Knuff & Co LLC holds a focused book of 142 reported positions worth $394.9M as of Q2 2026 (disclosed Aug 10, 2026, a ~41-day 13F lag). This quarter Honeywell Aerospace Inc first appears in 13F filings, a listing rather than a purchase; they opened ExxonMobil Holdings Corp and trimmed Caterpillar Inc. Their largest long position is Apple Inc at 12% of the reported non-option book. Cloning the disclosed picks since 2025 would be +12% (+14.3%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 4.4 points over this window.
Growth of $10,000 cloning Knuff & Co LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~41 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
97% mapped to company sectors
+5 sectors below the cut, 7% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Knuff & Co LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Graticule Asia Macro Advisors LLC | 11 / 80 | $1.3B |
| United American Securities Inc. (d/b/a UAS Asset Management) | 9 / 80 | $448.5M |
| Hoffman, Alan N Investment Management | 8 / 80 | $160.6M |
| Greenbrier Partners Capital Management, LLC | 8 / 80 | $1.2B |
| Ketron Financial | 22 / 80 | $278.6M |
| Conway Capital Management, Inc. | 18 / 80 | $192.2M |
| Independent Investors Inc | 32 / 80 | $445.5M |
| Draper Asset Management, LLC | 9 / 80 | $163.9M |
Ranked by the share of each fund's own book sitting in the names it shares with Knuff & Co LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Apple Inc COM | $46.8M | 161.8K | 11.9% | ▲+2.7% Added · +4K sh | |
| 2 | Microsoft Corp COM | $24.2M | 65.3K | 6.1% | ▲+9.1% Added · +5K sh | |
| 3 | Caterpillar Inc COM | $21.8M | 20.5K | 5.5% | ▼−1.4% Reduced · −300 sh | |
| 4 | Procter & Gamble Co COM | $18.5M | 126.3K | 4.7% | ▼−3.6% Reduced · −5K sh | |
| 5 | Taiwan Semiconductor Manufacturing Ltd ADR | $17.7M | 37.0K | 4.5% | ▲+0.4% Added · +140 sh | |
| 6 | Alphabet Inc Cap STK CL C COM | $17.1M | 48.5K | 4.3% | ▲+19% Added · +8K sh | |
| 7 | Fortinet Inc COM | $16.2M | 105.6K | 4.1% | ▲+1.6% Added · +2K sh | |
| 8 | Mercadolibre Inc COM | $15.9M | 9.3K | 4.0% | ▲+64% Added · +4K sh | |
| 9 | Netflix Inc. COM | $13.0M | 182.6K | 3.3% | ▲+5.2% Added · +9K sh | |
| 10 | Novo-Nordisk A S ADR | $11.6M | 242.8K | 2.9% | ▲+3.2% Added · +8K sh | |
| 11 | Amazon Com Inc COM | $10.5M | 44.0K | 2.7% | ▲+4.4% Added · +2K sh | |
| 12 | Nvidia Corporation COM | $9.9M | 49.5K | 2.5% | ▲+23% Added · +9K sh | |
| 13 | Costco Wholesale Corporation COM | $9.8M | 10.4K | 2.5% | ▼−0.8% Reduced · −84 sh | |
| 14 | Broadcom Inc COM | $8.9M | 23.5K | 2.2% | ▼−4.3% Reduced · −1K sh | |
| 15 | ExxonMobil Holdings Corp COM | $8.6M | 62.9K | 2.2% | ▲New New position | |
| 16 | Monster Beverage Corp COM | $7.9M | 82.6K | 2.0% | ▲+11% Added · +9K sh | |
| 17 | Berkshire Hathaway Inc CL B COM | $7.2M | 14.4K | 1.8% | ▲+0.3% Added · +45 sh | |
| 18 | Vertex Pharmaceuticals Inc COM | $7.1M | 14.3K | 1.8% | ▲+2.2% Added · +307 sh | |
| 19 | Servicenow Inc COM | $6.0M | 60.0K | 1.5% | ▲+48% Added · +19K sh | |
| 20 | Celsius Hldgs Inc COM | $4.8M | 165.5K | 1.2% | ▲+44% Added · +50K sh | |
| 21 | Mongodb Inc CL A COM | $4.8M | 14.4K | 1.2% | ▼−6.5% Reduced · −994 sh | |
| 22 | Alibaba Group Hldg Ltd ADR | $4.8M | 49.9K | 1.2% | ▼−11% Reduced · −6K sh | |
| 23 | Alphabet Inc Cap STK CL A COM | $4.7M | 13.1K | 1.2% | ▼−1.7% Reduced · −225 sh | |
| 24 | Ishares Floating Rate Bond ETF | $4.5M | 87.5K | 1.1% | ▲New New position | |
| 25 | Boeing Co COM | $3.9M | 18.0K | 1.0% | ▼−0.2% Reduced · −30 sh | |
| 26 | Himax Technologies Inc ADR | $3.8M | 249.0K | 1.0% | ▲New New position | |
| 27 | Ge Aerospace COM | $3.8M | 10.1K | 1.0% | —Held | |
| 28 | Aflac Inc COM | $3.6M | 30.5K | 0.9% | ▲+23% Added · +6K sh | |
| 29 | American Express Co COM | $3.6M | 10.5K | 0.9% | ▲+6.0% Added · +593 sh | |
| 30 | Thermo Fisher Scientific Inc COM | $3.5M | 7.0K | 0.9% | ▼−3.7% Reduced · −273 sh | |
| 31 | NextEra Energy Inc COM | $3.1M | 35.7K | 0.8% | ▲+2.5% Added · +871 sh | |
| 32 | Home Depot Inc COM | $2.9M | 8.1K | 0.7% | ▼−5.7% Reduced · −489 sh | |
| 33 | Albemarle Corp COM | $2.8M | 21.0K | 0.7% | —Held | |
| 34 | Equifax Inc COM | $2.8M | 17.6K | 0.7% | ▼−23% Reduced · −5K sh | |
| 35 | Johnson & Johnson COM | $2.8M | 11.0K | 0.7% | ▲+5.9% Added · +616 sh | |
| 36 | Chevron Corporation COM | $2.7M | 16.3K | 0.7% | ▲+11% Added · +2K sh | |
| 37 | Ge Vernova Inc COM | $2.7M | 2.3K | 0.7% | —Held | |
| 38 | Gilead Sciences Inc COM | $2.2M | 17.6K | 0.6% | ▲+19% Added · +3K sh | |
| 39 | Abbvie Inc COM | $2.2M | 8.6K | 0.5% | ▼−4.7% Reduced · −420 sh | |
| 40 | Vanguard Tax-Exempt Bond ETF | $2.1M | 42.0K | 0.5% | ▲New New position | |
| 41 | Colgate Palmolive Co COM | $2.0M | 22.3K | 0.5% | —Held | |
| 42 | Oracle Corp COM | $1.7M | 11.9K | 0.4% | —Held | |
| 43 | Merck & Co Inc COM | $1.7M | 13.0K | 0.4% | ▲+18% Added · +2K sh | |
| 44 | Visa Inc CL A COM | $1.6M | 4.8K | 0.4% | ▼−7.8% Reduced · −403 sh | |
| 45 | Coca Cola Co COM | $1.6M | 19.3K | 0.4% | —Held | |
| 46 | Pfizer Inc COM | $1.5M | 63.9K | 0.4% | —Held | |
| 47 | Union Pac Corp COM | $1.4M | 5.3K | 0.4% | ▲+49% Added · +2K sh | |
| 48 | Cummins Inc COM | $1.4M | 2.0K | 0.4% | —Held | |
| 49 | Danaher Corp COM | $1.2M | 6.5K | 0.3% | ▲+36% Added · +2K sh | |
| 50 | Wells Fargo & Co COM | $1.2M | 14.3K | 0.3% | —Held |
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Use Arkolith to show Knuff & Co LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.