Stock Taper 
POEHLING CAPITAL MANAGEMENT, INC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Constellation Energy Corporation | CEG | 1.34K | $331.82K |
 QUALCOMM Incorporated | QCOM | 1.39K | $255.99K |
 Deere & Company | DE | 1.43K | $909K |
 McDonald's Corporation | MCD | 1.46K | $393.32K |
 Philip Morris International Inc. | PM | 1.55K | $281.31K |
 Micron Technology, Inc. | MU | 1.65K | $1.9M |
 Marvell Technology, Inc. | MRVL | 1.66K | $494.8K |
 Exxon Mobil Corporation | XOM | 1.8K | $246.78K |
 Johnson Controls International plc | JCI | 1.82K | $265.77K |
 KLA Corporation | KLAC | 1.87K | $564.2K |
 Illumina, Inc. | ILMN | 2.22K | $390.69K |
 Dollar General Corporation | DG | 2.34K | $269.7K |
 RTX Corporation | RTX | 2.36K | $447.76K |
 Blackstone Inc. | BX | 2.51K | $295.23K |
 Palantir Technologies Inc. | PLTR | 2.56K | $298.44K |
 Intel Corp. | INTC | 2.73K | $381.89K |
 Advanced Micro Devices, Inc. | AMD | 2.77K | $1.61M |
 AbbVie Inc. | ABBV | 2.79K | $702.83K |
 NextEra Energy, Inc. | NEE | 2.83K | $248.56K |
 Cisco Systems, Inc. | CSCO | 3.07K | $360.72K |