Knuff & Co LLC Buys Illumina Inc, The Trade Desk Inc, Okta Inc, Sells Linde PLC, Skyworks Solutions Inc, Dell Technologies Inc

• New Purchases: OKTA, BHBK, GTX, ANET, IGIB, APPN, KDP, NFBK, IEFA, EPD, NOW, BEN, KMI, WAB, GCVRZ, IEMG,
• Added Positions: TTD, ILMN, NEE, STZ, BRK.B, MNST, PG, CELG, MA, AAPL, GOOG, AMT, AMZN, NVDA, DXCM, MSFT, DEO, IWN, ETSY, DHR, FTNT, AFL, DIS, ALB, VRTX, MELI, APTV, PEP, V, RSG, JPM, A, GOOGL, USB, CRM, WFC, BAC, PYPL, GILD, SJM, FTV, NFLX, ABBV, QCOM, RTN, ROP, UTX, GE, SBUX, FB, ADBE,
• Reduced Positions: SWKS, MET, COG, ROK, CVX, MCHP, TRMB, HD, TXN, NKE, AVGO, IWM, AMGN, BLK, SLB,
• Sold Out: LIN, DELL, INXN, FNDA, CVS, YUM, AGN, VEA, TJX, YUMC, HAL, CXO, CGNX, PXH, SCHA, SCHF, AGG,

For the details of Knuff & Co LLC's stock buys and sells, go to https://www.gurufocus.com/guru/knuff+%26+co+llc/current-portfolio/portfolio

1. Procter & Gamble Co (PG) - 161,472 shares, 12.92% of the total portfolio. Shares added by 3.57%
2. Boeing Co (BA) - 28,270 shares, 8.29% of the total portfolio. Shares added by 0.96%
3. Exxon Mobil Corp (XOM) - 101,840 shares, 6.33% of the total portfolio. Shares added by 0.68%
4. Apple Inc (AAPL) - 38,098 shares, 5.56% of the total portfolio. Shares added by 8.17%
5. Equifax Inc (EFX) - 45,800 shares, 4.17% of the total portfolio.

Knuff & Co LLC initiated holding in Okta Inc. The purchase prices were between $59.56 and $86.43, with an estimated average price of $78.99. The stock is now traded at around $105.11. The impact to a portfolio due to this purchase was 0.86%. The holding were 13,595 shares as of .

Knuff & Co LLC initiated holding in Blue Hills Bancorp Inc. The purchase prices were between $21.34 and $24.97, with an estimated average price of $23.46. The stock is now traded at around $23.90. The impact to a portfolio due to this purchase was 0.22%. The holding were 12,000 shares as of .

Knuff & Co LLC initiated holding in Garrett Motion Inc. The purchase prices were between $11.55 and $16.96, with an estimated average price of $15.06. The stock is now traded at around $19.05. The impact to a portfolio due to this purchase was 0.2%. The holding were 18,000 shares as of .

Knuff & Co LLC initiated holding in Arista Networks Inc. The purchase prices were between $199.6 and $315.02, with an estimated average price of $253.02. The stock is now traded at around $265.67. The impact to a portfolio due to this purchase was 0.17%. The holding were 700 shares as of .

Knuff & Co LLC initiated holding in Appian Corp. The purchase prices were between $25.61 and $38.97, with an estimated average price of $33.71. The stock is now traded at around $33.27. The impact to a portfolio due to this purchase was 0.15%. The holding were 5,847 shares as of .

Knuff & Co LLC initiated holding in iShares Intermediate-Term Corporate Bond ETF. The purchase prices were between $51.84 and $54.83, with an estimated average price of $53.25. The stock is now traded at around $55.14. The impact to a portfolio due to this purchase was 0.15%. The holding were 3,550 shares as of .

Knuff & Co LLC added to a holding in The Trade Desk Inc by 88.38%. The purchase prices were between $109.56 and $213.57, with an estimated average price of $162.61. The stock is now traded at around $217.65. The impact to a portfolio due to this purchase was 1.42%. The holding were 19,874 shares as of .

Knuff & Co LLC added to a holding in Illumina Inc by 243.18%. The purchase prices were between $272.57 and $321.18, with an estimated average price of $300. The stock is now traded at around $320.51. The impact to a portfolio due to this purchase was 1.42%. The holding were 8,377 shares as of .

Knuff & Co LLC added to a holding in NextEra Energy Inc by 773.47%. The purchase prices were between $169.41 and $195, with an estimated average price of $182.66. The stock is now traded at around $189.75. The impact to a portfolio due to this purchase was 0.57%. The holding were 4,280 shares as of .

Knuff & Co LLC added to a holding in Constellation Brands Inc by 318.39%. The purchase prices were between $150.94 and $175.33, with an estimated average price of $168.34. The stock is now traded at around $207.87. The impact to a portfolio due to this purchase was 0.56%. The holding were 5,460 shares as of .

Knuff & Co LLC added to a holding in Berkshire Hathaway Inc by 34.08%. The purchase prices were between $191.66 and $209.19, with an estimated average price of $201.99. The stock is now traded at around $209.43. The impact to a portfolio due to this purchase was 0.52%. The holding were 13,180 shares as of .

Knuff & Co LLC added to a holding in Monster Beverage Corp by 28.81%. The purchase prices were between $48 and $65.02, with an estimated average price of $56.89. The stock is now traded at around $61.60. The impact to a portfolio due to this purchase was 0.47%. The holding were 50,172 shares as of .

Knuff & Co LLC sold out a holding in Linde PLC. The sale prices were between $152.29 and $176.63, with an estimated average price of $165.92.

Knuff & Co LLC sold out a holding in Dell Technologies Inc. The sale prices were between $42.62 and $60.71, with an estimated average price of $51.87.

Knuff & Co LLC sold out a holding in InterXion Holding NV. The sale prices were between $52.22 and $66.73, with an estimated average price of $61.85.

Knuff & Co LLC sold out a holding in Allergan PLC. The sale prices were between $132.09 and $160.79, with an estimated average price of $144.95.

Knuff & Co LLC sold out a holding in Yum Brands Inc. The sale prices were between $89.14 and $100.9, with an estimated average price of $94.61.

Knuff & Co LLC sold out a holding in Vanguard FTSE Developed Markets. The sale prices were between $36.75 and $41.54, with an estimated average price of $39.92.