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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 22 of 22  ·  426 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 CCJ CAMECO CORP Energy 4.0 $407.0 $101.75 -1.0%
422 MICC MAGNUM ICE CREAM CO NV Consumer Defensive 20.0 $348.0 $17.40 +11.0%
423 PSKY PARAMOUNT SKYDANCE CORP Communication Services 27.0 $266.0 $9.85 +10.2%
424 DXC DXC TECHNOLOGY CO Technology 27.0 $239.0 $8.85 +31.7%
425 SILEXION THERAPEUTICS CORP 33.0 $84.0 NEW $2.55
426 DAVA ENDAVA PLC Technology 2.0 $6.0 $3.00 +2.0%
Page 22 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%