POEHLING CAPITAL MANAGEMENT, INC.
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | TGT | 44K | $3.94M |
 | CARR | 38K | $2.29M |
 | BABA | 37K | $6.61M |
 | HSY | 37K | $6.86M |
 | AMZN | 33K | $7.24M |
 | MO | 32K | $2.11M |
 | AIG | 28K | $2.17M |
 | SBUX | 26K | $2.21M |
 | BP | 26K | $893.62K |
 | FTI | 26K | $1.02M |
 | MPC | 24K | $4.71M |
 | MSFT | 23K | $12.05M |
 | JAZZ | 23K | $3.03M |
 | V | 22K | $7.61M |
 | CVS | 22K | $1.62M |
 | INTC | 21K | $704.45K |
 | STZ | 20K | $2.74M |
 | FAST | 19K | $918.23K |
 | CGNT | 18K | $154.54K |
 | AMG | 18K | $4.37M |
Target Corporation
TGT
Shares Held
44K
Value
$3.94M
Carrier Global Corporation
CARR
Shares Held
38K
Value
$2.29M
Alibaba Group Holding Limited
BABA
Shares Held
37K
Value
$6.61M
The Hershey Company
HSY
Shares Held
37K
Value
$6.86M
Amazon.com, Inc.
AMZN
Shares Held
33K
Value
$7.24M
Altria Group, Inc.
MO
Shares Held
32K
Value
$2.11M
American International Group, Inc.
AIG
Shares Held
28K
Value
$2.17M
Starbucks Corporation
SBUX
Shares Held
26K
Value
$2.21M
BP p.l.c.
BP
Shares Held
26K
Value
$893.62K
TechnipFMC plc
FTI
Shares Held
26K
Value
$1.02M
Marathon Petroleum Corporation
MPC
Shares Held
24K
Value
$4.71M
Microsoft Corporation
MSFT
Shares Held
23K
Value
$12.05M
Jazz Pharmaceuticals plc
JAZZ
Shares Held
23K
Value
$3.03M
Visa Inc.
V
Shares Held
22K
Value
$7.61M
CVS Health Corporation
CVS
Shares Held
22K
Value
$1.62M
Intel Corporation
INTC
Shares Held
21K
Value
$704.45K
Constellation Brands, Inc.
STZ
Shares Held
20K
Value
$2.74M
Fastenal Company
FAST
Shares Held
19K
Value
$918.23K
Cognyte Software Ltd.
CGNT
Shares Held
18K
Value
$154.54K
Affiliated Managers Group, Inc.
AMG
Shares Held
18K
Value
$4.37M