Knuff & Co LLC Diversified Active

CIK: 0001768089 · Show all filings

Period: Q1 2019 (← Previous) (Next →)

Filing Date: May 8, 2019

Total Value ($000): $130,222 (100.0% shares, 0.0% debt)

Holdings (133)

PG PROCTER AND GAMBLE CO COM 12.9%
Value ($000) $16,801 Shares 161,472 Est. Cost $75.00 Unrealized +9.4%
BA BOEING CO COM 8.3%
Value ($000) $10,783 Shares 28,270 Est. Cost $334.97 Unrealized +12.0%
XOM EXXON MOBIL CORP COM 6.3%
Value ($000) $8,229 Shares 101,840 Est. Cost $56.39 Unrealized -1.7%
AAPL APPLE INC COM 5.6%
Value ($000) $7,237 Shares 38,098 Est. Cost $45.59 Unrealized -11.3%
EFX EQUIFAX INC COM 4.2%
Value ($000) $5,427 Shares 45,800 Est. Cost $100.20 Unrealized +0.6%
CAT CATERPILLAR INC DEL COM 3.4%
Value ($000) $4,390 Shares 32,400 Est. Cost $111.50 Unrealized +2.8%
PFE PFIZER INC COM 3.2%
Value ($000) $4,180 Shares 98,416 Est. Cost $30.03 Unrealized -2.6%
TTD THE TRADE DESK INC COM CL A 3.0%
Value ($000) $3,935 Shares 19,874 Est. Cost $14.33 Unrealized +14.3%
AMT AMERICAN TOWER CORP NEW COM 2.8%
Value ($000) $3,614 Shares 18,340 Est. Cost $131.13 Unrealized +11.4%
MSFT MICROSOFT CORP COM 2.6%
Value ($000) $3,323 Shares 28,175 Est. Cost $100.12 Unrealized +2.2%
GOOG ALPHABET INC CAP STK CL C 2.3%
Value ($000) $3,058 Shares 2,606 Est. Cost $53.56 Unrealized +4.0%
CELGENE CORP COM 2.2%
Value ($000) $2,846 Shares 30,165 Est. Cost $70.12 Unrealized
MNST MONSTER BEVERAGE CORP NEW COM 2.1%
Value ($000) $2,738 Shares 50,172 Est. Cost $27.45 Unrealized +3.8%
DIS DISNEY WALT CO COM DISNEY 2.1%
Value ($000) $2,696 Shares 24,285 Est. Cost $109.05 Unrealized -1.1%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 2.0%
Value ($000) $2,648 Shares 13,180 Est. Cost $207.09 Unrealized -2.5%
ILMN ILLUMINA INC COM 2.0%
Value ($000) $2,603 Shares 8,377 Est. Cost $296.92 Unrealized -1.8%
COST COSTCO WHSL CORP NEW COM 1.6%
Value ($000) $2,082 Shares 8,600 Est. Cost $201.98 Unrealized -1.8%
GILD GILEAD SCIENCES INC COM 1.6%
Value ($000) $2,075 Shares 31,915 Est. Cost $52.97 Unrealized -4.0%
AMZN AMAZON COM INC COM 1.5%
Value ($000) $1,939 Shares 1,089 Est. Cost $83.15 Unrealized +0.1%
NKE NIKE INC CL B 1.4%
Value ($000) $1,797 Shares 21,342 Est. Cost $68.15 Unrealized +10.6%
PYPL PAYPAL HLDGS INC COM 1.4%
Value ($000) $1,770 Shares 17,050 Est. Cost $83.36 Unrealized +13.3%
HD HOME DEPOT INC COM 1.2%
Value ($000) $1,621 Shares 8,450 Est. Cost $150.39 Unrealized +2.9%
MET METLIFE INC COM 1.2%
Value ($000) $1,523 Shares 35,785 Est. Cost $33.67 Unrealized +4.1%
CTRA CABOT OIL & GAS CORP COM 1.2%
Value ($000) $1,500 Shares 57,475 Est. Cost $17.89 Unrealized +4.2%
SWKS SKYWORKS SOLUTIONS INC COM 1.1%
Value ($000) $1,386 Shares 16,810 Est. Cost $65.26 Unrealized +0.6%
AFL AFLAC INC COM 1.0%
Value ($000) $1,245 Shares 24,900 Est. Cost $37.89 Unrealized +8.2%
OKTA OKTA INC CL A 0.9%
Value ($000) $1,125 Shares 13,595 Est. Cost $79.16 Unrealized 0.0%
VRTX VERTEX PHARMACEUTICALS INC COM 0.9%
Value ($000) $1,117 Shares 6,075 Est. Cost $174.14 Unrealized +6.1%
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.8%
Value ($000) $1,083 Shares 26,441 Est. Cost $36.91 Unrealized
AXP AMERICAN EXPRESS CO COM 0.8%
Value ($000) $1,044 Shares 9,555 Est. Cost $95.01 Unrealized +0.9%
JNJ JOHNSON & JOHNSON COM 0.8%
Value ($000) $1,034 Shares 7,400 Est. Cost $114.14 Unrealized -3.3%
STZ CONSTELLATION BRANDS INC CL A 0.7%
Value ($000) $957 Shares 5,460 Est. Cost $156.83 Unrealized -4.0%
MCHP MICROCHIP TECHNOLOGY INC COM 0.7%
Value ($000) $904 Shares 10,891 Est. Cost $30.89 Unrealized +17.9%
INTC INTEL CORP COM 0.7%
Value ($000) $902 Shares 16,800 Est. Cost $40.19 Unrealized +9.0%
MRK MERCK & CO INC COM 0.7%
Value ($000) $898 Shares 10,800 Est. Cost $56.50 Unrealized +6.7%
NEE NEXTERA ENERGY INC COM 0.6%
Value ($000) $827 Shares 4,280 Est. Cost $38.37 Unrealized +0.6%
CMI CUMMINS INC COM 0.6%
Value ($000) $779 Shares 4,935 Est. Cost $117.48 Unrealized +7.1%
DXCM DEXCOM INC COM 0.6%
Value ($000) $749 Shares 6,287 Est. Cost $32.85 Unrealized +7.0%
PEP PEPSICO INC COM 0.6%
Value ($000) $733 Shares 5,985 Est. Cost $90.82 Unrealized +1.8%
UNP UNION PACIFIC CORP COM 0.5%
Value ($000) $662 Shares 3,959 Est. Cost $126.42 Unrealized +9.2%
ETSY ETSY INC COM 0.5%
Value ($000) $623 Shares 9,265 Est. Cost $49.79 Unrealized +19.9%
ROK ROCKWELL AUTOMATION INC COM 0.5%
Value ($000) $611 Shares 3,480 Est. Cost $146.34 Unrealized +2.5%
MA MASTERCARD INC CL A 0.5%
Value ($000) $602 Shares 2,555 Est. Cost $205.89 Unrealized +0.6%
EBAY EBAY INC COM 0.4%
Value ($000) $579 Shares 15,600 Est. Cost $26.17 Unrealized +18.1%
V VISA INC COM CL A 0.4%
Value ($000) $578 Shares 3,700 Est. Cost $132.05 Unrealized +4.0%
ABBV ABBVIE INC COM 0.4%
Value ($000) $575 Shares 7,135 Est. Cost $64.58 Unrealized -5.5%
GOOGL ALPHABET INC CAP STK CL A 0.4%
Value ($000) $559 Shares 475 Est. Cost $53.84 Unrealized +4.1%
GENERAL ELECTRIC CO COM 0.4%
Value ($000) $549 Shares 54,965 Est. Cost $7.62 Unrealized
ABT ABBOTT LABS COM 0.4%
Value ($000) $548 Shares 6,850 Est. Cost $62.14 Unrealized +6.4%
CVX CHEVRON CORP NEW COM 0.4%
Value ($000) $505 Shares 4,100 Est. Cost $84.74 Unrealized +3.2%
AVGO BROADCOM INC COM 0.4%
Value ($000) $488 Shares 1,622 Est. Cost $19.38 Unrealized +16.1%
FTNT FORTINET INC COM 0.3%
Value ($000) $441 Shares 5,250 Est. Cost $15.41 Unrealized +3.4%
DHR DANAHER CORPORATION COM 0.3%
Value ($000) $403 Shares 3,055 Est. Cost $91.73 Unrealized +8.4%
DEO DIAGEO P L C SPON ADR NEW 0.3%
Value ($000) $395 Shares 2,415 Est. Cost $151.44 Unrealized
FTV FORTIVE CORP COM 0.3%
Value ($000) $389 Shares 4,640 Est. Cost $45.74 Unrealized +3.5%
UNITED TECHNOLOGIES CORP COM 0.3%
Value ($000) $382 Shares 2,960 Est. Cost $108.53 Unrealized
TXN TEXAS INSTRS INC COM 0.3%
Value ($000) $350 Shares 3,300 Est. Cost $79.11 Unrealized +7.9%
NVDA NVIDIA CORP COM 0.3%
Value ($000) $342 Shares 1,906 Est. Cost $4.03 Unrealized -4.4%
ROYAL DUTCH SHELL PLC SPONS ADR A 0.2%
Value ($000) $321 Shares 5,125 Est. Cost $58.34 Unrealized
BLUE HILLS BANCORP INC COM 0.2%
Value ($000) $286 Shares 12,000 Est. Cost $23.83 Unrealized
APTIV PLC SHS 0.2%
Value ($000) $286 Shares 3,604 Est. Cost $65.66 Unrealized
META FACEBOOK INC CL A 0.2%
Value ($000) $280 Shares 1,680 Est. Cost $144.16 Unrealized +9.6%
MELI MERCADOLIBRE INC COM 0.2%
Value ($000) $267 Shares 525 Est. Cost $343.95 Unrealized +15.9%
GTX GARRETT MOTION INC COM 0.2%
Value ($000) $265 Shares 18,000 Est. Cost $15.07 Unrealized 0.0%
SBUX STARBUCKS CORP COM 0.2%
Value ($000) $260 Shares 3,500 Est. Cost $53.81 Unrealized +10.1%
UNH UNITEDHEALTH GROUP INC COM 0.2%
Value ($000) $247 Shares 1,000 Est. Cost $235.05 Unrealized -3.2%
CBU COMMUNITY BK SYS INC COM 0.2%
Value ($000) $239 Shares 4,000 Est. Cost $48.88 Unrealized +2.8%
ALB ALBEMARLE CORP COM 0.2%
Value ($000) $221 Shares 2,700 Est. Cost $80.26 Unrealized -7.4%
ARISTA NETWORKS INC COM 0.2%
Value ($000) $220 Shares 700 Est. Cost $314.29 Unrealized
APPN APPIAN CORP COM 0.2%
Value ($000) $201 Shares 5,847 Est. Cost $33.78 Unrealized 0.0%
IGIB ISHARES INTERMEDIATE CREDIT BOND ETF 0.2%
Value ($000) $196 Shares 3,550 Est. Cost $55.21 Unrealized
RAYTHEON CO COM NEW 0.1%
Value ($000) $194 Shares 1,064 Est. Cost $158.06 Unrealized
ES EVERSOURCE ENERGY COM 0.1%
Value ($000) $186 Shares 2,624 Est. Cost $50.64 Unrealized +6.6%
JPM JPMORGAN CHASE & CO COM 0.1%
Value ($000) $175 Shares 1,725 Est. Cost $86.71 Unrealized -1.6%
NFLX NETFLIX INC COM 0.1%
Value ($000) $173 Shares 485 Est. Cost $30.66 Unrealized +13.1%
ED CONSOLIDATED EDISON INC COM 0.1%
Value ($000) $170 Shares 2,000 Est. Cost $60.48 Unrealized +3.2%
CRM SALESFORCE COM INC COM 0.1%
Value ($000) $159 Shares 1,005 Est. Cost $140.19 Unrealized +9.2%
IWN ISHARES RUSSELL 2000 VALUE ETF 0.1%
Value ($000) $156 Shares 1,299 Est. Cost $118.54 Unrealized
KDP KEURIG DR PEPPER INC COM 0.1%
Value ($000) $143 Shares 5,102 Est. Cost $22.82 Unrealized 0.0%
EMR EMERSON ELEC CO COM 0.1%
Value ($000) $137 Shares 2,000 Est. Cost $57.00 Unrealized -1.7%
QCOM QUALCOMM INC COM 0.1%
Value ($000) $128 Shares 2,250 Est. Cost $50.06 Unrealized -8.6%
WFC WELLS FARGO CO NEW COM 0.1%
Value ($000) $121 Shares 2,500 Est. Cost $41.63 Unrealized -2.1%
TRMB TRIMBLE INC COM 0.1%
Value ($000) $114 Shares 2,825 Est. Cost $36.79 Unrealized +3.2%
FTSD FRANKLIN LIBERTY SHORT DURATION U.S. GOVERNMENT ETF 0.1%
Value ($000) $113 Shares 1,200 Est. Cost $94.17 Unrealized
ZTS ZOETIS INC CL A 0.1%
Value ($000) $105 Shares 1,039 Est. Cost $85.00 Unrealized +1.1%
AMGN AMGEN INC COM 0.1%
Value ($000) $104 Shares 550 Est. Cost $156.83 Unrealized -1.4%
BAC BANK AMER CORP COM 0.1%
Value ($000) $103 Shares 3,725 Est. Cost $23.18 Unrealized +3.1%
SJM SMUCKER J M CO COM NEW 0.1%
Value ($000) $101 Shares 868 Est. Cost $83.01 Unrealized +0.7%
MDLZ MONDELEZ INTL INC CL A 0.1%
Value ($000) $100 Shares 2,000 Est. Cost $35.78 Unrealized +8.3%
A AGILENT TECHNOLOGIES INC COM 0.1%
Value ($000) $73 Shares 910 Est. Cost $69.53 Unrealized +4.0%
ORCL ORACLE CORP COM 0.1%
Value ($000) $70 Shares 1,300 Est. Cost $43.16 Unrealized +6.7%
ROP ROPER TECHNOLOGIES INC COM 0.1%
Value ($000) $68 Shares 200 Est. Cost $279.31 Unrealized +4.4%
RSG REPUBLIC SVCS INC COM 0.0%
Value ($000) $64 Shares 800 Est. Cost $69.17 Unrealized +0.5%
CMCSA COMCAST CORP NEW CL A 0.0%
Value ($000) $56 Shares 1,400 Est. Cost $30.43 Unrealized +3.6%
DOWDUPONT INC COM 0.0%
Value ($000) $55 Shares 1,025 Est. Cost $53.66 Unrealized
TMO THERMO FISHER SCIENTIFIC INC COM 0.0%
Value ($000) $55 Shares 200 Est. Cost $230.26 Unrealized +6.1%
CSCO CISCO SYS INC COM 0.0%
Value ($000) $54 Shares 1,000 Est. Cost $36.91 Unrealized +7.0%
IBM INTERNATIONAL BUSINESS MACHS COM 0.0%
Value ($000) $53 Shares 378 Est. Cost $87.95 Unrealized +7.6%
NFBK NORTHFIELD BANCORP INC COM 0.0%
Value ($000) $51 Shares 3,659 Est. Cost $10.83 Unrealized 0.0%
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.0%
Value ($000) $47 Shares 260 Est. Cost $138.46 Unrealized
KANSAS CITY SOUTHERN COM NEW 0.0%
Value ($000) $46 Shares 400 Est. Cost $95.00 Unrealized
BMY BRISTOL MYERS SQUIBB CO COM 0.0%
Value ($000) $45 Shares 940 Est. Cost $40.98 Unrealized -6.5%
EPD ENTERPRISE PRODS PARTNERS L P COM 0.0%
Value ($000) $42 Shares 1,450 Est. Cost $28.97 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 0.0%
Value ($000) $41 Shares 674 Est. Cost $60.83 Unrealized
SLB SCHLUMBERGER LTD COM 0.0%
Value ($000) $39 Shares 900 Est. Cost $40.20 Unrealized -11.1%
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $38 Shares 795 Est. Cost $37.71 Unrealized -0.3%
NOW SERVICENOW INC COM 0.0%
Value ($000) $37 Shares 150 Est. Cost $43.97 Unrealized 0.0%
KO COCA COLA CO COM 0.0%
Value ($000) $37 Shares 800 Est. Cost $38.39 Unrealized -1.6%
PM PHILIP MORRIS INTL INC COM 0.0%
Value ($000) $35 Shares 400 Est. Cost $57.29 Unrealized -2.1%
BEN FRANKLIN RES INC COM 0.0%
Value ($000) $33 Shares 1,000 Est. Cost $22.72 Unrealized 0.0%
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $31 Shares 200 Est. Cost $135.00 Unrealized
BLACKROCK INC COM 0.0%
Value ($000) $21 Shares 50 Est. Cost $400.00 Unrealized
KMI KINDER MORGAN INC DEL COM 0.0%
Value ($000) $20 Shares 1,000 Est. Cost $12.50 Unrealized 0.0%
ADBE ADOBE INC COM 0.0%
Value ($000) $19 Shares 70 Est. Cost $244.46 Unrealized +3.1%
AMERICAN INTL GROUP INC 0.0%
Value ($000) $14 Shares 2,500 Est. Cost $5.60 Unrealized
VTI VANGUARD TOTAL STOCK MARKET INDEX FUND 0.0%
Value ($000) $14 Shares 100 Est. Cost $130.00 Unrealized
WAB WABTEC CORP COM 0.0%
Value ($000) $12 Shares 162 Est. Cost $69.17 Unrealized 0.0%
FNDX SCHWAB FUNDAMENTAL U.S. LARGE COMPANY INDEX ETF 0.0%
Value ($000) $11 Shares 301 Est. Cost $33.22 Unrealized
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $10 Shares 200 Est. Cost $50.00 Unrealized
PGX INVESCO PREFERRED ETF 0.0%
Value ($000) $10 Shares 689 Est. Cost $13.06 Unrealized
SCHX SCHWAB U.S. LARGE-CAP ETF 0.0%
Value ($000) $9 Shares 127 Est. Cost $62.99 Unrealized
DG DOLLAR GEN CORP NEW COM 0.0%
Value ($000) $9 Shares 75 Est. Cost $98.63 Unrealized +7.7%
PWZ INVESCO CALIFORNIA AMT-FREE MUNICIPAL BOND ETF 0.0%
Value ($000) $8 Shares 292 Est. Cost $27.40 Unrealized
SANOFI 0.0%
Value ($000) $7 Shares 15,000 Est. Cost $0.47 Unrealized
CMF ISHARES CALIFORNIA MUNI BOND ETF 0.0%
Value ($000) $7 Shares 119 Est. Cost $58.82 Unrealized
SPIP SPDR BLOOMBERG BARCLAYS TIPS ETF 0.0%
Value ($000) $7 Shares 126 Est. Cost $55.56 Unrealized
HYD VANECK VECTORS HIGH-YIELD MUNICIPAL INDEX ETF 0.0%
Value ($000) $5 Shares 80 Est. Cost $62.50 Unrealized
BB BLACKBERRY LTD COM 0.0%
Value ($000) $5 Shares 500 Est. Cost $8.81 Unrealized -4.5%
HYLB X-TRACKERS USD HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $3 Shares 62 Est. Cost $48.39 Unrealized
SCHH SCHWAB U.S. REIT ETF 0.0%
Value ($000) $3 Shares 78 Est. Cost $38.46 Unrealized
SCHM SCHWAB U.S. MID-CAP ETF 0.0%
Value ($000) $3 Shares 55 Est. Cost $54.55 Unrealized
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 0.0%
Value ($000) $3 Shares 46 Est. Cost $65.22 Unrealized
ISHARES COMEX GOLD TRUST 0.0%
Value ($000) $2 Shares 163 Est. Cost $12.27 Unrealized