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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 21 of 22  ·  426 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 ACWX ISHARES TR 26.0 $2K 0.00% +1.0 +4.0% $75.15 +4.5%
402 FNCL FIDELITY COVINGTON TRUST 25.0 $2K 0.00% $76.56 +8.1%
403 VTI VANGUARD INDEX FDS 5.0 $2K 0.00% $374.40 +1.4%
404 WBD WARNER BROS DISCOVERY INC Communication Services 68.0 $2K 0.00% $26.66 +6.0%
405 IYR ISHARES TR 17.0 $2K 0.00% $104.71 -2.5%
406 KSS KOHLS CORP Consumer Cyclical 100.0 $2K 0.00% $17.72 +9.7%
407 CPB THE CAMPBELLS COMPANY Consumer Defensive 75.0 $2K 0.00% $22.27 -4.0%
408 KD KYNDRYL HLDGS INC Technology 146.0 $2K 0.00% $11.31 +16.3%
409 NEWSMAX INC 175.0 $1K 0.00% $8.28
410 VSNT VERSANT MEDIA GROUP INC Industrials 37.0 $1K 0.00% -21.0 -36.2% $36.00 +7.2%
411 VFC V F CORP Consumer Cyclical 75.0 $1K $16.68 -19.4%
412 TTRX TURN THERAPEUTICS INC Healthcare 170.0 $1K $7.30 +34.2%
413 NIOCORP DEVS LTD 250.0 $1K $4.82
414 REVS COLUMBIA ETF TR I 35.0 $1K $31.77 +7.4%
415 HLN HALEON PLC Healthcare 100.0 $933.0 $9.33 +2.9%
416 DOW DOW HLDGS INC Basic Materials 33.0 $903.0 $27.36 +7.6%
417 GPN GLOBAL PMTS INC Industrials 10.0 $726.0 $72.60 +27.5%
418 LUMN LUMEN TECHNOLOGIES INC Communication Services 74.0 $568.0 $7.68 -11.8%
419 ARCC ARES CAPITAL CORP Financial Services 28.0 $525.0 $18.75 +6.9%
420 JPC NUVEEN PFD & INCOME OPPORTUN Financial Services 66.0 $520.0 $7.88 -7.0%
Page 21 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%