Stock Taper 
POEHLING CAPITAL MANAGEMENT, INC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 The Boeing Company | BA | 1.25K | $270.8K |
 Nucor Corporation | NUE | 1.22K | $270.64K |
 Broadcom Inc. | AVGO | 1.19K | $448.01K |
 Applied Materials, Inc. | AMAT | 1.15K | $831.45K |
 The Home Depot, Inc. | HD | 1.05K | $371.59K |
 Generac Holdings Inc. | GNRC | 969 | $283.73K |
 Onto Innovation Inc. | ONTO | 956 | $361.8K |
 Waters Corporation | WAT | 950 | $356.29K |
 Costco Wholesale Corporation | COST | 914 | $855.02K |
 Chubb Limited | CB | 766 | $261.01K |
 The Goldman Sachs Group, Inc. | GS | 722 | $730.21K |
 Domino's Pizza, Inc. | DPZ | 705 | $208.71K |
 Amgen Inc. | AMGN | 564 | $204.24K |
 Dell Technologies Inc. | DELL | 496 | $214K |
 Western Digital Corporation | WDC | 347 | $221.64K |
 Lumentum Holdings Inc. | LITE | 304 | $261.02K |
 GE Vernova Inc. | GEV | 301 | $353.63K |
 Cummins Inc. | CMI | 300 | $213.96K |
 BlackRock, Inc. | BLK | 259 | $248.93K |
 Sandisk Corporation | SNDK | 173 | $393.36K |