Knuff & Co
Knuff & Co reported 142 stocks worth $395M in its 13F filing for Q2 2026, filed Aug 10, 2026. Its largest holdings are AAPL (11.8%), MSFT (6.1%) and CAT (5.5%). Compared with Q1 2026, the fund opened new positions in XOM, FLOT and HIMX, added to AAPL, MSFT and TSM, trimmed CAT, PG and COST and sold out of XOM, QXO and PHM.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AAPL Apple Inc | $46.8M | 11.8% | 162K | +4,282 (+3%) | 8 of 8 | |
| 2 |  MSFT Microsoft Corp | $24.2M | 6.1% | 65K | +5,427 (+9%) | 8 of 8 | |
| 3 |  CAT Caterpillar Inc | $21.8M | 5.5% | 20K | −300 (−1%) | 8 of 8 | |
| 4 |  PG Procter & Gamble Co | $18.5M | 4.7% | 126K | −4,680 (−4%) | 8 of 8 | |
| 5 |  TSM Taiwan Semiconductor Mfg Ltd | $17.7M | 4.5% | 37K | +140 (+0%) | 8 of 8 | |
| 6 |  GOOG Alphabet Inc | $17.1M | 4.3% | 48K | +7,670 (+19%) | 8 of 8 | |
| 7 |  FTNT Fortinet Inc | $16.2M | 4.1% | 106K | +1,632 (+2%) | 8 of 8 | |
| 8 |  MELI Mercadolibre Inc | $15.9M | 4.0% | 9,341 | +3,638 (+64%) | 8 of 8 | |
| 9 |  NFLX Netflix Inc | $13M | 3.3% | 183K | +9,092 (+5%) | 8 of 8 | |
| 10 |  NVO Novo-Nordisk A S F | $11.6M | 3.0% | 243K | +7,547 (+3%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $10.7M | 63K |
 QXO Qxo Inc | $2.5M | 129K |
 PHM Pulte Group Inc | $1.4M | 12K |
 ABT Abbott Labs | $501K | 4,875 |
 GEHC GE Healthcare Technologi | $250K | 3,511 |
🔒 Free account: see all 20.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 10, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Knuff & Co 13F FAQ
What does Knuff & Co own?
Knuff & Co reported 142 stocks worth $395M in its 13F filing for Q2 2026, filed Aug 10, 2026. Its largest holdings are AAPL (11.8%), MSFT (6.1%) and CAT (5.5%). The table above lists every position in the filing (the top 10 without an account).
What did Knuff & Co buy and sell in Q2 2026?
Compared with Q1 2026: 28 new positions, 40 added to, 30 trimmed and 20 sold out. New positions include XOM, FLOT and HIMX. It sold all of XOM, QXO and PHM.
When will Knuff & Co file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Knuff & Co's portfolio worth?
The Q2 2026 filing reports $395M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.