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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 3 of 22  ·  426 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 TIP ISHARES TR 14,675.0 $1.6M 0.64% $109.43 -2.2%
42 HONEYWELL AEROSPACE INC 7,232.0 $1.6M 0.64% NEW $221.08
43 AXP AMERICAN EXPRESS CO Financial Services 4,636.0 $1.6M 0.63% $338.25 -3.6%
44 SCHX SCHWAB STRATEGIC TR 50,700.0 $1.5M 0.60% +3K +6.1% $29.43 +3.2%
45 TT TRANE TECHNOLOGIES PLC Industrials 3,027.0 $1.5M 0.59% -45.0 -1.5% $491.16 -8.8%
46 EMR EMERSON ELEC CO Industrials 9,874.0 $1.4M 0.56% +134.0 +1.4% $143.15 +6.8%
47 LHX L3HARRIS TECHNOLOGIES INC Industrials 4,835.0 $1.4M 0.56% +350.0 +7.8% $290.59 -11.7%
48 CVX CHEVRON CORPORATION Energy 8,423.0 $1.4M 0.56% +696.0 +9.0% $165.76 +25.8%
49 V VISA INC Financial Services 4,021.0 $1.4M 0.55% +307.0 +8.3% $343.09 +9.3%
50 ABT ABBOTT LABORATORIES Healthcare 14,522.0 $1.3M 0.53% $90.74 +19.4%
51 JOE ST JOE CO Real Estate 20,694.0 $1.3M 0.52% $62.63 +5.6%
52 PFE PFIZER INC Healthcare 52,493.0 $1.3M 0.51% $24.08 +18.1%
53 TXT TEXTRON INC Industrials 13,746.0 $1.3M 0.50% $91.73 -13.8%
54 INGR INGREDION INC Consumer Defensive 12,637.0 $1.2M 0.48% $94.71 +6.9%
55 PEP PEPSICO INC Consumer Defensive 8,614.0 $1.2M 0.47% +1K +13.7% $135.40 +1.6%
56 WMT WALMART INC Consumer Defensive 10,126.0 $1.1M 0.46% $113.26 -5.4%
57 HD HOME DEPOT INC Consumer Cyclical 3,114.0 $1.1M 0.44% $352.68 -9.0%
58 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 14,203.0 $1.1M 0.43% -250.0 -1.7% $76.40 +10.7%
59 BMY BRISTOL-MYERS SQUIBB CO Healthcare 18,688.0 $1.1M 0.43% -200.0 -1.1% $57.62 +16.0%
60 VRTX VERTEX PHARMACEUTICALS INC Healthcare 2,152.0 $1.1M 0.43% +60.0 +2.9% $496.73 +9.9%
Page 3 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%