Knuff & Co LLC

Q3 2026 13F-HR Holdings

Location
Foster City, CA
Holdings as of
9/30/2026
Date filed
11/6/2026
Form type
13F-HR
Num holdings
141
Total value ($000)
$410,481
Net value change ($000)
+15,582 (3.9%)
New positions
6
Sold out positions
7
Turnover %
0.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/10/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
MSFT 8,472 35.1%
BE 8,276 1069.3%
AAPL 5,461 11.7%
FTNT 2,922 18.0%
NOW 2,482 41.7%
NVDA 1,739 17.5%
XOM 1,638 19.0%
TMO 1,093 31.0%
CRWD 1,054 130.8%
BABA 1,038 21.7%
Top Reduces (Value $000, Stocks/ETFs)
CAT -5,388 -24.7%
NVO -2,597 -22.3%
CELH -2,380 -49.1%
NFLX -1,315 -10.1%
MNST -1,260 -15.9%
TSM -722 -4.1%
COST -635 -6.5%
FLOT -626 -14.0%
GE -620 -16.4%
ALB -615 -21.7%
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