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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 5 of 22  ·  426 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 DIS DISNEY WALT CO Communication Services 7,171.0 $690K 0.28% $96.24 +9.4%
82 GSEW GOLDMAN SACHS ETF TR 7,260.0 $685K 0.27% -165.0 -2.2% $94.42 +3.1%
83 LRCX LAM RESEARCH CORP Technology 1,505.0 $652K 0.26% $433.33 -29.0%
84 NTR NUTRIEN LTD Basic Materials 10,074.0 $634K 0.25% $62.95 +26.2%
85 SCHD SCHWAB STRATEGIC TR 19,974.0 $633K 0.25% +353.0 +1.8% $31.71 +9.7%
86 COF CAPITAL ONE FINL CORP Financial Services 3,107.0 $623K 0.25% $200.62 +9.5%
87 REGN REGENERON PHARMACEUTICALS Healthcare 994.0 $620K 0.25% $623.54 +32.7%
88 SPXX NUVEEN S&P 500 DYNAMIC OVERW Financial Services 32,688.0 $609K 0.24% $18.64 +2.4%
89 TXN TEXAS INSTRS INC Technology 2,011.0 $599K 0.24% $298.07 -13.3%
90 JCI JOHNSON CONTROLS INTERNATION Industrials 4,057.0 $593K 0.24% $146.11 -0.8%
91 WERN WERNER ENTERPRISES INC Industrials 13,320.0 $581K 0.23% $43.61 -8.2%
92 MO ALTRIA GROUP INC Consumer Defensive 7,786.0 $560K 0.22% $71.95 -4.3%
93 ETN EATON CORP PLC Industrials 1,270.0 $541K 0.22% $426.12 -3.6%
94 ICVT ISHARES TR 4,400.0 $536K 0.21% $121.75 -5.7%
95 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 6,703.0 $531K 0.21% $79.22 +9.0%
96 KEY KEYCORP Financial Services 22,785.0 $525K 0.21% $23.05 -3.8%
97 GPC GENUINE PARTS CO Consumer Cyclical 4,445.0 $524K 0.21% $117.98 +17.0%
98 DLR DIGITAL RLTY TR INC Real Estate 2,914.0 $523K 0.21% $179.58 +4.9%
99 FBIN FORTUNE BRANDS INNOVATIONS I Industrials 9,489.0 $521K 0.21% -50.0 -0.5% $54.90 -21.5%
100 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 1,087.0 $519K 0.21% $477.57 -10.2%
Page 5 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%