Knuff & Co LLC

Q2 2026 13F-HR Holdings

Location
Foster City, CA
Holdings as of
6/30/2026
Date filed
8/10/2026
Form type
13F-HR
Num holdings
142
Total value ($000)
$394,899
Net value change ($000)
+63,040 (19.0%)
New positions
28
Sold out positions
20
Turnover %
10.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/11/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
EXXONMOBIL HOLDINGS CORP 8,603 NEW
FTNT 7,726 90.9%
CAT 7,088 48.1%
AAPL 6,841 17.1%
MELI 5,994 60.8%
GOOGL 5,422 46.3%
TSM 5,213 41.9%
FLOT 4,468 NEW
HIMX 3,819 NEW
NVO 2,994 34.6%
Top Reduces (Value $000, Stocks/ETFs)
XOM -10,667 -100.0%
NFLX -3,645 -21.8%
QXO -2,496 -100.0%
BABA -2,250 -31.9%
PHM -1,405 -100.0%
EFX -1,349 -32.6%
ALB -934 -24.8%
DIS -785 -72.3%
COST -720 -6.9%
ABT -501 -100.0%
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