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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 1 of 22  ·  426 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 BERKSHIRE HATHAWAY INC DEL 21.0 $15.7M 6.28% $748850.00
2 CAT CATERPILLAR INC Industrials 13,849.0 $14.7M 5.89% $1064.88 -23.6%
3 AAPL APPLE INC Technology 49,984.0 $14.5M 5.78% $289.36 +10.6%
4 AMAT APPLIED MATLS INC Technology 17,343.0 $12.5M 5.01% -973.0 -5.3% $723.00 -37.1%
5 BERKSHIRE HATHAWAY INC DEL 20,735.0 $10.4M 4.14% +405.0 +2.0% $500.39
6 GLW CORNING INC Technology 26,330.0 $6.7M 2.69% -806.0 -3.0% $255.43 -39.6%
7 MSFT MICROSOFT CORP Technology 16,958.0 $6.3M 2.53% +383.0 +2.3% $373.03 +34.0%
8 SCHO SCHWAB STRATEGIC TR 188,599.0 $4.6M 1.82% -3K -1.5% $24.14 -0.5%
9 GOOGL ALPHABET INC Communication Services 12,280.0 $4.4M 1.75% +367.0 +3.1% $357.36 -5.3%
10 PH PARKER-HANNIFIN CORP Industrials 4,214.0 $4.1M 1.65% $978.12 -1.6%
11 CSCO CISCO SYS INC Technology 31,392.0 $3.7M 1.47% -281.0 -0.9% $117.46 -7.0%
12 AMD ADVANCED MICRO DEVICES INC Technology 5,872.0 $3.4M 1.36% $580.91 -17.8%
13 SXI STANDEX INTL CORP Industrials 8,281.0 $3.0M 1.18% -359.0 -4.2% $357.67 -22.9%
14 JNJ JOHNSON & JOHNSON Healthcare 11,532.0 $2.9M 1.17% -150.0 -1.3% $253.97 +8.4%
15 USB US BANCORP Financial Services 46,893.0 $2.8M 1.13% $60.40 +4.9%
16 SCHR SCHWAB STRATEGIC TR 113,892.0 $2.8M 1.12% +627.0 +0.6% $24.66 -1.7%
17 TMO THERMO FISHER SCIENTIFIC INC Healthcare 5,462.0 $2.7M 1.09% +51.0 +0.9% $501.36 +22.4%
18 VSH VISHAY INTERTECHNOLOGY INC Technology 49,447.0 $2.7M 1.06% -820.0 -1.6% $53.78 -40.9%
19 C CITIGROUP INC Financial Services 18,714.0 $2.6M 1.05% $139.96 -1.6%
20 MRK MERCK & CO INC Healthcare 19,803.0 $2.5M 1.02% $128.50 +17.0%
Page 1 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%