You're signed outSign in or to get full access.
Knuff & Co. LLC
Knuff & Co. LLC is a multi-family office and SEC-registered investment adviser based in Foster City, California, established in July 2018. The firm specializes in comprehensive wealth management and financial planning services for high-net-worth individuals, families, and institutional clients such as charities, endowments, and foundations. Knuff & Co. pursues a value-oriented, active engagement investment philosophy, offering tailored long-term solutions integrating sustainable investing preferences. The firm is led by Penny Knuff and Will Knuff, employs 3 people, and manages approximately $385 million in regulatory assets as of April 2025.
Investment Strategy
Knuff & Co. employs a value-oriented, long-term investment philosophy focused on active engagement, asset allocation, and securities selection tailored to each client’s goals and risk tolerance. The firm offers discretionary management, frequently creates customized portfolios including client-defined ESG portfolios, and allocates capital among public securities, alternative investments, and other asset classes as appropriate. Their approach includes detailed research, portfolio construction, and oversight of other assets, prioritizing integrity, intellectual curiosity, and tailored client outcomes.
Latest 13F Filing Activity
Knuff & Co. LLC filed their most recent 13F report on Jun 30, 2025 disclosing 120 equity positions and 2 options positions with a total 13F market value of $318M. The fund increased holdings in Microsoft Corp., Netflix Inc., Celsius HLDGS Inc. among other positions. Knuff & Co. LLC reduced exposure to Alibaba Group HLDG LTD, Apple Inc., Thermo Fisher Scientific Inc. among others.
Top Holdings
Equity Positions (120)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC | 9.48% | $30.1M | 146,720 | $60.00 | $205.17 | -$3.9M |
M MSFT | MICROSOFT CORP | 9.29% | $29.5M | 59,309 | $193.12 | $497.41 | +$7.4M |
N NFLX | NETFLIX INC | 7.29% | $23.1M | 17,286 | $226.05 | $1339.13 | +$7.0M |
P PG | PROCTER AND GAMBLE CO | 6.70% | $21.3M | 133,540 | $92.54 | $159.32 | -$1.6M |
M MELI | MERCADOLIBRE INC | 3.62% | $11.5M | 4,401 | $970.94 | $2613.63 | +$2.0M |
Options Positions (2)
Industry Allocation
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more