POEHLING CAPITAL MANAGEMENT, INC.
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | JNJ | 6K | $1.10M |
 | GS | 5K | $4.35M |
 | PLTR | 5K | $843.14K |
 | SJM | 4K | $479.69K |
 | JPM | 4K | $1.34M |
 | ABBV | 4K | $944.68K |
 | L | 4K | $375.26K |
 | CSCO | 3K | $210.25K |
 | MGEE | 3K | $246.48K |
 | AMD | 3K | $442.01K |
 | BX | 3K | $460.44K |
 | RTX | 2K | $398.58K |
 | JCI | 2K | $232.98K |
 | NFLX | 2K | $2.37M |
 | GOOGL | 2K | $469.57K |
 | CRM | 2K | $432.76K |
 | PM | 2K | $252.22K |
 | MCD | 1K | $449.00K |
 | DE | 1K | $636.51K |
 | CEG | 1K | $412.98K |
Johnson & Johnson
JNJ
Shares Held
6K
Value
$1.10M
The Goldman Sachs Group, Inc.
GS
Shares Held
5K
Value
$4.35M
Palantir Technologies Inc.
PLTR
Shares Held
5K
Value
$843.14K
The J. M. Smucker Company
SJM
Shares Held
4K
Value
$479.69K
JPMorgan Chase & Co.
JPM
Shares Held
4K
Value
$1.34M
AbbVie Inc.
ABBV
Shares Held
4K
Value
$944.68K
Loews Corporation
L
Shares Held
4K
Value
$375.26K
Cisco Systems, Inc.
CSCO
Shares Held
3K
Value
$210.25K
MGE Energy, Inc.
MGEE
Shares Held
3K
Value
$246.48K
Advanced Micro Devices, Inc.
AMD
Shares Held
3K
Value
$442.01K
Blackstone Inc.
BX
Shares Held
3K
Value
$460.44K
RTX Corporation
RTX
Shares Held
2K
Value
$398.58K
Johnson Controls International plc
JCI
Shares Held
2K
Value
$232.98K
Netflix, Inc.
NFLX
Shares Held
2K
Value
$2.37M
Alphabet Inc.
GOOGL
Shares Held
2K
Value
$469.57K
Salesforce, Inc.
CRM
Shares Held
2K
Value
$432.76K
Philip Morris International Inc.
PM
Shares Held
2K
Value
$252.22K
McDonald's Corporation
MCD
Shares Held
1K
Value
$449.00K
Deere & Company
DE
Shares Held
1K
Value
$636.51K
Constellation Energy Corporation
CEG
Shares Held
1K
Value
$412.98K