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Portfolio (Quarterly) Guide ↗

Pflug Koory, LLC

· CIK 0001740063
13F Portfolio $250M AUM 426 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 13 New 66 Added 38 Reduced 6 Exited
Page 17 of 22  ·  426 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 NDSN NORDSON CORP Industrials 46.0 $14K 0.01% $301.70 +5.5%
322 IYC ISHARES TR 136.0 $14K 0.01% $101.10 -0.9%
323 LULU LULULEMON ATHLETICA INC Consumer Cyclical 119.0 $14K 0.01% $114.18 -11.9%
324 SPDW SPDR INDEX SHS FDS 268.0 $14K 0.01% +4.0 +1.5% $50.43 +3.7%
325 RWR SPDR SERIES TRUST 118.0 $13K 0.01% +1.0 +0.8% $112.55 -1.1%
326 PGR PROGRESSIVE CORP Financial Services 60.0 $13K 0.01% $218.45 +0.2%
327 VNQI VANGUARD INTL EQUITY INDEX F 283.0 $13K 0.01% $44.77 +1.1%
328 CCI CROWN CASTLE INC Real Estate 167.0 $13K 0.01% $75.73 +0.1%
329 AMT AMERICAN TOWER CORP Real Estate 77.0 $13K 0.01% +4.0 +5.5% $163.57 +7.5%
330 EQIX EQUINIX INC Real Estate 12.0 $13K 0.01% $1042.42 -0.6%
331 LECO LINCOLN ELEC HLDGS INC Industrials 45.0 $12K 0.01% $265.51 +4.1%
332 BIV VANGUARD BD INDEX FDS 155.0 $12K 0.01% +2.0 +1.3% $76.59 -2.2%
333 INTC INTEL CORP Technology 85.0 $12K 0.01% $139.64 -31.4%
334 WAT WATERS CORP Healthcare 31.0 $12K 0.01% -31.0 -50.0% $375.03 +9.2%
335 VIKING HOLDINGS LTD 106.0 $11K 0.00% $104.67
336 GAIN GLADSTONE INVT CORP Financial Services 675.0 $10K 0.00% $15.46 +6.1%
337 AVY AVERY DENNISON CORP Industrials 64.0 $10K 0.00% $162.34 +7.8%
338 MRSH MARSH & MCLENNAN COS INC Financial Services 61.0 $10K 0.00% $166.67 +11.4%
339 GS GOLDMAN SACHS GROUP INC Financial Services 10.0 $10K 0.00% $1011.40 +2.7%
340 GIS GENERAL MILLS INC Consumer Defensive 289.0 $10K 0.00% $34.80 +10.0%
Page 17 of 22  ·  426 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 29.5%
Industrials 26.7%
Healthcare 13.2%
Financial Services 11.2%
Consumer Defensive 6.4%
Communication Services 4.4%
Consumer Cyclical 4.2%
Energy 1.7%
Real Estate 1.4%
Basic Materials 1.1%