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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 4 of 22  ·  426 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 LOW LOWES COS INC Consumer Cyclical 4,759.0 $1.0M 0.42% $220.49 -7.3%
62 MDT MEDTRONIC PLC Healthcare 13,190.0 $1.0M 0.41% +1K +9.9% $78.23 +20.4%
63 CAH CARDINAL HEALTH INC Healthcare 4,290.0 $1.0M 0.41% $237.56 +4.0%
64 CVS CVS HEALTH CORP Healthcare 9,843.0 $1.0M 0.41% $103.45 -6.5%
65 NXPI NXP SEMICONDUCTORS N V Technology 3,048.0 $857K 0.34% +30.0 +1.0% $281.03 -18.9%
66 MET METLIFE INC Financial Services 9,992.0 $845K 0.34% $84.61 +15.4%
67 CHRW C H ROBINSON WORLDWIDE IN Industrials 4,478.0 $843K 0.34% $188.34 -21.6%
68 BKNG BOOKING HOLDINGS INC Consumer Cyclical 4,687.0 $835K 0.33% +5K +2433.5% $178.24 +8.4%
69 S&P GLOBAL INC 1,941.0 $790K 0.32% NEW $407.26
70 GD GENERAL DYNAMICS CORP Industrials 2,229.0 $790K 0.32% +52.0 +2.4% $354.24 +1.5%
71 VLUE ISHARES TR 3,951.0 $789K 0.32% $199.80 +2.9%
72 COP CONOCOPHILLIPS Energy 7,470.0 $777K 0.31% $103.96 +29.1%
73 LUV SOUTHWEST AIRLS CO Industrials 15,103.0 $777K 0.31% $51.42 -22.9%
74 STZ CONSTELLATION BRANDS INC Consumer Defensive 5,498.0 $765K 0.30% +30.0 +0.6% $139.09 -7.8%
75 CMI CUMMINS INC Industrials 1,069.0 $762K 0.30% -36.0 -3.3% $713.21 -21.4%
76 RVTY REVVITY INC Healthcare 6,832.0 $760K 0.30% $111.26 +17.0%
77 TSN TYSON FOODS INC Consumer Defensive 13,096.0 $750K 0.30% $57.25 -10.2%
78 AMGN AMGEN INC Healthcare 2,058.0 $745K 0.30% $362.12 +20.7%
79 CB CHUBB LIMITED Financial Services 2,184.0 $744K 0.30% +41.0 +1.9% $340.74 +0.2%
80 MMM 3M CO Industrials 4,401.0 $713K 0.28% $161.91 +4.1%
Page 4 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%