Knuff & Co LLC

Q1 2026 13F-HR Holdings

Location
Foster City, CA
Holdings as of
3/31/2026
Date filed
5/11/2026
Form type
13F-HR
Num holdings
134
Total value ($000)
$331,859
Net value change ($000)
-7,416 (-2.2%)
New positions
18
Sold out positions
13
Turnover %
2.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/4/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
TSM 4,030 47.8%
NOW 3,357 381.9%
XOM 3,096 40.9%
CAT 2,940 25.0%
QXO 2,420 3184.2%
COST 1,331 14.5%
NFLX 1,087 7.0%
CVX 833 37.6%
JNJ 825 48.3%
ALB 800 26.9%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -6,668 -23.1%
AAPL -3,213 -7.4%
AMT -2,614 -83.6%
MCHP -2,286 -100.0%
MDB -2,188 -36.8%
AMZN -1,804 -17.1%
CELH -1,766 -30.2%
BRK-B -1,616 -19.0%
BABA -1,283 -15.4%
TMO -1,125 -23.9%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type