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Portfolio (Quarterly) Guide ↗

Pflug Koory, LLC

· CIK 0001740063
13F Portfolio $218.2B AUM 419 positions Filed Apr 22, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 7 New 44 Added 23 Reduced 6 Exited
Page 5 of 21  ·  419 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 CMI CUMMINS INC Industrials 1,105.0 $595K 0.27% $538.02 +33.2%
82 NXPI NXP SEMICONDUCTORS N V Technology 3,018.0 $594K 0.27% +211.0 +7.5% $196.86 +49.4%
83 LUV SOUTHWEST AIRLS CO Industrials 15,103.0 $567K 0.26% $37.57 +4.7%
84 COF CAPITAL ONE FINL CORP Financial Services 3,107.0 $567K 0.26% +21.0 +0.7% $182.43 +1.8%
85 VLUE ISHARES TR 3,951.0 $562K 0.26% $142.17 +26.5%
86 JCI JOHNSON CONTROLS INTERNATION Industrials 4,057.0 $531K 0.24% $130.95 +9.8%
87 SPXX NUVEEN S&P 500 DYNAMIC OVERW Financial Services 32,688.0 $525K 0.24% NEW $16.07 +10.9%
88 DLR DIGITAL RLTY TR INC Real Estate 2,914.0 $525K 0.24% $180.21 +7.0%
89 MO ALTRIA GROUP INC Consumer Defensive 7,756.0 $512K 0.23% $65.99 +9.7%
90 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 6,703.0 $486K 0.22% $72.55 +4.9%
91 EPD ENTERPRISE PRODS PARTNERS L Energy 12,796.0 $484K 0.22% $37.84 +3.7%
92 AFL AFLAC INC Financial Services 4,408.0 $484K 0.22% $109.71 +6.5%
93 GPC GENUINE PARTS CO Consumer Cyclical 4,435.0 $469K 0.21% -66.0 -1.5% $105.75 -8.1%
94 KEY KEYCORP Financial Services 22,780.0 $457K 0.21% $20.05 +5.1%
95 ETN EATON CORP PLC Industrials 1,270.0 $454K 0.21% -72.0 -5.4% $357.67 +14.1%
96 FISV FISERV INC Technology 8,092.0 $452K 0.21% $55.80 -4.2%
97 META META PLATFORMS INC Communication Services 785.0 $449K 0.21% +40.0 +5.4% $572.28 +8.1%
98 ICVT ISHARES TR 4,399.0 $448K 0.20% $101.80 +15.1%
99 SPY STATE STR SPDR S&P 500 ETF T Financial Services 686.0 $446K 0.20% $650.01 +13.7%
100 DE DEERE & CO Industrials 788.0 $444K 0.20% -8.0 -1.0% $563.30 +2.0%
Page 5 of 21  ·  419 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
Industrials 27.8%
Technology 23.3%
Healthcare 14.8%
Financial Services 11.7%
Consumer Defensive 7.5%
Communication Services 4.9%
Consumer Cyclical 4.5%
Energy 2.5%
Real Estate 1.5%
Basic Materials 1.3%