Stock Taper 
POEHLING CAPITAL MANAGEMENT, INC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Cognyte Software Ltd. | CGNT | 18.3K | $160.63K |
 Affiliated Managers Group, Inc. | AMG | 18.05K | $6.11M |
 NVIDIA Corporation | NVDA | 17.97K | $3.6M |
 Microsoft Corporation | MSFT | 17.48K | $6.52M |
 Sphere Entertainment Co. | SPHR | 17.39K | $3.01M |
 U.S. Bancorp | USB | 16.84K | $1.02M |
 Shell plc | SHEL | 16.54K | $1.28M |
 Palladyne AI Corp. | PDYN | 16.32K | $99.23K |
 Mastercard Incorporated | MA | 14.55K | $7.47M |
 Cracker Barrel Old Country Store | CBRL | 14.43K | $769.28K |
 Markel Corporation | MKL | 13.66K | $26.67M |
 Adobe Inc. | ADBE | 12.1K | $2.48M |
 Rapid7, Inc. | RPD | 11.96K | $96.92K |
 Associated Banc-Corp | ASB | 11.6K | $356.78K |
 Zoetis Inc. | ZTS | 10.82K | $777.24K |
 Becton, Dickinson and Company | BDX | 10.1K | $1.53M |
 Baxter International Inc. | BAX | 9.41K | $200.66K |
 The Clorox Company | CLX | 9.33K | $890.07K |
 Intuit Inc. | INTU | 9.12K | $2.38M |
 UnitedHealth Group Incorporated | UNH | 9.07K | $3.77M |