positions by value, with holdings of the same security combined. The 142 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 1768089
- File number
- 028-19363
- Options
- 0 call, 0 put
- In the 25 largest
- 77.5%
- Prior quarter
- $332M at 31 March 2026
- Positions opened
- 28
- Positions closed
- 20
Common questions
What are Knuff & Company’s 13F holdings worth?
$395 million across 142 positions for the quarter ended 30 June 2026.
What is Knuff & Company’s largest 13F holding?
APPLE INC (COM) was the largest position at $46.8 million, or 11.9% of reported 13F value, as of 30 June 2026.
How concentrated is Knuff & Company’s 13F portfolio?
The ten largest positions accounted for 51.4% of reported value and the twenty-five largest for 77.5%, across 142 positions as of 30 June 2026.
Does Form 13F show everything Knuff & Company manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Knuff & Company file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.